Listen below or on the go on Apple Podcasts and Spotify

Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX. (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)

This is an abridged transcript of the podcast:

Our top story so far, Fox (FOXA) (FOX) is making a big move to expand its streaming footprint, striking a deal to acquire Roku (ROKU) for $160 per share in cash and stock.

The deal combines Fox's sports, news, and entertainment content and the Tubi service with Roku's more than 100M global streaming households.

The companies indicated that they are committed to continuing to operate Roku as an open, partner-friendly platform.

Fox will pay $96 in cash and 0.9693 share of its Class A common stock for each Roku Class A and Class B share outstanding. That values Roku at about $22B.

Existing Fox shareholders are expected to own about 73% of the combined company, and Roku shareholders approximately 27%.

Shares of Roku shot up 20% on Friday on reports that a deal was imminent. Shares of Fox slid 10% in reaction to the announcement.

Among other active stocks, SpaceX (SPCX) is extending the gains for its first day of trading after Elon Musk predicted the company could bring in $1T in revenue by 2030. The stock rallied 20% on Friday.

Chartists advised investors to watch the Genesis Line at $150 for SpaceX. A break below that would open the door to a slump down to the offer price of $135.

Tripadvisor (TRIP) is rallying more than 10% after it entered into an agreement to sell TheFork, its European online restaurant reservation and management platform, to American Express for $700M in cash.

And memory stocks are leading the tech sector as part of the overall risk-on move following the announcement of the Iran-U.S. peace deal.

Micron (MU), Western Digital (WDC), Seagate Technology (STX) and Sandisk (SNDK) are all rallying. Samsung (SSNLF) and SK Hynix (HXSCL) rose sharply in Seoul

In other news of note, odds on prediction markets of more blockbuster IPOs happening this year ebbed after SpaceX (SPCX) made its historic debut.

Both Anthropic (ANTHRO) and OpenAI (OPENAI) are still seen as likely to go public before the end of the year, but less of a certainty.

On Polymarket, the odds of an Anthropic IPO by Dec. 31, 2026, fell to 75% from 90% early Saturday, having fallen as low as 69%. Odds on Kalshi of Anthropic announcing an IPO before Jan. 1, 2027, are still at 90%, though.

The odds of OpenAI announcing an IPO before the end of the year dropped to 62% on Kalshi from a trading contract high of 88% on Tuesday. Odds on Polymarket fell to 55% from 77% on Wednesday.

And finally...

As Wall Street debates whether Fed Chairman Kevin Warsh will cut rates this year, Main Street has a different concern: the Taco Bell drive-thru is closing.

Seeking Alpha used AI to analyze more than 18,000 business-related search trends from the first half of 2026 and found Americans aren't obsessing over basis points and bond yields.

Instead, they're tracking AI datacenters and power grids, student-loan changes, tax refunds, Costco (COST) price cuts, fast-food closures, oil-shipping disruptions and the price of gold.

The takeaway? Most people don't follow business news to understand Wall Street. They follow it to protect their wallets.

In other words, burgers, not bonds.