The Fed's favorite inflation measure is seen ticking up. (0:17) 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 ....
Mar 23, 2025•6 min
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00). 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 u...
Mar 21, 2025•11 min
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...
Mar 21, 2025•6 min
The CoreWeave $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 ....
Mar 20, 2025•6 min
NCAA March 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 fundin...
Mar 20, 2025•7 min
The Fed chief echoes 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 Sign up for our 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 19, 2025•8 min
General Motors (GM) 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 Sh...
Mar 19, 2025•6 min
Economist 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 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 u...
Mar 18, 2025•8 min
Wholesale egg prices drop, but 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 wi...
Mar 18, 2025•6 min
Kim 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 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 quan...
Mar 17, 2025•8 min
Warren Buffett's Berkshire Hathaway (BRK.B) 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 ami...
Mar 17, 2025•5 min
Bullish AI news from 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 ....
Mar 16, 2025•6 min
Investors 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 (8:55). FedEx, Micron earnings coming (10:35). 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 appointm...
Mar 14, 2025•14 min
British Columbia 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...
Mar 14, 2025•6 min
Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35). 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 seekinga...
Mar 13, 2025•4 min
Intel (INTC) announces Lip-Bu Tan as 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 ...
Mar 13, 2025•5 min
CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in s hutdown mode ? (2:11) Spotify pays out r ecord 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....
Mar 12, 2025•6 min
Google (GOOG) (GOOGL) nears 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 Tru...
Mar 12, 2025•5 min
Alphabet looks to meet AI demand with nuclear power . (0;15) Southwest surges after introducing bag fees . (2:34) Trump looking to peruse the Tesla lot . (3:31) 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 ....
Mar 11, 2025•6 min
Oracle (ORCL) targets fiscal 2027 revenue 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, NextE...
Mar 11, 2025•6 min
Stocks plunge 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 Sign up for our 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 10, 2025•6 min
ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500 . (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16) 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 Chec...
Mar 10, 2025•6 min
A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report 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 Sign up for our 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 09, 2025•7 min
Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55). 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 Sign up for our daily newsletter here and for full acc...
Mar 07, 2025•11 min
Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook , reveals 'workforce reduction' program. (02:47) 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...
Mar 07, 2025•7 min
Alibaba unveiled its latest AI 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 Sign up for our 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 06, 2025•7 min
Seven & i (SVNDY) names new CEO, unveils 7-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...
Mar 06, 2025•7 min
OpenAI's top tier AI 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 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscr...
Mar 05, 2025•6 min
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak 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 pipel...
Mar 05, 2025•6 min
The ' bro 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 Sign up for our 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 04, 2025•5 min
