Wall Street Breakfasthttps://seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb]]>enBusiness NewsCopyright Seeking Alphahttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9d03f5aa0b4133bdd516ba1836a0e249.jpgWall Street Breakfasthttps://seekingalpha.com/wsbMon, 11 May 2026 17:13:49 +0000Seeking AlphaSeeking Alphapodcastmanagement@seekingalpha.comSeeking Alpha's Wall Street Breakfast brings investors the top news every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Transcripts: seekingalpha.com/wsb]]>falseepisodicAI lessons from Ma Bellhttps://seekingalpha.com/wsb?source=wsb_podcast:ai_lessons_from_ma_bellAT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)      

Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks  

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71960006Mon, 11 May 2026 17:13:37 +0000Seeking AlphaHyperscaler capex looks better when compared to https://seekingalpha.com/news/4590262-ma-bells-history-hints-that-ai-could-be-recession-proof#comment-102722621?source=wsb_podcast:ai_lessons_from_ma_bell. (0:15) Intel gains after...AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)      

Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks  

Episode transcripts seekingalpha.com/wsb.

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: MRNA, WEN, and more
Did value meals kill the smashburger star?
Ma Bell's history hints that AI could be recession-proof
Trump administration proposes easier employer access to IVF benefits

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: MRNA, WEN, and more
Did value meals kill the smashburger star?
Ma Bell's history hints that AI could be recession-proof
Trump administration proposes easier employer access to IVF benefits

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>299dunkindonuts,futures,inspirebrands,ipo,nintendo,stocks,wallstreetfalsefullCerebras leads IPO rushhttps://seekingalpha.com/wsb?source=wsb_podcast:cerebras_leads_ipo_rushbusy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)    

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71947891Sun, 10 May 2026 16:35:20 +0000Seeking AlphaCerebras headlines a https://seekingalpha.com/news/4590128-cerebras-systems-plans-to-raise-ipo-price-range-bloomberg?source=wsb_podcast:cerebras_leads_ipo_rush with surging investor demand. (0:17) Applied Materials faces...busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)    

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Show Notes: 
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71926766Fri, 08 May 2026 17:11:59 +0000Seeking AlphaRally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes: ...
Show Notes: 
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>944ai,amd,chips,disney,earnings,economy,finance,investing,micron,news,stocks,tech,technologyfalsefullCloudflare trades staff for AIhttps://seekingalpha.com/wsb?source=wsb_podcast:cloudflare_trades_staff_for_aicut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71920682Fri, 08 May 2026 09:54:56 +0000Seeking AlphaCloudflare (NET) to https://seekingalpha.com/news/4589512-cloudflare-job-cuts-agentic-ai-first-operating-model?source=wsb_podcast:cloudflare_trades_staff_for_ai amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces...cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>312cloudflare,iren,nvidia,stocks,upwork,wallstreetfalsefullDOJ probes timed oil tradeshttps://seekingalpha.com/wsb?source=wsb_podcast:doj_probes_timed_oil_tradesmultibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)      

Show Notes
The market’s fatal conceit?
Quantum company IonQ posts strong results  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71909303Thu, 07 May 2026 16:40:04 +0000Seeking AlphaDOJ investigates https://seekingalpha.com/news/4588393-doj-probes-26b-in-war-linked-oil-trades---report?source=wsb_podcast:doj_probes_timed_oil_trades ahead of Iran news. (0:15) McDonald’s...multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)      

Show Notes
The market’s fatal conceit?
Quantum company IonQ posts strong results  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>229amazon,cftc,doj,earnings,insider,investigation,ionq,iran,market,mcdonald's,novo,oil,ozempic,probe,quantum,same-day,shorts,stock,times,whirlpoolfalsefullSpaceX sets course for one Musk rulehttps://seekingalpha.com/wsb?source=wsb_podcast:spacex_sets_course_for_one_musk_ruleunchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNAP, FSLY, and more
Oil in red as market awaits Iran response; Trump sees swift end to war
Microsoft mulls delaying energy vow amid data center boom: report
'Credit card spending is through the roof' - NEC's Hassett

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71904893Thu, 07 May 2026 10:47:05 +0000Seeking AlphaSpaceX (SPACE) IPO said to hand Elon Musk https://seekingalpha.com/news/4588006-spacex-ipo-elon-musk-unchecked-power-shareholder-rights?source=wsb_podcast:spacex_sets_course_for_one_musk_rule; investor group urges SEC scrutiny. (00:13) GameStop (GME)...unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNAP, FSLY, and more
Oil in red as market awaits Iran response; Trump sees swift end to war
Microsoft mulls delaying energy vow amid data center boom: report
'Credit card spending is through the roof' - NEC's Hassett

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>312doordash,ebay,gamestop,spacex,stocks,wallstreetfalsefullDisney rallies on broad growthhttps://seekingalpha.com/wsb?source=wsb_podcast:disney_rallies_on_broad_growthacross all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00)      

Show Notes
Ryan Cohen says there’s no ‘urgency’ at eBay  

Episode transcripts seekingalpha.com/wsb.

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Show Notes
Ryan Cohen says there’s no ‘urgency’ at eBay  

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>226adp,cohen,corning,dinsey,earnings,ebay,economy,gamestop,jobs,nvidia,parks,payrolls,private,stocks,supermicro,uber,wallstreetfalsefullSoda & chips: McDonald's and AMD in focushttps://seekingalpha.com/wsb?source=wsb_podcast:soda_chips_mcdonalds_and_amd_in_focussoda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Anthropic inks $200B Google cloud, chip pact - report
Novo Nordisk says oral Wegovy success to soften sales decline
DeepSeek may be valued at $45B as China's Big Fund eyes investment - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71888269Wed, 06 May 2026 10:51:13 +0000Seeking AlphaMcDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted...soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Anthropic inks $200B Google cloud, chip pact - report
Novo Nordisk says oral Wegovy success to soften sales decline
DeepSeek may be valued at $45B as China's Big Fund eyes investment - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>406amd,apple,mcdonalds,refreshers,sodas,stocks,wallstreetfalsefullGlobal borrowing costs soaringhttps://seekingalpha.com/wsb?source=wsb_podcast:global_borrowing_costs_soaringhits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)      

Show Notes
Duolingo sinks on soft guidance
UnitedHealth to slash prior authorizations  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71878330Tue, 05 May 2026 16:39:22 +0000Seeking AlphaThe UK 30-year yield https://seekingalpha.com/news/4585580-global-rate-surge-uk-30-year-yield-hits-highest-since-1998?source=wsb_podcast:global_borrowing_costs_soaring. (0:15) U.S. job openings...hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)      

Show Notes
Duolingo sinks on soft guidance
UnitedHealth to slash prior authorizations  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>24030-year,borrowing,burry,costs,duolingo,earnings,ebay,economy,exit,gamestop,gilt,pfizer,preauthorizations,rates,stocks,treasury,uk,unitedhealth,usa,yieldsfalsefullPinterest Pins Premarket Pophttps://seekingalpha.com/wsb?source=wsb_podcast:pinterest_pins_premarket_popstrong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DUOL, and more
Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
AI cloud providers gain ground as Micron makes lone jump among chip stocks
Tesla’s FSD push in Europe hits roadblocks - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DUOL, and more
Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
AI cloud providers gain ground as Micron makes lone jump among chip stocks
Tesla’s FSD push in Europe hits roadblocks - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>313meatpacking,palantir,pinterest,stocks,wallstreetfalsefullCerebras seeks $3.5B IPOhttps://seekingalpha.com/wsb?source=wsb_podcast:cerebras_seeks_35b_ipoplans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)      

Show Notes
William Blair’s stock conviction list
A history of Star Wars at the box office  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71854955Mon, 04 May 2026 14:02:22 +0000Seeking AlphaAI chipmaker Cerebras https://seekingalpha.com/news/4584602-cerberas-systems-aims-to-raise-3_5b-in-blockbuster-ipo?source=wsb_podcast:cerebras_seeks_35b_ipo with initial public offering. (0:15) Norwegian Cruise faces...plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)      

Show Notes
William Blair’s stock conviction list
A history of Star Wars at the box office  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2374,ai,blackberry,cerebras,chips,churchill,cruise,derby,downs,earnings,ipo,kentucky,may,norwegian,public,qnx,star,stockmarket,stocks,warsfalsefullGameStop adds eBay to carthttps://seekingalpha.com/wsb?source=wsb_podcast:gamestop_adds_ebay_to_cart$56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks and more
Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw
Bessent warns Americans should be concerned about AI threats to bank accounts
Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71852518Mon, 04 May 2026 10:42:57 +0000Seeking AlphaeBay (EBAY) rallies as GameStop (GME) launches bold https://seekingalpha.com/news/4584494-gamestop-launches-bold-56b-takeover-attempt-for-ebay?source=wsb_podcast:gamestop_adds_ebay_to_cart attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of...$56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks and more
Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw
Bessent warns Americans should be concerned about AI threats to bank accounts
Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>343a2milk,ebay,gamestop,spiritairlines,stocks,wallstreetfalsefullWall Street Roundup: tech reportshttps://seekingalpha.com/wsb?source=wsb_podcast:tech_reports
Show links: 
Nasdaq crosses 25K for first time as tech stocks power gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71817522Fri, 01 May 2026 17:18:23 +0000Seeking AlphaMeta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links: ...
Show links: 
Nasdaq crosses 25K for first time as tech stocks power gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1099alphabet,apple,earnings,economy,fed,google,inflation,intel,investing,meta,metaverse,microsoft,news,powell,robinhood,stocks,tech,technologyfalsefullSandisk beats, shares sliphttps://seekingalpha.com/wsb?source=wsb_podcast:sandisk_beats_shares_slipshatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TWLO, ROKU, RBLX, and more
Senators ban themselves from betting in prediction markets
Huawei expects AI chip sales to surge at least 60% in 2026: report
U.S. seeks to deploy hypersonic missile for possible use against Iran - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71811573Fri, 01 May 2026 10:56:38 +0000Seeking AlphaSandisk (SNDK) Q3 revenue https://seekingalpha.com/news/4583100-sandisk-q3-revenue-shatters-estimates-as-it-surges-252?source=wsb_podcast:sandisk_beats_shares_slip as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2;...shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TWLO, ROKU, RBLX, and more
Senators ban themselves from betting in prediction markets
Huawei expects AI chip sales to surge at least 60% in 2026: report
U.S. seeks to deploy hypersonic missile for possible use against Iran - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>334apple,blueowl,sandisk,spacex,stocks,wallstreetfalsefullGDP shy, inflation stays hothttps://seekingalpha.com/wsb?source=wsb_podcast:gdp_shy_inflation_stays_hotfalls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)      

Show Notes
Jobless claims hit lowest level since 1969

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71782914Thu, 30 Apr 2026 16:48:35 +0000Seeking AlphaGDP https://seekingalpha.com/news/4582730-us-q1-gdp-rises-less-than-expected-in-initial-print-prices-rise-more?source=wsb_podcast:gdp_shy_inflation_stays_hot as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining...falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)      

Show Notes
Jobless claims hit lowest level since 1969

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>236avis,ceo,claims,earnings,economy,employment,gdp,growth,inflation,international,jobs,paper,pce,pentwater,prices,qualcomm,squeeze,unemployment,watson,willisfalsefullBig Tech delivers, capex jumpshttps://seekingalpha.com/wsb?source=wsb_podcast:big_tech_delivers_capex_jumpsstock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: GOOG, META, QCOM, and more
Nvidia B300 servers hit $1M price in China amid U.S. curbs - report
U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz
Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: GOOG, META, QCOM, and more
Nvidia B300 servers hit $1M price in China amid U.S. curbs - report
U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz
Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>320alphabet,amazon,google,meta,stocks,theapprentice,wallstreetfalsefullPowell to stay on at the Fedhttps://seekingalpha.com/wsb?source=wsb_podcast:powell_to_stay_on_at_the_fedstay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)      

Show Notes
Why Powell says he’s staying  

Episode transcripts seekingalpha.com/wsb.

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Show Notes
Why Powell says he’s staying  

Episode transcripts seekingalpha.com/wsb.

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Show Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote  

Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote  

Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
Shell warns global crude supply disruption could drag into 2027
Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown
Amazon Q1 preview: All eyes on AWS, capital spending

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Shell warns global crude supply disruption could drag into 2027
Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown
Amazon Q1 preview: All eyes on AWS, capital spending

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Will a wealth tax cause an AI bubble to pop?
Semiconductors flash dot-com vibes

Episode transcripts seekingalpha.com/wsb.

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Show Notes
Will a wealth tax cause an AI bubble to pop?
Semiconductors flash dot-com vibes

Episode transcripts seekingalpha.com/wsb.

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Show Notes
No cheap import autos for the U.S.?
Bed, Bath & Beyond back from the grave  

Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
No cheap import autos for the U.S.?
Bed, Bath & Beyond back from the grave  

Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
How are the top IPOs of ’25 faring?
 OpenAI phone coming?

Episode transcripts seekingalpha.com/wsb.

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Show Notes
How are the top IPOs of ’25 faring?
 OpenAI phone coming?

Episode transcripts seekingalpha.com/wsb.

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Show Notes
See what the S&P would look like with SpaceX, OpenAI and Anthropic
China shuts down Meta deal
   
Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
See what the S&P would look like with SpaceX, OpenAI and Anthropic
China shuts down Meta deal
   
Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
Trump safe after shooting at Correspondents Dinner
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71657104Sun, 26 Apr 2026 17:49:34 +0000Seeking AlphaFive of the Magnificent 7 report in a https://seekingalpha.com/article/4894081-tech-heavyweights-to-report-next-week-fed-rate-decision-also-in-focus?source=wsb_podcast:earnings_floodgate_opens_in_powells_last_fed_week. (0:17) Powell...packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26)

Show Notes
Trump safe after shooting at Correspondents Dinner
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.]]>308ai,alphabet,amazon,apple,berkshire,buffett,doj,earnings,fed,google,magnificent,meeting,megacap,meta,microsoft,powell,probe,rates,seven,warshfalsefullIntel chips fly highhttps://seekingalpha.com/wsb?source=wsb_podcast:intel_chips_fly_highsurges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: INTC, COUR, and more
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%
Spirit Airlines bailout? Trump says 'I think we'd just buy it'
Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: INTC, COUR, and more
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%
Spirit Airlines bailout? Trump says 'I think we'd just buy it'
Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>321intel,kalshi,nike,polymarket,stocks,wallstreetfalsefullDEA reschedules pot as less dangeroushttps://seekingalpha.com/wsb?source=wsb_podcast:dea_reschedules_pot_as_less_dangerouscannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      

Show Notes
Magic: The Gathering levitates Hasbro stock

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71592686Thu, 23 Apr 2026 16:42:54 +0000Seeking AlphaMarijuana moved to Schedule III, https://seekingalpha.com/news/4578646-pot-stocks-rise-trump-reschedules-marijuana?source=wsb_podcast:dea_reschedules_pot_as_less_dangerous. (0:15) IBM slips after...cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      

Show Notes
Magic: The Gathering levitates Hasbro stock

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>237ai,buyback,cannabis,dea,drugs,dystopian,earnings,hasbro,ibm,keystroke,marijuana,meta,mobileye,mouse,netflix,pot,reclassify,reschedule,stocks,surveillancefalsefullServiceNow tanks on marginshttps://seekingalpha.com/wsb?source=wsb_podcast:servicenow_tanks_on_marginscrashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report

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Show Notes
Goldman says rally is getting harder to chase

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71564188Wed, 22 Apr 2026 17:30:28 +0000Seeking AlphaTrump administration nears Spirit rescue deal with https://seekingalpha.com/news/4577884-trump-administration-nears-500m-rescue-deal-for-spirit-airlines-wsj?source=wsb_podcast:spirit_airlines_in_line_for_government_bailout. (0:16) Boeing...major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)      

Show Notes
Goldman says rally is getting harder to chase

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>198airlines,aluminum,at&t,bailout,black,boeing,earnings,economy,government,rally,rescue,satellite,spacemobile,spirit,stocks,swanfalsefullOpenAI faces Florida probehttps://seekingalpha.com/wsb?source=wsb_podcast:openai_faces_florida_probecriminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384netflix,openai,stocks,tobacco,uk,wallstreetfalsefullConsumers still spendinghttps://seekingalpha.com/wsb?source=wsb_podcast:consumers_still_spendingretail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)      

Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71528490Tue, 21 Apr 2026 18:02:56 +0000Seeking AlphaMarch https://seekingalpha.com/news/4577095-retail-sales-jump-more-than-expected-in-march?source=wsb_podcast:consumers_still_spending, even excluding surge in gas. (0:15) UnitedHealth...retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)      

Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>231avis,condoms,dinsey,doj,earnings,fed,ge,investigation,iran,powell,prices,retail,sales,stocks,ticket,trump,unitedhealth,war,warshfalsefullCook hands Apple to Ternushttps://seekingalpha.com/wsb?source=wsb_podcast:cook_hands_apple_to_ternusCook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>345apple,jetblue,johnternus,lucid,stocks,timcook,uber,ubertechnologies,wallstreetfalsefullJersey Mike's eyes $12B IPO valuationhttps://seekingalpha.com/wsb?source=wsb_podcast:jersey_mikes_eyes_12b_ipo_valuationtop 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71494264Mon, 20 Apr 2026 15:41:00 +0000Seeking AlphaJersey Mike's looks to be a https://seekingalpha.com/news/4576566-jersey-mikes-aims-to-be-one-of-the-ten-most-valuable-restaurant-companies-with-its-ipo?source=wsb_podcast:jersey_mikes_eyes_12b_ipo_valuation. (0:15) QXO agrees...top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>232amd,blue,gatorade,hydration,intel,ipo,jersey,lattice,mike's,owl,pepsi,qxo,restaurant,stockmarket,stocks,subs,topbuild,wallstreetfalsefullTariff refund rush beginshttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_refund%20_rush%20_beginsTariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71488444Mon, 20 Apr 2026 10:51:42 +0000Seeking Alphahttps://seekingalpha.com/news/4574163-tariff-refund-tool-will-launch-on-april-20-us-customs-says?source=wsb_podcast:?source=wsb_podcast:tariff_refund%20_rush%20_begins tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store...Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>310google,marvelltechnology,refund,stocks,tariff,wallstreet,walmartfalsefullTesla kicks off Mag 7 earningshttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_kicks_off_mag_7_earningsBull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71464496Sun, 19 Apr 2026 18:08:28 +0000Seeking AlphaTesla leads a busy week as 93 S&P 500 companies report. https://seekingalpha.com/article/4891659-tesla-stock-market-valuation-laws-dont-apply-here-rating-upgrade?source=wsb_podcast:tesla_kicks_off_mag_7_earnings and...Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2203m,airlines,america,boeing,dividends,earnings,economy,ibm,iran,merger,morris,p&g,retail,sales,stocks,tesla,trump,united,wallstreet,warfalsefullWall Street Roundup: Good news, earnings newshttps://seekingalpha.com/wsb?source=wsb_podcast:good_news_earnings_news
Show links: 
U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

Episode transcripts: seekingalpha.com/wsb

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Show links: 
U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>674ai,banks,earnings,economy,financials,investing,layoffs,news,snap,stocks,tech,technology,tradingfalsefullNetflix co-founder logs out (are you sure?)https://seekingalpha.com/wsb?source=wsb_podcast:netflix_cofounder_logs_out_are_you_sureleave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    

Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

Episode transcripts: seekingalpha.com/wsb
 
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Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

Episode transcripts: seekingalpha.com/wsb
 
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>261ai,baseball,cerebrus,chairman,chips,distribution,earnings,economy,founder,hastings,leave,mlb,netflix,openai,stocks,streaming,tv,wallstreetfalsefullEurope has six weeks of jet fuel lefthttps://www.spreaker.com/episode/europe-has-six-weeks-of-jet-fuel-left--71374625largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)      

Show Notes
Goldman’s top long duration stocks  

Episode transcripts seekingalpha.com/wsb.

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Show Notes
Goldman’s top long duration stocks  

Episode transcripts seekingalpha.com/wsb.

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Show Notes
Microsoft climbs in historic multi-day rally
Alibaba targets AI games and video

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>https://api.spreaker.com/episode/71365424Thu, 16 Apr 2026 10:52:29 +0000Seeking AlphaFord https://seekingalpha.com/news/4575441-ford-shakes-things-up-with-restructuring-ev-leader-exit?source=wsb_podcast:ford_revamp_targets_ev_growth to scale EV and software strategy. (0:15) Google’s...restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)      

Show Notes
Microsoft climbs in historic multi-day rally
Alibaba targets AI games and video

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>262alibaba,economy,energy,ev,ford,google,hormuz,ipo,iran,jobless,leadership,manufacturing,microsoft,nuclear,rally,revamp,shakeup,spacex,stake,stocksfalsefullTrump escalates pressure on Powellhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_escalates_pressure_on_powellto fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)      

Show Notes
Credit spreads, banks signal ‘damage contained’  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71347949Wed, 15 Apr 2026 16:48:34 +0000Seeking AlphaPresident threatens https://seekingalpha.com/news/4575143-trump-says-he-will-fire-feds-powell-if-he-doesnt-leave-on-time?source=wsb_podcast:trump_escalates_pressure_on_powell if he doesn’t leave ‘on time.’ (0:15)...to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)      

Show Notes
Credit spreads, banks signal ‘damage contained’  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>236ai,banks,bofa,chatgpt,coffee,computing,earnings,fed,layoffs,morgan,nvidia,powell,quantum,rates,refund,snap,starbucks,stocks,tariffs,trumpfalsefullCAT powers up ag automationhttps://seekingalpha.com/wsb?source=wsb_podcast:cat_powers_up_ag_automationacquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GTLB, AVGO, and more
GameStop to launch its digital trading card platform on April 15
Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential
Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gains

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GTLB, AVGO, and more
GameStop to launch its digital trading card platform on April 15
Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential
Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292aptoide,caterpillar,datacenters,maine,monarchtractor,stocks,wallstreetfalsefullBanks mixed as earnings season startshttps://seekingalpha.com/wsb?source=wsb_podcast:banks_mixed_as_earnings_season_startsmixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      

Show Notes
Power stocks with AI tailwinds  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71319654Tue, 14 Apr 2026 15:08:10 +0000Seeking AlphaEarnings season begins with https://seekingalpha.com/news/4574690-jpmorgan-chase-q1-earnings-beat-but-nii-outlook-trimmed?source=wsb_podcast:banks_mixed_as_earnings_season_starts and...mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      

Show Notes
Power stocks with AI tailwinds  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>204ad,ai,banks,citi,dividends,earnings,economy,fargo,google,inflation,j&j,jpmorgan,meta,online,power,ppi,revenue,stocks,wholesalefalsefullPC rally fades on Nvidia denialhttps://seekingalpha.com/wsb?source=wsb_podcast:flight_cuts_deepen_on_fuel_shockdenies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BE, GSAT, and more
Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days
What happens when AI becomes sentient? Google hired a philosopher to find out
Meta set to overtake Google in digital ad revenues for the first time

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BE, GSAT, and more
Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days
What happens when AI becomes sentient? Google hired a philosopher to find out
Meta set to overtake Google in digital ad revenues for the first time

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>296amazon,americanairlines,dell,hp,nvidia,stocks,unitedairlines,wallstreetfalsefullNetflix ad outlook lifts sentimenthttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_ad_outlook_lifts_sentimentbullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)

Show Notes
Dividend stocks with an attractive mix  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71295025Mon, 13 Apr 2026 18:18:29 +0000Seeking Alpha Netflix gains https://seekingalpha.com/news/4574393-netflix-wins-sell-side-praise-for-ad-potential-content-quality?source=wsb_podcast:netflix_ad_outlook_lifts_sentiment as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker...bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)

Show Notes
Dividend stocks with an attractive mix  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>191dividends,earnings,economy,goldman,home,netflix,sales,stockmarket,stocks,wallstreetfalsefullFlight cuts deepen on fuel shockhttps://seekingalpha.com/wsb?source=wsb_podcast:flight_cuts_deepen_on_fuel_shockglobal schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385flights,gsk,mo-rez,stocks,tesla,wallstreetfalsefullEarnings season begins as Trump threatens Hormuz blockadehttps://seekingalpha.com/wsb?source=wsb_podcast:earnings_season_begins_as_trump_threatens_hormuz_blockadeearnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  

Show Notes
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71277564Sun, 12 Apr 2026 19:59:47 +0000Seeking AlphaBig banks and tech names kick off https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:earnings_season_begins_as_trump_threatens_hormuz. (0:17) Trump orders U.S. to...earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  

Show Notes
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>204banks,blockade,dividends,earnings,economy,fed,hormuz,iran,netflix,peace,rates,stocks,strait,talks,trump,wallstreet,warfalsefullWall Street Roundup: risk on/risk offhttps://seekingalpha.com/wsb?source=wsb_podcast:risk_on_risk_off
Show links: 
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts

Episode transcripts: seekingalpha.com/wsb

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Show links: 
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SLP, TGLS, and more
China AI firm reveals $92M of banned Nvidia chip servers: report
Starmer “fed up” with volatile energy prices due to Putin, Trump
Russia, Ukraine agree to ceasefire for Orthodox Easter

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SLP, TGLS, and more
China AI firm reveals $92M of banned Nvidia chip servers: report
Starmer “fed up” with volatile energy prices due to Putin, Trump
Russia, Ukraine agree to ceasefire for Orthodox Easter

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>308falsefullSTAAR prelims signal upsidehttps://seekingalpha.com/wsb?source=wsb_podcast:staar_prelims_signal_upsidenet sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: APLD, STAA, and more
OpenAI plans retail IPO share allocation, CFO says
Bessent flags urgency on crypto bill amid regulatory gaps
Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71208183Thu, 09 Apr 2026 11:07:42 +0000Seeking AlphaSTAAR Surgical (STAA) announces preliminary https://seekingalpha.com/news/4573505-staar-surgical-announces-preliminary-net-sales-for-first-quarter-2026?source=wsb_podcast:staar_prelims_signal_upside for first quarter 2026. (00:14) Disney (DIS) plans...net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: APLD, STAA, and more
OpenAI plans retail IPO share allocation, CFO says
Bessent flags urgency on crypto bill amid regulatory gaps
Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>300disney,elililly,novonordisk,staar,stocks,wallstreetfalsefullMarkets pop on peace hopeshttps://seekingalpha.com/wsb?source=wsb_podcast:markets_pop_on_peace_hopesfutures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71178821Wed, 08 Apr 2026 10:43:38 +0000Seeking AlphaStock index https://seekingalpha.com/news/4573182-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:markets_pop_on_peace_hopes as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO)...futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>278futures,gopro,kimberlyclark,stocks,wallstreet,warfalsefullQuantum computer fever coolinghttps://seekingalpha.com/wsb?source=wsb_podcast:quantum_computer_fever_coolingcuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)

Show Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71162812Tue, 07 Apr 2026 17:48:59 +0000Seeking AlphaMizuho https://seekingalpha.com/news/4572929-durable-goods-orders-falls-more-than-expected-in-february?source=wsb_podcast:quantum_computer_fever_cooling but keeps strong upside outlook. (0:15) Broadcom gains after...cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)

Show Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>212ackman,ai,bag,broadcom,computing,delta,durable,economy,fees,goods,m&a,microsoft,music,quantum,stocks,takeover,universal,wallstreetfalsefullInsurers pop on Medicare rate hikehttps://seekingalpha.com/wsb?source=wsb_podcast:insurers_pop_on_medicare_rate_hikeInsurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71153940Tue, 07 Apr 2026 10:45:15 +0000Seeking Alphahttps://seekingalpha.com/news/4572839-insurance-stocks-jump-on-medicare-advantage-rate-boost-humana-unitedhealth-lead-gains?source=wsb_podcast:insurers_pop_on_medicare_rate_hike on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead...Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>303amazon,humana,medicare,spacex,stocks,unh,usps,wallstreetfalsefullDisney's new chapter in Paris beginshttps://seekingalpha.com/wsb?source=wsb_podcast:disneys_new_chapter_in_paris_beginsDisney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      

Show Notes
Credit default swap volumes hit record    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71134210Mon, 06 Apr 2026 15:34:18 +0000Seeking AlphaMajor https://seekingalpha.com/news/4572557-once-upon-a-second-park-disney-starts-a-new-chapter-in-paris?source=wsb_podcast:disneys_new_chapter_in_paris_begins with Frozen centerpiece unveiled. (0:15) BlackRock files for...Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      

Show Notes
Credit default swap volumes hit record    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>229cds,credit,default,dimon,disney,disneyland,etf,frozen,ipo,iqq,jpmorgan,madison,nasdaq,paris,park,private,qqq,stocks,theme,twiliofalsefullPepsiCo exits Kanye festhttps://seekingalpha.com/wsb?source=wsb_podcast:pepsico_exits_kanye_festLondon festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71130215Mon, 06 Apr 2026 11:07:07 +0000Seeking AlphaPepsiCo (PEP) exits https://seekingalpha.com/news/4572545-pepsico-exits-london-festival-sponsorship-after-kanye-west-named-headliner?source=wsb_podcast:pepsico_exits_kanye_fest sponsorship after Kanye West named headliner. (00:14) UK tries to...London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>342anthropic,kanye,neurocrine,pepsico,solenotherapeutics,stocks,uk,wallstreetfalsefullTrump says he may blow up Iran and seize its oilhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_says_he_may_blow_up_iran_and_seize_its_oilthreatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  

Show Notes
Delta expected to report solid numbers
Earnings Calendar 

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71119333Sun, 05 Apr 2026 18:04:19 +0000Seeking AlphaTrump https://seekingalpha.com/news/4572543-trump-floats-seizing-iran-oil-as-deadline-looms-for-nuclear-deal-report?source=wsb_podcast:trump_says_he_may_blow_up_iran_and_seize_its_oil big Tuesday Iran strikes over Strait deadline. (0:17) Markets...threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  

Show Notes
Delta expected to report solid numbers
Earnings Calendar 

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>274cpi,delta,dividends,earnings,economy,fed,inflation,iran,jobs,lookahead,oil,payrolls,pce,stocks,threat,trump,unemployment,wallstreet,warfalsefullAnthropic leak hits Claude Codehttps://seekingalpha.com/wsb?source=wsb_podcast:anthropic_leak_hits_claude_codescrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)

Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71063688Thu, 02 Apr 2026 14:32:50 +0000Seeking AlphaAnthropic https://seekingalpha.com/news/4571935-anthropic-working-to-contain-leak-of-code-behind-claude-ai-agent?source=wsb_podcast:anthropic_leak_hits_claude_code after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries...scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)

Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>217ai,aluminum,anthropic,bedbathbeyond,challenger,claude,code,deliveries,economy,hiring,jobs,leak,mcdondald's,shorts,source,steel,stocks,tariffs,tesla,valuefalsefullOil gains after war talkhttps://seekingalpha.com/wsb?source=wsb_podcast:oil_gains_after_war_talkOil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71060065Thu, 02 Apr 2026 10:31:03 +0000Seeking Alphahttps://seekingalpha.com/news/4571932-oil-prices-jump-as-trump-threatens-to-hit-iran-extremely-hard?source=wsb_podcast:oil_gains_after_war_talk as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks...Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>274iran,oil,samsclub,sleepnumber,stocks,wallstreetfalsefullNike plunges, options hint reboundhttps://seekingalpha.com/news/4530256-dave-busters-rallies-on-early-signs-a-turnaround-could-be-in-play?source=wsb_podcast:nike_plunges_options_hint_reboundoptions, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71046608Wed, 01 Apr 2026 16:13:07 +0000Seeking AlphaNike shares fall on weak outlook, https://seekingalpha.com/news/4571145-nike-stock-slammed-but-traders-bet-on-near-term-rebound?source=wsb_podcast:nike_plunges_options_hint_rebound,...options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292artemis,china,consumer,dave&buster's,earnings,economy,ikea,lollipop,meatball,moon,nasa,nike,retail,rh,sales,stockmarket,stocks,wallstreetfalsefullRH feels housing chillhttps://seekingalpha.com/wsb?source=wsb_podcast:rh_feels_housing_chillshares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71040929Wed, 01 Apr 2026 11:03:11 +0000Seeking AlphaRH https://seekingalpha.com/news/4570920-rh-shares-crater-on-missed-q4-results-sets-guidance-below-street-view?source=wsb_podcast:rh_feels_housing_chill on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins...shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>416baidu,oracle,restorationhardware,rh,stocks,wallstreetfalsefullMcCormick Unilever 44.8B dealhttps://seekingalpha.com/wsb?source=wsb_podcast:mccormick_unilever_448b_dealagrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    

Show Notes
The biggest pain trades of Q1 

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71023142Tue, 31 Mar 2026 16:46:20 +0000Seeking AlphaMcCormick https://seekingalpha.com/news/4570623-tasty-ma-mccormick-confirms-deal-for-unilevers-food-business?source=wsb_podcast:mccormick_unilever_448b_deal with Unilever foods. (0:15) Nvidia...agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    

Show Notes
The biggest pain trades of Q1 

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>234bag,checked,deal,increase,jetblue,m&a,marvell,mccormick,memory,micron,nvidia,stockmarket,stocks,trades,unileverfalsefullGold hit hard, Goldman keeps $5,400 targethttps://seekingalpha.com/wsb?source=wsb_podcast:Gold_hit_hard_goldman_keeps_5400_targethistoric monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/71016958Tue, 31 Mar 2026 10:45:44 +0000Seeking AlphaGold (XAUUSD:CUR) suffers https://seekingalpha.com/news/4570520-gold-suffers-historic-monthly-rout-but-goldman-sachs-doubles-down-on-5400-target?source=wsb_podcast:Gold_hit_hard_goldman_keeps_5400_target, but Goldman Sachs doubles down on $5,400...historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341buillion,gm,gold,netflix,stocks,wallstreetfalsefullMistral loads up on Nvidiahttps://seekingalpha.com/wsb?source=wsb_podcast:mistral_loads_up_on_nvidiaraises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70994148Mon, 30 Mar 2026 10:57:23 +0000Seeking AlphaMistral https://seekingalpha.com/news/4570069-mistral-raises-830m-debt-to-buy-chips-for-ai-data-center?source=wsb_podcast:mistral_loads_up_on_nvidia to buy chips for AI data center: report. (00:14) DeepSeek experiences...raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>299asml,deepseek,fannie,freddie,mistralai,stocks,wallstreetfalsefullHoliday week meets key jobs reporthttps://seekingalpha.com/wsb?source=wsb_podcast:holiday_week_meets_key_jobs_reporta worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70976925Sun, 29 Mar 2026 16:18:00 +0000Seeking AlphaWeak March jobs could mean https://seekingalpha.com/article/4886030-what-ai-threat-might-do-to-march-2026-job-report?source=wsb_podcast:holiday_week_meets_key_jobs_report for stocks. (0:17) Nike...a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>250dividends,earnings,economy,employment,energy,exports,gas,ground,iran,jobs,nike,oil,payrolls,ruddia,stocks,troops,unemploymentfalsefullWall Street Roundup: market shifts to defensehttps://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:market_defense_shifts
Show links: 
Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Strait of Hormuz disruptions send global plastics prices soaring
Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more
Wall Street slides as Trump delays Iran energy strikes

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70933273Fri, 27 Mar 2026 18:01:06 +0000Seeking AlphaIt's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20) Show links: ...
Show links: 
Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Strait of Hormuz disruptions send global plastics prices soaring
Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more
Wall Street slides as Trump delays Iran energy strikes

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>796ai,analysis,economy,energy,exxon,fed,geopolitical,interest,investing,iran,macroeconomics,majors,oil,rates,risk,stocks,strategies,techfalsefullRates tick higher as housing demand growshttps://seekingalpha.com/wsb?source=wsb_podcast:rates_tick_higher_as_housing_demand_growsgradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: U, VERI, and more
Trump’s signature to appear on U.S. currency, a first for a sitting president
OpenAI ad pilot crosses $100M annualized revenue mark in six weeks
Pentagon weighs sending up to 10,000 more troops to the Middle East: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70921782Fri, 27 Mar 2026 10:52:51 +0000Seeking AlphaMortgage rates continue to rise, but housing market is https://seekingalpha.com/news/4569440-mortgage-rates-continue-to-rise-but-housing-market-is-gradually-improving?source=wsb_podcast:rates_tick_higher_as_housing_demand_grows. (00:14) Netflix (NFLX)...gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: U, VERI, and more
Trump’s signature to appear on U.S. currency, a first for a sitting president
OpenAI ad pilot crosses $100M annualized revenue mark in six weeks
Pentagon weighs sending up to 10,000 more troops to the Middle East: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>265dhs,mortgage,netflix,stocks,tsa,wallstreetfalsefullHenkel adds shine with Olaplexhttps://seekingalpha.com/wsb?source=wsb_podcast:henkel_adds_shine_with_olaplexacquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327addiction,google,jetblue,jury,meta,olaplex,stocks,wallstreetfalsefullTrump taps tech elite for science councilhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_taps_tech_elite_for_science_councilup to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    

Show Notes
Meta ties exec rewards to $9T valuation   

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70876624Wed, 25 Mar 2026 18:26:01 +0000Seeking AlphaThe president could name https://seekingalpha.com/news/4568496-jensen-huang-mark-zuckerberg-among-trumps-tech-council?source=wsb_podcast:trump_taps_tech_elite_for_science_council on new tech panel. (0:15) Memory chip stocks fall after Google unveils...up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    

Show Notes
Meta ties exec rewards to $9T valuation   

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>214advisors,blackrock,brin,chewy,credit,earnings,eillison,fink,huang,memory,meta,panel,president,private,science,stocks,su,tech,trump,zuckerbergfalsefullPeace plan pumps futureshttps://seekingalpha.com/wsb?source=wsb_podcast:peace_plan_pumps_futurespeace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70869288Wed, 25 Mar 2026 10:59:48 +0000Seeking AlphaNasdaq, S&P, Dow futures gain on talks of U.S.-Iran https://seekingalpha.com/news/4568288-iran-response-us-negotiation-to-end-war?source=wsb_podcast:peace_plan_pumps_futures. (00:14) Pentagon seems to be...peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>314anthropic,armholdings,iran,peace,stocks,wallstreetfalsefullTrading before the Tweetshttps://seekingalpha.com/wsb?source=wsb_podcast:trading_before_the_tweetsoil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)      

Show Notes
Citi’s negative ROE trend stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70852919Tue, 24 Mar 2026 15:13:54 +0000Seeking AlphaHeavy https://seekingalpha.com/news/4567692-next-phase-of-iran-trade-checking-the-tape-before-the-tweet?source=wsb_podcast:trading_before_the_tweets, raising timing questions (0:15) BofA reinstates bullish ratings on...oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)      

Show Notes
Citi’s negative ROE trend stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>240ahead,ai,buyers,coreweave,housing,imbalance,insider,iran,market,microsoft,nebius,oil,oracle,roe,sellers,stocks,tech,timing,trades,trumpfalsefullFCC router ban plugs into gainshttps://seekingalpha.com/wsb?source=wsb_podcast:fcc_router_ban_plugs_into_gainsforeign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70848571Tue, 24 Mar 2026 10:50:42 +0000Seeking AlphaU.S. bans new https://seekingalpha.com/news/4567637-us-bans-new-foreign-made-routers-over-security-risks?source=wsb_podcast:fcc_router_ban_plugs_into_gains over security risks. (00:14) SK hynix (HXSCL) to buy...foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>311asml,esteelauder,netgear,puig,routers,skhynix,stocks,wallstreetfalsefullTrump roils markets touting quick end to Iran warhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_roils_markets_touting_quick_end_to_iran_warstocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)    

Show Notes
Citi’s top stocks for positive ROE trends  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70832648Mon, 23 Mar 2026 16:47:22 +0000Seeking AlphaTrump sparks big moves in https://seekingalpha.com/news/4567222-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:trump_roils_markets_touting_quick_end_to_iran_war and...stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)    

Show Notes
Citi’s top stocks for positive ROE trends  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>212agent,ai,ceo,end,gambling,hormuz,humanoid,iran,markets,mcdonald's,oil,prediction,robot,roe,sports,stockmarket,stocks,trum,war,zuckerbergfalsefullGold loses safe haven shinehttps://seekingalpha.com/wsb?source=wsb_podcast:gold_loses_safe_haven_shine2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>286austin,berkshirehathaway,bullion,chips,gold,stocks,tokiomarine,wallstreetfalsefullTrump gives Hormuz ultimatum but markets waryhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_gives_hormuz_ultimatum_but_markets_warythreatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70815213Sun, 22 Mar 2026 18:21:05 +0000Seeking AlphaTrump https://seekingalpha.com/news/4567155-hormuz-opening-several-weeks-off-despite-trump-deadline-prediction-markets?source=wsb_podcast:trump_gives_hormuz_ultimatum_but_markets_wary if strait not open. (0:17) GameStop...threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>237ai,dividends,earnings,gamestop,guilty,hormuz,iran,misleading,musk,oil,openai,rates,stockmarket,stocks,trump,twitter,warfalsefullSMCI hit by export scandalhttps://seekingalpha.com/wsb?source=wsb_podcast:smci_hit_by_export_scandalfutures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, SMCI, TGNA and more
Investment News Quiz
The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research
Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report
Bezos raising $100B to buy industrial firms and upgrade them with AI: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70776880Fri, 20 Mar 2026 10:54:43 +0000Seeking AlphaNasdaq, S&P, Dow https://seekingalpha.com/news/4566867-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:smci_hit_by_export_scandal as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as...futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, SMCI, TGNA and more
Investment News Quiz
The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research
Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report
Bezos raising $100B to buy industrial firms and upgrade them with AI: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>340mccormick,stocks,supermircocomputer,unilever,wallstreetfalsefullBoE fear hits Fed betshttps://seekingalpha.com/wsb?source=wsb_podcast:boe_fear_hits_fed_betshawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)

Show Notes
Stocks most neglected by hedge funds

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70755142Thu, 19 Mar 2026 18:12:04 +0000Seeking AlphaBoE https://seekingalpha.com/news/4566411-uk-gilt-yields-skyrocket-on-boe-pause-us-treasuries-follow-as-rate-cut-hopes-fade?source=wsb_podcast:boe_fear_hits_fed_bets wipes out market...hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)

Show Notes
Stocks most neglected by hedge funds

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>273alcoa,alibaba,aluminum,boe,cut,earnings,economy,fed,fivebelow,funds,hawk,hedge,hike,music,oscars,rates,ratings,revenue,stocks,yieldsfalsefullMicron tops, shares fallhttps://seekingalpha.com/wsb?source=wsb_podcast:micron_tops_shares_fallslides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70742931Thu, 19 Mar 2026 10:40:06 +0000Seeking AlphaMicron (MU) https://seekingalpha.com/news/4565881-micron-ticks-down-even-as-q2-results-guidance-blow-past-forecasts-on-ai-strength?source=wsb_podcast:micron_tops_shares_fall even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI...slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>359micron,oil,southpars,stocks,swarmer,wallstreetfalsefullPowell to stay on amid DOJ probe of Fedhttps://seekingalpha.com/wsb?source=wsb_podcast:powell_to_stay_on_amid_doj_probe_of_fedholds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)    

Show Notes
Oil is the new Fed chair
Stocks tumble as yields climb  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70724978Wed, 18 Mar 2026 20:41:03 +0000Seeking AlphaFed https://seekingalpha.com/news/4566008-federal-reserve-keeps-policy-on-hold-for-third-straight-meeting-as-expected?source=wsb_podcast:powell_to_stay_on_amid_doj_probe_of_fed as Middle East uncertainty clouds outlook. (0:16)...holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)    

Show Notes
Oil is the new Fed chair
Stocks tumble as yields climb  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>185doj,dollar,dotplot,economy,fed,fomc,inflation,jobs,labor,oil,powell,prices,rates,sep,stocks,yieldsfalsefullThe AI no one claimshttps://seekingalpha.com/wsb?source=wsb_podcast:the_ai_no_one_claimsHunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70714279Wed, 18 Mar 2026 10:52:51 +0000Seeking AlphaWhat is “https://seekingalpha.com/news/4565643-what-is-hunter-alpha-ai-model-fuels-talk-of-new-system-at-deepseek?source=wsb_podcast:the_ai_no_one_claims”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top-...Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>359amazon,hunteralpha,lululemon,stocks,usps,wallstreetfalsefullOpenClaw's gamechanger momenthttps://seekingalpha.com/wsb?source=wsb_podcast:openclaws_gamechanger_momentto launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)   

Show Notes
Is the S&P good for diversification anymore?
Amazon unveils 1-hour delivery  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70688257Tue, 17 Mar 2026 14:35:08 +0000Seeking AlphaNvidia partners with OpenClaw creator https://seekingalpha.com/news/4564980-huang-says-openclaw-to-transform-every-saas-into-agentic-company-gtc?source=wsb_podcast:openclaws_gamechanger_moment enterprise AI agent framework. (0:15)...to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)   

Show Notes
Is the S&P good for diversification anymore?
Amazon unveils 1-hour delivery  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2531-hour,agent,ai,airlines,amazon,america,delivery,delta,diesel,immigration,licenses,nemoclaw,nvidia,openclaw,s&p,stockmarket,stocks,truckingfalsefullBeyond Meat slides on report delayhttps://seekingalpha.com/wsb?source=wsb_podcast:beyond_meat_slides_on_report_delaydelay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BYND, LNSR, and more
OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports
Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC
Big tech carbon credit buys soar as AI race heats up, led by Microsoft

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70683200Tue, 17 Mar 2026 10:39:56 +0000Seeking AlphaBeyond Meat (BYND) to https://seekingalpha.com/news/4565060-beyond-meat-to-delay-filing-annual-report?source=wsb_podcast:beyond_meat_slides_on_report_delay annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG...delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BYND, LNSR, and more
OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports
Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC
Big tech carbon credit buys soar as AI race heats up, led by Microsoft

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>305beyondmeat,lg,skhynix,stocks,tesla,wallstreetfalsefullPrivate credit meets redemptionshttps://seekingalpha.com/wsb?source=wsb_podcast:private_credit_meets_redemptionslimit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)

Show Notes
The 20 stocks hedge funds love to short

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70659080Mon, 16 Mar 2026 14:56:41 +0000Seeking AlphaPrivate credit funds https://seekingalpha.com/news/4564712-private-credit-funds-face-massive-redemption-wave-as-wealthy-investors-head-for-exits---ft?source=wsb_podcast:private_credit_meets_redemptions after wealthy investors seek $10B. (0:15) Alibaba...limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)

Show Notes
The 20 stocks hedge funds love to short

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>219agentic,ai,alibaba,credit,deal,dollartree,earnings,funds,hedge,lending,meta,movies,nebius,oscars,private,redemptions,shorts,stock,stockmarket,warnerfalsefullMicron doubles Taiwan bethttps://seekingalpha.com/wsb?source=wsb_podcast:micron_doubles_taiwan_betmove higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: META, MU, gold stocks, and more
Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth
Peter Thiel is said to host private Rome conference on Antichrist
Alibaba plans to launch enterprise-focused AI agent as soon as this week - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: META, MU, gold stocks, and more
Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth
Peter Thiel is said to host private Rome conference on Antichrist
Alibaba plans to launch enterprise-focused AI agent as soon as this week - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327foxconn,futures,micron,stocks,wallstreetfalsefullFed meets as oil shock roils outlookhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_meets_as_oil_shock_roils_outlookjust 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70648056Sun, 15 Mar 2026 18:20:42 +0000Seeking AlphaFed meeting on tap with swaps priding in https://seekingalpha.com/news/4563904-traders-no-longer-expect-a-full-25-bp-fed-rate-cut-this-year---report?source=wsb_podcast:fed_meets_as_oil_shock_roils_outlook. (0:17) Micron earnings expected to show...just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>229ai,dividends,earnings,economy,fed,fomc,inflation,jobs,meta,micron,rates,semiconductor,stocks,terafab,tesla,wallstreetfalsefullWall Street Roundup: war, oil, airlines, energy, AI, private credithttps://seekingalpha.com/wsb?source=wsb_podcast:roundup_war_oil_ai
Show Notes: 
CPI read: Airfares jumped 7% in February even before the spike in oil prices
Oracle targets rapid AI infrastructure expansion 

Episode transcripts: seekingalpha.com/wsb

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Show Notes: 
CPI read: Airfares jumped 7% in February even before the spike in oil prices
Oracle targets rapid AI infrastructure expansion 

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>604ai,airlines,banks,earnings,economy,financials,inflation,investing,oil,oracle,southwest,stocks,tech,trading,warfalsefullAdobe beats, CEO exitshttps://seekingalpha.com/wsb?source=wsb_podcast:adobe_beats_ceo_exitsslips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: ADBE, ULTA, and more
News Quiz: Friday, Mar. 13
Apple cuts App Store commission fees in China to 25%
More tariffs? U.S. launches new trade probes into 60 economies over forced labor
Retail jolt: Amazon plans to move Prime Day into June for the first time

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: ADBE, ULTA, and more
News Quiz: Friday, Mar. 13
Apple cuts App Store commission fees in China to 25%
More tariffs? U.S. launches new trade probes into 60 economies over forced labor
Retail jolt: Amazon plans to move Prime Day into June for the first time

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>356adobe,ai,avocado,crudeoil,metaplatforms,oil,stocks,wallstreetfalsefullThe largest oil supply shock everhttps://seekingalpha.com/wsb?source=wsb_podcast:the_largest_oil_supply_shock_everthe most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)

Show Notes
The 20 stocks hedge funds love the most
Time to stop treating AI as a chatbot  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70610739Thu, 12 Mar 2026 16:34:08 +0000Seeking AlphaIEA says 7.5% of global oil supply will be disrupted, https://seekingalpha.com/news/4563606-iran-war-disrupts-75-of-global-oil-supply-iea-says---reports?source=wsb_podcast:the_largest_oil_supply_shock_ever. (0:15) Goldman...the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)

Show Notes
The 20 stocks hedge funds love the most
Time to stop treating AI as a chatbot  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>249ai,crude,cut,dick's,earnings,economy,fed,goldman,hedge,iea,inflation,iran,lilly,oil,rate,shock,stocks,supply,war,warningfalsefullAtlassian trims staff for AIhttps://seekingalpha.com/wsb?source=wsb_podcast:atlassian_trims_staff_for_aifutures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PATH, BMBL, and more
U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs
Intel shareholder sues over 10% stake deal with U.S. government - report
The 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran war

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PATH, BMBL, and more
U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs
Intel shareholder sues over 10% stake deal with U.S. government - report
The 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran war

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>302atlassian,r2,rivian,stocks,wallstreetfalsefullInflation holds, but oil loomshttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_holds_but_oil_loomsmeets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)

Show Notes
The most ‘disconnected’ tech trade    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70592840Wed, 11 Mar 2026 15:05:40 +0000Seeking AlphaFebruary CPI https://seekingalpha.com/news/4563150-cpi-rises-24-yy-in-february-as-expected-still-above-fed-target?source=wsb_podcast:inflation_holds_but_oil_looms, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after...meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)

Show Notes
The most ‘disconnected’ tech trade    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>246campbell's,consumer,cpi,credit,earnings,economy,fed,inflation,jpmorgan,nebius,nvidia,oil,pill,poison,prices,private,rates,software,starz,writedownfalsefullOracle beat sends shares uphttps://seekingalpha.com/wsb?source=wsb_podcast:oracle_beat_sends_shares_uptop estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ORCL, AVAV, and more
Microsoft backs Anthropic in legal fight over Pentagon blacklisting
Starboard Value takes $350M activist stake in CarMax: report
OpenAI reportedly plans to launch Sora video AI in ChatGPT

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ORCL, AVAV, and more
Microsoft backs Anthropic in legal fight over Pentagon blacklisting
Starboard Value takes $350M activist stake in CarMax: report
OpenAI reportedly plans to launch Sora video AI in ChatGPT

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327nintendo,oil,oracle,stocks,wallstreetfalsefullEx-Meta AI chief LeCun's startup raises $1B seedhttps://seekingalpha.com/wsb?source=wsb_podcast:exmeta_ai_chief_lecuns_startup_raises_1b_seedalso names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)

Show Notes
Polymarket taps Palantir to help referee sports betting

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70571781Tue, 10 Mar 2026 16:37:53 +0000Seeking AlphaAI startup Advanced Machine Intelligence https://seekingalpha.com/news/4562575-former-meta-ai-chiefs-startup-raises-103b-appoints-ceo?source=wsb_podcast:exmeta_ai_chief_lecuns_startup_raises_1b_seed. (0:15) Anthropic warns Pentagon blacklist could...also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)

Show Notes
Polymarket taps Palantir to help referee sports betting

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>231ackman,ai,amat,anthropic,crowdstrike,ipo,lecun,machines,meta,micron,nvidia,pentagon,pershing,seed,startup,stocks,thinking,vertex,wallstreetfalsefullAI spending drives TSMChttps://seekingalpha.com/wsb?source=wsb_podcast:ai_spending_drives_tsmcevenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HPE, RAIL, and more
Iran says oil blockade will persist until attacks end
JPMorgan sees 10% S&P 500 pullback on heightened war concerns
Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70565123Tue, 10 Mar 2026 10:59:40 +0000Seeking AlphaTSMC Jan-Feb rhttps://seekingalpha.com/news/4562561-tsmc-jan-feb-revenue-rises-30-amid-strong-global-ai-demand?source=wsb_podcast:ai_spending_drives_tsmc amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S....evenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HPE, RAIL, and more
Iran says oil blockade will persist until attacks end
JPMorgan sees 10% S&P 500 pullback on heightened war concerns
Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>299archeraviation,jetblue,jobyaviation,stocks,tsmc,wallstreetfalsefullAnthropic sues Pentagon over AI banhttps://seekingalpha.com/wsb?source=wsb_podcast:anthropic_sues_pentagon_over_ai_bansues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)

Show Notes
Where are airlines hedged on jet fuel?
Oil will delay global rate cut plans
It’s Barbie’s birthday

 Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70554138Mon, 09 Mar 2026 18:45:29 +0000Seeking AlphaAnthropic https://seekingalpha.com/news/4562359-anthropic-fires-back-at-pentagon-with-lawsuits-over-supply-chain-risk-designation-report?source=wsb_podcast:anthropic_sues_pentagon_over_ai_ban after supply chain risk label kills AI contract. (0:15) Oil...sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)

Show Notes
Where are airlines hedged on jet fuel?
Oil will delay global rate cut plans
It’s Barbie’s birthday

 Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>293ai,airlines,anthropic,barbie,dod,economy,fed,hims,lawsuit,mattel,novo,nvidia,oil,pentagon,prices,rates,stocks,supply-chain,vix,whalefalsefullG7 weighs oil market boosthttps://seekingalpha.com/wsb?source=wsb_podcast:g7_weighs_oil_market_boostoil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Airline stocks and more
S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock
Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports
The effect of rising crude prices on global GDP
Is Putin the big winner in the Iran conflict?
Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70546369Mon, 09 Mar 2026 11:01:00 +0000Seeking AlphaG7 to discuss coordinated https://seekingalpha.com/news/4562122-g7-to-discuss-coordinated-oil-reserve-release-ft-says-dollar-pulls-back?source=wsb_podcast:g7_weighs_oil_market_boost, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ...oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Airline stocks and more
S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock
Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports
The effect of rising crude prices on global GDP
Is Putin the big winner in the Iran conflict?
Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327alphabet,futures,g7,livenation,oil,stocks,ticketmaster,wallstreetfalsefullHow high can oil go?https://seekingalpha.com/wsb?source=wsb_podcast:how_high_can_oil_goexpected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70538810Sun, 08 Mar 2026 17:55:39 +0000Seeking AlphaOil rally https://seekingalpha.com/news/4562095-oil-tops-95-on-hyperliquid-contracts-1-in-4-chance-of-150?source=wsb_podcast:how_high_can_oil_go amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings...expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>240ai,capex,cpi,crude,dividends,earnings,ecnomy,hers,hims,inflation,iran,novo,oil,oracle,prices,stocks,supply,war,weight-lossfalsefullIndia to buy Russian oil as war disrupts supplieshttps://seekingalpha.com/wsb?source=wsb_podcast:India_Russian_oilwaiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>320ai,amd,brent,china,crude,glp-1,india,iran,israel,nvidia,oil,pfizer,russia,tech,trump,wtifalsefullOil surges as Hormuz shipping haltshttps://seekingalpha.com/wsb?source=wsb_podcast:oil_surges_as_hormuz_shipping_haltssurges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)    

Show Notes
The AI doomsday is already here  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70486064Thu, 05 Mar 2026 17:43:40 +0000Seeking AlphaOil https://seekingalpha.com/news/4561321-oil-prices-surge-on-worries-of-prolonged-supply-disruptions-from-middle-east-war?source=wsb_podcast:oil_surges_as_hormuz_shipping_halts shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise...surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)    

Show Notes
The AI doomsday is already here  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>243ai,apocolypse,berkshire,broadcom,buyback,crude,earnings,grocery,hormuz,inflation,iran,israel,oil,okta,outlet,stockmarket,stocks,warfalsefullAd deal buzz lifts Trade Deskhttps://seekingalpha.com/wsb?source=wsb_podcast:ad_deal_buzz_lifts_trade_deskad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: AVGO, VEEV, and more
Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports
Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report
KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis
Morgan Stanley to cut about 3% of workforce across key divisions

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70477472Thu, 05 Mar 2026 11:21:35 +0000Seeking AlphaOpenAI explored https://seekingalpha.com/news/4561059-openai-explored-ad-sales-with-the-trade-desk-as-revenue-hits-25b-the-information?source=wsb_podcast:ad_deal_buzz_lifts_trade_desk with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information....ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: AVGO, VEEV, and more
Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports
Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report
KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis
Morgan Stanley to cut about 3% of workforce across key divisions

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>303openai,robinhood,stocks,tariffs,tradedesk,wallstreetfalsefullRate-cut plans hit an oil slickhttps://seekingalpha.com/wsb?source=wsb_podcast:ratecut_plans_hit_an_oil_slickrising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)

Show Notes
Tesla whale backs Nvidia

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70449939Wed, 04 Mar 2026 19:48:43 +0000Seeking AlphaBond market signals https://seekingalpha.com/news/4560620-kevin-warsh-s-rate-cut-plan-hits-an-oil-slick?source=wsb_podcast:ratecut_plans_hit_an_oil_slick ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to...rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)

Show Notes
Tesla whale backs Nvidia

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>249adp,crowdstrike,crypto,earnings,economy,etfs,fed,inflation,iran,ism,jobs,moderna,nvidia,oil,payrolls,rates,tesla,war,warsh,whalefalsefullCrowdStrike ARR Tops $5.2Bhttps://seekingalpha.com/wsb?source=wsb_podcast:crowdstrike_arr_tops_52bARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: MRNA, GTLB, and more
Superintelligence push: Meta said to create applied AI engineering organization
Firearm demand continues its five-year downtrend in the U.S.
OpenAI eyeing contract with NATO, defends Pentagon deal: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70439627Wed, 04 Mar 2026 11:33:00 +0000Seeking AlphaCrowdStrike's (CRWD) Q4 financial results demonstrate https://seekingalpha.com/news/4560343-crowdstrikes-q4-financial-results-demonstrate-arr-surpassing-5b?source=wsb_podcast:crowdstrike_arr_tops_52b $5B. (00:13) U.S. Senate...ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: MRNA, GTLB, and more
Superintelligence push: Meta said to create applied AI engineering organization
Firearm demand continues its five-year downtrend in the U.S.
OpenAI eyeing contract with NATO, defends Pentagon deal: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>355anthropic,crowdstrike,iran,middleeast,stocks,wallstreetfalsefullDip buyers face froth fightershttps://seekingalpha.com/wsb?source=wsb_podcast:dip_buyers_face_froth_fightersoil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     

Show Notes
The Jefferies AI Beneficiary Basket

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70419609Tue, 03 Mar 2026 18:23:19 +0000Seeking AlphaBulls and bears battle as https://seekingalpha.com/news/4560209-oil-prices-rise-as-tensions-in-the-middle-east-continue?source=wsb_podcast:dip_buyers_face_froth_fighters,...oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     

Show Notes
The Jefferies AI Beneficiary Basket

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>272ai,amazon,bestbuy,campus,datacenter,debt,dollar,dow,earnings,gold,gwu,junk,oil,paramount,silver,s&p,stockmarket,stocks,tech,vixfalsefullTech drags futures lowerhttps://seekingalpha.com/wsb?source=wsb_podcast:tech_drags_futures_lowerfutures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLUG, MDB, and more
Paramount’s debt cut to junk status after Warner Bros. deal
Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikes
MongoDB crashes amid mixed guidance, executive shakeup

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70406406Tue, 03 Mar 2026 11:59:29 +0000Seeking AlphaStock index https://seekingalpha.com/news/4559986-stock-index-futures-tumbles-as-tech-weakness-weighs?source=wsb_podcast:tech_drags_futures_lower as tech weakness weighs. (00:14) Drone strikes...futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLUG, MDB, and more
Paramount’s debt cut to junk status after Warner Bros. deal
Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikes
MongoDB crashes amid mixed guidance, executive shakeup

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>342anthropic,aws,dod,futures,middleeast,openai,plugpower,stocks,wallstreetfalsefullTravel stocks slide in wake of conflicthttps://seekingalpha.com/wsb?source=wsb_podcast:travel_stocks_slide_in_wake_of_conflictall struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)

Show Notes
The Jefferies AI Risk Basket

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70392510Mon, 02 Mar 2026 18:02:25 +0000Seeking AlphaCruise lines, airlines, hotels https://seekingalpha.com/news/4559423-airline-hotel-and-cruise-line-stocks-fall-on-middle-east-and-oil-concerns?source=wsb_podcast:travel_stocks_slide_in_wake_of_conflict. (0:15) AES plunges after...all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)

Show Notes
The Jefferies AI Risk Basket

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>249aes,ai,airlines,antropic,cruise,economy,hotels,iran,manufacturing,netflix,oil,outage,risk,stockmarket,stocks,takeover,wallstreet,war,yieldsfalsefullWar shock sends oil uphttps://seekingalpha.com/wsb?source=wsb_podcast:war_shock_sends_oil_upmultiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets
Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights
Khamenei betting frenzy triggers backlash, scrutiny of prediction markets
Quant check: Defense stocks volatile on rising U.S.-Iran tensions

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets
Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights
Khamenei betting frenzy triggers backlash, scrutiny of prediction markets
Quant check: Defense stocks volatile on rising U.S.-Iran tensions

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>340brent,crudeoil,fedex,gold,iran,oil,stocks,wallstreet,warfalsefullKhamenei killed, oil set to surgehttps://seekingalpha.com/wsb?source=wsb_podcast:khamenei_killed_oil_set_to_surgeoil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)

Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70376323Sun, 01 Mar 2026 18:04:44 +0000Seeking AlphaWhat’s next for https://seekingalpha.com/news/4559017-prediction-markets-indicate-oil-pop-monday-20-percent-rise-this-month?source=wsb_podcast:khamenei_killed_oil_set_to_surge and...oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)

Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>240ai,anthropic,attacks,dividends,earnings,gold,government,iran,israel,jobs,khamemei,middleeast,oil,openai,payroll,pentagon,stockmarket,stocks,unemployment,warfalsefullWall Street Roundup: Nvidia beats and drops in edgy markethttps://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:nvidia_edgy_market
Show links: 
There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70340235Fri, 27 Feb 2026 19:39:01 +0000Seeking AlphaIs Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Show links: ...
Show links: 
There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1169ai,block,circle,earnings,economy,employment,ibm,investing,investors,jobs,macro,microsoft,netflix,nvidia,paramount,salesforce,stocks,wbdfalsefullNetflix taps out on WBDhttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_taps_out_on_wbdwalks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70328769Fri, 27 Feb 2026 11:30:51 +0000Seeking AlphaParamount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) https://seekingalpha.com/news/4558365-paramount-wins-the-bidding-war-for-warner-bros-as-netflix-walks-away?source=wsb_podcast:netflix_taps_out_on_wbd. (00:18) Anthropic CEO...walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>326anthropic,burgerking,netflix,paramount,pentagon,stocks,wallstreet,wbd,whopperfalsefullAI premium fades as staples surgehttps://seekingalpha.com/wsb?source=wsb_podcast:ai_premium_fades_as_staples_surgerotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

Show Notes
Jane Street now top holder of silver ETF

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70306621Thu, 26 Feb 2026 19:38:26 +0000Seeking AlphaInvestors https://seekingalpha.com/news/4557783-from-ai-to-a1-sauce-staples-are-now-pricier-than-megacaps?source=wsb_podcast:ai_premium_fades_as_staples_surge as breadth increases. (0:16)...rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

Show Notes
Jane Street now top holder of silver ETF

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2687,ai,churchill,earnings,etf,jane,krispy,losses,magnificent,megacaps,post,premium,shake,silver,slv,staples,stock,stockmarket,wallstreet,washingtonfalsefullC3.ai’s big misshttps://seekingalpha.com/wsb?source=wsb_podcast:c3ais_big_missmissed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CRM, TTD, NTNX, and more
Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
Trump administration to hold back $259M in Medicaid payments to Minnesota
Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70298151Thu, 26 Feb 2026 11:50:50 +0000Seeking AlphaC3.ai (AI) shares fall on https://seekingalpha.com/news/4557342-c3ai-shares-fall-on-missed-guidance-regional-sales-shortfalls-and-workforce-reductions?source=wsb_podcast:c3ais_big_miss, regional sales shortfalls, and workforce reductions. (00:14)...missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CRM, TTD, NTNX, and more
Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
Trump administration to hold back $259M in Medicaid payments to Minnesota
Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>349c3ai,deepseek,nvidia,stocks,wallstreetfalsefullMicrosoft, Nvidia, Uber back Wayve's $1.2B fundinghttps://seekingalpha.com/wsb?source=wsb_podcast:wayve_fundingraises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)

Show links: 
HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70274861Wed, 25 Feb 2026 19:00:56 +0000Seeking AlphaSelf-driving startup Wayve https://seekingalpha.com/news/4556381-self-driving-startup-wayve-raises-12b-from-microsoft-nvidia-uber-at-86b-valuation?source=wsb_podcast:wayve_funding $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation...raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)

Show links: 
HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>262air,hp,investing,joby,lowe's,microsoft,news,nvidia,robotaxi,software,stocks,travel,uber,wayvefalsefullUBS hikes private credit default viewhttps://seekingalpha.com/wsb?source=wsb_podcast:ubs_hikes_private_credit_default_viewprivate credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70265101Wed, 25 Feb 2026 12:01:13 +0000Seeking AlphaUBS hikes worst-case https://seekingalpha.com/news/4556438-ubs-hikes-worst-case-private-credit-default-view-to-15-on-ai-fears?source=wsb_podcast:ubs_hikes_private_credit_default_view default view to 15% on AI fears. (00:14) AMC Entertainment (AMC)...private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>389amc,sotu,stocks,ubs,wallstreetfalsefullFedEx demands tariffs return to senderhttps://seekingalpha.com/wsb?source=wsb_podcast:fedex_demands_tariffs_return_to_senderfull refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70247895Tue, 24 Feb 2026 11:37:22 +0000Seeking AlphaFedEx (FDX) sues U.S. for https://seekingalpha.com/news/4555620-fedex-sues-us-for-full-refund-of-ieepa-tariffs?source=wsb_podcast:fedex_demands_tariffs_return_to_sender of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses...full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347anthropic,fedex,himshers,ibm,ieepa,stocks,wallstreetfalsefullFutures slip amid renewed tariff-related uncertaintyhttps://seekingalpha.com/wsb?source=wsb_podcast:futures_slip_amid_renewed_tariff_related_uncertaintyfutures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70224898Mon, 23 Feb 2026 12:11:46 +0000Seeking AlphaStock index https://seekingalpha.com/news/4555024-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:futures_slip_amid_renewed_tariff_related_uncertainty amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck,...futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>345bitcoin,dhs,futures,globalentry,stocks,tsa,wallstreetfalsefullWall Street Roundup: Supreme Court Ruleshttps://seekingalpha.com/wsb?source=wsb_podcast:supreme_court_rulesstrikes down Trump's global tariffs (9:30)

Episode transcripts: seekingalpha.com/wsb

Show links: 
The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70180535Fri, 20 Feb 2026 17:54:33 +0000Seeking AlphaWalmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court https://seekingalpha.com/news/4554697-us-supreme-court-strikes-down-trumps-global-tariffs?source=wsb_podcast:supreme_court_rules Trump's global tariffs (9:30) Episode transcripts:...strikes down Trump's global tariffs (9:30)

Episode transcripts: seekingalpha.com/wsb

Show links: 
The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>329carvana,doordash,figma,moderna,stocks,wallstreetfalsefullJapan sends $36B flowing into U.S. energyhttps://seekingalpha.com/wsb?source=wsb_podcast:japan_sends_36b_flowing_into_us_energy$36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS

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Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>272google,japan,palantir,stocks,wallstreet,youtubefalsefullMasimo jumps as Danaher nears $10B dealhttps://seekingalpha.com/wsb?source=wsb_podcast:masimo_jumps_as_danaher_nears_10b_deal$10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333costco,danaher,elliott,masimo,norwegian,stocks,wallstreetfalsefullWalmart headlines holiday earnings weekhttps://seekingalpha.com/wsb?source=wsb_podcast:walmart_headlines_holiday_earnings_weekfeatures in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)

Show Notes
Goldman’s AI pair trades
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70070429Sun, 15 Feb 2026 18:11:37 +0000Seeking AlphaWalmart https://seekingalpha.com/article/4870254-walmart-great-execution-terrible-entry-point-downgrade?source=wsb_podcast:walmart_headlines_holiday_earnings_week in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP...features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)

Show Notes
Goldman’s AI pair trades
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>203ai,court,dividends,earnings,economy,gdp,goldman,income,india,inflation,jensen,nvidia,pce,software,stockmarket,stocks,summit,supreme,tariffsfalsefullWall Street Roundup: economic data, earnings updateshttps://seekingalpha.com/wsb?source=wsb_podcast:eocnomic_data_earnings_updates
Episode transcripts: seekingalpha.com/wsb

Show links: 
Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>825ai,data,draftkings,earnings,economic,economy,employment,fed,indicators,inflation,jobs,macro,stock,stocks,walmart,warshfalsefullBuy now, pay later: A split decisionhttps://seekingalpha.com/wsb?source=wsb_podcast:buy_now_pay_later_a_split_decision
Episode transcripts seekingalpha.com/wsb.

