AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand . (1:35) BlackBerry rallies as QNX software powers millions of vehicles . (1:50) Show Notes William Blair’s stock conviction list A history of Star Wars at the box office 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 Premi...
May 04, 2026•4 min
eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection . (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks and more Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw Bessent warns Americans should be concerned about AI...
May 04, 2026•6 min
Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links: Nasdaq crosses 25K for first time as tech stocks power gains Meta Platforms (META) Q1 2026 Earnings Call Transcript Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analy...
May 01, 2026•18 min
Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback . (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TWLO, ROKU, RBLX, and more Senators ban themselves from betting in prediction markets Huawei expects AI chip sales to surge at least 60% in 2026: report U.S. seeks to d...
May 01, 2026•6 min
GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler . (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55) Show Notes Jobless claims hit lowest level since 1969 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/subscripti...
Apr 30, 2026•4 min
Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors . (00:58) Amazon (AMZN) discusses ' The Apprentice ' reboot, with Don Jr. as potential host - WSJ. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: GOOG, META, QCOM, and more Nvidia B300 servers hit $1M price in China amid U.S. curbs - report U.S. said to pitch new coalition to res...
Apr 30, 2026•5 min
Jerome Powell will stay as governor . (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise , markets see no rate moves this year. (2:37) Show Notes Why Powell says he’s staying 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 ....
Apr 29, 2026•4 min
Robinhood revenue misses , Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO ? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31) Show Notes Seagate soars post-earnings Warsh passes first Fed chair vote 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 ....
Apr 29, 2026•5 min
Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14) Show Notes Shell warns global crude supply disruption could drag into 2027 Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown Amazon Q1 preview: All eyes on AWS, capital spending 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 Al...
Apr 29, 2026•6 min
UAE shocks market, quits cartel to seek output flexibility . (0:15 ) OpenAI partners fall after reported target misses . (1:19) Coca-Cola climbs on strong organic revenue . (1:39) Show Notes Will a wealth tax cause an AI bubble to pop? Semiconductors flash dot-com vibes 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 ....
Apr 28, 2026•4 min
Celestica slides despite stronger earnings and upbeat guidance . (0:15) POET extends losses after Marvell-linked meltdown . (1:25) German Chancellor slams U.S. strategy on Iran . (2:30) Show Notes No cheap import autos for the U.S.? Bed, Bath & Beyond back from the grave 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/subscription...
Apr 28, 2026•5 min
Microsoft, OpenAI no longer cloud exclusive . (0:15) Domino’s revenue and same-store sales miss . (1:55) United CEO explains why he floated American merger . (2:29) Show Notes How are the top IPOs of ’25 faring? OpenAI phone coming? 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 ....
Apr 27, 2026•4 min
Budget airlines look for $2.5B in return for warrants . (0:15) Tillis hints at Powell stay as Fed governor . (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10) Show Notes See what the S&P would look like with SpaceX, OpenAI and Anthropic China shuts down Meta deal 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...
Apr 27, 2026•4 min
Five of the Magnificent 7 report in a packed week . (0:17) Powell probe dropped , Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance . (3:26) Show Notes Trump safe after shooting at Correspondents Dinner 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 Alpha at seekingalpha.com/subscriptions ....
Apr 26, 2026•5 min
Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: INTC, COUR, and more TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3% Spirit Airlines bailout? Trump says 'I think we'd just buy it' M...
Apr 24, 2026•5 min
Marijuana moved to Schedule III, cannabis stocks surge . (0:15) IBM slips after holding guidance steady . (1:30) Meta faces backlash over employee keystroke tracking . (2:27) Show Notes Magic: The Gathering levitates Hasbro 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 Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Apr 23, 2026•4 min
ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: IBM, QS, NOW, and more Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict QuantumScape sees in...
Apr 23, 2026•6 min
Trump administration nears Spirit rescue deal with major ownership stake . (0:16) Boeing tops expectations . (0:45) Aluminum market already in a ‘Black Swan’ shock . (1:41) Show Notes Goldman says rally is getting harder to chase 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 ....
Apr 22, 2026•3 min
OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ADBE, GTLB, and more Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg Musk's SpaceX weighs $60B buyout of Cursor or $1...
Apr 22, 2026•6 min
March retail sales jump , even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11) Show Notes Condom prices jumping because of Iran war The unlikely rally leader (not tech) 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 ....
Apr 21, 2026•4 min
Apple (AAPL) CEO Cook steps down , effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: AMZN, LCID, and more SpaceX said to host three days of analyst meetings at Starbase, Colossus this week 'Big Short' investor Burry says sudden crash after record surge would be uncharted territory PG&E, Tesla...
Apr 21, 2026•6 min
Jersey Mike's looks to be a top 10 public restaurant company . (0:15) QXO agrees to buy TopBuild . (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11) Show Notes Why it looks too soon to short 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 ....
Apr 20, 2026•4 min
Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Psychedelic stocks and more Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade stra...
Apr 20, 2026•5 min
Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18) 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 ....
Apr 19, 2026•4 min
Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40) Show links: U.S. stocks rise to new highs as the Strait of Hormuz is declared open Blue Owl Capital: Don't Believe The (Negative) Hype 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 seeki...
Apr 17, 2026•11 min
Reed Hastings will leave as chairman of Netflix in June . (0:15) Federal regulators to look at MLB online distribution deals . (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33) Show Notes Western states look to desalination amid Colorado River crisis A ‘reverse perfect storm’ coming this 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...
Apr 17, 2026•4 min
IEA head warns on largest energy crisis ever . (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand . (1:50) Microcap stocks surge after adding AI to their names . (2:19) Show Notes Goldman’s top long duration 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 ....
Apr 16, 2026•4 min
Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08) Show Notes Microsoft climbs in historic multi-day rally Alibaba targets AI games and video 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 seeki...
Apr 16, 2026•4 min
President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26) Show Notes Credit spreads, banks signal ‘damage contained’ 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/...
Apr 15, 2026•4 min
Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GTLB, AVGO, and more GameStop to launch its digital trading card platform on April 15 Prediction market boom forecast spurs gains in Robinhood and...
Apr 15, 2026•5 min
