Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: SNPS, SMCI, and more SA Asks: What can Congress do to protect Social Security benefits? SA Asks: What happens if the Social Security fund runs dry? Palantir's AI system Maven...
Mar 23, 2026•5 min
Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors . (2:15) 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 ....
Mar 22, 2026•4 min
Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: FDX, SMCI, TGNA and more Investment News Quiz The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of ...
Mar 20, 2026•6 min
BoE hawkish turn wipes out market hopes for Fed cuts . (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls , while global music revenue keeps rising . (2:46) Show Notes Stocks most neglected by hedge funds 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 ....
Mar 19, 2026•5 min
Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days . (01:41) Trump: Israel hit Iran gas field, no US/Qatar role ; warns against Qatar attacks. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MU, FIVE, and more U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack SEC approves Nasdaq plan for tokenized stock trading and settlement ...
Mar 19, 2026•6 min
Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘ well and truly over .’ (1:20) Show Notes Oil is the new Fed chair Stocks tumble as yields climb 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 ....
Mar 18, 2026•3 min
What is “ Hunter Alpha ”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance . (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: DOCU, LULU, and more Microsoft may challenge Amazon-OpenAI $50B deal - report Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT...
Mar 18, 2026•6 min
Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking . (2:40) Show Notes Is the S&P good for diversification anymore? Amazon unveils 1-hour delivery 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...
Mar 17, 2026•4 min
Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal . (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: BYND, LNSR, and more OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports Nvidia CEO Huang doubles down, eyes $1T in product demand through 20...
Mar 17, 2026•5 min
Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch . (1:38) Record number of companies mention AI on earnings calls. (2:09) Show Notes The 20 stocks hedge funds love 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 ....
Mar 16, 2026•4 min
Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: META, MU, gold stocks, and more Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth Peter Thiel is said to host private Rome conference on Antichrist Alibaba plans to la...
Mar 16, 2026•5 min
Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts . (0:17) Micron earnings expected to show strong DRAM pricing . (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36) 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 ....
Mar 15, 2026•4 min
Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10) Show Notes: CPI read: Airfares jumped 7% in February even before the spike in oil prices Oracle targets rapid AI infrastructure expansion 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 ...
Mar 13, 2026•10 min
Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: ADBE, ULTA, and more News Quiz: Friday, Mar. 13 Apple cuts App Store commission fees in China to 25% More tariffs? U.S. launches n...
Mar 13, 2026•6 min
IEA says 7.5% of global oil supply will be disrupted, the most in history . (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug . (1:54) Show Notes The 20 stocks hedge funds love the most Time to stop treating AI as a chatbot 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 seekingal...
Mar 12, 2026•4 min
Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook . (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: PATH, BMBL, and more U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs Intel shareholder sues over 10% stake deal wit...
Mar 12, 2026•5 min
February CPI meets expectations , but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook . (1:27) JPMorgan tightens lending against private-credit loans tied to software . (2:32) Show Notes The most ‘disconnected’ tech trade 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/subsc...
Mar 11, 2026•4 min
Oracle (ORCL) pops as Q3 results, guidance top estimates ; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ORCL, AVAV, and more Microsoft backs Anthropic in legal fight over Pentagon blacklisting Starboard Value takes $350...
Mar 11, 2026•5 min
AI startup Advanced Machine Intelligence also names its CEO . (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions . (1:04) Bill Ackman’s fund files for IPO on NYSE . (2:49) Show Notes Polymarket taps Palantir to help referee sports betting 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 ....
Mar 10, 2026•4 min
TSMC Jan-Feb r evenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: HPE, RAIL, and more Iran says oil blockade will persist until attacks end JPMorgan sees 10% S&P 500 pullback on heightened war concerns Trump singlehandedly overturned th...
Mar 10, 2026•5 min
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14) Show Notes Where are airlines hedged on jet fuel? Oil will delay global rate cut plans It’s Barbie’s birthday 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 Alp...
Mar 09, 2026•5 min
G7 to discuss coordinated oil reserve release , FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Airline stocks and more S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock Saudis offer oil ...
Mar 09, 2026•5 min
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook . (2:11) 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 ....
Mar 08, 2026•4 min
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00) 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 ....
Mar 06, 2026•5 min
Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand . (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31) Show Notes The AI doomsday is already here 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 ....
Mar 05, 2026•4 min
OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: AVGO, VEEV, and more Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports Nvidia shifts production focus to Ve...
Mar 05, 2026•5 min
Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high . (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55) Show Notes Tesla whale backs Nvidia 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 ....
Mar 04, 2026•4 min
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: MRNA, GTLB, and more Superintelligence push: Meta said to create applied AI engineering organization Firearm demand continues its five-year downtrend in the U.S. ...
Mar 04, 2026•6 min
Bulls and bears battle as oil , dollar rally. (0:15) Paramount debt cut to junk . (2:39) Amazon buys George Washington University satellite campus . (2:52) Show Notes The Jefferies AI Beneficiary Basket 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 ....
Mar 03, 2026•5 min
Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘ shouldn’t have rushed ’ Pentagon deal after Anthropic ban. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLUG, MDB, and more Paramount’s debt cut to junk status after Warner Bros. deal Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute o...
Mar 03, 2026•6 min