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Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion
Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market
Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside
Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript
Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion
Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market
Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside
Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript
Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>518affirm,bnpl,credit,klarna,stocks,wallstreetfalsefullGallup ends presidential approval trackinghttps://seekingalpha.com/wsb?source=wsb_podcast:gallup_ends_presidential_approval_trackingcites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)

Show Notes
The big stealth rally that few noticed

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/70017167Thu, 12 Feb 2026 17:37:39 +0000Seeking AlphaThe pollster https://seekingalpha.com/news/4550935-gallup-ends-80-years-of-tracking-us-presidential-approval-ratings?source=wsb_podcast:gallup_ends_presidential_approval_tracking, but others see different reasons for the switch. (0:15)...cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)

Show Notes
The big stealth rally that few noticed

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>182applovin,approval,cisco,earnings,economy,existing,gallup,home,machinery,presidential,ratings,rollins,sales,stockmarket,stocks,wallstreetfalsefullMcDonald’s arching toward 50Khttps://seekingalpha.com/wsb?source=wsb_podcast:mcdonalds_arching_toward_50kwinning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, FSLY, QS, and more
House votes to end Canada tariffs as six Republicans defy Trump
Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation
AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, FSLY, QS, and more
House votes to end Canada tariffs as six Republicans defy Trump
Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation
AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>277apple,china,iphone,mcdonalds,southwestairlines,stocks,wallstreetfalsefullJobs beat shifts Fed cut timelinehttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_beat_shifts_fed_cut_timelinedouble forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)

Show Notes
Key levels frothy assets have to keep

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69980784Wed, 11 Feb 2026 17:41:30 +0000Seeking AlphaJanuary payrolls https://seekingalpha.com/news/4550208-nonfarm-payrolls-growth-shocks-to-the-upside-in-january-unemployment-slips-to-43?source=wsb_podcast:jobs_beat_shifts_fed_cut_timeline, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks...double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)

Show Notes
Key levels frothy assets have to keep

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>240earnings,economy,fed,froth,heinz,humana,jobs,kraft,labor,payrolls,rates,salesforce,separation,stockmarket,stocks,unemployment,unity,yieldsfalsefullAmazon adds BETA to carthttps://seekingalpha.com/wsb?source=wsb_podcast:amazon_adds_beta_to_cart5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69970468Wed, 11 Feb 2026 11:22:08 +0000Seeking AlphaAmazon (AMZN) takes https://seekingalpha.com/news/4550013-amazon-takes-53-stake-in-beta-technologies-driving-shares-higher?source=wsb_podcast:amazon_adds_beta_to_cart in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop...5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336amazon,beta,esteelauder,moderna,stocks,wallstreet,walmartfalsefullFlat retail sales highlight K-shaped economyhttps://seekingalpha.com/wsb?source=wsb_podcast:flat_retail_sales_highlight_k_shaped_economyRetail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)

Show Notes
Goldman Sachs Panic Index near ‘max fear’

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69958638Tue, 10 Feb 2026 20:01:20 +0000Seeking Alphahttps://seekingalpha.com/news/4549450-retail-sales-flatline-in-december-missing-consensus?source=wsb_podcast:flat_retail_sales_highlight_k_shaped_economy as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on...Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)

Show Notes
Goldman Sachs Panic Index near ‘max fear’

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>192coca-cola,consumer,datadog,deal,earnings,economy,goldman,k-shaped,netflix,panic,paramount,retail,sales,spotify,stocks,sweetener,warnerfalsefullBP cuts the flow on buybackshttps://seekingalpha.com/wsb?source=wsb_podcast:bp_cuts_the_flow_on_buybacksFY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69950121Tue, 10 Feb 2026 11:33:39 +0000Seeking AlphaBP beats Q4 top-line estimates; initiates Q1 and https://seekingalpha.com/news/4549289-bp-beats-q4-top-line-estimates-initiates-q1-and-fy26-outlook?source=wsb_podcast:bp_cuts_the_flow_on_buybacks. (00:14) US plans big tech chip...FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>3151800flowers,bp,instacart,stocks,tariffs,wallstreetfalsefullChatGPT growth reaccelerateshttps://seekingalpha.com/wsb?source=wsb_podcast:chatgpt_growth_reacceleratestops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    

Show Notes
Wedbush adds two names to Ives AI 30 list    
Super Bowl Indicator Leans Bullish

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69888926Mon, 09 Feb 2026 17:15:51 +0000Seeking AlphaSam Altman says ChatGPT growth https://seekingalpha.com/news/4548951-openais-chatgpt-returns-to-10-percent-plus-monthly-growth-ceo-says-report?source=wsb_podcast:chatgpt_growth_reaccelerates amid competition. (0:15) Monday.com plunges as...tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    

Show Notes
Wedbush adds two names to Ives AI 30 list    
Super Bowl Indicator Leans Bullish

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>21330,ai,bowl,ceo,chatgpt,china,debt,earnings,hims,indicator,ives,kroger,monday.com,novo,openai,stocks,super,treasuries,wegovy,weightfalsefullHIMS loses weight in premarket tradehttps://seekingalpha.com/wsb?source=wsb_podcast:hims_loses_weight_in_premarket_tradeBiggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69885560Mon, 09 Feb 2026 11:56:55 +0000Seeking Alphahttps://seekingalpha.com/news/4548847-biggest-stock-movers-monday-sofi-hims-and-more?source=wsb_podcast:hims_loses_weight_in_premarket_trade Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF)...Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>280hims,luckincoffee,novonordisk,samsung,starbucks,stocks,wallstreet,wegovyfalsefullDelayed data delugehttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_and_inflation_collide_this_weekCPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)  

Show Notes
Chart of the week
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69875181Sun, 08 Feb 2026 17:27:05 +0000Seeking AlphaDelayed jobs report and https://seekingalpha.com/article/4867397-full-effects-of-tariffs-to-start-showing-up-in-january-cpi-report?source=wsb_podcast:jobs_and_inflation_collide_this_week a pivotal data week. (0:17)...CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)  

Show Notes
Chart of the week
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>255ads,bowl,coca-cola,commercials,dividends,dow,earnings,economy,hims,inflation,jobs,labor,nasdaq,prices,stockmarket,stocks,super,washingtonpost,wegovyfalsefullWall Street Roundup: risk offhttps://seekingalpha.com/wsb?source=wsb_podcast:risk_off_concernsHershey (10:45) Next week's earnings and economic data (12:00)

Show Notes:
President Trump unveils TrumpRx website for low-cost prescription drugs
Bitcoin and software stocks have been more correlated in the last months

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>https://api.spreaker.com/episode/69847853Fri, 06 Feb 2026 18:16:40 +0000Seeking AlphaRisk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news...Hershey (10:45) Next week's earnings and economic data (12:00)

Show Notes:
President Trump unveils TrumpRx website for low-cost prescription drugs
Bitcoin and software stocks have been more correlated in the last months

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>1100ai,bitcoin,earnings,economic,healthcare,investing,market,risk,stocks,tech,trends,volatilityfalsefullStellantis pays $26B for EV betshttps://seekingalpha.com/wsb?source=wsb_podcast:stellantis_pays_26b_for_ev_bets$26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, STLA, and more
Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters
President Trump unveils TrumpRx website for low-cost prescription drugs
Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, STLA, and more
Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters
President Trump unveils TrumpRx website for low-cost prescription drugs
Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>291evs,stellantis,stocks,uber,wallstreetfalsefullCrypto crash continueshttps://seekingalpha.com/wsb?source=wsb_podcast:crypto_crash_continuesbelow $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)  

Show Notes
Stocks to buy amid the ‘software apocalypse’ – Wedbush
Spotify to sell physical books

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69817955Thu, 05 Feb 2026 20:32:28 +0000Seeking AlphaBitcoin falls https://seekingalpha.com/news/4547991-bitcoin-selloff-intensifies-as-the-cryptocurrency-drops-8?source=wsb_podcast:crypto_crash_continues, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of...below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)  

Show Notes
Stocks to buy amid the ‘software apocalypse’ – Wedbush
Spotify to sell physical books

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>258barrick,bitcoin,books,crash,crypto,decline,earnings,economy,estee,him,ipo,jobs,jolts,layoffs,selloff,software,spotify,stockmarket,stocks,wegovyfalsefullAlphabet’s growth comes with a capex billhttps://seekingalpha.com/wsb?source=wsb_podcast:alphabets_growth_comes_with_a_capex_billsharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69810044Thu, 05 Feb 2026 11:31:10 +0000Seeking AlphaAlphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, https://seekingalpha.com/news/4547409-alphabet-earnings-key-takeaways-amid-earnings-beat-sharp-rise-in-2026-spending?source=wsb_podcast:alphabets_growth_comes_with_a_capex_bill in...sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>330alphabet,pizzahut,qualcomm,stocks,wallstreet,yumfalsefullWashington Post announces sweeping layoffshttps://seekingalpha.com/wsb?source=wsb_podcast:washington_post_announces_sweeping_layoffsshutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)

Show Notes
Claude gets salts with ChatGPT over ads

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69789810Wed, 04 Feb 2026 19:17:01 +0000Seeking AlphaThe paper https://seekingalpha.com/news/4547035-newsroom-workforce-to-be-hit-in-washington-posts-latest-layoffs?source=wsb_podcast:washington_post_announces_sweeping_layoffs, curbs local and international coverage. (0:15) AMD...shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)

Show Notes
Claude gets salts with ChatGPT over ads

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>247ads,amd,anthropic,applovin,bezos,bitcoin,burry,crypto,death,earnings,jobs,layoffs,lilly,mgm,openai,post,spiral,stocks,uber,washingtonfalsefullBahama Breeze comes off Darden’s menuhttps://seekingalpha.com/wsb?source=wsb_podcast:bahama_breeze_comes_off_dardens_menupull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69783367Wed, 04 Feb 2026 11:36:58 +0000Seeking AlphaDarden (DRI) decides to https://seekingalpha.com/news/4546252-darden-decides-to-pull-the-plug-on-the-bahama-breeze-chain?source=wsb_podcast:bahama_breeze_comes_off_dardens_menu on the Bahama Breeze chain. (00:14)AMD...pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>330amd,bahamabreeze,darden,stocks,wallstreet,walmartfalsefullPayPal CEO out, Disney succession sethttps://seekingalpha.com/wsb?source=wsb_podcast:paypal_ceo_out_disney_succession_setousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)

Show Notes
Pepsi boosts shareholder returns

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69765631Tue, 03 Feb 2026 18:27:57 +0000Seeking AlphaPayPal https://seekingalpha.com/news/4546116-paypal-stock-sinks-after-q4-earnings-guidance-disappoint-ceo-exits?source=wsb_podcast:paypal_ceo_out_disney_succession_set, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as...ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)

Show Notes
Pepsi boosts shareholder returns

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>216buyback,ceo,chriss,d'amaro,disney,dividend,earnings,fired,hp,iger,lores,merger,ousted,pepsi,pfizer,rambus,spacex,succession,tesla,xaifalsefullPalantir powers past expectationshttps://seekingalpha.com/wsb?source=wsb_podcast:palantir_powers_past_expectationsQ4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69758770Tue, 03 Feb 2026 11:37:25 +0000Seeking AlphaPalantir pops as https://seekingalpha.com/news/4545379-palantir-pops-as-q4-results-guidance-blow-past-wall-streets-forecast?source=wsb_podcast:palantir_powers_past_expectations, guidance blow past Wall Street's forecast. (00:13) California Governor...Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>377amazon,ev,palantir,stocks,tesla,wallstreetfalsefullDisney outlook casts a shadowhttps://seekingalpha.com/wsb?source=wsb_podcast:disney_outlook_casts_a_shadowSports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)

Show Notes
January jobs report delayed

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69745757Mon, 02 Feb 2026 19:33:39 +0000Seeking AlphaDisney says rising costs will pressure https://seekingalpha.com/news/4545331-disneys-experiences-unit-shines-in-q1-core-metrics-beat-estimates?source=wsb_podcast:disney_outlook_casts_a_shadow profit. (0:15) Oracle to raise up to $50B in...Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)

Show Notes
January jobs report delayed

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>259ceo,d'amaro,debt,delay,disney,earnings,earth,economy,equity,jobs,oracle,rare,report,sandisk,stockmarket,stockpile,stocksfalsefullCautious start for Wall Streethttps://seekingalpha.com/wsb?source=wsb_podcast:cautious_start_for_wall_streetanother red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69738218Mon, 02 Feb 2026 11:53:31 +0000Seeking AlphaStock index futures signal https://seekingalpha.com/news/4545203-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:cautious_start_for_wall_street for Wall Street. (00:14) Oil...another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>312crude,crypto,futures,oil,stocks,wallstreetfalsefullWarsh looms over jobs reporthttps://seekingalpha.com/wsb?source=wsb_podcast:warsh_looms_over_jobs_reportKevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69724633Sun, 01 Feb 2026 18:44:38 +0000Seeking Alphahttps://seekingalpha.com/article/4864361-trumps-new-fed-chair-kevin-warsh-the-impact-and-rate-path-for-2026?source=wsb_podcast:warsh_looms_over_jobs_report Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet...Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>188alphabet,amazon,bitcoin,crypto,dividends,earnings,economy,fed,jobs,labor,payrolls,rates,stockmarket,stocks,unemployment,warshfalsefullWall Street Roundup: big name earningshttps://seekingalpha.com/wsb?source=wsb_podcast:big_name_earningsdata (15:30)

Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>https://api.spreaker.com/episode/69689883Fri, 30 Jan 2026 18:39:24 +0000Seeking AlphaLarge cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro...data (15:30)

Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>1200chair,confidence,consumer,earnings,economic,fed,inflation,investments,stock,technology,trendsfalsefullTrump picks Kevin Warsh as next Fed chiefhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_picks_kevin_warsh_as_next_fed_chiefgets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)

Show Notes
Miss the action? You can still bet on Fed chair

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69686972Fri, 30 Jan 2026 16:04:24 +0000Seeking AlphaFormer Fed governor Warsh https://seekingalpha.com/news/4544748-trump-taps-kevin-warsh-as-next-fed-chair?source=wsb_podcast:trump_picks_kevin_warsh_as_next_fed_chief to succeed Powell. (0:15) Is Warsh...gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)

Show Notes
Miss the action? You can still bet on Fed chair

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>240bonds,chair,chairman,economy,fed,federal,fomc,inflation,jobs,labor,rates,reserve,stocks,trump,warsh,yieldsfalsefullFed chair pick—today?https://seekingalpha.com/wsb?source=wsb_podcast:fed_chair_pick_todayWarsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69682817Fri, 30 Jan 2026 10:46:26 +0000Seeking AlphaTrump administration prepares for https://seekingalpha.com/news/4544646-trump-administration-prepares-for-warsh-fed-chair-nomination-bloomberg-reports?source=wsb_podcast:fed_chair_pick_today nomination, reports. (00:16) GrubHub going after rivals...Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>293apple,doordash,federalreserve,grubhub,kevinwarsh,stocks,ubereats,wallstreetfalsefullSoftware selloff hits tech, marketshttps://seekingalpha.com/wsb?source=wsb_podcast:software_selloff_hits_tech_marketsMicrosoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)    

Show Notes
Altria outlines dividend strategy

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69670269Thu, 29 Jan 2026 18:50:03 +0000Seeking AlphaSoftware stocks slide sharply as https://seekingalpha.com/news/4544347-microsoft-leads-software-stocks-lower-suffers-7th-largest-drop-in-company-history?source=wsb_podcast:software_selloff_hits_tech_markets,...Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)    

Show Notes
Altria outlines dividend strategy

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>225altria,caterpillar,cnn,deal,diller,dividends,earnings,evtol,joby,microsoft,nasdaq,selloff,servicenow,software,stockmarket,stocks,tech,wallstreet,warnerfalsefullBig Tech lights up the premarkethttps://seekingalpha.com/wsb?source=wsb_podcast:big_tech_lights_up_the_premarketearnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69663645Thu, 29 Jan 2026 11:32:55 +0000Seeking AlphaMeta (META) gains on https://seekingalpha.com/news/4543771-meta-gains-on-earnings-beat-despite-higher-spending-key-takeaways?source=wsb_podcast:big_tech_lights_up_the_premarket despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines...earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>330microsoft,stocks,tesla,wallstreetfalsefullFed hits the pause buttonhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_hits_the_pause_buttonholds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)  

Show Notes
Amazon cuts 16,000 jobs

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69652895Wed, 28 Jan 2026 21:44:21 +0000Seeking AlphaFed https://seekingalpha.com/news/4543702-federal-reserve-hits-pause-after-three-meeting-cutting-streak?source=wsb_podcast:fed_hits_the_pause_button with just two dissents. Powell...holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)  

Show Notes
Amazon cuts 16,000 jobs

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>246amazon,amphenol,at&t,bonds,earnings,economy,fed,fomc,independence,inflation,jobs,layoffs,powell,rates,seagate,stabucks,stockmarket,stocks,wallstreetfalsefullASML trims the rankshttps://seekingalpha.com/wsb?source=wsb_podcast:asml_trims_the_ranks1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69642429Wed, 28 Jan 2026 11:31:41 +0000Seeking AlphaASML plans about https://seekingalpha.com/news/4543336-asml-plans-about-1700-job-cuts?source=wsb_podcast:asml_trims_the_ranks. (00:14) C3.ai (AI) stock climbs on report of...1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>325amazon,amazonfresh,asml,c3.ai,stocks,wallstreet,wholefoodsfalsefullUnitedHealth rout deepenshttps://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_rout_deepensamid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)  
Show Notes
Silver taken over by meme traders?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69625643Tue, 27 Jan 2026 18:59:44 +0000Seeking AlphaUnitedHealth sinks as revenue outlook misses https://seekingalpha.com/news/4542778-unitedhealth-stock-tumbles-q4-results?source=wsb_podcast:unitedhealth_rout_deepens. (0:15)...amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)  
Show Notes
Silver taken over by meme traders?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>269ai,anthropic,apple,boeing,confidence,consumer,dow,earnings,gm,medicare,meme,openai,silver,stock,stockmarket,unh,unitedhealth,ups,wallstreetfalsefullMeta takes another shot at subscriptionshttps://seekingalpha.com/wsb?source=wsb_podcast:meta_takes_another_shot_at_subscriptionssubscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers' stocks, and more
Silver should be trading at half its price later this year – JPM’s Marko Kolanovic
Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site
Micron outlines $24B plan for new memory chip plant in Singapore

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69619312Tue, 27 Jan 2026 11:49:15 +0000Seeking AlphaMeta (META) to test premium https://seekingalpha.com/news/4542704-meta-to-test-premium-subscription-plans-for-instagram-facebook-and-whatsapp---report?source=wsb_podcast:meta_takes_another_shot_at_subscriptions plans for Instagram, Facebook and...subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers' stocks, and more
Silver should be trading at half its price later this year – JPM’s Marko Kolanovic
Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site
Micron outlines $24B plan for new memory chip plant in Singapore

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>297fatbrands,meta,southkorea,stocks,subscription,twinpeaks,wallstreetfalsefullThe biggest restaurant chain hits the stateshttps://seekingalpha.com/wsb?source=wsb_podcast:mixue_brings_biggest_chain_to_usdebuts second-generation AirTag. (2:40)

Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! 

Episode transcripts: seekingalpha.com/wsb

Show links: 
The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69597434Mon, 26 Jan 2026 19:52:36 +0000Seeking AlphaMixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple...debuts second-generation AirTag. (2:40)

Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! 

Episode transcripts: seekingalpha.com/wsb

Show links: 
The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>320ai,airtag,apple,investing,investment,market,mixue,morgan,restaurant,stanley,stock,strategies,tea,trendsfalsefullDHS standoff drives shutdown oddshttps://seekingalpha.com/wsb?source=wsb_podcast:dhs_standoff_drives_shutdown_oddsshutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69589863Mon, 26 Jan 2026 11:34:17 +0000Seeking AlphaOdds of a government https://seekingalpha.com/news/4542297-odds-of-a-government-shutdown-surge-to-80?source=wsb_podcast:dhs_standoff_drives_shutdown_odds surge to 80%. (00:14) Carney says Canada has...shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>345canada,dhs,gold,ice,shutdown,stocks,tariff,wallstreetfalsefullMegacaps vs. the Fed this weekhttps://seekingalpha.com/wsb?source=wsb_podcast:megacaps_vs_the_fed_this_weekApple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>https://api.spreaker.com/episode/69583595Sun, 25 Jan 2026 20:59:00 +0000Seeking Alphahttps://seekingalpha.com/news/4542197-apple-prepares-to-produce-its-largest-revenue-jump-in-four-years-with-q1-results?source=wsb_podcast:megacaps_vs_the_fed_this_week and...Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>266ai,canada,chatgpt,dividends,earnings,economy,fed,investigation,megacaps,powell,rates,stockmarket,stocks,storm,tariffs,tech,trump,winterfalsefullWinter storm brewing, carts fillinghttps://seekingalpha.com/wsb?source=wsb_podcast:winter_storm_brewing_carts_fillingWinter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Friday: INTC, ISRG, and more
Amazon's another round of layoffs starts next week - report
Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return
Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69558041Fri, 23 Jan 2026 11:48:26 +0000Seeking Alphahttps://seekingalpha.com/news/4541593-winter-storm-watch-costco-is-set-to-benefit-from-the-pantry-loading-phenomenon?source=wsb_podcast:winter_storm_brewing_carts_filling: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14)...Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Friday: INTC, ISRG, and more
Amazon's another round of layoffs starts next week - report
Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return
Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341brex,capitolone,costco,intel,stocks,storm,wallstreet,winterfalsefullRates rise on sticky inflationhttps://seekingalpha.com/wsb?source=wsb_podcast:rates_rise_on_sticky_inflationholds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)  

Show Notes
BofA’s best ideas list
Register for Investing Experts Live: Top Ideas 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69549808Thu, 22 Jan 2026 19:12:06 +0000Seeking AlphaRates climb after core PCE https://seekingalpha.com/news/4541588-pce-inflation-personal-spending-growth-matches-consensus-in-november?source=wsb_podcast:rates_rise_on_sticky_inflation. (0:14) GE Aerospace slips as analysts warn margin expansion...holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)  

Show Notes
BofA’s best ideas list
Register for Investing Experts Live: Top Ideas 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>232abbott,cpi,deal,earnings,economy,eu,gdp,ge,inflation,jobs,labor,netflix,paramount,p&g,prices,rates,regulation,stockmarket,stocks,warnerfalsefullIntel surges into earningshttps://seekingalpha.com/wsb?source=wsb_podcast:intel_surges_into_earningschip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69544625Thu, 22 Jan 2026 11:55:37 +0000Seeking AlphaIntel (INTC) leads https://seekingalpha.com/news/4541176-intel-leads-chip-stocks-higher-ahead-of-its-latest-earnings-report?source=wsb_podcast:intel_surges_into_earnings higher ahead of its latest earnings report. (00:15) Trump considering a...chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>289discovery,intel,paramount,stocks,ukraine,wallstreet,warnerbros,wbdfalsefullTrump backs off Greenland tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:trump_backs_off_greenland_tariffsreverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)  

Show Notes
Analysts defend Netflix amid underwhelming guidance
Register for Investing Experts Live: Top Ideas 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69537781Wed, 21 Jan 2026 20:39:46 +0000Seeking AlphaTrump https://seekingalpha.com/news/4541217-trump-walks-back-tariffs-tied-to-greenland-after-reaching-arctic-framework?source=wsb_podcast:trump_backs_off_greenland_tariffs after Davos talks, sending stocks...reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)  

Show Notes
Analysts defend Netflix amid underwhelming guidance
Register for Investing Experts Live: Top Ideas 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>255ai,bessent,credit,davos,dimon,europe,gas,greenland,j&j,meta,nato,netflix,nvidia,rates,sandisk,stocks,taco,tariffs,trump,weffalsefullBerkshire may exit Kraft Heinzhttps://seekingalpha.com/wsb?source=wsb_podcast:berkshire_may_exit_kraft_heinzunload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69530752Wed, 21 Jan 2026 12:09:34 +0000Seeking AlphaBerkshire Hathaway (BRK.B) may https://seekingalpha.com/news/4540794-berkshire-may-unload-275-kraft-heinz-stake---filing?source=wsb_podcast:berkshire_may_exit_kraft_heinz 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict...unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>316amazon,berkshire,housing,mortgage,stocks,wallstreetfalsefullNetflix bids cash for Warnerhttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_bids_cash_for_warnerall-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)  

Show Notes
Greenland means ‘buy tech’ - Wedbush
Register for Investing Experts Live: Top Ideas 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69522328Tue, 20 Jan 2026 19:09:43 +0000Seeking AlphaNetflix makes https://seekingalpha.com/news/4540326-netflix-makes-a-revised-all-cash-offer-for-warner-bros-discovery?source=wsb_podcast:netflix_bids_cash_for_warner for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport...all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)  

Show Notes
Greenland means ‘buy tech’ - Wedbush
Register for Investing Experts Live: Top Ideas 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>3243m,ai,cash,chatgpt,deal,device,gold,greenland,intel,keybanc,netflix,openai,paramount,stockmaret,stocks,streaming,tariffs,tech,wallstreet,warnerfalsefullFutures slip as trading resumeshttps://seekingalpha.com/wsb?source=wsb_podcast:futures_slip_as_trading_resumesBiggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69517497Tue, 20 Jan 2026 11:49:28 +0000Seeking Alphahttps://seekingalpha.com/news/4540282-biggest-stock-movers-tuesday-nvda-rapt-and-more?source=wsb_podcast:futures_slip_as_trading_resumes: NVDA, RAPT, and more. (00:15) NYSE develops platform for...Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347cdw,logitech,netapp,nyse,stocks,tesla,wallstreetfalsefullTrump tariffs loom over Davos summithttps://seekingalpha.com/wsb?source=wsb_podcast:trump_tariffs_loom_over_davos_summittariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69497396Sun, 18 Jan 2026 16:22:38 +0000Seeking AlphaTrump heads to Davos as https://seekingalpha.com/news/4540073-trump-impose-tariffs-europe-greenland-issue?source=wsb_podcast:trump_tariffs_loom_over_davos_summit strain U.S.-European relations. (0:17) European leaders ponder using trade...tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>214bazooka,davos,dividends,earnings,europe,greenland,income,netflix,stockmarket,stocks,tariffs,trump,wallstreet,weffalsefullPower producers spark higherhttps://seekingalpha.com/wsb?source=wsb_podcast:power_producers_spark_higheremergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks reduce headcount by most in nearly a decade - report
Tech earnings should be AI validation sign: Wedbush
Friday's Economic Calendar

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69466482Fri, 16 Jan 2026 11:52:53 +0000Seeking AlphaTrump to push for https://seekingalpha.com/news/4539697-trump-to-push-for-emergency-auction-to-get-tech-firms-funding-new-power-plants?source=wsb_podcast:power_producers_spark_higher to get tech firms funding new power plants. (00:27) Disney's (DIS)...emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks reduce headcount by most in nearly a decade - report
Tech earnings should be AI validation sign: Wedbush
Friday's Economic Calendar

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>368dimon,disney,energy,kathleenkennedy,stocks,wallstreetfalsefullTSMC, Lam Research spark early market rallyhttps://seekingalpha.com/wsb?source=wsb_podcast:tsmc_lam_research_spark_early_market_rallyBiggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Bank CEOs push back against Trump’s call for credit card interest rate cap 
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”
Trump holds off on critical minerals tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69452173Thu, 15 Jan 2026 11:58:28 +0000Seeking Alphahttps://seekingalpha.com/news/4539312-biggest-stock-movers-thursday-dell-lrcx-tsm-and-more?source=wsb_podcast:tsmc_lam_research_spark_early_market_rally Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ)...Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Bank CEOs push back against Trump’s call for credit card interest rate cap 
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”
Trump holds off on critical minerals tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>334bilt,lamresearch,stocks,tsmc,verizon,wallstreetfalsefullGold and silver hit new highshttps://seekingalpha.com/wsb?source=wsb_podcast:gold_and_silver_hit_new_highskeeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)  

Show Notes
Biggest hedge funds shorts

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69439694Wed, 14 Jan 2026 16:21:36 +0000Seeking AlphaRally https://seekingalpha.com/news/4538971-spot-silver-surges-past-90-for-first-time-gold-nears-all-time-peak-on-fed-bets?source=wsb_podcast:gold_and_silver_hit_new_highs as safe-haven demand surges. (0:15)...keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)  

Show Notes
Biggest hedge funds shorts

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>243bid,bofa,cash,citi,earnings,gold,haven,hedge,ipo,netflix,paramount,ppi,quantinuum,record,retail,sales,shor-selling,silver,walls,warnerfalsefullSaks Global’s luxury gamble failshttps://seekingalpha.com/wsb?source=wsb_podcast:saks_globals_luxury_gamble_failsChapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China's customs agents told not to allow Nvidia's H200 chips to enter country: report
UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China's customs agents told not to allow Nvidia's H200 chips to enter country: report
UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347cocacola,costacoffee,fsd,saksglobal,stocks,tesla,wallstreetfalsefullCPI hits a sweet spot as earnings kick offhttps://seekingalpha.com/wsb?source=wsb_podcast:cpi_hits_a_sweet_spot_as_earnings_kick_offcomes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)

Show Notes
Denny’s goes private

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69425060Tue, 13 Jan 2026 19:15:19 +0000Seeking AlphaDecember core CPI https://seekingalpha.com/news/4538769-core-cpi-inflation-comes-in-slightly-cooler-than-expected-in-december?source=wsb_podcast:cpi_hits_a_sweet_spot_as_earnings_kick_off. (0:15) Trump...comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)

Show Notes
Denny’s goes private

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>244amd,chase,cpi,delta,denny's,earnings,economy,fed,inflation,intel,jpmorgan,powell,prices,rates,stockmarket,stocks,trump,wallstreetfalsefullTrump targets Iran trade with new tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:trump_targets_iran_trade_with_new_tariffsnew tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant

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Episode transcripts seekingalpha.com/wsb.

Show links: 
JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>340aldi,iran,rates,stocks,tariffs,wallstreetfalsefullParamount presses Warner boardhttps://seekingalpha.com/wsb?source=wsb_podcast:paramount_presses_warner_boardnominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)

Show Notes
Odds of Powell staying longer soar

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69406416Mon, 12 Jan 2026 18:36:00 +0000Seeking AlphaParamount Skydance https://seekingalpha.com/news/4538456-paramount-files-lawsuit-against-warner-bros-intends-to-nominate-director-slate?source=wsb_podcast:paramount_presses_warner_board Warner directors. (0:15) Ex-Fed chiefs...nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)

Show Notes
Odds of Powell staying longer soar

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>216abercrombie,cards,chairman,credit,deal,doj,fed,governor,independence,investigation,lawsuit,netflix,nvidia,paramount,powell,proxy,rate,subpoena,trump,warnerfalsefullFed Chair Powell faces criminal investigationhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_chair_powell_faces_criminal_investigationcriminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed investigation, denies rates motive
Gold, silver spike as Fed receives DOJ subpoenas
Move over TACO Trade, here come the Big MAC and TUNA Trades
Trump signals disapproval of Netflix-Warner Bros. deal

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed investigation, denies rates motive
Gold, silver spike as Fed receives DOJ subpoenas
Move over TACO Trade, here come the Big MAC and TUNA Trades
Trump signals disapproval of Netflix-Warner Bros. deal

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>410allegiantair,australia,fedchair,jeromepowell,metaplatforms,stocks,suncountry,wallstreetfalsefullBig banks kick off earningshttps://seekingalpha.com/wsb?source=wsb_podcast:big_banks_kick_off_earningsJPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69392974Sun, 11 Jan 2026 19:27:14 +0000Seeking AlphaBanks usher in Q4 earnings with https://seekingalpha.com/article/4858484-jpmorgans-earnings-a-verdict-on-the-economy-is-coming?source=wsb_podcast:big_banks_kick_off_earnings. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump...JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>24610%,banks,burry,cap,cards,chase,cpi,credit,dividends,earnings,economy,inflation,jpmorgan,oracle,prices,rates,short-sellers,stockmarket,stocks,trumpfalsefullWall Street Roundup: Is everything priced in but normalcy?https://seekingalpha.com/wsb?source=wsb_podcast:is_everything_priced_in_normalcy
Episode transcripts: seekingalpha.com/wsb

Show links: 
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>10792026,ai,data,economic,jobs,micron,predictions,roblox,sandisk,stock,stocks,tech,trump,venezuelafalsefullTariffs on decision watchhttps://seekingalpha.com/wsb?source=wsb_podcast:tariffs_on_decision_watchfate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood 
GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
TSMC December revenue rises 20.4% year over year, slips from November

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69370302Fri, 09 Jan 2026 11:34:41 +0000Seeking AlphaSupreme Court may decide https://seekingalpha.com/news/4537198-supreme-court-may-decide-fate-of-trumps-tariffs-on-friday?source=wsb_podcast:tariffs_on_decision_watch of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential...fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood 
GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
TSMC December revenue rises 20.4% year over year, slips from November

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>343alibaba,china,disney,scotus,stocks,tariffs,wallstreetfalsefullApple Card gets a new bankhttps://seekingalpha.com/wsb?source=wsb_podcast:apple_card_gets_a_new_bankacquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)

Show Notes
Top stock picks for January’s ‘dash to trash’

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69357968Thu, 08 Jan 2026 19:14:15 +0000Seeking AlphaJPMorgan Chase https://seekingalpha.com/pr/20358125-apple-card-switches-hands-but-no-immediate-changes-for-users?source=wsb_podcast:apple_card_gets_a_new_bank from Goldman Sachs. (0:15) Costco...acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)

Show Notes
Top stock picks for January’s ‘dash to trash’

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>220apple,blackrock,blackstone,card,chase,costco,flyexclusive,goldman,housing,picks,snowflake,stockmarket,stocks,trashfalsefullSelloff to surge in defensehttps://seekingalpha.com/wsb?source=wsb_podcast:selloff_to_surge_in_defenserebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69352254Thu, 08 Jan 2026 11:43:49 +0000Seeking AlphaDefense stocks https://seekingalpha.com/news/4537565-defense-stocks-rebound-after-hours-as-trump-proposes-15t-dream-military-budget-plan?source=wsb_podcast:selloff_to_surge_in_defense after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan....rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>319alphabet,apple,defense,ford,stocks,wallstreetfalsefullGameStop CEO bets his pay on return to gloryhttps://seekingalpha.com/wsb?source=wsb_podcast:gamestop_ceo_bets_his_pay_on_return_to_gloryonly gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13) 

Show Notes
New GIFsentiment indicator gauges market mood

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69343316Wed, 07 Jan 2026 17:41:58 +0000Seeking AlphaRyan Cohen https://seekingalpha.com/news/4537239-gamestop-ties-potential-ryan-cohen-stock-awards-to-market-cap-targets-up-to-100b?source=wsb_podcast:gamestop_ceo_bets_his_pay_on_return_to_glory if GameStop reaches meme-era market cap. (0:15) Warner’s...only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13) 

Show Notes
New GIFsentiment indicator gauges market mood

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>258abel,apple,berkshire,buffett,ceo,deal,d-wave,economy,gamestop,gif,jobs,labor,meme,netflix,paramount,pay,quantum,sentiment,stocks,warnerfalsefullThe memory tradehttps://seekingalpha.com/wsb?source=wsb_podcast:the_memory_tradememory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69339010Wed, 07 Jan 2026 11:28:57 +0000Seeking AlphaMicron (MU), Sandisk (SNDK), https://seekingalpha.com/news/4537040-micron-sandisk-memory-stocks-continue-to-soar-amid-ai-demand?source=wsb_podcast:the_memory_trade continue to soar amid AI demand. (00:24) Chinese officials...memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341discord,manus,meta,micron,sandisk,seagatetechnology,stocks,wallstreet,westerndigitalfalsefullAnother quantum computing firsthttps://seekingalpha.com/wsc?source=wsb_podcast:another_quantum_computing_firstsays it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)

Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69325537Tue, 06 Jan 2026 15:57:12 +0000Seeking AlphaD-Wave Quantum https://seekingalpha.com/news/4536950-d-wave-quantum-rises-as-it-shows-off-industry-first-on-chip-cryogenic-control-of-qubits?source=wsb_podcast:another_quantum_computing_first a massive wiring problem. (0:15) AI and robots...says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)

Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>243ai,aig,arrowhead,canal,ceo,ces,computing,evs,gate,humanoid,lego,nio,odds,panama,quantum,robotics,stockmarket,stocks,underarmour,weight-lossfalsefullDHS calls out Hilton over ICEhttps://seekingalpha.com/wsb?source=wsb_podcast:dhs_calls_out_hilton_over_icedenied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69321792Tue, 06 Jan 2026 11:45:07 +0000Seeking AlphaHilton (HLT) faces DHS ire after ICE agents were https://seekingalpha.com/news/4536903-hilton-dhs-ice-agents-reservation-cancelled-minneapolis-hotel?source=wsb_podcast:dhs_calls_out_hilton_over_ice at Minneapolis hotel. (00:26) Hawaiian Electric (HE)...denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>329clarivate,dhs,hawaiianelectric,hilton,ice,stocks,wallstreetfalsefullFox's FanDuel boonhttps://seekingalpha.com/wsc?source=wsb_podcast:foxs_fanduel_boonsnap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)

Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69308463Mon, 05 Jan 2026 17:42:41 +0000Seeking AlphaFox has the option https://seekingalpha.com/news/4536578-will-fox-execute-on-its-option-to-buy-a-large-stake-in-fanduel-in-2026?source=wsb_podcast:foxs_fanduel_boon of Flutter’s FanDuel. (0:15) Wegovy once-daily pill...snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)

Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>298ai,alexa.com,amazon,bubble,chips,fanduel,fox,gambling,manager,manchester,memory,oaktree,option,pill,samsung,skhynix,stake,stockmarket,stocks,wegovyfalsefullVenezuela shift lifts energy shareshttps://seekingalpha.com/wsb?source=wsb_podcast:venezuela_shift_lifts_energy_sharespares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
J.P. Morgan's top income stock picks for 2026
What does 2025's best asset have in common with a top-grossing movie?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69305255Mon, 05 Jan 2026 12:12:16 +0000Seeking AlphaCrude oil https://seekingalpha.com/news/4536564-crude-oil-pares-losses-as-traders-assess-us-move-that-ousted-nicolas-maduro?source=wsb_podcast:venezuela_shift_lifts _energy_shares as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC...pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
J.P. Morgan's top income stock picks for 2026
What does 2025's best asset have in common with a top-grossing movie?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>361energy,gas,oil,samsung,stocks,tsm,venezuela,wallstreetfalsefullShowtime for AI at CES Vegashttps://seekingalpha.com/wsb?source=wsb_podcast:showtime_for_ai_at_ces_vegasto generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69298600Sun, 04 Jan 2026 18:11:29 +0000Seeking AlphaNvidia and AMD expected https://seekingalpha.com/news/4536107-nvidia-amd-likely-to-make-headlines-at-ces-amid-ai-revolution-wedbush-says?source=wsb_podcast:showtime_for_ai_at_ces_vegas at CES this week. (0:17) Versant Media to...to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>241ai,amd,ces,comcast,dividends,economy,jobs,labor,media,nvidia,oil,payrolls,spinoff,stockmarket,stocks,vegas,venezuela,versantfalsefullA positive start for markets in 2026?https://seekingalpha.com/wsb?source=wsb_podcast:a_positive_start_for_markets_in_2026futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links:
Top Stocks 2026
Biggest stock movers Friday: BIDU, NIO, and more
What analysts are predicting for 2026
Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
Take the news quiz

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>https://api.spreaker.com/episode/69277841Fri, 02 Jan 2026 11:19:41 +0000Seeking AlphaNasdaq, S&P, Dow https://seekingalpha.com/news/4536199-nasdaq-sp-dow-futures-advance-to-kick-off-2026?source=wsb_podcast:a_positive_start_for_markets_in_2026 to kick off 2026. (00:13) Trump...futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links:
Top Stocks 2026
Biggest stock movers Friday: BIDU, NIO, and more
What analysts are predicting for 2026
Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
Take the news quiz

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>264berkshirehathaway,furniture,futures,stocks,tariffs,wallstreetfalsefullCrack open a cold one for 2026https://seekingalpha.com/wsc?source=wsb_podcast:crack_open_a_cold_one_for_2026craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)

Show Notes
All J.P. Morgan’s stock picks for 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69262530Wed, 31 Dec 2025 20:14:07 +0000Seeking AlphaWhat’s in store for https://seekingalpha.com/news/4535903-taprooms-takeovers-and-brand-resets-what-to-expect-from-the-craft-beer-industry-in-2026?source=wsb_podcast:crack_open_a_cold_one_for_2026 next year? (0:16) Nike CEO...craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)

Show Notes
All J.P. Morgan’s stock picks for 2026

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2832026,ai,beer,burry,china,craft,drug,jpmorgan,new,nike,nvidia,picks,stock,stockmarket,stocks,tesla,tsmc,vanda,yearfalsefullTwelve headlines. One year. 2025https://seekingalpha.com/wsb?source=wsb_podcast:twelve_headlines_one_year_2025
Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley 
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs 
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
June: Trump, Musk in public spat over spending bill
July: Westinghouse plans to build 10 large nuclear reactors
August: Trump moves to fire Fed Governor Lisa Cook
September: Google not required to sell Chrome in antitrust remedy ruling
October: Bureau of Labor Statistics to shut down during government shutdown
November: Michael Burry to shut down hedge fund
December: Cannabis stocks selling off as Trump signs rescheduling order

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69252258Wed, 31 Dec 2025 11:30:08 +0000Seeking AlphaSeeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic...
Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley 
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs 
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
June: Trump, Musk in public spat over spending bill
July: Westinghouse plans to build 10 large nuclear reactors
August: Trump moves to fire Fed Governor Lisa Cook
September: Google not required to sell Chrome in antitrust remedy ruling
October: Bureau of Labor Statistics to shut down during government shutdown
November: Michael Burry to shut down hedge fund
December: Cannabis stocks selling...]]>3832025,ai,cannabis,stocks,tariffs,tech,wallstreetfalsefullSoftBank makes good on huge OpenAI investmenthttps://seekingalpha.com/wsc?source=wsb_podcast:softbank_makes_good_on_huge_openai_investment$40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)

Show Notes
Is silver in a bubble? Quant vs. Analyst
Steve Cress’ Top Stocks for 2026 – sign up today

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69252186Tue, 30 Dec 2025 17:25:24 +0000Seeking AlphaSoftBank has fully  funded its https://seekingalpha.com/news/4535857-softbank-completes-40b-investment-in-openai-report?source=wsb_podcast:softbank_makes_good_on_huge_openai_investment in ChatGPT. (0:15) Warner set to...$40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)

Show Notes
Is silver in a bubble? Quant vs. Analyst
Steve Cress’ Top Stocks for 2026 – sign up today

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>262auto,bubble,burry,chatgpt,china,genius,investment,japan,merger,metals,molina,openai,paramount,sales,silver,softbank,stockmarket,stocks,warnerfalsefullMeta snaps up Manushttps://seekingalpha.com/wsb?source=wsb_podcast:meta_snaps_up_manusManus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
SA Asks: Would SpaceX stock be a good investment?
Silver slammed in biggest one-day drop since 2021, gold also plunges
Samsung wins annual U.S. approval for chipmaking tool shipments to China - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69249522Tue, 30 Dec 2025 11:27:24 +0000Seeking AlphaMeta to acquire Singapore-based https://seekingalpha.com/news/4535764-meta-to-acquire-singapore-based-manus-for-ai-agent-capabilities?source=wsb_podcast:meta_snaps_up_manus for AI agent capabilities. (00:20) Boeing (BA) scores...Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
SA Asks: Would SpaceX stock be a good investment?
Silver slammed in biggest one-day drop since 2021, gold also plunges
Samsung wins annual U.S. approval for chipmaking tool shipments to China - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>266ai,boeing,manus,meta,novonordisk,stocks,wallstreetfalsefullSilver tumbles after breakneck runhttps://seekingalpha.com/wsc?source=wsb_podcast:silver_tumbles_after_breakneck_runsinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)

Show Notes
Evercore’s top internet stock for 2026    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69243763Mon, 29 Dec 2025 19:51:14 +0000Seeking AlphaSpot silver https://seekingalpha.com/news/4535663-silver-prices-easing-back-after-breakneck-december-gains?source=wsb_podcast:silver_tumbles_after_breakneck_run after a huge December rally. (0:15) Nvidia, AMD will kick off...sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)

Show Notes
Evercore’s top internet stock for 2026    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>252ai,amazon,amd,ces,digitalbridge,jewelers,lululemon,metals,movies,nvidia,previous,proxy,rally,selloff,silver,softbank,stockmarket,stocks,toys,wallstreetfalsefullCostly click for Coupanghttps://seekingalpha.com/wsb?source=wsb_podcast:costly_click_for_coupang$1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Coupang, Sable Offshore
Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
Silver is now the third most valuable asset in the world
SA Asks: What's the best silver play right now for investors?
SA Asks: What's the best gold play right now for investors?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69239005Mon, 29 Dec 2025 11:48:26 +0000Seeking AlphaCoupang (CPNG) promises over https://seekingalpha.com/news/4535606-coupang-promises-over-1-billion-compensation-for-data-leak-victims?source=wsb_podcast:costly_click_for_coupang for data leak victims. (00:24) China's private rocket company LandSpace...$1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Coupang, Sable Offshore
Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
Silver is now the third most valuable asset in the world
SA Asks: What's the best silver play right now for investors?
SA Asks: What's the best gold play right now for investors?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>277coupang,landspace,newyork,spacex,stocks,wallstreetfalsefullThree forces that defined 2025https://seekingalpha.com/wsb?source=wsb_podcast:three_forces_that_defined_2025sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
Tariffs: Latest news and analysis

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69209559Fri, 26 Dec 2025 11:53:44 +0000Seeking AlphaConsumer https://seekingalpha.com/news/4533525-consumer-sentiment-revised-lower-for-december-as-year-ahead-inflation-expectation-revised-up-a-tick?source=wsb_podcast:three_forces_that_defined_2025 revised lower for December as year-ahead inflation...sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
Tariffs: Latest news and analysis

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>4122025,ai,capex,consumersentiment,review,stocks,tariffs,vibecession,wallstreetfalsefullBP cashes in on Castrolhttps://seekingalpha.com/wsb?source=wsb_podcast:bp_cashes_in_on_castrolsell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DVAX, NKE, and more
Bessent sees GDP jump leading to increased hiring, 'large paychecks'
One of the biggest comeback stories in the retail sector is a secondhand clothes seller
Sanofi to buy Dynavax for $15.50 per share

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69193622Wed, 24 Dec 2025 11:03:15 +0000Seeking AlphaBP to https://seekingalpha.com/news/4534940-bp-to-sell-65-stake-in-castrol-to-stonepeak?source=wsb_podcast:bp_cashes_in_on_castrol in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV)...sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DVAX, NKE, and more
Bessent sees GDP jump leading to increased hiring, 'large paychecks'
One of the biggest comeback stories in the retail sector is a secondhand clothes seller
Sanofi to buy Dynavax for $15.50 per share

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>267bp,castrol,stocks,stonepeak,uipath,versantmedia,wallstreet,waymofalsefullWegovy without the needle sparks Novo surgehttps://seekingalpha.com/wsb?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surgeWegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZIM, NVO, and more
The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst
Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
Ryanair Holdings shares surge 55%, leading European airline stocks in 2025

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69181036Tue, 23 Dec 2025 11:28:56 +0000Seeking AlphaNovo Nordisk (NVO) rises as FDA approves https://seekingalpha.com/news/4534514-novo-nordisk-rises-fda-approves-wegovy-pill-obesity?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge for obesity. (00:24) Mercedes (MBGAF) to pay...Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZIM, NVO, and more
The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst
Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
Ryanair Holdings shares surge 55%, leading European airline stocks in 2025

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>263bytedance,mercedes,novonordisk,stocks,tiktok,wallstreet,wegovyfalsefullAI boosting CEO productivity nowhttps://seekingalpha.com/wsc?source=wsb_podcast:ai_boosting_ceo_productivity_nowgets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18)

Show Notes
Things that WON’T Happen in 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69168964Mon, 22 Dec 2025 17:22:57 +0000Seeking AlphaMicrosoft’s Nadella https://seekingalpha.com/news/4534110-microsoft-ceo-satya-nadella-steps-up-as-ai-product-overseer-amid-copilot-adoption-challenges-report?source=wsb_podcast:ai_boosting_ceo_productivity_now as AI competition heats up. (0:15) Larry...gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18)

Show Notes
Things that WON’T Happen in 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2562026,ai,algo,ceo,china,copilot,cuba,eillison,forecast,gemini,instacart,microsoft,nadella,nvidia,oil,paramount,stockmarket,stocks,venzuela,warnerfalsefullGold soars past $4,400https://seekingalpha.com/wsb?source=wsb_podcast:gold_soars_past_4400past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ABVX, RKLB, and more
Italy's antitrust body fines $115 million for Apple's dominant position
'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel
James Grant says his best stock pick of 2025 may still be cheap

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69166013Mon, 22 Dec 2025 11:45:14 +0000Seeking AlphaGold (XAUUSD:CUR) soars https://seekingalpha.com/news/4533877-gold-soars-past-4400-on-rate-cut-bets-as-silver-explodes-to-historic-high?source=wsb_podcast:gold_soars_past_4400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG)...past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ABVX, RKLB, and more
Italy's antitrust body fines $115 million for Apple's dominant position
'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel
James Grant says his best stock pick of 2025 may still be cheap

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>381apollogo,baidu,gold,lyft,silver,stocks,uber,wallstreet,waymofalsefullSanta Claus Rally timehttps://seekingalpha.com/wsb?source=wsb_podcast:santa_claus_rally_timeSanta will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)

Show Notes
Top tech picks for 2026
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69157903Sun, 21 Dec 2025 17:15:39 +0000Seeking AlphaAfter two down years in a row, history suggests https://seekingalpha.com/news/4533843-conditions-looking-good-for-the-santa-claus-rally?source=wsb_podcast:santa_claus_rally_time this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to...Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)

Show Notes
Top tech picks for 2026
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>247ackman,dividends,economy,gdp,growth,ipo,rally,santa,scrooge,spacex,sparc,stockmarket,stocks,tech,wallstreetfalsefullWall Street Roundup: Micron earnings, EV check-inhttps://seekingalpha.com/wsb?source=wsb_podcast:micron_ev_checkinMU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).

Show links: 
Micron signals further gross margin expansion as AI-driven demand strains supply into 2026
Tesla stock scales a new record high for the first time in nearly a year
Ford's ESS strategy could generate as much as $5B in additional revenue

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69135727Fri, 19 Dec 2025 17:57:11 +0000Seeking AlphaMicron (https://seekingalpha.com/symbol/MU?source=wsb_podcast:micron_ev_checkin) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government...MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).

Show links: 
Micron signals further gross margin expansion as AI-driven demand strains supply into 2026
Tesla stock scales a new record high for the first time in nearly a year
Ford's ESS strategy could generate as much as $5B in additional revenue

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Biggest stock movers Friday: NNE, CORZ, NKE and more
Sony to take over Snoopy, Peanuts franchise for $457M
NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement
JPMorgan spotlights 11 tech stocks to watch out for in 2026
Take the news quiz

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Biggest stock movers Friday: NNE, CORZ, NKE and more
Sony to take over Snoopy, Peanuts franchise for $457M
NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement
JPMorgan spotlights 11 tech stocks to watch out for in 2026
Take the news quiz

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>352instacart,nike,stocks,tiktok,wallstreetfalsefullNuclear fusion goes publichttps://seekingalpha.com/wsc?source=wsb_podcast:nuclear_fusion_goes_public$6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)

Show Notes
Top 10 market risks for 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69122572Thu, 18 Dec 2025 18:42:42 +0000Seeking AlphaTrump Media’s https://seekingalpha.com/news/4532899-trump-media-merger-brings-nuclear-fusion-into-public-markets?source=wsb_podcast:nuclear_fusion_goes_public with fusion company TAE. (0:15) Inflation drops –...$6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)

Show Notes
Top 10 market risks for 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>310accenture,ai,birkenstock,earnings,fusion,lecun,lilly,merger,meta,nuclear,openai,power,risks,startup,stocks,tae,trial,trump,valuation,weight-lossfalsefullActivist Elliott loads up on lululemonhttps://seekingalpha.com/wsb?source=wsb_podcast:activist_elliott_loads_up_on_lululemon$1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, LULU and more
U.S. approves $11.1 billion arms sales to Taiwan
House passes Republican healthcare bill without extending ACA subsidies
Instacart stock falls on report of FTC probe over AI pricing tool

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, LULU and more
U.S. approves $11.1 billion arms sales to Taiwan
House passes Republican healthcare bill without extending ACA subsidies
Instacart stock falls on report of FTC probe over AI pricing tool

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>289lululemon,micron,standardgeneral,stocks,wallstreet,wbdfalsefullOil snaps backhttps://seekingalpha.com/wsb?source=wsb_podcast:oil_snaps_backOil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Biggest stock movers Wednesday: MU, NFLX, PLCE and more
US prepares new Russia sanctions if Putin rejects peace deal - report
Years-long bear market coming for gold and silver, analyst Gilburt predicts
Nvidia plans $1.5B server farm in Israel - Calcalist

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Biggest stock movers Wednesday: MU, NFLX, PLCE and more
US prepares new Russia sanctions if Putin rejects peace deal - report
Years-long bear market coming for gold and silver, analyst Gilburt predicts
Nvidia plans $1.5B server farm in Israel - Calcalist

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>318affirm,norfolksouthern,oil,railroad,stocks,unionpacific,venezuela,wallstreetfalsefullUnemployment rate keeps climbinghttps://seekingalpha.com/wsc?source=wsb_podcast:unemployment_rate_keeps_climbinghighest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)

Show Notes
One million driverless Teslas by 2035?
Steve Cress’ Top Stocks for 2026 – sign up today      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69081236Tue, 16 Dec 2025 17:53:30 +0000Seeking AlphaLatest unemployment rate up to 4.6%, https://seekingalpha.com/news/4531912-nonfarm-payroll-growth-in-november-decelerates-from-septembers-rebound?source=wsb_podcast:unemployment_rate_keeps_climbing. (0:15) Analysts cool on...highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)

Show Notes
One million driverless Teslas by 2035?
Steve Cress’ Top Stocks for 2026 – sign up today      

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>231contract,economy,employment,jobs,magnum,outfront,payrolls,pfzier,radio,retail,robotaxi,roku,sirius,stern,stockmarket,stocks,tesla,unemployment,wallstreetfalsefullFord takes $19.5B EV resethttps://seekingalpha.com/wsb?source=wsb_podcast:ford_takes_195b_ev_reset$19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more
Tesla directors won over $3 billion in stock awards - Reuters
Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave
Trump sues BBC over speech edit in documentary, seeks $10B in damages

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more
Tesla directors won over $3 billion in stock awards - Reuters
Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave
Trump sues BBC over speech edit in documentary, seeks $10B in damages

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>368ford,holiday,nasdaq,shopping,stocks,trading,wallstreetfalsefullTesla stock seen having a monster 2026https://seekingalpha.com/wsc?source=wsb_podcast:tesla_stock_seen_having_a_monster_2026will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)

Show Notes
Goldman’s catch-up stocks for 2026    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69060749Mon, 15 Dec 2025 17:34:04 +0000Seeking AlphaWedbush says Tesla market cap https://seekingalpha.com/news/4531357-wedbush-sees-tesla-surging-to-a-2-trillion-market-cap-next-year?source=wsb_podcast:tesla_stock_seen_having_a_monster_2026 next year. (0:15) ServiceNow...will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)

Show Notes
Goldman’s catch-up stocks for 2026    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>249adobe,deal,economy,empire,manufacturing,market-cap,micron,netflix,robotaxi,self-driving,servicenow,stockmarket,stocks,tesla,theaters,wallstreet,warnerfalsefullRoomba maker files for bankruptcyhttps://seekingalpha.com/wsb?source=wsb_podcast:roomba_maker_files_for_bankruptcyextra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)    

Show Notes
Hedge funds are piling into commodities

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Show Notes
Hedge funds are piling into commodities

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
AI stocks sink on Broadcom, Oracle worries
Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC

Episode transcripts: seekingalpha.com/wsb

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Show Notes
AI stocks sink on Broadcom, Oracle worries
Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Oracle's plunge wipes out $25B from Larry Ellison's net worth  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/69006654Fri, 12 Dec 2025 12:47:43 +0000Seeking AlphaMargin worries lead to selling of https://seekingalpha.com/news/4530793-broadcom-stock-falls-as-management-warns-of-margin-pressures?source=wsb_podcast:broadcom_gives_ai_traders_another_headache. (0:15)...another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)    

Show Notes
Oracle's plunge wipes out $25B from Larry Ellison's net worth  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>238ai,anheuser,breweries,broadcom,budweiser,cannabis,closing,costco,earnings,ellison,marijuana,oracle,stockmarket,stocks,tesla,wallstreetfalsefullDisney licenses characters to OpenAIhttps://seekingalpha.com/wsc?source=wsb_podcast:disney_licenses_characters_to_openaiinvests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)

Show Notes
Lilly’s next-gen weight-loss drug meets endpoints

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Show Notes
Lilly’s next-gen weight-loss drug meets endpoints

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>262adobe,ai,characters,chatgpt,claims,disney,earnings,economy,ip,jobs,labor,lilly,openai,stockmarket,stocks,visa,wallstreet,weight-lossfalsefullOracle tumbles on revenue misshttps://seekingalpha.com/wsb?source=wsb_podcast:oracle_tumbles_on_revenue_misshit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)        

Show Notes
Paramount’s Ellison makes his case to shareholders  

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Show Notes
Paramount’s Ellison makes his case to shareholders  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.    ]]>311ai,ceo,conflict,earnings,intel,ipo,meta,musk,oracle,paramount,spacex,stockmarket,stocks,unicorn,wallstreet,wang,zuckerbergfalsefull3rd straight FOMC cut, but dissents growhttps://seekingalpha.com/wsb?source=wsb_podcast:third_cut
Show Notes:
FOMC cuts interest rate for third straight meeting, but dissents grow
Semiconductor stock action varies widely in active day for sector
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
FOMC cuts interest rate for third straight meeting, but dissents grow
Semiconductor stock action varies widely in active day for sector
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>428economy,fed,fomc,inflation,investing,rates,semiconductors,stocks,techfalsefullBig bitcoin bull cries unclehttps://seekingalpha.com/wsb?source=wsb_podcast:big_bitcoin_bull_cries_uncle2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)        

Show Notes
Elon Musk wouldn’t do DOGE again
JPMorgan bank head sees ‘fragile’ economy

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>https://api.spreaker.com/episode/68974711Wed, 10 Dec 2025 12:57:04 +0000Seeking AlphaStandard Chartered strategist cuts his https://seekingalpha.com/news/4529976-this-bitcoin-bull-just-slashed-their-price-forecast?source=wsb_podcast:big_bitcoin_bull_cries_uncle. (0:15) Nvidia to offer...2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)        

Show Notes
Elon Musk wouldn’t do DOGE again
JPMorgan bank head sees ‘fragile’ economy

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>314ai,bear,bitcoin,bull,chips,crypto,doge,economy,elon,fragile,jpmorgan,location,nuclear,nvidia,palantir,rally,silver,stocks,submarines,targetfalsefullMeta aims for new AI model in '26https://seekingalpha.com/news/4529712-us-job-openings-rise-slightly-in-october-jolts-report?source=wsb_podcast:meta_aims_for_new_ai_model_in_26with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)

Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>https://api.spreaker.com/episode/68962622Tue, 09 Dec 2025 17:21:26 +0000Seeking AlphaMeta looks to replace Llama https://seekingalpha.com/news/4529623-meta-could-release-new-ai-avocado-model-in-q1-report?source=wsb_podcast:meta_aims_for_new_ai_model_in_26. (0:15) Americans are...with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)

Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>290ai,autozone,avocado,chatgpt,consumer,employment,homedepot,jobs,jolts,layoffs,llama,meta,officedepot,officemax,openai,quits,stockmarket,stocks,tollfalsefullNvidia can ship H200 GPUs to Chinahttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_chinaU.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)        
Show Notes
Deere drops as Trump calls for lower farm equipment prices  

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Show Notes
Deere drops as Trump calls for lower farm equipment prices  

Episode transcripts: seekingalpha.com/wsb  

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Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68946218Mon, 08 Dec 2025 17:50:58 +0000Seeking AlphaParamount looks to snake Netflix’s Warner Bros. deal https://seekingalpha.com/news/4529356-paramount-launches-hostile-30-per-share-offer-for-warner-bros?source=wsb_podcast:paramount_goes_hostile_for_warner. (0:15) Wedbush gets...at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)

Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?

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Show Notes
What’s the best data central stock play?

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Show Notes
What’s the best data central stock play?

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Show Notes 
Earnings Calendar
Dividend Roundup

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Show Notes 
Earnings Calendar
Dividend Roundup

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Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7

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Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7

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Show Notes
HP Enterprise tumbles on weak server sales

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Show Notes
HP Enterprise tumbles on weak server sales

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Show Notes
Top 5 risks for 2026  

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Show Notes
Top 5 risks for 2026  

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Show Notes
Paramount ups Warner breakup fee

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Show Notes
Paramount ups Warner breakup fee

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Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges    

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Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges    

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Show Notes
Has silver come too far too fast?  

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Show Notes
Has silver come too far too fast?  

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Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks

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Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>244ai,altman,apple,bankofengland,code,cosco,credo,earnings,garlic,gemini,mongodb,openai,red,stockmarket,stocks,sue,tariffs,trump,unitednaturalfoods,wallstreetfalsefullNetflix ready to splash the cash for Warnerhttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_ready_to_splash_the_cash_for_warnermostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)    

Show Notes
Marvell looking to buy Celestial AI

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Show Notes
Marvell looking to buy Celestial AI

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Show Notes:  
U.S. stocks turn lower, crypto falls while yields rise at the start of December

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Show Notes:  
U.S. stocks turn lower, crypto falls while yields rise at the start of December

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Show Notes 
Accenture now calling employees 'reinventors'  

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Show Notes 
Accenture now calling employees 'reinventors'  

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Show Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar

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Show Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Jack Bowman | Seeking Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Jack Bowman | Seeking Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions

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Show Notes
3D printed chicken?

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Show Notes
3D printed chicken?

