Transistor (https://transistor.fm) https://feeds.transistor.fm/pivot-invest-ai-news-daily Daily AI news for investors and financial professionals. Two expert hosts break down how artificial intelligence is reshaping markets, portfolios, and the future of finance. © 2026 Pivot News 5cd98837-0eb7-50a2-b505-24ac75531520 yes en Wed, 13 May 2026 03:29:07 -0400 Wed, 13 May 2026 03:29:17 -0400 https://pivotnews.ai/podcast/invest/ https://img.transistorcdn.com/vWztHVjC8ZCBR8aR2VK63fsvCwu3ocI2HoSnsfzIXaU/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xZjRl/OTA0MDA0ZjIzMjRk/NzI2ODVjN2U0NTYz/MmYyOS5wbmc.jpg https://pivotnews.ai/podcast/invest/ episodic Pivot News Daily AI news for investors and financial professionals. Two expert hosts break down how artificial intelligence is reshaping markets, portfolios, and the future of finance. Daily AI news for investors and financial professionals. Pivot News news@pivotmedia.ai No No 107 107 Pivot Invest AI Briefing — Apr 17, 2026 full edf5d315-b841-44be-9340-166e98d7ff21 https://share.transistor.fm/s/d623a792 Wed, 13 May 2026 03:29:07 -0400 Pivot News Pivot News 237 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering the Mythos AI panic that's gripping global finance and the massive infrastructure boom that's reshaping how we think about AI's p... • Let's start with Anthropic's Mythos model, whic Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering the Mythos AI panic that's gripping global finance and the massive infrastructure boom that's reshaping how we think about AI's p... • Let's start with Anthropic's Mythos model, No 108 108 Pivot Invest AI Briefing — Apr 18, 2026 full 32a3ee91-d346-498b-8f5e-898ae2614298 https://share.transistor.fm/s/3f3a16ff Wed, 13 May 2026 03:27:45 -0400 Pivot News Pivot News 318 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're breaking down Anthropic's Mythos model spooking finance regulators, Cursor's eye-popping fifty billion valuation, and Claude Design's mark... • Plus some rapid-fire updates you need to know. Hosts: Alex Torres & Sarah Chen In this episode: • Today we're breaking down Anthropic's Mythos model spooking finance regulators, Cursor's eye-popping fifty billion valuation, and Claude Design's mark... • Plus some rapid-fire updates you need to kn No 109 109 Pivot Invest AI Briefing — Apr 19, 2026 full 6964fa0a-b19a-4f9d-b972-313f4f75f133 https://share.transistor.fm/s/2fda70d6 Wed, 13 May 2026 03:26:26 -0400 Pivot News Pivot News 308 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Cursor's jaw-dropping $50 billion valuation, the AI infrastructure gold rush reshaping energy markets, and Block's aggressive AI-... • Yeah, and that Cursor valuation? It nearly doub Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Cursor's jaw-dropping $50 billion valuation, the AI infrastructure gold rush reshaping energy markets, and Block's aggressive AI-... • Yeah, and that Cursor valuation? It nearly No 112 112 Pivot Invest AI Briefing — Apr 22, 2026 full 12010224-ffff-42db-aa92-639e02158755 https://share.transistor.fm/s/10b66991 Wed, 13 May 2026 03:23:01 -0400 Pivot News Pivot News 321 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking Amazon's massive Anthropic bet, Apple's post-Cook future, and Tesla's AI pivot. • Alex, let's start with this Amazon-Anthropic deal because the numbers here are staggering. We're look Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking Amazon's massive Anthropic bet, Apple's post-Cook future, and Tesla's AI pivot. • Alex, let's start with this Amazon-Anthropic deal because the numbers here are staggering. We're No 113 113 Pivot Invest AI Briefing — Apr 23, 2026 full 656cfa50-4ee4-4405-82da-70ea643d2823 https://share.transistor.fm/s/1548ee7b Wed, 13 May 2026 03:21:46 -0400 Pivot News