The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill . (2:35) Show Notes Quantum stock Rigetti gets a bull call 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 ....
Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint ; shares rise in after-hours trading. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: VRNT, CNC, and more All 22 banks pass Fed's 2025 stress test on capital levels Baidu revamps search engine with AI features, voice functionality ...
President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of the Amazon machines . (3:22) Show Notes Top tech stocks for the rest of ‘25 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 ....
Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed . (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TSLA, AVAV, and more Musk threatens to oust Trump tax bill backers, floats new political party Hershey to remove artificial food dyes from products by 2027 - report Tes...
The companies are reportedly battling over sales of the Switch 2 on Amazon U.S. (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box office . (2:49) Show Notes Oracle rallies on CEO comments, upgrade 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 ....
UK-US trade deal : immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout . (02:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: U.S. banks, JNPR, and more Renewables industry reels as Senate megabill unveils new excise tax Indonesia plans to cut import red ta...
Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear . (1:06) Senate GOP clears bill hurdle . (2:12) Show Notes 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 ....
Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode . Show links: Danielle DiMartino Booth On America's Game Of Thrones S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data Oil faces ...
Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15). Show links: S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, ...
Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NKE, TM, and more SA Asks: What are the best crypto stocks right now? Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade Enphase Energy surges to top o...
The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid. (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV . (4:11) Show Notes Palantir signs deal with The Nuclear Company JetBlue’s second-largest investor threatens to sell 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/...
Jane Street co-founder said to have been ‘ duped ’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: FUL, KTOS, and more Meta recruits three OpenAI researchers for superintelligence push - WSJ Booking .com faces legal action as Dutch consumer groups allege...
Roundhill files for Humanoid Robot ETF . (0:15) More housing market cracks as new home sales sink . (1:28) Walmart testing out Dark Stores . (3:51) Show Notes Nvidia gest new Street-high price target 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 ....
Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU , registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei Trump dismisses Pentagon report, c...
The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles . (1:39) Trump lashes out at Israel and Iran. (2:04) Show Notes Oil prices sink on Iran export expectations Doughnut divorce Speeding Tesla robotaxis 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.co...
The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TDOC, CHWY, and more China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says Tesla robotaxis violate traffic laws, spark federal scrutiny UK's competition regulator pro...
Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, NTRS, and more DeepSeek aids China’s military, evades export controls - report Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO Reta...
Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks ; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: CRCL, GMS, and more Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars Meta plans to hire Safe Superintelligence C...
Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12) 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 ....
Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05). Show Notes: Housing starts plunge more than expected in May, building permits also drop Netflix quietly slides into live TV business via partnership with France's TF1 Alibaba-backed MiniMax mulls Hong Kong IPO - report Marvell rises as analysts praise custom AI event announcements Ep...
Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation . (1:14) Traders watching this pizza indicator . (2:19) Show Notes Hexagon launches new humanoid robot What is MiniMax? X sues New York 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 ....
Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love . (3:49) Show Notes The 5 mega forces driving equity conditions 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 ....
Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Solar stocks, and more G7 Summit: Leaders said to draft strategy to secure critical mineral supply Eli Lilly nears $1.3B deal for Verve T...
Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads . (0:51) Cocoa prices cooling . (2:09) Show Notes The Fed ‘hates’ Trump’s policies 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 ....
Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: SRPT, CSCO, and more What are stablecoins? U.S. pushes Vietnam to reduce reliance on Chinese tech - report Japan, Eu...
Trump promises peace between Israel and Iran ‘ soon .’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06) 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 ....
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Show links: Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession ? War Scenarios: A Guide For Investors Episode transcripts: seekingalpha.com/wsb Get 20% off James' Successful Portfolio Strategy Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,...
Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025. Show links: Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint I...
Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike Oracle stock surge bumps Larry Ellison to world's second richest person Air India crash is likely...
Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks . (2:04) GameStop sinking again. (3:02) Show Notes A.I. Joe – The Unreal American Hero BlackRock looks to dominate crypto 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 ....
