Latest / MikeCast — Daily Briefing
MikeCast #153 — July 25, 2026
Episode #153 — This episode covers Anthropic's launch of the Claude Opus 5 AI model, Nvidia's $500 billion supply deal with SK Hynix, Moody's warning about the impact of AI spending on corporate credit, a security flaw in Hanwha cameras, a lawsuit against Trump's tariffs, Meta's new Seller app, Uber's strained partnership with Waymo, and LeBron James joining the Philadelphia 76ers.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.