Is Wall Street becoming more selective after the AI boom, and are investors demanding more than just growth stories?

Hosted by Michelle Martin, this episode explores Nvidia's bold move to trade AI computing power for future revenue, Meta's cloud ambitions, and Microsoft's next phase of AI monetisation.

We also unpack why Google faces fresh regulatory pressure in Europe, even as its long-term business remains resilient.

In the EV sector, Tesla tumbles despite beating delivery expectations, Ford struggles with slowing sales, while Rivian emerges as a rare bright spot and Lucid disappoints.

Finally, we head to Hollywood to ask whether the Minions franchise still has blockbuster magic - or if even the biggest growth stories eventually lose momentum.

From Big Tech to electric vehicles and entertainment, we examine what today's headlines reveal about investor expectations, valuation and where the next opportunities may lie.