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DELL, HPQ, and more
'Rush Hour 4' in the works after Trump's push to revive series
Italy's antitrust body expands probe against Meta over WhatsApp AI tools
OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DELL, HPQ, and more
'Rush Hour 4' in the works after Trump's push to revive series
Italy's antitrust body expands probe against Meta over WhatsApp AI tools
OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>288foxconn,hp,medicare,ozempic,stocks,wallstreet,wegovyfalsefullWarner Bros. asks for sweetener bidshttps://seekingalpha.com/wsc?source=wsb_podcast:warner_bros_asks_for_sweeter_bidshave all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)

Show Notes
The 2025 turkeys

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Show Notes
The 2025 turkeys

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, ZM, and more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, ZM, and more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600

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Show Notes
Chip stocks surge

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Show Notes
Chip stocks surge

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>166ai,alzheimer's,broadcom,burry,casandra,chatgpt,chips,dow,earnings,nasdaq,novo,openai,ozempic,s&p,stockmarket,stocks,substack,tesla,wallstreetfalsefullUbisoft cracks next level with Tencenthttps://seekingalpha.com/wsb?source=wsb_podcast:ubisoft_cracks_next_level_with_tencentinvests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PONY, MP, and more
SA: What are the best defensive stocks right now?
Salesforce CEO Marc Benioff has a 'Holy S---' AI moment
Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PONY, MP, and more
SA: What are the best defensive stocks right now?
Salesforce CEO Marc Benioff has a 'Holy S---' AI moment
Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>302cassandraunchained,healthcare,michaelburry,stocks,tencent,ubisoft,wallstrewetfalsefullWill Burry or BABA invigorate a short week?https://seekingalpha.com/wsb?source=wsb_podcast:will_burry_or_baba_invigorate_a_short_weekbuy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)

Show Notes
50 stocks that mean the most to hedge funds
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68707874Sun, 23 Nov 2025 17:49:55 +0000Seeking AlphaAlibaba reports earnings Tuesday: time or https://seekingalpha.com/article/4846924-alibaba-ai-boom-quietly-rewriting-narrative-rating-upgrade?source=wsb_podcast:will_burry_or_baba_invigorate_a_short_week or...buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)

Show Notes
50 stocks that mean the most to hedge funds
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>259ackman,ai,alibaba,burry,chips,consumer,dividends,doge,earnings,economy,elon,fund,hedge,ipo,musk,pershing,stockmarket,stocks,thanksgiving,wallstreetfalsefullWall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emergehttps://seekingalpha.com/wsb?source=wsb_podcast:bitcoin_cracks
Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices
Why the September jobs report will lead to more tariff cuts
Wall Street rebounds after the prior day’s volatile downturn

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices
Why the September jobs report will lead to more tariff cuts
Wall Street rebounds after the prior day’s volatile downturn

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>762data,earnings,economy,econonomic,fed,investing,jobs,lowe's,nvidia,rates,retail,stocks,target,tariffs,trump,unemployment,walmartfalsefullBrewing U.S. relief with Brazil beanshttps://seekingalpha.com/wsb?source=wsb_podcast:brewing_us_relief_with_brazil_beansdrops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the news quiz: Investment News Quiz - Friday, Nov. 21
Biggest stock movers Friday: GAP, ESTC, and more
Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick
Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026
Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the news quiz: Investment News Quiz - Friday, Nov. 21
Biggest stock movers Friday: GAP, ESTC, and more
Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick
Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026
Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>322brazil,jobyaviation,pepsi,poppi,prebiotic,stocks,tariffs,wallstreetfalsefullNvidia battles the bearshttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_battles_the_bearsNvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)

Show Notes
This bond action could signal the end of the equity bull market  

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68660608Thu, 20 Nov 2025 19:33:14 +0000Seeking AlphaWall Street analysts loved what they saw from https://seekingalpha.com/news/4524403-nvidia-is-firing-on-all-cylinders-as-it-put-a-damper-on-nearly-every-bearish-thesis?source=wsb_podcast:nvidia_battles_the_bears. (0:15) Long-awaited September jobs...Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)

Show Notes
This bond action could signal the end of the equity bull market  

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>253ai,australia,bodyworks,chips,earnings,economy,fed,gpus,jobs,labor,layoffs,meta,nasdaq,nvidia,rates,selloff,stockmarket,verizon,wallstreet,walmartfalsefullDelayed jobs numbers drop todayhttps://seekingalpha.com/wsb?source=wsb_podcast:delayed_jobs_numbers_drop_todaySeptember nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: NVDA, PANW, and more
Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook
China considers aggressive new stimulus to rescue property sector amid financial system fears - report
Meta's chief AI scientist Yann LeCun announces departure to start his own firm

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: NVDA, PANW, and more
Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook
China considers aggressive new stimulus to rescue property sector amid financial system fears - report
Meta's chief AI scientist Yann LeCun announces departure to start his own firm

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>374bytedance,jobs,netflix,pararmount,stocks,wallstreet,wbdfalsefullXiaomi EVs power into profithttps://seekingalpha.com/wsb?source=wsb_podcast:xiaomi_evs_power_into_profitmakes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: PLUG, ON, and more
'Relax,' selloff is just P&L protection - Nomura
Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report
Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: PLUG, ON, and more
'Relax,' selloff is just P&L protection - Nomura
Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report
Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332brookfield,pipedream,stocks,wallstreet,workday,xiaomifalsefullCloudflare outage hamstrings internethttps://seekingalpha.com/wsb?source=wsb_podcast:cloudflare_outage_hamstrings_internetface disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)

Show Notes
Goldman’s best AI productivity stocks
Why traders are watching this key S&P level    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68621393Tue, 18 Nov 2025 16:49:14 +0000Seeking AlphaMajor apps like ChatGPT and X https://seekingalpha.com/news/4523274-cloudflare-slides-as-outage-disrupts-major-apps?source=wsb_podcast:cloudflare_outage_hamstrings_internet. (0:15). Home Depot blames...face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)

Show Notes
Goldman’s best AI productivity stocks
Why traders are watching this key S&P level    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>25850-day,ai,alphabet,bubble,ceo,chatgpt,cloudflare,earnings,genentech,google,homedepot,internet,medtronic,outage,roche,s&p,stockmarket,stocks,wallstreet,xfalsefullBitcoin slides below $90Khttps://seekingalpha.com/wsb?source=wsb_podcast:bitcoin_slides_below_90kbelow $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: OWL, AXTA, and more
Nio's right-hand drive model Firefly enters production
Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
China books nearly million tons of U.S. soybeans after brief pause - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68615984Tue, 18 Nov 2025 11:52:55 +0000Seeking AlphaBitcoin (BTC-USD) briefly slides https://seekingalpha.com/news/4523159-bitcoin-slides-below-90k-for-the-first-time-in-seven-months?source=wsb_podcast:bitcoin_slides_below_90k for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in...below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: OWL, AXTA, and more
Nio's right-hand drive model Firefly enters production
Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
China books nearly million tons of U.S. soybeans after brief pause - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>343amazon,bitcoin,google,stocks,wallstreetfalsefullJeff Bezos creating AI startuphttps://seekingalpha.com/wsb?source=wsb_podcast:jeff_bezos_creating_ai_startupProject Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)

Show Notes
Netflix 10-for-1 stock split goes into effect
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68603910Mon, 17 Nov 2025 15:24:04 +0000Seeking AlphaBezos will be co-chief executive of https://seekingalpha.com/news/4522846-jeff-bezos-creates-ai-startup-prometheus-company-comes-with-62b-funding?source=wsb_podcast:jeff_bezos_creating_ai_startup. (0:15). Alphabet rallies as Berkshire Hathaway...Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)

Show Notes
Netflix 10-for-1 stock split goes into effect
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>209ai,alphabet,berrkshire,bezos,buffett,google,netflix,novo,ozempic,price,prometheus,relocate,split,stockmarket,stocks,switzerland,ubs,usa,wegovy,weight-lossfalsefullWho leads Apple next?https://seekingalpha.com/wsb?source=wsb_podcast:who_leads_apple_nextsuccession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: QUBT, XPEV, and more
Hidden homeownership costs hit nearly $16,000 a year, Zillow says
SA Asks: What happens if Trump's tariffs are ruled illegal?
Boeing sees sharp increase in Patriot seeker deliveries

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68600817Mon, 17 Nov 2025 11:52:01 +0000Seeking AlphaApple (AAPL) said to step up CEO https://seekingalpha.com/news/4522746-apple-steps-up-ceo-succession-planning?source=wsb_podcast:who_leads_apple_next as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need...succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: QUBT, XPEV, and more
Hidden homeownership costs hit nearly $16,000 a year, Zillow says
SA Asks: What happens if Trump's tariffs are ruled illegal?
Boeing sees sharp increase in Patriot seeker deliveries

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>298apple,freddys,stocks,tariffcheck,timcook,wallstreetfalsefullNvidia: 'nuff saidhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_nuff_saidshine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68594563Sun, 16 Nov 2025 22:56:07 +0000Seeking AlphaWill the market’s most important company https://seekingalpha.com/article/4843822-nvidia-being-greedy-before-earnings-while-others-hesitate?source=wsb_podcast:nvidia_nuff_said or...shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>222abc,ai,apple,disney,dividend,dividends,earnings,espn,iphone,nvidia,stockmarket,stocks,wallstreet,youtubefalsefullWall Street Roundup: Cisco surges, Oracle sinks amid growing AI fearshttps://seekingalpha.com/wsb?source=wsb_podcast:roundup_oracle_cisco
Show links: 
Nasdaq turns selloff around amid valuation worries, big tech recovers
Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
AI Spending Surge, Contrarian Take On Tech Stocks

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68570601Fri, 14 Nov 2025 18:35:32 +0000Seeking AlphaMarket mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps,...
Show links: 
Nasdaq turns selloff around amid valuation worries, big tech recovers
Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
AI Spending Surge, Contrarian Take On Tech Stocks

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>805ai,bitcoin,cisco,crypto,earnings,economy,government,housing,news,nvidia,oracle,stablecoins,stock,tech,technologyfalsefullMerck talks send Cidara soaringhttps://seekingalpha.com/wsb?source=wsb_podcast:merck_talks_send_cidara_soaringacquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Nov. 14
Biggest stock movers Friday: CDTX, AMAT, WBD, and more
Fed's Kashkari did not back last rate cut, undecided on December - report
Google proposes changes to adtech business after EU fine, but no asset breakup
Blue Origin launches NASA's Mars mission, sticks booster landing for the first time

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68564457Fri, 14 Nov 2025 11:08:57 +0000Seeking AlphaMerck (MRK) seen nearing https://seekingalpha.com/news/4522096-merck-seen-nearing-acquisition-of-cidara-therapeutics-in-deal-potentially-above-33-billion?source=wsb_podcast:merck_talks_send_cidara_soaring of Cidara Therapeutics (CDTX) in deal...acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Nov. 14
Biggest stock movers Friday: CDTX, AMAT, WBD, and more
Fed's Kashkari did not back last rate cut, undecided on December - report
Google proposes changes to adtech business after EU fine, but no asset breakup
Blue Origin launches NASA's Mars mission, sticks booster landing for the first time

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>262cidaratherapeutics,doordash,latinamerica,merck,stocks,tariffs,wallstreetfalsefullBig Short's Michael Burry shuts hedge fundhttps://seekingalpha.com/wsb?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fundwound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)

Show Notes
A Michael Burry Wall Street timeline
Stocks fall in big risk-off move as Tesla, Nvidia sink
Target tells employees to smile
Verizon announces big layoffs
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68557189Thu, 13 Nov 2025 19:40:49 +0000Seeking AlphaBurry https://seekingalpha.com/news/4521592-michael-burry-closes-company-names-phil-clifton-as-successor?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund just days after disclosing bets against AI trade. (0:15). Disney...wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)

Show Notes
A Michael Burry Wall Street timeline
Stocks fall in big risk-off move as Tesla, Nvidia sink
Target tells employees to smile
Verizon announces big layoffs
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>282ai,bigshort,burry,buybacks,disney,earnings,firefly,hedgefund,layoffs,market,risk-off,scion,selloff,smile,stocks,target,tech,verizon,wallstreetfalsefullAlibaba’s Qwen is coming for ChatGPThttps://seekingalpha.com/wsb?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgptrevamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, BTDR, and more
Goldman's AI layoffs early warning signal
Weight Watchers plans to sell Novo's obesity pill once it launches - report
Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68552311Thu, 13 Nov 2025 11:49:53 +0000Seeking AlphaAlibaba (BABA) reportedly preps https://seekingalpha.com/news/4521119-alibaba-reportedly-preps-revamp-of-ai-app-to-resemble-chatgpt?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for...revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, BTDR, and more
Goldman's AI layoffs early warning signal
Weight Watchers plans to sell Novo's obesity pill once it launches - report
Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>294alibaba,baidu,shutdown,stocks,wallstreetfalsefullIBM unveils Quantum Nighthawk processorhttps://seekingalpha.com/wsb?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processorquantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)

Show Notes
Goldman’s healthcare stock picks
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68539978Wed, 12 Nov 2025 16:48:48 +0000Seeking AlphaBig Blue says it’s on a path to elusive ‘https://seekingalpha.com/news/4520032-ibm-unveils-new-quantum-processor-expects-to-offer-fault-tolerant-computing-by-2029?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor.’ (0:15). AT&T gets a...quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)

Show Notes
Goldman’s healthcare stock picks
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>2322050,ai,at&t,blackrockcoffee,computing,demand,earnings,fda,gas,healthcare,ibm,iea,nighthawk,oil,pharma,quantum,regulator,stockmarket,stocks,wallstreetfalsefullGM targets China-free supply chainhttps://seekingalpha.com/wsb?source=wsb_podcast:gm_targets_china_free_supply_chainpull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, ALC, and more
Trump to host Wall Street CEOs on Wednesday at White House - report
Foxconn sees AI-driven growth in 2026, teases OpenAI announcement
Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68535067Wed, 12 Nov 2025 12:01:15 +0000Seeking AlphaGeneral Motors (GM) directs suppliers to https://seekingalpha.com/news/4520278-general-motors-directs-suppliers-to-pull-back-china-supply-chains---report?source=wsb_podcast:gm_targets_china_free_supply_chain China supply chains - report. (00:22) AMD...pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, ALC, and more
Trump to host Wall Street CEOs on Wednesday at White House - report
Foxconn sees AI-driven growth in 2026, teases OpenAI announcement
Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>329amd,generalmotors,gm,google,stocks,wallstreetfalsefullMeta's chief AI scientist exitshttps://seekingalpha.com/wsb?source=wsb_podcast:metas_chief_ai_scientist_exitsheads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)

Show Notes
S&P 500 more correlated to Nvidia than its own 500 components
Michael Burry targets hyperscaler accounting
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68524131Tue, 11 Nov 2025 16:45:31 +0000Seeking AlphaTuring Award-winning AI scientist Yann LeCun https://seekingalpha.com/news/4519899-meta-chief-ai-scientist-lecun-plans-to-exit-company---ft?source=wsb_podcast:metas_chief_ai_scientist_exits. (0:15). XPeng rallies as its...heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)

Show Notes
S&P 500 more correlated to Nvidia than its own 500 components
Michael Burry targets hyperscaler accounting
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>288$300,accounting,ai,burry,correlation,depreciation,earnings,hunamoid,hyperscalers,jeans,lecun,levi's,meta,nvidia,robot,sea,s&p500,startup,stocks,xpengfalsefullDream home, lifetime loanhttps://seekingalpha.com/wsb?source=wsb_podcast:dream_home_lifetime_loan50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BBAI, RKLB, and more
US Senate passes bill to end longest ever government shutdown, sending it to House
Nebius Q3 Earnings Preview: What to expect?
Tesla chair says the company could be on the cusp of the largest value-creation event in history

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68520685Tue, 11 Nov 2025 12:00:55 +0000Seeking Alphahttps://seekingalpha.com/news/4519833-50-year-mortgage-a-game-changer-or-more-pain-for-homebuyers?source=wsb_podcast:dream_home_lifetime_loan: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads...50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BBAI, RKLB, and more
US Senate passes bill to end longest ever government shutdown, sending it to House
Nebius Q3 Earnings Preview: What to expect?
Tesla chair says the company could be on the cusp of the largest value-creation event in history

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>310anthropic,mortgage,nvidia,openai,softbank,stocks,wallstreetfalsefullAI becomes a major e-commerce playerhttps://seekingalpha.com/wsb?source=wsb_podcast:ai_becomes_a_major_e_commerce_playersurge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)

Show Notes
BofA says short hyperscaler bonds
Source says Papa John’s deal report not true
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68502250Mon, 10 Nov 2025 19:51:08 +0000Seeking AlphaAI shopping referrals https://seekingalpha.com/news/4519082-e-commerce-sales-surged-in-october-amid-generative-ai-push-and-heavy-promotions?source=wsb_podcast:ai_becomes_a_major_e_commerce_player in October. (0:15)....surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)

Show Notes
BofA says short hyperscaler bonds
Source says Papa John’s deal report not true
   
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>295ai,bonds,compute,deal,e-commerce,healthcare,hyperscalers,insurance,lilly,monday.com,online,pagaya,papajohn's,retail,robots,shopping,stocks,tesla,wallstreetfalsefullMarkets smell a deal in D.C.https://seekingalpha.com/wsb?source=wsb_podcast:markets_smell_a_deal_in_dcSenate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: RUM, MTSR, and more
SA Asks: What are the best AI-focused ETFs right now?
Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists
Tesla's Cybertruck head quits after eight years

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68494833Mon, 10 Nov 2025 11:40:28 +0000Seeking AlphaStock index futures jump on reports of https://seekingalpha.com/news/4519120-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:markets_smell_a_deal_in_dc to end shutdown. (00:19) Taiwan Semi's (TSM) October...Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: RUM, MTSR, and more
SA Asks: What are the best AI-focused ETFs right now?
Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists
Tesla's Cybertruck head quits after eight years

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>294rumble,shutdown,stocks,taiwansemi,tsm,wallstreetfalsefullWhere is the smart money now?https://seekingalpha.com/wsb?source=wsb_podcast:where_is_the_smart_money_nowFriday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68487071Sun, 09 Nov 2025 18:27:55 +0000Seeking AlphaHedge funds will disclose positions ahead of https://seekingalpha.com/news/4509458-catalyst-watch-eyes-on-cisco-and-disney-earnings-13f-filings?source=wsb_podcast:where_is_the_smart_money_now. (0:17) Disney to...Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>26813f,cargo,deal,disney,dividends,earnings,fedex,filing,fund,grounding,healthcare,hedge,insurers,metsera,novonordisk,obamacare,pfizer,stocks,trum,upsfalsefullWall Street Roundup: layoff surge, prolonged shutdown, cracks in AI tradehttps://seekingalpha.com/wsb?source=wsb_podcast:layoff_surge
Show notes: 
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68465587Fri, 07 Nov 2025 19:01:45 +0000Seeking AlphaMacro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming...
Show notes: 
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>880ai,bitcoin,concerns,consumer,cuts,earnings,economic,economy,indicators,job,macro,market,sentiment,spending,stocks,tech,upcoming,valuation,volatilityfalsefullJoby makes rush hour fly byhttps://seekingalpha.com/wsb?source=wsb_podcast:joby_makes_rush_hour_fly_byhelicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Nov. 7
Biggest stock movers Friday: TSLA, XYZ, DKNG, and more
Musk says Tesla may build “gigantic” chip fab to power its AI ambitions
Airbnb surges despite Q3 EPS miss, expects wider FY margins
Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68460200Fri, 07 Nov 2025 11:39:42 +0000Seeking AlphaJoby's (JOBY) Blade to launch 12-minute https://seekingalpha.com/news/4518295-joby-aviation-blade-helicopter-commuter-flights-nyc?source=wsb_podcast:joby_makes_rush_hour_fly_by connecting NYC to suburbs. (00:23) U.S....helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Nov. 7
Biggest stock movers Friday: TSLA, XYZ, DKNG, and more
Musk says Tesla may build “gigantic” chip fab to power its AI ambitions
Airbnb surges despite Q3 EPS miss, expects wider FY margins
Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>275blade,jobyaviation,nvidia,stocks,tesla,wallstreetfalsefullNvidia CEO not so sure China wins AI racehttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_ceo_not_so_sure_china_wins_ai_racebacktracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)

Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group       

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ]]>https://api.spreaker.com/episode/68451094Thu, 06 Nov 2025 18:52:58 +0000Seeking AlphaJensen Huang https://seekingalpha.com/news/4516935-nvidia-ceo-jensen-huang-backtracks-after-saying-china-will-win-ai-race?source=wsb_podcast:nvidia_ceo_not_so_sure_china_wins_ai_race after declaring China the big AI winner. (0:15). ‘Godparents’ say AI...backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)

Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group       

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ]]>293ai,arm,bubble,china,doordash,earnings,huang,intelligence,jobs,layoffs,marvell,microsoft,nvidia,perpexity,qualcomm,snap,stagwell,stocks,superintelligence,u.s.falsefullGovernment shutdown hits new altitudehttps://seekingalpha.com/wsb?source=wsb_podcast:government_shutdown_hits_new_altitudereduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNAP, QCOM, and more
Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report
Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters
SoftBank is said to have explored potential takeover of chipmaker Marvell Technology

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68445700Thu, 06 Nov 2025 11:28:33 +0000Seeking AlphaFAA to https://seekingalpha.com/news/4516647-faa-to-reduce-air-traffic-by-10-across-40-high-volume-markets-due-to-government-shutdown?source=wsb_podcast:government_shutdown_hits_new_altitude across 40 'high-volume' markets due to government shutdown....reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNAP, QCOM, and more
Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report
Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters
SoftBank is said to have explored potential takeover of chipmaker Marvell Technology

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>328faa,flights,metsera,pfizer,stocks,wallstreet,wbdfalsefullOpenAI hits business customer milestonehttps://seekingalpha.com/wsb?source=wsb_podcast:openai_hits_business_customer_milestone1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)

Show Notes
Evercore’s Tactical Actional Positioning stocks  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>https://api.spreaker.com/episode/68436594Wed, 05 Nov 2025 19:28:18 +0000Seeking AlphaThe company says it has more than https://seekingalpha.com/news/4515923-openai-says-it-has-over-1m-business-customers-globally?source=wsb_podcast:openai_hits_business_customer_milestone. (0:15) McDonald’s sees huge drop in...1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)

Show Notes
Evercore’s Tactical Actional Positioning stocks  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .]]>270adp,ai,axon,business,chatgpt,crash,earnings,economy,jobs,labor,mcdonald's,openai,payrolls,plane,stockmarket,stocks,supermicro,ups,wallstreetfalsefullRecord shutdown meets election dayhttps://seekingalpha.com/wsb?source=wsb_podcast:record_shutdown_meets_election_daylongest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more
Zohran Mamdani wins NYC mayoral race. What does it mean for Wall Street?
China to suspend most U.S. tariffs after Trump-Xi meeting, soybeans still face 13% duty
Novo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and Ozempic
Uber outlines high teens gross bookings growth and accelerates AV strategy with NVIDIA partnership

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68430639Wed, 05 Nov 2025 11:44:14 +0000Seeking AlphaGovernment shutdown becomes https://seekingalpha.com/news/4515439-government-shutdown-becomes-longest-ever-odds-say-the-end-is-near?source=wsb_podcast:record_shutdown_meets_election_day; odds say the end is near. (00:24) Google (GOOG) wins...longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more
Zohran Mamdani wins NYC mayoral race. What does it mean for Wall Street?
China to suspend most U.S. tariffs after Trump-Xi meeting, soybeans still face 13% duty
Novo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and Ozempic
Uber outlines high teens gross bookings growth and accelerates AV strategy with NVIDIA partnership

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>349alphabet,bitcoin,ether,shutdown,stocks,wallstreet,wizfalsefullMichael Burry bets against AIhttps://seekingalpha.com/wsb?source=wsb_podcast:michael_burry_bets_against_aiagainst Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46)

Show Notes
Bitcoin hits lowest levels since June
Uber slides on outlook

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68417882Tue, 04 Nov 2025 18:08:57 +0000Seeking AlphaThe “Big Short” hedge fund manager takes positions https://seekingalpha.com/news/4514017-michael-burrys-big-short-instincts-target-ai-trade-with-puts-on-nvidia-palantir?source=wsb_podcast:michael_burry_bets_against_ai. (0:15) Palantir’s CEO calls...against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46)

Show Notes
Bitcoin hits lowest levels since June
Uber slides on outlook

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>286ai,bigshort,burry,ceo,cruise,earnings,firstbrands,karp,lawsuit,misappropriation,norwegian,palantir,pizzahut,prizer,stockmarket,stocks,uber,wallstreet,yumfalsefullPalantir’s big gains, bigger drophttps://seekingalpha.com/wsb?source=wsb_podcast:palantirs_big_gains_bigger_droptumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, SRPT, and more
Palantir Technologies Inc. (PLTR) Q3 2025 Earnings Call Transcript
Trump administration to pay half of SNAP benefits for November
Hims & Hers projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy accelerates
China offers tech giants cheap power to boost domestic AI chips, FT reports

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, SRPT, and more
Palantir Technologies Inc. (PLTR) Q3 2025 Earnings Call Transcript
Trump administration to pay half of SNAP benefits for November
Hims & Hers projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy accelerates
China offers tech giants cheap power to boost domestic AI chips, FT reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>255dennys,palantir,starbucks,stocks,wallstreetfalsefullOpenAI and Amazon in $38 billion cloud dealhttps://seekingalpha.com/wsb?source=wsb_podcast:openai_and_amazon_in_38_billion_cloud_dealhundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)

Show Notes 
Hedge funds wrong-footed by Mag 7 earnings

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68402628Mon, 03 Nov 2025 18:49:31 +0000Seeking AlphaOpenAI enters ‘adulthood’ with access to https://seekingalpha.com/news/4512964-amazon-openai-ink-massive-38b-deal-to-supply-hundreds-of-thousands-of-nvidia-gpus?source=wsb_podcast:openai_and_amazon_in_38_billion_cloud_deal of Nvidia GPUs. (0:15)...hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)

Show Notes 
Hedge funds wrong-footed by Mag 7 earnings

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>253ai,amazon,beyondmeat,chatgpt,cloud,compute,cpu,earnings,getty,gpu,kenvue,kimberly-clark,mongodb,nvidia,openai,shutterstock,stockmarket,stocks,tylenol,valuationfalsefullTop FDA exec oustedhttps://seekingalpha.com/wsb?source=wsb_podcast:top_fda_exec_oustedmaking false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08)    

Show Notes
What’s the best quantum computing stock?  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68397756Mon, 03 Nov 2025 12:28:58 +0000Seeking AlphaThe director for the Center for Drug Evaluation and Research was accused of https://seekingalpha.com/news/4512714-top-fda-official-tidmarsh-resigns-after-comments-kidney-drug-hhs-probe?source=wsb_podcast:top_fda_exec_ousted about a drug and soliciting...making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08)    

Show Notes
What’s the best quantum computing stock?  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>206aurinia,autonomous,baidu,blackwell,bribe,china,chips,driving,drugs,fda,fsd,gpu,lawsuit,nvidia,pharma,ponyai,stockmarket,stocks,tidmarsh,wallstreetfalsefullTesla's trillion dollar questionhttps://seekingalpha.com/wsb?source=wsb_podcast:teslas_trillion_dollar_question$1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings. (2:48)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68389704Sun, 02 Nov 2025 18:55:20 +0000Seeking AlphaTesla shareholders will vote on Elon Musk’s https://seekingalpha.com/news/4508581-tesla-board-rallies-investors-behind-musks-1-trillion-compensation-ahead-of-key-vote?source=wsb_podcast:teslas_trillion_dollar_question. (0:17) Berkshire Hathaway’s...$1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings. (2:48)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>266berkshire,buffett,china,dividends,earnings,earths,musk,palantir,pay,rare,stockmarket,stocks,tesla,trillion,vote,wallstreetfalsefullWall Street Roundup: is this time really different?https://seekingalpha.com/wsb?source=wsb_podcast:roundup_this_time_really_different
Episode transcripts: seekingalpha.com/wsb

Show links: 
Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb
Meta anticipates CapEx dollar growth to rise notably in 2026 with AI investments
Take the quiz: Investment News Quiz - Friday, Oct. 31

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb
Meta anticipates CapEx dollar growth to rise notably in 2026 with AI investments
Take the quiz: Investment News Quiz - Friday, Oct. 31

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Oct. 31
Biggest stock movers Friday: AAPL, AMZN, and more
Elon Musk’s SpaceX set to win $2B Pentagon satellite deal - report
Trump-Putin summit canceled after Moscow sends memo to Washington - FT
Meta to raise $30B in record bond sale amid rising AI costs

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Oct. 31
Biggest stock movers Friday: AAPL, AMZN, and more
Elon Musk’s SpaceX set to win $2B Pentagon satellite deal - report
Trump-Putin summit canceled after Moscow sends memo to Washington - FT
Meta to raise $30B in record bond sale amid rising AI costs

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>287amazon,apple,disney,nasdaq,stocks,wallstreet,youtubefalsefullTrump, Xi agree on rare earth, tariff relief dealhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_xi_agree_on_rare_earth_tariff_relief_dealrare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage. (02:27) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: GOOG, META, MSFT, and more
Trump directs Pentagon to resume nuke testing after 33-year pause
Meta Platforms stock sinks after booking $16B one-time charge in Q3
Starbucks reports positive comparable store sales for the first time in 7 quarters

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: GOOG, META, MSFT, and more
Trump directs Pentagon to resume nuke testing after 33-year pause
Meta Platforms stock sinks after booking $16B one-time charge in Q3
Starbucks reports positive comparable store sales for the first time in 7 quarters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>343azure,china,microsoft,openai,outage,stocks,wallstreetfalsefullFed cuts rates but Powell flips December scripthttps://seekingalpha.com/wsb?source=wsb_podcast:fed_cuts_rates_but_powell_flips_december_scriptfar from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68339799Wed, 29 Oct 2025 20:39:44 +0000Seeking AlphaThe Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is...far from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>179cut,december,dissent,economy,fed,fomc,inflation,jobs,labor,powell,rates,stockmarket,stocks,yieldsfalsefullJoby’s taking offhttps://seekingalpha.com/wsb?source=wsb_podcast:jobys_taking_offshares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (01:17) No food stamps from next month as USDA says 'the well has run dry.’ (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and more
Starbucks Q4 preview: Analysts caution over declining same-store sales
SA analyst upgrades/downgrades: GOOG, INTC, AVGO, WBD
Thermo Fisher said to eye $10B takeover of clinical trial software firm Clario

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and more
Starbucks Q4 preview: Analysts caution over declining same-store sales
SA analyst upgrades/downgrades: GOOG, INTC, AVGO, WBD
Thermo Fisher said to eye $10B takeover of clinical trial software firm Clario

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>279jobyaviation,nvidia,snap,stocks,wallstreetfalsefullAmazon weighs biggest corporate layoff yethttps://seekingalpha.com/wsb?source=wsb_podcast:amazon_weighs_biggest_corporate_layoff_yet30,000 office jobs - Reuters. (00:21)  Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating from S&P in a first for a bitcoin treasury company. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WM, CLS, RMBS, and more
Ark Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming'
EU car sales rise 10% in September; Tesla continues losing market share, BYD gains ground
Apple supplier Skyworks Solutions held talks to acquire rival Qorvo - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WM, CLS, RMBS, and more
Ark Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming'
EU car sales rise 10% in September; Tesla continues losing market share, BYD gains ground
Apple supplier Skyworks Solutions held talks to acquire rival Qorvo - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>326amazon,australia,meta,snap,stocks,strategy,tiktok,wallstreetfalsefullQualcomm takes on Nvidiahttps://seekingalpha.com/wsb?source=wsb_podcast:qualcomm_takes_on_nvidiaAI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)

Show Notes
Goldman’s cheap high-quality stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68300894Mon, 27 Oct 2025 18:16:36 +0000Seeking AlphaQualcomm is rallying after entering the https://seekingalpha.com/news/4508331-qualcomm-looks-to-take-on-nvidia-amd-as-it-enters-ai-accelerator-market?source=wsb_podcast:qualcomm_takes_on_nvidia. (0:16) Organon CEO out...AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)

Show Notes
Goldman’s cheap high-quality stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>279accelerator,ai,amd,argentina,beyondmeat,keurig,merger,nvidia,organon,pets.com,qualcomm,scandal,stockmarket,stocks,wallstreet,waterfalsefullNovartis puts $12B on the tablehttps://seekingalpha.com/wsb?source=wsb_podcast:novartis_puts_12b_on_the_tablesurges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: RNA, HIVE, and more
Trump dismisses speculation of vice presidential run in 2028 election
Argentine midterms: Milei's party wins big as voters back his economic overhaul
Copper nears record high on U.S.-China trade optimism

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: RNA, HIVE, and more
Trump dismisses speculation of vice presidential run in 2028 election
Argentine midterms: Milei's party wins big as voters back his economic overhaul
Copper nears record high on U.S.-China trade optimism

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>287avidity,berniemadoff,fedchair,hsbc,novartis,stocks,wallstreetfalsefullThe AI trade gets a pulse check this Fed weekhttps://seekingalpha.com/wsb?source=wsb_podcast:the_ai_trade_gets_a_pulse_check_this_fed_week
Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68287927Sun, 26 Oct 2025 20:39:13 +0000Seeking AlphaFive of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30) Show Notes ...
Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>270ai,alphabet,amazon,apple,canada,china,dividends,earnings,econmy,fed,inflation,jobs,meta,microsoft,novartis,rates,stocks,tariffs,trade,trumpfalsefullWall Street Roundup: are we in a bubble?https://seekingalpha.com/wsb?source=wsb_podcast:roundup_are_we_in_bubble
Show Notes:
Netflix Is Still King
This Unbelievably Strong Stock Market
Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68267841Fri, 24 Oct 2025 17:14:55 +0000Seeking AlphaTesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25). Show Notes:...
Show Notes:
Netflix Is Still King
This Unbelievably Strong Stock Market
Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>862apple,earnings,evs,gm,google,investing,microsoft,netflix,news,stocks,tesla,tradingfalsefullIT outage grounds Alaska fleet againhttps://seekingalpha.com/wsb?source=wsb_podcast:it_outage_grounds_alaska_fleet_againhalts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Oct. 24
Biggest stock movers Friday: F, INTC, NEM, and more
Trump cancels trade negotiations with Canada over Reagan ad
Intel perks up as PC, AI helps boost Q3 results, guidance
Rivian reaches $250M settlement to resolve investor lawsuit over price hikes

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Oct. 24
Biggest stock movers Friday: F, INTC, NEM, and more
Trump cancels trade negotiations with Canada over Reagan ad
Intel perks up as PC, AI helps boost Q3 results, guidance
Rivian reaches $250M settlement to resolve investor lawsuit over price hikes

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>319alaskaairline,cpi,stocks,target,wallstreetfalsefullQuantum names pophttps://seekingalpha.com/wsb?source=wsb_podcast:quantum_names_popsurge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
Tesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profits
IBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum accelerates
Lam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quarters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68251607Thu, 23 Oct 2025 11:04:11 +0000Seeking AlphaIonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) https://seekingalpha.com/news/4507251-trump-administration-said-to-be-negotiating-equity-stakes-in-quantum-computing-firms?source=wsb_podcast:quantum_names_pop on report of Trump administration quantum equity...surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
Tesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profits
IBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum accelerates
Lam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quarters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>357beef,crudeoil,dwave,ionq,quantum,rigetti,stocks,wallstreetfalsefullGold still strugglinghttps://seekingalpha.com/wsb?source=wsb_podcast:gold_still_strugglingnears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superintelligence employees. (2:26)

Show Notes
Goldman’s top tech capex and R&D names

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68242661Wed, 22 Oct 2025 16:50:45 +0000Seeking AlphaThe yellow metal remains under pressure as it https://seekingalpha.com/news/4506495-precious-metals-retreat-as-gold-silver-enter-correction-phase?source=wsb_podcast:gold_still_struggling. (0:16) Beyond Meat on a...nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superintelligence employees. (2:26)

Show Notes
Goldman’s top tech capex and R&D names

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>244at&t,beyondmeat,capex,commodities,earnings,gold,meme,meta,metals,plunge,rally,silver,squeeze,stockmarket,stocks,texasinstruments,wallstreetfalsefullDraftKings bets on predictionshttps://seekingalpha.com/wsb?source=wsb_podcast:draftkings_bets_on_predictionsprediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, DKNG, and more
Netflix outlines ad revenue doubling in 2025 as new content and tech drive global engagement
This AI bubble is ‘absolutely’ going to burst – analyst
Tesla recalls select Model 3, Ys over battery connection failure
Gold and silver suffer historic one-day drop but most analysts say long-term uptrend remains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68238108Wed, 22 Oct 2025 10:57:39 +0000Seeking AlphaDraftKings (DKNG) breaks into the https://seekingalpha.com/news/4506446-draftkings-breaks-into-the-prediction-market-industry-through-an-acquisition?source=wsb_podcast:draftkings_bets_on_predictions industry through an acquisition. (00:23) Netflix...prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, DKNG, and more
Netflix outlines ad revenue doubling in 2025 as new content and tech drive global engagement
This AI bubble is ‘absolutely’ going to burst – analyst
Tesla recalls select Model 3, Ys over battery connection failure
Gold and silver suffer historic one-day drop but most analysts say long-term uptrend remains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336draftkings,hasbro,kpop,mattel,netflix,stocks,wallstreet,walmartfalsefullChina's luxury conundrumhttps://seekingalpha.com/wsb?source=wsb_podcast:chinas_luxury_conundrumseek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers. (2:52)

Show Notes
Goldman Sachs’ Buyback Aristocrats

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68229638Tue, 21 Oct 2025 16:56:20 +0000Seeking AlphaAs GDP weakens, luxury brands https://seekingalpha.com/news/4505930-a-surprising-market-emerges-for-luxury-brands-in-china?source=wsb_podcast:chinas_luxury_conundrum to Chinese customers. (0:15) Warner Bros. Discovery...seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers. (2:52)

Show Notes
Goldman Sachs’ Buyback Aristocrats

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2843m,buybacks,china,coca-cola,consumer,coreweave,disney,earnings,hulu,kimmel,lockheed,luxury,spending,stockmarket,stocks,subscribers,takeover,wallstreet,warnerfalsefullApple edges toward $4Thttps://seekingalpha.com/wsb?source=wsb_podcast:apple_edges_toward_4t$4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CCK, DCGO, and more
Argentina bailout: US currency swap deal inked, banks seek collateral for $20B loan
PayPal to take over Carlyle stake in e-commerce firm Shopware - report
Cleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiative

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68225597Tue, 21 Oct 2025 10:49:38 +0000Seeking AlphaApple (AAPL) iPhone 17, AI initiatives key as company approaches https://seekingalpha.com/news/4505815-apple-iphone-17-ai-initiatives-key-as-company-approaches-4t-market-cap-club-wedbush?source=wsb_podcast:apple_edges_toward_4t: Wedbush. (00:20)...$4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CCK, DCGO, and more
Argentina bailout: US currency swap deal inked, banks seek collateral for $20B loan
PayPal to take over Carlyle stake in e-commerce firm Shopware - report
Cleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiative

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>334apple,elfbeauty,rhode,stocks,unilever,wallstreetfalsefullMarkets march higherhttps://seekingalpha.com/wsb?source=wsb_podcast:markets_march_higherfutures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PLUG, RANI, and more
Blackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive power
Earnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, PG, GE, MMM, CLF, AGNC, and more
Trump may cut a deal with China as markets bet on Fed easing: Jefferies

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68211414Mon, 20 Oct 2025 10:27:40 +0000Seeking AlphaStock index https://seekingalpha.com/news/4505483-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:markets_march_higher ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached...futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PLUG, RANI, and more
Blackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive power
Earnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, PG, GE, MMM, CLF, AGNC, and more
Trump may cut a deal with China as markets bet on Fed easing: Jefferies

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>308amazon,aws,f5,stocks,wallstreetfalsefullWall Street Roundup: financial earnings, golden highs, data dearthhttps://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:roundup_dearth
Show Notes:
Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report
Gold hits another record with bank worries in focus alongside trade, rate cuts
Bank fears spread with wider market spooked over credit 'cockroaches'

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68182231Fri, 17 Oct 2025 17:56:21 +0000Seeking AlphaBig week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15). Show Notes:...
Show Notes:
Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report
Gold hits another record with bank worries in focus alongside trade, rate cuts
Bank fears spread with wider market spooked over credit 'cockroaches'

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1322ai,amazon,bitcoin,crypto,earnings,economy,financials,gold,government,highs,inflation,intel,investing,nvidia,shutdown,tesla,tradingfalsefullRegional bank worries drag futures lowerhttps://seekingalpha.com/wsb?source=wsb_podcast:regional_bank_worries_drag_futures_lowerconcerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Oct. 17
Biggest stock movers Friday: U.S. bank stocks, and more
Chinese carmaker BYD to recall record number of cars over design, battery issues
Spirit Airlines to furlough 365 pilots, demote 170 others next year - report
U.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa fees

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68177135Fri, 17 Oct 2025 10:40:04 +0000Seeking AlphaStock index futures slump as https://seekingalpha.com/news/4505096-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:regional_bank_worries_drag_futures_lower on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli...concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Oct. 17
Biggest stock movers Friday: U.S. bank stocks, and more
Chinese carmaker BYD to recall record number of cars over design, battery issues
Spirit Airlines to furlough 365 pilots, demote 170 others next year - report
U.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa fees

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>317elililly,ford,futures,novonordisk,stocks,wallstreetfalsefullHolidays getting a retail therapy boosthttps://seekingalpha.com/wsb?source=wsb_podcast:holidays_getting_a_retail_therapy_boostboost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)

Show Notes
The fastest drive-thrus around
BTIG’s top retailer picks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions. ]]>https://api.spreaker.com/episode/68167645Thu, 16 Oct 2025 17:26:01 +0000Seeking AlphaWells Fargo says fears about jobs and tariffs may actually https://seekingalpha.com/news/4504721-will-consumer-ramp-holiday-spending-to-scare-off-ghosts-of-christmas-future?source=wsb_podcast:holidays_getting_a_retail_therapy_boost. (0:15) Snowflake...boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)

Show Notes
The fastest drive-thrus around
BTIG’s top retailer picks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions. ]]>268ai,bubble,consumers,deltaco,drivethru,earnings,holiday,jackinthebox,layoffs,nestle,palantir,retail,shopping,snowflake,spending,stockmarket,stocks,tsmc,wallstreetfalsefullGIC sues Nio over inflated revenuehttps://seekingalpha.com/wsb?source=wsb_podcast:gic_sues_nio_over_inflated_revenueinflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: HPE, UAL, NIO, and more
Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations
Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says
Apple's first moving product could take the spotlight off Tesla's robot dreams

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68162638Thu, 16 Oct 2025 10:36:42 +0000Seeking AlphaNio (NIO) slides after Singapore wealth fund accuses EV maker of https://seekingalpha.com/news/4504638-nio-slides-after-singapore-wealth-fund-accuses-ev-maker-of-inflating-revenue?source=wsb_podcast:gic_sues_nio_over_inflated_revenue. (00:28) Nvidia...inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: HPE, UAL, NIO, and more
Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations
Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says
Apple's first moving product could take the spotlight off Tesla's robot dreams

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>321fast-food,nio,nvidia,stocks,wallstreetfalsefullAmazon swapping humans for AIhttps://seekingalpha.com/wsb?source=wsb_podcast:amazon_swapping_humans_for_ailayoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)

Show Notes
Driverless cabs coming to London

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68152138Wed, 15 Oct 2025 17:16:28 +0000Seeking AlphaAmazon eyes https://seekingalpha.com/news/4504129-amazon-plans-new-round-of-corporate-layoffs-amid-heavy-ai-investment?source=wsb_podcast:amazon_swapping_humans_for_ai as it spends big on AI. (0:15) Daily...layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)

Show Notes
Driverless cabs coming to London

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>249ai,amazon,banks,bofa,bubble,chatgpt,earnings,layoffs,london,morganstanley,nvidia,stockmarket,stocks,wallstreet,walmart,waymofalsefullStellantis bets on U.S. productionhttps://seekingalpha.com/wsb?source=wsb_podcast:stellantis_bets_on_us-production$13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: VERI, PZZA, and more
Luxury names surge after 13% pop in LVMH stock price
Intel to launch new AI chip next year - report
Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68147929Wed, 15 Oct 2025 10:49:43 +0000Seeking AlphaStellantis (STLA) shares jolted higher by https://seekingalpha.com/news/4504100-stellantis-shares-jolted-higher-by-13b-investment-in-us-manufacturing?source=wsb_podcast:stellantis_bets_on_us-production in U.S. manufacturing. (00:23) Netflix (NFLX) to...$13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: VERI, PZZA, and more
Luxury names surge after 13% pop in LVMH stock price
Intel to launch new AI chip next year - report
Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>365gold,jamiedimon,netflix,stellantis,stocks,wallstreetfalsefullBanks beat the Streethttps://seekingalpha.com/wsb?source=wsb_podcast:banks_beat_the_streetJ.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)

Show Notes
HSBC’s 10 stock picks going into earnings season

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>https://api.spreaker.com/episode/68132029Tue, 14 Oct 2025 14:10:18 +0000Seeking Alphahttps://seekingalpha.com/news/4503810-jpmorganchase-lifts-2025-nii-expense-guidance-q3-earnings-beat-on-strong-activity?source=wsb_podcast:banks_beat_the_street,...J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)

Show Notes
HSBC’s 10 stock picks going into earnings season

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  ]]>225ai,albertsons,amd,banks,citizenship,domino's,earnings,goldman,gpu,j&j,jpmorgan,orcacle,passport,stockmarket,stocks,wallstreet,wellsfargofalsefullPapa John’s delivers a hot slicehttps://seekingalpha.com/wsb?source=wsb_podcast:papa_johns_delivers_a_hot_slicetakeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVTS, PII, and more
Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms
Off-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBS
Robinhood to look for M&A opportunities in prediction markets - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68130622Tue, 14 Oct 2025 10:52:33 +0000Seeking AlphaPapa John's (PZZA) soars after report of https://seekingalpha.com/news/4503691-papa-johns-soars-after-report-of-takeover-offer?source=wsb_podcast:papa_johns_delivers_a_hot_slice. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test...takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVTS, PII, and more
Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms
Off-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBS
Robinhood to look for M&A opportunities in prediction markets - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344alzheimer's,apollo,elililly,papajohns,paypay,roche,stocks,wallstreetfalsefullBroadcom gets the OpenAi bumphttps://seekingalpha.com/wsb?source=wsb_podcast:broadcom_gets_the_openai_bumpcustom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)

Show Notes
30 stocks showing signs of froth
Beyond Meat craters  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68121329Mon, 13 Oct 2025 17:36:19 +0000Seeking AlphaThe companies team up for 10 gigawatts of https://seekingalpha.com/news/4503609-broadcom-surges-after-openai-deal-for-10-gigawatts-of-custom-ai-accelerators?source=wsb_podcast:broadcom_gets_the_openai_bump. (0:15) Paramount...custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)

Show Notes
30 stocks showing signs of froth
Beyond Meat craters  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>254accelerators,ai,beyondmeat,broadcom,china,froth,gigawatts,openai,paramount,silver,stockmarket,stocks,trump,wallstreet,warnerfalsefullCrypto bounces backhttps://seekingalpha.com/wsb?source=wsb_podcast:crypto_bounces_backrebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more
Silver soars to decades-high in historic short squeeze as gold hits record
Economists expect stronger economic growth, slower job gains - NABE survey
Trump hints export controls on Boeing parts in response to China - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68116275Mon, 13 Oct 2025 10:35:52 +0000Seeking AlphaCrypto markets https://seekingalpha.com/news/4503502-crypto-markets-rebound-as-trump-vance-signal-openness-to-china-trade-deal?source=wsb_podcast:crypto_bounces_back as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi...rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more
Silver soars to decades-high in historic short squeeze as gold hits record
Economists expect stronger economic growth, slower job gains - NABE survey
Trump hints export controls on Boeing parts in response to China - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>381bitcoin,crypto,cryptocurrencies,stocks,ups,wallstreet,xiaomifalsefullEarnings arrive as Trump downplays China trade fighthttps://seekingalpha.com/wsb?source=wsb_podcast:earnings_arrive_as_trump_downplays_china_trade_fightdon’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)

Show Notes 
The Air Jordan Economy
More stocks to short
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68110427Sun, 12 Oct 2025 19:54:49 +0000Seeking AlphaPresident says ‘https://seekingalpha.com/news/4503469-trump-downplays-rift-with-china-says-us-wants-to-help?source=wsb_podcast:earnings_arrive_as_trump_downplays_china_trade_fight’ as China says it...don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)

Show Notes 
The Air Jordan Economy
More stocks to short
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>285banks,bitcoin,china,crypto,earnings,goldman,government,jordan,jpmorgan,minerals,nike,short,shutdown,stockmarket,stocks,tariffs,trade,trump,wallstreet,xifalsefullInflation report still in sighthttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_report_still_in_sightrecalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Oct. 10
Biggest stock movers Friday: APLD, PATH, and more
Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China
China said to tighten customs checks on Nvidia AI chips
Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68088997Fri, 10 Oct 2025 10:46:45 +0000Seeking AlphaBureau of Labor Statistics https://seekingalpha.com/news/4503218-bureau-of-labor-statistics-recalls-workers-to-get-september-inflation-data-ready-report?source=wsb_podcast:inflation_report_still_in_sight to get September inflation data ready — report....recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the quiz: Investment News Quiz - Friday, Oct. 10
Biggest stock movers Friday: APLD, PATH, and more
Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China
China said to tighten customs checks on Nvidia AI chips
Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>377bls,cpi,instagram,stocks,teens,wallstreetfalsefullMeet Ferrari's Elettricahttps://seekingalpha.com/wsb?source=wsb_podcast:meet_ferraris_elettrica1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)

Show Notes    
J.P. Morgan’s top tech stocks to short  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68081777Thu, 09 Oct 2025 18:39:32 +0000Seeking AlphaFerrari’s first EV will have https://seekingalpha.com/news/4502889-meet-elettrica-ferraris-answer-to-evs-featuring-1000-horsepower-and-a-top-speed-of-192-mph?source=wsb_podcast:meet_ferraris_elettrica and unique engine sound. (0:15) Silver...1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)

Show Notes    
J.P. Morgan’s top tech stocks to short  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>255ai,cannibas,china,delta,earnings,earths,elettrica,ev,ferrari,gpu,hollywood,nvidia,openai,pepsi,shorts,sora,stockmarket,stocks,tilray,videofalsefullNetflix levels uphttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_levels_upvideo games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: AZZ, RELL, and more
Microsoft plans healthcare AI push in Copilot with Harvard deal: report
U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support
US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: AZZ, RELL, and more
Microsoft plans healthcare AI push in Copilot with Harvard deal: report
U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support
US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>408furloughs,irs,netflix,pharmaceuticals,shutdown,stocks,wallstreetfalsefullNvidia invests big in xAIhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_invests_big_in_xAIinvested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)

Show Notes    
J.P. Morgan’s top consumer sector shorts  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68066488Wed, 08 Oct 2025 18:24:41 +0000Seeking AlphaCEO Jensen Huang wishes he had https://seekingalpha.com/news/4502624-nvidia-ceo-huang-confirms-xai-investment-regrets-not-giving-them-more?source=wsb_podcast:nvidia_invests_big_in_xAI in xAI. (0:15) Analysts react to...invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)

Show Notes    
J.P. Morgan’s top consumer sector shorts  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>234ai,app,chatgpt,dell,fedex,gemini,google,nvidia,openai,poet,rocketlab,short,stockmarkets,stocks,wallstreet,xaifalsefullLawmakers urge broader China chip curbshttps://seekingalpha.com/wsb?source=wsb_podcast:lawmakers_urge_broader_china_chip_curbschip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: JOBY, OMI, and more
ABB to divest robotics division to SoftBank for $5.38 billion
BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers
Intel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: JOBY, OMI, and more
ABB to divest robotics division to SoftBank for $5.38 billion
BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers
Intel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>431airtraffic,anthropic,ban,china,chip,india,shutdown,stocks,wallstreetfalsefullGold futures top $4,000https://seekingalpha.com/wsb?source=wsb_podcast:gold_futures_top_4000top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)  

Show Notes
Paul Tudor Jones has that 1999 feeling  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68051730Tue, 07 Oct 2025 19:18:00 +0000Seeking AlphaFutures https://seekingalpha.com/news/4502384-spot-gold-nears-4000-as-gold-futures-top-that-level-for-the-first-time-ever?source=wsb_podcast:gold_futures_top_4000 and Goldman sees $4,900 by end ’26. (0:15)...top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)  

Show Notes
Paul Tudor Jones has that 1999 feeling  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2621999,4000,aluminum,decision,dell,economy,ford,gold,hennessy,jobs,lebron,record,shutdown,stockmarket,stocks,trilogy,wallstreetfalsefullDeals don’t wait ‘til Novemberhttps://seekingalpha.com/wsb?source=wsb_podcast:deals_dont_wait_til_novembershopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TMQ, STZ, and more
Fire at aluminum plant seen disrupting business at Ford, other automakers - report
Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project
Archer Aviation up double-digits on potential ties to Tesla's special announcement

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TMQ, STZ, and more
Fire at aluminum plant seen disrupting business at Ford, other automakers - report
Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project
Archer Aviation up double-digits on potential ties to Tesla's special announcement

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>419amazon,applovin,deals,novonordisk,stocks,target,wallstreet,walmartfalsefullAMD rockets on OpenAI dealhttps://seekingalpha.com/wsb?source=wsb_podcast:amd_rockets_on_openAI_dealAMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)  

Show Notes
Young Wall Streeters say this is the essential human skill in the AI era  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68033226Mon, 06 Oct 2025 17:23:04 +0000Seeking AlphaOpenAI will deploy six gigawatts of https://seekingalpha.com/news/4501935-amd-surges-25-after-ai-infrastructure-deal-with-openai?source=wsb_podcast:amd_rockets_on_openAI_deal. (0:15) Fifth Third and Comerica...AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)  

Show Notes
Young Wall Streeters say this is the essential human skill in the AI era  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>258007,ai,amd,astonmartin,banks,chatgpt,comerica,devday,etf,fifththird,fundstrat,gpu,granny,holiday,merger,openai,shopping,stockmarket,stocks,verizonfalsefullTesla spins up speculationhttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_spins_up_speculationnew model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: MU, QUBT, and more
French Prime Minister Sebastien Lecornu resigns
Four things for stock bulls to worry about other than the shutdown
40 alternative economic reports to utilize during the shutdown
Boeing prepares for possible 737 MAX production hike this month - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/68029270Mon, 06 Oct 2025 10:51:11 +0000Seeking AlphaTesla (TSLA) hints at possible https://seekingalpha.com/news/4501885-tesla-hints-at-possible-new-model-ahead-of-october-7-reveal?source=wsb_podcast:tesla_spins_up_speculation ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy...new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: MU, QUBT, and more
French Prime Minister Sebastien Lecornu resigns
Four things for stock bulls to worry about other than the shutdown
40 alternative economic reports to utilize during the shutdown
Boeing prepares for possible 737 MAX production hike this month - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>353amc,firefly,lifeofashowgirl,stocks,taylorswift,tesla,wallstreetfalsefullOpenAI DevDay kicks off week as shutdown persistshttps://seekingalpha.com/wsb?source=wsb_podcast:openai_devday_kicks_off_week_as_shutdown_persistslasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47)  Bitcoin top $125,000 for first time. (2:57)

Show Notes 
Which investing themes are ‘in’/‘out’ for H2 2020s
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>https://api.spreaker.com/episode/68022183Sun, 05 Oct 2025 18:12:07 +0000Seeking AlphaGovernment shutdown now seen https://seekingalpha.com/news/4501859-kalshi-now-sees-government-shutdown-lasting-nearly-21-days-second-longest-in-us-history?source=wsb_podcast:openai_devday_kicks_off_week_as_shutdown_persists. (0:17) Sam Altman will...lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47)  Bitcoin top $125,000 for first time. (2:57)

Show Notes 
Which investing themes are ‘in’/‘out’ for H2 2020s
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions]]>295ai,bitcoin,chatgpt,costco,crypto,delta,devday,dividends,earnings,economy,fed,government,oil,opec+,openai,ozempic,pepsi,shutdown,stocks,wegovyfalsefullShutdown freezes release, not datahttps://seekingalpha.com/wsb?source=wsb_podcast:shutdown_freezes_release_not_dataassess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Oct. 3
Biggest stock movers Friday: AMAT, RUM, and more
Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan
YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact
Google VP says company plans to spin off life sciences unit Verily: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67997794Fri, 03 Oct 2025 10:19:57 +0000Seeking AlphaHow to https://seekingalpha.com/news/4501408-how-to-assess-the-september-jobs-report-in-the-absence-of-bls-data?source=wsb_podcast:shutdown_freezes_release_not_data the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops...assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Oct. 3
Biggest stock movers Friday: AMAT, RUM, and more
Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan
YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact
Google VP says company plans to spin off life sciences unit Verily: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>393apple,bls,data,jobs,stocks,usar,wallstreetfalsefullAOL back in the merger gamehttps://seekingalpha.com/wsb?source=wsb_podcast:aol_back_in_the_merger_gameclose to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)  

Show Notes
12 top takeover targets in tech
Caterpillar emerges as the new AI play

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67989687Thu, 02 Oct 2025 17:57:37 +0000Seeking AlphaItaly’s Bending Spoons is https://seekingalpha.com/news/4501380-yahoo-in-talks-to-sell-aol-as-owner-apollo-eyes-14b-deal-with-italian-tech-firm?source=wsb_podcast:aol_back_in_the_merger_game the company that once bought Time Warner.  (0:15) Major...close to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)  

Show Notes
12 top takeover targets in tech
Caterpillar emerges as the new AI play

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333ai,aol,berkshire,buffett,caterpillar,deal,economy,fico,jobs,labor,layoffs,m&a,music,oxychem,stockmarket,stocks,takeover,tesla,universal,yahoofalsefullHalf a trillion and countinghttps://seekingalpha.com/wsb?source=wsb_podcast:half_a_trillion_and_countingdethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: RKT, STLA, and more
Apple tables Vision Pro sequel to pursue smart glasses: report
Trump holding off on pharma tariffs to negotiate more deals - report
SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67984263Thu, 02 Oct 2025 10:43:50 +0000Seeking AlphaOpenAI https://seekingalpha.com/news/4501157-openai-valuation-employee-share-sale?source=wsb_podcast:half_a_trillion_and_counting as world's most valuable startup. (00:21) White House halts...dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: RKT, STLA, and more
Apple tables Vision Pro sequel to pursue smart glasses: report
Trump holding off on pharma tariffs to negotiate more deals - report
SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>303amazon,openai,stocks,wallstreet,whitehousefalsefullADP steals spotlight and reports jobs losseshttps://seekingalpha.com/wsb?source=wsb_podcast:adp_steals_spotlight_and_reports_job_lossesBLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)  

Show Notes
Nike up on turnaround enthusiasm
Reddit slumps as ChatGPT citations drop
China’s Golden Week kicks off

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67972966Wed, 01 Oct 2025 16:39:20 +0000Seeking AlphaWith https://seekingalpha.com/news/4500526-adp-now-all-important-with-one-employee-left-at-the-bls?source=wsb_podcast:adp_steals_spotlight_and_reports_job_losses, ADP payrolls...BLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)  

Show Notes
Nike up on turnaround enthusiasm
Reddit slumps as ChatGPT citations drop
China’s Golden Week kicks off

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>284adp,aes,antoni,bls,china,cook,earnings,employment,fed,fermi,goldenweek,jobs,nike,rates,reddit,shutdown,stockmarket,stocks,supremecourt,trumpfalsefullSenate vote triggers government shutdown, data delayshttps://seekingalpha.com/wsb?source=wsb_podcast:senate_vote_triggers_government_shutdown_data_delaysshutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LAC, NKE, and more
S&P 500 clocks strongest Q3 performance since 2020
UBS: U.S. lumber tariffs could add $8,900 to cost of building a home
Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67966570Wed, 01 Oct 2025 10:28:26 +0000Seeking AlphaU.S. government https://seekingalpha.com/news/4500390-us-government-shutdown-officially-begins?source=wsb_podcast:senate_vote_triggers_government_shutdown_data_delays officially begins. (00:22)...shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LAC, NKE, and more
S&P 500 clocks strongest Q3 performance since 2020
UBS: U.S. lumber tariffs could add $8,900 to cost of building a home
Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>318government,nvidia,shutdown,stocks,taiwan,tsmc,wallstreetfalsefullSpotify CEO hands over the reinshttps://seekingalpha.com/wsb?source=wsb_podcast:spotify_ceo_hands_over_the_reinsafter two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)

Show Notes
Is the labor market stronger than it seems?
Wendy’s unveils Tendys

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67953865Tue, 30 Sep 2025 16:50:07 +0000Seeking AlphaSpotify’s Ek moves to chairman role https://seekingalpha.com/news/4500139-spotify-appoints-co-ceos-as-top-boss-daniel-ek-transitions-to-chairman-role?source=wsb_podcast:spotify_ceo_hands_over_the_reins. (0:15) Kalshi’s...after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)

Show Notes
Is the labor market stronger than it seems?
Wendy’s unveils Tendys

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>299ai,betting,ceo,consumer,coreweave,draftkings,echostar,economy,fanduel,football,jobs,kalshi,meta,nbc,spotify,stocks,tenders,verizon,wendy's,youtubetvfalsefullWeed stocks light uphttps://seekingalpha.com/wsb?source=wsb_podcast:weed_stocks_light_uptouting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: UUUU, FLY, and more
Trump’s Tariffs: Key announcements from September
OpenAI's H1 revenue climbs 16% to $4.3 billion - report
Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: UUUU, FLY, and more
Trump’s Tariffs: Key announcements from September
OpenAI's H1 revenue climbs 16% to $4.3 billion - report
Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>408cannabidiol,cannabis,cbd,mcdonalds,stocks,trump,wallstreet,youtubefalsefullHollywood gets the tariff treatmenthttps://seekingalpha.com/wsb?source=wsb_podcast:hollywood_gets_the_tariff_treatmentimpose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)

Show Notes 
BMO embraces S&P 7,000 by year end

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67941802Mon, 29 Sep 2025 16:31:42 +0000Seeking AlphaTrump says he’ll https://seekingalpha.com/news/4499845-hollywood-movies-made-outside-the-us-to-be-slapped-with-100-trump-tariffs?source=wsb_podcast:hollywood_gets_the_tariff_treatment on movies made outside U.S. (0:15) EA officially goes private in...impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)

Show Notes 
BMO embraces S&P 7,000 by year end

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>240100%,buyout,comcast,ea,earnings,equity,film,hollywood,kushner,lbo,movies,private,quarterly,sec,s&p,stockmarket,stocks,traiffs,trump,wallstreetfalsefullGold extends record runhttps://seekingalpha.com/wsb?source=wsb_podcast:gold_extends_record_runrecord on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: GSK, MLTX, and more
Goldman's 48 potential M&A candidates
SA Asks: What's the most attractive cloud stock right now?
Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: GSK, MLTX, and more
Goldman's 48 potential M&A candidates
SA Asks: What's the most attractive cloud stock right now?
Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>355boeing,earnings,gold,silver,stocks,wallstreetfalsefullWill Fed's Powell make it to jobs day?https://seekingalpha.com/wsb?source=wsb_podcast:will_feds_powell_make_it_to_jobs_daygovernment shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39)

Show Notes
EA stock – it’s in play
GameStop loses its last sell-sider
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67931810Sun, 28 Sep 2025 18:20:36 +0000Seeking AlphaSeptember payrolls expected to rise by just 39,000. (0:17) But will a https://seekingalpha.com/news/4499671-trump-to-host-congressional-leaders-as-shutdown-deadline-looms?source=wsb_podcast:will_feds_powell_make_it_to_jobs_day throw data into flux?...government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39)

Show Notes
EA stock – it’s in play
GameStop loses its last sell-sider
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>400buyout,congress,dividends,ea,earnings,economy,fed,gamestop,government,jobs,lbo,nike,payrolls,powell,rates,shutdown,stocks,trump,unemployment,versantfalsefullWall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturinghttps://seekingalpha.com/wsb?source=wsb_podcast:ai_theme_maturingKlarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).

Show Notes:
Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers
AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush
Wall Street rises after PCE index data comes in line

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers
AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush
Wall Street rises after PCE index data comes in line

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>897ai,alibaba,apple,intel,investing,investors,micron,nvidia,oracle,stocks,tech,technologyfalsefullTariffs hit pharmahttps://seekingalpha.com/wsb?source=wsb_podcast:tariffs_hit_pharma100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Sept. 26
Biggest stock movers Friday: INTC, GFS, and more
Trump presses Japan, South Korea to pay billions 'upfront' in investments
Italy's antitrust fines oil companies Eni, Esso, Q8 and others €937M for fuel market collusion
Costco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerate

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Sept. 26
Biggest stock movers Friday: INTC, GFS, and more
Trump presses Japan, South Korea to pay billions 'upfront' in investments
Italy's antitrust fines oil companies Eni, Esso, Q8 and others €937M for fuel market collusion
Costco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerate

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>444drugs,massfirings,pce,pharma,stocks,tariffs,wallstreetfalsefullWhat weak economy?https://seekingalpha.com/wsb?source=wsb_podcast:what_weak_economyFed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)

Show Notes
Is the S&P the new risk-free rate?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67898752Thu, 25 Sep 2025 16:49:31 +0000Seeking AlphaThree strong economic reports give the https://seekingalpha.com/news/4498906-yields-advance-after-strong-economic-data-dents-rate-cut-bets-us10y-reclaims-420?source=wsb_podcast:what_weak_economy. (0:15) CarMax...Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)

Show Notes
Is the S&P the new risk-free rate?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>283aldi,carmax,claims,durable,earnings,economy,fed,gdp,goods,grocery,jobs,labor,oracle,rates,s&p500,stockmarket,stocks,wallstreet,webullfalsefullIntel and Apple: A Deal in the Making?https://seekingalpha.com/wsb?source=wsb_podcast:intel_and_apple_a_deal_in_the_makingbring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow. (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RIG, IMRX, and more
Qualcomm unveils new Snapdragon chips for mobile, PCs at summit
Lithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking'
Delta said to replace engine units on A320 fleet to address toxic fume leaks

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RIG, IMRX, and more
Qualcomm unveils new Snapdragon chips for mobile, PCs at summit
Lithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking'
Delta said to replace engine units on A320 fleet to address toxic fume leaks

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>406apple,byd,fermi,intel,stocks,tesla,wallstreetfalsefullNFL wants new TV deal ASAPhttps://seekingalpha.com/wsb?source=wsb_podcast:nfl_wants_new_tv_deal_asapleaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor. (2:57)

Show Notes 
Goldman predicts AI productivity, GDP boost

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67879814Wed, 24 Sep 2025 17:12:53 +0000Seeking AlphaNFL Commissioner says the league is https://seekingalpha.com/news/4498308-nfls-goodell-wants-to-renegotiate-tv-rights-with-media-partners-in-early-2026?source=wsb_podcast:nfl_wants_new_tv_deal_asap. (0:15) New home sales with...leaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor. (2:57)

Show Notes 
Goldman predicts AI productivity, GDP boost

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>295ai,arcadia,earnings,economy,football,freeportmcmoran,gatik,gdp,goldman,home,micron,nfl,productivity,rights,sales,sel-driving,stockmarket,stocks,trucks,tvfalsefullAlibaba to boost AI investmenthttps://seekingalpha.com/wsb?source=wsb_podcast:alibaba_to_boost_ai_investmentAI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LAC, MU, and more
Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
OpenAI, Oracle reveal first Stargate data center in Texas: report
Russian fuel crisis grows as Ukraine steps up drone attacks on refineries

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67875819Wed, 24 Sep 2025 10:36:26 +0000Seeking AlphaAlibaba (BABA) shares surge in Hong Kong as CEO announces https://seekingalpha.com/news/4498192-alibaba-shares-surge-in-hong-kong-as-ceo-announces-ai-spending-boost-beyond-50b-plan?source=wsb_podcast:alibaba_to_boost_ai_investment beyond $50B plan....AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LAC, MU, and more
Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
OpenAI, Oracle reveal first Stargate data center in Texas: report
Russian fuel crisis grows as Ukraine steps up drone attacks on refineries

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>308alibaba,ford,lithiumamerica,stocks,wallstreetfalsefullNext stage of AI revolution arriveshttps://seekingalpha.com/wsb?source=wsb_podcast:next_stage_of_ai_revolution_arrivesushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)

Show Notes
Nvidia is keeping the U.S. out of a recession

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67867467Tue, 23 Sep 2025 17:01:00 +0000Seeking AlphaWedbush says the Nvidia-OpenAI https://seekingalpha.com/news/4497675-ai-revolution-hits-next-stage-of-growth-in-nvidia-openai-deal-wedbush?source=wsb_podcast:next_stage_of_ai_revolution_arrives in AI development. (0:15) Alibaba unveils its...ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)

Show Notes
Nvidia is keeping the U.S. out of a recession

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>232ai,alibaba,chips,economy,fireflyaerospace,llm,nissan,nvidia,openai,recession,rech,scholarrock,self-driving,stockmarket,stocks,wallstreetfalsefullKenvue in focushttps://seekingalpha.com/wsb?source=wsb_podcast:kenvue_in_focusrebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SAVA, CLSK, and more
U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report
10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI
Trump administration re-evaluating $2.3B loan for Lithium Americas mine - Bloomberg

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SAVA, CLSK, and more
U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report
10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI
Trump administration re-evaluating $2.3B loan for Lithium Americas mine - Bloomberg

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>331boeing,kenvue,stocks,tylenol,uzbekistan,wallstreetfalsefullBerkshire bids farewell to BYDhttps://seekingalpha.com/wsb?source=wsb_podcast:berkshire_bids_farewell_to_bydexits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, MTSR, and more
Trump officials reportedly set to link Tylenol use during pregnancy to autism
Samsung stock hits year’s high following report of Nvidia approval
Saks is said to be in talks to sell stake in Bergdorf Goodman

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67849426Mon, 22 Sep 2025 10:54:00 +0000Seeking AlphaBerkshire Hathaway (BRK.B) https://seekingalpha.com/news/4496865-berkshire-hathaway-exits-byd?source=wsb_podcast:berkshire_bids_farewell_to_byd after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to...exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, MTSR, and more
Trump officials reportedly set to link Tylenol use during pregnancy to autism
Samsung stock hits year’s high following report of Nvidia approval
Saks is said to be in talks to sell stake in Bergdorf Goodman

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>357berkshirehathaway,byd,fsd,hamburgerhelper,nissan,stocks,wallstreetfalsefullWall Street Roundup: We need to talk about Intelhttps://seekingalpha.com/wsb?source=wsb_podcast:intelhigher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).

Show Notes
The Paradigm Shift No Investor Can Ignore
Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67823956Fri, 19 Sep 2025 17:02:11 +0000Seeking AlphaWe need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning...higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).

Show Notes
The Paradigm Shift No Investor Can Ignore
Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>935caterpillar,darden,dotplot,economy,fed,inflation,intel,investing,nvidia,stocksfalsefullFedEx delivers earnings surprisehttps://seekingalpha.com/wsb?source=wsb_podcast:fedex_delivers_earnings_surprisetopping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03)
 
Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Sept. 19
Biggest stock movers Friday: XXII, FDX, UPS, and more
Nvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: report
Judge rules Amazon violated consumer law in Prime billing case
Deutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67820308Fri, 19 Sep 2025 10:28:32 +0000Seeking AlphaFedEx (FDX) rallies after https://seekingalpha.com/news/4496347-fedex-rallies-after-topping-profit-expectations-updating-on-business-split-ups-also-higher?source=wsb_podcast:fedex_delivers_earnings_surprise profit expectations, updating on business...topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03)
 
Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Sept. 19
Biggest stock movers Friday: XXII, FDX, UPS, and more
Nvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: report
Judge rules Amazon violated consumer law in Prime billing case
Deutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>372crackerbarrel,fedex,novonordisk,steaknshake,stocks,wallstreetfalsefullJimmy Kimmel pulled from airwaveshttps://seekingalpha.com/wsb?source=wsb_podcast:jimmy_kimmel_pulled_from_airwavesJimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IONQ, CBRL, and more
Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity
Trump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FT
OpenAI & SoftBank's Japan AI venture delayed - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IONQ, CBRL, and more
Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity
Trump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FT
OpenAI & SoftBank's Japan AI venture delayed - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>374abc,china,huawei,jimmykimmel,krispykreme,nvidia,stocks,wallstreetfalsefullFed cuts rates for first time this yearhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_cuts_rates_for_first_time_this_yearby 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)

Show Notes
6 stocks for a Fed rate cut

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67799619Wed, 17 Sep 2025 21:05:53 +0000Seeking AlphaFed cuts rates https://seekingalpha.com/news/4495758-fed-sees-two-more-25-bp-cuts-this-year-as-jobs-cool-dot-plot?source=wsb_podcast:fed_cuts_rates_for_first_time_this_year with one dissent. (0:15) Dot plot pencils in...by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)

Show Notes
6 stocks for a Fed rate cut

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>212cut,dissent,easing,economy,fed,fomc,inflation,jobs,labor,miran,monetary,policy,powell,rates,stockmarket,stocks,yieldsfalsefullMarkets watch Fed as US, UK seal $42B tech dealhttps://seekingalpha.com/wsb?source=wsb_podcast:markets_watch_fed_as_us_uk_seal_42b_tech_deal $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Listen: Historic Day At The Fed With Danielle DiMartino Booth
Biggest stock movers Wednesday: NFE, WDAY, and more
Top 10 S&P 500 performing stocks ahead of the Fed's rate decision
RCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - update
Chinese tech stocks extend rally as AI spending spree intensifies

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67791842Wed, 17 Sep 2025 10:53:16 +0000Seeking AlphaUS-UK tech pact: Trump visit markshttps://seekingalpha.com/news/4495522-us-uk-tech-pact-trump-visit-marks-42-billion-investment-in-ai-quantum-nuclear?source=wsb_podcast:markets_watch_fed_as_us_uk_seal_42b_tech_deal in AI, quantum, nuclear. (00:29)... $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Listen: Historic Day At The Fed With Danielle DiMartino Booth
Biggest stock movers Wednesday: NFE, WDAY, and more
Top 10 S&P 500 performing stocks ahead of the Fed's rate decision
RCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - update
Chinese tech stocks extend rally as AI spending spree intensifies

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>431elliott,federalreserve,stocks,tariffs,thefed,uk,us,wallstreet,workdayfalsefullCoffee prices are percolatinghttps://seekingalpha.com/wsb?source=wsb_podcast:coffee_prices_are_percolatingfutures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)

Show Notes
Could the Fed see an unprecedented tie vote?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67782016Tue, 16 Sep 2025 18:03:47 +0000Seeking AlphaA cup of Joe could see big price hikes with https://seekingalpha.com/news/4495319-why-are-coffee-prices-rising-sharply-in-the-us?source=wsb_podcast:coffee_prices_are_percolating. (0:15) August...futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)

Show Notes
Could the Fed see an unprecedented tie vote?

