A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates . (1:37) Fiserv slumps . (2:04) Show Notes Who is paying the tariffs so far? 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 ....
Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack , citing lax security. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: TXN, ENPH, and more Trump's 'AI Action Plan' for potential global dominance due today SpaceX alerts investors to possible Musk return to U.S. politics Palo Alto deal for Sentin...
Philip Morris reports surprise cigarette strength . (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze . (3:20) Show Notes Why high-beta stocks are threatening the broader market Two AI models claim victory in math Olympics 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 ....
SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: MEDP, NXPI, and more FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer Ser...
Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance . (1:14) Sarepta struggles as it defies FDA . (2:00) Show Notes Figma looks to raise $330 million in IPO 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 ....
Microsoft (MSFT) server software hit by widespread cyberattack . (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: XYZ, and more Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report SA Ask...
Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37) 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/subscripti...
Crypto legislation back on track , Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15). Show links: New crypto laws will make US ‘Crypto capital of the world’ Joby Aviation set to double production at California facility Johnson & Johnson Q2 2025 Earnings Call Transcript Episode transcri...
Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NFLX, NSC, and more Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries Sarepta pl...
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00). Show links: Wall Steet moves higher after the latest retail sales report and further earnings data Biggest stock movers Thursday: TSM, UAL Netflix Is Still King Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full acce...
Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, UAL, and more Is Mexican Coke coming to America? AI bubble bigger than dot-com? Apollo economist sounds the alarm Taiwan Semi rises after Q2 profit surges 60%, raises 2025 o...
Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies . (1:16) June PPI comes in soft on services disinflation. (3:23) Show Notes ‘Red flare’ on housing market 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...
MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, GPN, and more Nvidia CEO calls Chinese AI models ‘world class’ Trump eyes drug, chip tariffs by month-end Westingh...
Tariff inflation popped up as the yearly CPI rate moved higher . (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52) Show Notes Stocks most and least likely to beat on 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 ....
Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVDA, TTD, and more TikTok trying to propose Canada security solution amid looming order to shut operations Moody's chief economist fires 'red flare' on housing market Stocks most and ...
Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp . (2:33) Show Notes Goldman’s out-of-consensus picks 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 ....
Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, and more Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales Bitcoin soars past $120K for the first time 'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush...
Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59) Show Notes Earnings Calendar Dividend Roundup UBS top and bottom picks 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 ....
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40). Show Notes: Nvidia hits $4 trillion market cap Netflix Is Still King Most Fed officials see rate cut as appropriate this year: FOMC minutes Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri...
Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto stocks, and more Tesla applies to test robotaxis in Phoenix, Arizona - report Trump to make 'major statement' on Russia on Monday, ...
Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s . (2:18) Show Notes Disney+ adds more UK shows 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 ....
McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: KLG, DAL, and more Autodesk considers acquisition of software firm PTC: report Intel prices Mobileye share sale Nvidia’s CEO Jensen Huang plans to meet Chinese l...
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10). Show Notes Copper retreats from record high, crude oil gains after EIA forecast U.S. stock futures inch higher as tariff updates remain in focus Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips . (1:44) Three things Tesla’s board should do. (2:37) Show Notes Goldman, BofA up S&P targets 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 ....
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WOLF, CIEN, and more Trump says U.S. will send more weapons to Ukraine after last week's pause Epic Games settles antitrust app store case again...
The Chinese EV company has an SUV with its own Turing chip . (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52) Show Notes CoreWeave to buy Core Scientific 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 ....
Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1 . (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut , global total tops $318M. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, WNS, and more Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations Carney says possible oil pipeline project is 'highly likely’ in ...
Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear . (1:54) Elon Musk announces American First party. (2:14) Show Notes Tech picks for Q3 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 ....
Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30) Show Notes Ford CEO says AI will take 50% of white collar jobs 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 ....
Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake . (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TRIP, DDOG, and more Ford CEO: AI will replace half of all white-collar workers in U.S. Datadog surges after placement on S&P 500 Google propose...
