As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, companies like United Airlines (UAL) Airbnb (ABNB) and Marriott (MAR) are betting late-breaking travel dema...
May 22, 2026•8 min
U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B . (1:59) Show Notes SpaceX says its market rivals total U.S. GDP Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscripti...
May 21, 2026•4 min
Nvidia (NVDA) ‘ largely conceded ’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: INTU, APLD, and more Iran deal looks like a 30-day ceasefire extension - Eurasia Group Traders bet big on OpenAI beating Anthropic to IPO first OpenAI prepares t...
May 21, 2026•6 min
Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment . (1:29) Show Notes Can NVDA learn from NVD.A? UK wants food price caps Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha....
May 20, 2026•4 min
CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMC, RBLX, and more Meta Platforms begins new round of layoffs affecting ~8,000 employees Nvidia heads into earnings with largest short position in SPX: S3 Partners Tesla steps up 'urgent' F...
May 20, 2026•6 min
Leopold Aschenbrenner’s fund places big bearish bets against NVDA . (0:15) Home Depot issues upbeat annual guidance . (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16) Show Notes Best Income Ideas Online Summit Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
May 19, 2026•4 min
Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Tuesday: AGYS SEC eyes plan for trading tokenized versions of stocks on crypto platforms - report Samsung, union make concessions, but issues...
May 19, 2026•6 min
Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential . (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51) Show Notes Best Income Ideas Online Summit Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
May 18, 2026•4 min
NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs , closing regional offices. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Monday: RAMP, D, and more Seven warning signs — and two positives — for the market: BTIG’s Krinsky Amazon faces con...
May 18, 2026•7 min
Nvidia earnings test AI demand and priced-in investor expectations . (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical . (2:01) Show Notes Best Income Ideas Online Summit Options indicate GTA 6 pre-sale 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 seekingal...
May 17, 2026•4 min
Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts . Show Notes: Best Income Ideas Online Summit Alpha Picks Avoid S&P + Bonds, Buy Gold + Energy - George Noble Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/s...
May 16, 2026•21 min
Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20) Show Notes: Best Income Ideas Online Summit Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
May 15, 2026•13 min
POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand . (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350 . (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Friday: PZZA, TSM, and more Putin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP says SanDisk warns ...
May 15, 2026•5 min
Ford gets love for hyperscaler opportunity , not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50) Show Notes Dunkin’ vs. Tim Hortons BlackRock’s fixed income playbook Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
May 14, 2026•4 min
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites , more NFL games, and Quasimodo at the 2026 Upfront event. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, DOCS, and more US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports Xi asks Trump if U.S. and China can avoid ‘Thucydides ...
May 14, 2026•7 min
PPI posted its largest monthly increase since 2022 . (0:15) Nebius revenue surged nearly sevenfold . (1:24) Meta employees protest workplace tracking software . (2:17) Show Notes Wells Fargo’s playbook for market euphoria Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
May 13, 2026•4 min
Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LUNR, NXT, and more PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program' Qualcomm tumbles, leading semiconductor and AI stocks lower Nvid...
May 13, 2026•6 min
Board call’s GME’s $56B takeover proposal neither attractive nor credible . (0:15) Energy prices push April core and headline CPI higher . (0:50) Quantum Computing reports nearly 9,000% revenue growth . (1:49) Show Notes UK bond market faces off against another prime minister Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscripti...
May 12, 2026•4 min
Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLUG, HIMS, and more Silver surges to biggest gain since February; India's Modi asks citizens to pause gold buying Nvidia’s CEO Jensen Huang reportedly left off ...
May 12, 2026•5 min
Hyperscaler capex looks better when compared to 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 . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalp...
May 11, 2026•5 min
Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28) 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...
May 11, 2026•5 min
Cerebras headlines a 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 . 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 ....
May 10, 2026•4 min
Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) 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/subscri...
May 08, 2026•16 min
Cloudflare (NET) to 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 sus...
May 08, 2026•5 min
DOJ investigates 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 seeki...
May 07, 2026•4 min
SpaceX (SPACE) IPO said to hand Elon Musk 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:...
May 07, 2026•5 min
Disney reports solid growth across 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 . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
May 06, 2026•4 min
McDonald'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 va...
May 06, 2026•7 min
The UK 30-year yield 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 ....
May 05, 2026•4 min
Pinterest (PINS) jumps on strong 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 ma...
May 05, 2026•5 min