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>353coffee,dave&buster's,deadlock,deal,earnings,economy,fed,futures,glasses,meta,paramount,powell,prices,rates,retail,sales,smart,stocks,tie,warnerfalsefullDOT grounds Delta-Aeromexico venturehttps://seekingalpha.com/wsb?source=wsb_podcast:dot_grounds_delta_aeromexico_ventureunwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WBTN, PLAY, and more
Oracle pops on report of involvement in TikTok deal
Google to invest £5B for AI development in UK
Dave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocus

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WBTN, PLAY, and more
Oracle pops on report of involvement in TikTok deal
Google to invest £5B for AI development in UK
Dave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocus

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>432aeromexico,delta,disney,miran,stocks,wallstreet,webtoonfalsefullTrump calls for earnings just twice a yearhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_calls_for_earnings_just_twice_a_yearwill save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)

Show Notes
OpenAI chairman agrees there’s AI bubble
Bessent says TikTok deal framework agreed

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67769268Mon, 15 Sep 2025 18:02:11 +0000Seeking AlphaThe president says ending quarterly reporting https://seekingalpha.com/news/4494840-trump-pushes-to-do-away-with-quarterly-earnings-reports?source=wsb_podcast:trump_calls_for_earnings_just_twice_a_year. (0:15) Elon Musk buys...will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)

Show Notes
OpenAI chairman agrees there’s AI bubble
Bessent says TikTok deal framework agreed

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2503,ai,apple,bubble,bytedance,earnings,gemini,google,iphone17,marketcap,musk,openai,quarterly,stock,stockmarket,tesla,tiktok,trillion,trump,wallstreetfalsefullBofA says investors should think BIGhttps://seekingalpha.com/wsb?source=wsb_podcast:bofa_says_investors_should_think_biginvesting theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Webinar today: 6 Stocks Poised to Benefit From a Rate Cut
Biggest stock movers Monday: MGA, FMST, and more
Trump likely to extend TikTok deadline for the fourth time - report
Many Americans use AI chatbots for financial advice, some with regret
Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Webinar today: 6 Stocks Poised to Benefit From a Rate Cut
Biggest stock movers Monday: MGA, FMST, and more
Trump likely to extend TikTok deadline for the fourth time - report
Many Americans use AI chatbots for financial advice, some with regret
Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338hackers,investing,southkorea,stocks,tesla,wallstreetfalsefullFed meeting: dissent is the wordhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_meeting_dissent_is_the_wordearnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)

Show Notes
Seeking Alpha analysts’ top dividend stocks
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67754156Sun, 14 Sep 2025 16:06:58 +0000Seeking AlphaWall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing https://seekingalpha.com/article/4819657-fedex-corp-fdx-waiting-for-the-spin-off?source=wsb_podcast:fed_meeting_dissent_is_the_word. (2:50)...earnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)

Show Notes
Seeking Alpha analysts’ top dividend stocks
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344ai,dissent,dividends,earnings,economy,fed,fedex,fomc,inflation,jobs,microsoft,openai,powell,rates,stockmarket,stocks,wallstreetfalsefullWall Street Roundup: red flag, green flaghttps://seekingalpha.com/wsb?source=wsb_podcast:red_flag_green_flagAdobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).

Show Notes
Trump seeks to oust Lisa Cook before Fed's policy meeting next week
U.S. stocks mixed as investors look for direction with Fed decision looming
CPI in charts: Annual core inflation rate holds at 3.1% in August

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67737606Fri, 12 Sep 2025 18:19:33 +0000Seeking AlphaOracle jumps to a new high on earnings, up 85% YTD (0:30). https://seekingalpha.com/article/4822382-adobe-inc-2025-q3-results-earnings-call-presentation?source=wsb_podcast:red_flag_green_flag down - is monetization keeping pace? (1:35)...Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).

Show Notes
Trump seeks to oust Lisa Cook before Fed's policy meeting next week
U.S. stocks mixed as investors look for direction with Fed decision looming
CPI in charts: Annual core inflation rate holds at 3.1% in August

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1151adobe,ai,broadcom,earnings,economy,fed,inflation,investing,lululemon,microsoft,nvidia,oracle,powell,rates,stagflation,stocks,tech,trading,trumpfalsefullMicrosoft, OpenAI chart new pathhttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_opeai_chart_new_pathredefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investment News Quiz - Friday, Sept. 12
Biggest stock movers Friday: ADBE, SMCI, and more
United CEO sees Spirit Airlines going out of business - report
Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter
Nvidia's supplier SK hynix ready with next-gen memory chip for AI

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67732940Fri, 12 Sep 2025 10:39:22 +0000Seeking AlphaMicrosoft, OpenAI (MSFT) https://seekingalpha.com/news/4494272-microsoft-openai-reach-non-binding-deal-to-allow-openai-to-restructure?source=wsb_podcast:microsoft_opeai_chart_new_path in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD)...redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investment News Quiz - Friday, Sept. 12
Biggest stock movers Friday: ADBE, SMCI, and more
United CEO sees Spirit Airlines going out of business - report
Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter
Nvidia's supplier SK hynix ready with next-gen memory chip for AI

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>391apple,hypertenson,microsoft,openai,paramount,skydance,stocks,wallstreet,warnerbrosdiscovery,watchfalsefullCPI clears way for Fed rate cuthttps://seekingalpha.com/wsb?source=wsb_podcast:cpi_clears_way_for_fed_rate_cutsticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)

Show Notes
What did an AI-simulated Fed meeting reveal?
Apple downgraded on AI doubts

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67723009Thu, 11 Sep 2025 16:46:33 +0000Seeking AlphaCore CPI https://seekingalpha.com/news/4494059-consumer-inflation-speeds-up-mm-in-august-core-cpi-holds-steady?source=wsb_podcast:cpi_clears_way_for_fed_rate_cut, but arrives as expected. (0:15) Jobless claims hit...sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)

Show Notes
What did an AI-simulated Fed meeting reveal?
Apple downgraded on AI doubts

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>322ai,ant,apple,claims,cpi,economy,fed,fomc,humanoid,inflation,jobs,kroger,labor,oxford,prices,rates,robot,stockmarket,stocks,wallstreetfalsefullFutures edge higher ahead of CPI reporthttps://seekingalpha.com/wsb?source=wsb_podcast:futures_edge_higher_ahead_of_cpi_reportinvestors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OPEN, RNA, and more
Carrier warns of 40% residential HVAC drop, highlights data center growth
Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market
Opendoor names new CEO, co-founders rejoin board

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67717853Thu, 11 Sep 2025 10:31:02 +0000Seeking AlphaStock index futures (SPX) tick up as https://seekingalpha.com/news/4493960-sp500-nasdaq-dow-jones-outlook-stock-market-cpi?source=wsb_podcast:futures_edge_higher_ahead_of_cpi_report for retail inflation report. (00:26) Gun stocks...investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OPEN, RNA, and more
Carrier warns of 40% residential HVAC drop, highlights data center growth
Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market
Opendoor names new CEO, co-founders rejoin board

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>331antgroup,futures,guns,smithwesson,stocks,sturmruger,wallstreetfalsefullKlarna pops on NYSE debuthttps://seekingalpha.com/wsb?source=wsb_podcast:klarna_pops_on_nyse_debutraised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)

Show Notes
Chewy tumbles on profit drop
Wells Fargo sees S&P 7,200

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67706771Wed, 10 Sep 2025 18:49:34 +0000Seeking AlphaBuy-now-pay-later company Klarna https://seekingalpha.com/news/4493799-klarna-stock-opens-30-above-ipo-price-in-strong-nyse-debut?source=wsb_podcast:klarna_pops_on_nyse_debut. (0:15) Wholesale inflation...raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)

Show Notes
Chewy tumbles on profit drop
Wells Fargo sees S&P 7,200

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332cash,chewy,earnings,economy,finance,gamestop,inflation,ipo,klarna,ppi,prices,s&p,stockmarket,stocks,synopsys,tradedesk,wallstreetfalsefullOracle surges as future contracts pile uphttps://seekingalpha.com/wsb?source=wsb_podcast:oracle_surges_as_future_contracts_pile_upsurge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ORCL, SNPS, and more
Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook
Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong
Trump administration moves to regulate pharmaceutical ads on TV and social media

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67700214Wed, 10 Sep 2025 10:50:54 +0000Seeking AlphaOracle (ORCL) jumps as https://seekingalpha.com/news/4493403-oracle-jumps-as-surge-in-remaining-performance-obligations-overshadows-q1-miss?source=wsb_podcast:oracle_surges_as_future_contracts_pile_up in remaining performance obligations overshadows...surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ORCL, SNPS, and more
Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook
Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong
Trump administration moves to regulate pharmaceutical ads on TV and social media

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332klarna,lisacook,oracle,stocks,wallstreetfalsefullJobs see record downward benchmark revisionhttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_see_record_downward_benchmark_revision911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)

Show Notes
Goldman’s top investment opportunities for Q4

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67692692Tue, 09 Sep 2025 17:39:21 +0000Seeking AlphaThe economy created https://seekingalpha.com/news/4493395-us-jobs-gains-weaker-by-911k-in-year-through-march-bls-revision-show?source=wsb_podcast:jobs_see_record_downward_benchmark_revision in the 12 months through March. (0:15) News Corp., Fox fall...911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)

Show Notes
Goldman’s top investment opportunities for Q4

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>244drugs,economy,fox,goldman,jobs,labor,memory,murdoch,newscorp,revision,stockmarket,stocks,succession,unitedhealth,wallstreet,weight-lossfalsefullNebius rockets on $17B Microsoft dealhttps://seekingalpha.com/wsb?source=wsb_podcast:nebius_rockets_on_17b_microsoft_deal$17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, PL, and more
BYD sees car brand wipeout in China as manufacturers go overseas - report
Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox
Intel shuffles execs as it looks to boost growth; former co-CEO to depart

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67688032Tue, 09 Sep 2025 10:43:09 +0000Seeking AlphaNebius (NBIS) rockets after inking https://seekingalpha.com/news/4493205-nebius-rockets-after-inking-17_4b-deal-with-microsoft-for-ai-infrastructure?source=wsb_podcast:nebius_rockets_on_17b_microsoft_deal with Microsoft (MSFT) for AI infrastructure....$17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, PL, and more
BYD sees car brand wipeout in China as manufacturers go overseas - report
Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox
Intel shuffles execs as it looks to boost growth; former co-CEO to depart

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Show Notes
The non-tech sectors talking AI

Episode transcripts seekingalpha.com/wsb

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Show Notes
The non-tech sectors talking AI

Episode transcripts seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
Amazon to end long-running Prime invitee program
ASML is said to become top investor in French AI startup Mistral
Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
Amazon to end long-running Prime invitee program
ASML is said to become top investor in French AI startup Mistral
Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost

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Show Notes
Wedbush’s top AI trades through the end of the year
Earnings Calendar
Dividend Roundup

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Show Notes
Wedbush’s top AI trades through the end of the year
Earnings Calendar
Dividend Roundup

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Take our Investment News Quiz!

Show Notes
Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
Broadcom surges after Q3 results, new customer announcement makes analysts bullish

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Take our Investment News Quiz!

Show Notes
Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
Broadcom surges after Q3 results, new customer announcement makes analysts bullish

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: LULU, AVGO, DOCU, and more
Anthropic expands AI access restrictions to China-controlled firms over security concerns
Trump to impose tariffs on semiconductor imports from companies not moving production to the US
Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demand

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: LULU, AVGO, DOCU, and more
Anthropic expands AI access restrictions to China-controlled firms over security concerns
Trump to impose tariffs on semiconductor imports from companies not moving production to the US
Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demand

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336broadcom,california,edisoninternational,openai,socaledison,stocks,wallstreet,wildfiresfalsefullNvidia stealing a march on quantum computinghttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_stealing_a_march_on_quantum_computinginvesting in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07) 

Show Notes
Salesforce slumps post-earnings
RFK Jr. reportedly replacing more vaccine panel members

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67636028Thu, 04 Sep 2025 17:38:42 +0000Seeking AlphaNvidia’s VC unit is https://seekingalpha.com/news/4492223-quantum-stocks-rise-amid-news-of-nvidia-investment-in-honeywells-quantinuum?source=wsb_podcast:nvidia_stealing_a_march_on_quantum_computing Honeywell's Quantinuum. (0:15) SoFi launching...investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07) 

Show Notes
Salesforce slumps post-earnings
RFK Jr. reportedly replacing more vaccine panel members

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>281ai,c3.ai,cdc,computing,earnings,economy,honeywell,ism,jobs,labor,nvidia,quantinuum,quantum,rfk,salesforce,services,stockmarket,stocks,vaccines,wallstreetfalsefullFootball returns, ad dollars pour inhttps://seekingalpha.com/wsb?source=wsb_podcast:football_returns_ad_dollars_pour_insold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off. (01:51) Gold reaches another record high. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CRM, AI, FIG, and more
Tesla robotaxi app now open to public riders
Salesforce slides despite solid Q2 results as Q3 outlook appears mixed
Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CRM, AI, FIG, and more
Tesla robotaxi app now open to public riders
Salesforce slides despite solid Q2 results as Q3 outlook appears mixed
Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>397americaneagle,comcast,football,gold,nbcuniversal,nfl,stocks,wallstreetfalsefullStark warning on holiday spendinghttps://seekingalpha.com/wsb?source=wsb_podcast:stark_warning_on_holiday_spendingbiggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)

Show Notes
Chick-Fil-A goes global

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67621099Wed, 03 Sep 2025 17:35:45 +0000Seeking AlphaHoliday spending seen posting https://seekingalpha.com/news/4491527-us-holiday-spending-likely-to-see-sharpest-decline-since-pandemic---pwc?source=wsb_podcast:stark_warning_on_holiday_spending. (0:15) Macy’s...biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)

Show Notes
Chick-Fil-A goes global

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more
U.S. holiday spending likely to see sharpest decline since pandemic - PwC
NuScale surges on partnership with TVA for 6 GW of small modular reactors
Blackstone buys $819 million worth trophy office in central Paris

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more
U.S. holiday spending likely to see sharpest decline since pandemic - PwC
NuScale surges on partnership with TVA for 6 GW of small modular reactors
Blackstone buys $819 million worth trophy office in central Paris

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>322apple,disney,google,salesforce,stocks,wallstreetfalsefullActivists target Pepsihttps://seekingalpha.com/wsb?source=wsb_podcast:activists_target_pepsitakes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)

Show Notes
The most overbought global stock markets  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67597107Tue, 02 Sep 2025 15:49:56 +0000Seeking AlphaElliott Investment https://seekingalpha.com/news/4491024-elliott-management-takes-4b-stake-in-pepsico-in-push-for-changes---report?source=wsb_podcast:activists_target_pepsi in PepsiCo (0:15) Kraft Heinz...takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)

Show Notes
The most overbought global stock markets  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>256activist,alcohol,bonds,ceo,constellation,drinks,earnings,economy,elliott,gilts,hedgefund,heinz,kraft,nestle,pepsico,rates,snacks,stocks,uk,yieldsfalsefullWall Street futures slip to start Septemberhttps://seekingalpha.com/wsb?source=wsb_podcast:wall_street_futures_slip_to_start_septemberslides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: FTNT, ULCC, and more
Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms
Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin
Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: FTNT, ULCC, and more
Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms
Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin
Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369chatbots,futures,metaplatforms,stocks,tesla,wallstreetfalsefullCrucial jobs report highlights short weekhttps://seekingalpha.com/wsb?source=wsb_podcast:crucial_jobs_report_highlights_short_weekhealth of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)

Show Notes 
Earnings Calendar

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67572908Sun, 31 Aug 2025 17:06:43 +0000Seeking AlphaThe unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the...health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)

Show Notes 
Earnings Calendar

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333ai,broadcom,cdc,cvs,data,dividends,earnings,economy,fed,inflation,jobs,payrolls,rates,stockmarket,stocks,tariffs,trump,unemployment,vaccine,wallstreetfalsefullWall Street Roundup: valuation concerns and uncharted watershttps://seekingalpha.com/wsb?source=wsb_podcast:valuation_concerns
Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>659crowdstrike,earnings,economy,employment,fed,investing,jobs,mongodb,news,nvidia,tech,trumpfalsefullCaterpillar expects bigger tariff hithttps://seekingalpha.com/wsb?source=wsb_podcast:caterpillar_expects_bigger_tariff_hitimpact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (2:02)    

Show Notes
Alibaba misses earnings expectations
UnitedHealth under pressure over loans  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67552271Fri, 29 Aug 2025 11:31:12 +0000Seeking AlphaCaterpillar raised the expected annual and quarterly https://seekingalpha.com/news/4490247-caterpillar-raises-expected-impact-of-tariffs-says-full-year-costs-could-hit-18b?source=wsb_podcast:caterpillar_expects_bigger_tariff_hit. (0:15) Marvell...impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (2:02)    

Show Notes
Alibaba misses earnings expectations
UnitedHealth under pressure over loans  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>256ai,alibaba,amazon,caterpillar,cdc,chips,earnings,head,health,impact,interim,marvell,o'neill,peacock,rjk,stocks,tariffs,tech,unitedhealth,vcfalsefull'Economy slowing, but still clearly growing'https://seekingalpha.com/wsb?source=wsb_podcast:economy_slowing_growinggrowth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40)

Show Notes
Lumber on the brink of bear market territory as tariff-driven rally fizzles outTeva gets FDA nod for generic version of Novo's weight loss drug
Pending home sales dip 0.4% in July, weaker than expected

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Lumber on the brink of bear market territory as tariff-driven rally fizzles outTeva gets FDA nod for generic version of Novo's weight loss drug
Pending home sales dip 0.4% in July, weaker than expected

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>319business,earnings,economy,finance,housing,inflation,investing,stocks,tradingfalsefullNvidia's big China questionhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidias_big_china_questionforecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales continue to slide. (3:25)    

Show Notes
Snowflake rallies as AI boosts revenue
YouTube, Fox avert blackout for now  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67541307Thu, 28 Aug 2025 11:24:29 +0000Seeking AlphaNvidia tops expectations, but https://seekingalpha.com/article/4817275-nvidia-zero-china-quarter-with-this-baseline-what-happens-when-china-returns?source=wsb_podcast:nvidias_big_china_question. (0:15) White House says it has fired newly-appointed...forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales continue to slide. (3:25)    

Show Notes
Snowflake rallies as AI boosts revenue
YouTube, Fox avert blackout for now  

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333ai,blackout,cdc,china,chips,crowdstrike,earnings,europe,fired,fox,monarez,nvidia,sales,snowflake,stockmarket,stocks,tesla,trump,vaccines,youtubefalsefullFutures flat as traders await Nvidia earningshttps://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:futures_flat
Show links: 
'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10
Trump admin outlines rare earth plan to break China's dominance
Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job

Episode transcripts: seekingalpha.com/wsb

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Show links: 
'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10
Trump admin outlines rare earth plan to break China's dominance
Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job

Episode transcripts: seekingalpha.com/wsb

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Show links: 
The firing of Lisa Cook might be a warning for Powell
IBM and AMD join hands to build future computing
Gilead granted EU nod for twice-yearly HIV PrEP therapy
AT&T strikes $23B deal to buy spectrum licenses from EchoStar

Episode transcripts: seekingalpha.com/wsb

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Show links: 
The firing of Lisa Cook might be a warning for Powell
IBM and AMD join hands to build future computing
Gilead granted EU nod for twice-yearly HIV PrEP therapy
AT&T strikes $23B deal to buy spectrum licenses from EchoStar

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth
Home sales falling through at highest rate in years
Abercrombie & Fitch announces fashion partnership with NFL

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth
Home sales falling through at highest rate in years
Abercrombie & Fitch announces fashion partnership with NFL

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Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67495444Sun, 24 Aug 2025 14:10:25 +0000Seeking AlphaThe https://seekingalpha.com/article/4815976-nvidia-poised-to-break-200-after-q2-earnings?source=wsb_podcast:its_nvidia_earnings_time could signal if...chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>307ai,chips,dividends,earnings,economy,europe,fed,inflation,jacksonhole,jobs,labor,nvidia,packages,powell,rates,shipping,spotify,stockmarket,stocks,wallstreetfalsefullWall Street Roundup: Markets celebrate Powell's Jackson Hole commentshttps://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:markets_celebrate_powell
Episode transcripts: seekingalpha.com/wsb

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Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks
Chip stocks gain after Fed Chair Powell's speech at Jackson Hole
Cleveland Fed Pres. Hammack: Inflation is too high and trending higher

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Episode transcripts: seekingalpha.com/wsb

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Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks
Chip stocks gain after Fed Chair Powell's speech at Jackson Hole
Cleveland Fed Pres. Hammack: Inflation is too high and trending higher

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: ZM, NIO, and more
Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid
Nvidia to halt work on China-focused H20 AI chip - report
Tesla's fastest Cybertruck variant now costs $15,000 higher in the U.S.

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: ZM, NIO, and more
Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid
Nvidia to halt work on China-focused H20 AI chip - report
Tesla's fastest Cybertruck variant now costs $15,000 higher in the U.S.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336crackerbarrel,google,jacksonhole,meta,powell,stocks,wallstreetfalsefullMicrosoft clamps down on Chinahttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_clamps_down_on_chinaChinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: COTY, NDSN, and more
Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS
Palantir shorts reap billions amid selloff - report
10 standout tech stocks to watch as the Nasdaq slides

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: COTY, NDSN, and more
Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS
Palantir shorts reap billions amid selloff - report
10 standout tech stocks to watch as the Nasdaq slides

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: FUTU, ALC, and more
U.S. expands 50% steel, aluminum tariffs to 407 products, including auto parts
Individual investors likely to slow stock buys in September – Citadel’s Scott Rubner
How does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo?

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: FUTU, ALC, and more
U.S. expands 50% steel, aluminum tariffs to 407 products, including auto parts
Individual investors likely to slow stock buys in September – Citadel’s Scott Rubner
How does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341canva,manus,openai,radioactive,shrimp,stocks,wallstreet,walmartfalsefullReturn of the SPAC Kinghttps://seekingalpha.com/wsb?source=wsb_podcast:return_of_the_spac_kingannounces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data. (2:43)

Show Notes
The Not-So-Nifty 50 revival stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67439073Tue, 19 Aug 2025 15:09:53 +0000Seeking AlphaChamath Palihapitiya https://seekingalpha.com/news/4486856-spac-king-chamath-palihapitiya-makes-a-comeback-with-a-new-blank-check-deal?source=wsb_podcast:return_of_the_spac_king American Exceptionalism Acquisition Corp. (0:15) Home Depot says...announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data. (2:43)

Show Notes
The Not-So-Nifty 50 revival stocks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>31650,chamath,credit,data,databricks,earnings,ev,fabrinet,fed,homedepot,independence,ipo,nifty,rating,s&p,spac,stocks,viking,weigh-loss,xpengfalsefullSoftBank pours $2B into Intelhttps://seekingalpha.com/wsb?source=wsb_podcast:softbank_pours_2b_into_intel$2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: PANW, BLNK, and more
Zelenskyy courts Trump with $90B defense package for U.S. protection
Nvidia said to develop new AI chip for China that beats the H20
Arm Holdings said to poach Amazon AI chip exec

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PANW, BLNK, and more
Zelenskyy courts Trump with $90B defense package for U.S. protection
Nvidia said to develop new AI chip for China that beats the H20
Arm Holdings said to poach Amazon AI chip exec

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>359crocs,intel,nfl,sinclair,softbank,stocks,tegna,wallstreetfalsefullDan Ives shakes up his AI 30https://seekingalpha.com/wsb?source=wsb_podcast:dan_ives_shakes_up_his_AI_30for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for $9 a share. (2:16)

Show Notes
Stocks retail investors love the most  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67416006Mon, 18 Aug 2025 14:56:07 +0000Seeking AlphaWedbush tech analyst Ives swaps in four new names https://seekingalpha.com/news/4486371-crowdstrike-added-adobe-removed-from-ives-ai-30-list-wedbush?source=wsb_podcast:dan_ives_shakes_up_his_AI_30. (0:15) Dayforce surges on...for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for $9 a share. (2:16)

Show Notes
Stocks retail investors love the most  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>234ai,dayforce,etf,ev,gevernova,google,investing,ives,m&a,nebius,nio,retail,roblox,salesforce,sohohouse,stockmarket,stocks,takeover,terawulf,wedbushfalsefullPenny stock selloffs spark scam fears - reporthttps://seekingalpha.com/wsb?source=wsb_podcast:penny_stock_selloffs_spark_scam_fears_reportpump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVO, DAY, and more
Stocks retail investors like the least
Stocks retail investors love the most
Tesla almost halves monthly leasing payments in UK as sales drop - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVO, DAY, and more
Stocks retail investors like the least
Stocks retail investors love the most
Tesla almost halves monthly leasing payments in UK as sales drop - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>354aircanada,australia,google,pennystocks,stocks,wallstreetfalsefullWhat will Powell say at Jackson Hole?https://seekingalpha.com/wsb?source=wsb_podcast:what_will_powell_say_at_jackson_holebut will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67403810Sun, 17 Aug 2025 17:42:20 +0000Seeking AlphaMarkets expect the Fed chief to signal a rate cut, https://seekingalpha.com/article/4814025-its-do-or-die-for-powell-the-jackson-hole-speech-preview?source=wsb_podcast:what_will_powell_say_at_jackson_hole? (0:17) Walmart earnings:...but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369dividends,earnings,economy,europe,fed,fomc,inflation,jacksonhole,jobs,labor,powell,rates,stockmarket,stocks,trump,ukraine,wallstreet,walmartfalsefullUnitedHealth jumps as funds boost stakeshttps://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_jumps_as_funds_boost_stakesnew stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays
Cathie Wood bets big on Bullish IPO, buys over 2.5M shares
Oracle to offer Google’s Gemini AI models to its customers

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays
Cathie Wood bets big on Bullish IPO, buys over 2.5M shares
Oracle to offer Google’s Gemini AI models to its customers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>339airbnb,berkshirehathaway,intel,stocks,unitedhealth,wallstreetfalsefullWholesale inflation soarshttps://seekingalpha.com/wsb?source=wsb_podcast:wholesale_inflation_soarsbiggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)

Show Notes
Ethereum to $15,000 by year end?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67369117Thu, 14 Aug 2025 16:37:23 +0000Seeking AlphaThe July Producer Price Index saw the https://seekingalpha.com/news/4485311-producer-prices-pop-in-july-easily-topping-expectations?source=wsb_podcast:wholesale_inflation_soars in three years. (0:15) Tapestry faces...biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)

Show Notes
Ethereum to $15,000 by year end?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>430$15000,ai,behavior,bots,deere,earnings,economy,ethereum,foxconn,inflation,meta,ppi,prices,services,stockmarket,stocks,tapestry,tariffs,wallstreetfalsefullBullish soars 84% on debuthttps://seekingalpha.com/wsb?source=wsb_podcast:bullish_soars_84_on_debutsurges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: COHR, RRGB, and more
Foxconn sees AI server demand growing after Q2 profit soars
Two Pentagon projects set to be axed, risking costly do-over - report
Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67366075Thu, 14 Aug 2025 10:49:09 +0000Seeking AlphaBullish (BLSH) stock https://seekingalpha.com/news/4484893-bullish-stock-surges-84-in-first-trading-day?source=wsb_podcast:bullish_soars_84_on_debut in first trading day. (00:22) DeepSeek...surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: COHR, RRGB, and more
Foxconn sees AI server demand growing after Q2 profit soars
Two Pentagon projects set to be axed, risking costly do-over - report
Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>365amazon,bullish,crypto,deepseek,huawei,stocks,wallstreetfalsefullCAVA slides on sales misshttps://seekingalpha.com/wsb?source=wsb_podcast:cava_slides_on_sales_missdisappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWV, INTA, and more
Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’
Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report
AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67354956Wed, 13 Aug 2025 10:50:55 +0000Seeking AlphaCAVA slides after comparable sales https://seekingalpha.com/news/4484104-cava-group-slides-after-comparable-sales-growth-disappoints-guidance-reeled-in?source=wsb_podcast:cava_slides_on_sales_miss. (00:27) Brazil to provide $5.6 billion...disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWV, INTA, and more
Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’
Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report
AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>396brazil,cava,mergelabs,neuralink,stocks,tariffs,wallstreetfalsefullCPI arrives in line as core inflation trends uphttps://seekingalpha.com/wsb?source=wsb_podcast:cpi_arrives_in_line_as_core_inflation_trends_upheld few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)

Show Notes
Citi boosts its S&P target  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67344133Tue, 12 Aug 2025 14:04:18 +0000Seeking AlphaThe consumer price index https://seekingalpha.com/news/4483847-core-cpi-accelerates-to-31-yy-in-july?source=wsb_podcast:cpi_arrives_in_line_as_core_inflation_trends_up, boosting stocks. (0:15) Sea Limited rallies on...held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)

Show Notes
Citi boosts its S&P target  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341ai,ceo,cpi,economy,fed,inflation,intel,mattel,ponyai,prices,rates,robotaxi,sea,stockmarket,stocks,tariffs,trump,wallstreetfalsefullTrump picks EJ Antoni for BLS top jobhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_picks_ej_antoni_for_bls_top_jobEJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: Pot stocks, BBAI, and more
China urges firms not to use Nvidia's H20 chips, Bloomberg reports
Trump signals openness to Nvidia selling scaled-back Blackwell to China
Archer Aviation Q2 loss widens

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Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: Pot stocks, BBAI, and more
China urges firms not to use Nvidia's H20 chips, Bloomberg reports
Trump signals openness to Nvidia selling scaled-back Blackwell to China
Archer Aviation Q2 loss widens

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384apple,bls,ejantoni,gm,grok,musk,openai,stocks,wallstreetfalsefullAudiences return to theatershttps://seekingalpha.com/wsb?source=wsb_podcast:audiences_return_to_theaterstheater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)

Show Notes
The best sectors for tactical investors  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67332875Mon, 11 Aug 2025 16:10:13 +0000Seeking AlphaAMC shares are rallying post-earnings as https://seekingalpha.com/news/4483158-amc-entertainment-stock-pops-as-us-box-office-recovery-helps-with-q2-revenue-beat?source=wsb_podcast:audiences_return_to_theaters in Q2. (0:15) Cannabis stocks...theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)

Show Notes
The best sectors for tactical investors  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>295amc,autos,boxoffice,cannabis,earnings,marijuana,monday.com,motorparts,movies,reclassify,sectors,s&p,stockmarket,stocks,theaters,tobacco,trump,usps,vape,wallstreetfalsefullU.S. companies absorb tariff hithttps://seekingalpha.com/wsb?source=wsb_podcast:us_companies_absorb_tariff_hitabsorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Crypto stocks, AI, and more
Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes
Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ
Palantir’s record run tests investor faith as valuation soars to S&P 500 peak

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Crypto stocks, AI, and more
Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes
Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ
Palantir’s record run tests investor faith as valuation soars to S&P 500 peak

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>321amd,c3.ai,nvidia,stocks,tariffs,wallstreetfalsefullInflation expected to tick uphttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_expected_to_tick_upreporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)

Show Notes 
Earnings Calendar
Dividend Roundup


Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67319931Sun, 10 Aug 2025 13:10:17 +0000Seeking AlphaThe July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those...reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)

Show Notes 
Earnings Calendar
Dividend Roundup


Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>303amc,bls,china,chips,cisco,cpi,dividends,earnings,economy,fda,inflation,nvidia,retail,sales,stockmarket,stocks,vaccines,wallstreetfalsefullTrump nominates adviser Miran to Fedhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_nominates_adviser_miran_to_fedanother dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)    

Show Notes 
The Trade Desk shares get hammered
Intel CEO reaffirms commitment to the company

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67299837Fri, 08 Aug 2025 10:48:15 +0000Seeking AlphaSteve Miran, head of the Council of Economic Advisers, is expected to be https://seekingalpha.com/news/4481727-trump-set-to-nominate-adviser-miran-for-4-month-fed-governor-term---report?source=wsb_podcast:trump_nominates_adviser_miran_to_fed. (0:15)...another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)    

Show Notes 
The Trade Desk shares get hammered
Intel CEO reaffirms commitment to the company

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384ai,ceo,dove,earnings,economy,fed,fomc,gpt-5,intel,microsoft,miran,openai,rail,rates,stockmarket,stocks,tradedesk,trucking,trump,unionpacificfalsefullEli Lilly shares hammeredhttps://seekingalpha.com/wsb?source=wsb_podcast:eli_lilly_shares_hammeredoral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)

Show Notes
Warner Bros. Discovery mixed results  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67285526Thu, 07 Aug 2025 15:22:00 +0000Seeking AlphaData for a trial of its https://seekingalpha.com/news/4481162-eli-lilly-stock-drops-despite-q2-beat?source=wsb_podcast:eli_lilly_shares_hammered was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity...oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)

Show Notes
Warner Bros. Discovery mixed results  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>350amazon,ceo,discovery,drugs,earnings,economy,fired,fortinet,intel,jobs,labor,lilly,novo,productivity,robotaxi,stocks,trump,warner,weight-loss,zooxfalsefullTariff win sends TSMC higherhttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_win_sends_tsmc_higherrecord levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ABNB, DKNG, and more
The Week After: How has MSFT performed since FQ4 earnings?
AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps
IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ABNB, DKNG, and more
The Week After: How has MSFT performed since FQ4 earnings?
AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps
IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>321samsung,stocks,taiwansemi,tsmc,unitedairlines,wallstreetfalsefullGolden Arches comebackhttps://seekingalpha.com/wsb?source=wsb_podcast:golden_arches_comebackMinecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67273582Wed, 06 Aug 2025 16:02:28 +0000Seeking AlphaThe https://seekingalpha.com/news/4479575-restaurant-check-mcdonalds-rallies-after-returning-to-positive-comparable-sales-growth-across-all-regions?source=wsb_podcast:golden_arches_comeback helped sales at McDonald’s rebound. (0:10) Super Micro shares...Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>319alpha,disney,earnings,economy,lawsuit,mcdonald's,robotaxi,stockmarket,stocks,supermicro,tesla,uber,wallstreetfalsefullNovo Nordisk trims outlook on rising rivalryhttps://seekingalpha.com/wsb?source=wsb_podcast:novo_nordisk_trims_outlook_on_rising_rivalrycost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
Super Micro sinks as Q4 results, Q1 outlook falls short
Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification
AMD dips after earnings; revenue beats expectations, but data center growth slows

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
Super Micro sinks as Q4 results, Q1 outlook falls short
Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification
AMD dips after earnings; revenue beats expectations, but data center growth slows

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>399disney,novonordisk,openai,stocks,wallstreetfalsefullTrump eyes pharma tariffs at 250%https://seekingalpha.com/wsb?source=wsb_podcast:trump_eyes_pharma_tariffs_at_250pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)

Show Notes
Don’t jump out of the saddle when stocks slide

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67261821Tue, 05 Aug 2025 19:51:25 +0000Seeking AlphaThe president said https://seekingalpha.com/news/4478502-trump-ups-pharma-tariff-threat-250-percent?source=wsb_podcast:trump_eyes_pharma_tariffs_at_250 will rise to 250% eventually. (0:15) Trade deficit narrows to...pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)

Show Notes
Don’t jump out of the saddle when stocks slide

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>319250%,axon,drugs,earnings,economy,gartner,india,pfizer,phamaceuticals,pharma,rupee,s&p,stockmarket,stocks,tariffs,taser,trade,trump,wallstreetfalsefullAI powers Palantir’s 48% revenue jumphttps://seekingalpha.com/wsb?source=wsb_podcast:ai_powers_palantirs_48_revenue_jumprevenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, HIMS, and more
Taiwan Semi starts legal actions against potential trade secret violators - report
Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita
Vertex Pharmaceuticals stock falls as pain drug fails in phase 2

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, HIMS, and more
Taiwan Semi starts legal actions against potential trade secret violators - report
Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita
Vertex Pharmaceuticals stock falls as pain drug fails in phase 2

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>351figma,palantir,stocks,thecaliforniapost,wallstreetfalsefullTesla awards Elon 96 million shareshttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_awards_elon_96_million_sharesuntil 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)

Show Notes
Tyson Foods rallies after higher beef prices power a beat-and-raise quarter

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67247194Mon, 04 Aug 2025 16:36:56 +0000Seeking AlphaThe interim award is aimed at keeping Elon Musk in the CEO slot https://seekingalpha.com/news/4477142-tesla-approves-a-restricted-stock-award-to-elon-musk-of-96-million-shares?source=wsb_podcast:tesla_awards_elon_96_million_shares. (0:15) Watch out,...until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)

Show Notes
Tyson Foods rallies after higher beef prices power a beat-and-raise quarter

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>275award,earnings,economy,elon,evs,futures,idexx,musk,nodules,oj,shares,s&p,stockmarket,stocks,tesla,tmc,tyson,wallstreetfalsefullBoeing defense workers walk off the jobhttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_defense_workers_walk_off_the_jobstrike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BLDE, COMM, and more
Amphenol set to acquire CommScope unit in $10.5B deal - report
Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS
SA Graphics: Here are the biggest S&P 500 winners and losers in July

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67243968Mon, 04 Aug 2025 11:03:12 +0000Seeking AlphaBoeing's (BA) defense workers https://seekingalpha.com/news/4476930-boeings-defense-workers-are-set-to-strike-for-first-time-since-1996?source=wsb_podcast:boeing_defense_workers_walk_off_the_job for first time since 1996. (00:20) Brazil set to export...strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BLDE, COMM, and more
Amphenol set to acquire CommScope unit in $10.5B deal - report
Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS
SA Graphics: Here are the biggest S&P 500 winners and losers in July

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327boeing,brazil,china,coffee,fantasticfour,stocks,strike,wallstreetfalsefullWall Street's big data headachehttps://seekingalpha.com/wsb?source=wsb_podcast:wall_streets_big_data_headache
Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67238325Sun, 03 Aug 2025 18:18:13 +0000Seeking AlphaWith BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49) Show Notes ...
Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>335berkshire-hathaway,blade,bls,buffett,cpi,data,deal,dividends,earnings,economy,fired,inflation,jobs,joby,mcdonald's,palantir,payrolls,stock,stockmarket,trumpfalsefullWall Street Roundup: Tech earnings bring comfort, strange Fed dynamicshttps://seekingalpha.com/wsb?source=wsb_podcast:tech_earnings_comfortearnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes: 
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67210091Fri, 01 Aug 2025 15:50:10 +0000Seeking AlphaMicrosoft and Meta https://seekingalpha.com/news/4475045-meta-signals-66b-72b-2025-capex-outlook-as-superintelligence-and-ai-investments-accelerate?source=wsb_podcast:tech_earnings_comfort bring comfort (0:20). Intel left out in the cold (2:20)....earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes: 
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>950ai,amd,earnings,fed,intel,investing,meta,microsoft,powell,tech,technology,trumpfalsefullTrump signs new tariff orderhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_signs_new_tariff_orderrevised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, FIG, and more
Amazon posts a powerhouse quarter again; shares fall as guidance is weighed
Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'
Trump issues 60-day ultimatum for big pharma to lower drug prices

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67214287Fri, 01 Aug 2025 10:48:45 +0000Seeking AlphaTrump issues https://seekingalpha.com/news/4476221-trump-issues-revised-tariff-orders?source=wsb_podcast:trump_signs_new_tariff_order orders. (00:21) Reddit's (RDDT) results topper,...revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, FIG, and more
Amazon posts a powerhouse quarter again; shares fall as guidance is weighed
Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'
Trump issues 60-day ultimatum for big pharma to lower drug prices

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337palantir,reddit,stocks,tariffs,wallstreetfalsefullMicrosoft joins the $4 trillion clubhttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_joins_the_4_trillion_club$4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)  

Show Notes
Tesla robotaxi chauffeurs?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67203630Thu, 31 Jul 2025 16:19:01 +0000Seeking AlphaMicrosoft joins Nvidia with https://seekingalpha.com/news/4475593-microsoft-reaches-4-trillion-valuation-after-solid-quarterly-results?source=wsb_podcast:microsoft_joins_the_4_trillion_club after...$4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)  

Show Notes
Tesla robotaxi chauffeurs?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>302ai,chauffeur,core,earnings,economy,fed,inflation,meta,microsoft,pce,powell,prices,rates,robotaxi,stockmarket,stocks,tech,tesla,wallstreetfalsefullAll eyes on Amazon and Applehttps://seekingalpha.com/wsbgood headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67199652Thu, 31 Jul 2025 11:03:20 +0000Seeking AlphaApple (AAPL) expected to report 'https://seekingalpha.com/news/4474159-apple-expected-to-report-good-headline-numbers-says-wedbush-commentary-on-iphone-17-to-watch-out-for?source=wsb_podcast:all_eyes_on_amazon_and_apple' says Wedbush. Amazon (AMZN) Q2...good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384amazon,apple,manus,stocks,wallstreetfalsefullFed holds, markets cut odds of future cutshttps://seekingalpha.com/wsb?source=wsb_podcast:fed_holds_markets_cut_odds_of_future_cutsrates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)

Show Notes
Q2 GDP tops forecasts, but underlying growth a worry  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67193183Wed, 30 Jul 2025 20:38:12 +0000Seeking AlphaThe FOMC keeps https://seekingalpha.com/news/4474633-federal-reserve-holds-rates-again-but-two-voters-dissent?source=wsb_podcast:fed_holds_markets_cut_odds_of_future_cuts, but with two dissenting votes. (0:16) Odds of a rate cut in September...rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)

Show Notes
Q2 GDP tops forecasts, but underlying growth a worry  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>232dissent,economy,fed,fomc,gdp,inflation,jobs,labor,powell,q2,rates,stockmarekt,stocks,wallstreet,yieldsfalsefullStarbucks perks up after turnaround updatehttps://seekingalpha.com/wsb?source=wsb_podcast:starbucks_perks_up_after_turnaround_updateacceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SOFI, LC, and more
SoFi Technologies stock stumbles after pricing $1.5B share offering
Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance
Meta faces Italian regulator's probe over AI service in WhatsApp

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SOFI, LC, and more
SoFi Technologies stock stumbles after pricing $1.5B share offering
Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance
Meta faces Italian regulator's probe over AI service in WhatsApp

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>376earthquake,microstrategy,starbucks,stocks,strategy,tsunami,wallstreetfalsefullUnitedHealth warns on rising medical costshttps://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_warns_on_rising_medical_costsfresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07)

Show Notes
UPS fails to provide outlook amid macro uncertainty  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67175372Tue, 29 Jul 2025 15:08:42 +0000Seeking AlphaUnitedHealth’s https://seekingalpha.com/news/4473129-unitedhealth-stock-falls-outlook-disappoints?source=wsb_podcast:unitedhealth_warns_on_rising_medical_costs comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on...fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07)

Show Notes
UPS fails to provide outlook amid macro uncertainty  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369apple,consumer,drugs,earnings,healthcare,insurance,merck,norfolksouther,novonordisk,obsesity,paypal,p&g,railroad,samsung,smartphones,transcontinental,unionpacific,unitedhealth,ups,weightfalsefullChart Industries soars on takeover talkhttps://seekingalpha.com/wsb?source=wsb_podcast:chart_industries_soars_on_takeover_talk$13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TLRY, PHG, and more
U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips
Medicare Part D premiums will sharply rise in 2026 - report
Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TLRY, PHG, and more
U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips
Medicare Part D premiums will sharply rise in 2026 - report
Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>288bakerhughes,cadence,chartindustries,stocks,wallstreet,warnerbrosfalsefullFirefly Aerospace aims to raise $600M via IPOhttps://seekingalpha.com/wsb?source=wsb_podcast:firefly_aerospace_ipoFirefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).

Show Notes:
AI may hold the key to the U.S. debt problem Apollo economist says
Luckin Coffee's early test of U.S. expansion goes smoothly
LNG producers surge after Europe pledges $750B purchases in U.S. trade deal

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67155136Mon, 28 Jul 2025 17:33:51 +0000Seeking AlphaSpace startup https://seekingalpha.com/news/4472665-firefly-aerospace-to-offer-162m-shares-in-ipo-at-35-39share?source=wsb_podcast:firefly_aerospace_ipo looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore...Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).

Show Notes:
AI may hold the key to the U.S. debt problem Apollo economist says
Luckin Coffee's early test of U.S. expansion goes smoothly
LNG producers surge after Europe pledges $750B purchases in U.S. trade deal

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333aerospace,business,cisco,dow,firefly,investing,ipo,lng,luckin,nasdaq,news,nike,s&p,stocksfalsefullChina's Zhipu ramps up AI battlehttps://seekingalpha.com/wsb?source=wsb_podcast:chinas_zhipu_ramps_up_ai_battleopen-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)  

Show Notes
Trump says a trade deal with China is close
Huawei unveils potential Nvidia rival
Investors shift to value amid meme froth

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67151130Mon, 28 Jul 2025 11:11:25 +0000Seeking AlphaRising OpenAI rival Zhipu releases its biggest https://seekingalpha.com/news/4472588-chinese-openai-challenger-zhipu-is-said-to-unveil-new-open-source-model?source=wsb_podcast:chinas_zhipu_ramps_up_ai_battle to date. (0:16) Tesla confirms Samsung...open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)  

Show Notes
Trump says a trade deal with China is close
Huawei unveils potential Nvidia rival
Investors shift to value amid meme froth

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>235ai,baidu,earnings,economy,openai,samsung,stockmarket,stocks,tesla,trade,trump,wallstreet,zhipufalsefullFour Mag 7 stocks and the Fed on taphttps://seekingalpha.com/wsb?source=wsb_podcast:four_mag_7_stocks_and_the_fed_on_tapkeep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67145206Sun, 27 Jul 2025 19:06:06 +0000Seeking AlphaThe Fed is expected to https://seekingalpha.com/article/4804575-fed-rate-decision-in-focus-with-microsoft-apple-set-to-report-earnings?source=wsb_podcast:four_mag_7_stocks_and_the_fed_on_tap, but Powell will get questions on Fed independence. (0:18)...keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347bill,deal,dividends,earnings,economy,eu,fed,fomc,inflation,powell,rates,sarepta,stockmarket,stocks,tariffs,taxes,trump,wallstreetfalsefullWall Street Roundup: Tesla skepticism, Google stands out, DORK shortshttps://seekingalpha.com/wsb?source=wsb_podcast:dork_shortsmeme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67111791Fri, 25 Jul 2025 15:50:07 +0000Seeking AlphaTesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the...meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1207amazon,apple,chipotle,earnings,economy,fed,google,investing,meta,microsoft,powell,stocks,tech,tesla,trading,trumpfalsefullNew Paramount must ditch bias, says FCC in merger OKhttps://seekingalpha.com/wsb?source=wsb_podcast:new_paramount_must_ditch_bias_says_fcc_in_merger_okSkydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: INTC, PARA, and more
Google said to have bagged $1.2B cloud contract from ServiceNow
What analysts are saying about Tesla
Dow shares tumble as company swings to loss, slashes dividend amid global weakness

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Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: INTC, PARA, and more
Google said to have bagged $1.2B cloud contract from ServiceNow
What analysts are saying about Tesla
Dow shares tumble as company swings to loss, slashes dividend amid global weakness

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>328chips,intel,nvidia,paramount,skydance,stocks,wallstreetfalsefullThe job market that won't quithttps://seekingalpha.com/wsb?source=wsb_podcast:the_job_market_that_wont_quitlowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)

Show Notes
Would replacing Powell at Fed really save on debt?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67102725Thu, 24 Jul 2025 17:14:45 +0000Seeking AlphaClaims for jobless benefits hit https://seekingalpha.com/news/4471396-initial-jobless-claims-fall-more-than-expected-in-past-week?source=wsb_podcast:the_job_market_that_wont_quit since April. (0:15) American Airlines...lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)

Show Notes
Would replacing Powell at Fed really save on debt?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>318ai,airlines,american,chemical,claims,dow,earnings,economy,fed,honewell,jobs,labor,nvidia,powell,rates,stockmarket,stocks,trump,wallstreetfalsefullTesla touts ambitious plans, market shrugshttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_touts_ambitious_plans_market_shrugsautonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans
Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth
IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67098297Thu, 24 Jul 2025 11:02:10 +0000Seeking AlphaTesla (TSLA) targets https://seekingalpha.com/news/4471126-tesla-targets-autonomous-ride-hailing-for-half-of-u-s-by-year-end-while-ramping-optimus-and?source=wsb_podcast:tesla_touts_ambitious_plans_market_shrugs for half of U.S. by year-end while...autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans
Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth
IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>307chipotle,fed,stocks,tesla,wallstreetfalsefullMeme stocks Class of '25https://seekingalpha.com/wsb?source=wsb_podcast:meme_stocks_class_of_25batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)

Show Notes
Who is paying the tariffs so far?    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67089057Wed, 23 Jul 2025 17:48:34 +0000Seeking AlphaA new https://seekingalpha.com/news/4470390-investors-are-bidding-up-a-new-batch-of-meme-stocks?source=wsb_podcast:meme_stocks_class_of_25 are seeing...batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)

Show Notes
Who is paying the tariffs so far?    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>283at&t,earnings,fiserv,importers,kohl's,lambweston,meme,opendoor,paying,retail,semaglutide,stockmarket,stocks,tariffs,wallstreet,wegovy,weight-lossfalsefullDetroit 3 cry foul on Japan tariff dealhttps://seekingalpha.com/wsb?source=wsb_podcast:detroit_3_cry_foul_on_japan_tariff_dealautomakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to possible Musk return to U.S. politics
Palo Alto deal for SentinelOne would be a major strategic shift - analyst

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67085030Wed, 23 Jul 2025 11:06:14 +0000Seeking AlphaDetroit Three https://seekingalpha.com/news/4470357-detroit-three-automakers-criticize-us-japan-trade-deal-over-uneven-tariffs?source=wsb_podcast:detroit_3_cry_foul_on_japan_tariff_deal U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices...automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to possible Musk return to U.S. politics
Palo Alto deal for SentinelOne would be a major strategic shift - analyst

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>392auto,clorox,cocoa,cognizant,detroit,ford,gm,honda,stellantis,stocks,toyota,wallstreetfalsefullThe Marlboro Man returnshttps://seekingalpha.com/wsb?source=wsb_podcast:the_marlboro_man_returnscigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)

Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67077627Tue, 22 Jul 2025 19:41:50 +0000Seeking AlphaPhilip Morris reports surprise https://seekingalpha.com/news/4469747-tobacco-surprise-philip-morris-reports-combustibles-sales-growth-as-marlboro-achieves-its-highest-global-market-share-since-2008?source=wsb_podcast:the_marlboro_man_returns. (0:15)...cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)

Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>400ai,beta,chatgpt,cigarettes,coca-cola,earnings,economy,fed,gm,google,independence,kohl's,marlboro,math,openai,philipmorris,powell,squeeze,stocks,trumpfalsefullBuyout buzz boosts SentinelOnehttps://seekingalpha.com/wsb?source=wsb_podcast:buyout_buzz_boosts_sentinelonespeculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer
Server hack on Microsoft affects 100 organizations - report
U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer
Server hack on Microsoft affects 100 organizations - report
U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>293indonesia,kbr,sentinelone,stocks,tesla,wallstreetfalsefull24 hour trading takes another stephttps://seekingalpha.com/wsb?source=wsb_podcast:24_hour_trading_takes_another_step1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)

Show Notes
Figma looks to raise $330 million in IPO

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67057498Mon, 21 Jul 2025 16:12:48 +0000Seeking AlphaSchwab adds more than https://seekingalpha.com/news/4469224-charles-schwab-expands-securities-list-for-overnight-trading?source=wsb_podcast:24_hour_trading_takes_another_step to overnight trading platform. (0:15) Verizon boosts...1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)

Show Notes
Figma looks to raise $330 million in IPO

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>28724-hours,block,earnings,economy,euro,fda,fed,figma,independence,ipo,overnight,powell,sarepta,s&p,stock,stockmarket,trading,trump,verizonfalsefullMicrosoft sounds alarm on SharePoint attackshttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_sounds_alarm_on_sharepoint_attackscyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report
SA Asks: What's the most attractive robotaxi stock right now?

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report
SA Asks: What's the most attractive robotaxi stock right now?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>335alaskaairlines,londonstockexchange,microsoft,sharepoint,stocks,wallstreetfalsefullEarnings go up a gear with Google, Teslahttps://seekingalpha.com/wsb?source=wsb_podcast:earnings_go_up_a_gear_with_google_tesla
Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67047638Sun, 20 Jul 2025 17:29:35 +0000Seeking AlphaTesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37) Show Notes ...
Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>417alphabet,dividends,dollar,durables,earning,economy,fed,google,income,independence,powell,profit,s&p,stockmarket,stocks,tariffs,tesla,trade,trump,wallstreetfalsefullWall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBYhttps://seekingalpha.com/wsb?source=wsb_podcast:crypto_clarityon track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).

Show links: 
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

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Show links: 
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>644airtaxis,bitcoin,citibank,crypto,cryptocurrency,earnings,financials,investing,jnj,joby,news,stocksfalsefullNetflix beats, raises, still slipshttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_beats_raises_still_slipslifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>316netflix,norfolksouthern,peacock,stocks,unionpacific,wallstreetfalsefullInterest rate debatehttps://seekingalpha.com/wsb?source=wsb_podcast:interest_rate_debateconcerns (7:12). Stocks continuing overall melt up (8:00).

Show links: 
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King

Episode transcripts: seekingalpha.com/wsb

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Show links: 
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>548airlines,economy,fed,inflation,investing,powell,rates,stocks,trumpfalsefullCircle K owner ends 7-Eleven pursuithttps://seekingalpha.com/wsb?source=wsb_podcast:circle_k_owner_ends_7_eleven_pursuit$47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>3337eleven,alimentation,circlek,couchetard,npr,pbs,seven&i,stocks,wallstreet,wixfalsefullGoldman posts historic stock trading revenuehttps://seekingalpha.com/wsb?source=wsb_podcast:goldman_posts_historic_stock_trading_revenuesales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)

Show Notes
‘Red flare’ on housing market

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/67000826Wed, 16 Jul 2025 18:11:54 +0000Seeking AlphaEquities trading https://seekingalpha.com/news/4467799-goldman-sachs-q2-earnings-beat-fueled-by-interest-income-investment-banking-fees-equities-gains?source=wsb_podcast:goldman_posts_historic_stock_trading_revenue drive Goldman Sachs’ strong quarter...sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)

Show Notes
‘Red flare’ on housing market

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>414ai,bofa,earnings,economy,equity,fed,fire,fomc,goldman,inflation,j&j,morganstanley,nvida,powell,ppi,stockmarket,stocks,trading,trump,wallstreetfalsefullMP surges on Apple supply agreementhttps://seekingalpha.com/wsb?source=wsb_podcast:mp_surges_on_apple_supply_agreementall-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292apple,mpmaterials,stellantis,stocks,wallstreet,xpengfalsefullFirst signs of tariff inflationhttps://seekingalpha.com/wsb?source=wsb_podcast:first_signs_of_tariff_inflationmoved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

Show Notes
Stocks most and least likely to beat on earnings

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66988100Tue, 15 Jul 2025 17:48:07 +0000Seeking AlphaTariff inflation popped up as the yearly CPI rate https://seekingalpha.com/news/4467439-cpi-rises-03-mm-as-expected-in-june-core-cpi-rises-slightly-less-than-consensus?source=wsb_podcast:first_signs_of_tariff_inflation. (0:15) Wells Fargo...moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

Show Notes
Stocks most and least likely to beat on earnings

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338banks,citi,cpi,datacenters,earnings,economy,google,hyroelectric,inflation,jpmorgan,power,prices,stock,stockmarket,tariffs,wallstreet,wellsfargofalsefullNvidia plans China H20 shipments after U.S. nodhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_plans_china_h20_shipments_after_us_nodresume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief economist fires 'red flare' on housing market
Stocks most and least likely to beat their earnings expectations – BofA

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief economist fires 'red flare' on housing market
Stocks most and least likely to beat their earnings expectations – BofA

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332india,nvidia,stocks,tesla,tradedesk,wallstreetfalsefullCopper tariff is a big blow to EVshttps://seekingalpha.com/wsb?source=wsb_podcast:copper_tariff_is_a_big_blow_to_evshigher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)

Show Notes
Goldman’s out-of-consensus picks    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66975596Mon, 14 Jul 2025 15:53:10 +0000Seeking AlphaElectric vehicles will be particularly hurt by the https://seekingalpha.com/news/4467096-copper-tariffs-are-seen-as-another-potential-headwind-for-the-automobile-sector?source=wsb_podcast:copper_tariff_is_a_big_blow_to_evs using copper. (0:15)...higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)

Show Notes
Goldman’s out-of-consensus picks    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>273autodesk,autos,building,copper,earnings,ecomony,evs,fed,options,parts,powell,rates,salesforce,shopify,stockmarket,stocks,tariffs,trump,wallstreetfalsefullMusk not on board with xAI-Tesla tie-uphttps://seekingalpha.com/wsb?source=wsb_podcast:musk_not_on_board_with_xai_tesla_tie_updoesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66972412Mon, 14 Jul 2025 10:59:35 +0000Seeking AlphaMusk says he https://seekingalpha.com/news/4467031-musk-says-he-doesnt-support-merger-between-tesla-and-xai?source=wsb_podcast:musk_not_on_board_with_xai_tesla_tie_up merger between Tesla (TSLA) and xAI. (00:24) China...doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292ansys,boxoffice,elon,musk,stocks,superman,synopsys,tesla,wallstreet,xaifalsefullEarnings season kicks offhttps://seekingalpha.com/wsb?source=wsb_podcast:earnings_season_kicks_offQ2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66967067Sun, 13 Jul 2025 19:22:31 +0000Seeking AlphaBig banks and Netflix to report as https://seekingalpha.com/news/4466837-earnings-week-ahead-jpm-bac-gs-ms-c-jnj-tsm-abt-pep-mmm-slb-ual-nflx-and-more?source=wsb_podcast:earnings_season_kicks_off heats up. (0:14) June CPI seen rising. (1:50) Amazon...Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>320amazon,apple,banks,cpi,dividends,earnings,economy,f1,inflation,jpmorgan,netflix,prices,primeday,reit,stock,stockmarket,tariffs,wallstreetfalsefullWall Street Roundup: AI trade, market melt uphttps://seekingalpha.com/wsb?source=wsb_podcast:market_melts_higher
Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66940124Fri, 11 Jul 2025 16:20:08 +0000Seeking AlphaMusk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40). Show Notes:...
Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>666ai,bonds,earnings,fed,finance,investing,musk,nvidia,rates,stocks,tesla,trade,trumpfalsefullBitcoin blasts past $117Khttps://seekingalpha.com/wsb?source=wsb_podcast:bitcoin_blasts_past_117kall-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Crypto stocks, and more
Tesla applies to test robotaxis in Phoenix, Arizona - report
Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
Brazil tariff shock rattles Dutch Bros as coffee futures climb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66942752Fri, 11 Jul 2025 10:51:01 +0000Seeking AlphaBitcoin (BTC-USD) hits https://seekingalpha.com/news/4466676-bitcoin-hits-all-time-high-of-117k-as-crypto-rally-gains-momentum?source=wsb_podcast:bitcoin_blasts_past_117k of $117K as crypto rally gains momentum. (00:21) DOJ...all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Crypto stocks, and more
Tesla applies to test robotaxis in Phoenix, Arizona - report
Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
Brazil tariff shock rattles Dutch Bros as coffee futures climb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>297bitcoin,canada,crypto,stocks,tmobile,uscellular,wallstreetfalsefullMeta spending like the Yankeeshttps://seekingalpha.com/wsb?source=wsb_podcast:meta_spending_like_the_yankeesoffered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)

Show Notes
Disney+ adds more UK shows

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66930673Thu, 10 Jul 2025 18:05:12 +0000Seeking AlphaMeta reportedly https://seekingalpha.com/news/4466318-meta-lured-apples-pang-with-pay-package-exceeding-200m---report?source=wsb_podcast:meta_spending_like_the_yankees to poach an Apple AI exec. (0:15) Delta...offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)

Show Notes
Disney+ adds more UK shows

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292ai,apple,chips,deal,delta,disney+,earnings,economy,ferrero,itv,jobs,kellogg,m&a,meta,micron,pay,semiconductor,stocks,streaming,superintelligencefalsefullIt’s a wraphttps://seekingalpha.com/wsb?source=wsb_podcast:its_a_wrapSnack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66925014Thu, 10 Jul 2025 10:59:22 +0000Seeking AlphaMcDonald's brings back the popular https://seekingalpha.com/news/4466252-mcdonalds-brings-back-the-popular-snack-wrap-after-a-long-hiatus?source=wsb_podcast:its_a_wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for...Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>357auto,canada,mcdonald's,nissan,snackwrap,stocks,taiwansemi,tariffs,tsmc,wallstreetfalsefullCopper retreats, crude oil gainshttps://seekingalpha.com/wsb?source=wsb_podcast:copper_oil
Show Notes
Copper retreats from record high, crude oil gains after EIA forecast
U.S. stock futures inch higher as tariff updates remain in focus

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66912314Wed, 09 Jul 2025 12:11:54 +0000Seeking AlphaTrump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10). Show Notes...
Show Notes
Copper retreats from record high, crude oil gains after EIA forecast
U.S. stock futures inch higher as tariff updates remain in focus

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>395commodities,copper,crude,dollar,gold,investing,metals,oil,pharma,silver,tariff,yieldsfalsefullInflation expectations look anchoredhttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_expectations_look_anchorednear-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)

Show Notes
Goldman, BofA up S&P targets

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66900236Tue, 08 Jul 2025 17:15:20 +0000Seeking AlphaNew York Fed survey sees https://seekingalpha.com/news/4465871-us-consumer-inflation-expectations-improve-for-year-ahead-new-york-fed-says?source=wsb_podcast:inflation_expectations_look_anchored expectations moderate. (0:15) Uber to benefit from...near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)

Show Notes
Goldman, BofA up S&P targets

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>290americaparty,consumer,economy,fed,hershy,inflation,jobs,labor,musk,oracle,politics,prices,s&p,spending,stockmarket,stocks,tesla,uber,wallstreet,wendy'sfalsefullSamsung warns of 56% profit slidehttps://seekingalpha.com/wsb?source=wsb_podcast:samsung_warns_of_56_profit_slide56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, CIEN, and more
Trump says U.S. will send more weapons to Ukraine after last week's pause
Epic Games settles antitrust app store case against Samsung
China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66895915Tue, 08 Jul 2025 11:06:16 +0000Seeking AlphaSamsung (SSNLF) warns https://seekingalpha.com/news/4465722-samsung-warns-q2-profit-drop-of-56-due-to-weak-ai-chip-demand?source=wsb_podcast:samsung_warns_of_56_profit_slide in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter...56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, CIEN, and more
Trump says U.S. will send more weapons to Ukraine after last week's pause
Epic Games settles antitrust app store case against Samsung
China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>294dollargeneral,dollartree,energy,familydollar,samsung,stocks,wallstreetfalsefullXpeng's AI EVhttps://seekingalpha.com/wsb?source=wsb_podcast:xpengs_ai_evits own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)

Show Notes
CoreWeave to buy Core Scientific

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66887771Mon, 07 Jul 2025 18:34:43 +0000Seeking AlphaThe Chinese EV company has an SUV with https://seekingalpha.com/news/4465405-xpeng-jolts-the-electric-vehicle-sector-with-its-new-suv-powered-by-a-turing-ai-chip?source=wsb_podcast:xpengs_ai_ev. (0:14) Tesla...its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)

Show Notes
CoreWeave to buy Core Scientific

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>334ai,americaparty,at&t,constellation,coreweave,crowdstrike,ev,musk,politics,stockmarket,stocks,telecom,tesla,t-mobile,turing,verizon,wallstreet,xpengfalsefullBargain week beginshttps://seekingalpha.com/wsb?source=wsb_podcast:bargain_week_beginssales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: TSLA, WNS, and more
Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations
Carney says possible oil pipeline project is 'highly likely’ in Canada
Oracle is said to offer big discounts to U.S. government on software

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66882357Mon, 07 Jul 2025 10:56:10 +0000Seeking AlphaRetail war: Amazon(AMZN), Walmart (WMT) to launch dueling https://seekingalpha.com/news/4465492-amazon-walmart-retailers-sales-events?source=wsb_podcast:bargain_week_begins this week. (00:26) Lutnick says Trump’s tariffs to take effect on...sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: TSLA, WNS, and more
Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations
Carney says possible oil pipeline project is 'highly likely’ in Canada
Oracle is said to offer big discounts to U.S. government on software

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>317amazon,jurassicworldrebirth,primeday,stocks,tariffs,wallstreet,walmartfalsefullTariff deadline weekhttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_deadline_weekbull v. bear. (1:54) Elon Musk announces American First party. (2:14)

Show Notes
Tech picks for Q3

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66876504Sun, 06 Jul 2025 18:27:36 +0000Seeking AlphaTrump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings –...bull v. bear. (1:54) Elon Musk announces American First party. (2:14)

Show Notes
Tech picks for Q3

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384americafirst,conagra,delta,dividends,earnings,economy,musk,politics,stockmarket,stocks,tariffs,tech,thirdparty,trade,trump,wallstreetfalsefullJobs market cheats death againhttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_market_cheats_death_againpayrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30)

Show Notes
Ford CEO says AI will take 50% of white collar jobs

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66852669Thu, 03 Jul 2025 17:28:04 +0000Seeking AlphaDespite worries, https://seekingalpha.com/news/4465252-nonfarm-payrolls-jump-more-than-expected-unemployment-rate-falls?source=wsb_podcast:jobs_market_cheats_death_again and have risen for 54-straight months. (0:13) Stocks...payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30)

Show Notes
Ford CEO says AI will take 50% of white collar jobs

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>278ai,bonds,chips,datadog,economy,fed,ford,jobs,labor,meta,plant,rates,samsung,stockmarket,stocks,tripadvisor,wages,wallstreet,whitecollar,yieldsfalsefullOpenAI Rejects Robinhood Equity Tokenshttps://seekingalpha.com/wsb?source=wsb_podcast:openai_rejects_robinhood_equity_tokensOpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TRIP, DDOG, and more
Ford CEO: AI will replace half of all white-collar workers in U.S.
Datadog surges after placement on S&P 500
Google proposes fresh changes to search results to comply with EU's antitrust rules: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66848785Thu, 03 Jul 2025 11:00:23 +0000Seeking AlphaRobinhood (HOOD) ticks lower as https://seekingalpha.com/news/4465164-robinhood-ticks-lower-as-openai-rejects-tokenized-equity-tokens?source=wsb_podcast:openai_rejects_robinhood_equity_tokens tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to...OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TRIP, DDOG, and more
Ford CEO: AI will replace half of all white-collar workers in U.S.
Datadog surges after placement on S&P 500
Google proposes fresh changes to search results to comply with EU's antitrust rules: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>325alphaandomega,openai,robinhood,spacex,starboard,stocks,tokens,tripadvisor,wallstreetfalsefullNetflix and Spotify teaming uphttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_and_spotify_teaming_upheld talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill. (2:35)

Show Notes
Quantum stock Rigetti gets a bull call

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66837552Wed, 02 Jul 2025 16:37:50 +0000Seeking AlphaThe two have https://seekingalpha.com/news/4464694-netflix-spoke-to-spotify-about-tie-up-on-music-shows-celebrity-interviews-to-boost-unscripted-tv-content?source=wsb_podcast:netflix_and_spotify_teaming_up about music shows, live concerts and more,...held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill. (2:35)

Show Notes
Quantum stock Rigetti gets a bull call

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>274adp,apple,centene,economy,insurance,jackinthebox,jobs,labor,netflix,payrolls,pill,poison,production,quantum,rigetti,spotify,stockmarket,stocks,streaming,wallstreetfalsefullBanks pass, investors cash inhttps://seekingalpha.com/wsb?source=wsb_podcast:banks_pass_investors_cash_inraise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint; shares rise in after-hours trading. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: VRNT, CNC, and more
All 22 banks pass Fed's 2025 stress test on capital levels
Baidu revamps search engine with AI features, voice functionality - report
Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June
Intel's new CEO said to weigh ending 18A marketing to new customers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66831129Wed, 02 Jul 2025 10:41:46 +0000Seeking AlphaWells Fargo plans to https://seekingalpha.com/news/4464486-wells-fargo-plans-to-raise-dividend-by-12_5-percent-after-stress-test-results?source=wsb_podcast:banks_pass_investors_cash_in by 12.5% after stress test results. (00:20) Paramount to...raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint; shares rise in after-hours trading. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: VRNT, CNC, and more
All 22 banks pass Fed's 2025 stress test on capital levels
Baidu revamps search engine with AI features, voice functionality - report
Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June
Intel's new CEO said to weigh ending 18A marketing to new customers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336citigroup,goldmansachs,paramount,presidenttrump,stocks,stresstest,thomabravo,wallstreet,wellsfargofalsefullTrump and Musk at it againhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_and_musk_at_it_againthreatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of the Amazon machines. (3:22)

Show Notes
Top tech stocks for the rest of ‘25

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66823033Tue, 01 Jul 2025 16:02:47 +0000Seeking AlphaPresident Trump https://seekingalpha.com/news/4464118-tesla-slides-after-president-trump-questions-the-level-of-subsidies-of-elon-musks-companies?source=wsb_podcast:trump_and_musk_at_it_again Elon Musk’s ‘subsidies’ as Musk...threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of the Amazon machines. (3:22)

Show Notes
Top tech stocks for the rest of ‘25

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>307amazon,americaparty,bill,casinos,economy,fed,jobs,kroger,labor,macau,musk,powell,rates,robots,spending,stockmarket,stocks,tech,trumpfalsefullTexas embraces precious metal moneyhttps://seekingalpha.com/wsb?source=wsb_podcast:texas_embraces_precious_metal_moneylegal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TSLA, AVAV, and more
Musk threatens to oust Trump tax bill backers, floats new political party
Hershey to remove artificial food dyes from products by 2027 - report
Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66818724Tue, 01 Jul 2025 10:48:11 +0000Seeking AlphaTexas authorizes use of gold and silver as https://seekingalpha.com/news/4463982-texas-authorizes-use-of-gold-and-silver-as-legal-tender-for-day-to-day-transactions?source=wsb_podcast:texas_embraces_precious_metal_money for day-to-day transactions....legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TSLA, AVAV, and more
Musk threatens to oust Trump tax bill backers, floats new political party
Hershey to remove artificial food dyes from products by 2027 - report
Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>329baseball,espn,gold,netflix,silver,stocks,texas,wallstreetfalsefullNintendo vs Amazonhttps://seekingalpha.com/wsb?source=wsb_podcast:nintendo_vs_amazonsales of the Switch 2 on Amazon U.S.  (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box office. (2:49)

Show Notes
Oracle rallies on CEO comments, upgrade

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66806561Mon, 30 Jun 2025 15:26:31 +0000Seeking AlphaThe companies are reportedly battling over https://seekingalpha.com/news/4463622-nintendo-pulls-the-plug-on-amazon-switch-2-us-sales---bloomberg?source=wsb_podcast:nintendo_vs_amazon on Amazon U.S.  (0:15) Canada...sales of the Switch 2 on Amazon U.S.  (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box office. (2:49)

Show Notes
Oracle rallies on CEO comments, upgrade

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292amazon,apple,boxoffice,canada,ceo,digital,e-commerce,f1,fued,glasses,movie,nintendo,oracle,stanley,stocks,switch2,tariffs,tax,trade,videogamesfalsefullUK cars, planes get U.S. breakhttps://seekingalpha.com/wsb?source=wsb_podcast:uk_cars_planes_get_us_breaktrade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: U.S. banks, JNPR, and more
Renewables industry reels as Senate megabill unveils new excise tax
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
Tesla launches V4 superchargers in China

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66803156Mon, 30 Jun 2025 10:55:23 +0000Seeking AlphaUK-US https://seekingalpha.com/news/4463533-uk-us-trade-deal-immediate-tariff-cuts-for-uk-auto-and-aerospace-sectors?source=wsb_podcast:uk_cars_planes_get_us_break: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli...trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: U.S. banks, JNPR, and more
Renewables industry reels as Senate megabill unveils new excise tax
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
Tesla launches V4 superchargers in China

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Show Notes
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66795338Sun, 29 Jun 2025 16:04:29 +0000Seeking AlphaNonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports:...bull vs. bear. (1:06) Senate GOP clears bill hurdle. (2:12)

Show Notes
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>288bill,breakout,constellation,dividends,earnings,economy,gop,jobs,labor,nvidia,payrolls,senate,s&p500,stockmarket,stocks,wages,wallstreetfalsefullWall Street Weekend: Markets have been looking for an excuse to rallyhttps://seekingalpha.com/wsb?source=wsb_podcast:excuse_to_rallyDanielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode.

