Latest / MikeCast — Daily Briefing
MikeCast #134 — July 06, 2026
Episode #134 — This episode covers Nvidia's delay of its Kyber AI system to 2028 due to manufacturing issues, Goldman Sachs' bearish outlook on the Japanese yen amid U.S. dollar strength, Meta facing regulatory pressure in India over Instagram ads, Uber halting food delivery expansion in Europe, and the Jets adjusting after trading Sauce Gardner.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.