Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset . (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: QCOM, GOOG, and more Rare earth stocks sink as Trump administration floats tariffs to implement price floor Nvidia's AI chip sale to ByteDance hinges on c...
Feb 05, 2026•6 min
The paper shutters Sports desk , curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral . (2:15) Show Notes Claude gets salts with ChatGPT over ads 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 ....
Feb 04, 2026•4 min
Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, SMCI, and more Group of BP investors seeks proof that shift to oil and gas will bring value Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report Bitcoin-led crypto selloff wipes ...
Feb 04, 2026•6 min
PayPal ousts CEO Alex Chris , poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor . (1:02) SpaceX-xAI sparks debate over deeper Tesla integration . (2:30) Show Notes Pepsi boosts shareholder returns 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 ....
Feb 03, 2026•4 min
Palantir pops as Q4 results , guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, TER, and more Alphabet's Waymo valued at $126B in latest funding round India's stock market rallies as investors cheer U.S. trade deal Uber reenters Chinese market after years, starting ...
Feb 03, 2026•6 min
Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt . (1:57) Trump plans critical minerals stockpile called Project Vault . (3:00) Show Notes January jobs report delayed 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 ....
Feb 02, 2026•4 min
Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: ORCL, crypto stocks, and more Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner Ford, Xiaomi deny report on EV partnership talks Disney nears naming parks head D'Amaro as next CEO - Bloo...
Feb 02, 2026•5 min
Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00) 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 ....
Feb 01, 2026•3 min
Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30) Show Notes: Trump picks Kevin Warsh as new Fed Chair Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down The Mag 7 are no longer trading as a unified group Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratin...
Jan 30, 2026•20 min
Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish ? (1:25) What Seeking Alpha analysts say . (2:21) Show Notes Miss the action? You can still bet on Fed chair 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 ....
Jan 30, 2026•4 min
Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SNDK, TSLA, and more Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak Samsung SD...
Jan 30, 2026•5 min
Software stocks slide sharply as Microsoft , ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN . (2:59) Show Notes Altria outlines dividend strategy 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 ....
Jan 29, 2026•4 min
Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down . (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MSFT, META, TSLA, and more Tru...
Jan 29, 2026•6 min
Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars . (2:54) Show Notes Amazon cuts 16,000 jobs 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 ....
Jan 28, 2026•4 min
ASML plans about 1,700 job cuts . (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: TXN, QRVO, and more Amazon reportedly sends premature layoff email to workers fearing big cuts SoftBank in talks to invest $30 billion more in OpenAI - report China said to greenlight first batch o...
Jan 28, 2026•5 min
UnitedHealth sinks as revenue outlook misses amid Medicare rate shock . (0:15) Boeing , UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39) Show Notes Silver taken over by meme traders? 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 ....
Jan 27, 2026•4 min
Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Health insurers' stocks, and more Silver should be trading at half its price later this year – JPM’s Marko Kolanovic Microsoft is said to win ap...
Jan 27, 2026•5 min
Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40) Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! Episode transcripts: seekingalpha.com/wsb Show links: The world's largest restaurant chain made its U.S. debut AppLovin in focus as Needham upgrades on back of bullish data USA Rare Earth jumps af...
Jan 26, 2026•5 min
Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Investing Experts Live: Top Ideas for 2026 Biggest stock movers Monday: USAR, RVMD, and more Winter storm forces most flight cancellations since pandemic Deep freeze knocks Texas energy and industrial operations offline Samsung Nears Nvidia Cert...
Jan 26, 2026•6 min
Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47) 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 ....
Jan 25, 2026•4 min
Winter storm watch : Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01) Episode transcripts seekingalpha.com/wsb . Show links: Investing Experts Live: Top Ideas for 2026 Biggest stock movers Friday: INTC, ISRG, and more Amazon's another round of layoffs starts next week - report Downtown Las Vegas casino owner gets c...
Jan 23, 2026•6 min
Rates climb after core PCE holds at 2.8% YoY . (0:14) GE Aerospace slips as analysts warn margin expansion may slow . (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18) Show Notes BofA’s best ideas list Register for Investing Experts Live: Top Ideas 2026 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/subscrip...
Jan 22, 2026•4 min
Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘ tariff-free zone ’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DDOG, BABA, and more Apple starts Lunar New Year discounts in China, up to 1,000 yuan Trump administration to offer states deals to host nuclear waste - Reuters Goldman Sachs lifts 2026 gold ...
Jan 22, 2026•5 min
Trump reverses course after Davos talks, sending stocks sharply higher . (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13) Show Notes Analysts defend Netflix amid underwhelming guidance Register for Investing Experts Live: Top Ideas 2026 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 Pr...
Jan 21, 2026•4 min
Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NFLX, UAL, and more Key takeaways from Netflix earnings: Stock dips despite beat OpenAI unveils Stargate community plan to keep energy costs in check Alibaba joins han...
Jan 21, 2026•5 min
Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings . (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55) Show Notes Greenland means ‘buy tech’ - Wedbush Register for Investing Experts Live: Top Ideas 2026 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 ...
Jan 20, 2026•5 min
Biggest stock movers Tuesday : NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace' OpenAI CFO says ARR hits above $20B in 2025 Sign up for our daily...
Jan 20, 2026•6 min
Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘ bazooka .’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53) 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 ....
Jan 18, 2026•4 min
Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership . (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MU, CEG and more Investing Experts Live-Top Ideas for 2026 France warns U.S. against Greenland seizure as Europe sends troops to island U.S. megabanks reduce headcount by most in nearly a decade - report Tech earn...
Jan 16, 2026•6 min
Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Bank CEOs push back against Trump’s call for credit card interest rate cap Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless” Trump holds off on critical minerals tariffs Elon Musk's ...
Jan 15, 2026•6 min