Show links: 
Danielle DiMartino Booth On America's Game Of Thrones
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again
Should We Trust Economic Data? With Danielle DiMartino Booth

Episode transcripts: seekingalpha.com/wsb

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Show links: 
Danielle DiMartino Booth On America's Game Of Thrones
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again
Should We Trust Economic Data? With Danielle DiMartino Booth

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>625dollar,economy,fed,inflation,jobs,labor,powell,rally,recession,stocksfalsefullWall Street Roundup: market highs, oil whipsaw, stablecoin momentumhttps://seekingalpha.com/wsb?source=wsb_podcast:roundup_market_highsearnings (8:15).

Show links: 
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again

Episode transcripts: seekingalpha.com/wsb

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Show links: 
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>645amd,broadcom,finance,investing,markets,nasdaq,news,oil,s&p.,stablecoin,stocks,tech,tradingfalsefullNike sprints past low bar, shares jumphttps://seekingalpha.com/wsb?source=wsb_podcast:nike_sprints_past_low_bar_shares_jumptops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NKE, TM, and more
SA Asks: What are the best crypto stocks right now?
Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade
Enphase Energy surges to top of S&P 500 on solar tax credit optimism

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NKE, TM, and more
SA Asks: What are the best crypto stocks right now?
Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade
Enphase Energy surges to top of S&P 500 on solar tax credit optimism

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>297china,dr.squatch,nike,stocks,unilever,wallstreetfalsefullNike getting snoafer buzzhttps://seekingalpha.com/wsb?source=wsb_podcast:nike_getting_snoafer_buzzAir Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)

Show Notes
Palantir signs deal with The Nuclear Company
JetBlue’s second-largest investor threatens to sell

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66759918Thu, 26 Jun 2025 16:30:19 +0000Seeking AlphaThe https://seekingalpha.com/news/4462399-what-exactly-is-a-snoafer-and-why-is-nike-targeting-this-new-footwear-category?source=wsb_podcast:nike_getting_snoafer_buzz is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods...Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)

Show Notes
Palantir signs deal with The Nuclear Company
JetBlue’s second-largest investor threatens to sell

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338activist,airmax,apple,china,claims,durable,economy,ev,gdp,jetblue,jobs,nasdaq-100,nike,nuclear,palantir,snoafer,stockmarket,stocks,suv,xiaomifalsefullHedge fund co-founder claims $7M coup scamhttps://seekingalpha.com/wsb?source=wsb_podcast:hedge_fund_co_founder_claims_7m_coup_scamduped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: FUL, KTOS, and more
Meta recruits three OpenAI researchers for superintelligence push - WSJ
Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices
AT&T executives advocate shifting from copper landlines to fiber

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: FUL, KTOS, and more
Meta recruits three OpenAI researchers for superintelligence push - WSJ
Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices
AT&T executives advocate shifting from copper landlines to fiber

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332blueorigin,janestreet,nvidia,southsudan,spacex,stocks,wallstreetfalsefullHere comes the droid ETFhttps://seekingalpha.com/wsb?source=wsb_podcast:here_comes_the_droid_ETFHumanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)

Show Notes
Nvidia gest new Street-high price target

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66746539Wed, 25 Jun 2025 17:05:44 +0000Seeking AlphaRoundhill files for https://seekingalpha.com/news/4462120-from-sci-fi-to-portfolio-roundhill-plans-to-launch-a-humanoid-robotics-etf?source=wsb_podcast:here_comes_the_droid_ETF. (0:15) More housing market cracks as...Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)

Show Notes
Nvidia gest new Street-high price target

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>287ai,darkstores,earnings,economy,etf,fedex,generalmills,homes,housing,humanoid,nivida,ponyai,robots,sales,stockmarket,stocks,walmartfalsefullStates win first round in EV charger lawsuithttps://seekingalpha.com/wsb?source=wsb_podcast:states_win_first_round_in_ev_charger_lawsuitblocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more
Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei
Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed
Top 10 S&P 500 performers year-to-date as the index nears record high

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more
Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei
Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed
Top 10 S&P 500 performers year-to-date as the index nears record high

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>340ark,cathiewood,ev,evs,stocks,tesla,wallstreetfalsefullFed's Powell sticks to his gunshttps://seekingalpha.com/wsb?source=wsb_podcast:feds_powell_sticks_to_his_gunswait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)

Show Notes
Oil prices sink on Iran export expectations
Doughnut divorce
Speeding Tesla robotaxis

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66728735Tue, 24 Jun 2025 17:24:55 +0000Seeking AlphaThe Fed chairman reiterated a https://seekingalpha.com/news/4461522-powell-to-congress-fed-in-no-rush-to-cut-rates?source=wsb_podcast:feds_powell_sticks_to_his_guns on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly...wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)

Show Notes
Oil prices sink on Iran export expectations
Doughnut divorce
Speeding Tesla robotaxis

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332ceasefire,chew,consumer,economy,fed,fomc,inflation,iran,israel,krispykreme,mcdonald's,powell,rates,robotaxi,stockmarket,stocks,tariffs,teladoc,tesla,trumpfalsefullIsrael–Iran ceasefire in questionhttps://seekingalpha.com/wsb?source=wsb_podcast:israel_iran_ceasefire_in_questionceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TDOC, CHWY, and more
China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says
Tesla robotaxis violate traffic laws, spark federal scrutiny
UK's competition regulator proposes new status for Google in search to increase control

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TDOC, CHWY, and more
China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says
Tesla robotaxis violate traffic laws, spark federal scrutiny
UK's competition regulator proposes new status for Google in search to increase control

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>339ceasefire,china,deals,iran,israel,starbucks,stocks,wallstreet,walmartfalsefullFutures tick up after U.S. strikes in Iranhttps://seekingalpha.com/wsb?source=wsb_podcast:futures_tick_up_after_us_strikes_in_iranin green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, NTRS, and more
DeepSeek aids China’s military, evades export controls - report
Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO
Retail investors cool on big tech after spring rebound, WSJ reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66705993Mon, 23 Jun 2025 11:03:53 +0000Seeking AlphaStock index futures https://seekingalpha.com/news/4460621-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:futures_tick_up_after_us_strikes_in_iran after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed...in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, NTRS, and more
DeepSeek aids China’s military, evades export controls - report
Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO
Retail investors cool on big tech after spring rebound, WSJ reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>319futures,phonepe,stocks,texas,wallstreet,walmartfalsefullHome Depot reportedly makes move on GMShttps://seekingalpha.com/wsb?source=wsb_podcast:home_depot_reportedly_makes_move_on_gmsbid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>263gms,homedepot,iran,qxo,softbank,stocks,wallstreetfalsefullPowell signals higher prices as Fed holdshttps://seekingalpha.com/wsb?source=wsb_podcast:powell_signals_higher_prices_as_fed_holdsultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66625656Thu, 19 Jun 2025 11:08:13 +0000Seeking AlphaFed chief says https://seekingalpha.com/news/4459627-fed-remains-well-positioned-to-wait-powell-says-in-press-conference?source=wsb_podcast:powell_signals_higher_prices_as_fed_hold will be paid, in part by end consumers. (0:18)...ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>268economy,fed,fomc,gdp,inflation,jobs,powell,prices,rates,stockmarket,stocks,tariffs,wallstreetfalsefullHome building activity takes hit in Mayhttps://seekingalpha.com/wsb?source=wsb_podcast:home_building_activity_hit_Maytrade wars still biggest concern (4:05).

Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66603240Wed, 18 Jun 2025 15:55:07 +0000Seeking AlphaHome building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey -...trade wars still biggest concern (4:05).

Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>335ai,alibaba,economy,funds,homebuilders,housing,investing,ipo,minimax,netflix,oracle,stocksfalsefullMeta offering $100M bonus to poach OpenAI talent?https://seekingalpha.com/wsb?source=wsb_podcast:meta_offering_100m_bonus_to_poach_openai_talenthuge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  

Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66600806Wed, 18 Jun 2025 11:06:58 +0000Seeking AlphaSam Altman says Meta is offering https://seekingalpha.com/news/4459202-meta-lured-with-100-million-signing-bonus-to-poach-openai-employees-says-sam-altman?source=wsb_podcast:meta_offering_100m_bonus_to_poach_openai_talent to lure his employees away....huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  

Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>362$100million,ai,altman,bonus,crisis,economy,humanoid,legislation,meta,oil,openai,pentagon,pizza,robot,senate,stablecoin,stockmarket,stocks,wallstreet,warfalsefullClear Kool Aid and Jell-O? Kraft ditches dyeshttps://seekingalpha.com/wsb?source=wsb_podcast:clear_kool_aid_and_jell_o_kraft_ditches_dyesall articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   

Show Notes
The 5 mega forces driving equity conditions

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66592887Tue, 17 Jun 2025 16:44:56 +0000Seeking AlphaKraft Heinz to phase out https://seekingalpha.com/news/4458769-kraft-heinz-to-remove-artificial-dyes-from-the-remaining-10-of-its-products-that-still-use-them?source=wsb_podcast:clear_kool_aid_and_jell_o_kraft_ditches_dyes in products. (0:15)...all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   

Show Notes
The 5 mega forces driving equity conditions

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>311apple,apps,artificial,colors,dating,drugs,dyes,earnings,economy,heinz,housing,jabil,kraft,lennar,netherlands,retail,sales,stockmarket,stocks,tariffsfalsefullSolar sinks as Senate eyes tax credit sunsethttps://seekingalpha.com/wsb?source=wsb_podcast:solar_sinks_as_senate_eyes_tax_credit_sunsetSolar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) 


Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved

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Show Notes 
The Fed ‘hates’ Trump’s policies

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Show Notes 
The Fed ‘hates’ Trump’s policies

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade

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Show Notes
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors

Episode transcripts: seekingalpha.com/wsb

Get 20% off James' Successful Portfolio Strategy

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Show links: 
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors

Episode transcripts: seekingalpha.com/wsb

Get 20% off James' Successful Portfolio Strategy

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>787investing,investors,iran,israel,markets,oil,recessionfalsefullWall Street Roundup: AI, IPOs, and standout earningshttps://seekingalpha.com/wsb?source=wsb_podcast:ai_ipos_earningsAI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.

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Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo

Episode transcripts: seekingalpha.com/wsb

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Show links: 
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off

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Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>285fritolay,iran,israel,kenvue,oil,stocks,wallstreetfalsefullThe media shakeout has begunhttps://seekingalpha.com/wsb?source=wsb_podcast:the_media_shakeout_has_begunfirst step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  

Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto

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Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>325airindia,boeing,chime,nvidia,samsung,skildai,stocks,wallstreetfalsefullRetail inflation shows little tariff impacthttps://seekingalpha.com/wsb?source=wsb_podcast:retail_inflation_shows_little_tariff_impactless than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  

Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66509181Wed, 11 Jun 2025 16:17:12 +0000Seeking AlphaCPI and core CPI rose https://seekingalpha.com/news/4457212-cpi-inflation-comes-in-cooler-than-expected-in-may?source=wsb_podcast:retail_inflation_shows_little_tariff_impact in May. (0:15) Trump says...less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  

Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'

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Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337dave&busters,gamestop,nintendo,stocks,switch2,wallstreetfalsefullMark Zuckerberg assembling ‘superintelligence group’https://seekingalpha.com/wsb?source=wsb_podcast:mark_zuckerberg_assembling_superintelligence_grouppersonally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)  

Show Notes
Citi boosts its S&P target and earnings forecast

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Citi boosts its S&P target and earnings forecast

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341chime,stocks,taiwan,unitedhealth,wallstreetfalsefullWarner Bros Discovery announces splithttps://seekingalpha.com/wsb?source=wsb_podcast:warner_bros_discovery_announces_splitstreaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)  

Show Notes
Shakeup coming in one of the biggest gold ETFs

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Shakeup coming in one of the biggest gold ETFs

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>302l'oreal,metaplanet,qualcomm,stocks,wallstreetfalsefullInflation back on the Fed radar and expected to risehttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_back_on_the_fed_radar_and_expected_to_risea dud. (1:57) Was the April low a good sign for the market? (5:47)  

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66464003Sun, 08 Jun 2025 19:18:13 +0000Seeking AlphaMay’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be...a dud. (1:57) Was the April low a good sign for the market? (5:47)  

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts: seekingalpha.com/wsb

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Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates

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Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance

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]]>https://api.spreaker.com/episode/66418504Fri, 06 Jun 2025 10:52:27 +0000Seeking AlphaBrown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to https://seekingalpha.com/news/4456065-brown-forman-weight-loss-drugs-cannabis-gen-z-demand?source=wsb_podcast:glp1s_genz_dent_jack_daniels_sales. (00:17) Tesla (TSLA) gains as Trump and White...weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance

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]]>296brownforman,circle,jackdaniels,stocks,tesla,trump,wallstreetfalsefullIs Tesla losing a Trump premium?https://seekingalpha.com/wsb?source=wsb_podcast:is_tesla_losing_a_trump_premiumhas wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)  

Show Notes
ETF inflows surge

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
ETF inflows surge

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>394citigroup,kimberlyclark,rareearths,stocks,suzano,wallstreetfalsefullWedbush AI ETF debutshttps://seekingalpha.com/wsb?source=wsb_podcast:wedbush_ai_etf_debutsIVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)  

Show Notes
Highest-conviction picks from Jefferies

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Highest-conviction picks from Jefferies

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>365amc,klarna,stocks,texas,visa,wallstreetfalsefullBarbie gets her own film studiohttps://seekingalpha.com/wsb?source=wsb_podcast:barbie_gets_her_own_film_studiomovie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)  

Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>299ai,barbie,china,dollargeneral,earnings,ev,film,mattel,meta,nio,nuclear,philipmorris,power,stockmarket,stocks,studio,tobacco,tv,wallstreetfalsefullTech, Media Giants Slash More Jobshttps://seekingalpha.com/wsb?source=wsb_podcast:tech_media_giants_slash_more_jobslays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CRDO, BMBL, and more
U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
Toyota Industries receives take-private offer from Group companies
Huawei sets June 11 launch date for Pura 80 series smartphones

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CRDO, BMBL, and more
U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
Toyota Industries receives take-private offer from Group companies
Huawei sets June 11 launch date for Pura 80 series smartphones

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>355disney,microsoft,stocks,wallstreetfalsefullMeta aims to fully automate ads with AIhttps://seekingalpha.com/wsb?source=wsb_podcast:meta_aims_to_fully_automate_ads_with_aiAI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)

Show Notes
New AI stock darling Nebius looks to raise cash
Morgan Stanley still bullish on U.S. exceptionalism

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
New AI stock darling Nebius looks to raise cash
Morgan Stanley still bullish on U.S. exceptionalism

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>244ads,ai,betting,bigbear.ai,campbell's,cisco,earnings,illinois,meta,nebius,sports,stockmarket,stocks,wallstreetfalsefullSteel surges on tariff hikehttps://seekingalpha.com/wsb?source=wsb_podcast:steel_surges_on_tariff_hikestock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Samsung said to be close to wide-ranging deal with Perplexity for AI features
Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
China 'firmly rejects' Trump's accusation on Geneva trade deal breach

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Samsung said to be close to wide-ranging deal with Perplexity for AI features
Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
China 'firmly rejects' Trump's accusation on Geneva trade deal breach

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>356clevelandcliffs,dollar,indivior,steel,stocks,wallstreetfalsefullFirst look at the tariff job markethttps://seekingalpha.com/wsb?source=wsb_podcast:first_look_at_the_tariff_job_marketpayroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66356036Sun, 01 Jun 2025 14:15:42 +0000Seeking AlphaMay’s https://seekingalpha.com/article/4791339-crowdstrike-gamestop-to-report-earnings-next-week-as-investors-focus-on-job-openings-and-unemployment-rate?source=wsb_podcast:first_look_at_the_tariff_job_market will show how labor conditions are holding...payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>388broadcom,china,crowdstrike,dividends,earnings,economy,evs,fed,jobs,payrolls,powell,rates,stockmarket,stocks,tariffs,unemployment,wallstreetfalsefullWall Street Roundup: The fog of tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_fogearnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).

Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1720bitcoin,business,doge,earnings,economy,gamestop,investing,musk,news,nvidia,salesforce,stocks,tariff,tesla,trading,trumpfalsefullBig tech, big rulings, big reboundshttps://seekingalpha.com/wsb?source=wsb_podcast:big_tech_big_rulings_big_rebounds10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66338249Fri, 30 May 2025 10:49:52 +0000Seeking AlphaGermany weighs https://seekingalpha.com/news/4453716-germany-weighs-tax-digital-platforms?source=wsb_podcast:big_tech_big_rulings_big_rebounds on internet giants like Google, Meta. (00:25) Federal appeals court issues...10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>349germany,redrobin,stocks,tariffs,wallstreetfalsefullHow Trump can bring back tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:how_trump_can_bring_back_tariffsfour legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)  

Show Notes
Now might be the time for this ultimate contrarian trade

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66328131Thu, 29 May 2025 15:23:42 +0000Seeking AlphaGoldman Sachs outlines https://seekingalpha.com/news/4453317-four-ways-trump-can-re-impose-tariffs-struck-down-by-trade-court?source=wsb_podcast:how_trump_can_bring_back_tariffs for White House to enact tariffs after trade court ruling. (0:15)...four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)  

Show Notes
Now might be the time for this ultimate contrarian trade

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>38730-year,bonds,court,earnings,economy,fed,gdp,hp,recession,sentinelone,starbucks,stockmarket,stocks,tariffs,trade,treasury,trumpfalsefullJudges Check Trump’s Trade Authorityhttps://seekingalpha.com/wsb?source=wsb_podcast:judges_check_trumps_trade_authoritystrikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66325172Thu, 29 May 2025 10:39:01 +0000Seeking AlphaTrade court https://seekingalpha.com/news/4453242-trade-court-strikes-down-trumps-april-tariffs?source=wsb_podcast:judges_check_trumps_trade_authority Trump's April tariffs. (00:20) Elon Musk (TSLA)...strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337doge,elonmusk,nvidia,stocks,tariffs,trade,wallstreetfalsefullShein reportedly aims for Hong Kong debuthttps://seekingalpha.com/wsb?source=wsb_podcast:shein_reportedly_aims_for_hong_kong_debutIPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66310622Wed, 28 May 2025 10:40:18 +0000Seeking AlphaShein turns to Hong Kong for listing amid London https://seekingalpha.com/news/4452781-shein-turns-to-hong-kong-for-listing-amid-london-ipo-hurdles---report?source=wsb_podcast:shein_reportedly_aims_for_hong_kong_debut - report. (00:20)...IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344compassdiversified,hongkong,shein,stocks,travel,wallstreetfalsefullTesla sales tumble in Europehttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_sales_tumble_in_europesales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trump’s $175B missile shield is said to face steep tech, budgetary challenges

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trump’s $175B missile shield is said to face steep tech, budgetary challenges

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>363southwestairlines,stocks,tesla,trumpmedia,wallstreetfalsefullNvidia earnings look make or break for markethttps://seekingalpha.com/wsb?source=wsb_podcast:nividia_earnings_look_make_or_break_for_marketguidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)  

Show Notes
Earnings Calendar
The ticking fiscal time bomb

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Earnings Calendar
The ticking fiscal time bomb

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>461ai,bonds,chips,consumer,durables,earnings,economy,inflation,japan,musk,nvidia,stockmarket,stocks,tariffs,tech,wallstreet,xfalsefullWall Street Roundup: retail earnings, Reddit volatility, AI momentumhttps://seekingalpha.com/wsb?source=wsb_podcast:retail_earningsdowngrade and bonds (9:30).

Show Notes:
Target Q1 Earnings Call Transcript
Tech Stocks - Focus On What Management Isn't Talking About

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Target Q1 Earnings Call Transcript
Tech Stocks - Focus On What Management Isn't Talking About

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: WDAY, INTU, and more
Japan could trigger a ‘global financial market Armageddon’ – SG
Supreme Court preserves Fed independence, lets Trump shake up other agencies
Nuclear names surge as Trump set to sign orders to boost industry

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: WDAY, INTU, and more
Japan could trigger a ‘global financial market Armageddon’ – SG
Supreme Court preserves Fed independence, lets Trump shake up other agencies
Nuclear names surge as Trump set to sign orders to boost industry

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344activision,disney,ftc,microsoft,stablecoin,stocks,wallstreet,youtubefalsefullBitcoin celebrates Pizza Day with new highhttps://seekingalpha.com/wsb?source=wsb_podcast:bitcoin_celebrates_pizza_day_with_new_high10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)  

Show Notes
The most crowded hedge fund longs

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
The most crowded hedge fund longs

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNOW, URBN, and more
Microsoft files legal action against malware Lumma Stealer
Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal
Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNOW, URBN, and more
Microsoft files legal action against malware Lumma Stealer
Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal
Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>325at&t,fanniemae,freddiemac,lumentechnologies,nike,stocks,wallstreetfalsefullUnitedHealth slides on report of nursing home kickbackshttps://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_slides_on_report_of_nursing_home_kickbacksdenies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)

Show Notes 
Man United bears rooting for Spurs

Episode transcripts: seekingalpha.com/wsb  
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Show Notes 
Man United bears rooting for Spurs

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: PANW, TOL, and more
Elon Musk on robots, litigious shareholders, and AI
SA Asks: Can retailers afford to eat tariff costs?
Kraft Heinz considering strategic options to unlock value

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: PANW, TOL, and more
Elon Musk on robots, litigious shareholders, and AI
SA Asks: Can retailers afford to eat tariff costs?
Kraft Heinz considering strategic options to unlock value

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>392ev,ford,goldenrome,nissan,stocks,wallstreet,wolfspeedfalsefullVictoria's Secret adopts poison pillhttps://seekingalpha.com/wsb?source=wsb_podcast:victorias_secret_adopts_poison_pillboard acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)   

Show Notes
Mickey Mouse joins F1

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Mickey Mouse joins F1

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ASAN, ASPI, and more
Fed likely to stay in wait-and-see mode till at least September
Alphabet's Waymo cleared to expand robotaxi service in Bay Area
Intel mulls sale of networking and edge unit - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ASAN, ASPI, and more
Fed likely to stay in wait-and-see mode till at least September
Alphabet's Waymo cleared to expand robotaxi service in Bay Area
Intel mulls sale of networking and edge unit - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>406catl,delta,stocks,taiwan,wallstreetfalsefullNvidia unveils its next-gen AI techhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_techJensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)  

Show Notes
Costco’s sales of Kirkland brand rival Lowe’s and P&G

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66152045Mon, 19 May 2025 15:54:48 +0000Seeking AlphaCEO https://seekingalpha.com/news/4449933-nvidia-ceo-unveils-next-gen-ai-tech-taiwan-supercomputer-project?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech previews new systema and a Tailwan supercomputer factory. (0:15) Netflix...Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)  

Show Notes
Costco’s sales of Kirkland brand rival Lowe’s and P&G

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>305ai,blackstone,chips,costco,deal,economy,huang,kirkland,netflix,nvidia,shakeshack,stockmarket,stocks,txnm,wallstreetfalsefullAlibaba dips on reported Apple AI scrutinyhttps://seekingalpha.com/wsb?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutinyU.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, and more
Trump warns Walmart not to blame tariffs for higher prices
Ant Group's overseas unit brings in $3 billion ahead of spinoff - report
Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, and more
Trump warns Walmart not to blame tariffs for higher prices
Ant Group's overseas unit brings in $3 billion ahead of spinoff - report
Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>446alibaba,apple,china,gm,stocks,tariffs,wallstreetfalsefullMoody's cuts U.S. debt ratinghttps://seekingalpha.com/wsb?source=wsb_podcast:moodys_cuts_us_debt_ratingloses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29)  

Show Notes
We’re seeing the fastest Fed-driven housing slowdown ever
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66139864Sun, 18 May 2025 16:17:58 +0000Seeking AlphaThe U.S. https://seekingalpha.com/news/4449791-moodys-downgrades-u-s-due-to-ever-rising-debt-high-interest-payment-ratios?source=wsb_podcast:moodys_cuts_us_debt_rating on skyrocketing debt and interest payment ratios. (0:17) China...loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29)  

Show Notes
We’re seeing the fastest Fed-driven housing slowdown ever
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327credit,debt,dividends,earnings,earth,economy,fed,homedepot,homes,housing,moody's,rare,rating,stockmarket,stocks,u.s.,wallstreetfalsefullWall Street Roundup: UnitedHealth, retail, tech, and tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_retail
Show Notes:
Can UnitedHealth turn it around?
Walmart Q1 2026 earnings call transcript
Shopify targets sustained growth
Saudi Arabia AI deals were 'bullish eye opener' for tech investors

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66113766Fri, 16 May 2025 15:55:07 +0000Seeking AlphaUnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P...
Show Notes:
Can UnitedHealth turn it around?
Walmart Q1 2026 earnings call transcript
Shopify targets sustained growth
Saudi Arabia AI deals were 'bullish eye opener' for tech investors

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1319bitcoin,cisco,coinbase,earnings,inflation,internet,retail,shopify,s&p500,stocks,tariff,walmartfalsefullGlobalWafers commits $7.5B to U.S. growthhttps://seekingalpha.com/wsb?source=wsb_podcast:globalwafers_commits_75b_to_us_growthboost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66116101Fri, 16 May 2025 10:42:59 +0000Seeking AlphaGlobalWafers (GFS) to https://seekingalpha.com/news/4449394-globalwafers-to-boost-us-investment-to-75b-amid-soaring-chip-demand?source=wsb_podcast:globalwafers_commits_75b_to_us_growth to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE)...boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>32913f,appliedmat,berkshirehathaway,globalwafers,stocks,virgingalactic,wallstreetfalsefullWalmart warns of higher prices even with lower tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffsall the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03)  

Show Notes
The signposts for market stability

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66102486Thu, 15 May 2025 15:52:51 +0000Seeking AlphaWMT execs say suppliers and retailers can’t absorb https://seekingalpha.com/news/4448658-walmart-warns-us-consumers-may-see-higher-prices-even-at-the-reduced-tariff-levels?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs....all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03)  

Show Notes
The signposts for market stability

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>39985,birthday,economy,fed,inflation,mcdonald's,powell,ppi,prices,retail,retailers,sales,s&p,stockmarket,stocks,tariffs,wallstreet,walmartfalsefullMedicare probe hits UnitedHealth shareshttps://seekingalpha.com/wsb?source=wsb_podcast:medicare_probe_hits_unitedhealth_sharespotential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, BNGO, and more
Trump asks Apple to stop moving iPhone manufacturing to India - report
The Monopoly ETF, a new SEC filing that targets market titans
China lifts curbs on export of rare earth minerals to the U.S.
Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premium

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66098656Thu, 15 May 2025 10:20:16 +0000Seeking AlphaUnitedHealth (UNH) probed by DoJ for https://seekingalpha.com/news/4448470-unitedhealth-probed-doj-potential-medicare-fraud-shares-slide?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares; shares slide - report. (00:22) Dick's Sporting Goods...potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, BNGO, and more
Trump asks Apple to stop moving iPhone manufacturing to India - report
The Monopoly ETF, a new SEC filing that targets market titans
China lifts curbs on export of rare earth minerals to the U.S.
Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premium

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Show Notes
‘Gandalf’ calls crypto ‘rat poison’

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66088442Wed, 14 May 2025 18:12:13 +0000Seeking AlphaChip and AI stocks are getting their mojo back with https://seekingalpha.com/news/4447841-saudi-arabia-ai-deals-were-bullish-eye-opener-for-tech-investors-wedbush?source=wsb_podcast:big_tech_strikes_oil. (0:15) AMD announces $6B...Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29)  

Show Notes
‘Gandalf’ calls crypto ‘rat poison’

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>363ai,amd,chips,mideast,nvidia,saudi,semiconductors,starbucks,stockmarket,stocks,strike,supermicro,tech,wallstreetfalsefullFoxconn profit jumps, but tariffs cast a shadowhttps://seekingalpha.com/wsb?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadowprofit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SMCI, SONY, and more
Tesla may get new pay package for CEO Elon Musk - report
EU said to weigh higher tariffs on Ukrainian imports to protect its farmers
Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SMCI, SONY, and more
Tesla may get new pay package for CEO Elon Musk - report
EU said to weigh higher tariffs on Ukrainian imports to protect its farmers
Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>455airbnb,foxconn,nfl,stocks,wallstreet,youtubefalsefullInflation shows little tariff impacthttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_shows_little_tariff_impactApril CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  

Show Notes
Goldman Sachs boosts
S&P target in wake of tariff détente

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66075051Tue, 13 May 2025 18:24:29 +0000Seeking AlphaThe https://seekingalpha.com/news/4447110-cpi-inflation-rises-less-than-expected-in-april?source=wsb_podcast:inflation_shows_little_tariff_impact comes in on the dovish side. (0:15) UnitedHealth CEO...April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  

Show Notes
Goldman Sachs boosts
S&P target in wake of tariff détente

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>33950%,amc,boeing,ceo,china,cpi,earnings,economy,goldman,hertz,inflation,movies,prices,recession,sea,s&p,stockmarket,stocks,tariffs,unitedhealthfalsefullFedEx lands Amazon deal as UPS scales backhttps://seekingalpha.com/wsb?source=wsb_podcast:fedex_lands_amazon_deal_as_ups_scales_backinks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: COIN, HTZ, and more
Inflation expected to firm up in April's CPI print
U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip
U.S. reduces China 'de minimis' tariff rate to 54% from 120%
India moves to retaliate against Trump’s tariffs amid trade talks
McDonald's bets on growth with plans for 375K new hires - update

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: COIN, HTZ, and more
Inflation expected to firm up in April's CPI print
U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip
U.S. reduces China 'de minimis' tariff rate to 54% from 120%
India moves to retaliate against Trump’s tariffs amid trade talks
McDonald's bets on growth with plans for 375K new hires - update

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>311apple,coinbase,fedex,samsung,stocks,ups,wallstreetfalsefullMarkets react as U.S., China call tariff timeouthttps://seekingalpha.com/wsb?source=wsb_podcast:markets_react_as_us_china_call_tariff_timeoutpause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Magnificent Seven, and more
Top EV battery maker CATL seeks to raise $4B in Hong Kong listing
Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI
Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Magnificent Seven, and more
Top EV battery maker CATL seeks to raise $4B in Hong Kong listing
Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI
Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>313amazon,china,drugcosts,scaleai,stocks,tariffs,wallstreetfalsefullThe stock market remains undefeatedhttps://seekingalpha.com/wsb?source=wsb_podcast:undefeated_stock_marketBarry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.

Show links: 
Masters In Business
Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
Trump says China wants to make a trade deal, open to lowering tariffs if talks go well

Episode transcripts: seekingalpha.com/wsb

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Show links: 
Masters In Business
Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
Trump says China wants to make a trade deal, open to lowering tariffs if talks go well

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>515bonds,business,economy,fed,financial,inflation,investing,powell,rates,recession,ritholtz,stimulus,stocks,trumpfalsefullBoots, Beats & Billion-Dollar Brandshttps://seekingalpha.com/wsb?source=wsb_podcast:boots_beats_billion_dollar_brandsLevi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.

Episode transcripts seekingalpha.com/wsb.

Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript

Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript

Boot Barn is tipped by BTIG to be a retail sector outperformer

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Episode transcripts seekingalpha.com/wsb.

Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript

Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript

Boot Barn is tipped by BTIG to be a retail sector outperformer

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Episode transcripts: seekingalpha.com/wsb

Show links: 
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%

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Episode transcripts: seekingalpha.com/wsb

Show links: 
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: PINS, AFRM, and more
Nvidia to downgrade H20 chips for China after U.S. export restrictions - report
VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: PINS, AFRM, and more
Nvidia to downgrade H20 chips for China after U.S. export restrictions - report
VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>358britishairways,expedia,monsterbeverage,stocks,wallstreetfalsefullWhy Q1 GDP was actually really goodhttps://seekingalpha.com/wsb?source=wsb_podcast:q1_gdpSuccessful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

Show links:
U.S. GDP contracts in Q1 as imports swell, price index jumps
President Trump says Q1 GDP actually rose when excluding imports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/66005143Thu, 08 May 2025 21:07:45 +0000Seeking AlphaJames Kostohryz, who runs https://seekingalpha.com/checkout/mp_86?source=wsb_podcast:q1_gdp explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing...Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

Show links:
U.S. GDP contracts in Q1 as imports swell, price index jumps
President Trump says Q1 GDP actually rose when excluding imports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>377data,economy,gdp,investing,tariffs,trading,usfalsefullEnergy firms oppose U.S. ship mandatehttps://seekingalpha.com/wsb?source=wsb_podcast:energy_firms_oppose_us_ship_mandateexemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more
Trump set to unveil trade deal with UK on Thursday - report
Alphabet shares tumble as Apple exec expresses search concerns
Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65996495Thu, 08 May 2025 10:46:38 +0000Seeking AlphaU.S. energy firms seek https://seekingalpha.com/news/4444032-u-s-energy-firms-seek-exemption-from-trump-plan-to-transport-lng-on-u-s-built-ships?source=wsb_podcast:energy_firms_oppose_us_ship_mandate from Trump plan to transport LNG on U.S.-built...exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more
Trump set to unveil trade deal with UK on Thursday - report
Alphabet shares tumble as Apple exec expresses search concerns
Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344boeing,chinaairlines,elililly,lng,stocks,wallstreetfalsefullFed in a big hurry to do nothinghttps://seekingalpha.com/wsb?source=wsb_podcast:fed_in_a_big_hurry_to_do_nothingrates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)  

Show Notes
Disney announces Abu Dhabi theme park

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65982979Wed, 07 May 2025 21:21:36 +0000Seeking AlphaFed keeps https://seekingalpha.com/news/4443508-federal-reserve-keeps-rates-on-hold-for-third-meeting?source=wsb_podcast:fed_in_a_big_hurry_to_do_nothing amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can...rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)  

Show Notes
Disney announces Abu Dhabi theme park

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>259ai,chips,economy,employment,fed,fomc,inflation,jobs,powell,rates,recession,stagflation,stockmarket,stocks,tariffs,wallstreet,yieldsfalsefullWW International declares Chapter 11https://seekingalpha.com/wsb?source=wsb_podcast:ww_international_declares_chapter_11Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SMCI, UPST, and more
Trump teases 'very, very big' announcement, says 'not necessarily' on trade
Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions
Amazon's Zoox issues software recall, plans to scale up robotaxi production

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65968823Wed, 07 May 2025 10:32:51 +0000Seeking AlphaWW International (WW) sinks on https://seekingalpha.com/news/4442670-ww-international-sinks-on-chapter-11-bankruptcy-declaration?source=wsb_podcast:ww_international_declares_chapter_11 bankruptcy declaration. (00:21) Stock...Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SMCI, UPST, and more
Trump teases 'very, very big' announcement, says 'not necessarily' on trade
Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions
Amazon's Zoox issues software recall, plans to scale up robotaxi production

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>328china,rivianautomotive,stocks,wallstreet,weightwatchers,wwinternationalfalsefullPony AI and Uber team uphttps://seekingalpha.com/wsb?source=wsb_podcast:pony_ai_and_uber_team_uprobotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)

Show Notes 
Palantir gets big backing from Wall Street analysts
BofA gets bullish on energy

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65943309Tue, 06 May 2025 16:22:27 +0000Seeking AlphaThe companies announce a https://seekingalpha.com/news/4441624-pony-ai-uber-ink-robotaxi-partnership?source=wsb_podcast:pony_ai_and_uber_team_up. (0:15) U.S. goods and services...robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)

Show Notes 
Palantir gets big backing from Wall Street analysts
BofA gets bullish on energy

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>365ai,datadog,deficit,earnings,economy,energy,fed,openai,palantir,ponyai,rates,robotaxi,stockmarket,stocks,tariffs,trade,uber,vertex,wallstreet,windsurffalsefullWicked, Hot Wheels drive sales as Mattel preps price hikeshttps://seekingalpha.com/wsb?source=wsb_podcast:wicked_hot_wheels_drive_sales_as-mattel_preps_price_hikeshigher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, F, and more
DoorDash to buy UK food delivery firm Deliveroo for $3.9B
Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit
India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65937847Tue, 06 May 2025 11:00:49 +0000Seeking AlphaMattel (MAT) says https://seekingalpha.com/news/4441242-mattel-says-higher-prices-in-the-us-will-be-a-part-of-its-tariff-mitigation-strategy?source=wsb_podcast:wicked_hot_wheels_drive_sales_as-mattel_preps_price_hikes in the U.S. will be a part of its...higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, F, and more
DoorDash to buy UK food delivery firm Deliveroo for $3.9B
Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit
India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>411100zeros,google,hollywood,mattel,riteaid,stocks,wallstreetfalsefullTariffs hit Hollywoodhttps://seekingalpha.com/wsb?source=wsb_podcast:tariffs_hit_hollywood100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer. (3:19)  

Show Notes 
Equity ETFs are still hot despite market waves

Episode transcripts: seekingalpha.com/wsb  
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Show Notes 
Equity ETFs are still hot despite market waves

Episode transcripts: seekingalpha.com/wsb  
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Show Notes: 
Taiwan dollar surges amid global trade drama
Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures
Stock index futures in red as investors brace for Fed's upcoming rate decision

Episode transcripts: seekingalpha.com/wsb

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Show Notes: 
Taiwan dollar surges amid global trade drama
Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures
Stock index futures in red as investors brace for Fed's upcoming rate decision

Episode transcripts: seekingalpha.com/wsb

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Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts: seekingalpha.com/wsb

Show links: 
Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, AAPl, RDDT, and more
Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend
Key takeaways from Reddit's Q1 report, amid double-digit stock gain
Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report
Trump signs order to end funding for NPR, PBS

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, AAPl, RDDT, and more
Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend
Key takeaways from Reddit's Q1 report, amid double-digit stock gain
Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report
Trump signs order to end funding for NPR, PBS

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Show Notes 
Kohl’s CEO fired for cause

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Show Notes 
Kohl’s CEO fired for cause

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Trump administration said to be investing $500M on developing universal vaccines
Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard
Ford said to abandon effort to develop Tesla-like electronic brain

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Trump administration said to be investing $500M on developing universal vaccines
Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard
Ford said to abandon effort to develop Tesla-like electronic brain

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>415meta,microsoft,openai,stocks,tesla,toolsforhumanity,wallstreetfalsefullU.S. GDP contracts for first time since 2022https://seekingalpha.com/wsb?source=wsb_podcast:us_gdp_contracts_for_first_time_since_2022tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the star of Yum! Earnings. (2:49)  

Show Notes
Wells Fargo likes these utilities stocks
House GOP looks for EV road tax

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Show Notes
Wells Fargo likes these utilities stocks
House GOP looks for EV road tax

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SMCI, and more
General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk
Fed's preferred inflation gauge expected to cool further in March
Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SMCI, and more
General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk
Fed's preferred inflation gauge expected to cool further in March
Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>346snap,sony,stocks,toyota,wallstreet,waymofalsefullWhite House blasts idea of listing tariff costshttps://seekingalpha.com/wsb?source=wsb_podcast:white_house_blasts_idea_of_listing_tariff_costshostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)  

Show Notes
Morgan Stanley’s quality stocks to double down on
Hims & Hers soars on Wegovy deal

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Morgan Stanley’s quality stocks to double down on
Hims & Hers soars on Wegovy deal

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NXPI, BP, and more
Canada election: Carney's Liberals win as Trump threats fuel party's comeback
Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide
Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NXPI, BP, and more
Canada election: Carney's Liberals win as Trump threats fuel party's comeback
Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide
Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>401berryglobalgroup,ford,gm,okta,starbucks,stellantis,stocks,wallstreetfalsefullNew bitcoin fund aims for institutionshttps://seekingalpha.com/wsb?source=wsb_podcast:new_bitcoin_fund_aims_for_institutionsCoinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)    

Show Notes 
Chinese tea chain
Chagee launches in U.S,]]>https://api.spreaker.com/episode/65782590Mon, 28 Apr 2025 16:52:39 +0000Seeking AlphaThe https://seekingalpha.com/news/4436194-coinbase-to-debut-institutional-bitcoin-yield-fund?source=wsb_podcast:new_bitcoin_fund_aims_for_institutions launches this week. (0:15) Could tariffs really...Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)    

Show Notes 
Chinese tea chain
Chagee launches in U.S,]]>314bitcoin,changee,china,coinbase,crypto,dividends,domino's,doordash,earnings,economy,fund,ponyai,robotaxi,stockmarket,stocks,tariffs,taxes,tea,trump,wallstreetfalsefullHuawei preps AI chip to challenge Nvidia: reporthttps://seekingalpha.com/wsb?source=wsb_podcast:hwawei_preps_ai_chip_to_challenge_nvidiatest latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19)  CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TM, AMPY, and more
Big Tech faces high-stakes earnings week amid tariff jitters
Trump ties tariffs to potential tax cuts for middle-income earners
Shein is said to raise U.S. prices up to 377% with new tariffs looming

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TM, AMPY, and more
Big Tech faces high-stakes earnings week amid tariff jitters
Trump ties tariffs to potential tax cuts for middle-income earners
Shein is said to raise U.S. prices up to 377% with new tariffs looming

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>324crowdstrike,huawei,merckkgaa,nvidia,springworks,stocks,wallstreetfalsefullApple, Microsoft, Meta and Amazon, oh myhttps://seekingalpha.com/wsb?source=wsb_podcast:apple_microsoft_meta_and_amazon_oh_myearnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)  

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65770043Sun, 27 Apr 2025 20:08:07 +0000Seeking AlphaFour Magnificent 7 https://seekingalpha.com/article/4778330-microsoft-apple-set-to-report-earnings-as-markets-watch-out-for-core-pce-price-index?source=wsb_podcast:apple_microsoft_meta_and_amazon_oh_my will test the market. (0:17) Bond market will...earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)  

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts: seekingalpha.com/wsb

Show links: 
Netflix Q1 Earnings Call Transcript
Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
Trump Playing Chicken With The World?

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Netflix Q1 Earnings Call Transcript
Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
Trump Playing Chicken With The World?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>668amazon,apple,earnings,economy,fed,guidance,investing,meta,microsoft,netflix,powell,stocks,tariffs,trumpfalsefullHigh costs ground summer travel planshttps://seekingalpha.com/wsb?source=wsb_podcast:high_costs_ground_summer_travel_plansvacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: GOOG, INTC, and more
China mulls exempting select U.S. goods from 125% tariffs - report
Alphabet CEO signals personal ownership optionality for Waymo robotaxis
Apple to shift assembly of all US iPhones to India by 2026 - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: GOOG, INTC, and more
China mulls exempting select U.S. goods from 125% tariffs - report
Alphabet CEO signals personal ownership optionality for Waymo robotaxis
Apple to shift assembly of all US iPhones to India by 2026 - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>381guess?,intel,stocks,summer,travel,wallstreetfalsefullTesla the story of the weekhttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_story_weekresponse (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).

Show Notes:
Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold
Tesla Q1 Earnings Call Transcript
Stressful Markets, But Lots Of Opportunities In Tech

Episode transcripts: seekingalpha.com/wsb

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]]>https://api.spreaker.com/episode/65707483Thu, 24 Apr 2025 18:10:06 +0000Seeking AlphaTesla's bad numbers, market https://seekingalpha.com/article/4777568-tesla-missed-earnings-by-34-percent-yet-the-stock-is-rallying-why?source=wsb_podcast:tesla_story_week (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings,...response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).

Show Notes:
Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold
Tesla Q1 Earnings Call Transcript
Stressful Markets, But Lots Of Opportunities In Tech

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
]]>500economy,elon,ev,ibm,investing,musk,palantir,stocks,tech,technology,tesla,tradingfalsefullIBM fails to shake DOGE worrieshttps://seekingalpha.com/wsb?source=wsb_podcast:ibm_fails_to_shake_doge_worriesshares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21)  

Show Notes
Trump reportedly considering auto tariff relief
PBOC governor espouses free trade
Netflix leadership looking at $1T valuation

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Trump reportedly considering auto tariff relief
PBOC governor espouses free trade
Netflix leadership looking at $1T valuation

Episode transcripts: seekingalpha.com/wsb  
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Show Notes:
Bessent says full China trade deal may take two to three years - report
Longer-end yields tumble as Trump eases Fed fears
Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2%

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Bessent says full China trade deal may take two to three years - report
Longer-end yields tumble as Trump eases Fed fears
Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2%

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>405bessent,economy,fed,investing,markets,musk,powell,rally,stocks,trading,trumpfalsefullBulls cheer Trump-Powell detente, Elon-Tesla reunionhttps://seekingalpha.com/wsb?source=wsb_podcast:bulls_cheer_trump_powell_detente_elon_tesla_reunionno intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50)  

Show Notes
Futures rally as Trump backs off on replacing Powell
FDA spooks bald men

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Show Notes
Futures rally as Trump backs off on replacing Powell
FDA spooks bald men

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>379bonds,centralbank,china,doge,economy,elon,fed,intel,layoffs,musk,powell,recession,stockmarket,stocks,tariffs,tesla,trade,trump,wallstreet,yieldsfalsefullTariff risk flagged as earnings season heats uphttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_risk_flagged_as_earnings_season_heats_upGE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22)  

Show Notes
What to make of Amazon after 30% drop

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Show Notes
What to make of Amazon after 30% drop

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVO, MEDP, and more
Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
U.S. pushes India for full ecommerce market access for trade deal - report
Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVO, MEDP, and more
Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
U.S. pushes India for full ecommerce market access for trade deal - report
Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>326doj,google,milk,nio,stocks,wallstreetfalsefullGreenback takes it on the chinhttps://seekingalpha.com/wsb?source=wsb_podcast:greenback_takes_it_on_the_chinsince early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04)

Show Notes
Chipotle to open in Mexico

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Chipotle to open in Mexico

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, NFLX, and more
China warns against U.S. side deals, threatens retaliation if interests are compromised
U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence
Trump economic approval rating hits new low - CNBC

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, NFLX, and more
China warns against U.S. side deals, threatens retaliation if interests are compromised
U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence
Trump economic approval rating hits new low - CNBC

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>310airbus,boeing,china,malaysia,nvidia,stocks,wallstreetfalsefullTesla and Google earnings aheadhttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_and_google_earnings_aheadramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)  

Show Notes 
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Show Notes 
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>371alphabet,earnings,economy,fed,google,netflix,powell,rates,stockmarket,stocks,tariffs,tesla,trump,wallstreet,yieldsfalsefullEli Lilly sees weight loss pill successhttps://seekingalpha.com/wsb?source=wsb_podcast:eli_lilly_sees_weight_loss_pill_successtrial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48)

Show Notes
The market is still too rosy on the economy
Apple gets a vote of confidence

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
The market is still too rosy on the economy
Apple gets a vote of confidence

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>411airtaxi,apple,diabetes,drug,economy,ev,fed,hertz,lilly,manufacturing,newyork,philly,pill,powell,recession,tariffs,trump,unitedhealth,weight-loss,yieldsfalsefullAnalysts weigh Meta’s future without Instagram, WhatsApphttps://seekingalpha.com/wsb?source=wsb_podcast:analysts_weigh_metas_future_without_instagram_whatsappMETA fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, AA, and more
Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S.
CBP says $500 million collected in reciprocal tariffs since April 5
Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, AA, and more
Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S.
CBP says $500 million collected in reciprocal tariffs since April 5
Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>417china,instagram,mcdonalds,meta,stocks,wallstreet,whatsappfalsefullRetail sales ramp up ahead of tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:retail_sales_ramp_up_ahead_of_tariffsstay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)
 
Show Notes
The bad idea of creating a recession to lower rates

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65594826Wed, 16 Apr 2025 15:52:58 +0000Seeking AlphaConsumers https://seekingalpha.com/news/4431612-core-retail-sales-beat-consensus-in-march-with-headline-number-in-line?source=wsb_podcast:retail_sales_ramp_up_ahead_of_tariffs with spending in March. (0:15) Hertz...stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)
 
Show Notes
The bad idea of creating a recession to lower rates

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333abbottlabs,asml,chips,consumer,earnings,economy,hertz,nvidia,rates,recession,retail,sales,spending,stockmarket,stocks,tariffs,unitedrentals,wallstreetfalsefullNvidia to take $5.5B hit on H20 chiphttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_to_take_55b_hit_on_h20_chiprequires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, UAL, and more
United beats FQ1 estimates but issues profit warning if economy stalls
AST SpaceMobile seesaws amid takeover, contract speculation
Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, UAL, and more
United beats FQ1 estimates but issues profit warning if economy stalls
AST SpaceMobile seesaws amid takeover, contract speculation
Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>438china,harleydavidson,nvidia,stocks,verabradley,wallstreetfalsefullBanks cashing in on a volatile markethttps://seekingalpha.com/wsb?source=wsb_podcast:banks_cashing_in_on_a_volatile_marketearnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)  

Show Notes
What history shows us about tariffs and earnings

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65583070Tue, 15 Apr 2025 17:16:31 +0000Seeking AlphaBank https://seekingalpha.com/news/4431106-bank-of-america-q1-earnings-beat-as-net-interest-income-sales-and-trading-revenue-rise?source=wsb_podcast:banks_cashing_in_on_a_volatile_market show strong trading revenue amid big swings. (0:16) HPE draws...earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)  

Show Notes
What history shows us about tariffs and earnings

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>368activist,albertsons,bankofamerica,banks,citi,earnings,economy,financials,hp,j&j,manufacturing,recession,stockmarket,stocks,tariffs,uber,volatility,wallstreet,waymo,yieldsfalsefullIs Boeing being grounded by China?https://seekingalpha.com/wsb?source=wsb_podcast:is_boeing_being_grounded_by_chinaorders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030: report. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ERIC, BA, and more
New tariffs? U.S. probes pharma, chip imports' impact on national security
SA Asks: How will higher tariffs impact Disney?
AMD to make CPU chips at TSMC's Arizona plant

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65578817Tue, 15 Apr 2025 10:50:22 +0000Seeking AlphaChina https://seekingalpha.com/news/4431087-china-orders-freeze-on-boeing-deliveries-in-trade-spat-with-us---report?source=wsb_podcast:is_boeing_being_grounded_by_china on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz...orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030: report. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ERIC, BA, and more
New tariffs? U.S. probes pharma, chip imports' impact on national security
SA Asks: How will higher tariffs impact Disney?
AMD to make CPU chips at TSMC's Arizona plant

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>351boeing,china,hertz,netflix,stocks,wallstreetfalsefullApple's iPhone tops smartphone chartshttps://seekingalpha.com/wsb?source=wsb_podcast:apples_iphone_tops_smartphone_chartsmarket share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)  

Show Notes
50 most liquid stocks
50 least liquid stocks

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65567000Mon, 14 Apr 2025 14:45:07 +0000Seeking AlphaThe iPhone had the largest https://seekingalpha.com/news/4430730-apple-takes-top-spot-in-global-smartphone-market-in-q1---counterpoint?source=wsb_podcast:apples_iphone_tops_smartphone_charts in Q1, followed by Samsung. (0:15) Pfizer...market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)  

Show Notes
50 most liquid stocks
50 least liquid stocks

Episode transcripts: seekingalpha.com/wsb  
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>330ai,apple,chips,crocs,drug,earth,iphone,liquidity,nvidia,pfizer,rare,samsung,smartphone,stockmarket,stocks,tariffs,wallstreet,weight-lossfalsefullGoldman sees oil sliding into 2026https://seekingalpha.com/wsb?source=wsb_podcast:goldman_sees_oil_sliding_into_2026supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Tech stocks, and more
Which stocks are least liquid? Goldman Sachs lists 50 of them
Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz
China suspends rare earth exports as trade war with U.S. escalates - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65565514Mon, 14 Apr 2025 10:42:48 +0000Seeking AlphaOil prices to fall through 2026 on https://seekingalpha.com/news/4430692-oil-prices-to-fall-through-2026-on-supply-glut-goldman-sachs?source=wsb_podcast:goldman_sees_oil_sliding_into_2026 – Goldman Sachs. (00:20) Sony...supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Tech stocks, and more
Which stocks are least liquid? Goldman Sachs lists 50 of them
Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz
China suspends rare earth exports as trade war with U.S. escalates - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>377china,oil,sony,stocks,tech,wallstreetfalsefullWhat gets a tariff break?https://seekingalpha.com/wsb?source=wsb_podcast:what_gets_a_tariff_breakexemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)  

Show Notes
Earnings Calendar
Most liquid stocks
Least liquid stocks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65560451Sun, 13 Apr 2025 21:27:36 +0000Seeking AlphaTrump carves out https://seekingalpha.com/news/4430639-to-tariff-or-not-to-tariff-trump-to-provide-update-on-chips-tariffs-on-monday?source=wsb_podcast:what_gets_a_tariff_break for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last...exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)  

Show Notes
Earnings Calendar
Most liquid stocks
Least liquid stocks

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NVS, JOBY, and more
FDA to phase out animal testing requirement, adopt AI methods
U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NVS, JOBY, and more
FDA to phase out animal testing requirement, adopt AI methods
U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE

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Show Notes
Get DoorDash from a robot

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
Get DoorDash from a robot

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DJT, X, and more
Google reiterates $75B spending plan for data centers amid tariff woes
Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
EU said to weigh buying more U.S. gas, but green transition still in focus

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DJT, X, and more
Google reiterates $75B spending plan for data centers amid tariff woes
Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
EU said to weigh buying more U.S. gas, but green transition still in focus

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Show Notes
China boosts tariffs on U.S.

Episode transcripts: seekingalpha.com/wsb  
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Show Notes
China boosts tariffs on U.S.

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BTU, CALM, and more
Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
Trump says TSMC would face 100% tax if it doesn't build in U.S.
Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BTU, CALM, and more
Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
Trump says TSMC would face 100% tax if it doesn't build in U.S.
Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs

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Show Notes
Apple Stores see iPhone ‘panic selling.’
The Curious Case of Rising Treasury Yields
Small-cap picks that can outperform

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Show Notes
Apple Stores see iPhone ‘panic selling.’
The Curious Case of Rising Treasury Yields
Small-cap picks that can outperform

Episode transcripts: seekingalpha.com/wsb  
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers stocks, and more
Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
BlackRock’s Fink sees ‘buying opportunity’ during market selloff

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers stocks, and more
Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
BlackRock’s Fink sees ‘buying opportunity’ during market selloff

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Show Notes 
Trump threatens 50% more tariffs on China
MicroStrategy announces major digital loss

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Show Notes 
Trump threatens 50% more tariffs on China
MicroStrategy announces major digital loss

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Magnificent seven, crypto stocks, and more
Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit
Asia panic selling: Circuit breakers triggered in Japan, South Korea and Taiwan
Israel's Netanyahu becomes first foreign leader to discuss tariffs in Washington

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Magnificent seven, crypto stocks, and more
Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit
Asia panic selling: Circuit breakers triggered in Japan, South Korea and Taiwan
Israel's Netanyahu becomes first foreign leader to discuss tariffs in Washington

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>392apple,asia,bitcoin,oil,stocks,tesla,wallstreetfalsefullEarnings season kicks off with market in grips of tariff traumahttps://seekingalpha.com/wsb?source=wsb_podcast:earnings_season_kicks_off_with_market_in_grips_of_tariff_traumatariff delay. (4:46)  

Show Notes 
Earnings Calendar
Bill Gross warns against buying the dip

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Show Notes 
Earnings Calendar
Bill Gross warns against buying the dip

Episode transcripts: seekingalpha.com/wsb
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Show Notes:
Tesla: A Nuanced Bull/Bear Conversation
Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears
The full list of U.S. tariff rates and the countries targeted

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Tesla: A Nuanced Bull/Bear Conversation
Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears
The full list of U.S. tariff rates and the countries targeted

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data
Trump says open to tariff negotiations if offered something 'phenomenal'

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data
Trump says open to tariff negotiations if offered something 'phenomenal'

Episode transcripts: seekingalpha.com/wsb

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Show Notes
S&P at risk of another 20% drop

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Show Notes
S&P at risk of another 20% drop

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, NKE, and more
The full list of U.S. tariff rates and the countries targeted
WW International in talks to restructure debt, handing control to bondholders
Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ
Newsmax stock loses steam and gives up gains from post-IPO excitement

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, NKE, and more
The full list of U.S. tariff rates and the countries targeted
WW International in talks to restructure debt, handing control to bondholders
Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ
Newsmax stock loses steam and gives up gains from post-IPO excitement

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384mitsubishi,rh,stocks,tariffs,wallstreetfalsefullTesla reports worst deliveries since '22https://seekingalpha.com/wsb?source=wsb_podcast:tesla_reports_worst_deliveries_since_22disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42)  

Show Notes
BofA picks 9 buys, 1 sell for Q2

Episode transcripts: seekingalpha.com/wsb
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Show Notes
BofA picks 9 buys, 1 sell for Q2

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more
CoreWeave rockets on third day of trading after tepid IPO response
Big Pharma drops sharply ahead of Trump’s tariff announcement
Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65309952Wed, 02 Apr 2025 10:43:02 +0000Seeking AlphaWalmart (WMT) pushes Chinese suppliers to https://seekingalpha.com/news/4427856-walmart-pushes-chinese-suppliers-to-reduce-prices-amid-trump-tariff-fears---report?source=wsb_podcast:big_retailers_ask_china_for_help_ahead_of_tariff_announcement amid...reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more
CoreWeave rockets on third day of trading after tepid IPO response
Big Pharma drops sharply ahead of Trump’s tariff announcement
Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint

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Show Notes
The best stocks to navigate tariffs
Citi says Apple looking attractive

Episode transcripts: seekingalpha.com/wsb
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Show Notes
The best stocks to navigate tariffs
Citi says Apple looking attractive

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NMAX, PVH, LPRO and more
OpenAI secures $40B funding, valuing ChatGPT maker at $300B
Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts
Li Auto’s Q1 deliveries rise 15% Y/Y
Wall Street Breakfast March survey

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NMAX, PVH, LPRO and more
OpenAI secures $40B funding, valuing ChatGPT maker at $300B
Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts
Li Auto’s Q1 deliveries rise 15% Y/Y
Wall Street Breakfast March survey

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>292intel,softbank,stocks,wallstreet,xiaomifalsefullGoldman Sachs gets more bearish on stockshttps://seekingalpha.com/wsb?source=wsb_podcast:goldman_sachs_gets_more_bearish_on_stockssecond time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55)

Show Notes
Is Apple’s rumored Nvidia server buy a big deal?

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Is Apple’s rumored Nvidia server buy a big deal?

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: WRB, NCTY
Oppenheimer names BDCs likely to hold up even with declining rates
Trump says TikTok deal to close before April 5 deadline
TSM reaffirms pledge to Taiwan with new facility amid US expansion - report
Wall Street Breakfast March survey

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: WRB, NCTY
Oppenheimer names BDCs likely to hold up even with declining rates
Trump says TikTok deal to close before April 5 deadline
TSM reaffirms pledge to Taiwan with new facility amid US expansion - report
Wall Street Breakfast March survey

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>365apple,china,elililly,spacex,stocks,tech,wallstreetfalsefullTariff D-Day arrives as stagflation fears risehttps://seekingalpha.com/wsb?source=wsb_podcast:tarriff_d_day_arrives_as_stagflation_fears_risetariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369dividends,earnings,economy,income,inflation,jobs,liberation,musk,payrolls,stagflation,stockmarket,stocks,tariffs,trade,trump,unemployment,wallstreet,x,xaifalsefullTariffs, tech sluggishness, gold, bitcoin, and inflationhttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_tech_sluggishness_gold_bitcoinGold, Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20).

Show links: 
The US will not enter a ‘demand-driven’ recession – says BCA
GameStop slides 25% as Bitcoin buzz flips to investor skepticism
Start the tariff engines: What does 'Made in America' mean?

Episode transcripts: seekingalpha.com/wsb

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Show links: 
The US will not enter a ‘demand-driven’ recession – says BCA
GameStop slides 25% as Bitcoin buzz flips to investor skepticism
Start the tariff engines: What does 'Made in America' mean?

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: LULU, X, and more
Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM
Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report
Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts
HSBC terminated investment bankers on bonus day, didn't pay bonuses: report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: LULU, X, and more
Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM
Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report
Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts
HSBC terminated investment bankers on bonus day, didn't pay bonuses: report

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Show Notes
‘Market crash’ on horizon - survey

Episode transcripts: seekingalpha.com/wsb
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Show Notes
‘Market crash’ on horizon - survey

Episode transcripts: seekingalpha.com/wsb
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Show links: 
Energy executives worried about Trump's policies, Dallas Fed says
President Trump signs executive order imposing 25% tariffs on foreign-made autos
Bank of America hikes gold price forecast with $3,500 in sight

Episode transcripts: seekingalpha.com/wsb

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Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/65154013Thu, 27 Mar 2025 10:10:07 +0000Seeking AlphaTrump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35)....Copper prices hit another record high, gold poised to rise (4:25). 

Show links: 
Energy executives worried about Trump's policies, Dallas Fed says
President Trump signs executive order imposing 25% tariffs on foreign-made autos
Bank of America hikes gold price forecast with $3,500 in sight

Episode transcripts: seekingalpha.com/wsb

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Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>437auto,copper,economy,energy,gold,inflation,investing,investors,stocks,tariffs,trumpfalsefullU.S. expands blacklist, tightens tech grip on Chinahttps://seekingalpha.com/wsb?source=wsb_podcast:us_expands_blacklist_tightens_tech_grip_on_chinablacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GME, HUMA, and more
Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high
Canada halts Tesla rebate payments, moves to block future incentives
Stock market selloffs may have ‘washed out’ some buyers: IBKR

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GME, HUMA, and more
Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high
Canada halts Tesla rebate payments, moves to block future incentives
Stock market selloffs may have ‘washed out’ some buyers: IBKR

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>361blacklist,china,gamestop,gme,goto,grab,stocks,wallstreetfalsefullMaserati sets autonomous driving speed recordhttps://seekingalpha.com/wsb?source=wsb_podcast:maserati_sets_autonomous_driving_speed_recordnearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)  

Show Notes 
Vanguard cuts U.S. growth forecast

Episode transcripts: seekingalpha.com/wsb
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Show Notes 
Vanguard cuts U.S. growth forecast

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>353autonomous,cloudflare,confidence,consumer,driving,economy,gdp,inflation,jobs,kbhome,maserati,mobileye,prediction,probe,record,robinhood,speed,stockmarket,stocks,wallstreetfalsefullShell pledges bigger buybacks, tighter spendinghttps://seekingalpha.com/wsb?source=wsb_podcast:shell_pledges_bigger_buybacks_tighter_spendingpayouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DJT, KBH, and more
Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report
End of the road: Kenworth to discontinue iconic W900 truck after 6 decades
BYD Company’s revenue tops $100 billion in FY24

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DJT, KBH, and more
Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report
End of the road: Kenworth to discontinue iconic W900 truck after 6 decades
BYD Company’s revenue tops $100 billion in FY24

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>351krispykreme,shell,stocks,tesla,wallstreetfalsefullHouseholds face $3 trillion in lost stock wealth this quarterhttps://seekingalpha.com/wsb?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarterequity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57)
 
Show Notes
Ford F-150 faces regulatory investigation

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65083620Mon, 24 Mar 2025 15:55:23 +0000Seeking AlphaBofA estimates a third of last year’s https://seekingalpha.com/news/4423929-u-s-household-equity-wealth-could-fall-by-3t-this-quarter?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter could be gone. (0:15) PMI figures...equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57)
 
Show Notes
Ford F-150 faces regulatory investigation

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, SMCI, and more
International names dominate list of cheap stocks with strong momentum
AI boom echoes dot-com bubble, but with key differences: Bloomberg
Luxury cars face biggest challenges from Trump's tariffs, WSJ reports

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, SMCI, and more
International names dominate list of cheap stocks with strong momentum
AI boom echoes dot-com bubble, but with key differences: Bloomberg
Luxury cars face biggest challenges from Trump's tariffs, WSJ reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>31623andme,azek,furiosaai,jameshardie,metaplatforms,stocks,wallstreetfalsefullTests for transitory inflation and AI IPOshttps://seekingalpha.com/wsb?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_iposCoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)

Show Notes
Stocks that weather downturns the best
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65049789Sun, 23 Mar 2025 17:28:55 +0000Seeking AlphaThe Fed's favorite inflation measure is seen ticking up. (0:17) https://seekingalpha.com/news/4422734-coreweave-seeks-26b-valuation-in-us-ipo?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos will gauge AI trade demand. (1:55) GameStop...CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)

Show Notes
Stocks that weather downturns the best
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>357ai,coreweave,dividends,durable,earnings,economy,fed,gamestop,gdp,inflation,ipo,nvidia,pce,prices,rates,retail,stockmarket,stocks,wallstreetfalsefullSummer cuts coming? Sticky inflation will keep gold in spotlighthttps://seekingalpha.com/wsb?source=wsb_podcast:summer_rates_coming
Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Quantum stocks, FDX, and more
Trump to announce new Air Force contract for next-gen fighter jet
Nvidia teams up with French quantum computing start-up Pasqal
FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65011909Fri, 21 Mar 2025 10:36:13 +0000Seeking Alphahttps://seekingalpha.com/news/4423216-gold-futures-add-to-record-in-eight-day-win-streak-citi-sees-gold-up-to-3500-by-year-end?source=wsb_podcast:gold_extends_record_run add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end....Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Quantum stocks, FDX, and more
Trump to announce new Air Force contract for next-gen fighter jet
Nvidia teams up with French quantum computing start-up Pasqal
FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336florida,gold,nike,stocks,wallstreetfalsefullNvidia-backed CoreWeave aims to raise $2.7B in IPOhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo$26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) 

Show Notes
Nearly all the AI valuation premium is gone

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/65001192Thu, 20 Mar 2025 20:05:07 +0000Seeking AlphaThe CoreWeave https://seekingalpha.com/news/4422734-coreweave-seeks-26b-valuation-in-us-ipo?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo is scaled back from initial expectations. (0:15)  Existing home sales...$26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) 

Show Notes
Nearly all the AI valuation premium is gone

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>376accenture,ai,chatgpt,chips,cloud,coreweave,doge,earnings,economy,gtc,homes,housing,ipo,jabil,microsoft,nasdaq,nvidia,stockmarket,stocks,wallstreetfalsefullMarch Madness heats up, bets roll inhttps://seekingalpha.com/wsb?source=wsb_podcast:march_madness_heats_up_bets_roll_inMarch Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: YY, FIVE, and more
Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
Musk’s X raises almost $1 billion in new equity funding - report
Gold extends rally after Fed holds the line on interest rates

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: YY, FIVE, and more
Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
Musk’s X raises almost $1 billion in new equity funding - report
Gold extends rally after Fed holds the line on interest rates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>417coreweave,draftkings,fanduel,marchmadness,ncaa,sanofi,stocks,wallstretfalsefullFed deja vu: Powell calls tariff inflation transitoryhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitoryechoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)

Show Notes
Unpacking Nvidia GTC
Global ETFs shine

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Unpacking Nvidia GTC
Global ETFs shine

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: STNE, GILD, and more
Nvidia GTC 2025: Rubin, reasoning, robotics and more
Tesla removed from 2025 Vancouver International Auto Show
SA Asks: How will the $32B Wiz deal impact Google?

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/64972156Wed, 19 Mar 2025 10:55:51 +0000Seeking AlphaGeneral Motors (GM) https://seekingalpha.com/news/4421986-general-motors-deepens-its-partnership-with-nvidia-as-it-looks-toward-next-gen-vehicles?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles with Nvidia (NVDA) as it looks...deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: STNE, GILD, and more
Nvidia GTC 2025: Rubin, reasoning, robotics and more
Tesla removed from 2025 Vancouver International Auto Show
SA Asks: How will the $32B Wiz deal impact Google?

