Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27 , above expected band, raising $864M. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ORCL, OKLO, and more Huawei ‘has China covered’ if US stays out, says Nvidia CEO What's hot and what's cold in the beverage sector China to place six-month l...
Jun 12, 2025•5 min
CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53) Show Notes More nuclear-AI love Tesla sets tentative robotaxi debut date 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 ....
Jun 11, 2025•7 min
Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, PLAY, and more JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon' U.S. and China ...
Jun 11, 2025•6 min
The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola . (1:13) Novo Nordisk up on activist stake report. (2:30) Show Notes Citi boosts its S&P target and earnings 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 ....
Jun 10, 2025•4 min
UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner , not as an adversary, says AmCham. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: LMNR, NVO, and more Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids Meta's Zuckerberg hiring to form 'superinte...
Jun 10, 2025•6 min
The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades . (1:13) Hedge fund managers goes from meme stocks to flying taxis . (1:54) Show Notes Shakeup coming in one of the biggest gold ETFs 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 ....
Jun 09, 2025•4 min
Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Air mobility stocks, and more China's trade surplus widens amid weaker exports and deeper import slump IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal U.S. solar manufa...
Jun 09, 2025•5 min
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud . (1:57) Was the April low a good sign for the market? (5:47) 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 ....
Jun 08, 2025•7 min
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00). Episode transcripts: seekingalpha.com/wsb Show links: Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates Sign up for our daily newsletter here and for full access to analy...
Jun 06, 2025•27 min
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand . (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TSLA, DOCU, and more Amazon set to test AI-powered humanoid robots for deliveries - report Rent the Runway's refreshed inventory lures in new shoppers DocuSign crash...
Jun 06, 2025•5 min
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up . (3:48) Show Notes ETF inflows surge 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 ....
Jun 05, 2025•6 min
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MDB, TOPS, and more Trump signs travel ban for citizens from 12 countries, citing security concerns Canada to hold off response on higher U.S. metals tariffs Global energy inve...
Jun 05, 2025•7 min
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth . (0:57) UnitedHealth cancels former CEO stock awards. (3:50) Show Notes Highest-conviction picks from Jefferies 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 ....
Jun 04, 2025•5 min
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWD, HPE, and more Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter Wells Fargo's asset cap is lifted by Federal Reserve after seven years Capital...
Jun 04, 2025•6 min
Mattel Studios will combine the toymaker’s movie and TV units . (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion . (3:04) Show Notes Meta buying nuclear power Is the tech rally vulnerable? 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 ....
Jun 03, 2025•5 min
Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off ' several hundred ' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: CRDO, BMBL, and more U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report Toyota Industries receives take-private offer from Group companies Huawei...
Jun 03, 2025•6 min
Meta intends to help brands create ad concepts with AI tools it’s developing . (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax . (2:43) Show Notes New AI stock darling Nebius looks to raise cash Morgan Stanley still bullish on U.S. exceptionalism 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 Pre...
Jun 02, 2025•4 min
Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Samsung said to be close to wide-ranging deal with Perplexity for AI features Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs China 'firmly rejects' Trump's accusation on Geneva trade deal breac...
Jun 02, 2025•6 min
May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point . (5:24) 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 ....
Jun 01, 2025•6 min
Nvidia gets another shrug from Wall Street post- earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25). Show Notes: Wall Street ekes out gain, bonds rally after weak GDP data Costco outpaces Walmart and Target agai...
May 30, 2025•29 min
Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MRVL, PATH, GAP, and more Costco outpaces Walmart and Target again in the U.S. SEC ends legal battle with top crypto exchange Binance Nvidia, Dell to provide new supercomputer to ...
May 30, 2025•6 min
Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39) Show Notes Now might be the time for this ultimate contrarian trade 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/subscri...
May 29, 2025•6 min
Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: NVDA, AI, and more U.S. pauses exports of airplane engine tech to China - report Google starts direct online sales in India of Pixel smartphones Tesla eyes June 12 as the launch date ...
May 29, 2025•6 min
Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: OKTA, BOX, and more SpaceX's Starship loses control mid-flight, 30 minutes after launch Texas governor signs law mandating age verification on Apple and Google app stores Box outlines 7% FY26 reve...
May 28, 2025•6 min
Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: INFA, PRTA, and more Trump says US Steel will remain under American control with Nippon deal SA Asks: What are the best robotaxi stocks right now? Trump’s $175B missile shield is...
May 27, 2025•6 min
Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48) Show Notes Earnings Calendar The ticking fiscal time bomb 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 25, 2025•8 min
Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30). Show Notes: Target Q1 Earnings Call Transcript Tech Stocks - Focus On What Management Isn't Talking About 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 a...
May 23, 2025•15 min
Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: WDAY, INTU, and more Japan could trigger a ‘global financial market Armageddon’ – SG Supreme Court preserves Fed independence, lets Trump shake up other age...
May 23, 2025•6 min
Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop . (1:03) Solar stocks get hammered . (3:19) Show Notes The most crowded hedge fund longs 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 22, 2025•6 min
Trump: Time would seem right to take Fannie Mae, Freddie Mac public . (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNOW, URBN, and more Microsoft files legal action against malware Lumma Stealer Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal Snowflake raises FY26 rev...
May 22, 2025•5 min
