Summary
The episode covers SpaceX's impending IPO and controversial fast-track index inclusion, with governance concerns from investor Nell Minow. It also discusses Micron and SK Hynix crossing $1 trillion market cap amid AI memory demand, BP chairman removal, Texas primary results, and the first AI-generated film at Tribeca.
- SpaceX IPO and NASDAQ 100 fast-track inclusion discussed.
- Nell Minow criticizes SpaceX governance and calls it a meme stock.
- Micron (MU) and SK Hynix hit $1 trillion market cap.
- UBS tripled Micron price target, sparking skepticism from Joe Kernen.
- BP chairman removed over conduct allegations.
- Ken Paxton defeats John Cornyn in Texas Senate primary.
- First AI-generated film accepted at Tribeca Film Festival.
- AI film production costs under $2,000, raising industry concerns.