skinny.

Latest / MikeCast — Daily Briefing

MikeCast #149 — July 21, 2026

Episode #149 — Nvidia's disclosure of a 9.3% stake in Nebius led to a stock surge, Jamie Dimon warned of underestimated market risks, Anthropic settled a $1.5 billion copyright case, the Trump administration imposed 50% tariffs on Canadian goods, and Iranian forces claimed an attack on Amazon's data sites in Bahrain.

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.