China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NVS, JOBY, and more FDA to phase out animal testing requirement, adopt AI methods U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid ...
Apr 11, 2025•6 min
Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink , ignoring a cool but pre-tariff CPI report . (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00) Show Notes Get DoorDash from a robot 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 ....
Apr 10, 2025•7 min
TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, X, and more Google reiterates $75B spending plan for data centers amid tariff woes Former Treasury secretary Summers says govt 'rightly scared after collapsing marke...
Apr 10, 2025•6 min
Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11) Show Notes China boosts tariffs on U.S. 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 ....
Apr 09, 2025•5 min
Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BTU, CALM, and more Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security Trump says TSMC would face 100% tax if it doesn't build ...
Apr 09, 2025•6 min
Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls . (2:12) Show Notes Apple Stores see iPhone ‘panic selling.’ The Curious Case of Rising Treasury Yields Small-cap picks that can outperform 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 Seeki...
Apr 08, 2025•6 min
Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to ' fight to the end ' against new U.S. tariffs, escalating the trade dispute. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Health insurers stocks, and more Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay Trump says EU must buy $350B of U...
Apr 08, 2025•6 min
Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth . (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41) Show Notes Trump threatens 50% more tariffs on China MicroStrategy announces major digital loss 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...
Apr 07, 2025•6 min
Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL) over Trump's 'tariff armageddon'. (01:42) Saudi Arabia slashes oil prices for Asia after surprise OPEC+ output hike. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent seven, crypto stocks, and more Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit Asia panic...
Apr 07, 2025•7 min
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay . (4:46) Show Notes Earnings Calendar Bill Gross warns against buying the dip 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 ....
Apr 06, 2025•8 min
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25). Show Notes: Tesla: A Nuanced Bull/Bear Conversation Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears The full list of U.S. tariff rates and the countries targeted Episode transcripts: seekingalpha.com/wsb Sig...
Apr 04, 2025•19 min
Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15). Show Notes: Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data Trump says open to tariff negotiations if offered something 'phenomenal' 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...
Apr 04, 2025•5 min
Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump . (2:40) Show Notes S&P at risk of another 20% drop 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 ....
Apr 03, 2025•5 min
Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges , sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans , to invest $27 billion over next 3 years. (03:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, NKE, and more The full list of U.S. tariff rates and the countries targeted WW International in talks to restructure debt, handing control to bond...
Apr 03, 2025•6 min
Analyst Dan Ives says every metric is a ‘ disaster .’ (0:15) Charles Schwab gets an upgrade . (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42) Show Notes BofA picks 9 buys, 1 sell for Q2 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 ....
Apr 02, 2025•7 min
Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more CoreWeave rockets on third day of trading after tepid IPO response Big Pharma drops sharply ahead of T...
Apr 02, 2025•7 min
OpenAI leads top 10 private companies with $300 billion valuation . (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52) Show Notes The best stocks to navigate tariffs Citi says Apple looking attractive 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 ....
Apr 01, 2025•7 min
Intel CEO vows to refocus on innovation, asks customers to be ' brutally honest '. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NMAX, PVH, LPRO and more OpenAI secures $40B funding, valuing ChatGPT maker at $300B Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts Li Auto’s Q1 deliveries r...
Apr 01, 2025•5 min
Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55) Show Notes Is Apple’s rumored Nvidia server buy a big deal? 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 31, 2025•4 min
Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet . (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: WRB, NCTY Oppenheimer names BDCs likely to hold up even with declining rates Trump says TikTok deal to close before April 5 deadline TSM reaffir...
Mar 31, 2025•6 min
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29) 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 30, 2025•6 min
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold , Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20). Show links: The US will not enter a ‘demand-driven’ recession – says BCA GameStop slides 25% as Bitcoin buzz flips to investor skepticism Start the tariff engines: What does 'Made in ...
Mar 28, 2025•17 min
Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: LULU, X, and more Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM Trump administration seeks control over future inves...
Mar 28, 2025•7 min
Gold sets a new intraday record as Wall Street adjusts its forecasts . (0:15) Roku gets a vote of confidence . (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45) Show Notes ‘Market crash’ on horizon - survey 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 27, 2025•6 min
Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25). Show links: Energy executives worried about Trump's policies, Dallas Fed says President Trump signs executive order imposing 25% tariffs on foreign-made autos Bank of America hikes gold price forecast with $3,500 in sight Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access...
Mar 27, 2025•7 min
US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, HUMA, and more Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high Canada halts Tesla rebate payments, moves to block futu...
Mar 26, 2025•6 min
Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low . (1:15) Massachusetts probing Robinhood over prediction markets. (4:20) Show Notes Vanguard cuts U.S. growth forecast 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 25, 2025•6 min
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, KBH, and more Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report End of the road: Kenworth to disco...
Mar 25, 2025•6 min
BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade . (2:57) Show Notes Ford F-150 faces regulatory investigation 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 24, 2025•5 min
23andMe (ME) files for bankruptcy , CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta ’s (META) $800 million offer - report. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, SMCI, and more International names dominate list of cheap stocks with strong momentum AI boom echoes dot-com bubble, but with key differences: Bloomberg Lu...
Mar 24, 2025•5 min
