Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45) 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock q...
Sep 05, 2025•11 min
Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47) 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 ...
Sep 05, 2025•6 min
Nvidia’s VC unit is 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 ....
Sep 04, 2025•5 min
NBCUniversal (CMCSA) already sold 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...
Sep 04, 2025•7 min
Holiday spending seen posting 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 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Sep 03, 2025•6 min
Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14) 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 m...
Sep 03, 2025•5 min
Elliott Investment 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 ....
Sep 02, 2025•4 min
Wall Street slides 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 rai...
Sep 02, 2025•6 min
The 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 ....
Aug 31, 2025•6 min
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15). 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 acces...
Aug 29, 2025•11 min
Caterpillar raised the expected annual and quarterly 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 seekingal...
Aug 29, 2025•4 min
Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth 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 out Teva 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 ...
Aug 28, 2025•5 min
Nvidia tops expectations, but 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 ....
Aug 28, 2025•6 min
Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50). 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra...
Aug 27, 2025•6 min
Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15). 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...
Aug 26, 2025•5 min
Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10). 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...
Aug 25, 2025•5 min
The 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 ....
Aug 24, 2025•5 min
Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30). Episode transcripts: seekingalpha.com/wsb Show links: 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 Sign up for our daily newsletter here a...
Aug 22, 2025•12 min
Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47) 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 - repo...
Aug 22, 2025•6 min
Microsoft (MSFT) curbs Chinese 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 . 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 sl...
Aug 21, 2025•6 min
Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination . (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07) 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...
Aug 20, 2025•6 min
Chamath Palihapitiya 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 ....
Aug 19, 2025•5 min
Intel (INTC) scores $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 . 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 th...
Aug 19, 2025•6 min
Wedbush tech analyst Ives swaps in four new names 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 ....
Aug 18, 2025•4 min
Penny stock selloffs fuel concerns over pump-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...
Aug 18, 2025•6 min
Markets expect the Fed chief to signal a rate cut, 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 ....
Aug 17, 2025•6 min
Berkshire Hathaway (BRK.B) takes new 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 lo...
Aug 15, 2025•6 min
The July Producer Price Index saw the 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 ....
Aug 14, 2025•7 min
Bullish (BLSH) stock 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 - ...
Aug 14, 2025•6 min
CAVA slides after comparable sales 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 - rep...
Aug 13, 2025•7 min