Pivot News 274 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering SpaceX's massive bet on AI coding, growing AI bubble fears, and SK Hynix's memory chip windfall. • Starting with what might be the wildest deal structure I've seen this year. • Space Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering SpaceX's massive bet on AI coding, growing AI bubble fears, and SK Hynix's memory chip windfall. • Starting with what might be the wildest deal structure I've seen this year. • S No 114 114 Pivot Invest AI Briefing — Apr 24, 2026 full 853cb7d3-0a69-4823-b9c3-b9277925598c https://share.transistor.fm/s/69ba67d1 Wed, 13 May 2026 03:20:30 -0400 Pivot News Pivot News 209 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking Anthropic's trillion-dollar milestone, Intel's stunning comeback, and more. • Let's start with the big one. Anthropic just hit a one trillion dollar valuation on secondary markets. Th Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking Anthropic's trillion-dollar milestone, Intel's stunning comeback, and more. • Let's start with the big one. Anthropic just hit a one trillion dollar valuation on secondary markets No 116 116 Pivot Invest AI Briefing — Apr 26, 2026 full 23805365-9fdb-4a78-a46f-f0033ebcda79 https://share.transistor.fm/s/193274c4 Wed, 13 May 2026 03:18:07 -0400 Pivot News Pivot News 255 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Intel's massive AI-driven comeback and Tesla's increasingly complicated earnings story. • Intel absolutely crushed it this quarter. The numbers are striking — $13.6 billion in revenu Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Intel's massive AI-driven comeback and Tesla's increasingly complicated earnings story. • Intel absolutely crushed it this quarter. The numbers are striking — $13.6 billion in re No 118 118 Pivot Invest AI Briefing — Apr 28, 2026 full c2b584bf-7bdc-4297-bf51-ec04dcb70268 https://share.transistor.fm/s/1cde2c57 Wed, 13 May 2026 03:16:42 -0400 Pivot News Pivot News 313 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking China blocking Meta's AI acquisition, a massive property tech merger, and SpaceX warning about AI risks ahead of their IPO. • Let's start with that China-Meta situation. Beijing just Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking China blocking Meta's AI acquisition, a massive property tech merger, and SpaceX warning about AI risks ahead of their IPO. • Let's start with that China-Meta situation. Beijing j No 119 119 Pivot Invest AI Briefing — Apr 29, 2026 full c3ec9c2f-3aac-4051-939d-6204b4dc8fc3 https://share.transistor.fm/s/331ab9ec Wed, 13 May 2026 03:15:33 -0400 Pivot News Pivot News 329 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're tracking the Musk-Altman trial that's captivating Wall Street, True Anomaly's massive defense funding round, and Jamie Dimon's latest priv... • Starting with the trial that's got everyone tal Hosts: Alex Torres & Sarah Chen In this episode: • Today we're tracking the Musk-Altman trial that's captivating Wall Street, True Anomaly's massive defense funding round, and Jamie Dimon's latest priv... • Starting with the trial that's got everyone No 124 124 Pivot Invest AI Briefing — May 4, 2026 full a35c4a25-ff3a-4d59-baff-069454b89b60 https://share.transistor.fm/s/e5aa7ea2 Wed, 13 May 2026 03:13:38 -0400 Pivot News Pivot News 370 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're diving deep into the seismic shifts happening at the intersection of AI and finance. From quantum computing breakthroughs that could resha... • Plus, we'll unpack how synthetic data is revolu Hosts: Alex Torres & Sarah Chen In this episode: • Today we're diving deep into the seismic shifts happening at the intersection of AI and finance. From quantum computing