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>367autodesk,generalmotors,gm,nvidia,starboard,stocks,wallstreet,xiaomifalsefullTariffs and other inflationary pressureshttps://seekingalpha.com/wsb?source=wsb_podcast:tariffs_other_inflationary_pressuresThis is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dollar sinks on economic worries ahead of the Fed meet-Currency Recap
Wholesale egg prices drop, but retail rates could take time to catch up
Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64959018Tue, 18 Mar 2025 18:05:23 +0000Seeking AlphaEconomist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent...This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dollar sinks on economic worries ahead of the Fed meet-Currency Recap
Wholesale egg prices drop, but retail rates could take time to catch up
Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>461economy,fed,inflation,investing,recession,stocks,tariff,trumpfalsefullWholesale egg prices drop, retail lagshttps://seekingalpha.com/wsb?source=wsb_podcast:wholesale_egg_prices-drop_retail_lagsretail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: GRAB, BIDU, and more
SA Maps: Tracking benchmark interest rates around the world
Which beaten down stocks have the best chance for a quick rebound?
Grab said to be moving forward with GoTo takeover

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64952749Tue, 18 Mar 2025 10:55:50 +0000Seeking AlphaWholesale egg prices drop, but https://seekingalpha.com/news/4421588-wholesale-egg-prices-drop-retail-outlook?source=wsb_podcast:wholesale_egg_prices-drop_retail_lags could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to...retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: GRAB, BIDU, and more
SA Maps: Tracking benchmark interest rates around the world
Which beaten down stocks have the best chance for a quick rebound?
Grab said to be moving forward with GoTo takeover

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>357alphabet,byd,eggprices,eggs,stocks,wallstreet,wizfalsefullMarkets don't like uncertaintyhttps://seekingalpha.com/wsb?source=wsb_podcast:markets_dont_like_uncertaintyThis is an excerpt from a recent Investing Experts conversation.

Show Notes:
Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision
Brace For Turbulence: Navigating Rough Market Conditions Ahead

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64938291Mon, 17 Mar 2025 17:35:46 +0000Seeking AlphaKim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent...This is an excerpt from a recent Investing Experts conversation.

Show Notes:
Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision
Brace For Turbulence: Navigating Rough Market Conditions Ahead

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>474dividends,economy,inflation,investing,news,portfolio,stocks,tarifffalsefullBuffett raises stakes in Japanese trading houseshttps://seekingalpha.com/wsb?source=wsb_podcast:buffett_raises_stakes_in_japanese_trading_housesincreases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NCLH and NIU
SA Asks: What's next for quantum computing stocks?
What will happen to payment stocks in a recession? Bernstein takes clues from 2008
Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64931998Mon, 17 Mar 2025 10:53:27 +0000Seeking AlphaWarren Buffett's Berkshire Hathaway (BRK.B) https://seekingalpha.com/news/4421058-warren-buffetts-berkshire-hathaway-increases-stakes-in-five-japanese-trading-houses?source=wsb_podcast:buffett_raises_stakes_in_japanese_trading_houses in five Japanese...increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NCLH and NIU
SA Asks: What's next for quantum computing stocks?
What will happen to payment stocks in a recession? Bernstein takes clues from 2008
Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>308forever21,japan,jobyaviation,stocks,virginatlantic,wallstreet,warrenbuffettfalsefullNvidia GTC may be only hope for animal spiritshttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_gtc_may_be_only_hope_for_animal_spiritsNvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64920684Sun, 16 Mar 2025 19:16:00 +0000Seeking AlphaBullish AI news from https://seekingalpha.com/news/4420736-nvidia-gtc-preview-rubin-china-competition-and-more?source=wsb_podcast:nvidia_gtc_may_be_only_hope_for_animal_spirits could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find...Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369ai,billgross,correction,earnings,economy,fed,fedex,fomc,gdp,gtc,inflation,jobs,nvidia,powell,rates,recession,shutdown,stockmarket,stocks,tariffsfalsefullAmid market turmoil; compelling earnings cominghttps://seekingalpha.com/wsb?source=wsb_podcast:market_turmoil_compelling_earnings
Episode transcripts: seekingalpha.com/wsb

Show links: 
Novo Nordisk slips after data for next-gen obesity drug
Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs
Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64886524Fri, 14 Mar 2025 18:31:42 +0000Seeking AlphaInvestors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week...
Episode transcripts: seekingalpha.com/wsb

Show links: 
Novo Nordisk slips after data for next-gen obesity drug
Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs
Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>840ai,business,earnings,ev,fed,fedex,finance,investing,investors,macro,micron,news,nio,nvidia,stocks,tech,xpengfalsefullBC unplugs Tesla from charger rebateshttps://seekingalpha.com/wsb?source=wsb_podcast:bc_unplugs_tesla_from_charger_rebatesstops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, PTON, and more
Trump to invoke wartime law as soon as Friday to fast-track deportations - report
Morgan Stanley’s top quality stocks to own for the long term
S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64878646Fri, 14 Mar 2025 10:37:06 +0000Seeking AlphaBritish Columbia https://seekingalpha.com/news/4420553-british-columbia-stops-rebates-on-tesla-chargers-battery-installations?source=wsb_podcast:bc_unplugs_tesla_from_charger_rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta...stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, PTON, and more
Trump to invoke wartime law as soon as Friday to fast-track deportations - report
Morgan Stanley’s top quality stocks to own for the long term
S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385bc,liauto,stocks,tesla,ulta,wallstreetfalsefullThe faster you go down, the sooner you hit bottomhttps://seekingalpha.com/wsb?source=wsb_podcast:faster_you_go_down_sooner_hit_bottom
Episode transcripts: seekingalpha.com/wsb

Show links: 
S&P on track to end in correction territory, Nasdaq slumps more than 2%
February sees surge in short interest for crypto stocks led by MSTR, COIN

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64866271Thu, 13 Mar 2025 18:36:09 +0000Seeking AlphaBig sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35). Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:faster_you_go_down_sooner_hit_bottom Show...
Episode transcripts: seekingalpha.com/wsb

Show links: 
S&P on track to end in correction territory, Nasdaq slumps more than 2%
February sees surge in short interest for crypto stocks led by MSTR, COIN

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>243bitcoin,crypto,dow,financials,investing,nasdaq,news,s&p,stocks,tradingfalsefullIntel names familiar face to leadhttps://seekingalpha.com/wsb?source=wsb_podcast:intel_names_familiar_face_to_leadnew CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: INTC, ADBE, and more
SentinelOne tumbles as weak guidance overshadows Q4 results
EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
Budweiser APAC mulls job cuts to reduce costs by 15% - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64858945Thu, 13 Mar 2025 10:27:31 +0000Seeking AlphaIntel (INTC) announces Lip-Bu Tan as https://seekingalpha.com/news/4420037-intel-announces-lip-bu-tan-as-new-ceo?source=wsb_podcast:intel_names_familiar_face_to_lead; stock jumps. (00:22) NASA-SpaceX...new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: INTC, ADBE, and more
SentinelOne tumbles as weak guidance overshadows Q4 results
EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
Budweiser APAC mulls job cuts to reduce costs by 15% - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>291intel,nasa,spacex,spiritairlines,stocks,wallstreetfalsefullInflation party wraps up earlyhttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_party_wraps_up_earlysigns of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)

Show Notes
Nvidia's GTC can't come fast enough 

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/64841723Wed, 12 Mar 2025 17:02:33 +0000Seeking AlphaCPI rose less than expected, but under the hood https://seekingalpha.com/news/4419779-cpi-inflation-slows-more-than-expected-in-february?source=wsb_podcast:inflation_party_wraps_up_early lurk. (0:14) iRobot in...signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)

Show Notes
Nvidia's GTC can't come fast enough 

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>359apple,casey's,cpi,earnings,economy,fed,ibm,inflation,irobot,nvidia,prices,rates,recession,royalties,spotify,stockmarket,stocks,tariffs,wallstreetfalsefullGoogle revisits AR with fresh set of eyeshttps://seekingalpha.com/wsb?source=wsb_podcast:google_revisits_ar_with_fresh_set_of_eyespurchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
 
Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GRPN, MOMO, and more
TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
Musk pledges to double Tesla’s U.S. production amid support for Trump
Roche, Zealand Pharma enter $5.3B license deal for obesity treatment

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64834003Wed, 12 Mar 2025 10:26:55 +0000Seeking AlphaGoogle (GOOG) (GOOGL) nears https://seekingalpha.com/news/4419616-google-nears-purchase-of-adhawk-as-part-of-headset-smart-glasses-strategy-report?source=wsb_podcast:google_revisits_ar_with_fresh_set_of_eyes as part of headset, smart glasses strategy:...purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
 
Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GRPN, MOMO, and more
TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
Musk pledges to double Tesla’s U.S. production amid support for Trump
Roche, Zealand Pharma enter $5.3B license deal for obesity treatment

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Show Notes
Is this the market bottom?

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Is this the market bottom?

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332ai,alphabet,bags,economy,google,musk,nuclear,southwest,stockmarket,stocks,tesla,trump,verizon,wallstreetfalsefullOracle dips despite backlog growthhttps://seekingalpha.com/wsb?source=wsb_podcast:oracle_dips_despite_backlog_growthrevenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: DAL, TSLA, and more
SA analysts mixed on when stocks will rebound following sell-off
Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: DAL, TSLA, and more
SA analysts mixed on when stocks will rebound following sell-off
Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>378coreweave,oracle,stocks,tesla,wallstreetfalsefullMarkets on full recession alerthttps://seekingalpha.com/wsb?source=wsb_podcast:markets_on_full_recession_alertplunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)

Show Notes
Has the government forgotten what a real recession is? 

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Has the government forgotten what a real recession is? 

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, CKPT, and more
Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis
India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M
XPeng eyes mass production of flying cars, humanoid robots by 2026

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, CKPT, and more
Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis
India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M
XPeng eyes mass production of flying cars, humanoid robots by 2026

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332canada,doordash,servicenow,stocks,wallstreet,williamssonomafalsefullLast CPI before tariffs impacthttps://seekingalpha.com/wsb?source=wsb_podcast:last_cpi_before_tariffs_impactreport earnings. (2:12) DOJ still wants to break up Google. (3:41)

Show Notes
Piper Sandler's actionable picks amid selloff
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Piper Sandler's actionable picks amid selloff
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Show links: 
Anheuser-Busch Q4 Earnings Transcript
U.S. trade deficit has spiked to record highs amid tariffs fears
A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper

Episode transcripts: seekingalpha.com/wsb

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Show links: 
Anheuser-Busch Q4 Earnings Transcript
U.S. trade deficit has spiked to record highs amid tariffs fears
A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: AVGO, LUNR, and more
SpaceX's Starship explodes after launch again, debris disrupts Florida flights
Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
Trump establishes Strategic Bitcoin Reserve
Cryptocurrency may likely remain under pressure over near term - JPM

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: AVGO, LUNR, and more
SpaceX's Starship explodes after launch again, debris disrupts Florida flights
Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
Trump establishes Strategic Bitcoin Reserve
Cryptocurrency may likely remain under pressure over near term - JPM

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>424hewlettpackard,hpe,intuitivemachines,paramount,skydance,stocks,wallstreetfalsefullAlibaba touts DeepSeek rivalhttps://seekingalpha.com/wsb?source=wsb_podcast:alibaba_touts_deepseek_rivalAI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)

Show Notes
Layoffs soar as DOGE bites
Marvell shares tumble

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Layoffs soar as DOGE bites
Marvell shares tumble

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>412ai,alcohol,alibaba,brown-forman,canada,china,deepseek,deficit,earnings,economy,hims&hers,imports,jobs,layoffs,marvell,mongodb,s&p500,stocks,tariffs,tradefalsefullSeven & i names new CEO, plans U.S. IPO, buybackhttps://seekingalpha.com/wsb?source=wsb_podcast:seven_i_names_new_ceo_plans_u_s_ipo_buyback7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MRVL, ZS, and more
Microsoft withdraws some agreements with CoreWeave - report
Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI
Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MRVL, ZS, and more
Microsoft withdraws some agreements with CoreWeave - report
Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI
Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>404spacex,starlink,stocks,victoriassecret,wallstreetfalsefullGet a PhD AI agent for $20K a monthhttps://seekingalpha.com/wsb?source=wsb_podcast:get_a_phd_ai_agent_for_20k_a_monthAI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)

Show Notes
Tech stocks that can withstand the storm
Disney planning ABC layoffs

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Tech stocks that can withstand the storm
Disney planning ABC layoffs

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338abercrombie&fitch,adp,agent,ai,chatgpt,derivatives,disney,earnings,economy,inflation,ism,jobs,labor,layoffs,openai,palantir,payrolls,prices,rubles,russiafalsefullCrowdStrike beats Q4, stock slipshttps://seekingalpha.com/wsb?source=wsb_podcast:crowdstrike_beats_q4_stock_slipsweak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, AVAV, and more
SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech
Trump defends tariffs after markets close significantly down
Google urges DOJ to avoid breaking up company - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, AVAV, and more
SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech
Trump defends tariffs after markets close significantly down
Google urges DOJ to avoid breaking up company - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>360crowdstrike,disney,stocks,tiktok,wallstreetfalsefullStock gains since Election Day erasedhttps://seekingalpha.com/wsb?source=wsb_podcast:stock_gains_since_election_day_erasedbro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) 

Show Notes
Stocks best insulated from tariffs
Okta rallies post-earnings

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Stocks best insulated from tariffs
Okta rallies post-earnings

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>304autonomous,earnings,economy,election,ev,fsd,okta,selloff,stockmarket,stocks,target,tariffs,tesla,trumptrade,uber,wallstreet,waymo,yieldsfalsefullTariff hit sends auto stocks slidinghttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_hit_sends_auto_stocks_slidingrattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WBA, ILMN, and more
Investors may be riding a ‘bucking bronco’ stock market into April
Bitcoin's back to where it started after strategic reserve spike
Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WBA, ILMN, and more
Investors may be riding a ‘bucking bronco’ stock market into April
Bitcoin's back to where it started after strategic reserve spike
Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>39423andme,auto,stocks,tariffs,walgreens,wallstreetfalsefullStagflation scarehttps://seekingalpha.com/wsb?source=wsb_podcast:stagflation_scaresurge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)

Show Notes
Goldman's cheap healthcare picks
Kroger CEO out for personal conduct
Domino's joins the stuffed crust scene

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64677763Mon, 03 Mar 2025 18:46:21 +0000Seeking AlphaISM shows https://seekingalpha.com/news/4416220-u_s_-ism-manufacturing-pmi-edges-down-slightly-less-than-expected-in-february?source=wsb_podcast:stagflation_scare and weaker manufacturing activity. (0:15) AbbVie gets into...surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)

Show Notes
Goldman's cheap healthcare picks
Kroger CEO out for personal conduct
Domino's joins the stuffed crust scene

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>307abbvie,bonds,ceo,cigars,domino's,economy,inflation,ism,kroger,manufacturing,obesity,philipmorris,resign,stagflation,stockmarket,stocks,stuffercrust,yieldsfalsefullU.S. crypto reserve takes shapehttps://seekingalpha.com/wsb?source=wsb_podcast:us_crypto_reserve_takes_shapestrategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more
Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week
China's Honor plans to invest over $10B in AI devices
Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/64671520Mon, 03 Mar 2025 11:56:23 +0000Seeking AlphaCryptocurrencies rally as Trump hypes up https://seekingalpha.com/news/4415923-bitcoin-crosses-95k-as-trump-hypes-up-crypto-strategic-reserve?source=wsb_podcast:us_crypto_reserve_takes_shape, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy...strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more
Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week
China's Honor plans to invest over $10B in AI devices
Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>418crypto,jeremygrantham,stocks,teslatakedown,wallstreetfalsefullJobs report will be watched for DOGE impacthttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_report_will_be_watched_for_doge_impactseen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)

Show Notes
Earnings Calendar
Time to stop using bonds as a hedge?

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64659434Sun, 02 Mar 2025 16:24:35 +0000Seeking AlphaPayrolls https://seekingalpha.com/news/4415677-catalyst-watch-tariff-reality-target-earnings-volatility-and-the-february-jobs-report?source=wsb_podcast:jobs_report_will_be_watched_for_doge_impact by 150,000 with jobless rate staying at 4%. (0:18)...seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)

Show Notes
Earnings Calendar
Time to stop using bonds as a hedge?

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>363ai,bonds,china,deepseek,dividends,doge,earnings,economy,employment,fed,jobs,layoffs,rates,stockmarket,stocks,target,wallstreet,yieldsfalsefullNvidia's solid earnings, jobs expectations and fighting inflationhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_earnings_fighting_inflationearnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).

Episode transcripts: seekingalpha.com/wsb.

Show links: 
UnitedHealth sends Medicare insurers lower after report on DoJ probe
Elon Musk’s DOGE agents said to have gained access to Medicare systems
AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64630495Fri, 28 Feb 2025 17:48:36 +0000Seeking AlphaNvidia's solid https://seekingalpha.com/symbol/NVDA/earnings?source=wsb_podcast:nvidia_earnings_fighting_inflation - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe,...earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).

Episode transcripts: seekingalpha.com/wsb.

Show links: 
UnitedHealth sends Medicare insurers lower after report on DoJ probe
Elon Musk’s DOGE agents said to have gained access to Medicare systems
AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>855ai,earnings,fed,inflation,investing,news,nvidia,stocks,walmartfalsefullRocketlab drops, SoundHound climbs in premarket tradinghttps://seekingalpha.com/wsb?source=wsb_podcast:rocketlab_drops_soundhound_climbs_in_premarket_tradingBiggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Bitcoin falls below $80,000, at risk of erasing all post-election gains
Red Robin's surprise rally shows investor confidence in turnaround plan
Alphabet falls into oversold territory for the first time in 5 months

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64623830Fri, 28 Feb 2025 11:34:58 +0000Seeking Alphahttps://seekingalpha.com/news/4415424-biggest-stock-movers-friday-hpq-soun-and-more?source=wsb_podcast:rocketlab_drops_soundhound_climbs_in_premarket_trading Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California...Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Bitcoin falls below $80,000, at risk of erasing all post-election gains
Red Robin's surprise rally shows investor confidence in turnaround plan
Alphabet falls into oversold territory for the first time in 5 months

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>309edisoninternational,rocketlab,soundhound,stocks,thailand,tiktok,wallstreetfalsefullBearish sentiment on stocks soarshttps://seekingalpha.com/wsb?source=wsb_podcast:bearish_sentiment_on_stocks_soarsGreat Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)

Show Notes
Median age of first-time homebuyers tops 50
Analysts applaud Nvidia

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64607285Thu, 27 Feb 2025 16:59:01 +0000Seeking AlphaIndividual investor pessimism nears https://seekingalpha.com/news/4414710-bear-sentiment-jumps-knocking-on-door-of-great-recession-levels-aaii?source=wsb_podcast:bearish_sentiment_on_stocks_soars levels. (0:15) DOGE...Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)

Show Notes
Median age of first-time homebuyers tops 50
Analysts applaud Nvidia

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNOW, CRM, and more
Moderna slides on report of Trump team reevaluating bird flu vaccine funding
China's Baidu plans to unveil AI model Ernie 4.5 in March - report
Rithm Acquisition prices $200M IPO at $10 per share

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: SNOW, CRM, and more
Moderna slides on report of Trump team reevaluating bird flu vaccine funding
China's Baidu plans to unveil AI model Ernie 4.5 in March - report
Rithm Acquisition prices $200M IPO at $10 per share

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>388anheuserbusch,ben&jerrys,instagram,meta,stocks,wallstreetfalsefullNvidia tops estimates with 'mind-blowing' 80% revenue risehttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_tops_estimates_with_mind_blowing_80_revenue_riseguided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

]]>https://api.spreaker.com/episode/64594525Wed, 26 Feb 2025 23:19:53 +0000Seeking AlphaNvidia beat on the top and bottom lines and https://seekingalpha.com/news/4414053-nvidia-in-focus-as-q4-results-2026-guidance-top-expectations-on-amazing-blackwell-demand?source=wsb_podcast:nvidia_tops_estimates_with_mind_blowing_80_revenue_rise above...guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

]]>208ai,blackwell,chips,earnings,gpu,guidance,huang,nvda,nvidia,semiconductorfalsefullMcDonald's says you won't shell out more for eggshttps://seekingalpha.com/wsb?source=wsb_podcast:mcdonalds_says_you_wont_shell_out_more_for_eggs$1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)

Show Notes
Wells Fargo says good time to buy communications - see their picks
Super Micro options bulls get windfall

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/64589139Wed, 26 Feb 2025 17:41:15 +0000Seeking AlphaMcDonald's says not to egg surcharges and plans https://seekingalpha.com/news/4413834-mcdonalds-gets-customer-friendly-with-1-egg-mcmuffin-deal-and-no-surcharges-for-eggs?source=wsb_podcast:mcdonalds_says_you_wont_shell_out_more_for_eggs promo. (0:16)...$1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)

Show Notes
Wells Fargo says good time to buy communications - see their picks
Super Micro options bulls get windfall

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>380ai,alex+,amazon,earnings,economy,eggs,housing,inflation,jackinthebox,lowe's,mcdonald's,mcmuffin,prices,realestate,stockmarket,stocks,wallstreetfalsefullSuper Micro surges as delisting fears fadehttps://seekingalpha.com/wsb?source=wsb_podcast:super_micro_surges_as_delisting_fears_fadesurges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LCID, SMCI, and more
Alibaba's video, image making AI tool open to public
Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal
Warner Bros shutters three game studios, axes Wonder Woman video game

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64582601Wed, 26 Feb 2025 11:49:19 +0000Seeking AlphaSuper Micro (SMCI) https://seekingalpha.com/news/4413631-super-micro-surges-after-filing-delayed-reports-in-time-with-sec?source=wsb_podcast:super_micro_surges_as_delisting_fears_fade after filing delayed reports in time with SEC. (00:22) Tesla's...surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LCID, SMCI, and more
Alibaba's video, image making AI tool open to public
Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal
Warner Bros shutters three game studios, axes Wonder Woman video game

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>387stocks,supermicro,taiwansemiconductor,tesla,tsmc,wallstreetfalsefullConsumer confidence sees biggest drop since 2021https://seekingalpha.com/wsb?source=wsb_podcast:consumer_confidence_sees_biggest_drop_since_2021smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble. (2:50)

Show Notes
Hedge fund VIP stocks
Lucasfilm head set to retire

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Hedge fund VIP stocks
Lucasfilm head set to retire

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>356china,chips,confidence,consumer,earnings,economy,euope,evs,inflation,jobs,kennedy,labor,lucasfilm,recession,sempra,stockmarket,stocks,tariffs,tesla,wallstreetfalsefullBitcoin slips below $90K as crypto stumbleshttps://seekingalpha.com/wsb?source=wsb_podcast:bitcoin_slips_below_90k_as_crypto_stumblesbelow $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more
Gold racks up another record high on tariff concerns, spiking ETF holdings
OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes
Denny's add eggs surcharge at some locations due to national shortage

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64560539Tue, 25 Feb 2025 11:39:13 +0000Seeking AlphaBitcoin (BTC-USD) breaks https://seekingalpha.com/news/4412926-bitcoin-breaks-below-90000-as-crypto-selloff-deepens?source=wsb_podcast:bitcoin_slips_below_90k_as_crypto_stumbles as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly...below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more
Gold racks up another record high on tariff concerns, spiking ETF holdings
OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes
Denny's add eggs surcharge at some locations due to national shortage

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>388apple,bitcoin,crypto,indonesia,novo,stocks,wallstreetfalsefullApple's $500 billion 'politician' movehttps://seekingalpha.com/wsb?source=wsb_podcast:apples_500_billion_politician_movespend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) 

Show Notes
Find top growth stocks in the small-cap space
Robotaxi pure play WeRide lands key Beijing approval

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64547797Mon, 24 Feb 2025 19:33:28 +0000Seeking AlphaApple pledges to https://seekingalpha.com/news/4412455-apples-500b-us-investment-draws-mixed-reactions-on-wall-street?source=wsb_podcast:apples_500_billion_politician_move in the U.S. with eye on tariffs. (0:15) Domino's traffic...spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) 

Show Notes
Find top growth stocks in the small-cap space
Robotaxi pure play WeRide lands key Beijing approval

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369ai,apple,capex,cook,domino's,earnings,economy,fsd,microsoft,nike,rates,robotaxi,small-cap,stockmarket,stocks,tariffs,weridefalsefullAlibaba bets $52B on AI, cloudhttps://seekingalpha.com/wsb?source=wsb_podcast:alibaba_bets_52b_on_ai_cloudto invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: HE, EQX, and more
Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist
Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report
'Captain America: Brave New World' crashes in second weekend

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64541345Mon, 24 Feb 2025 11:48:13 +0000Seeking AlphaAlibaba (BABA) https://seekingalpha.com/news/4412242-alibaba-to-invest-over-52-billion-in-ai-and-cloud-infrastructure-over-next-three-years?source=wsb_podcast:alibaba_bets_52b_on_ai_cloud over $52 billion in AI and cloud infrastructure over next three...to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: HE, EQX, and more
Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist
Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report
'Captain America: Brave New World' crashes in second weekend

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>334ai,alibaba,justeattakeaway,prosus,shein,stocks,wallstreetfalsefullNvidia earnings will test AI rallyhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_earnings_will_test_ai_rallywill be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile. (3:07)

Show Notes
Goldman Sachs' Rising Stars List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64530339Sun, 23 Feb 2025 20:09:44 +0000Seeking AlphaNvidia guidance https://seekingalpha.com/article/4760840-nvidia-the-focus-of-earnings-reports-this-week?source=wsb_podcast:nvidia_earnings_will_test_ai_rally for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18)...will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile. (3:07)

Show Notes
Goldman Sachs' Rising Stars List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>362ai,berkshire,blackwell,buffett,chips,dividends,earnings,economy,fed,inflation,nvidia,pce,rates,semiconductors,stockmarket,stocks,wallstreetfalsefullPast week dominated by corporate earnings storieshttps://seekingalpha.com/wsb?source=wsb_podcast:past_week_dominatedIntel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64499482Fri, 21 Feb 2025 19:37:40 +0000Seeking AlphaPast week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and...Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>862broadcom,earnings,economy,inflation,intel,investing,macro,stocks,walmartfalsefullCelsius surges on Alani Nu dealhttps://seekingalpha.com/wsb?source=wsb_podcast:celsius_surges_on_alani_nu_dealinking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64493102Fri, 21 Feb 2025 11:41:22 +0000Seeking AlphaBeverage jolt: Celsius (CELH) skyrockets after https://seekingalpha.com/news/4411641-beverage-jolt-celsius-skyrockets-after-inking-deal-to-acquire-alani-nu?source=wsb_podcast:celsius_surges_on_alani_nu_deal to acquire Alani Nu. (00:24) Nissan (NSANY)...inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>342alaninu,celsius,nissan,stocks,tesla,wallstreet,youtubefalsefullWalmart gets cautious on the futurehttps://seekingalpha.com/wsb?source=wsb_podcast:walmart_gets_cautious_on_the_futureguidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)

Show Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64480719Thu, 20 Feb 2025 19:21:10 +0000Seeking AlphaStock falls with https://seekingalpha.com/news/4410940-walmart-stock-stumbles-on-soft-guidance?source=wsb_podcast:walmart_gets_cautious_on_the_future below expectations. (0:15) OpenAI hits...guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)

Show Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>367007,ai,alibaba,amazon,apple,bond,chatgpt,deepseek,earnings,economy,jobs,labor,layoffs,outlook,palantir,retail,stockmarket,stocks,wallstreet,walmartfalsefullPalantir drops on defense cut memohttps://seekingalpha.com/wsb?source=wsb_podcast:palantir_drops_on_defense_cut_memosharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>382airbus,amazon,chime,palantir,spiritaerosystems,stocks,wallstreetfalsefullEV maker Nikola files for bankruptcyhttps://seekingalpha.com/wsb?source=wsb_podcast:ev_maker_nikola_files_for_bankruptcy$47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)

Show Notes
Homebuilding stalls in cold January

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Homebuilding stalls in cold January

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/64448497Wed, 19 Feb 2025 11:42:46 +0000Seeking AlphaNike (NKE) rallies after picking Kim Kardashian as its https://seekingalpha.com/news/4409506-nike-rallies-after-picking-kim-kardashian-as-its-first-ever-partner-for-a-new-brand?source=wsb_podcast:nikes_first_ever_collab_lifts_shares for a new brand....first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>404google,lazboy,nike,skims,stocks,wallstreetfalsefullGameStop plot thickenshttps://seekingalpha.com/wsb?source=wsb_podcast:gamestop_plot_thickenssales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)

Show Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>320ai,bitcoin,broadcom,buffett,chips,constellation,crypto,earnings,economy,gamestop,intel,manufacturing,medtronic,stockmarket,stocks,supermicro,taiwansemi,tariffs,wallstreetfalsefullBaidu slips as CEO missing from Xi meeting, Q4 beathttps://seekingalpha.com/wsb?source=wsb_podcast:baidu_slips_as_ceo_missing_from_xi_meeting_q4_beatsQ4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DAL, and more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DAL, and more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report

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Show Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Show Notes:
Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
U.S. electricity demand growth through 2027 will be like adding another California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts

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Episode transcripts seekingalpha.com/wsb.

Show links: 
U.S. electricity demand growth through 2027 will be like adding another California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>374airbnb,gamestop,papajohns,roku,stocks,twillio,wallstreetfalsefullMarket getting used to higher rates for longerhttps://seekingalpha.com/wsb?source=wsb_podcast:higher_rates_for_longer
Show Notes:
Gold edges lower for second straight session, backing off all-time high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Gold edges lower for second straight session, backing off all-time high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, RDDT, and more
Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report
'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64356323Thu, 13 Feb 2025 11:26:12 +0000Seeking Alphahttps://seekingalpha.com/news/4407273-soaring-costs-overshadow-reddits-decent-q4-report-and-forecast-shares-fall?source=wsb_podcast:reddit_slips_as_costs_soar overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels...Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, RDDT, and more
Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report
'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369baidu,ernie,paramount,reddit,stocks,wallstreet,youtubetvfalsefullInflation going the wrong wayhttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_going_the_wrong_wayrises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)

Show Notes
5 reasons the Mag 7 are vulnerable 
Citadel’s Ken Griffin slams Trump's trade rhetoric

Episode transcripts: seekingalpha.com/wsb
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Show Notes
5 reasons the Mag 7 are vulnerable 
Citadel’s Ken Griffin slams Trump's trade rhetoric

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more
Schwab offers 24-hour trading to all retail clients - report
Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
DoorDash targets 2025 growth with focus on grocery, ads, and international expansion

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64337988Wed, 12 Feb 2025 11:20:49 +0000Seeking AlphaSuper Micro Computer (SMCI) offers up https://seekingalpha.com/news/4406169-super-micro-computer-slides-on-prelim-q2-results-700m-private-placement?source=wsb_podcast:super_micro_gains_on_preliminary_q2_report, $700M private placement. (00:26) Amazon...prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more
Schwab offers 24-hour trading to all retail clients - report
Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
DoorDash targets 2025 growth with focus on grocery, ads, and international expansion

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>349amazon,milan,netflix,stocks,supermicro,vegas,wallstreetfalsefullApple and Alibaba team up on AIhttps://seekingalpha.com/wsb?source=wsb_podcast:apple_and_alibaba_team_up_on_aibring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)

Show Notes
EU aims for an AI continent

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Show Notes
EU aims for an AI continent

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>406ai,airplane,alibaba,apple,archer,china,coca-cola,congress,earnings,economy,eu,fed,humana,inflation,powell,rates,sentiment,shopify,stocks,vtolfalsefullTrump signs new order; GameStop eyeing Bitcoin?https://seekingalpha.com/wsb?source=wsb_podcast:trump_new_order_gamestopeyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).

Show Notes
Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more

Episode transcripts: seekingalpha.com/wsb

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]]>https://api.spreaker.com/episode/64318836Tue, 11 Feb 2025 12:40:09 +0000Seeking AlphaTrump signs new tariffs order (0:30) GameStop https://seekingalpha.com/news/4405914-gamestop-stock-ryan-cohen-michael-saylor-photo?source=wsb_podcast:trump_new_order_gamestop bitcoin? (2:25)...eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).

Show Notes
Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more

Episode transcripts: seekingalpha.com/wsb

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]]>319bitcoin,business,economy,finance,gamestop,inflation,investing,news,stocks,tariff,trumpfalsefullGold tops $2,900 for another recordhttps://seekingalpha.com/wsb?source=wsb_podcast:gold_tops_2900_for_another_recordyellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)

Show Notes
Super Micro Computer stock up almost 50% heading into earnings
Nvidia named Tactical Outperform by Evercore
David Tepper's Appaloosa beefs up China bets

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Super Micro Computer stock up almost 50% heading into earnings
Nvidia named Tactical Outperform by Evercore
David Tepper's Appaloosa beefs up China bets

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>290$2900,ai,earnings,economy,fed,gold,hedgefunds,mcdonald's,metals,nvidia,onsemi,rally,rates,record,rockwell,stockmarket,stocks,supermicro,tepper,wallstreetfalsefullNippon Steel rethinks US Steel dealhttps://seekingalpha.com/wsb?source=wsb_podcast:nippon_steel_rethinks_us_steel_deal'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to cut 400 employees from moon-rocket program. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BP, X, and more
Disney beginning to worry about costs of Disney vacations: report
Here's why one economist sees no Fed rate cuts this year
Fed rate hike could come as early as June: Apollo’s chief economist

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/64296811Mon, 10 Feb 2025 11:49:01 +0000Seeking AlphaNippon Steel weighing https://seekingalpha.com/news/4405428-nippon-steel-weighing-bold-change-to-us-steel-buyout-bid-government-official-says?source=wsb_podcast:nippon_steel_rethinks_us_steel_deal to US Steel buyout bid, government official says....'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to cut 400 employees from moon-rocket program. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BP, X, and more
Disney beginning to worry about costs of Disney vacations: report
Here's why one economist sees no Fed rate cuts this year
Fed rate hike could come as early as June: Apollo’s chief economist

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>337boeing,nipponsteel,stocks,tsm,ussteel,wallstreetfalsefullCPI set to show inflation 'stubbornly strong'https://seekingalpha.com/wsb?source=wsb_podcast:cpi_set_to_show_inflation_stubbornly_strongCPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)

Show Notes 
Earnings Calendar
Top 10 value stocks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64284691Sun, 09 Feb 2025 17:02:52 +0000Seeking AlphaJanuary https://seekingalpha.com/news/4405190-catalyst-watch-tariff-countdown-mcdonalds-earnings-sailpoint-ipo-powell-goes-to-dc-and-super-bowl-aftershocks?source=wsb_podcast:cpi_set_to_show_inflation_stubbornly_strong expected to have risen 0.3% on...CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)

Show Notes 
Earnings Calendar
Top 10 value stocks

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts: seekingalpha.com/wsb

Show links: 
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1068ai,bitcoin,business,crypto,earnings,financials,google,investing,merck,microsoft,news,oracle,palantir,robinhood,stocks,tariff,trumpfalsefulle.l.f. Beauty’s glow fades on weak guidancehttps://seekingalpha.com/wsb?source=wsb_podcast:e_l_f_beautys_glow_fades_on_weak_guidancefalls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, PINS, and more
Tesla increases Model X prices by $5,000 in the U.S.
Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target
Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, PINS, and more
Tesla increases Model X prices by $5,000 in the U.S.
Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target
Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>387amazon,elf,elfbeauty,nikola,stocks,wallstreetfalsefullHouse reps target DeepSeek government banhttps://seekingalpha.com/wsb?source=wsb_podcast:house_reps_target_deepseek_government_banban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)

Show Notes
BofA's top 10 growth stocks
Skyworks Solutions sinks on Apple plans

Episode transcripts: seekingalpha.com/wsb
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Show Notes
BofA's top 10 growth stocks
Skyworks Solutions sinks on Apple plans

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, F, and more
Intel partners with Japanese lab to build quantum computer: report
Enphase to move battery manufacturing outside of China, CEO says
Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>https://api.spreaker.com/episode/64227892Thu, 06 Feb 2025 12:01:27 +0000Seeking AlphaMicroStrategy (MSTR) rebrands as https://seekingalpha.com/news/4404128-microstrategy-rebrands-as-strategy-with-15-percent-btc-yield-target-for-2025?source=wsb_podcast:microstrategy_rebrands_doubles_down_on_bitcoin with 15% BTC yield target for 2025....Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, F, and more
Intel partners with Japanese lab to build quantum computer: report
Enphase to move battery manufacturing outside of China, CEO says
Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>432china,microstrategy,stocks,tesla,wallstreet,wtofalsefullPost Office quickly rethinks China package banhttps://seekingalpha.com/wsb?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban

Show Notes
Fed’s hawkish lean and AI tech jolt shifting bull narrative

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Fed’s hawkish lean and AI tech jolt shifting bull narrative

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>362amd,ban,china,disney,earnings,economy,environment,hongkong,jobs,labor,package,postoffice,services,stockmarket,stocks,uber,wallstreet,wegovy,weight,yieldsfalsefullAlphabet slips as AI growth drives higher capexhttps://seekingalpha.com/wsb?source=wsb_podcast:alphabet_slips_as_ai_growth_drives_higher_capex$75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GOOG, AMD, and more
Trump's Gaza proposal would see U.S. takeover of the Strip
Shopping on Shein, Temu could get costlier as U.S. ends trade loophole
Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GOOG, AMD, and more
Trump's Gaza proposal would see U.S. takeover of the Strip
Shopping on Shein, Temu could get costlier as U.S. ends trade loophole
Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>342alphabet,honda,nissan,stocks,wallstreet,walmartfalsefullSoaring egg prices lead to emergency Waffle House measureshttps://seekingalpha.com/wsb?source=wsb_podcast:soaring_egg_prices_lead_to_emergency_waffle_house_measuresegg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)

Show Notes
Poll: Investors overwhelmingly disapprove of tariffs
Most bullish and bearish ETFs

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Poll: Investors overwhelmingly disapprove of tariffs
Most bullish and bearish ETFs

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>349betting,contracts,earnings,economy,egg,estee,etfs,inflation,jobs,jolts,merck,pepsi,prices,robinhood,stockmarket,stocks,superbowl,surcharge,waffle,wallstreetfalsefullPalantir soars on earnings, outlookhttps://seekingalpha.com/wsb?source=wsb_podcast:palantir_soars_on_earnings_outlook31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, SYNA, and more
Delta Air Lines partners with DraftKings on in-flight gaming entertainment
PayPal Q4 earnings expected to dip, revenue seen ascending
Trump wants Ukraine's rare earth minerals in return for U.S. support

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, SYNA, and more
Delta Air Lines partners with DraftKings on in-flight gaming entertainment
PayPal Q4 earnings expected to dip, revenue seen ascending
Trump wants Ukraine's rare earth minerals in return for U.S. support

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>441directfile,irs,palantir,stocks,tariffs,wallstreetfalsefullU.S. and Mexico quickly reach tariff delay dealhttps://seekingalpha.com/wsb?source=wsb_podcast:us_and_mexico_quickly_reach_tariff_delay_dealdelayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)

Show Notes
What do you think of Trump's tariff policies?

Episode transcripts: seekingalpha.com/wsb
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Show Notes
What do you think of Trump's tariff policies?

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>265border,china,currencies,deal,dollar,earnings,economy,idexx,mexico,peso,scheinbaum,stockmarket,stocks,tariffs,tesla,trade,troops,trump,usa,wallstreetfalsefullTariff battles beginhttps://seekingalpha.com/wsb?source=wsb_podcast:tariff_battles_beginlaunches new AI agent (2:15), Musk moves to shut down aid agency (3:30).

Show Notes:
Musk calls USAID 'beyond repair' as he moves to shut down aid agency
Stock index futures tumble as global tariff battles begin

Episode transcripts: seekingalpha.com/wsb

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Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit Moomoo.com for more details.]]>https://api.spreaker.com/episode/64167276Mon, 03 Feb 2025 12:49:53 +0000Seeking AlphaFutures tumble as tariff battles begin (0:25), OpenAI https://seekingalpha.com/news/4401815-openai-launches-new-ai-agent-deep-research?source=wsb_podcast:tariff_battles_begin new AI agent (2:15), Musk moves to shut down aid agency (3:30). Show Notes:...launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).

Show Notes:
Musk calls USAID 'beyond repair' as he moves to shut down aid agency
Stock index futures tumble as global tariff battles begin

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit Moomoo.com for more details.]]>390ai,economy,government,investing,investors,musk,stocks,tariff,trumpfalsefullNo Groundhog Bump this yearhttps://seekingalpha.com/wsb?source=wsb_podcast:no_groundhog_bump_this_yearemployment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)

Show Notes
Palantir Earnings Preview
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64150274Sun, 02 Feb 2025 20:30:52 +0000Seeking AlphaPunxsutawney Phil gets bearish. (0:28) Watch those https://seekingalpha.com/article/4753988-busy-earnings-season-continues-with-alphabet-disney-palantir-to-report-results benchmark revisions. (2:22)...employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)

Show Notes
Palantir Earnings Preview
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>48225%,alphabet,amazon,canada,china,dividends,earnings,economy,groundhog,jobs,labor,mexico,palantir,payrolls,phil,stockmarket,stocks,tariffs,unemployment,wallstreetfalsefullDeepSeek! More Earnings! Trump!https://seekingalpha.com/wsb?source=wsb_podcast:deepseek_more_earnings_trumpdominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).

Show Notes:
Meta Q4 2024 Earnings Call 
Labor costs accelerate slightly in Q4 vs. Q3
Fed's preferred inflation gauge rises, personal spending surges in December
Tesla Q4 2024 Earnings Call

Episode transcripts: seekingalpha.com/wsb

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Show Notes:
Meta Q4 2024 Earnings Call 
Labor costs accelerate slightly in Q4 vs. Q3
Fed's preferred inflation gauge rises, personal spending surges in December
Tesla Q4 2024 Earnings Call

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>954ai,amazon,deepseek,earnings,ev,inflation,investing,meta,starbucks,stocks,tech,tesla,trumpfalsefullOil tariff exclusionhttps://seekingalpha.com/wsb?source=wsb_podcast:oil_tariff_exclusionexcluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). 

Show Notes
Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64080756Fri, 31 Jan 2025 12:47:02 +0000Seeking AlphaOil may be https://seekingalpha.com/news/4401281-why-oil-may-be-excluded-from-new-tariffs-on-mexico-and-canada?source=wsb_podcast:oil_tariff_exclusion from new tariffs (0:30), initial jobless...excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). 

Show Notes
Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>310apple,commodities,employment,inflation,intel,investing,nasdaq,news,oil,tariff,tech,trumpfalsefullGDP cools as firms prep for tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:GDP_cools_as_firms_prep_for_tariffsinventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)

Show Notes
Fed policy 'isn't a reason to be bullish' anymore

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64049254Thu, 30 Jan 2025 18:25:08 +0000Seeking AlphaQ4 GDP rose 2.3% with business https://seekingalpha.com/news/4400724-us-gdp-growth-cools-to-23-in-q4-weaker-than-expected?source=wsb_podcast:GDP_cools_as_firms_prep_for_tariffs. (0:15) UPS tumbles as it makes a deal with Amazon to deliver...inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)

Show Notes
Fed policy 'isn't a reason to be bullish' anymore

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>402altria,buyback,comcast,dividends,earnings,economy,fed,gdp,inflation,rates,stockmarket,stocks,tariffs,tiktok,ups,wallstreetfalsefullAmerican Airlines jet, Army helicopter collide near Reaganhttps://seekingalpha.com/wsb?source=wsb_podcast:american_airlines_jet_army_helicopter_collide_at_reaganplane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, MSFT, and more
Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates
TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report
META agrees to $25 million settlement with Trump for 2021 lawsuit - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/64038162Thu, 30 Jan 2025 11:54:02 +0000Seeking AlphaAmerican Airlines https://seekingalpha.com/news/4400575-washington-dc-plane-crash-19-bodies-reportedly-recovered-trump-says-collision-could-be-prevented?source=wsb_podcast:american_airlines_jet_army_helicopter_collide_at_reagan: Over 30 bodies...plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, MSFT, and more
Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates
TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report
META agrees to $25 million settlement with Trump for 2021 lawsuit - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385americanairlines,dca,nissan,reagannational,stocks,toyota,wallstreetfalsefullFed holds rates with little sign of urgencyhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_holds_rates_with_little_sign_of_urgencyno change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)

Show Notes
Stocks finish down, off lows
Citron touts Alibaba's new Qwen AI models
Microsoft probing if DeepSeek improperly used OpenAI data

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>https://api.spreaker.com/episode/64014817Wed, 29 Jan 2025 21:52:11 +0000Seeking AlphaThe FOMC votes unanimously for https://seekingalpha.com/news/4400238-federal-reserve-holds-policy-rate-at-425-450?source=wsb_podcast:fed_holds_rates_with_little_sign_of_urgency with inflation sticky. (0:15) Powell says he's had...no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)

Show Notes
Stocks finish down, off lows
Citron touts Alibaba's new Qwen AI models
Microsoft probing if DeepSeek improperly used OpenAI data

Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.]]>463ai,alibaba,china,corning,deepseek,economy,fed,inflation,jobs,microsoft,nvidia,openai,powell,qorvo,ratee,starbucks,stockmarket,stocks,wallstreetfalsefullASML tops Q4 estimates, unveils 2025 outlookhttps://seekingalpha.com/wsb?source=wsb_podcast:asml_tops_q4_estimates_unveils_2025_outlookASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, LC, and more
What did we learn from the DeepSeek scare?
Higher U.S. wholesale power prices forecast for 2025, EIA says
Trump administration moves to shrink federal workforce with buyout offer

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63993060Wed, 29 Jan 2025 11:40:46 +0000Seeking Alphahttps://seekingalpha.com/news/4399873-asml-surges-as-q4-bookings-soar-on-ai-demand-china-sales-to-see-normal-ratio-in-2025?source=wsb_podcast:asml_tops_q4_estimates_unveils_2025_outlook as Q4 bookings soar on AI demand, China sales to see 'normal...ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, LC, and more
What did we learn from the DeepSeek scare?
Higher U.S. wholesale power prices forecast for 2025, EIA says
Trump administration moves to shrink federal workforce with buyout offer

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>360asml,deepseek,microsoft,skildai,softbank,stocks,wallstreetfalsefullTesla, BMW drive into EU tariff battlehttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_bmw_drive_into_eu_tariff_battleEU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, GGG, and more
Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup
Top consumer services stocks as Morgan Stanley names them top pick
More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63958222Tue, 28 Jan 2025 11:31:57 +0000Seeking AlphaTesla (TSLA), BMW (BMWKY) challenge https://seekingalpha.com/news/4399126-tesla-bmw-challenge-eu-tariffs-china-made-eletric-vehicles?source=wsb_podcast:tesla_bmw_drive_into_eu_tariff_battle on China-made EVs. (00:25) EV success: Norway on track to be...EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, GGG, and more
Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup
Top consumer services stocks as Morgan Stanley names them top pick
More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>392bmw,eu,ev,smithfield,stocks,tariffs,tesla,wallstreetfalsefullDeepSeek deep sixes stockshttps://seekingalpha.com/wsb?source=wsb_podcast:deepseek_deep_sixes_stocksslammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)

Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63938487Mon, 27 Jan 2025 20:06:58 +0000Seeking AlphaAI stocks got https://seekingalpha.com/news/4398925-nasdaq-drops-3-sp-and-dow-also-fall-as-deepseek-restricts-global-use-of-its-app?source=wsb_podcast:deepseek_deep_sixes_stocks as the China app challenged cost and demand assumptions. (0:15) Bond...slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)

Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>469ai,bonds,chatgpt,china,chips,deepseek,nasdaq,nvidia,openai,rates,risk-off,selloff,stockmarket,stocks,treasuries,wallstreet,yieldsfalsefullChina's DeepSeek outshines U.S. AI giantshttps://seekingalpha.com/wsb?source=wsb_podcast:chinas_deepseek_outshines_us_ai_giantsrattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: NVDA, crypto stocks, and more
Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI names
Trump's tariff threat pays off as Colombia agrees to accept deportees
Coinbase CEO says token evaluation gets difficult
Perplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reports

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63930665Mon, 27 Jan 2025 11:55:33 +0000Seeking AlphaChinese AI lab DeepSeek https://seekingalpha.com/news/4398699-chinese-ai-lab-deepseek-rattles-silicon-valley?source=wsb_podcast:chinas_deepseek_outshines_us_ai_giants. (00:26) Meta offering creators...rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: NVDA, crypto stocks, and more
Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI names
Trump's tariff threat pays off as Colombia agrees to accept deportees
Coinbase CEO says token evaluation gets difficult
Perplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reports

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>381china,deepseek,diversifiedenergy,instagram,meta,r1,stocks,wallstreetfalsefullPowell v Trump and megacap earningshttps://seekingalpha.com/wsb?source=wsb_podcast:powell_v_trump_and_megacap_earningsFed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)

Show Notes
Six of seven bubble conditions have been met
Earnings calendar
Dividend roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63917123Sun, 26 Jan 2025 20:13:26 +0000Seeking AlphaExpect questions about https://seekingalpha.com/news/4398077-trump-at-davos-will-demand-interest-rates-drop-immediately?source=wsb_podcast:powell_v_trump_and_megacap_earnings at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla...Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)

Show Notes
Six of seven bubble conditions have been met
Earnings calendar
Dividend roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>506ai,apple,dividends,earnings,economy,fed,fomc,gdp,google,inflation,jobs,megacaps,meta,microsoft,powell,rates,stockmarket,stocks,tesla,trumpfalsefullInteresting earnings action cominghttps://seekingalpha.com/wsb?source=wsb_podcast:interesting_earnings_action_coming
Episode transcripts: seekingalpha.com/wsb

Show links: 
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63880111Fri, 24 Jan 2025 18:51:19 +0000Seeking AlphaNetflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50). Episode transcripts:...
Episode transcripts: seekingalpha.com/wsb

Show links: 
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>882ai,apple,earnings,economy,fed,investing,investors,netflix,oracle,starlink,stocks,tech,tesla,trading,trumpfalsefullAllurion soars on balloon and GLP-1 study planshttps://seekingalpha.com/wsb?source=wsb_podcast:allurion_soars_on_balloon_and_glp_1_study_plansweight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Crypto stocks, TXN, and more
Trump third term? Lawmaker proposes constitutional amendment
CACI International's quarterly bookings weigh on federal IT providers
Cathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63873480Fri, 24 Jan 2025 11:40:37 +0000Seeking AlphaAllurion (ALUR) stock soars on https://seekingalpha.com/news/4398176-allurion-stock-soars-on-weight-loss-therapy-update?source=wsb_podcast:allurion_soars_on_balloon_and_glp_1_study_plans update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma...weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Crypto stocks, TXN, and more
Trump third term? Lawmaker proposes constitutional amendment
CACI International's quarterly bookings weigh on federal IT providers
Cathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>322allurion,openai,stardust,stocks,wallstreetfalsefullDon't call it a GE comebackhttps://seekingalpha.com/wsb?source=wsb_podcast:dont_call_it_a_ge_comeback20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)

Show Notes
AAII sentiment survey shows massive swing to bulls from bears
American Airlines' outlook overshadows upbeat Q4 results
EA sinks on FC 25, Dragon Age underperformance

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63859387Thu, 23 Jan 2025 19:46:08 +0000Seeking AlphaGE Aerospace stock hits its highest level in more than https://seekingalpha.com/news/4397789-ge-aerospace-jumps-on-earnings-7b-buyback-plan?source=wsb_podcast:dont_call_it_a_ge_comeback. (0:16) What's up with Musk and...20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)

Show Notes
AAII sentiment survey shows massive swing to bulls from bears
American Airlines' outlook overshadows upbeat Q4 results
EA sinks on FC 25, Dragon Age underperformance

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>495ai,americanairlines,bitcoin,crypto,earnings,economy,electronicarts,ge,jobs,labor,mgx,musk,openai,oracle,palantir,sentiment,softbank,stargate,stocks,unionpacificfalsefullEU weighs EV subsidies amid struggleshttps://seekingalpha.com/wsb?source=wsb_podcast:eu_weighs_ev_subsidies_amid_strugglesEV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: EA, ASTS, and more
Puma races to cut costs after FY profit miss sends stock lower
CRISPR Therapeutics stock pops following disclosure of RFK Jr. investment
Insurance stocks on watch as Hughes Fire quickly spreads north of LA

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>https://api.spreaker.com/episode/63843522Thu, 23 Jan 2025 11:55:15 +0000Seeking AlphaEU weighs bloc-wide https://seekingalpha.com/news/4397693-eu-electric-vehicle-subsidy-plan?source=wsb_podcast:eu_weighs_ev_subsidies_amid_struggles amid weak demand. (00:29)...EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: EA, ASTS, and more
Puma races to cut costs after FY profit miss sends stock lower
CRISPR Therapeutics stock pops following disclosure of RFK Jr. investment
Insurance stocks on watch as Hughes Fire quickly spreads north of LA

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>407cnn,eu,evs,nbc,nuclear,stocks,wallstreetfalsefullProject Stargate is a gohttps://seekingalpha.com/wsb?source=wsb_podcast:project_stargate_is_a_gopush into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)

Show Notes
12 Small-cap momentum stocks to watch
Procter & Gamble organic sales

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63824990Wed, 22 Jan 2025 21:15:40 +0000Seeking AlphaThe big government https://seekingalpha.com/news/4397250-project-stargate-likely-be-start-of-massive-ai-investments-in-us-analysts?source=wsb_podcast:project_stargate_is_a_go begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK...push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)

Show Notes
12 Small-cap momentum stocks to watch
Procter & Gamble organic sales

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>393ai,dimon,diy,doordash,economy,fed,government,homedepot,inflation,openai,oracle,p&g,rates,softbank,stargate,stockmarket,stocks,tariffs,uber,wallstreetfalsefullNetflix bills climb, shares risehttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_bills_climb_shares_risestock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings
Ulta Beauty thriving in an attractive category - analyst
Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63806415Wed, 22 Jan 2025 11:42:58 +0000Seeking AlphaKey takeaways from Netflix's (NFLX) fourth-quarter earnings as https://seekingalpha.com/news/4397076-key-takeaways-from-netflixs-fourth-quarter-earnings-as-stock-surges?source=wsb_podcast:netflix_bills_climb_shares_rise. (00:24) Space stocks soar on...stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings
Ulta Beauty thriving in an attractive category - analyst
Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347anthropic,google,netflix,space,stocks,wallstreetfalsefullGoogle spinoff sees AI drug trials this yearhttps://seekingalpha.com/wsb?source=wsb_podcast:google_spinoff_sees_AI_drug_trials_this_yearAI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)

Show Notes
BofA’s best financial, consumer stock ideas for 2025
Argus says Gap's turnaround is taking shape

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63787231Tue, 21 Jan 2025 18:20:37 +0000Seeking AlphaIsomorphic Labs expects clinical trials of https://seekingalpha.com/news/4396762-googles-deepmind-eyes-clinical-trials-for-ai-designed-drugs-in-2025?source=wsb_podcast:google_spinoff_sees_AI_drug_trials_this_year in late 2025. (0:16) Apple...AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)

Show Notes
BofA’s best financial, consumer stock ideas for 2025
Argus says Gap's turnaround is taking shape

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>4153m,ai,apple,deepmind,drugs,economy,gap,google,horton,isomorphic,mgmgrand,pharma,rates,stockmarket,stocks,trials,vegas,wallstreet,yieldsfalsefullTrump mulls tariffs on neighborshttps://seekingalpha.com/wsb?source=wsb_podcast:trump_mulls_tariffs_on_neighbors25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strike. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: VATE
Teck Resources forecasts higher copper production in 2025
One of the most iconic resorts on the Las Vegas Strip is getting renovated
Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays


Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
]]>https://api.spreaker.com/episode/63780759Tue, 21 Jan 2025 11:43:36 +0000Seeking AlphaTrump plans https://seekingalpha.com/news/4396547-trump-plans-25-tariffs-on-mexico-and-canada-on-feb-1?source=wsb_podcast:trump_mulls_tariffs_on_neighbors on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of...25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strike. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: VATE
Teck Resources forecasts higher copper production in 2025
One of the most iconic resorts on the Las Vegas Strip is getting renovated
Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays


Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
]]>394apple,belgium,costco,drc,stocks,tariffs,wallstreetfalsefullNetflix earnings in the spotlighthttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_earnings_in_the_spotlightad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59) 

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63764216Mon, 20 Jan 2025 14:52:02 +0000Seeking AlphaWall Street will closely watch the streamer's https://seekingalpha.com/news/4396093-earnings-week-ahead-jnj-nflx-aal-ual-axp-and-more?source=wsb_podcast:netflix_earnings_in_the_spotlight subscriber numbers. (0:49) Bitcoin hits a...ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59) 

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>457ai,bitcoin,costco,dividends,earnings,economy,fed,housing,inauguration,lumentom,marvell,netflix,nvidia,rates,record,stockmarket,stocks,strike,tiktok,wallstreetfalsefullCan the bull market sustain itself?https://seekingalpha.com/wsb?source=wsb_podcast:can_bull_market_sustain_itself
Episode transcripts: seekingalpha.com/wsb

Show links: 
Nasdaq ends with 2% rally, yields slump as core CPI inflation cools
Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
Bank stocks drive up after initial crop of Q4 earnings prove strong

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63727724Fri, 17 Jan 2025 16:50:06 +0000Seeking AlphaGetting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35). Episode...
Episode transcripts: seekingalpha.com/wsb

Show links: 
Nasdaq ends with 2% rally, yields slump as core CPI inflation cools
Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
Bank stocks drive up after initial crop of Q4 earnings prove strong

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>1081ai,earnings,economy,fed,investing,rates,stocks,tech,technology,tiktok,trading,trumpfalsefullGM data deal hits a dead endhttps://seekingalpha.com/wsb?source=wsb_podcast:gm_data_deal_hits_a_dead_endsold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: JBHT, RIVN, and more
FTC sues largest U.S. property manager over misleading rental costs
Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more
TikTok ban: Biden said to leave fate of app to Trump

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: JBHT, RIVN, and more
FTC sues largest U.S. property manager over misleading rental costs
Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more
TikTok ban: Biden said to leave fate of app to Trump

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>263gm,plugpower,stocks,wallstreet,walmartfalsefullNo landing in a growth world, corporate credit bullishnesshttps://seekingalpha.com/wsb?source=wsb_podcast:no_landing_growth_worldEagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>235credit,economy,investing,investors,markets,stocksfalsefullCostco stands firm on DEIhttps://seekingalpha.com/wsb?source=wsb_podcast:costco_stands_firm_on_deidefends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35)  U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, LUV, and more
High drama in the cocoa market with key demand reports due out
TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report
Canada eyes $105B in retaliatory tariffs if Trump sets levies: report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, LUV, and more
High drama in the cocoa market with key demand reports due out
TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report
Canada eyes $105B in retaliatory tariffs if Trump sets levies: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>350chevron,costco,hindenburgresearch,rubio,stocks,wallstreetfalsefullInflation data invigorates stocks, bondshttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_data_invigorates_stocks_bondscore CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)

Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
 
Episode transcripts: seekingalpha.com/wsb

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Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
 
Episode transcripts: seekingalpha.com/wsb

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63698817Wed, 15 Jan 2025 11:44:19 +0000Seeking AlphaSaudi Aramco (ARMCO) to boost https://seekingalpha.com/news/4395138-saudi-aramco-lithium-investments-supply-chain?source=wsb_podcast:saudi_aramco_poised_to_bet_on_lithium to build its own supply chain - report. (00:24) Elon Musk...lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>406elonmusk,ionq,saudiaramco,stocks,twitter,wallstreetfalsefullMicrosoft in pole position for Agentic AIhttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_in_pole_position_for_agentic_aiAgentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)

Show Notes
Stocks look halfway done with pullback as bull market resets 
Robinhood named best idea for 2025


Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
]]>https://api.spreaker.com/episode/63692906Tue, 14 Jan 2025 21:15:00 +0000Seeking AlphaMorgan Stanley CIO survey says https://seekingalpha.com/news/4394899-microsoft-seen-in-pole-position-as-agentic-ai-comes-into-focus-morgan-stanley?source=wsb_podcast:microsoft_in_pole_position_for_agentic_ai is underappreciated. (0:16) Wholesale...Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)

Show Notes
Stocks look halfway done with pullback as bull market resets 
Robinhood named best idea for 2025


Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
]]>376agentic,ai,apple,correction,economy,fed,inflation,layoffs,lilly,meta,microsoft,ppi,prices,rates,robinhood,stockmarket,stocks,wallstreetfalsefullPay to Stay: Starbucks refreshes store ruleshttps://seekingalpha.com/wsb?source=wsb_podcast:pay_to_stay_starbucks_refreshes_store_rulesmore store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63685771Tue, 14 Jan 2025 11:39:06 +0000Seeking AlphaStarbucks (SBUX) makes https://seekingalpha.com/news/4394681-starbucks-makes-more-store-changes-as-it-looks-to-recreate-its-coffeehouse-vibe?source=wsb_podcast:pay_to_stay_starbucks_refreshes_store_rules as it looks to recreate its coffeehouse vibe....more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336comcast,honeywell,sixers,starbucks,stocks,wallstreetfalsefullRetail stocks punished after holiday updateshttps://seekingalpha.com/wsb?source=wsb_podcast:retail_stocks_punished_after_holiday_updates seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)

Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63678627Mon, 13 Jan 2025 19:45:56 +0000Seeking AlphaAs the ICR retail conference starts, most big names arehttps://seekingalpha.com/news/4394593-the-big-sell-off-in-abercrombie-fitch-is-called-unwarranted-by-jefferies. (0:15) Oil keeps climbing on... seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)

Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>416a&f,ai,biden,caterpillar,consumers,economy,fed,goldman,holiday,icr,macy's,moderna,nvidia,oil,rates,restaurants,retailers,sales,shakeshack,shoppingfalsefullCanada ready to counter Trump tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:canada_ready_to_counter_trump_tariffscounter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63673895Mon, 13 Jan 2025 11:31:12 +0000Seeking AlphaTrudeau says Canada ready with https://seekingalpha.com/news/4394353-trudeau-says-canada-ready-with-counter-tariffs-if-trump-starts-trade-war?source=wsb_podcast:canada_ready_to_counter_trump_tariffs if Trump starts trade war. (00:24) Europe’s largest...counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>345abp,nipponsteel,stocks,tariffs,tesla,trudeau,ussteel,wallstreetfalsefullBig banks kick off earnings seasonhttps://seekingalpha.com/wsb?source=wsb_podcast:big_banks_kick_off_earnings_seasonon the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)

Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63665761Sun, 12 Jan 2025 19:08:16 +0000Seeking AlphaJPMorgan, Citi, BofA, Wells Fargo, Goldman and more https://seekingalpha.com/article/4748877-first-earnings-season-for-2025-kicks-off-with-big-banks-inflation-data?source=wsb_podcast:big_banks_kick_off_earnings_season. (0:17) Hot CPI could slash odds...on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)

Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>388apple,banks,cpi,earnings,economy,fed,financials,inflation,insurance,l.a.,meta,prices,profit,rates,rogan,wildfires,zuckerbergfalsefullIntertwined markets and upcoming earningshttps://seekingalpha.com/wsb?source=wsb_podcast:intertwined_markets_upcoming_earningsPalantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63640191Fri, 10 Jan 2025 18:07:06 +0000Seeking AlphaInvestors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see...Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>828ai,bitcoin,financials,insurance,investing,news,palantir,semiconductors,semis,stocks,tariff,techfalsefullWildfire costs blaze toward historic highshttps://seekingalpha.com/wsb?source=wsb_podcast:wildfire_costs_blaze_toward_historic_highsdamage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MVST, RKLB, and more
Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand
Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman
Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump
Block to change ticker symbol to 'XYZ'

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63636489Fri, 10 Jan 2025 11:49:55 +0000Seeking AlphaAccuWeather updates California wildfire https://seekingalpha.com/news/4393979-accuweather-updates-california-wildfire-damage-estimate-to-135b-150b?source=wsb_podcast:wildfire_costs_blaze_toward_historic_highs to $135B-$150B. (00:25) Free speech vs....damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MVST, RKLB, and more
Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand
Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman
Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump
Block to change ticker symbol to 'XYZ'

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>384block,macys,stocks,tiktok,wallstreet,wildfiresfalsefullNvidia pulls the rug out from under quantum stockshttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_pulls_the_rug_out_from_under_quantum_stocks20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)

Show Notes
Top stocks in software as Wolfe sees it as an area of M&A opportunities
AMD slides as HSBC downgrades on Nvidia worries

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63617840Wed, 08 Jan 2025 20:59:14 +0000Seeking AlphaNVDA CEO Huang estimates https://seekingalpha.com/news/4392967-nvidia-ces-announcements-further-its-enormous-technology-lead-wedbush-says?source=wsb_podcast:nvidia_pulls_the_rug_out_from_under_quantum_stocks before very useful quantum computers....20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)

Show Notes
Top stocks in software as Wolfe sees it as an area of M&A opportunities
AMD slides as HSBC downgrades on Nvidia worries

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>366ai,amc,amd,betting,draftkings,earnings,economy,employment,fanduel,helenoftroy,jobs,labor,nfl,nvidia,quantum,rates,stockmarket,stocks,wallstreet,yieldsfalsefullShell lowers Q4 outlook, trims LNG outputhttps://seekingalpha.com/wsb?source=wsb_podcast:shell_lowers_q4_outlook_trims_lng_outputwarns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CALM, PLTR, and more
Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
Sana stock rallies 280% on pancreatic cell transplant study
Palantir tumbles after ARK Invest sheds $15M in shares

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63611646Wed, 08 Jan 2025 11:51:13 +0000Seeking AlphaShell (SHEL) cuts production forecast for LNG, https://seekingalpha.com/news/4393305-shell-cuts-production-forecast-for-lng-warns-weaker-q4?source=wsb_podcast:shell_lowers_q4_outlook_trims_lng_output. (00:22) Goodyear (GT) to...warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CALM, PLTR, and more
Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
Sana stock rallies 280% on pancreatic cell transplant study
Palantir tumbles after ARK Invest sheds $15M in shares

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344delta,goodyear,lyft,shell,stocks,uber,wallstreetfalsefullAurora partners with Continental and Nvidiahttps://seekingalpha.com/wsb?source=wsb_podcast:aurora_partners_with_continental_nvidiaJOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).

Show Notes
Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63604611Tue, 07 Jan 2025 19:45:08 +0000Seeking AlphaAurora soars after unveiling driverless truck partnership with Nvidia (0:20). November https://seekingalpha.com/news/4393105-job-openings-surge-past-consensus-in-november-jolts-report?source=wsb_podcast:aurora_partners_with_continental_nvidia shows...JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).

