Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna , Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30). Show Notes: Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush Wall Street rises after PCE index data comes in line Episode transcripts: seekingalpha.com/wsb ...
Sep 26, 2025•15 min
Trump slaps 100% tariffs on drugs , 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 26 Biggest stock movers Friday: INTC, GFS, and more Trump presses Japan, South Korea to pay billions 'upfront' in investments ...
Sep 26, 2025•7 min
Three strong economic reports give the Fed doves pause . (0:15) CarMax gets clobbered . (1:55) High-flying Oracle gets a rare bear . (2:18) Show Notes Is the S&P the new risk-free rate ? 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 ....
Sep 25, 2025•5 min
Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow . (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RIG, IMRX, and more Qualcomm unveils new Snapdragon chips for mobile, PCs at summit Lithium Americas surges 95% on report of possible U.S. government stake but 'c...
Sep 25, 2025•7 min
NFL Commissioner says the league is leaving money on the table . (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor . (2:57) Show Notes Goldman predicts AI productivity, GDP boost 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 ....
Sep 24, 2025•5 min
Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake . (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, MU, and more Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply OpenAI, Oracle reveal first S...
Sep 24, 2025•5 min
Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model . (1:17) Nissan shows off AI self-driving . (2:08) Show Notes Nvidia is keeping the U.S. out of a recession 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 ....
Sep 23, 2025•4 min
Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: SAVA, CLSK, and more U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report 10 chip stocks ...
Sep 23, 2025•6 min
Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, MTSR, and more Trump officials reportedly set to link Tylenol use during pregnancy to autism Samsung stock hits year’s high following report of Nvidia approval Saks is said to...
Sep 22, 2025•6 min
We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15). Show Notes The Paradigm Shift No Investor Can Ignore Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It 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...
Sep 19, 2025•16 min
FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 19 Biggest stock movers Friday: XXII, FDX, UPS, and more Nvidia hires Enfabrica CEO and licens...
Sep 19, 2025•6 min
ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a ' good investment ' opportunity. (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: IONQ, CBRL, and more Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity Trump ta...
Sep 18, 2025•6 min
Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘ risk management .’ (1:42) Show Notes 6 stocks for a Fed rate cut 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 ....
Sep 17, 2025•4 min
US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake , cites strong progress. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Listen: Historic Day At The Fed With Danielle DiMartino Booth Biggest stock movers Wednesday: NFE, WDAY, and more Top 10 S&P 500 performing stocks ahead of the Fed's rate decision RCI Hospitality Hol...
Sep 17, 2025•7 min
A cup of Joe could see big price hikes with futures surging . (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53) Show Notes Could the Fed see an unprecedented tie vote? 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 ....
Sep 16, 2025•6 min
Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform . (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WBTN, PLAY, and more Oracle pops on report of involvement in TikTok deal Google to invest £5B for AI development in UK Dave & Buster's targets 11 new store openings and $...
Sep 16, 2025•7 min
The president says ending quarterly reporting will save money . (0:15) Elon Musk buys $1B in Tesla stock . (1:27) Alphabet joins the $3 trillion club . (2:37) Show Notes OpenAI chairman agrees there’s AI bubble Bessent says TikTok deal framework agreed 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 ....
Sep 15, 2025•4 min
The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Webinar today: 6 Stocks Poised to Benefit From a Rate Cut Biggest stock movers Monday: MGA, FMST, and more Trump likely to extend TikTok deadline for the fourth time - report Many Americans use AI chatbots for financial advice, som...
Sep 15, 2025•6 min
Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds . (2:50) OpenAI sees lower rev share with Microsoft. (3:46) Show Notes Seeking Alpha analysts’ top dividend stocks 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/subscription...
Sep 14, 2025•6 min
Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55). Show Notes Trump seeks to oust Lisa Cook before Fed's policy meeting next week U.S. stocks mixed as investors look for direction with Fed decision looming CPI in charts: Annual core i...
Sep 12, 2025•19 min
Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer . (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod - report. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Investment News Quiz - Friday, Sept. 12 Biggest stock movers Friday: ADBE, SMCI, and more United CEO sees Spirit Airlines going out of business - report Tesla engineer quits a...
Sep 12, 2025•7 min
Core CPI sticky , but arrives as expected. (0:15) Jobless claims hit four-year high . (1:25) The humanoid robot that can cook. (4:24) Show Notes What did an AI-simulated Fed meeting reveal? Apple downgraded on AI doubts 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 ....
Sep 11, 2025•5 min
Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: OPEN, RNA, and more Carrier warns of 40% residential HVAC drop, highlights data center growth Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center ma...
Sep 11, 2025•6 min
Buy-now-pay-later company Klarna raised $1.37 billion with its IPO . (0:15) Wholesale inflation comes in cool . (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28) Show Notes Chewy tumbles on profit drop Wells Fargo sees S&P 7,200 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 ....
Sep 10, 2025•6 min
Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share , valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ORCL, SNPS, and more Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook Taiwan Semiconductor’s August sales rise 34% as AI demand s...
Sep 10, 2025•6 min
The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution . (1:12) Citi warns of a memory shortage . (2:03) Show Notes Goldman’s top investment opportunities for Q4 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 ....
Sep 09, 2025•4 min
Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WOLF, PL, and more BYD sees car brand wipeout in China as manufacturers go overseas - report Murdoch family settles succession dispute with Lac...
Sep 09, 2025•5 min
Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16) Show Notes The non-tech sectors talking AI 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 ....
Sep 08, 2025•4 min
Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion ; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more Amazon to end long-running Prime invitee program ASML is said to become top investo...
Sep 08, 2025•5 min
The CPI hits on Thursday with eyes on prices amid recession concerns . (0:17) Kroger earnings could benefit from a switch to value . (2:23) OpenAI boosts spending outlook to $115B. (3:18) Show Notes Wedbush’s top AI trades through the end of the year 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/s...
Sep 07, 2025•5 min
