Hedge funds will disclose positions ahead of Friday’s 13F deadline . (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers . (3:08) 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 ....
Nov 09, 2025•4 min
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49) Show notes: AMD outlines 2025 growth strategy with AI and server expansion Wall Street continues to decline as AI trade's downtrend persists What to know as Michael Burry bets against Nvidia and Palantir Year-to-...
Nov 07, 2025•15 min
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Nov. 7 Biggest stock movers Friday: TSLA, XYZ, DKNG, and more Musk says Tesla may build “gigantic” chip fab to power its AI a...
Nov 07, 2025•5 min
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop . (1:51) Show Notes Snap soars on Perplexity deal Microsoft’s AI team forms Superintelligence Group 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...
Nov 06, 2025•5 min
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNAP, QCOM, and more Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report Jamie Dimon s...
Nov 06, 2025•5 min
The company says it has more than 1 million business customers . (0:15) McDonald’s sees huge drop in low-income customers . (1:39) UPS plane crashes on takeoff . (2:29) Show Notes Evercore’s Tactical Actional Positioning stocks 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 ....
Nov 05, 2025•5 min
Government shutdown becomes longest ever ; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more Zohran Mamdani wins NYC mayoral race. What does it mean for Wall Street? China to suspend most U.S. tariffs after Trump-Xi mee...
Nov 05, 2025•6 min
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir . (0:15) Palantir’s CEO calls Burry ‘ bats--- crazy .’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46) Show Notes Bitcoin hits lowest levels since June Uber slides on outlook 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/...
Nov 04, 2025•5 min
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, SRPT, and more Palantir Technologies Inc. (PLTR) Q3 2025 Earnings Call Transcript Trump administration to pay half of SNAP benefits for November Hims & Hers ...
Nov 04, 2025•4 min
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion . (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29) Show Notes Hedge funds wrong-footed by Mag 7 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 ....
Nov 03, 2025•4 min
The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark . (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line . (2:08) Show Notes What’s the best quantum computing stock? 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 Seek...
Nov 03, 2025•3 min
Tesla shareholders will vote on Elon Musk’s $1 trillion pay package . (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings . (2:48) 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 ....
Nov 02, 2025•4 min
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15). Episode transcripts: seekingalpha.com/wsb Show links: Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb Meta anticipates CapEx dollar growth...
Oct 31, 2025•15 min
Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown stretches into Thanksgiving travel season . (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 31 Biggest stock movers Friday: AAPL, AMZN, and more Elon Musk’s SpaceX set to win $2B Pentagon satellite deal - report Trump-Putin summit canc...
Oct 31, 2025•5 min
Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage . (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: GOOG, META, MSFT, and more Trump directs Pentagon to resume nuke testing after 33-year pause Meta Platforms stock sinks after booking $16B one-time charge in Q3 Starbucks reports positive comparable store ...
Oct 30, 2025•6 min
The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion . (0:16) Stocks end mixed as Treasury yields surge . (2:12) 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 ....
Oct 29, 2025•3 min
Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (01:17) No food stamps from next month as USDA says ' the well has run dry .’ (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and more Starbucks Q4 preview: Analysts caution over declining same-store sales SA analyst upgrades/downgrades...
Oct 29, 2025•5 min
Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21) Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating from S&P in a first for a bitcoin treasury company. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WM, CLS, RMBS, and more Ark Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming' EU car sales rise 10% in Septem...
Oct 28, 2025•5 min
Qualcomm is rallying after entering the AI accelerator market . (0:16) Organon CEO out amid scandal . (1:04) Looking at Pets.com 25 years later . (2:55) Show Notes Goldman’s cheap high-quality stocks 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 27, 2025•5 min
Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RNA, HIVE, and more Trump dismisses speculation of vice presidential run in 2028 election Argentine midterms: Milei's party wins big as voters back his economic overhaul Copper nears record high on U.S.-China trad...
Oct 27, 2025•5 min
Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30) 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 ....
Oct 26, 2025•5 min
Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25). Show Notes: Netflix Is Still King This Unbelievably Strong Stock Market Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to anal...
Oct 24, 2025•14 min
Alaska Airlines (ALK) IT outage halts flights . (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 24 Biggest stock movers Friday: F, INTC, NEM, and more Trump cancels trade negotiations with Canada over Reagan ad Intel perks up as PC, AI helps boost Q3 results, guidance Rivian reach...
Oct 24, 2025•5 min
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef : Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions . (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, IBM, and more Tesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profits ...
Oct 23, 2025•6 min
The yellow metal remains under pressure as it nears correction territory . (0:16) Beyond Meat on a wild squeeze ride . (1:04) Meta laying off 600 superintelligence employees. (2:26) Show Notes Goldman’s top tech capex and R&D names 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 22, 2025•4 min
DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys . (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NFLX, DKNG, and more Netflix outlines ad revenue doubling in 2025 as new content and tech drive global engagement This AI bubble is ‘absolutely’ goi...
Oct 22, 2025•6 min
As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale . (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers . (2:52) Show Notes Goldman Sachs’ Buyback Aristocrats 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 21, 2025•5 min
Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club : Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: CCK, DCGO, and more Argentina bailout: US currency swap deal inked, banks seek collateral for $20B loan PayPal to take over Carlyle stake in e-comme...
Oct 21, 2025•6 min
Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PLUG, RANI, and more Blackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive power Earnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, P...
Oct 20, 2025•5 min
Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15). Show Notes: Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report Gold hits another record with bank worries in focus alongside trade, rate cuts Bank fears spread with wider market spooked over credit 'cockroaches' Episode trans...
Oct 17, 2025•22 min
