Latest / MikeCast — Daily Briefing
MikeCast #94 — May 27, 2026
Episode #94 — This episode covers Nvidia's $150 billion investment in Taiwan and its impact on chip stocks, Meta's job cuts in Seattle amid an AI overhaul, SK Hynix's market cap milestone, Google's AI-driven search changes sparking a rise in DuckDuckGo installs, Anthropic's transparency on AI security, and the Thunder's playoff lead over the Spurs.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.