breakthroughs that could resha... • Plus, we'll unpack how synthetic data is re No 125 125 Pivot Invest AI Briefing — May 5, 2026 full 81f40096-43bd-4283-8ffa-c2360e2b0e41 https://share.transistor.fm/s/630e93dc Wed, 13 May 2026 03:13:21 -0400 Pivot News Pivot News 276 Hosts: Alex Torres & Sarah Chen In this episode: • Today: GameStop's wild eBay bid, Anthropic's workplace AI reality check, and Musk's bargain SEC settlement. • Starting with GameStop — they're proposing a $56 billion acquisition of eBay at $125 per shar Hosts: Alex Torres & Sarah Chen In this episode: • Today: GameStop's wild eBay bid, Anthropic's workplace AI reality check, and Musk's bargain SEC settlement. • Starting with GameStop — they're proposing a $56 billion acquisition of eBay at $125 per No 126 126 Pivot Invest AI Briefing — May 6, 2026 full 593b9214-fb56-4967-9079-e02b42a8f4e5 https://share.transistor.fm/s/01f407b4 Wed, 13 May 2026 03:11:00 -0400 Pivot News Pivot News 349 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking Andreessen Horowitz's massive crypto bet, a CEO buying spree at CoStar, and climate pressure hitting insurance giants. • Starting with a16z—they just closed a $2.2 billion fund specif Hosts: Alex Torres & Sarah Chen In this episode: • Today we're talking Andreessen Horowitz's massive crypto bet, a CEO buying spree at CoStar, and climate pressure hitting insurance giants. • Starting with a16z—they just closed a $2.2 billion fund sp No 128 128 Pivot Invest AI Briefing — May 8, 2026 full 44262d9f-281d-4afb-9bff-f5808cfa86a3 https://share.transistor.fm/s/33fb38b5 Wed, 13 May 2026 03:08:32 -0400 Pivot News Pivot News 280 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering AMD's massive surge, xAI's infrastructure play, and Robinhood's venture fund attracting retail investors. • Starting with AMD—their shares jumped 16% yesterday, and this isn't just a Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering AMD's massive surge, xAI's infrastructure play, and Robinhood's venture fund attracting retail investors. • Starting with AMD—their shares jumped 16% yesterday, and this isn't ju No 129 129 Pivot Invest AI Briefing — May 9, 2026 full 36c2c5c0-b2b0-487d-8038-b18daf09e99d https://share.transistor.fm/s/1e81a0d7 Wed, 13 May 2026 03:04:59 -0400 Pivot News Pivot News 363 Hosts: Alex Torres & Sarah Chen In this episode: • Welcome to Pivot Invest for Saturday, May 9th, 2026. I'm Alex Torres. • And I'm Sarah Chen. Markets closed the week with the S&P up 0.4%, the Nasdaq flat, and the ten-year yielding 4.18%. A quiet tape, b Hosts: Alex Torres & Sarah Chen In this episode: • Welcome to Pivot Invest for Saturday, May 9th, 2026. I'm Alex Torres. • And I'm Sarah Chen. Markets closed the week with the S&P up 0.4%, the Nasdaq flat, and the ten-year yielding 4.18%. A quiet No 130 130 Pivot Invest AI Briefing — May 10, 2026 full 3d242b74-8f50-4a63-804a-bf928712acce https://share.transistor.fm/s/e5f2a6e5 Wed, 13 May 2026 03:02:54 -0400 Pivot News Pivot News 388 Hosts: Alex Torres & Sarah Chen In this episode: • What happens when private market valuations start rewriting the rules of public market gravity? Welcome to Pivot Invest for Sunday, May 10th, 2026. I'... • And I'm Sarah Chen. Let's start with the number Hosts: Alex Torres & Sarah Chen In this episode: • What happens when private market valuations start rewriting the rules of public market gravity? Welcome to Pivot Invest for Sunday, May 10th, 2026. I'... • And I'm Sarah Chen. Let's start with the nu No 132 132 Pivot Invest AI Briefing — May 12, 2026 full 1821dbb2-a403-434b-9cb6-125d96fdfc4c https://share.transistor.fm/s/b99881ce Wed, 13 May 2026 02:59:19 -0400 Pivot News Pivot News 379 Hosts: Alex Torres & Sarah Chen In this episode: • What happens when a private company starts