Could Tesla and SpaceX ever merge, or are geopolitical realities too great to overcome?
We examine SpaceX's first earnings report as a public company and whether investors sitting on losses should take comfort from the recoveries of companies like Meta - or worry about becoming the next Alibaba.
We also debate whether soaring profits at the world's biggest oil companies are a sign of corporate greed or simply the consequence of geopolitical conflict.
Plus, Arun shares how investors can separate genuine AI winners from companies merely riding the hype.

Market View: ST Engineering & CapitaLand Profits Jump, a Rare Earth Race and Google’s AI Bet
12:09

How much would you need to take a year off to travel with 3 kids?
23:50

Money and Me: Investors calling for better Forward Guidance
24:15