Ricker and Bon

We talk the foldable iPhone, Michael Jackson's death, and Trump passports. Some other notable news:Micron delivered one of the most stunning quarters in semiconductor history, reporting roughly $41.5 billion in fiscal-Q3 revenue, up about 346% year over year, and guiding next quarter to about $50 billion with an 81% gross margin. The read-through is that AI has turned high-bandwidth memory fro...

SpaceX priced its IPO at $135 per share on June 11 and began trading on the Nasdaq under ticker SPCX on June 12, raising roughly $75 billion at a $1.75 trillion valuation - the largest initial public offering ever, dwarfing Saudi Aramco's $29B record from 2019. The stock opened at $150, jumped more than 20% intraday, and closed its first session at $161.11, up about 19% from the offer price. With...

The weightless era of software is over. This week the AI buildout slammed into the physical world: concrete, copper, electricity, water, and capital. We map the paradox of record wealth at the top of the stack and intense friction everywhere else. Alphabet announced an $80 billion equity raise, its first major stock sale since the 2004 IPO, to fund an estimated $180 to $190 billion in AI compute c...

SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in...

Anthropic is making the AI infrastructure race look less like software and more like an industrial arms race. The company reportedly committed $200 billion to Google Cloud over five years, stacked on top of its existing Amazon compute arrangement, while also striking a separate agreement tied to SpaceX and xAI’s Colossus supercomputer infrastructure.  Cerebras is blowing past expectations in what...

This week on Ricker and Bon:Apple' fiscal Q2 2206 shattered every record in the books —112.1 revenue, services at an allt-ime quarterly high of $.0398B, EPS of .2$01. OpenAI missed revenue and user growth targets, pushing its IPO to mid-to-late 202.7 The Musk v .Altman trial kicked off in Oakland i,h Musk seeking $13B0in damages. The S&P 50 l0sed above 7,200 for the first time in history,...

This week on Ricker and Bon: Tim Cook exits Apple, Tesla raises its 2026 capex to $25B, OpenAI ships GPT-5.5 "Spud," SpaceX eyes a $60B acquisition of Cursor, and consumer sentiment hits a 74-year low.

The 6 biggest stories in tech, business, and macro — week of April 12, 2026. Anthropic's Mythos Preview autonomously found high-severity zero-day vulnerabilities across every major operating system and browser. The offensive/defensive asymmetry in cybersecurity just shifted. Attackers with frontier AI can now run continuous, low-cost vulnerability scans that no human security team can match. C...

A $122 billion funding round just valued OpenAI at $852 billion, with $2 billion in monthly revenue and nearly 1 billion weekly users, marking the moment AI stopped being a startup category and became global infrastructure. Five weeks into an Iran-linked oil disruption, the Strait of Hormuz remains constrained, crude markets are tightening, and companies like Amazon are already passing through a 3...

A federal judge used the word "Orwellian" this week to describe the U.S. government's attempt to blacklist one of its own AI companies for refusing to build autonomous weapons. Week four of the Iran war brought missiles into Saudi Arabia, oil past $100 a barrel, and a White House deadline that could take out Iran's power grid by April 6. Back home, TSA workers are six weeks into...

Ricker and Bon Put Your Hands Up!

Bieber Swag, Full Self Driving, Business Software | Ricker and Bon #423

American Party, iOS, and Peter Thiel Bank | Ricker and Bon #422

What Does The FBI Director Think? | Ricker and Bon #421

Human or AI? | Ricker and Bon #419

Skype Dies and Warren Buffet Retires

Tesla Tanks, Trump Shills Investors, and Startup Profits | Ricker and Bon #418

Why iPhones Are Expensive and How Netflix Was Acquired | Ricker and Bon #417

iShowSpeed history, Severance Spoilers, and Markets in Turmoil | Ricker and Bon #414

23andMe Bankrupt, StubHub IPO, and ICE Reshuffle

This week, we’re diving into  the biggest stories in business, tech, and crypto , including a  $600 million crypto scandal, Apple’s encryption rollback, and Microsoft’s new quantum computing breakthrough.

Apple Humanoid Robots and Nostalgic Flash Games | Ricker and Bon #413

The Weeknd's last album and America's last hoorah, sike America 4ever Follow us on instagram: http://instagram.com/rickerandbon

In this episode, we dive into the whirlwind first four days of Donald Trump’s second term as president. From executive orders targeting crypto and AI to the unexpected $TRUMP meme coin launch, Trump’s bold moves are already reshaping key industries. We discuss: ✅ The $500 billion Stargate AI initiative and its impact on tech giants like OpenAI and Elon Musk. ✅ Crypto market reactions to Trump’s...

$TRUMP Meme Coin Frenzy: Donald Trump’s meme coin surges to a $5B market cap — liquidity stats, ownership risks, and potential market impact. Bitcoin-Backed Loans on Coinbase: Borrow up to $100,000 against your Bitcoin — what’s the catch, and who should avoid it? ChatGPT’s New Update: OpenAI introduces custom traits and nicknames for more personalized AI interactions. Plus more Subscribe and rate...