"No room left" rattles 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 ...
Mar 04, 2025•7 min
ISM shows 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...
Mar 03, 2025•5 min
Cryptocurrencies rally as Trump hypes up 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 i...
Mar 03, 2025•7 min
Payrolls 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 ....
Mar 02, 2025•6 min
Nvidia's solid 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 d...
Feb 28, 2025•14 min
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 S...
Feb 28, 2025•5 min
Individual investor pessimism nears 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Feb 27, 2025•6 min
Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56) 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 i...
Feb 27, 2025•6 min
Nvidia beat on the top and bottom lines and 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 ....
Feb 26, 2025•3 min
McDonald's says not to egg surcharges and plans $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, ...
Feb 26, 2025•6 min
Super Micro (SMCI) 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 Warn...
Feb 26, 2025•6 min
Consumers are ' smelling 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Feb 25, 2025•6 min
Bitcoin (BTC-USD) breaks 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...
Feb 25, 2025•6 min
Apple pledges to 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 seekingalph...
Feb 24, 2025•6 min
Alibaba (BABA) 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 overseein...
Feb 24, 2025•6 min
Nvidia guidance 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 ....
Feb 23, 2025•6 min
Past 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 ...
Feb 21, 2025•14 min
Beverage jolt: Celsius (CELH) skyrockets after 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 ...
Feb 21, 2025•6 min
Stock falls with 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 ....
Feb 20, 2025•6 min
Palantir (PLTR) ends session in red as Hegseth memo calls for sharp 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, immigratio...
Feb 20, 2025•6 min
Nikola has about $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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Feb 19, 2025•6 min
Nike (NKE) rallies after picking Kim Kardashian as its 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 bl...
Feb 19, 2025•7 min
GME raises eyebrows with sales 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Feb 18, 2025•5 min
Earnings Snapshot: Baidu (BIDU) Q4 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 b...
Feb 18, 2025•6 min
New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21) Show Notes Citi’s ‘Thematic 30’ Stocks OPEC+ delaying April production hike? 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 ....
Feb 17, 2025•6 min
CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00) 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 Sign up for our daily newsletter h...
Feb 14, 2025•9 min
Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin , other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest . (03:46) 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 ...
Feb 14, 2025•6 min
Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15). 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premiu...
Feb 13, 2025•7 min
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 ra...
Feb 13, 2025•6 min
January CPI rises 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Feb 12, 2025•7 min