Show Notes
Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>415ai,aurora,driverless,getty,investing,meta,nvidia,shutterstock,stocks,teslafalsefullU.S. adds Tencent, Huawei to Chinese military listhttps://seekingalpha.com/wsb?source=wsb_podcast:us_adds_tencent_huawei_to_chinese_military_listChinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NARI, DNLI, and more
Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
Nvidia, AMD vie for AI supremacy with latest offerings at CES
SA Sentiment: What's the best AI stock to watch in 2025?
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’


Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
]]>https://api.spreaker.com/episode/63599426Tue, 07 Jan 2025 11:40:47 +0000Seeking AlphaU.S. adds Tencent, Huawei to list of https://seekingalpha.com/news/4392899-us-dod-list-tencent-huawei-chinese-military-companies?source=wsb_podcast:us_adds_tencent_huawei_to_chinese_military_list companies. (00:25) Uber and Nvidia to...Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NARI, DNLI, and more
Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
Nvidia, AMD vie for AI supremacy with latest offerings at CES
SA Sentiment: What's the best AI stock to watch in 2025?
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’


Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
]]>371huawei,naturalgas,nvidia,stocks,tencent,uber,wallstreetfalsefullFubo combines with Disney's Hulu + Live TVhttps://seekingalpha.com/wsb?source=wsb_podcast:fubo_combines_with_disneys_hulu_live_tvmultichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)

Show Notes
Palantir initiated with Underweight rating at Morgan Stanley
Uber unveils $1.5 billion accelerated share repurchase program

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63592681Mon, 06 Jan 2025 18:35:03 +0000Seeking AlphaDeal to create new https://seekingalpha.com/news/4392701-fubo-to-merge-with-disneys-hulu-live-tv-unit-parties-settle-their-old-lawsuits?source=wsb_podcast:fubo_combines_with_disneys_hulu_live_tv also settles litigation. (0:16) Nvidia gets another...multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)

Show Notes
Palantir initiated with Underweight rating at Morgan Stanley
Uber unveils $1.5 billion accelerated share repurchase program

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>296amazon,boeing,chewy,disney,economy,fubo,goldmansachs,hulu,merger,nvidia,palantir,rh,stockmarket,stocks,streaming,uber,wallstreetfalsefullTrudeau’s potential exit lifts Canadian dollarhttps://seekingalpha.com/wsb?source=wsb_podcast:trudeaus_potential_exit_lifts_canadian_dollarexpected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63589382Mon, 06 Jan 2025 11:53:40 +0000Seeking AlphaCanada's Trudeau https://seekingalpha.com/news/4392571-justin-trudeau-expected-to-resign-as-ruling-party-leader?source=wsb_podcast:trudeaus_potential_exit_lifts_canadian_dollar as ruling party leader this week - report. (00:22) Paychex (PAYX) in...expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>351canada,italy,paychex,paycor,spacex,stocks,trudeau,wallstreetfalsefullJobs and CES lead another shortened weekhttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_and_CES_lead_another_short_weekseen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)

Show Notes
Earnings Calendar
Dividend Roundup

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63582750Sun, 05 Jan 2025 20:02:04 +0000Seeking AlphaPayrolls https://seekingalpha.com/news/4392381-catalyst-watch-ces-ma-votes-and-the-supreme-court-tackles-the-tiktok-case?source=wsb_podcast:jobs_and_CES_lead_another_short_week for December. (0:37)...seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)

Show Notes
Earnings Calendar
Dividend Roundup

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>448autonomousdriving,carter,ces,chips,closed,delta,dividends,earnings,economy,fed,funeral,jobs,labor,markets,megacaps,nvidia,payrolls,rates,stockmarket,stocksfalsefullBiden poised to block US Steel deal: reporthttps://seekingalpha.com/wsb?source=wsb_podcast:biden_poised_to_block_us_steel_deal_reportBiden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: X, CVNA, and more
Tesla China sales hit record high level in December
Data check: Pizza stocks often heat up when cold weather slams the U.S.
Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63556782Fri, 03 Jan 2025 11:48:16 +0000Seeking Alphahttps://seekingalpha.com/news/4392229-biden-to-block-us-steels-sale-to-japans-nippon-reports?source=wsb_podcast:biden_poised_to_block_us_steel_deal_report U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to...Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: X, CVNA, and more
Tesla China sales hit record high level in December
Data check: Pizza stocks often heat up when cold weather slams the U.S.
Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>329gannett,nipponsteel,samsung,stocks,ussteel,wallstreetfalsefullRoom for disappointments in 2025 and into 2026https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:room_for_disappointments_2025shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Expect A Roller Coaster Stock Market In 2025
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
Kirk's Margin of Safety Investing Group

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63546600Thu, 02 Jan 2025 17:10:04 +0000Seeking AlphaKirk Spano https://seekingalpha.com/author/kirk-spano?source=ie_podcast:room_for_disappointments_2025 why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all...shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Expect A Roller Coaster Stock Market In 2025
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
Kirk's Margin of Safety Investing Group

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>751bitcoin,crypto,economy,fed,investing,investors,market,options,s&p,stocks,trumpfalsefullAlibaba sells Sun Art at $2B losshttps://seekingalpha.com/wsb?source=wsb_podcast:alibaba_sells_sun_art_at_2b_losssell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto-linked stocks and more
BYD December NEV sales set another record high
Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices
Just do it again: Will Nike keep its lead in 2025 or trip on the track?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63544480Thu, 02 Jan 2025 11:51:53 +0000Seeking AlphaAlibaba (BABA) to https://seekingalpha.com/news/4391843-alibaba-to-sell-stake-in-chinas-hypermarket-chain-sun-art-for-158b?source=wsb_podcast:alibaba_sells_sun_art_at_2b_loss in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription...sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto-linked stocks and more
BYD December NEV sales set another record high
Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices
Just do it again: Will Nike keep its lead in 2025 or trip on the track?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>330alibaba,pfizer,sanofi,stocks,sunart,wallstreetfalsefullTale of the tape for 2024https://seekingalpha.com/wsb?source=wsb_podcast:tale_of_the_tape_for_2024tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16)

Show Notes
S&P closes out the year with four sessions in the red

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63534174Wed, 01 Jan 2025 13:27:41 +0000Seeking AlphaThe S&P rose 24% but limped to the finish line. (0:11) Investors see a https://seekingalpha.com/news/4391702-sa-sentiment-whats-the-price-target-for-the-sp-500-in-2025 in store. (1:43) The...tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16)

Show Notes
S&P closes out the year with four sessions in the red

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2142024,2025,bitcoin,bonds,commodities,crypto,economy,gold,oil,rates,silver,stockmarket,stocks,top10,wallstreetfalsefullFaraday Future surges with CES reveal aheadhttps://seekingalpha.com/wsb?source=wsb_podcast:faraday_future_surges_with_ces_reveal_aheadmodel reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: VSTM, ACAD
Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
HIVE Digital relocates head office to U.S. for better ecosystem

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>https://api.spreaker.com/episode/63525308Tue, 31 Dec 2024 12:04:25 +0000Seeking AlphaFaraday Future (FFIE) skyrockets with https://seekingalpha.com/news/4391480-faraday-future-skyrockets-with-model-reveals-on-tap-for-next-week-at-ces?source=wsb_podcast:faraday_future_surges_with_ces_reveal_ahead on tap for next week at CES. (00:29)...model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: VSTM, ACAD
Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
HIVE Digital relocates head office to U.S. for better ecosystem

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>322faradayfuture,mattressfirm,stocks,telaviv,tempursealy,wallstreetfalsefullBuckle up for the year of Grand Theft Autohttps://seekingalpha.com/wsb?source=wsb_podcast:buckle_up_for_the_year_of_grand_theft_auto$3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)

Show Notes
Stock markets will close Jan. 9 for President Carter Day of Mourning
What to watch out for in 2025 (including a rate hike)

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63518010Mon, 30 Dec 2024 17:40:39 +0000Seeking AlphaGTA VI predicted to generate https://seekingalpha.com/news/4391416-grand-theft-auto-6-may-light-up-the-videogame-sector-in-2025?source=wsb_podcast:buckle_up_for_the_year_of_grand_theft_auto in revenue. (0:15) Madison Square Garden called a...$3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)

Show Notes
Stock markets will close Jan. 9 for President Carter Day of Mourning
What to watch out for in 2025 (including a rate hike)

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>3902025,appletv,china,economy,fed,gta,housing,huawei,m&a,madisonsquaregarden,manfacturing,nvidia,rockstar,stockmarket,stocks,streaming,take-two,videogamesfalsefullSouth Korea orders Boeing 737-800 inspections after fatal crashhttps://seekingalpha.com/wsb?source=wsb_podcast:south_korea_orders_boeing_737_800_inspections_after_fatal_crashinspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top 10 REITs heading into 2025
Google CEO asks employees to brace for challenging 2025
What to watch out for in 2025 (including a rate hike) - Apollo's Slok

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63514835Mon, 30 Dec 2024 11:56:13 +0000Seeking AlphaSouth Korea to https://seekingalpha.com/news/4391356-south-korea-to-inspect-boeing-737-800s-after-deadly-crash?source=wsb_podcast:south_korea_orders_boeing_737_800_inspections_after_fatal_crash Boeing 737-800s after deadly crash. (00:27) Snow Lake...inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top 10 REITs heading into 2025
Google CEO asks employees to brace for challenging 2025
What to watch out for in 2025 (including a rate hike) - Apollo's Slok

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>266boeing,mufasa,snowlakeenergy,snowlakeresources,sonic,southkorea,stocks,wallstreetfalsefullS&P up 25% heading into end of yearhttps://seekingalpha.com/wsb?source=wsb_podcast:sp_up_25%_heading_into_end_of_yearshort week. (1:57) South Korea plane crash kills 179. (3:07)

Show Notes
Wedbush bullish on Palantir, Salesforce
More than half of U.S. at high risk of power shortages in next decade

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63508387Sun, 29 Dec 2024 18:52:59 +0000Seeking AlphaThe Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate...short week. (1:57) South Korea plane crash kills 179. (3:07)

Show Notes
Wedbush bullish on Palantir, Salesforce
More than half of U.S. at high risk of power shortages in next decade

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>360ai,boeing,closed,crash,dividends,dow,economy,housing,jet,korea,manufacturing,nasdaq,newyear,palantir,pmi,salesforce,s&p,stockmarket,stocks,wallstreetfalsefullNetflix lights up Christmas with NFL ratings winhttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_lights_up_christmas_with_nfl_ratings_winrecord-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SES, ABAT
Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics
With the new year upon us, a look back at Wall Street's Santa rallies since 2000
Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>https://api.spreaker.com/episode/63485534Fri, 27 Dec 2024 11:41:55 +0000Seeking AlphaNetflix (NFLX) dazzles with https://seekingalpha.com/news/4391045-netflix-dazzles-with-record-setting-ratings-for-christmas-nfl-games?source=wsb_podcast:netflix_lights_up_christmas_with_nfl_ratings_win ratings for Christmas NFL games. (00:24) Rigetti...record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SES, ABAT
Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics
With the new year upon us, a look back at Wall Street's Santa rallies since 2000
Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>362mortgage,netflix,quantum,rigetti,stocks,wallstreetfalsefullWatch out for 'Returnuary'https://seekingalpha.com/wsb?source=wsb_podcast:watch_out_for_returnuarycould be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)

Show Notes
What to expect from the Macau casino sector in 2025
Uber reacts to regulatory snub in Taiwan

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63478180Thu, 26 Dec 2024 17:24:06 +0000Seeking AlphaHoliday sales on record pace, but nearly $900B https://seekingalpha.com/news/4390951-retail-watch-christmas-is-over-but-here-comes-returnuary?source=wsb_podcast:watch_out_for_returnuaryd. (0:16) Roaring Kitty...could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)

Show Notes
What to expect from the Macau casino sector in 2025
Uber reacts to regulatory snub in Taiwan

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>354casinos,economy,gamestop,holiday,jobs,labor,macao,meme,retail,returnuary,roaringkitty,sales,stockmarket,stocks,taiwan,toyota,uber,wallstreet,yieldsfalsefullBain, KKR bids hit $7.6B for Seven & i non-core assetshttps://seekingalpha.com/wsb?source=wsb_podcast:bain_kkr_bids_hit_76b_for_seven_i_non_core_assets$7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63475625Thu, 26 Dec 2024 11:28:41 +0000Seeking AlphaBain, KKR bids reach https://seekingalpha.com/news/4390812-bain-kkr-bids-reach-76b-billion-for-seven-i-assets-reuters?source=wsb_podcast:bain_kkr_bids_hit_76b_for_seven_i_non_core_assets for Seven & i (SVNDY) non-core assets - Reuters. (00:24)...$7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>2747eleven,bain,doubleu,japanairlines,kkr,seven&i,stock,wallstreetfalsefullStarbucks facing biggest barista strike yethttps://seekingalpha.com/wsb?source=wsb_podcast:starbucks_facing_biggest_barista_strike_yetwalk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)

Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63464488Tue, 24 Dec 2024 19:10:37 +0000Seeking AlphaRecord number of unionized workers could https://seekingalpha.com/news/4390481-starbucks-may-face-its-largest-barista-strike-ever-on-christmas-eve?source=wsb_podcast:starbucks_facing_biggest_barista_strike_yet. (0:16) American Airlines briefly...walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)

Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>521american,banks,barista,christmas,fed,flights,grounded,nasdaq,netflix,nfl,rally,santa,scrooge,starbucks,stockmarket,stocks,strike,sue,wallstreetfalsefullBiden to rule on US Steel takeoverhttps://seekingalpha.com/wsb?source=wsb_podcast:biden_to_rule_on_us_steel_takeoverdecide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63460316Tue, 24 Dec 2024 11:21:09 +0000Seeking AlphaBiden to https://seekingalpha.com/news/4390391-biden-to-decide-on-us-steel-takeover-after-cfius-deadlocks?source=wsb_podcast:biden_to_rule_on_us_steel_takeover on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after...decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>289abbott,cfius,dexcom,nipponsteel,stocks,ussteel,wallstreetfalsefullNordstrom closes books on 53 years as public companyhttps://seekingalpha.com/wsb?source=wsb_podcast:nordstrom_closes_books_on_53_years_as_public_company$6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)

Show Notes
Materials, software stocks are best poised for H1 outperformance
Consumer confidence slides

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63451447Mon, 23 Dec 2024 19:12:23 +0000Seeking AlphaThe department store chain accepts at https://seekingalpha.com/news/4389957-nordstrom-accepts-625b-buyout-offer-to-end-its-53-year-run-as-a-publicly-traded-company?source=wsb_podcast:nordstrom_closes_books_on_53_years_as_public_company offer. (0:16)...$6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)

Show Notes
Materials, software stocks are best poised for H1 outperformance
Consumer confidence slides

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>480age,apnea,bankruptcy,consumer,containerstore,durables,economy,facialrecognition,nordstrom,qualcomm,regulation,resmed,retail,shopping,socialmedia,stockmarket,stocks,uk,wallstreet,xeroxfalsefullStarbucks strike expandshttps://seekingalpha.com/wsb?source=wsb_podcast:starbucks_strike_expandsnine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63446632Mon, 23 Dec 2024 11:41:36 +0000Seeking AlphaStarbucks (SBUX) union workers are now on strike in https://seekingalpha.com/news/4389715-starbucks-union-workers-strike-expands?source=wsb_podcast:starbucks_strike_expands. (00:21) Honda (HMC) and Nissan (NSANY) share...nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>362honda,mitsubishi,nissan,starbucks,stellantis,stocks,wallstreetfalsefullAll aboard the Santa Rally sleighhttps://seekingalpha.com/wsb?source=wsb_podcast:all_aboard_the_santa_rally_sleighholiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)

Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63440956Sun, 22 Dec 2024 20:39:50 +0000Seeking AlphaThe https://seekingalpha.com/news/4389324-catalyst-watch-labor-pains-for-amazon-starbucks-nasdaq-call-up-for-microstrategy-and-pony-ai-ratings?source=wsb_podcast:all_aboard_the_santa_rally_sleigh will market the start of seasonal stock gains. (0:18)...holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)

Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>411ai,chatgpt,christmas,consumer,durables,economy,government,inflation,openai,rally,santa,shutdown,spending,stockmarket,stocks,wallstreetfalsefullREITs, interest rates and why retail isn't deadhttps://seekingalpha.com/wsb?source=wsb_podcast:reits_interest_rates_retailWhitestone REIT, on managing interest rate strategies and why retail isn't dead.

Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>320investing,reit,restaurants,retail,shopping,stocks,whitestonefalsefullStagflation ahead?https://seekingalpha.com/wsb?source=wsb_podcast:stagflation_ahead
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley

Episode transcripts: seekingalpha.com/wsb

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Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>874broadcom,fed,inflation,investing,rates,stagflation,stocksfalsefullTurmoil hits Capitol Hill; Trump threatens tariffshttps://seekingalpha.com/wsb?source=wsb_podcast:turmoil_capitol_hill
Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas

Episode transcripts: seekingalpha.com/wsb

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Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>489business,economy,inflation,investing,news,stocks,tariff,trumpfalsefullEl Salvador bitcoin Utopia hits IMF snaghttps://seekingalpha.com/wsb?source=wsb_podcast:el_salvador_bitcoin_utopia_hits_imf_snagsell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)

Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision

Episode transcripts: seekingalpha.com/wsb
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Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>441bitcoin,computing,crypto,economy,elsalvador,fda,gdp,hims&hers,imf,jobs,loss,micron,quantum,stockmarket,stocks,wallstreet,weight,yieldsfalsefullStock futures stabilize after sharp selloffhttps://seekingalpha.com/wsb?source=wsb_podcast:stock_futures_stabilizestrike during busy holiday season? (2:15) Micron shares slump 16% (3:45).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>313amazon,fed,inflation,investing,micron,stocksfalsefullFed cuts rates, but Powell plays the Grinchhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_cuts_rates_but_powell_plays_grinchquarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)

Show Notes
25 top picks for 2025
Merck enters obesity drug race in pact with Chinese pharma Hansoh

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63382046Wed, 18 Dec 2024 22:30:33 +0000Seeking AlphaFed chief Jay Powell said https://seekingalpha.com/news/4387811-federal-reserve-cuts-policy-rate-by-25-bps-as-expected?source=wsb_podcast:fed_cuts_rates_but_powell_plays_grinch was...quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)

Show Notes
25 top picks for 2025
Merck enters obesity drug race in pact with Chinese pharma Hansoh

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>4422025,drugs,earnings,economy,employment,fed,grinch,inflation,merck,powell,prices,rates,stockmarket,stocks,wallstreet,weight-loss,yieldsfalsefullMerger buzz powers Nissan, Hondahttps://seekingalpha.com/wsb?source=wsb_podcast:merger_buzz_powers_nissan_hondapotential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63372836Wed, 18 Dec 2024 12:00:20 +0000Seeking AlphaNissan (NSANY) and Honda (HMC) rally as investors see upside from https://seekingalpha.com/news/4387479-nissan-and-honda-rally-as-investors-see-upside-from-potential-powerhouse-merger?source=wsb_podcast:merger_buzz_powers_nissan_honda merger. (00:23)...potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347coke,nissan,pepsi,spiritairlines,stocks,subway,wallstreetfalsefullIs the quantum trade eclipsing the AI trade?https://seekingalpha.com/wsb?source=wsb_podcast:is_the_quantum_trade_eclipsing_the_ai_tradeQuantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)

Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63358591Tue, 17 Dec 2024 20:32:50 +0000Seeking Alphahttps://seekingalpha.com/news/4387357-quantum-computing-skyrockets-on-nasa-news-peers-follow?source=wsb_podcast:is_the_quantum_trade_eclipsing_the_ai_trade stocks are Wall Street's new momentum darlings. (0:15)...Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)

Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZYME, EVGO, and more
Quantum stocks continue to surge as enthusiasm behind tech remains strong
Worst performing stocks for tax loss selling – Wolfe
The hottest auto stock over the last six weeks is not Tesla

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63352208Tue, 17 Dec 2024 11:54:39 +0000Seeking AlphaTikTok (BDNCE) CEO https://seekingalpha.com/news/4387171-tiktok-ceo-shou-zi-chew-meeting-donald-trump?source=wsb_podcast:tiktok_ceo_trump_talk_as_ban_looms amid fight to block U.S. ban. (00:24) Alibaba (BABA) to...meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZYME, EVGO, and more
Quantum stocks continue to surge as enthusiasm behind tech remains strong
Worst performing stocks for tax loss selling – Wolfe
The hottest auto stock over the last six weeks is not Tesla

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>348alibaba,australia,meta,stocks,tiktok,wallstreetfalsefullThe case for Apple as top pick for 2025https://seekingalpha.com/wsb?source=wsb_podcast:the_case_for_apple_as_top_pick_for_2025upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)

Show Notes
U.S. Composite PMI rises to highest since March 2022
J.P. Morgan upgrades Okta to Overweight

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63341341Mon, 16 Dec 2024 17:37:36 +0000Seeking AlphaMorgan Stanley cites largest device https://seekingalpha.com/news/4386671-apple-remains-top-pick-at-morgan-stanley-as-analysts-remain-bullish-heading-into-2025?source=wsb_podcast:the_case_for_apple_as_top_pick_for_2025 ever. (0:15) 'Kraven the Hunter'...upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)

Show Notes
U.S. Composite PMI rises to highest since March 2022
J.P. Morgan upgrades Okta to Overweight

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>3632025,ai,apple,boxoffice,chips,economy,honeywell,manufacturing,movies,okta,picks,pmi,semiconductors,services,stockmarket,stocks,supermicrocomputerfalsefullWedbush boosts Tesla price targetshttps://seekingalpha.com/wsb?source=wsb_podcast:wedbush_boosts_tesla_price_targetshigher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MSTR, and more
ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
Tax cut renewals may not spur the economic growth proponents expect - report
SA Asks: How should investors position portfolios ahead of Fed vote?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63337039Mon, 16 Dec 2024 11:46:04 +0000Seeking AlphaFull speed ahead: Tesla (TSLA) lands https://seekingalpha.com/news/4386610-full-speed-ahead-tesla-lands-higher-price-targets-from-wedbush?source=wsb_podcast:wedbush_boosts_tesla_price_targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL),...higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MSTR, and more
ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
Tax cut renewals may not spur the economic growth proponents expect - report
SA Asks: How should investors position portfolios ahead of Fed vote?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332autonomous,fsd,novonordisk,stocks,tesla,tiktok,wallstreetfalsefullFed cut baked in this week; what about '25?https://seekingalpha.com/wsb?source=wsb_podcast:fed_cut_baked_in_this_week_what_about_25cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)

Show Notes
Palantir in the Nasdaq 100, Super Micro Computer out
Apple developing a foldable iPad - report

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63329177Sun, 15 Dec 2024 18:58:38 +0000Seeking AlphaQuarter-point https://seekingalpha.com/article/4744207-micron-technology-nike-lead-companies-that-report-as-earnings-season-continues-to-slow?source=wsb_podcast:fed_cut_baked_in_this_week_what_about_25 expected, but tariffs could boost inflation next...cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)

Show Notes
Palantir in the Nasdaq 100, Super Micro Computer out
Apple developing a foldable iPad - report

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>427consumer,cut,dividends,economy,employment,fed,fedex,foldable,fomc,inflation,ipad,jobs,micron,nasdaq-100,nike,palantir,pricers,rates,retailsales,supermicrocomputerfalsefullThe world of funds and why U.S. is most attractivehttps://seekingalpha.com/wsb?source=wsb_podcast:world_of_fundsMalone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts: seekingalpha.com/wsb

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Episode transcripts: seekingalpha.com/wsb

Show links: 
GM Drops Out Of The Robotaxi Race. Who Will Win?
CPI 'On The Sticky Side' For November
The Road To Nasdaq 20,000

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Episode transcripts: seekingalpha.com/wsb

Show links: 
GM Drops Out Of The Robotaxi Race. Who Will Win?
CPI 'On The Sticky Side' For November
The Road To Nasdaq 20,000

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>929business,cpi,data,economy,fed,financial,inflation,insurance,investing,market,news,stocks,tech,teslafalsefullAmazon, Meta back Trump inaugurationhttps://seekingalpha.com/wsb?source=wsb_podcast:amazon_meta_back_trump_inauguration$1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AVGO, RH, and more
Bank stocks slip after CFPB finalizes overdraft fee rule
Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
Canada considering taxes on commodities exports to US if Trump imposes tariffs: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63300097Fri, 13 Dec 2024 11:26:59 +0000Seeking AlphaAmazon, Meta donating https://seekingalpha.com/news/4386180-amazon-meta-donation-trump-inauguration-fund?source=wsb_podcast:amazon_meta_back_trump_inauguration to Trump inauguration as Big Tech seeks better ties. (00:21)...$1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AVGO, RH, and more
Bank stocks slip after CFPB finalizes overdraft fee rule
Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
Canada considering taxes on commodities exports to US if Trump imposes tariffs: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>368amazon,evgo,meta,rh,stocks,trump,wallstreetfalsefullWatchdog caps bank overdraft feeshttps://seekingalpha.com/wsb?source=wsb_podcast:watchdog_caps_bank_overdraft_feesat $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)

Show Notes
10 BofA options overwriting ideas
Red Bull may have won the 2024 energy drink battle

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63288493Thu, 12 Dec 2024 19:05:07 +0000Seeking AlphaCFPB says banks must cap fees https://seekingalpha.com/news/4385834-consumer-finance-watchdog-caps-bank-overdraft-fees. (0:15) Wholesale inflation...at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)

Show Notes
10 BofA options overwriting ideas
Red Bull may have won the 2024 energy drink battle

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ADBE, NDSN, and more
Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63282953Thu, 12 Dec 2024 11:24:27 +0000Seeking AlphaBehind the https://seekingalpha.com/news/4385797-behind-the-monster-rally-that-drove-the-nasdaq-to-20000?source=wsb_podcast:big_tech_drives_nasdaq_rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases...monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ADBE, NDSN, and more
Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>343kroger,nasdaq,nvidia,stocks,wallstreetfalsefullFed cut assured despite stubborn inflationhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_cut_assured_despite_stubborn_inflationinflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) 

Show Notes
BofA restarts coverage of 11 large-cap biopharmas
Hershey tumbles after Mondelez announces $9B buyback

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63270334Wed, 11 Dec 2024 17:48:12 +0000Seeking AlphaOdds of a rate cut next week spike, but https://seekingalpha.com/news/4385519-cpi-inflation-picks-up-in-november-in-line-with-consensus?source=wsb_podcast:fed_cut_assured_despite_stubborn_inflation stalls. (0:15) Albertson's wants Kroger deal...inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) 

Show Notes
BofA restarts coverage of 11 large-cap biopharmas
Hershey tumbles after Mondelez announces $9B buyback

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>390albertson's,ayerlabs,cpi,dividend,earnings,economy,fed,hershey,inflation,kroger,m&a,macy's,mondelez,nasdaq,prices,rates,royalcaribbean,stockmarket,stocks,wallstreetfalsefullGM pumps the brakes on robotaxishttps://seekingalpha.com/wsb?source=wsb_podcast:gm_pumps_the_brakes_on_robotaxisends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63265432Wed, 11 Dec 2024 11:17:14 +0000Seeking AlphaGeneral Motors (GM) https://seekingalpha.com/news/4384404-general-motors-ends-robotaxi-development-focus-ad-personal-vehicles?source=wsb_podcast:gm_pumps_the_brakes_on_robotaxis development to focus on AD for personal vehicles. (00:21) Bausch &...ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>348bauschlomb,bitcoin,btc,cruise,gm,microsoft,robotaxi,stocks,wallstreetfalsefullMcDonald's review bombed after UnitedHealth suspect arresthttps://seekingalpha.com/wsb?source=wsb_podcast:mcdonalds_review_bombed_after_unitedhealth_suspect_arrestreviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)

Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>https://api.spreaker.com/episode/63256085Tue, 10 Dec 2024 18:28:24 +0000Seeking AlphaGoogle took down https://seekingalpha.com/news/4380720-mcdonalds-review-bombing-google-unitedhealthcare-ceo-murder-suspect-arrest after an MCD employee tipped off authorities. (0:16) Citi sees...reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)

Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales

Find out more about Seeking Alpha's Virtual Analyst Reports here.]]>386737max,ai,boeing,c3ai,earnings,executive,garp,mangione,mcdonald's,oracle,reviewbomb,shooting,s&p,stockmarket,stocks,suspect,t-mobile,unitedhealth,wallstreetfalsefullTaiwan Semi chips in big gainshttps://seekingalpha.com/wsb?source=wsb_podcast:taiwan_semi_chips_in_big_gainsrevenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>https://api.spreaker.com/episode/63252015Tue, 10 Dec 2024 11:47:47 +0000Seeking AlphaTaiwan Semiconductor's (TSM) November https://seekingalpha.com/news/4380732-taiwan-semiconductors-november-revenue-surges-34?source=wsb_podcast:taiwan_semi_chips_in_big_gains 34%. (00:23) The Container Store (TCSG) shares to be...revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies

Find out more about Seeking Alpha's Virtual Analyst Reports here.
]]>378costco,kimberlyclark,stocks,taiwansemi,thecontainerstore,wallstreetfalsefullTikTok appeals for breakup lifelinehttps://seekingalpha.com/wsb?source=wsb_podcast:tiktok_appeals_for_breakup_lifelinefiles to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)

Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63243102Mon, 09 Dec 2024 18:57:04 +0000Seeking AlphaTikTok https://seekingalpha.com/news/4378197-bytedance-tiktok-appeal-court-ruling-that-upheld-forced-sale-in-us?source=wsb_podcast:tiktok_appeals_for_breakup_lifeline the forced sale until Supreme Court review. (0:15) Nvidia faces China...files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)

Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>349activist,ai,amd,appeal,breakup,bytedance,china,economy,macy's,monopoly,nvidia,robinhood,schwab,social,stockmarket,stocks,tiktok,wallstreetfalsefullGoogle Payment Counters CFPB Oversight with Lawsuithttps://seekingalpha.com/wsb?source=wsb_podcast:google_payment_counters_cfpb_oversight_with_lawsuitCFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY)  set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63236653Mon, 09 Dec 2024 11:19:35 +0000Seeking AlphaGoogle Payment (GOOG) placed under https://seekingalpha.com/news/4376769-google-payment-cfpb-supervision-company-lawsuit?source=wsb_podcast:google_payment_counters_cfpb_oversight_with_lawsuit, company hits back with lawsuit. (00:28) Apollo Global...CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY)  set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338apolloglobal,cfpb,googlepayment,interpublic,ominicom,stocks,wallstreetfalsefullCPI on tap with inflation fight looking to last through '25https://seekingalpha.com/wsb?source=wsb_podcast:CPI_on_tap_with_inflation_fight_looking_to_last_through_25remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)

Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63224969Sun, 08 Dec 2024 17:32:34 +0000Seeking AlphaRetail inflation is expected to https://seekingalpha.com/article/4742721-oracle-and-broadcom-are-top-names-reporting-results-as-earning-season-winds-down?source=wsb_podcast:CPI_on_tap_with_inflation_fight_looking_to_last_through_25, up 0.3%. (0:18)...remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)

Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>426adoption,ai,assad,cpi,dividends,earnings,economy,fed,gamestop,gold,inflation,meme,oil,powell,prices,rebels,stockmarket,stocks,syria,wallstreetfalsefullHandling volatility with long-term dividendshttps://seekingalpha.com/wsb?source=wsb_podcast:handling_volatility_long_term_dividendsThis is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dividendology on YouTube

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63199985Sat, 07 Dec 2024 16:55:06 +0000Seeking AlphaHandling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing...This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dividendology on YouTube

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>191dividends,investing,market,meta,microsoft,stocks,visa,volatilityfalsefullMarket drifting higher, punctuated by dramatic tech earningshttps://seekingalpha.com/wsb?source=wsb_podcast:market_drifiting_higher
Episode transcripts: seekingalpha.com/wsb

Show links: 
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63190957Fri, 06 Dec 2024 17:07:14 +0000Seeking AlphaMarket drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and...
Episode transcripts: seekingalpha.com/wsb

Show links: 
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>915bitcoin,business,crypto,earnings,finance,investing,investors,news,stocks,techfalsefullLingerie, leggings and beauty winshttps://seekingalpha.com/wsb?source=wsb_podcast:lingerie_leggings_and_beauty_winssolid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, ULTA, LULU, and more
Bitcoin retreats from $100K, bringing down other crypto, related stocks
Boeing yet to restart 737 Max production after labor strike - report
Classic meme stocks pop on cryptic tweet from Roaring Kitty
OpenAI pushes monetization efforts further with new $200/month plan

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63186728Fri, 06 Dec 2024 11:38:07 +0000Seeking AlphaLululemon (LULU) delivers https://seekingalpha.com/news/4368198-lululemon-delivers-solid-quarterly-results-hikes-fy24-guidance?source=wsb_podcast:lingerie_leggings_and_beauty_wins quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA)...solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, ULTA, LULU, and more
Bitcoin retreats from $100K, bringing down other crypto, related stocks
Boeing yet to restart 737 Max production after labor strike - report
Classic meme stocks pop on cryptic tweet from Roaring Kitty
OpenAI pushes monetization efforts further with new $200/month plan

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>407lululemon,stocks,ulta,victoriassecret,wallstreetfalsefullAirlines climb on upbeat travel trendshttps://seekingalpha.com/wsb?source=wsb_podcast:airlines_climb_on_upbeat_travel_trendsget bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)

Show Notes 
Why you should be checking Reddit again ahead of trading
Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63172519Thu, 05 Dec 2024 18:33:47 +0000Seeking AlphaAmerican and Southwest https://seekingalpha.com/news/4367166-airline-stocks-soar-on-american-and-southwests-upbeat-forecast-for-holiday-season?source=wsb_podcast:airlines_climb_on_upbeat_travel_trends for holiday demand. (0:15) Disney raises...get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)

Show Notes 
Why you should be checking Reddit again ahead of trading
Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>373airlines,bitcoin,board,crypto,disney,dividend,earnings,economy,holiday,intel,jobs,kroger,labor,reddit,stockmarket,stocks,synopsis,travel,wallstreetfalsefullBitcoin tops $100K, Trump picks crypto allyhttps://seekingalpha.com/wsb?source=wsb_podcast:bitcoin_tops_100k_trump_picks_crypto_allycrosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto stocks, AEO, and more
Meta to build $10B AI data center in Louisiana, to work with Entergy for energy needs
Vodafone UK - Three UK merger gets an all-clear, with conditions from CMA
Hershey suitors have been rebuffed, hard to buy chocolate maker - analyst
Teamsters union files charges against Costco, alleging unfair labour practices

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63163885Thu, 05 Dec 2024 11:30:07 +0000Seeking AlphaBitcoin (BTC-USD) https://seekingalpha.com/news/4364445-bitcoin-crosses-100000-as-trump-picks-crypto-backer-paul-atkins-for-sec-chair-powell-comments?source=wsb_podcast:bitcoin_tops_100k_trump_picks_crypto_ally as Trump picks crypto backer, Paul...crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto stocks, AEO, and more
Meta to build $10B AI data center in Louisiana, to work with Entergy for energy needs
Vodafone UK - Three UK merger gets an all-clear, with conditions from CMA
Hershey suitors have been rebuffed, hard to buy chocolate maker - analyst
Teamsters union files charges against Costco, alleging unfair labour practices

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337amazon,bitcoin,crypto,equinor,shell,stocks,wallstreetfalsefullUnitedHealth executive shot and killedhttps://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_executive_shot_and_killedgunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
 
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63146244Wed, 04 Dec 2024 17:16:17 +0000Seeking AlphaUnitedHealthcare CEO Brian Thompson https://seekingalpha.com/news/4362546-unitedhealthcare-ceo-brian-thompson-shot-and-killed-outside-manhattan-hotel?source=wsb_podcast:unitedhealth_executive_shot_and_killed in Manhattan in 'targeted' attack. (0:15)...gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
 
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>390brianthompson,drugs,earnings,economy,fed,footlocker,inflation,ism,jobs,killing,labor,marvell,murder,newyork,santaclaus,shooting,unitedhealth,wegovy,weightloss,zepboundfalsefullPolitical turmoil sends South Korean markets slidinghttps://seekingalpha.com/wsb?source=wsb_podcast:political_turmoil_sends_south_korean_markets_slidingSouth Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63141071Wed, 04 Dec 2024 11:30:43 +0000Seeking Alphahttps://seekingalpha.com/news/4362416-south-korea-stocks-political-chaos-martial-law-reversed?source=wsb_podcast:political_turmoil_sends_south_korean_markets_sliding stocks fall as president faces impeachment threat after martial law chaos. (00:23)...South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>432meta,salesforce,southkorea,stocks,wallstreetfalsefullAT&T predicts profit growth accelerationhttps://seekingalpha.com/wsb?source=wsb_podcast:att_predicts_profit_growth_acceleration$40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) 

Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63132232Tue, 03 Dec 2024 20:11:35 +0000Seeking AlphaThe telecom also outlines plans for https://seekingalpha.com/news/4358370-att-expects-profit-growth-to-accelerate-through-2027-sets-20b-buyback?source=wsb_podcast:att_predicts_profit_growth_acceleration to shareholders. (0:15) Job...$40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) 

Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZS, SMCI, and more
Scam? Parody? Sign of a top? Enron relaunches as a crypto play
NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
Amazon reveals new data center components to improve efficiency
Intel board should consider 'radical change' with new CEO: analysts

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63125868Tue, 03 Dec 2024 11:51:37 +0000Seeking AlphaSuper Micro (SMCI) jumps as internal review finds https://seekingalpha.com/news/4354335-super-micro-jumps-as-internal-review-finds-no-misconduct-to-replace-cfo?source=wsb_podcast:super_micro_clears_misconduct_cloud; to replace CFO. (00:24) SpaceX...no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZS, SMCI, and more
Scam? Parody? Sign of a top? Enron relaunches as a crypto play
NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
Amazon reveals new data center components to improve efficiency
Intel board should consider 'radical change' with new CEO: analysts

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>367cheetah,spacex,stocks,supermicrocomputer,wallstreetfalsefullIntel CEO steps down in surprise movehttps://seekingalpha.com/wsb?source=wsb_podcast:intel_CEO_steps_down_in_surprise_movewill replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)

Show Notes
Most commodity prices to fall in 2025 from current levels

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63110181Mon, 02 Dec 2024 18:45:14 +0000Seeking AlphaDavid Zinsner and Michelle Johnston Holthaus https://seekingalpha.com/news/4353857-intel-announces-ceo-gelsinger-retiring-replaced-with-co-ceos?source=wsb_podcast:intel_CEO_steps_down_in_surprise_move Pat Gelsinger. (0:15) Morgan Stanley adjust...will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)

Show Notes
Most commodity prices to fall in 2025 from current levels

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>361advertising,ai,ceo,chatgpt,cybersecurity,economy,intel,ism,management,manufacturing,marvell,nu,openai,resign,stockmarket,stocks,wallstreetfalsefullTavares exits as Stellantis sales slumphttps://seekingalpha.com/wsb?source=wsb_podcast:tavares_exits_as_stellantis_sales_slumpTavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63104092Mon, 02 Dec 2024 11:43:19 +0000Seeking AlphaStellantis (STLA) CEO Carlos https://seekingalpha.com/news/4352451-stellantis-ceo-carlos-tavares-resigns-and-hands-over-to-interim-committee?source=wsb_podcast:tavares_exits_as_stellantis_sales_slump amid sales slump. (00:25) Fidelity...Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337blackrock,carlostavares,fidelity,stellantis,stocks,wallstreet,xfalsefullJobs report is make or break for Fed movehttps://seekingalpha.com/wsb?source=wsb_podcast:jobs_report_is_make_or_break_for_fed_move200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)

Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63097139Sun, 01 Dec 2024 20:57:37 +0000Seeking AlphaNonfarm payrolls are seen up https://seekingalpha.com/article/4741214-salesforce-marvell-technology-and-kroger-report-as-earnings-season-slowing-to-a-crawl?source=wsb_podcast:jobs_report_is_make_or_break_for_fed_move for November. (0:18) Salesforce...200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)

Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>303brics,dividends,dollar,earnings,economy,employment,fed,hacker,inflaton,jobs,payrolls,salesforce,snoflake,stock,stockmarket,wallstreetfalsefullBlack Friday: Online shopping riding highhttps://seekingalpha.com/wsb?source=wsb_podcast:black_friday_online_shopping_riding_high$6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)

Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63063541Fri, 29 Nov 2024 19:19:19 +0000Seeking AlphaMore than https://seekingalpha.com/news/4347157-holiday-shopping-continues-to-set-new-records-61b-spent-online-thanksgiving?source=wsb_podcast:black_friday_online_shopping_riding_high was spent online on Thanksgiving. (0:16) Wedbush...$6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)

Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>431blackfriday,bonds,boxoffice,cable,ftc,google,meta,microsoft,moana2,movies,online,record,shopping,s&p,stockmarket,stocks,thanksgiving,undersea,wallstreet,yieldsfalsefullSEC rings the bell on 24X tradinghttps://seekingalpha.com/wsb?source=wsb_podcast:sec_rings_the_bell_on_24x_trading24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/63058732Fri, 29 Nov 2024 11:41:39 +0000Seeking AlphaTrade around the clock: SEC approves the https://seekingalpha.com/news/4343137-trade-around-the-clock-sec-approves-the-24x-national-exchange?source=wsb_podcast:sec_rings_the_bell_on_24x_trading. (00:28) It’s official: Australia...24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>31824x,australia,blackfriday,nationalexchange,stocks,wallstreetfalsefullTrump's tariff threats, Fed signals moderate pacehttps://seekingalpha.com/wsb?source=wsb_podcast:trump_tariff_threats_fed_signalsproducers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings

Black Friday Sale: 20% off Seeking Alpha! ]]>https://api.spreaker.com/episode/63022985Wed, 27 Nov 2024 10:55:06 +0000Seeking AlphaInvestors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S....producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings

Black Friday Sale: 20% off Seeking Alpha! ]]>657bitcoin,commodities,earnings,economy,fed,gold,inflation,investing,oil,rates,retail,tariff,trumpfalsefullLiquidity is important and private credit is realhttps://seekingalpha.com/wsb?source=wsb_podcast:liquidity_is_importantKyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Trinity Capital Q3 2024 Earnings Call Transcript

Black Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals! ]]>https://api.spreaker.com/episode/63015866Tue, 26 Nov 2024 17:29:32 +0000Seeking AlphaTrinity Capital CEO https://seekingalpha.com/symbol/TRIN?source=wsb_podcast:liquidity_is_important talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real...Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Trinity Capital Q3 2024 Earnings Call Transcript

Black Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals! ]]>555bdc,income,investing,liquidity,rates,stocksfalsefullGold sinkshttps://seekingalpha.com/wsb?source=wsb_podcast:gold_sinksoutshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold sinks by most in four years as Israel-Hezbollah ceasefire nears
Trump prepares broad energy plan to boost gas exports - report

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>https://api.spreaker.com/episode/63009643Tue, 26 Nov 2024 10:55:06 +0000Seeking AlphaDow https://seekingalpha.com/news/4332260-dow-sp-and-nasdaq-ended-higher-to-start-the-holiday-shortened-trading-week?source=wsb_podcast:gold_sinks both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls...outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold sinks by most in four years as Israel-Hezbollah ceasefire nears
Trump prepares broad energy plan to boost gas exports - report

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>330business,economy,financial,gold,investing,news,oil,stocks,treasurysfalsefullHoliday-shortened week kicks off on positive notehttps://seekingalpha.com/wsb?source=wsb_podcast:holiday_shortened_week_positiveadvance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)

Episode transcripts: seekingalpha.com/wsb

Show links: 
JPMorgan updates its U.S. Analyst Focus List
Gold rally may pause, while platinum set to catch up
Nuclear wins as the best alternative energy source

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>https://api.spreaker.com/episode/63005840Mon, 25 Nov 2024 21:16:43 +0000Seeking AlphaDow, S&P, and Nasdaq https://seekingalpha.com/news/4330663-dow-sp-nasdaq-advance-while-yields-slide-at-the-start-of-the-holiday-shortened-week?source=wsb_podcast:holiday_shortened_week_positive while yields slide to start holiday shortened week...advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)

Episode transcripts: seekingalpha.com/wsb

Show links: 
JPMorgan updates its U.S. Analyst Focus List
Gold rally may pause, while platinum set to catch up
Nuclear wins as the best alternative energy source

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>301business,finance,gold,investing,markets,news,stocksfalsefullNvidia's big buildup, then a shrughttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_big_buildup_then_shrug
Episode transcripts: seekingalpha.com/wsb

Show links: 
Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco
Bitcoin flirts with $100K

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>https://api.spreaker.com/episode/62968946Fri, 22 Nov 2024 17:38:48 +0000Seeking AlphaNvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20). Episode...
Episode transcripts: seekingalpha.com/wsb

Show links: 
Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco
Bitcoin flirts with $100K

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>722ai,bitcoin,business,crypto,earnings,investing,news,nvidia,retail,targetfalsefullDirecTV drops Dish deal over debt disputehttps://seekingalpha.com/wsb?source=wsb_podcast:directv_drops_dish_deal_over_debt_disputescraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62965191Fri, 22 Nov 2024 11:08:48 +0000Seeking AlphaDirecTV https://seekingalpha.com/news/4320134-directv-scraps-dish-acquisition-debt-swap-deadlock?source=wsb_podcast:directv_drops_dish_deal_over_debt_dispute DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder...scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>313directtv,phillips66,reddit,stocks,wallstreetfalsefullCutting the line? American Airlines says, ‘not today’https://seekingalpha.com/wsb?source=wsb_podcast:cutting_the_line_american_airlines_says_not_todaygate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)

Episode transcripts: seekingalpha.com/wsb

Show links: 
Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62953752Thu, 21 Nov 2024 12:02:56 +0000Seeking AlphaAmerican Airlines (AAL) rolls out software to call out https://seekingalpha.com/news/4315318-american-airlines-boarding-software-gate-lice?source=wsb_podcast:cutting_the_line_american_airlines_says_not_today ahead of holiday rush. (00:28) TikTok...gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)

Episode transcripts: seekingalpha.com/wsb

Show links: 
Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>379americanairlines,australia,socialmedia,stocks,ukraine,wallstreetfalsefullComcast eyes NBCUniversal cable spinoffhttps://seekingalpha.com/wsb?source=wsb_podcast:comcast_eyes_nbcuniversal_cable_spinoffspin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62862479Wed, 20 Nov 2024 11:45:09 +0000Seeking AlphaComcast (CMCSA) set to announce plan to https://seekingalpha.com/news/4309775-comcast-set-to-announce-plan-to-spin-off-nbcuniversal-cable-tv-networks-wsj?source=wsb_podcast:comcast_eyes_nbcuniversal_cable_spinoff NBCUniversal cable TV networks....spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>430comcast,deltaairlines,shakeshack,stellantis,stocks,wallstreetfalsefullBullish trends, financials and infrastructure, Bitcoin break outhttps://seekingalpha.com/wsb?source=wsb_podcast:bullish_trends_bitcoin_break_outCatch the full conversation on Investing Experts!

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>https://api.spreaker.com/episode/62817735Tue, 19 Nov 2024 19:46:06 +0000Seeking AlphaAre the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out...Catch the full conversation on Investing Experts!

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>723analysis,bitcoin,crypto,earnings,etfs,financials,infrastructure,investing,stocksfalsefullFate Therapeutics rises on Lupus drug datahttps://seekingalpha.com/wsb?source=wsb_podcast:fate_therapeutics_rises_on_lupus_drug_datadrug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62812027Tue, 19 Nov 2024 11:37:52 +0000Seeking AlphaFate Therapeutics (FATE) closes 12% higher after soaring 73% on https://seekingalpha.com/news/4302927-fate-stock-rallies-on-positive-phase-1-data-for-ft819-ft522?source=wsb_podcast:fate_therapeutics_rises_on_lupus_drug_data (update). (00:25) Super...drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>352blackstone,fatetherapeutics,jerseymike's,lupus,stocks,supermicro,wallstreetfalsefullBeware juicy yields and ETF expense ratioshttps://seekingalpha.com/wsb?source=wsb_podcast:beware_juicy_yields_etf_expense_ratiosIn Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. 

Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Ryne Williams YouTube channel
Dividend Growth Investing YouTube channel

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>https://api.spreaker.com/episode/62791303Mon, 18 Nov 2024 19:52:55 +0000Seeking AlphaIn Kim's absence this week, we're bringing you some conversations from recent Investing Experts https://podcasts.apple.com/us/podcast/investing-experts/id1653747327?source=wsb_podcast:beware_juicy_yields_etf_expense_ratios. Today we're discussing...In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. 

Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Ryne Williams YouTube channel
Dividend Growth Investing YouTube channel

Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! ]]>467dividends,etfs,income,reits,yieldsfalsefullSpirit Airlines lands in Chapter 11https://seekingalpha.com/wsb?source=wsb_podcast:spirit_airlines_lands_in_chapter_11financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337boeing,caremax,spiritairlines,stocks,wallstreetfalsefullHere comes the boom: Nvidiahttps://seekingalpha.com/wsb?source=wsb_podcast:here_comes_the_boom_nvidiaguidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)

Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>503ai,chips,dividends,earnings,economy,fed,gpu,housing,mpox,nvidia,retailers,stockmarket,stocks,supermicro,target,wallstreet,walmartfalsefullTesla, crypto and the Trump tradehttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_crypto_trump_tradeearnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals

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Episode transcripts: seekingalpha.com/wsb

Show links: 
Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>914bitcoin,crypto,earnings,economy,inflation,investing,news,nvidia,stocks,trades,trumpfalsefullFord hit with $165M fine for recall delayhttps://seekingalpha.com/wsb?source=wsb_podcast:ford_hit_with_165m_fine_for_recall_delay$165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>375amazon,cruise,ford,gm,hims,hims&hers,nhtsa,stocks,wallstreetfalsefullDisney makes a splash with guidancehttps://seekingalpha.com/wsb?source=wsb_podcast:disney_makes_a_splash_with_guidanceimpressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)

Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62741280Thu, 14 Nov 2024 18:36:49 +0000Seeking AlphaBuyers https://seekingalpha.com/news/4289006-disney-gains-after-the-entertainment-segment-headlines-the-overall-profit-improvement?source=wsb_podcast:disney_makes_a_splash_with_guidance with DIS numbers for '25 and '26. (0:16)...impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)

Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>415asml,disney,earnings,economy,fed,fertitta,generalmills,inflation,jobs,labor,petfood,ppi,prices,rates,stockmarket,stocks,wallstreet,wynn,zetafalsefullAmazon unveils ‘Haul’ for Temu, Shein showdownhttps://seekingalpha.com/wsb?source=wsb_podcast:amazon_unveils_haul_for_temu_shein_showdown$20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338amazon,haul,shein,stocks,temu,threads,vroom,wallstreetfalsefullNo panic on 'crispy' inflation just yethttps://seekingalpha.com/wsb?source=wsb_podcast:no_panic_on_crispy_inflation_just_yetrises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)

Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62723556Wed, 13 Nov 2024 17:28:48 +0000Seeking AlphaAnnual CPI https://seekingalpha.com/news/4284374-cpi-stays-firm-in-october-as-expected-core-cpi-holds-3-3-pace?source=wsb_podcast:no_panic_on_crispy_inflation_just_yet, but in line with expectations. (0:16) Amazon...rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)

Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>354ai,amazon,blackfriday,consumer,cpi,earnings,economy,fed,fomc,groupon,inflation,nvidia,prices,rates,skyworks,softbank,stockmarket,stocks,wallstreet,yieldsfalsefullFrontier reportedly drops bid for Spirithttps://seekingalpha.com/wsb?source=wsb_podcast:frontier_reportedly_drops_bid_for_spiritdrops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>328directv,dishnetwork,frontier,mexico,spiritairlines,stocks,tariffs,wallstreetfalsefullRetail sales bounce backhttps://seekingalpha.com/wsb?source=wsb_podcast:retail_sales_bounce_backgood holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)

Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62706984Tue, 12 Nov 2024 17:00:48 +0000Seeking AlphaNational Retail Federation says survey sets up a https://seekingalpha.com/news/4279608-retail-sales-came-roaring-back-in-october-cnbcnrf-retail-monitor?source=wsb_podcast:retail_sales_bounce_back. (0:16) Shopify jumps on...good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)

Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>356activist,ai,bonds,breakup,commodities,earnings,economy,elliott,gold,homedepot,honeywell,nvidia,retail,retailers,sales,sealimited,shopify,stockmarket,stocks,wallstreetfalsefullSouthwest Airlines grounds workforce to match capacityhttps://seekingalpha.com/wsb?source=wsb_podcast:southwest_airlines_grounds_workforce_to_match_capacitytrim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62704333Tue, 12 Nov 2024 11:44:12 +0000Seeking AlphaSouthwest Airlines (LUV) looks to https://seekingalpha.com/news/4276604-southwest-airlines-looks-to-trim-workforce-to-line-up-with-its-lower-capacity?source=wsb_podcast:southwest_airlines_grounds_workforce_to_match_capacity to line up with its lower...trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>38123andme,occidentalpetroleum,southwestairlines,stocks,wallstreetfalsefullNvidia gets a big vote of confidencehttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_gets_a_big_vote_of_confidencestock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)

Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62694076Mon, 11 Nov 2024 18:15:49 +0000Seeking AlphaPiper Sandler makes NVDA its top large-cap https://seekingalpha.com/news/4273847-nvidia-ticks-up-as-piper-sandler-names-it-top-large-cap-pick?source=wsb_podcast:nvidia_gets_a_big_vote_of_confidence. (0:15) Amazon looking at...stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)

Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>268ai,amazon,bitcoin,cigna,crypto,delivery,economy,humana,monolithic,nvidia,processors,servers,smartglasses,s&p,square,stockmarket,stocks,wallstreet,walmartfalsefullCrypto stocks mining gains premarkethttps://seekingalpha.com/wsb?source=wsb_podcast:crypto_stocks_mining_gains_premarketCrypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62690118Mon, 11 Nov 2024 11:42:43 +0000Seeking AlphaBiggest stock movers Monday: https://seekingalpha.com/news/4272963-biggest-stock-movers-monday?source=wsb_podcast:crypto_stocks_mining_gains_premarket and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to...Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>325crypto,mckesson,oracle,smith&nephew,stocks,veradigm,wallstreetfalsefullTraders brace for latest inflation datahttps://seekingalpha.com/wsb?source=wsb_podcast:traders_brace_for_latest_inflation_datacore CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)

Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62682702Sun, 10 Nov 2024 17:39:42 +0000Seeking AlphaThe https://seekingalpha.com/news/4266568-catalyst-watch-alibaba-earnings-disney-drama-cpi-print-13f-filings-and-more-election-scrambling?source=wsb_podcast:traders_brace_for_latest_inflation_data is expected to have risen 0.3% in October. (0:17)...core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)

Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>40913f,bitcoin,cpi,disney,dividends,earnings,economy,fed,hedgefund,inflation,merger,oil,prices,rates,russia,stockmarket,stocks,wallstreetfalsefullIt pays to be a bullhttps://seekingalpha.com/wsb?source=wsb_podcast:pays_to_be_a_bullDaily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>495amazon,apple,etfs,google,investing,microsoft,palantir,stocks,tech,tesla,tradingfalsefullGreat expectations: Earnings guidance, Fed cutshttps://seekingalpha.com/wsb?source=wsb_podcast:great_expectations_earnings_guidance_fed_cuts
Show links: 
Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62662475Fri, 08 Nov 2024 11:40:01 +0000Seeking AlphaFederal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks. Show links: ...
Show links: 
Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut

Episode transcripts: seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>262asia,earnings,fed,inflation,investing,japan,news,semiconductors,stocks,techfalsefullFed chief Powell has his 'I'm not leaving' momenthttps://seekingalpha.com/wsb?source=wsb_podcast:fed_chief_powell_has_im_not_leaving_momentnot permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) 

Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62658103Thu, 07 Nov 2024 21:59:10 +0000Seeking AlphaPowell says president removing Fed chairman...not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) 

Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62651111Thu, 07 Nov 2024 11:44:31 +0000Seeking AlphaAirbnb (ABNB) Q3 https://seekingalpha.com/news/4255670-airbnb-q3-earnings-focus-on-us-market-and-latest-initiatives?source=wsb_podcast:airbnb_earnings_on_deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on...earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>434airbnb,costco,stocks,tesla,wallstreetfalsefullWall Street's election winners and losershttps://seekingalpha.com/wsb?source=wsb_podcast:wall_streets_election_winners_and_losersrally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)

Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>379ai,banks,bonds,economy,election,evs,fed,harris,incumbent,inflation,rates,renewables,stockmarket,stocks,supermicro,tariffs,tesla,trump,wallstreet,yieldsfalsefullTrump wins presidential electionhttps://seekingalpha.com/wsb?source=wsb_podcast:trump_wins_presidential_electionDonald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DJT, SMCI, and more
Dave faces FTC complaint alleging deceptive practices toward consumers
Nvidia retakes world’s most-valuable company title from Apple as market cap climbs
Hawaiian Electric completes $2B settlement on deadly Maui fire

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DJT, SMCI, and more
Dave faces FTC complaint alleging deceptive practices toward consumers
Nvidia retakes world’s most-valuable company title from Apple as market cap climbs
Hawaiian Electric completes $2B settlement on deadly Maui fire

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>351cannabis,djt,irobot,president,spiritaerosystems,stocks,trump,wallstreetfalsefullInvestors try to focus on fundamentals on Election Dayhttps://seekingalpha.com/wsb?source=wsb_podcast:investors_try_to_focus_on_fundamentals_on_election_daySo far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)

Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62624827Tue, 05 Nov 2024 17:06:00 +0000Seeking Alphahttps://seekingalpha.com/news/4246903-sp500-nasdaq-dow-jones-outlook-stock-market-election?source=wsb_podcast:investors_try_to_focus_on_fundamentals_on_election_day, stocks are in the green, while bonds are under pressure. (0:16) Services activity...So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)

Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>353archerdaniels,bonds,democrats,earnings,economy,election,fundstrat,harris,inflation,midcap,palantir,president,republicans,services,stockmarket,stocks,trump,voting,wallstreet,yumfalsefullDebt weighs on voters on Election Dayhttps://seekingalpha.com/wsb?source=wsb_podcast:debt_weighs_on_voters_on_election_dayDebt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347boeing,electionday,stocks,vikingtherapeutics,wallstreetfalsefullViking weight loss pill sees positive early datahttps://seekingalpha.com/wsb?source=wsb_podcast:viking_weight_loss_pill_sees_positive_early_data8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47) 

Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62610429Mon, 04 Nov 2024 17:25:08 +0000Seeking AlphaThose with 100mg doses of VK2735 lost an average of https://seekingalpha.com/news/4241430-viking-shares-jump-after-positive-early-data-on-oral-obesity-pill-lilly-novo-drop?source=wsb_podcast:viking_weight_loss_pill_sees_positive_early_data. (0:15)...8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47) 

Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>326ai,amazon,bonds,datacenter,economy,factoryorders,fed,marriott,nuclear,obesity,peloton,pill,power,sherwin-williams,stockmarket,stocks,talen,viking,wallstreet,weightlossfalsefullNissan, Mitsubishi to form robotaxi, EV battery JVhttps://seekingalpha.com/wsb?source=wsb_podcast:nissan_mitsubishi_to_form_robotaxi_ev_battery_jvform JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62604270Mon, 04 Nov 2024 11:33:27 +0000Seeking AlphaNissan (NSANY), Mitsubishi (MSBHF) to https://seekingalpha.com/news/4241248-nissan-mitsubishi-jv-robotaxi-ev-battery-services?source=wsb_podcast:nissan_mitsubishi_to_form_robotaxi_ev_battery_jv for robotaxi, EV battery services - report. (00:23)...form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>347airtransportservicesgroup,mitsubishi,nissan,palantir,stocks,stonepeak,wallstreetfalsefullElection Day anticipationhttps://seekingalpha.com/wsb?source=wsb_podcast:election_day_anticipationinvest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)

Show Notes
Here's how to invest for a Trump or Harris presidency

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62599130Sun, 03 Nov 2024 22:38:39 +0000Seeking AlphaHow to https://seekingalpha.com/market-news/live-event?source=wsb_podcast:election_day_anticipation no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets...invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)

Show Notes
Here's how to invest for a Trump or Harris presidency

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>335apple,bankruptcy,berkshirehathaway,buffett,earnings,economy,election,fed,fomc,harris,president,rates,stockmarket,stocks,tgifriday's,trump,wallstreetfalsefullBoeing aims to land union deal…againhttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_aims_to_land_union_deal_againdeal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62580281Fri, 01 Nov 2024 10:45:05 +0000Seeking AlphaBoeing (BA) reaches https://seekingalpha.com/news/4232165-boeing-reaches-deal-to-end-machinist-strike?source=wsb_podcast:boeing_aims_to_land_union_deal_again to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of...deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344abbott,aurora,boeing,reckitt,stocks,wallstreetfalsefullStocks get a Halloween tech scarehttps://seekingalpha.com/wsb?source=wsb_podcast:stocks_get_a_halloween_tech_scarespooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)

Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62573763Thu, 31 Oct 2024 18:54:40 +0000Seeking AlphaGuidance from Microsoft and Meta spark a https://seekingalpha.com/news/4227466-sp500-nasdaq-dow-jones-outlook-pce?source=wsb_podcast:stocks_get_a_halloween_tech_scaref. (0:15) The Fed's favorite inflation gauge...spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)

Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>376cable,ceo,comcast,earnings,economy,esteelauder,fed,halloween,inflation,meta,microsoft,nasdaq,options,peloton,rates,selloff,stockmarket,stocks,technology,uberfalsefullStarbucks brews a comeback, ditches non-dairy upchargeshttps://seekingalpha.com/wsb?source=wsb_podcast:starbucks_brews_a_comeback_ditches_non_dairy_upchargesneighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62567142Thu, 31 Oct 2024 10:55:20 +0000Seeking AlphaStarbucks (SBUX) plans to get back to the https://seekingalpha.com/news/4226246-starbucks-plans-to-get-back-to-the-neighborhood-coffeehouse-vibe?source=wsb_podcast:starbucks_brews_a_comeback_ditches_non_dairy_upcharges vibe. (00:23) Blackstone (BX) is...neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>336blackstone,disney,grammys,starbucks,stocks,wallstreetfalsefullSuper Micro Computer plunges as its auditor quitshttps://seekingalpha.com/wsb?source=wsb_podcast:super_micro_computer_plunges_as_its_auditor_quitsresigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)

Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62560267Wed, 30 Oct 2024 19:45:05 +0000Seeking AlphaErnst & Young https://seekingalpha.com/news/4222850-super-micro-computer-plummets-as-auditor-resigns?source=wsb_podcast:super_micro_computer_plunges_as_its_auditor_quits of the AI server maker. (0:15) U.S. GDP...resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)

Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>472ai,amd,auditor,consumer,earnings,economy,ernst&young,fed,garmin,gdp,google,jobs,lilly,rates,robotaxi,shakeshack,stocks,supermicrocomputer,waymo,weightlossfalsefullReddit gets an upvote from investorshttps://seekingalpha.com/wsb?source=wsb_podcast:reddit_gets_an_upvote_from_investorsrobust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GOOG, SNAP, and more
Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg
Ukraine, Russia said to be in talks over halting attacks on energy infrastructure
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62554252Wed, 30 Oct 2024 10:42:10 +0000Seeking AlphaSolid user engagement drives Reddit's https://seekingalpha.com/news/4221090-solid-user-engagement-drives-reddits-robust-results-shares-soar?source=wsb_podcast:reddit_gets_an_upvote_from_investors; shares soar. (00:24) Roaring Kitty...robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GOOG, SNAP, and more
Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg
Ukraine, Russia said to be in talks over halting attacks on energy infrastructure
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338chewy,jpmorganchase,reddit,stocks,wallstreetfalsefullSoftbank CEO says Nvidia is undervaluedhttps://seekingalpha.com/wsb?source=wsb_podcast:softbank_ceo_says_nvidia_is_undervaluedsuper AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)

Show Notes
The most overbought and oversold global assets
PayPal stock slips after Q3 revenue misses

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62544777Tue, 29 Oct 2024 17:25:11 +0000Seeking AlphaMasayoshi Son predicts https://seekingalpha.com/news/4217818-nvidia-undervalued-softbank-ceo-says-as-hundreds-of-billions-needed-for-ai?source=wsb_podcast:softbank_ceo_says_nvidia_is_undervalued 10,000 times smarter than humans by 2035. (0:15) Ford...super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)

Show Notes
The most overbought and oversold global assets
PayPal stock slips after Q3 revenue misses

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>361ai,consumer,d.r.horton,earnings,economy,f5,ford,jobs,jolts,labor,mcdonald's,nvidia,paypal,pfizer,softbank,stockmarket,stocks,superintelligence,wallstreet,yieldsfalsefullMicrosoft accuses Google of shadow campaignshttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_accuses_google_of_shadow_campaignsshadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62540677Tue, 29 Oct 2024 10:59:10 +0000Seeking AlphaMicrosoft (MSFT) accuses Google (GOOG) (GOOGL) of https://seekingalpha.com/news/4216949-microsoft-accuses-google-shadow-campaigns-astroturf-group?source=wsb_podcast:microsoft_accuses_google_of_shadow_campaigns, slams new astroturf group. (00:25) DOJ...shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>382camp,campbells,google,j&j,jnj,microsoft,stocks,wallstreetfalsefullRobinhood rolls out election bettinghttps://seekingalpha.com/wsb?source=wsb_podcast:robinhood_rolls_out_election_bettingoffers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)

Show Notes
Hedge funds are a lot more skittish for this round of Magnificent 7 earnings
Boeing looks to raise up to $19 billion in share offering

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62531809Mon, 28 Oct 2024 16:50:45 +0000Seeking AlphaRobinhood https://seekingalpha.com/news/4212717-robinhood-to-let-customers-trade-based-on-us-presidential-election-predictions?source=wsb_podcast:robinhood_rolls_out_election_betting paying off for Harris or Trump wins. (0:16) Oil...offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)

Show Notes
Hedge funds are a lot more skittish for this round of Magnificent 7 earnings
Boeing looks to raise up to $19 billion in share offering

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>293betting,boeing,e.coli,economy,election,harris,lightbridge,magnificent7,mcdonald's,nuclear,oil,onsemi,politics,presidential,quarterpounder,robinhood,stockmarket,stocks,trump,wallstreetfalsefullVolkswagen readies $4.3B cost-cutting planhttps://seekingalpha.com/wsb?source=wsb_podcast:volkswagen_readies_43b_cost_cutting_plancost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>363elililly,mcdonalds,philips,stocks,volkswagen,wallstreetfalsefullEarnings from Apple, Amazon, Google, Microsoft and Metahttps://seekingalpha.com/wsb?source=wsb_podcast:earnings_from_apple_amazon_google_microsoft_and_metabiggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)

Show Notes
The most overweight stocks in ESG funds
Earnings Calendar
Dividend Roundup 

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62520894Sun, 27 Oct 2024 18:19:31 +0000Seeking AlphaFive of the https://seekingalpha.com/article/4729746-amazon-alphabet-and-apple-headline-big-earnings-week-for-tech?source=wsb_podcast:earnings_from_apple_amazon_google_microsoft_and_meta will report earnings. (0:17) Q3 GDP and the October jobs report...biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)

Show Notes
The most overweight stocks in ESG funds
Earnings Calendar
Dividend Roundup 

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>418alphabet,amazon,apple,chips,crowdstrike,delta,dividends,earnings,economy,export,gdp,google,jobs,labor,lawsuit,meta,microsoft,stocks,taiwansemi,techfalsefullCapri tanks on blocked Tapestry dealhttps://seekingalpha.com/wsb?source=wsb_podcast:capri_tanks_on_blocked_tapestry_dealjudge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>290capriholdings,ioneer,spiritairlines,stocks,tapestry,wallstreetfalsefullLabor market keeps defying the doomsayershttps://seekingalpha.com/wsb?source=wsb_podcast:labor_market_keeps_defying_the_doomsayersclaims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)

Show Notes
Societe Generale’s global nuclear-exposed picks as capacity increases
UPS rallies after solid earnings into the holiday season; FedEx also higher

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62491519Thu, 24 Oct 2024 17:51:11 +0000Seeking AlphaJobless https://seekingalpha.com/news/4199341-initial-jobless-claims-unexpectedly-drop-in-past-week?source=wsb_podcast:labor_market_keeps_defying_the_doomsayers in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of...claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)

Show Notes
Societe Generale’s global nuclear-exposed picks as capacity increases
UPS rallies after solid earnings into the holiday season; FedEx also higher

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>388ai,e.coli,economy,homes,honeywell,housing,ibm,jobs,labor,mcdonald's,nuclear,onions,palladium,recall,recession,sanctions,softlanding,stocks,ups,yieldsfalsefullBoeing workers reject contract, strike continueshttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_workers_reject_contract_strike_continuesreject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>301boeing,singtel,stock,tesla,wallstreetfalsefullBoeing loses $6 billionhttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_loses_6_billionbad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)

Show Notes
Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities
AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62478340Wed, 23 Oct 2024 19:47:22 +0000Seeking AlphaIs all the https://seekingalpha.com/news/4194411-boeing-reports-6b-loss-as-new-ceo-ortberg-touts-labor-deal priced in now for Boeing? (0:15) Stocks https://seekingalpha.com/news/4196422-stock-market-news-today-nasdaq-sp500-dow-jones on chip weakness....bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)

Show Notes
Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities
AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>341at&t,bitcoin,boeing,chips,commodiites,earnings,enphase,gold,inflation,nvidia,paultudorjones,stockmarket,stocks,texasinstruments,wallstreetfalsefullMcDonald’s shares dip on E. coli outbreakhttps://seekingalpha.com/wsb?source=wsb_podcast:mcdonalds_shares_dip_on_e_coli_outbreakE. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62472662Wed, 23 Oct 2024 10:51:54 +0000Seeking AlphaWhat investors need to know about the McDonald's (MCD) https://seekingalpha.com/news/4193157-what-investors-need-to-know-about-the-mcdonalds-e-coli-outbreak?source=wsb_podcast:mcdonalds_shares_dip_on_e_coli_outbreak. (00:23) Spirit Airlines (SAVE)...E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385disney,e.coli,frontier,mcdonald's,spiritairlines,stocks,wallstreetfalsefullSmoking and driving get earnings applausehttps://seekingalpha.com/wsb?source=wsb_podcast:smoking_and_driving_get_earnings_applauseZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)

Show Notes
Goldman's top high dividend yield and growth stocks
Walmart adds same-day prescription delivery service

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62465484Tue, 22 Oct 2024 17:54:29 +0000Seeking AlphaPhilip Morris International sees strong https://seekingalpha.com/news/4188938-key-takeaways-from-philip-morris-internationals-earning-report?source=wsb_podcast:smoking_and_driving_get_earnings_applause. (0:15) GM internal combustion strength...ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)

Show Notes
Goldman's top high dividend yield and growth stocks
Walmart adds same-day prescription delivery service

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>378autos,delivery,drugs,earnings,economy,forecast,ge,genuineparts,global,gm,imf,lockheedmartin,phililpmorris,prescription,stockmarket,stocks,tobacco,verizon,wallstreet,walmartfalsefullCheesecake Factory jumps after activist calls for splithttps://seekingalpha.com/wsb?source=wsb_podcast:cheesecake_factory_jumps_after_activist_calls_for_splitactivist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62461687Tue, 22 Oct 2024 10:49:55 +0000Seeking AlphaCheesecake Factory gains after report https://seekingalpha.com/news/4187500-cheesecake-factory-gains-after-report-activist-pushing-for-breakup?source=wsb_podcast:cheesecake_factory_jumps_after_activist_calls_for_split pushing for breakup. (00:25)...activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>340aca,cheesecakefactory,contraception,elililly,stocks,wallstreetfalsefullFerrari unveils first new supercar in a decadehttps://seekingalpha.com/wsb?source=wsb_podcast:ferrari_unveils_first_new_supercar_in_a_decadeshows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)

Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62441855Mon, 21 Oct 2024 17:13:46 +0000Seeking AlphaWith its stock up 40% YTD, Ferrari https://seekingalpha.com/news/4181245-red-hot-ferrari-unveiled-its-first-supercar-in-more-than-a-decade?source=wsb_podcast:ferrari_unveils_first_new_supercar_in_a_decade. (0:16) China cuts...shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)

Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>368ai,autos,boeing,china,economy,f80,ferrari,lumen,meta,rates,spiritairlines,stockmarket,stocks,strike,supercar,wallstreet,yieldsfalsefullPerplexity AI targets $8B valuation in new fundinghttps://seekingalpha.com/wsb?source=wsb_podcast:perplexity_ai_targets_8b_valuation_in_new_funding$8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62436775Mon, 21 Oct 2024 10:36:45 +0000Seeking AlphaAI search startup Perplexity (NVDA) aims for https://seekingalpha.com/news/4181351-ai-search-startup-perplexity-aims-for-8b-valuation-in-new-funding-round-wsj?source=wsb_podcast:perplexity_ai_targets_8b_valuation_in_new_funding in new round. (00:25)...$8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>339kenvue,perplexityai,starboard,stocks,ubs,wallstreetfalsefullHere come Tesla earningshttps://seekingalpha.com/wsb?source=wsb_podcast:here_come_tesla_earningsnumbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56) 

Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62429653Sun, 20 Oct 2024 16:32:35 +0000Seeking AlphaWill the https://seekingalpha.com/article/4727357-tesla-boeing-ibm-and-general-electric-head-into-the-earnings-confessional?source=wsb_podcast:here_come_tesla_earnings improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders...numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56) 

Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385bankruptcy,boeing,dividends,durables,earnings,economy,ev,preview,stockmarket,stocks,strike,tesla,tgifriday's,wallstreet,weekaheadfalsefullNetflix global memberships maintain double-digit growthhttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_jumps_as_global_memberships_maintain_double_digit_growth_in_q3stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62409745Fri, 18 Oct 2024 10:34:58 +0000Seeking AlphaKey takeaways from Netflix's (NFLX) third-quarter earnings as...stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>368bridge,forwardair,netflix,stocks,stripe,wallstreetfalsefullRetail sales bolster the case for no recessionhttps://seekingalpha.com/wsb?source=wsb_podcast:retail_sales_bolster_the_case_for_no_recessionkeeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)

Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62402713Thu, 17 Oct 2024 18:48:30 +0000Seeking AlphaThe consumer https://seekingalpha.com/news/4169266-us-retail-sales-climb-more-than-expected-in-september?source=wsb_podcast:retail_sales_bolster_the_case_for_no_recession, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores...keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)

Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>362ai,blackstone,chips,consumer,earnings,economy,fed,jobs,labor,layoffs,manufacturing,meta,rates,recession,redrobin,retail,stockmarket,stocks,taiwansemi,yieldsfalsefullExpedia gains on Uber takeover reporthttps://seekingalpha.com/wsb?source=wsb_podcast:expedia_gains_on_uber_takeover_reportpotential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62396057Thu, 17 Oct 2024 10:52:19 +0000Seeking AlphaExpedia (EXPE) gains after report Uber (UBER) explored https://seekingalpha.com/news/4168149-expedia-gains-after-report-uber-explored-potential-takeover?source=wsb_podcast:expedia_gains_on_uber_takeover_report. (00:24) Meta Platforms (META)...potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags

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Show Notes
GameStop becomes an authorized dealer of sports and hobby trading cards
Amazon signs deals to invest in small nuclear reactors to power AI
British American Tobacco plans to sell synthetic nicotine pouches in U.S.