trading like a sovereign currency? Welcome to Pivot Invest for Tuesday, May 12th, 2026. I'm Alex Torres. • And I'm Sarah Chen. Today we're looking at a $1.4 tri Hosts: Alex Torres & Sarah Chen In this episode: • What happens when a private company starts trading like a sovereign currency? Welcome to Pivot Invest for Tuesday, May 12th, 2026. I'm Alex Torres. • And I'm Sarah Chen. Today we're looking at a $1.4 No 133 133 Pivot Invest AI Briefing — May 13, 2026 full ba62a84b-42cc-468f-99a6-89a6aa993f47 https://share.transistor.fm/s/068d2b3b Wed, 13 May 2026 02:54:08 -0400 Pivot News Pivot News 294 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Anthropic's jaw-dropping $900 billion valuation play, CME turning compute power into a tradeable asset, and SAP's big bet on agen... • Let's start with the numbers that made my coffe Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Anthropic's jaw-dropping $900 billion valuation play, CME turning compute power into a tradeable asset, and SAP's big bet on agen... • Let's start with the numbers that made my c No 131 131 Pivot Invest AI Briefing — May 11, 2026 full 67916d16-7a61-4d6e-bc7e-bc629cff27f1 https://share.transistor.fm/s/0835abd5 Sun, 10 May 2026 21:35:13 -0400 Pivot News Pivot News 366 Hosts: Alex Torres & Sarah Chen In this episode: • What happens when the man who tried to save AI from one rival ends up testifying that he tried to poach him instead? Welcome to Pivot Invest for Monda... • And I'm Sarah Chen. Today we've got three stori Hosts: Alex Torres & Sarah Chen In this episode: • What happens when the man who tried to save AI from one rival ends up testifying that he tried to poach him instead? Welcome to Pivot Invest for Monda... • And I'm Sarah Chen. Today we've got three s No 127 127 Pivot Invest AI Briefing — May 7, 2026 full 7c4e0a3c-4471-40be-bc10-2cca6578b6e7 https://share.transistor.fm/s/d3e12be8 Thu, 07 May 2026 01:37:27 -0400 Pivot News Pivot News 300 Hosts: Alex Torres & Sarah Chen In this episode: - Today: Intel's moonshot moment with Apple, Blue Owl's massive data center play, and Mark Cuban calls BS on OpenAI's trillion-dollar gamble. - Starting with Intel — shares absolutely exploded yesterday, u Hosts: Alex Torres & Sarah Chen In this episode: - Today: Intel's moonshot moment with Apple, Blue Owl's massive data center play, and Mark Cuban calls BS on OpenAI's trillion-dollar gamble. - Starting with Intel — shares absolutely exploded yesterda No 122 122 Pivot Invest AI Briefing — May 2, 2026 full ad05943c-8a81-4306-ab26-7e5eb6e55ad6 https://share.transistor.fm/s/1d32e8d5 Fri, 01 May 2026 21:23:40 -0400 Pivot News Pivot News 264 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're unpacking Wingtech's stunning billion-dollar collapse, Apple's memory supply warnings, and their surprisingly bullish earnings guidance. • Let's start with Wingtech. This is a stunning develo Hosts: Alex Torres & Sarah Chen In this episode: • Today we're unpacking Wingtech's stunning billion-dollar collapse, Apple's memory supply warnings, and their surprisingly bullish earnings guidance. • Let's start with Wingtech. This is a stunning de No 121 121 Pivot Invest AI Briefing — May 1, 2026 full 8dfa7233-f977-4ed5-83c3-1a8a4f38e1fe https://share.transistor.fm/s/94356af9 Thu, 30 Apr 2026 21:24:04 -0400 Pivot News Pivot News 292 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're breaking down Nvidia's massive $20 billion Groq deal, BMW's new AI venture fund, and Delta Electronics riding the AI infrastructure wave. • Alright, let's start with the big one. Nvidia just Hosts: Alex Torres & Sarah Chen In this episode: • Today we're breaking down Nvidia's massive $20 billion Groq deal, BMW's new AI venture fund, and Delta Electronics riding the AI infrastructure