The consumer price index held few surprises , boosting stocks. (0:15) Sea Limited rallies on solid revenue . (2:21) Have a good talk with Barbie AI ? (3:31) Show Notes Citi boosts its S&P 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 ....
Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Pot stocks, BBAI, and more China urges firms not to use Nvidia's H20 chips, Bloomberg reports Trump signals openness to Nvidia selling scaled-back Blackwell to China Archer Aviatio...
AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01) Show Notes The best sectors for tactical investors 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 ....
U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Crypto stocks, AI, and more Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ Pal...
The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings . (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34) 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 ....
Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC . (0:15) OpenAI unveils GPT 5 . (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32) Show Notes The Trade Desk shares get hammered Intel CEO reaffirms commitment to the company 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...
Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired . (5:05) Show Notes Warner Bros. Discovery mixed results 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 ....
TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch . (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ABNB, DKNG, and more The Week After: How has MSFT performed since FQ4 earnings? AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-com...
The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble . (2:21) Telsa, Musk sued over robotaxi. (2:46) Show Notes The competition for ‘dip alpha’ is heating up 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 ....
Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, ANET, SMCI, and more Super Micro sinks as Q4 results, Q1 outlook falls short Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification AMD dips after earnings...
The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years . (1:14) The story of the rupee is somewhat too sensational. (3:17) Show Notes Don’t jump out of the saddle when stocks slide 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 ....
Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, HIMS, and more Taiwan Semi starts legal actions against potential trade secret violators - report Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita Vertex Pharmaceuticals stock falls as pain drug fails...
The interim award is aimed at keeping Elon Musk in the CEO slot until 2027 . (0:15) Watch out, Duke & Duke. Orange juice futures tumble . (2:42) Charts point to seasonal weakness for the S&P. (3:31) Show Notes Tyson Foods rallies after higher beef prices power a beat-and-raise quarter 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...
Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BLDE, COMM, and more Amphenol set to acquire CommScope unit in $10.5B deal - report Kugler’s sudden exit from Fed accelerates Powell succe...
With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49) 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 ....
Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10). Show Notes: Wall Street slumps to a negative close as trade jitters counter earnings euphoria UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates Episode transcripts: seeki...
Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, FIG, and more Amazon posts a powerhouse quarter again; shares fall as guidance is weighed Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show' Trump issues 60-day ultimatum for big...
Microsoft joins Nvidia with $4T market cap after ‘ slam dunk ’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher . (1:06) Fed’s favorite inflation gauges comes in hot . (1:46) Show Notes Tesla robotaxi chauffeurs? 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 ....
Apple (AAPL) expected to report ' good headline numbers ' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview . (00:24) Bessent: Trump baby accounts ' a backdoor ' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: META, MSFT, and more Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate Micro...
The FOMC keeps rates steady , but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50% . (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46) Show Notes Q2 GDP tops forecasts, but underlying growth a worry 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 ....
Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, SOFI, LC, and more SoFi Technologies stock stumbles after pricing $1.5B share offering...
UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales . (1:31) Union Pacific and Northern Southern seal merger . (5:07) Show Notes UPS fails to provide outlook amid macro uncertainty 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 ....
Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav ; Wiedenfels to head networks unit 'Discovery Global'. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TLRY, PHG, and more U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push...
Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20). Show Notes: AI may hold the key to the U.S. debt problem Apollo economist says Luckin Coffee's early test of U.S. expansion goes smoothly LNG producers surge after Europe pledges $750B purchases in U.S. t...
Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal . (1:01) Baidu unveils next-generation digital human technology. (1:52) Show Notes Trump says a trade deal with China is close Huawei unveils potential Nvidia rival Investors shift to value amid meme froth 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 Al...
The Fed is expected to keep rates steady , but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44) 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 ....
Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45). Show Notes: Waiting On Tech Earnings, Don't Overplay Market Seasonality Alphabet Q2 2025 earnings call transcript Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives Chipotle Q2 2025 earnings call transcript Episode transcripts: seekingalpha.com/wsb Si...
Paramount (PARA) (PARAA) gains as FCC approves Skydance merger . (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: INTC, PARA, and more Google said to have bagged $1.2B cloud contract from ServiceNow What analysts are saying about Tesla Dow shares tumble as company swings to loss, slashes di...
Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning . (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07) Show Notes Would replacing Powell at Fed really save on debt? 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 ....
Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve , escalating pressure on Chair Powell. (02:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, IBM, and more Key takeaways from Alphabet's Q2 beat, with stock dipping amid high s...