Episode transcripts: seekingalpha.com/wsb
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Show Notes
GameStop becomes an authorized dealer of sports and hobby trading cards
Amazon signs deals to invest in small nuclear reactors to power AI
British American Tobacco plans to sell synthetic nicotine pouches in U.S.

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments

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Show Notes
Bullish software stocks you shouldn’t sleep on
Medical Properties Trust investigation findings refute short seller allegations

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Bullish software stocks you shouldn’t sleep on
Medical Properties Trust investigation findings refute short seller allegations

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344frontier,google,nuclear,nuscalepower,oklo,stocks,verizon,wallstreetfalsefullApple, Nvidia get research lovehttps://seekingalpha.com/wsb?source=wsb_podcast:apple_nvidia_get_research_loveTactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01)

Show Notes
OPEC lowers global oil demand growth outlook for third-straight month
Three U.S. professors win Nobel Prize for economics

Episode transcripts: seekingalpha.com/wsb
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Show Notes
OPEC lowers global oil demand growth outlook for third-straight month
Three U.S. professors win Nobel Prize for economics

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns

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Episode transcripts seekingalpha.com/wsb.

Show links: 
China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338b.riley,greatamerican,sentinelone,spacex,stocks,wallstreetfalsefullNetflix in spotlight as earnings rev uphttps://seekingalpha.com/wsb?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_upuser numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47)

Show Notes
Long high-end spending and short low-end spending
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Long high-end spending and short low-end spending
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>381berkshire,buffett,consumer,dividends,earnings,economy,google,judge,netflix,playstore,rates,retailers,retailsales,siriusxm,spending,stockmarket,stocks,streaming,wallstreetfalsefullTesla Shows Off Cybercab, robovan, and robothttps://seekingalpha.com/wsb?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robotshows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>337florida,milton,parks,stocks,tesla,triumph,wallstreetfalsefullInflation stubborn as jobs wobblehttps://seekingalpha.com/wsb?source=wsb_podcast:inflation_stubborn_as_jobs_wobblehotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20)  Apple and Amazon team up on streaming. (4:25)

Show Notes
Winners and losers from Piper Sandler's latest survey of teenagers
Pfizer ex-CEO and CFO exit Starboard activist campaign

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62318299Thu, 10 Oct 2024 19:55:36 +0000Seeking AlphaThe September CPI arrives https://seekingalpha.com/news/4157543-september-cpi-rises-more-than-expected-indicating-inflation-risks-remain?source=wsb_podcast:inflation_stubborn_as_jobs_wobble than expected. (0:15) Jobless claims hit...hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20)  Apple and Amazon team up on streaming. (4:25)

Show Notes
Winners and losers from Piper Sandler's latest survey of teenagers
Pfizer ex-CEO and CFO exit Starboard activist campaign

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>407amazon,apple,appletv,claims,cpi,delta,domino's,earnings,economy,fed,inflation,jobs,labor,paypal,pfizer,prime,rates,shopping,streaming,teenfalsefullDelta Q3 earnings in focus after CrowdStrike outagehttps://seekingalpha.com/wsb?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outageQ3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>308blackrock,deltaairlines,openai,stocks,wallstreetfalsefullNvidia CEO sees reasoning AI if costs slidehttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slideAI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk. (2:09)

Show Notes
Taiwan Semi's September revenue surges
Apple's global PC shipments tumble, Lenovo leads

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Taiwan Semi's September revenue surges
Apple's global PC shipments tumble, Lenovo leads

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62297499Wed, 09 Oct 2024 10:30:29 +0000Seeking AlphaU.S. considers https://seekingalpha.com/news/4157152-us-considers-breakup-of-google-in-landmark-antitrust-case?source=wsb_podcast:doj_weighs_google_breakup in landmark antitrust case. (00:22) Boeing...breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>374boeing,doj,google,lasvegas,stocks,tropicana,wallstreetfalsefullMcDonald's takes on 'conspiracy' of beefhttps://seekingalpha.com/wsb?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beefsues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)

Show Notes
End of Lilly obesity drug shortage leads to lawsuit
China balks at major stimulus

Episode transcripts: seekingalpha.com/wsb
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Show Notes
End of Lilly obesity drug shortage leads to lawsuit
China balks at major stimulus

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>356ai,beef,china,earnings,economy,fda,lawsuit,lilly,mcdonald's,microsoft,nvidia,oil,pepsi,pricefixing,stockmarket,stocks,wallstreet,weight-lossfalsefullSamsung warns of Q3 profit hithttps://seekingalpha.com/wsb?source=wsb_podcast:samsung_warns_of_q3_profit_hitstruggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>405foxconn,ftx,nvidia,samsung,stocks,wallstreetfalsefullSuper Micro Computer up on strong shipment datahttps://seekingalpha.com/wsb?source=wsb_podcast:super_micro_computer_up_on_strong_shipment_data100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)

Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62273442Mon, 07 Oct 2024 17:40:41 +0000Seeking AlphaThe AI server company says it is shipping more than https://seekingalpha.com/news/4156761-super-micro-jumps-on-positive-shipment-data?source=wsb_podcast:super_micro_computer_up_on_strong_shipment_data. (0:16) Apple gets a...100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)

Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344ai,amazon,apple,economy,google,healthcare,inverted,lambweston,rates,search,servers,stockmarket,stocks,supermicro,tiktok,wallstreet,yieldcurvefalsefullStarboard takes $1B stake in Pfizerhttps://seekingalpha.com/wsb?source=wsb_podcast:starboard_takes_1b_stake_in_pfizer$1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62268131Mon, 07 Oct 2024 10:25:43 +0000Seeking AlphaActivist Starboard takes https://seekingalpha.com/news/4156615-activist-starboard-takes-1b-stake-in-pfizer-wsj?source=wsb_podcast:starboard_takes_1b_stake_in_pfizer in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes...$1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>332arcadium,joker,lithium,movie,pfizer,riotinto,starboardvalue,stocks,wallstreetfalsefullNvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic weekhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_ai_summit_tesla_robotaxi_day_cpi_highlight_hectic_weekthree AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)

Show Notes
Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
Wynn Resorts granted UAE’s first commercial gaming license
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62259871Sun, 06 Oct 2024 17:28:00 +0000Seeking AlphaNvidia's three-day summit is one of https://seekingalpha.com/article/4725099-stocks-to-watch-include-tesla-zoom-video-pepsico-and-delta-air?source=wsb_podcast:nvidia_ai_summit_tesla_robotaxi_day_cpi_highlight_hectic_week. (0:17)...three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)

Show Notes
Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
Wynn Resorts granted UAE’s first commercial gaming license
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>469ai,banks,cpi,dividends,earnings,economy,fed,inflation,nvidia,rates,robotaxi,self-driving,s&p500,stockmarket,stocks,summit,tech,tesla,wallstreetfalsefullSpirit Airlines exploring bankruptcy option - reporthttps://seekingalpha.com/wsb?source=wsb_podcast:spirit_airlines_exploring_bankruptcy_option_reportconsidering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SAVE and SMMT
What Seeking Alpha analysts think about the Tesla robotaxi event
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SAVE and SMMT
What Seeking Alpha analysts think about the Tesla robotaxi event
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>314hims&hers,port,spirtairlines,stocks,strike,wallstreetfalsefullNvidia GPU demand is 'insane'https://seekingalpha.com/wsb?source=wsb_podcast:nvidia_GPU_demand_is_insaneare on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)

Show Notes 
Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets
The most crowded restaurant stocks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62215544Thu, 03 Oct 2024 20:22:14 +0000Seeking AlphaCEO Jensen Huang says the new Blackwells for AI https://seekingalpha.com/news/4155755-nvidia-ceo-said-blackwell-demand-is-insane?source=wsb_podcast:nvidia_GPU_demand_is_insane. (0:16) Tesla chief information officer...are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)

Show Notes 
Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets
The most crowded restaurant stocks

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>333ai,blackwell,chips,cio,drug,economy,elililly,fda,ism,jobs,nvidia,oil,robotaxi,semiconductors,shortage,stockmarket,stocks,tesla,wallstreet,weightlossfalsefullLEVI loses its stitch, weighs Dockers salehttps://seekingalpha.com/wsb?source=wsb_podcast:levi_loses_its_stitch_weighs_dockers_salefeeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends. (03:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>411boeing,levi's,levistrauss,stocks,tesla,wallstreetfalsefullHumana tumbles on Medicare numbershttps://seekingalpha.com/wsb?source=wsb_podcast:humana_tumbles_on_medicare_numbersdrop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)

Show Notes
BofA’s top 10 ideas for the fourth quarter
Barclays sees little upside for Super Micro

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62199208Wed, 02 Oct 2024 18:05:44 +0000Seeking AlphaMembers in top-rated Medicare plans for 2025 https://seekingalpha.com/news/4155395-humana-stock-falls-medicare-star-ratings-update?source=wsb_podcast:humana_tumbles_on_medicare_numbers. (0:16) Joby Aviation...drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)

Show Notes
BofA’s top 10 ideas for the fourth quarter
Barclays sees little upside for Super Micro

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>404adp,ai,deliveries,economy,employment,evs,health,humana,insurance,jobs,joby,medicare,salesforce,stockmarket,stocks,supermicro,tesla,wallstreetfalsefull‘Just Do It’ falls flat as stock swooshes downhttps://seekingalpha.com/wsb?source=wsb_podcast:just_do_it_falls_flat_as_stock_swooshes_downmixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears of wider war mount, oil continues to gain. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62193238Wed, 02 Oct 2024 10:32:19 +0000Seeking AlphaNike (NKE) reports https://seekingalpha.com/news/4155311-nike-earnings-the-biggest-takeaways-and-the-stocks-falling-along-with-the-swoosh?source=wsb_podcast:just_do_it_falls_flat_as_stock_swooshes_down with a beat on profit, miss on sales; delays...mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears of wider war mount, oil continues to gain. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>372iran,israel,nike,oil,samsung,stocks,wallstreetfalsefullIsrael braces for Iran missile attackhttps://seekingalpha.com/wsb?source=wsb_podcast:israel_braces_for_iran_missile_attackoil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)

Show Notes
Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA
Boeing looking to raise at least $10B via share sale

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62181459Tue, 01 Oct 2024 16:18:58 +0000Seeking AlphaStocks sink, https://seekingalpha.com/news/4155012-israel-iran-missile-lebanon-oil-gold-conflict-commodities-mideast?source=wsb_podcast:israel_braces_for_iran_missile_attack as reports say Iran attack is 'imminent.' (0:15) Disney...oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)

Show Notes
Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA
Boeing looking to raise at least $10B via share sale

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>375boeing,cerebras,conflict,disney,economy,gold,ipo,irael,iran,ism,jobs,mideast,missile,nio,nvidia,oil,stockmarket,stocks,wallstreet,yieldsfalsefullT-Mobile settles data breach cases with FCC for $31.5Mhttps://seekingalpha.com/wsb?source=wsb_podcast:tmobile_settles_data_breach_cases_with_fcc_for_315mdata breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62177599Tue, 01 Oct 2024 10:39:17 +0000Seeking AlphaT-Mobile US (TMUS) to settle https://seekingalpha.com/news/4154690-t-mobile-us-to-settle-data-breach-cases-with-the-fcc-for-315m?source=wsb_podcast:tmobile_settles_data_breach_cases_with_fcc_for_315m with the FCC for $31.5M. (00:23) CVS Health (CVS)...data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385cvs,cvshealth,pepsico,sietefoods,stocks,tmobile,wallstreetfalsefullAT&T exits DirecTV, which buys DISH and Slinghttps://seekingalpha.com/wsb?source=wsb_podcast:att_exits_directv_which_buys_dish_and_slingpays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)

Show Notes
Wall Street institutions share their S&P 500 year-end targets
Core inflation is still 'uncomfortably' above the Fed's goal - Bowman

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62166958Mon, 30 Sep 2024 16:20:29 +0000Seeking AlphaTPG-owned DirecTV https://seekingalpha.com/news/4154432-echostar-gains-as-directv-and-dish-merge-to-create-largest-us-pay-tv-provider?source=wsb_podcast:att_exits_directv_which_buys_dish_and_sling for EchoStar's video distribution business. (0:15)...pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)

Show Notes
Wall Street institutions share their S&P 500 year-end targets
Core inflation is still 'uncomfortably' above the Fed's goal - Bowman

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>372at&t,bowman,chicagopmi,china,coal,directv,dish,economy,fed,rates,shanghai,sling,s&p,stockmarket,stocks,television,u.k.,wallstreetfalsefullEast Coast port strike starts Tuesdayhttps://seekingalpha.com/wsb?source=wsb_podcast:east_coast_port_strike_starts_tuesdayport strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Chinese stocks, and more
Stocks to watch amid the threat of a major East Coast port strike this week
Israel downgraded by Moody's as war weighs on economy
Economic growth, interest rates to dictate quality factor in stocks, Goldman says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62163189Mon, 30 Sep 2024 10:41:58 +0000Seeking AlphaEast Coast https://seekingalpha.com/news/4154357-east-coast-port-strike-to-begin-early-tuesday-union-says?source=wsb_podcast:east_coast_port_strike_starts_tuesday to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to...port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Chinese stocks, and more
Stocks to watch amid the threat of a major East Coast port strike this week
Israel downgraded by Moody's as war weighs on economy
Economic growth, interest rates to dictate quality factor in stocks, Goldman says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>382amazon,newsom,ports,stocks,strike,wallstreetfalsefullDo jobs or profits rule the week?https://seekingalpha.com/wsb?source=wsb_podcast:do_jobs_or_profits_rule_the_weekSeptember. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)

Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62156813Sun, 29 Sep 2024 20:08:31 +0000Seeking AlphaEconomists expect the 144K jobs added in https://seekingalpha.com/article/4723858-spotlight-on-nike-samsung-carnival-and-a-reit-ipo-debut?source=wsb_podcast:do_jobs_or_profits_rule_the_week. (0:29) Nike may...September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)

Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>317earnings,economy,employment,fed,inflation,jobs,nike,payrolls,stockmarket,stocks,wallstreetfalsefullBristol-Myers wins FDA nod for novel antipsychotichttps://seekingalpha.com/wsb?source=wsb_podcast:bristol_myers_wins_fda_nod_for_novel_antipsychoticFDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62126431Fri, 27 Sep 2024 09:57:20 +0000Seeking AlphaBristol-Myers (BMY) wins https://seekingalpha.com/news/4153957-bristol-myers-wins-fda-nod-for-first-of-its-kind-antipsychotic?source=wsb_podcast:bristol_myers_wins_fda_nod_for_novel_antipsychotic for first-of-its-kind antipsychotic. (00:25) DirecTV,...FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>302bristolmyerssquibb,directtv,stocks,trumpmedia,uav,wallstreetfalsefullMicron renews AI chip enthusiasmhttps://seekingalpha.com/wsb?source=wsb_podcast:micron_renews_ai_chip_enthusiasmguidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)

Show Notes
Buy Tesla call options ahead of two October catalyst events - Goldman
Durable goods orders come in flat in August; core number rises more than forecast

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62119126Thu, 26 Sep 2024 17:50:58 +0000Seeking AlphaStrong https://seekingalpha.com/news/4153615-microns-guidance-surprises-wall-street-as-the-ai-train-continues-to-roll-on?source=wsb_podcast:micron_renews_ai_chip_enthusiasm has shares of MU rallying sharply. (0:16) Southwest raises guidance as it...guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)

Show Notes
Buy Tesla call options ahead of two October catalyst events - Goldman
Durable goods orders come in flat in August; core number rises more than forecast

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>342accenture,ai,chips,dividends,durable,economy,gdp,jobs,micron,nvidia,options,paypal,searning,semiconductors,southwest,stockmarket,stocks,teslafalsefullOpenAI eyes restructure, Murati exitshttps://seekingalpha.com/wsb?source=wsb_podcast:openai_eyes_restructure_murati_exitsnon-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, ARMK, and more
Vistra passes Nvidia to become S&P 500's top gainer this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62114703Thu, 26 Sep 2024 10:55:02 +0000Seeking AlphaOpenAI (MSFT) to remove https://seekingalpha.com/news/4153464-openai-to-remove-non-profit-control-give-altman-equity-stake-report?source=wsb_podcast:openai_eyes_restructure_murati_exits, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls...non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, ARMK, and more
Vistra passes Nvidia to become S&P 500's top gainer this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>418blackstone,disney,disney+,openai,stocks,wallstreetfalsefullAmerican ISPs targeted by new hacker grouphttps://seekingalpha.com/wsb?source=wsb_podcast:american_isps_targeted_by_new_hacker_groupSalt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50) 

Show Notes
The Top Five short crowded stocks in each sector
The Top Five long crowded stocks in each sector

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62105900Wed, 25 Sep 2024 17:59:49 +0000Seeking AlphaChina-linked https://seekingalpha.com/news/4153232-china-linked-salt-typhoon-group-hack-into-us-internet-providers-wsj?source=wsb_podcast:american_isps_targeted_by_new_hacker_group gained access to some broadband networks. (0:17) Goldman sees...Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50) 

Show Notes
The Top Five short crowded stocks in each sector
The Top Five long crowded stocks in each sector

Episode transcripts: seekingalpha.com/wsb
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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62101633Wed, 25 Sep 2024 10:54:59 +0000Seeking AlphaStitch Fix (SFIX) FQ4 results and FY25 guidance https://seekingalpha.com/news/4152915-stitch-fix-fq4-results-and-fy25-guidance-reflects-loss-of-active-clients?source=wsb_podcast:stitch_fix_sinks_after_q4_sales_drop_gloomy_outlook of active clients....reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>408bath&bodyworks,coca-cola,cokespiced,stitchfix,stocks,wallstreetfalsefullChina acts to jumpstart its economyhttps://seekingalpha.com/wsb?source=wsb_podcast:china_acts_to_jumpstart_its_economystimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)

Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62092958Tue, 24 Sep 2024 16:15:15 +0000Seeking AlphaChinese stocks surged as the central bank took bold https://seekingalpha.com/news/4152364-stimulus-plan-from-china-aimed-at-reviving-the-economy?source=wsb_podcast:china_acts_to_jumpstart_its_economy. (0:16) Consumers getting...stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)

Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>376ai,celebrity,centralbank,chabot,china,confidence,consumer,economy,google,housing,jobs,meta,pboc,reits,snap,stimulus,stockmarket,stocks,thor,wallstreetfalsefullDOJ reportedly to sue Visa over debit card monopolyhttps://seekingalpha.com/wsb?source=wsb_podcast:doj_reportedly_to_sue_visa_over_debit_card_monopolyDOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)


Episode transcripts seekingalpha.com/wsb.

Show links: 

Take the Seeking Alpha Sentiment Survey
Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report

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Episode transcripts seekingalpha.com/wsb.

Show links: 

Take the Seeking Alpha Sentiment Survey
Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>393boeing,danone,doj,lifeway,stocks,visa,wallstreetfalsefullGlobal banks back big nuclear fundinghttps://seekingalpha.com/wsb?source=wsb_podcast:global_banks_back_big_nuclear_fundingnuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)

Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62080833Mon, 23 Sep 2024 17:08:54 +0000Seeking AlphaInternational banks to support https://seekingalpha.com/news/4151793-major-global-banks-support-nuclear-energy?source=wsb_podcast:global_banks_back_big_nuclear_funding to hit carbon neutrality target. (0:16) Microsoft sees a rare...nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)

Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>381banks,bigarch,bostic,economy,energy,fed,kashkari,mcdonald's,microsoft,nike,nuclear,palantir,pmi,power,rates,stockmarket,stocks,wallstreetfalsefullApollo said to offer up to $5B investment in Intelhttps://seekingalpha.com/wsb?source=wsb_podcast:apollo_said_to_offer_up_to_5b_investment_in_intel$5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>344apolloglobal,intel,samsung,stocks,tsmc,wallstreetfalsefullMeta Connect 2024 kicks offhttps://seekingalpha.com/wsb?source=wsb_podcast:meta_connect_2024_kicks_offspeech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)

Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62066401Sun, 22 Sep 2024 13:06:26 +0000Seeking AlphaMeta CEO Zuckerberg's https://seekingalpha.com/article/4722374-investors-balance-rate-elation-against-economic-worries?source=wsb_podcast:meta_connect_2024_kicks_off and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite...speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)

Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>446brazil,corepce,costco,dividends,earnings,economy,fef,gm,inflation,investorday,layoffs,meta,metaconnect,micron,powell,southwest,stock,stockmarket,twitter,wallstreetfalsefullNike rallies as new CEO boosts hopeshttps://seekingalpha.com/wsb?source=wsb_podcast:nike_rallies_as_new_ceo_boosts_hopesnew CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55)  Macy's (M) to hire fewer employees for holiday season this year. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, NKE, and more
OpenAI's possible pursuit of IPO creates unique challenges
J&J said to boost offer to settle baby powder lawsuits to over $8.2B
Disney to stop using Slack as its corporate messaging platform - WSJ

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, NKE, and more
OpenAI's possible pursuit of IPO creates unique challenges
J&J said to boost offer to settle baby powder lawsuits to over $8.2B
Disney to stop using Slack as its corporate messaging platform - WSJ

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>351berkshirehathaway,bofa,macy's,nike,stocks,wallstreetfalsefullJamie Dimon warns on 'evil axis'https://seekingalpha.com/wsb?source=wsb_podcast:jamie_dimon_warns_about_evil_axis biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)

Show Notes
Small cap stocks that could perform best during downturns

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62031669Thu, 19 Sep 2024 17:17:46 +0000Seeking AlphaJ.P. Morgan CEO says current geopolitics arehttps://seekingalpha.com/news/4150978-jpmorgan-ceo-jamie-dimon-geopolitical-tensions?source=wsb_podcast:jamie_dimon_warns_about_evil_axis to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed... biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)

Show Notes
Small cap stocks that could perform best during downturns

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>345ai,alibaba,darden,dimon,economy,evilaxis,fed,geopolitics,jpmorgan,llm,recession,small-cap,s&p,stockmarket,stocks,unionpacific,vanda,wallstreet,warfalsefullFedEx earnings on deckhttps://seekingalpha.com/wsb?source=wsb_podcast:fedex_earnings_on_deckearnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PLUG, NIO, and more
Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
Tesla's upcoming robotaxi event has analysts and investors guessing

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62026009Thu, 19 Sep 2024 10:36:19 +0000Seeking AlphaFedEx (FDX) Q1 https://seekingalpha.com/news/4150721-fedex-q1-earnings-on-deck-what-to-expect?source=wsb_podcast:fedex_earnings_on_deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF)...earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PLUG, NIO, and more
Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
Tesla's upcoming robotaxi event has analysts and investors guessing

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>391alphabet,boeing,fedex,stocks,wallstreet,waymo,zeekrfalsefullFed slashes interest rates by half pointhttps://seekingalpha.com/wsb?source=wsb_podcast:fed_slashes_interest_rates_by_half_pointthe move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)

Show Notes
Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62016605Wed, 18 Sep 2024 20:52:23 +0000Seeking AlphaFed chief Powell says https://seekingalpha.com/news/4150857-federal-reserve-cuts-benchmark-rate-by-50-basis-points?source=wsb_podcast:fed_slashes_interest_rates_by_half_point will shore up the labor market while it's strong. (0:16) Stocks...the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)

Show Notes
Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>385ai,arm,broadcom,chips,cut,dividen,economy,fed,fomc,inflation,jobs,lionsgate,movies,nvidia,powell,rates,recession,stockmarket,stocks,wallstreetfalsefullGulf, East coast port strike looms as talks stallhttps://seekingalpha.com/wsb?source=wsb_podcast:gulf_east_coast_port_strike_looms_as_talks_stallport strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LUNR, CWST, and more
Snap releases latest AR glasses, Spectacles, targeted at developers
EU to impose hefty fines on Meta over classified ads practices - report
United States Steel gains on reports it won an extension for US review of Nippon Steel

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/62010475Wed, 18 Sep 2024 10:56:07 +0000Seeking AlphaEast, Gulf coast https://seekingalpha.com/news/4150507-east-gulf-coasts-port-strike-union-contract-talks?source=wsb_podcast:gulf_east_coast_port_strike_looms_as_talks_stall looks inevitable as talks stall; Biden unlikely to intervene. (00:24)...port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LUNR, CWST, and more
Snap releases latest AR glasses, Spectacles, targeted at developers
EU to impose hefty fines on Meta over classified ads practices - report
United States Steel gains on reports it won an extension for US review of Nippon Steel

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>387ai,bacardi,blackrock,coca-cola,coke,ports,stocks,strike,wallstreetfalsefullIntel gets a little groove backhttps://seekingalpha.com/wsb?source=wsb_podcast:intel_gets_a_little_groove_backembarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)

Show Notes
SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
Small-cap stocks best positioned for further upside

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61967632Tue, 17 Sep 2024 17:04:45 +0000Seeking AlphaThe chipmaker https://seekingalpha.com/news/4150255-intel-in-spotlight-wall-street-weighs-in-foundry-aws-construction-updates?source=wsb_podcast:intel_gets_a_little_groove_back on a significant restructuring plan. (0:16) Retail sales unexpectedly...embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)

Show Notes
SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
Small-cap stocks best positioned for further upside

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>359ai,chips,consumer,dell,dividend,economy,fed,houseprices,intel,microsoft,rates,retail,sales,semiconductor,servers,stockmarket,stocks,supermicro,talkspace,teladocfalsefullTupperware to file bankruptcy - reporthttps://seekingalpha.com/wsb?source=wsb_podcast:tupperware_to_file_bankruptcy_reportfile for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: INTC and APP
Free speech? TikTok in court to argue against U.S. ban
Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
Boeing’s 2008 strike offers clues on current work stoppage

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61921918Tue, 17 Sep 2024 10:53:05 +0000Seeking AlphaTupperware (TUP) reportedly to https://seekingalpha.com/news/4150097-tupperware-reportedly-to-file-for-bankruptcy-as-soon-as-this-week?source=wsb_podcast:tupperware_to_file_bankruptcy_report as soon as this week. (00:25) New Amazon (AMZN) plan:...file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: INTC and APP
Free speech? TikTok in court to argue against U.S. ban
Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
Boeing’s 2008 strike offers clues on current work stoppage

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>418amazon,stellantis,stocks,tupperware,uaw,wallstreetfalsefullHoliday shopping season kicks off in less than a monthhttps://seekingalpha.com/wsb?source=wsb_podcast:holiday_shopping_season_kicks_off_in_less_than_a_monthHoliday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)

Show Notes
Goldman rebalances its long and short duration stock baskets
Citi cuts estimates on Applied Materials, Lam Research, KLA

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61850238Mon, 16 Sep 2024 17:29:03 +0000Seeking AlphaTarget plans early October deals as the https://seekingalpha.com/news/4149892-target-preps-for-the-holiday-shopping-rush-earlier-than-ever?source=wsb_podcast:holiday_shopping_season_kicks_off_in_less_than_a_month keeps starting earlier. (0:16) Apple...Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)

Show Notes
Goldman rebalances its long and short duration stock baskets
Citi cuts estimates on Applied Materials, Lam Research, KLA

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>470apple,beer,blackfriday,bud,chips,christmas,cut,economy,fed,fomc,holiday,manufacturing,michelob,rates,retail,shopping,stocks,target,thanksgiving,unityfalsefullTrump safe after apparent assassination attempt, DJT riseshttps://seekingalpha.com/wsb?source=wsb_podcast:trump_safe_after_apparent_assassination_attempt_djt_risesassassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT, INTC and more
Stock moves reflect downgrade for US economic growth outlook - Goldman
Wall Street is alarmed about weaker consumer-credit trends: WSJ
Boeing strike may drag on, workers have 'most leverage' than ever before - union boss

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61822790Mon, 16 Sep 2024 10:52:21 +0000Seeking AlphaDonald Trump (DJT) safe after apparent https://seekingalpha.com/news/4149830-donald-trump-safe-following-gunshots-in-his-vicinity?source=wsb_podcast:trump_safe_after_apparent_assassination_attempt_djt_rises at Florida golf club. (00:28) Intel (INTC)...assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT, INTC and more
Stock moves reflect downgrade for US economic growth outlook - Goldman
Wall Street is alarmed about weaker consumer-credit trends: WSJ
Boeing strike may drag on, workers have 'most leverage' than ever before - union boss

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>377djt,intel,larryellison,oracle,stocks,trump,wallstreetfalsefullIt's interest rate cut timehttps://seekingalpha.com/wsb?source=wsb_podcast:its_interest_rate_cut_timeis split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)

Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>434at&t,cut,directv,dish,disney,dividends,earnings,economy,fed,fedex,fomc,inflation,jobs,labor,m&a,powell,rates,stockmarket,stocks,wallstreetfalsefullBoeing workers strike after rejecting contracthttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_workers_strike_after_rejecting_contractstrike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide

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Episode transcripts seekingalpha.com/wsb.

Show links: 
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>353boeing,firstenergy,fortinet,stocksfalsefullStellantis car dealers decry 'degradation'https://seekingalpha.com/wsb?source=wsb_podcast:stellantis_car_dealers_decry_degradationhits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)

Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance

Episode transcripts: seekingalpha.com/wsb
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Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369alaskaair,autos,cars,dealers,dividend,dow,economy,fed,inflation,kroger,mcdonald's,phillipmorrs,ppi,prices,rates,saver,stellantis,stockmarket,stocks,wholesalefalsefullBoeing workers to vote: Deal or strikehttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_workers_to_vote_deal_or_strikecould face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>417boeing,burgerfi,openai,stocks,wallstreetfalsefullMarkets bracing for smaller rate cut after CPIhttps://seekingalpha.com/wsb?source=wsb_podcast:markets_bracing_for_smaller_rate_cut_after_CPItad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)

Show Notes
UBS updates its ‘election watch’ stocks to match new winning probabilities

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61349074Wed, 11 Sep 2024 18:16:14 +0000Seeking AlphaCore retail inflation a https://seekingalpha.com/news/4148641-cpi-rises-02-mm-in-august-as-expected-yy-rate-slides-to-25?source=wsb_podcast:markets_bracing_for_smaller_rate_cut_after_CPI, boosting odds of quarter-point Fed cut. (0:16) GameStop...tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)

Show Notes
UBS updates its ‘election watch’ stocks to match new winning probabilities

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>375arm,chip,cpi,directv,disney,drug,earnings,economy,fed,fomc,gamestop,inflation,novo,obesity,prices,rates,stockmarket,stocks,wallstreet,weight-lossfalsefullMicrosoft CTO teases next AI leaphttps://seekingalpha.com/wsb?source=wsb_podcast:microsoft_cto_teases_next_ai_leapAI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GME, DJT, and more
U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions

Presidential debate recap:
Trump, Harris spar at second U.S. presidential debate
Trade, inflation, healthcare and energy policy among talking points at Harris/Trump debate
Donald Trump says he's 'a big fan' of solar power
Trump win would hit Treasury prices - ING

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GME, DJT, and more
U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions

Presidential debate recap:
Trump, Harris spar at second U.S. presidential debate
Trade, inflation, healthcare and energy policy among talking points at Harris/Trump debate
Donald Trump says he's 'a big fan' of solar power
Trump win would hit Treasury prices - ING

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>354apple,hearingaids,microsoft,starbucks,stocksfalsefullBank giants face capital hike of 9%https://seekingalpha.com/wsb?source=wsb_podcast:bank_giants_face_capital_hike_of_9revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)

Show Notes
Oppenheimer lists best stock ideas going into the 2024 U.S. elections
Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61326951Tue, 10 Sep 2024 18:58:04 +0000Seeking AlphaThe https://seekingalpha.com/news/4148378-us-banking-giants-face-9-capital-hike-in-revised-plan-half-of-original-target is well below the 19% floated in the original plan. (0:15) Oracle...revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)

Show Notes
Oppenheimer lists best stock ideas going into the 2024 U.S. elections
Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>377antitrust,banks,basel,capital,debate,doj,earnings,economy,fed,google,harris,magnificent7,oracle,regulators,stockmarket,stocks,tech,trial,trump,wallstreetfalsefullTaiwan exports notch new record on AI boomhttps://seekingalpha.com/wsb?source=wsb_podcast:taiwan_exports_notch_new_record_on_ai_boomnew record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ORCL, RBRK, and more
GameStop earnings preview: Do investors want more than retro stores and cash hoarding?
U.S. natural gas slumps as Gulf of Mexico storm seen slamming demand
Apple loses EU court battle over €13 billion Irish tax case
Harris-Trump debate: Plans for the economy in focus

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ORCL, RBRK, and more
GameStop earnings preview: Do investors want more than retro stores and cash hoarding?
U.S. natural gas slumps as Gulf of Mexico storm seen slamming demand
Apple loses EU court battle over €13 billion Irish tax case
Harris-Trump debate: Plans for the economy in focus

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>467stocks,taiwan,uber,underarmour,wallstreetfalsefullApple unveils AI for new iPhones, watches and AirPodshttps://seekingalpha.com/wsb?source=wsb_podcast:apple_unveils_ai_for_new_iphones_watches_and_airpodsApple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)

Show Notes
Air Canada prepares for shutdown as union talks hit deadlock
Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61313814Mon, 09 Sep 2024 19:45:35 +0000Seeking AlphaThe company confirms https://seekingalpha.com/news/4147993-apple-iphone?source=wsb_podcast:apple_unveils_ai_for_new_iphones_watches_and_airpods will launch in October. (0:15) 'Beetlejuice Beetlejuice' is...Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)

Show Notes
Air Canada prepares for shutdown as union talks hit deadlock
Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>375ai,aircanada,airpods,apple,applewatch,beetlejuice,boxoffice,glowtime,iphone,mcdonald's,stockmarket,stocks,summit,taxes,wallstreetfalsefullDirecTV accuses Disney of stifling competition in FCC complainthttps://seekingalpha.com/wsb?source=wsb_podcast:directv_accuses_disney_of_stifling_competition_in_fcc_complaintFCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: BIG, PLTR, and more
Google vs. DOJ: Second antitrust showdown to begin, this time over advertising
OnlyFans creators made $5.32B in 2023
Janet Yellen says recent data points to soft landing for U.S. economy

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Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: BIG, PLTR, and more
Google vs. DOJ: Second antitrust showdown to begin, this time over advertising
OnlyFans creators made $5.32B in 2023
Janet Yellen says recent data points to soft landing for U.S. economy

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>364biglots,directv,disney,panasonic,stocks,wallstreetfalsefullThe iPhone enters the AI erahttps://seekingalpha.com/wsb?source=wsb_podcast:the_iphone_enters_the_ai_eraAI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)

Show Notes
50 stocks to invest during the bull steepening – Part 1
50 stocks to invest during the bull steepening – Part 2
Elon Musk’s AI startup is said to discuss revenue sharing with Tesla
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61302858Sun, 08 Sep 2024 17:52:16 +0000Seeking AlphaApple's iPhone 16 event will be closely watched for https://seekingalpha.com/article/4719611-stock-to-watch-include-apple-oracle-gamestop-and-rocket-companies?source=wsb_podcast:the_iphone_enters_the_ai_era. (0:17) The August CPI will likely determine...AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)

Show Notes
50 stocks to invest during the bull steepening – Part 1
50 stocks to invest during the bull steepening – Part 2
Elon Musk’s AI startup is said to discuss revenue sharing with Tesla
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>561ai,apple,boeing,cpi,earnings,economy,event,gamestop,inflation,iphone,ppi,prices,stockmarket,stocks,strike,tesla,union,wallstreet,xaifalsefull7-Eleven rejects $39B Circle K offerhttps://seekingalpha.com/wsb?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer$39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AVGO, PATH, and more
Red Lobster survives bankruptcy with 544 locations still operating
Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes
September’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61282347Fri, 06 Sep 2024 10:37:02 +0000Seeking Alpha7-Eleven owner Seven & i (SVNDY) rejects https://seekingalpha.com/news/4147556-7-eleven-owner-seven-i-rejects-alimentation-couche-tard-buyout-bid?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer bid from Couche-Tard (ANCTF). (00:23) Intel...$39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AVGO, PATH, and more
Red Lobster survives bankruptcy with 544 locations still operating
Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes
September’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>3257eleven,circlek,intel,stocks,toyota,wallstreetfalsefullVerizon buys Frontier for $20 billionhttps://seekingalpha.com/wsb?source=wsb_podcast:verizon_buys_frontier_for_20_billionpay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results. (2:36)

Show Notes
BofA’s global contenders and defenders list
Tesla plans full self-driving rollout in China and Europe by Q1 2025
ISM Services stays strong in August, topping consensus

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61275956Thu, 05 Sep 2024 17:58:12 +0000Seeking AlphaVerizon will https://seekingalpha.com/news/4147146-verizon-to-acquire-frontier-communications-in-20b-all-cash-deal?source=wsb_podcast:verizon_buys_frontier_for_20_billion in cash, but could face regulatory problems. (0:15) Unit...pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results. (2:36)

Show Notes
BofA’s global contenders and defenders list
Tesla plans full self-driving rollout in China and Europe by Q1 2025
ISM Services stays strong in August, topping consensus

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>360china,deal,economy,ev,fed,fiber,foxconn,frontier,inflation,ism,jetblue,jobs,nio,nvidia,rates,services,stocks,takeover,verizon,wagesfalsefullTopgolf, Callaway to go solohttps://seekingalpha.com/wsb?source=wsb_podcast:topgolf_callaway_to_go_soloGolf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report.  (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FTV, CHPT, AI, and more
Tesla plans full self-driving rollout in China and Europe by Q1 2025
Qualcomm said to be working with Samsung, Google on mixed reality smart glasses
US Steel plunges on reports Biden preparing to block Nippon Steel deal (update)

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61271820Thu, 05 Sep 2024 10:54:40 +0000Seeking Alphahttps://seekingalpha.com/news/4147057-golf-spinoff-topgolf-and-callaway-to-trade-as-separate-businesses?source=wsb_podcast:topgolf_callaway_to_go_solo: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out...Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report.  (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FTV, CHPT, AI, and more
Tesla plans full self-driving rollout in China and Europe by Q1 2025
Qualcomm said to be working with Samsung, Google on mixed reality smart glasses
US Steel plunges on reports Biden preparing to block Nippon Steel deal (update)

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>364beyondmeat,callaway,grandcherokee,jeep,stellantis,stocks,topgolf,wallstreet,wranglerfalsefullLayoffs put a bigger Fed cut back in playhttps://seekingalpha.com/wsb?source=wsb_podcast:layoffs_put_a_bigger_fed_cut_back_in_playafter JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family makes offer for namesake chain. (3:55)

Show Notes
35 green energy stocks for a new era of profitability
Dollar Tree tumbles after weak guidance
Google expected to appear next week for antitrust trial related to ad business practices

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61264523Wed, 04 Sep 2024 18:06:41 +0000Seeking AlphaMarkets price in 50% chance of half-point rate cut https://seekingalpha.com/news/4146819-job-openings-weaken-more-than-expected-in-july. (0:16) Nvidia is in...after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family makes offer for namesake chain. (3:55)

Show Notes
35 green energy stocks for a new era of profitability
Dollar Tree tumbles after weak guidance
Google expected to appear next week for antitrust trial related to ad business practices

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>357ai,antitrust,deal,doj,dollartree,earnings,economy,energy,fed,google,green,jobs,jolts,labor,layoffs,nordstrom,nvidia,rates,semiconductors,stocksfalsefullNippon Steel assures US Steel to remain Americanhttps://seekingalpha.com/wsb?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_americansremain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, ZS, and more
Airbnb urges NYC officials to overturn laws restricting short-term rentals
Musk's Starlink says it is complying with Brazil's order to block X
Justice Department to drop censorship efforts against social media
Which stock could replace Intel in the Dow as INTC shares slump?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61260836Wed, 04 Sep 2024 10:45:41 +0000Seeking AlphaUS Steel (X) to https://seekingalpha.com/news/4146525-us-steel-to-remain-american-prioritize-us-steel-demands-nippon-steel?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american, prioritize U.S. steel demands - Nippon Steel (NPSCY)....remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, ZS, and more
Airbnb urges NYC officials to overturn laws restricting short-term rentals
Musk's Starlink says it is complying with Brazil's order to block X
Justice Department to drop censorship efforts against social media
Which stock could replace Intel in the Dow as INTC shares slump?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>403dei,molsoncoors,nipponsteel,snap,stocks,ussteel,wallstreetfalsefullSuper Micro CEO speaks outhttps://seekingalpha.com/wsb?source=wsb_podcast:super_micro_ceo_speaks_outwon't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29)

Show Notes
JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank
Novo Nordisk warns of continued Ozempic shortage in Q4

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61253883Tue, 03 Sep 2024 17:52:11 +0000Seeking AlphaCEO hits out against a short thesis and says 10-K delay https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter?source=wsb_podcast:super_micro_ceo_speaks_out customers. (0:16) Tesla's...won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29)

Show Notes
JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank
Novo Nordisk warns of continued Ozempic shortage in Q4

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>34010k,ai,bankofamerica,banks,commodities,delay,economy,gold,hindenberg,hollywood,ism,jpmorgan,manufacturing,robotaxi,shortseller,stockmarket,stocks,supermicro,tesla,wellsfargofalsefullBrazil takes aim at Starlink over X disputehttps://seekingalpha.com/wsb?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_disputetakes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: U, BA, and more
Kamala Harris says US Steel should remain independent (update)
Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report
Activist Elliott crosses threshold to call for Southwest Airlines special meeting - Reuters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61250215Tue, 03 Sep 2024 10:35:59 +0000Seeking AlphaBrazil https://seekingalpha.com/news/4145991-brazil-telecom-regulator-elon-musk-starlink-x?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German...takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: U, BA, and more
Kamala Harris says US Steel should remain independent (update)
Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report
Activist Elliott crosses threshold to call for Southwest Airlines special meeting - Reuters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>358brazil,generalmotors,gm,starlink,stocks,volkswagen,wallstreet,xfalsefullLabor Day week all about jobshttps://seekingalpha.com/wsb?source=wsb_podcast:labor_day_week_all_about_jobspayrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09) 

Show Notes
Heavily shorted stocks are not always in distress
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61230536Sun, 01 Sep 2024 16:20:36 +0000Seeking AlphaA weak August https://seekingalpha.com/article/4718250-spotlight-on-jobs-report-us-auto-sales-dollar-store-drama-and-citi-tmt-conference?source=wsb_podcast:labor_day_week_all_about_jobst could put a half-point Fed cut back in play. (0:17) Chinese EV...payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09) 

Show Notes
Heavily shorted stocks are not always in distress
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>504brazil,china,conferences,discounters,dividends,earnings,economy,evs,intel,jobs,labor,musk,retail,shortinterest,stockmarket,stocks,unemployment,wallstreet,xfalsefullIntel Mulls Foundry Split - Reporthttps://seekingalpha.com/wsb?source=wsb_podcast:intel_mulls_foundry_split_reportweighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: LULU, DELL, ULTA, and more
Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report
Ulta Beauty stock takes an ugly turn after results and forecast miss
J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61208460Fri, 30 Aug 2024 10:27:02 +0000Seeking AlphaIntel (INTC) said to be https://seekingalpha.com/news/4145365-intel-exploring-options-business-turnaround?source=wsb_podcast:intel_mulls_foundry_split_report including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell...weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: LULU, DELL, ULTA, and more
Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report
Ulta Beauty stock takes an ugly turn after results and forecast miss
J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>369delltechnologies,intel,secureworks,skylo,stock,verizon,wallstreetfalsefullIs Apple the new AI torchbearer?https://seekingalpha.com/wsb?source=wsb_podcast:is_apple_the_new_ai_torchbearerAI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)

Show Notes
Markets minted more 401(K) millionaires in Q2, marking new high
Chinese media issues warning on 'irrational' iron ore spike

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61200307Thu, 29 Aug 2024 16:57:15 +0000Seeking AlphaCiti names Apple its top https://seekingalpha.com/news/4144987-apple-named-top-ai-pick-at-citi-as-iphone-refresh-awaits?source=wsb_podcast:is_apple_the_new_ai_torchbearer. (0:16) Second quarter GDP...AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)

Show Notes
Markets minted more 401(K) millionaires in Q2, marking new high
Chinese media issues warning on 'irrational' iron ore spike

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>436ai,apple,bestbuy,china,commodities,dollargeneral,earnings,economy,gdp,inflation,iron,jobs,labor,nvidia,prices,shopify,stockmarket,stocks,wallstreetfalsefullYelp hits Google with search monopoly lawsuithttps://seekingalpha.com/wsb?source=wsb_podcast:yelp_hits_google_with_search_monopoly_lawsuitsearch monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, CRM, AFRM, and more
Nippon Steel offers additional $1.3B spending on US Steel plants
Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report
Markets minted more 401(K) millionaires in Q2, marking new high

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61196973Thu, 29 Aug 2024 10:40:32 +0000Seeking AlphaYelp (YELP) sues Google (GOOG) (GOOGL) over alleged https://seekingalpha.com/news/4144867-yelp-sues-google-alleged-search-monopoly?source=wsb_podcast:yelp_hits_google_with_search_monopoly_lawsuit after landmark antitrust ruling. (00:22) DraftKings...search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, CRM, AFRM, and more
Nippon Steel offers additional $1.3B spending on US Steel plants
Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report
Markets minted more 401(K) millionaires in Q2, marking new high

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>360draftkings,gamestop,google,simplebet,stocks,wallstreet,yelpfalsefullNvidia's strong earnings can't match the hypehttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_posts_strong_nunmbers_cant_match_the_hypecruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61191117Wed, 28 Aug 2024 21:53:47 +0000Seeking AlphaNvidia https://seekingalpha.com/news/4144631-nvidia-slips-q2-results-guidance-top-expectations-50b-buyback past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer...cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>23710k,ai,chip,earnings,nvidia,stock,stockmarket,supermicro,tech,wallstreetfalsefullXPeng unveils mass-market EVhttps://seekingalpha.com/wsb?source=wsb_podcast:xpeng_unveils_mass_market_evmass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ELF, AMBA, and more
FDA approves Illumina's TruSight Oncology biomarker test
Warren Buffett's Berkshire Hathaway may soon join the $1T club
NFL greenlights private equity stakes in teams for the first time

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61184723Wed, 28 Aug 2024 10:56:33 +0000Seeking AlphaXPeng (XPEV) gains on launch of https://seekingalpha.com/news/4144378-xpeng-gains-on-launch-of-mass-market-car-mona-targeting-budget-conscious-segment?source=wsb_podcast:xpeng_unveils_mass_market_ev Mona, targeting budget-conscious segment. (00:58)...mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ELF, AMBA, and more
FDA approves Illumina's TruSight Oncology biomarker test
Warren Buffett's Berkshire Hathaway may soon join the $1T club
NFL greenlights private equity stakes in teams for the first time

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>417gm,klarna,samsung,stocks,wallstreet,xpengfalsefullMusk backs AI safety billhttps://seekingalpha.com/wsb?source=wsb_podcast:musk_backs_ai_safety_billCalifornia bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26)

Show Notes
Coca-Cola is called a top pick at Morgan Stanley
Nvidia could see more than 9% upside on its reporting day

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61172652Tue, 27 Aug 2024 16:07:29 +0000Seeking AlphaElon Musk bucks the trend of AI players and supports the https://seekingalpha.com/news/4143991-elon-musk-supports-californias-ai-safety-bill. (0:16) Super Micro Computer hit with...California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26)

Show Notes
Coca-Cola is called a top pick at Morgan Stanley
Nvidia could see more than 9% upside on its reporting day

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>289ai,california,coca-cola,consumer,earnings,economy,elon,jobs,labor,nvidia,options,pdd,safety,stock,stockmarket,supermicro,wallstreetfalsefullBronfman Bows Outhttps://seekingalpha.com/wsb?source=wsb_podcast:bronfman_bows_outdrops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARA, TCOM, and more
Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content
Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu
Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61168715Tue, 27 Aug 2024 10:37:50 +0000Seeking AlphaEdgar Bronfman https://seekingalpha.com/news/4143982-edgar-bronfman-drops-of-bidding-for-paramount-global-reports?source=wsb_podcast:bronfman_bows_out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies...drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARA, TCOM, and more
Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content
Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu
Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>310bronfman,campbellsoup,dei,lowes,paramount,popsecret,stocks,wallstreetfalsefullSouthwest showdownhttps://seekingalpha.com/wsb?source=wsb_podcast:southwest_showdownmeeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)

Show Notes
Stocks most loved and shunned by hedge and mutual funds
Telegram backs CEO Pavel Durov as his arrest prompts online backlash

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61160921Mon, 26 Aug 2024 16:13:26 +0000Seeking AlphaActivist Elliott calls for Sept. 9 https://seekingalpha.com/news/4143704-activist-elliott-plans-to-meet-with-southwest-airlines-sept-9?source=wsb_podcast:southwest_showdown with Southwest Airlines. (0:16) SolarEdge CEO...meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)

Show Notes
Stocks most loved and shunned by hedge and mutual funds
Telegram backs CEO Pavel Durov as his arrest prompts online backlash

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>356activist,arrest,ceo,commodities,durables,earnings,economy,elliott,france,mideast,oil,solaredge,southwest,stockmarket,stocks,stop&shop,telegram,tobacco,wallstreet,wayfairfalsefullKroger, Albertsons $25B deal in courthttps://seekingalpha.com/wsb?source=wsb_podcast:kroger_albertsons_25b_deal_in_courtbattle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SIRI, XPEV, and more
Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict
This sector is seen as being the most impacted by the 2024 U.S. election
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Canada labor board orders rail employees back to work, imposes binding arbitration

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61155945Mon, 26 Aug 2024 10:55:55 +0000Seeking AlphaKroger (KR) set to https://seekingalpha.com/news/4143562-kroger-set-to-battle-in-court-with-ftc-over-25b-albertsons-deal-on-monday?source=wsb_podcast:kroger_albertsons_25b_deal_in_court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon...battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SIRI, XPEV, and more
Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict
This sector is seen as being the most impacted by the 2024 U.S. election
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Canada labor board orders rail employees back to work, imposes binding arbitration

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>373albertsons,boeing,kroger,nasa,nordstrom,spacex,stocks,wallstreetfalsefullNvidia earnings will dictate the weekhttps://seekingalpha.com/wsb?source=wsb_podcast:nvidia_earnings_will_dictate_the_weeklooked strong, but NVDA faces lofty expectations. (0:18)  Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23)

Show Notes
Nvidia earnings previews
‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61147317Sun, 25 Aug 2024 15:47:28 +0000Seeking AlphaAI chip demand has https://seekingalpha.com/article/4716807-nvidia-headlines-a-big-week-for-tech?source=wsb_podcast:nvidia_earnings_will_dictate_the_week, but NVDA faces lofty expectations. (0:18)  Fed's favorite inflation gauge seen coming in cool...looked strong, but NVDA faces lofty expectations. (0:18)  Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23)

Show Notes
Nvidia earnings previews
‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>433activists,ai,arrest,corepce,earnings,econom,fed,fomc,inflation,intel,jobs,nvidia,paramount,prices,rates,stockmarket,stocks,telegram,wallstreetfalsefullFed's Powell signals the start of rate cutshttps://seekingalpha.com/wsb?source=wsb_podcast:feds_powell_signals_the_start_of_rate_cutspolicy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23)

Show Notes
A brief history of Jerome Powell's past Jackson Hole speeches

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61127905Fri, 23 Aug 2024 16:26:16 +0000Seeking AlphaJerome Powell says 'the time has come for https://seekingalpha.com/news/4143332-time-has-come-for-policy-to-adjust-federal-reserve-chair-jerome-powell-says?source=wsb_podcast:feds_powell_signals_the_start_of_rate_cuts' and he does not seek further...policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23)

Show Notes
A brief history of Jerome Powell's past Jackson Hole speeches

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>177dollar,economy,fed,federalreserve,fomc,inflation,jacksonhole,jobs,powell,rates,stockmarket,stocks,wallstreet,yieldsfalsefullAll eyes on Powell in Jackson Holehttps://seekingalpha.com/wsb?source=wsb_podcast:all_eyes_on_powell_in_jackson_holecutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55)

Show Notes
Skydance urges Paramount to end negotiations with Edgar Bronfman
Canada government orders railroads into arbitration over labor contract
Altria raises dividend by 4.1%

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61125033Fri, 23 Aug 2024 11:14:12 +0000Seeking AlphaFed chief expected to set the stage for https://seekingalpha.com/news/4141622-jackson-hole-preview-powell-may-signal-rate-cut?source=wsb_podcast:all_eyes_on_powell_in_jackson_hole. (0:15) Southwest...cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55)

Show Notes
Skydance urges Paramount to end negotiations with Edgar Bronfman
Canada government orders railroads into arbitration over labor contract
Altria raises dividend by 4.1%

Episode transcripts: seekingalpha.com/wsb
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Show Notes
Morgan Stanley’s 20 Top Stock Picks
Lionsgate apologizes for fake film critic quotes in the Megalopolis trailer
Snowflake falls after 'good, but perhaps not enough' Q2 results

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61117199Thu, 22 Aug 2024 17:18:00 +0000Seeking AlphaAnalyst says https://seekingalpha.com/news/4142742-foldable-macbook-pushed-back-to-2027-or-2028-on-technical-challenges-analyst?source=wsb_podcast:want_a_foldable_macbook_could_be_a_long_wait to end of '27 or '28. (0:16) Jobless...production pushed to end of '27 or '28. (0:16) Jobless claims add more weight to a 25 bps September rate cut. (0:55) Asia sees first case of new strain of mpox. (2:08)

Show Notes
Morgan Stanley’s 20 Top Stock Picks
Lionsgate apologizes for fake film critic quotes in the Megalopolis trailer
Snowflake falls after 'good, but perhaps not enough' Q2 results

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>342apple,earnings,economy,fed,foldable,jobs,labor,lionsgate,macbook,megalopolis,mpox,peloton,powell,rates,snowflake,stockmarket,stocks,thailand,trailer,unemploymentfalsefullCanada rail shutdown, U.S. trade at riskhttps://seekingalpha.com/wsb?source=wsb_podcast:canada_rail_shutdown_us_trade_at_riskshutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (02:30) Disney (DIS) picks Morgan Stanley's Gorman to head Iger succession committee. (03:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SNOW, ZM and more
Several FOMC members saw a case for cutting at July meeting: Fed minutes
Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’
Halliburton hit by cyberattack, impact not yet determined - Reuters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61113032Thu, 22 Aug 2024 10:22:02 +0000Seeking AlphaCanada rail (CP) (CNI) https://seekingalpha.com/news/4142622-canada-rail-shutdown-supply-chains-us-trade?source=wsb_podcast:canada_rail_shutdown_us_trade_at_risk, threatening supply chains and U.S. trade. (00:22) Bronfman...shutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (02:30) Disney (DIS) picks Morgan Stanley's Gorman to head Iger succession committee. (03:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SNOW, ZM and more
Several FOMC members saw a case for cutting at July meeting: Fed minutes
Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’
Halliburton hit by cyberattack, impact not yet determined - Reuters

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>367bronfman,canada,disney,nationalamusements,paramount,stocks,wallstreetfalsefull'Black Myth: Wukong' makes video game historyhttps://seekingalpha.com/wsb?source=wsb_podcast:black_myth_wukong_makes_video_game_historyconcurrent players. (0:16) Yearly payrolls ended March revised down by 818,000. (1:28) Target rallies with positive quarterly comps. (2:45)

Show Notes
Oppenheimer’s top 32 ideas for August-September
Warner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passes

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61104959Wed, 21 Aug 2024 16:30:03 +0000Seeking AlphaFirst-person game sees 2.2M https://seekingalpha.com/news/4142202-tencent-backed-startups-black-myth-wukong-makes-game-history-taking-chinese-media-by-storm?source=wsb_podcast:black_myth_wukong_makes_video_game_history. (0:16) Yearly payrolls ended...concurrent players. (0:16) Yearly payrolls ended March revised down by 818,000. (1:28) Target rallies with positive quarterly comps. (2:45)

Show Notes
Oppenheimer’s top 32 ideas for August-September
Warner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passes

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>411bls,china,earnings,economy,game,jobs,labor,macy's,payrolls,retailers,revisions,stocks,studio,target,tencent,tjx,vegas,videogame,warner,wukongfalsefullWalmart exits JD.comhttps://seekingalpha.com/wsb?source=wsb_podcast:walmart_exits_jdcomfocus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Microchip Technology (MCHP) suffers cyberattack, shuts down some systems, stock slips. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: JD, KEYS, and more
Oppenheimer’s top 32 ideas for August-September
Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement
Fed's Bowman says she remains wary of future rate cuts

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61102401Wed, 21 Aug 2024 10:54:16 +0000Seeking AlphaWalmart (WMT) exits JD.com (JD) to https://seekingalpha.com/news/4142158-walmart-sells-jdcom-stake?source=wsb_podcast:walmart_exits_jdcom on its own China business. (00:22) Waymo (GOOG) expands rapidly to...focus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Microchip Technology (MCHP) suffers cyberattack, shuts down some systems, stock slips. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: JD, KEYS, and more
Oppenheimer’s top 32 ideas for August-September
Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement
Fed's Bowman says she remains wary of future rate cuts

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>387jd,microchiptechnology,stocks,wallstreet,walmart,waymofalsefullMpox not next COVID, WHO official sayshttps://seekingalpha.com/wsb?source=wsb_podcast:mpox_not_next_covid_who_official_sayscontrol spread of mpox. (0:15) Lowe's issues lowered guidance. (1:18) Twitter buyout the worst finance deal for banks since crisis. (3:02)

Show Notes
S&P 500 buy and sell ideas for each of the sectors
Edgar Bronfman has reportedly raised $5.5B to bid for Paramount

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61092573Tue, 20 Aug 2024 14:29:44 +0000Seeking AlphaWHO's Europe regional director says authorities are aware how to https://seekingalpha.com/news/4141757-who-official-says-mpox-is-not-the-new-covid-calls-for-coordinated-response?source=wsb_podcast:mpox_not_next_covid_who_official_says. (0:15) Lowe's...control spread of mpox. (0:15) Lowe's issues lowered guidance. (1:18) Twitter buyout the worst finance deal for banks since crisis. (3:02)

Show Notes
S&P 500 buy and sell ideas for each of the sectors
Edgar Bronfman has reportedly raised $5.5B to bid for Paramount

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>331banks,bronfmann,bubyback,covid,debt,disease,earnings,health,jbhunt,lowe's,m&a,mpox,musk,pairtrades,paramount,stockmarket,stocks,twitter,wallstreet,whofalsefullBoeing grounds test fleethttps://seekingalpha.com/wsb?source=wsb_podcast:boeing_grounds_test_fleetgrounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) Workhorse (WKHS) raises doubts about ability to continue as going concern. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PANW, FN, and more
Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech
Trump would consider ending EV tax credit, naming Elon Musk as adviser - report
Kamala Harris to propose raising corporate tax rate to 28% - report
Gold price ekes out new record high; some analysts predict short-term pullback

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61090299Tue, 20 Aug 2024 10:44:57 +0000Seeking AlphaBoeing (BA) https://seekingalpha.com/news/4141696-boeing-grounds-777x-test-fleet-after-finding-cracks-in-engine-mounting-structure?source=wsb_podcast:boeing_grounds_test_fleet test fleet after finding cracks in engine mounting structure. (00:24) Tax...grounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) Workhorse (WKHS) raises doubts about ability to continue as going concern. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PANW, FN, and more
Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech
Trump would consider ending EV tax credit, naming Elon Musk as adviser - report
Kamala Harris to propose raising corporate tax rate to 28% - report
Gold price ekes out new record high; some analysts predict short-term pullback

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>352andersenglobal,boeing,stocks,wallstreet,workhorsefalsefullGM cutting salaried tech workershttps://seekingalpha.com/wsb?source=wsb_podcast:gm_cutting_salaried_tech_workersLayoffs come after GM promoted two former Apple execs to run software & services. (0:16) Carl Icahn settles with SEC over margin loans. (3:02) Goldman says market is full of RINO stocks. (3:50)

Show Notes
AMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilities
Estée Lauder CEO Fabrizio Freda announces intention to retire

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61081978Mon, 19 Aug 2024 16:31:35 +0000Seeking Alphahttps://seekingalpha.com/news/4141454-general-motors-cutting-salaried-tech-workforce-prioritize-investments?source=wsb_podcast:gm_cutting_salaried_tech_workers come after GM promoted two former Apple execs to run software & services. (0:16) Carl...Layoffs come after GM promoted two former Apple execs to run software & services. (0:16) Carl Icahn settles with SEC over margin loans. (3:02) Goldman says market is full of RINO stocks. (3:50)

Show Notes
AMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilities
Estée Lauder CEO Fabrizio Freda announces intention to retire

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>327ai,amd,deal,earnings,economy,esteelauder,gm,goldman,icahn,layoffs,margin,sec,settlement,stockmarket,stocks,tech,wallstreet,zimfalsefullBYD becomes Pakistan's first major NEV playerhttps://seekingalpha.com/wsb?source=wsb_podcast:byd_becomes_pakistans_first_major_nev_playerset up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (01:18) ‘Alien: Romulus’ (DIS) leads box-office sales with domestic premiere. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FUBO, EBS, and more
Evercore ISI screens banks likely to fare better when the Fed cuts rates
China stops releasing real-time foreign fund flow data
Wall Street Breakfast: Better For Sellers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61078644Mon, 19 Aug 2024 11:03:56 +0000Seeking AlphaChina's BYD (BYDDF) to https://seekingalpha.com/news/4141288-chinas-byd-to-set-up-a-plant-in-karachi-pakistan-report?source=wsb_podcast:byd_becomes_pakistans_first_major_nev_player a plant in Karachi, Pakistan - report. (00:24) UAW chief claims...set up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (01:18) ‘Alien: Romulus’ (DIS) leads box-office sales with domestic premiere. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FUBO, EBS, and more
Evercore ISI screens banks likely to fare better when the Fed cuts rates
China stops releasing real-time foreign fund flow data
Wall Street Breakfast: Better For Sellers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>338alien,byd,pakistan,stellantis,stocks,uaw,wallstreetfalsefullMarket hoping for solid Fed signals at Jackson Holehttps://seekingalpha.com/wsb?source=wsb_podcast:market_hoping_for_solid_fed_signals_at_jackson_holespeak Friday with markets looking for September cut. (0:18)  High expectations for Target earnings. (4:51) X shuts down in Brazil. (5:54)

Show Notes
Goldman Sachs lowers U.S. recession risk on strong economic data
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61071080Sun, 18 Aug 2024 15:31:37 +0000Seeking AlphaJay Powell will https://seekingalpha.com/article/4715286-jackson-hole-preview-palo-alto-networks-earnings-altria-and-intuit-dividend-watch?source=wsb_podcast:market_hoping_for_solid_fed_signals_at_jackson_hole with markets looking for September cut....speak Friday with markets looking for September cut. (0:18)  High expectations for Target earnings. (4:51) X shuts down in Brazil. (5:54)

Show Notes
Goldman Sachs lowers U.S. recession risk on strong economic data
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>491brazil,dividends,earnings,economy,fed,fomc,inflation,jacksonhole,jobs,powell,rates,recession,stockmarket,stocks,symposium,target,twitter,wallstreet,xfalsefullStellantis hit with shareholder suit over earnings drophttps://seekingalpha.com/wsb?source=wsb_podcast:stellantis_hit_with_shareholder_suit_over_earnings_dropsue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report.  (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: HRB, AMAT, and more
Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others
PepsiCo could be sued for misleading consumers on Gatorade protein bars - report
Pershing Square doesn't expect Chipotle to miss a step with CEO's departure

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61051369Fri, 16 Aug 2024 10:41:57 +0000Seeking AlphaStellantis (STLA) shareholders https://seekingalpha.com/news/4140867-stellantis-shareholders-sue-company-in-us-after-disappointing-earnings-report?source=wsb_podcast:stellantis_hit_with_shareholder_suit_over_earnings_drop in U.S. after disappointing...sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report.  (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: HRB, AMAT, and more
Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others
PepsiCo could be sued for misleading consumers on Gatorade protein bars - report
Pershing Square doesn't expect Chipotle to miss a step with CEO's departure

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>346albertsons,kroger,stellantis,stocks,toyota,wallstreetfalsefullRetail to the rescuehttps://seekingalpha.com/wsb?source=wsb_podcast:retail_to_the_rescue1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49)

Show Notes
The 'battleground' stocks shorted by hedge funds, owned by many long-onlys
Alibaba posts mixed quarterly results

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61039708Thu, 15 Aug 2024 16:22:47 +0000Seeking AlphaRetail sales allay recession worries with https://seekingalpha.com/news/4140386-retail-sales-bounce-back-in-july-rising-10-mm-and-passing-consensus?source=wsb_podcast:retail_to_the_rescuen. (0:14) Walmart rallies on...1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49)

Show Notes
The 'battleground' stocks shorted by hedge funds, owned by many long-onlys
Alibaba posts mixed quarterly results

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>427alibaba,consumer,drugs,earnings,economy,employment,fed,jd.com,jobs,medicare,rates,recession,retail,sales,siriusxm,stockmarket,stocks,wallstreet,walmart,yieldsfalsefullSoftbank, Intel AI chip talks fizzlehttps://seekingalpha.com/wsb?source=wsb_podcast:softbank_intel_ai_chip_talks_fizzleAI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: CSCO, NKE, and more
Crypto bill can be passed this year, Schumer says, as Democrats woo industry
Google says: Iranian group trying to access Biden-Trump campaign emails
Warren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, others
The 'battleground' stocks shorted by hedge funds but owned by many long-only portfolios

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>https://api.spreaker.com/episode/61036464Thu, 15 Aug 2024 10:44:29 +0000Seeking AlphaSoftBank (SFTBY), Intel (INTC) talks to produce https://seekingalpha.com/news/4140154-softbank-intel-talks-ai-chip-rival-nvidia?source=wsb_podcast:softbank_intel_ai_chip_talks_fizzle to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META)...AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: CSCO, NKE, and more
Crypto bill can be passed this year, Schumer says, as Democrats woo industry
Google says: Iranian group trying to access Biden-Trump campaign emails
Warren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, others
The 'battleground' stocks shorted by hedge funds but owned by many long-only portfolios

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.]]>335crowdtangle,intel,serverobotics,softbank,stocks,ubereats,wallstreetfalsefullCPI sparks shelter inflation concernhttps://seekingalpha.com/wsb?source=wsb_podcast:cpi_sparks_shelter_inflation_concernprove stubborn. (0:16) Nike could be the next activist target.. (3:33) Premier League turns to AI for offsides. (3:58)

Show Notes