Carry-trade worries grow as Japen yields hit levels not seen since 2008 . (0:15) Databricks is looking at a valuation of $134B . (1:36) Trump says he now knows who he’ll pick as next Fed chair . (2:11) Show Notes Accenture now calling employees 'reinventors' 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 ....
Dec 01, 2025•4 min
Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report . (0:17) Black Friday online sales hit $11.8 billion . (1:59) ChatGPT turns 3 . (2:35) Show Notes Swiss shoot down 50% inheritance tax Earnings Calendar 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 30, 2025•5 min
Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season? Episode transcripts seekingalpha.com/wsb . Show links: Jack Bowman | Seeking Alpha Take the quiz: Investment News Quiz - Friday, Nov. 28 Biggest stock movers Friday: BITF, and more E-commerce sales surged in October amid generative AI push and heavy promotions Sign up for our daily newsletter here and for full access t...
Nov 28, 2025•8 min
Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘ Rush Hour 4 .’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13) Show Notes 3D printed chicken? 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 26, 2025•4 min
HP (HPQ) slides after it unveils weak forecast, job cuts . (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: DELL, HPQ, and more 'Rush Hour 4' in the works after Trump's push to revive series Italy's antitrust body expands probe against Meta over WhatsApp AI tools OPEC+ likely to keep output...
Nov 26, 2025•5 min
Paramount, Netflix and Comcast have all put in bids . (0:14) Stocks keep recently rally going . (0:57) HP slumps post-earnings . (1:17) Show Notes The 2025 turkeys 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 25, 2025•3 min
Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVDA, ZM, and more Initial Q3 GDP estimate to be released right before Christmas Fed study sees tariffs lowering in...
Nov 25, 2025•6 min
The Nasdaq rallies more than 2% . (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36) Show Notes Chip stocks surge 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 24, 2025•3 min
Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce ' framework ' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack ? (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PONY, MP, and more SA: What are the best defensive stocks right now? Salesforce CEO Marc Benioff has a 'Holy S---' AI moment Qwen app hits 10 million downloads in a week as ...
Nov 24, 2025•5 min
Alibaba reports earnings Tuesday: time or buy or sell ? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘ doesn’t exist ’ anymore. (2:16) Show Notes 50 stocks that mean the most to hedge funds 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 23, 2025•4 min
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20). Show Notes Trump...
Nov 21, 2025•13 min
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage . (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Take the news quiz: Investment News Quiz - Friday, Nov. 21 Biggest stock movers Friday: GAP, ESTC, and more Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick Nvidia-Foxconn...
Nov 21, 2025•5 min
Wall Street analysts loved what they saw from Nvidia earnings . (0:15) Long-awaited September jobs report shows solid payroll gains . (1:10) Walmart benefits as consumers eye value. (2:21) Show Notes This bond action could signal the end of the equity bull 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/subscriptions....
Nov 20, 2025•4 min
Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: NVDA, PANW, and more Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook China considers...
Nov 20, 2025•6 min
Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream . (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund , investors include Nvidia (NVDA) - report. (01:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: PLUG, ON, and more 'Relax,' selloff is just P&L protection - Nomura Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report Warner...
Nov 19, 2025•6 min
Major apps like ChatGPT and X face disruptions . (0:15). Home Depot blames ‘ no storms ’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop . (2:37) Show Notes Goldman’s best AI productivity stocks Why traders are watching this key S&P level 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 18, 2025•4 min
Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: OWL, AXTA, and more Nio's right-hand drive model Firefly enters production Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8% Chi...
Nov 18, 2025•6 min
Bezos will be co-chief executive of Project Prometheus . (0:15). Alphabet rallies as Berkshire Hathaway discloses stake . (1:16) UBS could relocate to the U.S. (2:05) Show Notes Netflix 10-for-1 stock split goes into effect 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 17, 2025•3 min
Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: QUBT, XPEV, and more Hidden homeownership costs hit nearly $16,000 a year, Zillow says SA Asks: What happens if Trump's tariffs are ruled illegal? Boeing sees sharp increase i...
Nov 17, 2025•5 min
Will the market’s most important company shine or disappoint ? (0:17) Disney back on YouTube . (2:10) Apple prepares iPhone overhaul . (2:40) 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 16, 2025•4 min
Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30). Show links: Nasdaq turns...
Nov 14, 2025•13 min
Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework . (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Nov. 14 Biggest stock movers Friday: CDTX, AMAT, WBD, and more Fed's Kashkari did not back last rate cut, undecided on Dec...
Nov 14, 2025•4 min
Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks . (3:39) Show Notes A Michael Burry Wall Street timeline Stocks fall in big risk-off move as Tesla, Nvidia sink Target tells employees to smile Verizon announces big layoffs 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 ...
Nov 13, 2025•5 min
Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, BTDR, and more Goldman's AI layoffs early warning signal Weight Watchers plans to sell Novo's obesity pill once it launches - report Waymo launches autonomous freeway rides...
Nov 13, 2025•5 min
Big Blue says it’s on a path to elusive ‘ quantum advantage .’ (0:15). AT&T gets a rating boost . (1:21) Peak oil demand pushed out to 2050 . (2:16) Show Notes Goldman’s healthcare stock 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 ....
Nov 12, 2025•4 min
General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, ALC, and more Trump to host Wall Street CEOs on Wednesday at White House - report Foxconn sees AI-driven growth in 2026, teases...
Nov 12, 2025•5 min
Turing Award-winning AI scientist Yann LeCun heads to startup land . (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans . (3:03) Show Notes S&P 500 more correlated to Nvidia than its own 500 components Michael Burry targets hyperscaler accounting 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....
Nov 11, 2025•5 min
50-year mortgage : A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: BBAI, RKLB, and more US Senate passes bill to end longest ever government shutdown, sending it to House Nebius Q3 Earnings Preview: What to expect? Tesla chair says the company could be on the cusp of the ...
Nov 11, 2025•5 min
AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) Show Notes BofA says short hyperscaler bonds Source says Papa John’s deal report not true 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 10, 2025•5 min
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RUM, MTSR, and more SA Asks: What are the best AI-focused ETFs right now? Duffy: Air travel will slow to a 'trickle' ahead of Thanksgivin...
Nov 10, 2025•5 min
