Latest / MikeCast — Daily Briefing
MikeCast #92 — May 25, 2026
Episode #92 — This episode covers Google's launch of Gemini Omni, a new multimodal AI model, and DeepSeek's release of Reasonix, a coding agent; discusses oil market warnings from Carlyle's Jeff Currie and potential geopolitical shifts involving the Strait of Hormuz; highlights Nvidia's positive news, Zoom's profitable investment in Anthropic, and Microsoft's product changes; and previews the Knicks' potential playoff sweep against the Cavaliers.
The skinny
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