EU weighs bloc-wide 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 wa...
Jan 23, 2025•7 min
The big government 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 ....
Jan 22, 2025•7 min
Key takeaways from Netflix's (NFLX) fourth-quarter earnings as 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 - analys...
Jan 22, 2025•6 min
Isomorphic Labs expects clinical trials of 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 ....
Jan 21, 2025•7 min
Trump plans 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 Mo...
Jan 21, 2025•7 min
Wall Street will closely watch the streamer's 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 ....
Jan 20, 2025•8 min
Getting 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 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...
Jan 17, 2025•18 min
FTC bans General Motors (GM) data sharing, says it sold 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 fa...
Jan 17, 2025•4 min
Eagle 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jan 16, 2025•4 min
Costco (COST) defends 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 $...
Jan 16, 2025•6 min
Cool core 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jan 15, 2025•6 min
Saudi Aramco (ARMCO) to boost 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 Wed...
Jan 15, 2025•7 min
Morgan Stanley CIO survey says 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% A...
Jan 14, 2025•6 min
Starbucks (SBUX) makes 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,' tel...
Jan 14, 2025•6 min
As the ICR retail conference starts, most big names are 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 ....
Jan 13, 2025•7 min
Trudeau says Canada ready with 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 TikT...
Jan 13, 2025•6 min
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more 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 ....
Jan 12, 2025•6 min
Investors 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 ...
Jan 10, 2025•14 min
AccuWeather updates California wildfire 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 doub...
Jan 10, 2025•6 min
NVDA CEO Huang estimates 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 ....
Jan 08, 2025•6 min
Shell (SHEL) cuts production forecast for LNG, 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 ...
Jan 08, 2025•6 min
Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November 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 newsl...
Jan 07, 2025•7 min
U.S. adds Tencent, Huawei to list of 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 b...
Jan 07, 2025•6 min
Deal to create new 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/subs...
Jan 06, 2025•5 min
Canada's Trudeau 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...
Jan 06, 2025•6 min
Payrolls 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 ....
Jan 05, 2025•7 min
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 ...
Jan 03, 2025•5 min
Kirk Spano 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 newsl...
Jan 02, 2025•13 min
Alibaba (BABA) to 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 J...
Jan 02, 2025•6 min
The S&P rose 24% but limped to the finish line. (0:11) Investors see a 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 ....
Jan 01, 2025•4 min