wave. • Alright, let's start with the big one. Nvidia j No 120 120 Pivot Invest AI Briefing — Apr 30, 2026 full 0182352b-0610-473a-a4ad-9c363d8e1e79 https://share.transistor.fm/s/90623762 Wed, 29 Apr 2026 21:23:26 -0400 Pivot News Pivot News 275 Hosts: Alex Torres & Sarah Chen In this episode: • Today: Powell's swan song at the Fed, Big Tech's earnings thunderdome, and defense space hits escape velocity. • Starting with the Fed — Jerome Powell just wrapped his final scheduled FOMC meeting, and t Hosts: Alex Torres & Sarah Chen In this episode: • Today: Powell's swan song at the Fed, Big Tech's earnings thunderdome, and defense space hits escape velocity. • Starting with the Fed — Jerome Powell just wrapped his final scheduled FOMC meeting, a No 115 115 Pivot Invest AI Briefing — Apr 25, 2026 full 632c9703-faaa-498e-84ee-63aaaf94e8c0 https://share.transistor.fm/s/9bf505e4 Fri, 24 Apr 2026 22:01:36 -0400 Pivot News Pivot News 373 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're bringing you the latest at the intersection of AI and finance, with market movements, regulatory updates, and tech breakthroughs that matt... • That's right. We've got a packed show today cov Hosts: Alex Torres & Sarah Chen In this episode: • Today we're bringing you the latest at the intersection of AI and finance, with market movements, regulatory updates, and tech breakthroughs that matt... • That's right. We've got a packed show today No 111 111 Pivot Invest AI Briefing — Apr 21, 2026 full fd4b655a-d59f-43fa-b8e7-de3590bd85aa https://share.transistor.fm/s/b2b1c524 Mon, 20 Apr 2026 22:01:28 -0400 Pivot News Pivot News 303 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're unpacking Anthropic's Mythos model spooking finance regulators, plus Cursor's eye-watering fifty billion dollar valuation. • And we'll hit some quick market moves you need to know. Let's star Hosts: Alex Torres & Sarah Chen In this episode: • Today we're unpacking Anthropic's Mythos model spooking finance regulators, plus Cursor's eye-watering fifty billion dollar valuation. • And we'll hit some quick market moves you need to know. Let's No 110 110 Pivot Invest AI Briefing — Apr 20, 2026 full 977e79d3-f59c-4437-9d7e-ed5d604ea359 https://share.transistor.fm/s/0228b9db Sun, 19 Apr 2026 22:01:19 -0400 Pivot News Pivot News 270 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're diving into a wild Reddit story about Gemini catching a crypto exploit before it happened, the massive VC shift toward AI-crypto hybrids, ... • Alex, I've been following this Gemini story all Hosts: Alex Torres & Sarah Chen In this episode: • Today we're diving into a wild Reddit story about Gemini catching a crypto exploit before it happened, the massive VC shift toward AI-crypto hybrids, ... • Alex, I've been following this Gemini story No 106 106 Pivot Invest AI Briefing — Apr 16, 2026 full a738404a-222b-4884-b978-6cbfccdb8173 https://share.transistor.fm/s/dabd0e7c Thu, 16 Apr 2026 11:15:51 -0400 Pivot News Pivot News 291 Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Anthropic's jaw-dropping rejection of an $800 billion valuation, Uber's massive $10 billion robotaxi bet, and the wildest pivot s... • The numbers today are absolutely staggering. An Hosts: Alex Torres & Sarah Chen In this episode: • Today we're covering Anthropic's jaw-dropping rejection of an $800 billion valuation, Uber's massive $10 billion robotaxi bet, and the wildest pivot s... • The numbers today are absolutely staggering No Pivot Invest AI Briefing — Apr 15, 2026 full 50d30573-c1fb-4db1-b4ea-117cfbebcac2 https://share.transistor.fm/s/74f72fb6 Wed, 15 Apr 2026 07:38:52 -0400 Pivot News Pivot News 300 Daily AI news for investors and financial professionals. Daily AI news for investors and financial professionals. No