Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 17 Biggest stock movers Friday: U.S. bank stocks, and more Chinese carmaker BYD to recall record number of cars over ...
Oct 17, 2025•5 min
Wells Fargo says fears about jobs and tariffs may actually boost festive spending . (0:15) Snowflake and Palantir team up . (1:55) Jack in the Box selling Del Taco . (3:02) Show Notes The fastest drive-thrus around BTIG’s top retailer 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 ....
Oct 16, 2025•4 min
Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue . (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: HPE, UAL, NIO, and more Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations Morgan Stanley share buybacks might continue at 'slightly higher ...
Oct 16, 2025•5 min
Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises . (1:16) Fund managers see AI bubble as the biggest risk. (3:09) Show Notes Driverless cabs coming to London 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 ....
Oct 15, 2025•4 min
Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘ semi-rational ’ to own gold. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: VERI, PZZA, and more Luxury names surge after 13% pop in LVMH stock price Intel to launch new AI chip next year - report Nscale plans massive Texas AI data center fo...
Oct 15, 2025•6 min
J.P. Morgan , Goldman , Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips . (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14) Show Notes HSBC’s 10 stock picks going into earnings season 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 ....
Oct 14, 2025•4 min
Papa John's (PZZA) soars after report of takeover offer . (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval . (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVTS, PII, and more Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms Off-price retailers best positioned to absorb 100% tariff on Chinese im...
Oct 14, 2025•6 min
The companies team up for 10 gigawatts of custom AI accelerators . (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59) Show Notes 30 stocks showing signs of froth Beyond Meat craters 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 ....
Oct 13, 2025•4 min
Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed . (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more Silver soars to decades-high in historic short squeeze as gold hits record Economists expect stronger economic growth, slower job gains - ...
Oct 13, 2025•6 min
President says ‘ don’t worry ’ as China says it won’t back down . (0:17) Big banks to report in Q3 earnings curtain-raiser . (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24) Show Notes The Air Jordan Economy More stocks to short 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/subscriptio...
Oct 12, 2025•5 min
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 10 Biggest stock movers Friday: APLD, PATH, and more Senate passes bill requiring Nvidia, AMD to prior...
Oct 10, 2025•6 min
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50 . (2:06) Hollywood vs. AI . (2:50) Show Notes J.P. Morgan’s top tech stocks to short 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 ....
Oct 09, 2025•4 min
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: AZZ, RELL, and more Microsoft plans healthcare AI push in Copilot with Harvard deal: report U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support US a...
Oct 09, 2025•7 min
CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts . (0:58) Dell rallies again. (1:58) Show Notes J.P. Morgan’s top consumer sector shorts 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 ....
Oct 08, 2025•4 min
U.S. lawmakers urge broader China chip gear ban ; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: JOBY, OMI, and more ABB to divest robotics division to SoftBank for $5.38 billion BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers Intel to un...
Oct 08, 2025•7 min
Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53) Show Notes Paul Tudor Jones has that 1999 feeling 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 ....
Oct 07, 2025•4 min
Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TMQ, STZ, and more Fire at aluminum plant seen disrupting business at Ford, other automakers - report Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road proj...
Oct 07, 2025•7 min
OpenAI will deploy six gigawatts of AMD GPUs . (0:15) Fifth Third and Comerica merge . (1:09) Granny Shots ETF riding high . (1:56) Show Notes Young Wall Streeters say this is the essential human skill in the AI era 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 ....
Oct 06, 2025•4 min
Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: MU, QUBT, and more French Prime Minister Sebastien Lecornu resigns Four things for stock bulls to worry about other than the shutdown 40 alternati...
Oct 06, 2025•6 min
Government shutdown now seen lasting three weeks . (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup . (4:47) Bitcoin top $125,000 for first time. (2:57) Show Notes Which investing themes are ‘in’/‘out’ for H2 2020s 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/subscri...
Oct 05, 2025•5 min
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 3 Biggest stock movers Friday: AMAT, RUM, and more Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan YouTube to ca...
Oct 03, 2025•7 min
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34) Show Notes 12 top takeover targets in tech Caterpillar emerges as the new AI play 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 ....
Oct 02, 2025•6 min
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RKT, STLA, and more Apple tables Vision Pro sequel to pursue smart glasses: report Trump holding off on pharma tariffs to negotiate more deal...
Oct 02, 2025•5 min
With BLS down to one person , ADP payrolls jolt market with 32K drop . (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55) Show Notes Nike up on turnaround enthusiasm Reddit slumps as ChatGPT citations drop China’s Golden Week kicks off 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 ...
Oct 01, 2025•5 min
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, NKE, and more S&P 500 clocks strongest Q3 performance since 2020 UBS: U.S. lumber tariffs could add $8,900 to cost of building a home Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds th...
Oct 01, 2025•5 min
Spotify’s Ek moves to chairman role after two decades as CEO . (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides . (2:45) Show Notes Is the labor market stronger than it seems? Wendy’s unveils Tendys 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 30, 2025•5 min
Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: UUUU, FLY, and more Trump’s Tariffs: Key announcements from September OpenAI's H1 revenue climbs 16% to $4.3 billion - report Ford, GM offer deals to exten...
Sep 30, 2025•7 min
Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever . (1:09) SEC fast-tracking end of quarterly earnings . (2:16) Show Notes BMO embraces S&P 7,000 by year end 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 29, 2025•4 min
Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: GSK, MLTX, and more Goldman's 48 potential M&A candidates SA Asks: What's the most attractive cloud stock right now? Wall Street eyes new leaders beyond the Magnificent Seven as...
Sep 29, 2025•6 min
September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39) Show Notes EA stock – it’s in play GameStop loses its last sell-sider 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 seekinga...
Sep 28, 2025•7 min
