Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, AAPl, RDDT, and more Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend Key takeaways from Redd...
May 02, 2025•6 min
Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN . (2:56) Show Notes Kohl’s CEO fired for cause 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 ....
May 01, 2025•5 min
Biggest stock movers Thursday: MSFT , META , and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Trump administration said to be investing $500M on developing universal vaccines Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard Ford said to abandon effort to develop Tesla-like electroni...
May 01, 2025•7 min
Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool . (1:38) Taco Bell is the star of Yum! Earnings. (2:49) Show Notes Wells Fargo likes these utilities stocks House GOP looks for EV road tax 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 30, 2025•6 min
Sony (SONY) shares surge on potential semiconductor spin-off . (00:25) Waymo (GOOG) (GOOGL), Toyota (TM) to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping . (01:50) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, SMCI, and more General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk Fed's preferred inflation gauge expected to cool further in M...
Apr 30, 2025•6 min
Press secretary calls notion of Amazon listing tariff costs ‘ hostile and political .’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56) Show Notes Morgan Stanley’s quality stocks to double down on Hims & Hers soars on Wegovy 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 t...
Apr 29, 2025•8 min
Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview : Eyes on international sales amid tariff uncertainties. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NXPI, BP, and more Canada election: Carney's Liberals win as Trump threats fuel party's comeback Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide Southwest Ai...
Apr 29, 2025•7 min
The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes ? (0:56) Goldman is optimistic on dividends . (4:00) Show Notes Chinese tea chain Chagee launches in U.S,...
Apr 28, 2025•5 min
Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TM, AMPY, and more Big Tech faces high-stakes earnings week amid tariff jitters Trump ties tariffs to potential tax cuts for middle-income earners Shein is said to raise U.S. prices up to 377% ...
Apr 28, 2025•5 min
Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58) 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 ....
Apr 27, 2025•6 min
Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30). Episode transcripts: seekingalpha.com/wsb Show links: Netflix Q1 Earnings Call Transcript Fed's Kashkari says resolution of trade frictions would lift economic uncertainty Trump Playing Chicken With The World? Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...
Apr 25, 2025•11 min
Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: GOOG, INTC, and more China mulls exempting select U.S. goods from 125% tariffs - report Alphabet CEO signals personal ownership optionality for Waymo robotaxis Apple to shift assembly of all US iPhones to India by 2026 - ...
Apr 25, 2025•6 min
Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20). Show Notes: Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold Tesla Q1 Earnings Call Transcript Stressful Markets, But Lots Of Opportunities In Tech 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 Seek...
Apr 24, 2025•8 min
IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21) Show Notes Trump reportedly considering auto tariff relief PBOC governor espouses free trade Netflix leadership looking at $1T valuation 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 ...
Apr 24, 2025•5 min
Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20). Show Notes: Bessent says full China trade deal may take two to three years - report Longer-end yields tumble as Trump eases Fed fears Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2% 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...
Apr 23, 2025•7 min
President Trump says he has ‘ no intention ’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done . (2:34) Intel looking to cut 20% of workforce . (3:50) Show Notes Futures rally as Trump backs off on replacing Powell FDA spooks bald men 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 23, 2025•6 min
GE , Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating . (3:22) Show Notes What to make of Amazon after 30% 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 22, 2025•5 min
DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVO, MEDP, and more Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting U.S. pushes India for full ecommerce market access for trade deal - rep...
Apr 22, 2025•5 min
The dollar index hits its lowest level since early 2022 . (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04) Show Notes Chipotle to open in Mexico 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 21, 2025•4 min
Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, NFLX, and more China warns against U.S. side deals, threatens retaliation if interests are compromised U.S. dollar drops to lowe...
Apr 21, 2025•5 min
Earnings season ramps up . (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings . (4:12) 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 ....
Apr 20, 2025•6 min
Lilly’s diabetes pill meets Phase 3 trial goal . (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48) Show Notes The market is still too rosy on the economy Apple gets a vote of confidence 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 17, 2025•7 min
SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of ' smart driving ' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, AA, and more Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S. CBP says $500 million collected in reciprocal tariffs since April 5 Taiwan Semiconductor...
Apr 17, 2025•7 min
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show Notes The bad idea of creating a recession to lower rates 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 16, 2025•6 min
U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup , calls for CEO to step down - report. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, UAL, and more United beats FQ1 estimates but issues profit warning if economy stalls AST SpaceMobile seesaws amid ...
Apr 16, 2025•7 min
Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome . (5:01) Show Notes What history shows us about tariffs and 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 ....
Apr 15, 2025•6 min
China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030 : report. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ERIC, BA, and more New tariffs? U.S. probes pharma, chip imports' impact on national security SA Asks: How will higher tariffs impact Disney? AMD to make CPU chips at TSMC's Arizona plant Sign u...
Apr 15, 2025•6 min
The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36) Show Notes 50 most liquid stocks 50 least liquid 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 ....
Apr 14, 2025•6 min
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Tech stocks, and more Which stocks are least liquid? Goldman Sachs lists 50 of them Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz China suspends rare eart...
Apr 14, 2025•6 min
Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30) Show Notes Earnings Calendar Most liquid stocks Least liquid 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 ....
Apr 13, 2025•6 min
