Episodes

11h ago

After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36) Show Notes Top tech picks for 2026 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 .

2d ago

Micron ( MU ) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026 Tesla stock scales a new record high for the first time in nearly a year Ford's ESS strategy could generate as much as $5B in additional revenue 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 .

2d ago

TikTok (BDNCE) agrees to new joint U.S. venture . (00:24) Instacart (CART) settles FTC claim over deceptive practices . (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28) Episode transcripts seekingalpha.com/wsb . Show links: Top Stocks 2026 Biggest stock movers Friday: NNE, CORZ, NKE and more Sony to take over Snoopy, Peanuts franchise for $457M NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement JPMorgan spotlights 11 tech stocks to watch out for in 2026 Take the news quiz 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 .

3d ago

Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats . (1:30) OpenAI valued at $750B . (3:21) Show Notes Top 10 market risks for 2026 Steve Cress’ Top Stocks for 2026 – sign up today 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 .

3d ago

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets , including CNN - report. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MU, LULU and more U.S. approves $11.1 billion arms sales to Taiwan House passes Republican healthcare bill without extending ACA subsidies Instacart stock falls on report of FTC probe over AI pricing tool 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 .

4d ago

Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy '. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Top Stocks 2026 Biggest stock movers Wednesday: MU, NFLX, PLCE and more US prepares new Russia sanctions if Putin rejects peace deal - report Years-long bear market coming for gold and silver, analyst Gilburt predicts Nvidia plans $1.5B server farm in Israel - Calcalist 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 .

5d ago

Latest unemployment rate up to 4.6%, highest since 2021 . (0:15) Analysts cool on ice cream pure play . (2:04) Howard Stern inks new Sirius deal . (2:49) Show Notes One million driverless Teslas by 2035? Steve Cress’ Top Stocks for 2026 – sign up today 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 .

5d ago

Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more Tesla directors won over $3 billion in stock awards - Reuters Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave Trump sues BBC over speech edit in documentary, seeks $10B in damages 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 .

6d ago

Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries . (2:18) Show Notes Goldman’s catch-up stocks for 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/subscriptions .

6d ago

Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall . (1:10) ‘ Zootopia 2 ’ still top of the box office. (2:03) Show Notes Hedge funds are piling into commodities 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 12

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25). Show Notes AI stocks sink on Broadcom, Oracle worries Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC 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 12

Margin worries lead to selling of another big AI trade name . (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07) Show Notes Oracle's plunge wipes out $25B from Larry Ellison's net worth 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 11

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise . (2:22) End of an era for Macau . (3:04) Show Notes Lilly’s next-gen weight-loss drug meets endpoints 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 11

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public . (1:55) Meta’s new AI team clashing with old guard. (3:04) Show Notes Paramount’s Ellison makes his case to shareholders 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 10

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). Show Notes: FOMC cuts interest rate for third straight meeting, but dissents grow Semiconductor stock action varies widely in active day for sector Nvidia And The H200 Landscape; Broadcom's Strategic Positioning 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 10

Standard Chartered strategist cuts his 2026 bitcoin forecast in half . (0:15) Nvidia to offer LoJack for its GPUs ? (1:35) What’s behind silver’s big surge ? (2:32) Show Notes Elon Musk wouldn’t do DOGE again JPMorgan bank head sees ‘fragile’ economy 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 9

Meta looks to replace Llama with Avocado next year . (0:15) Americans are very reluctant to quit . (2:12) Office Depot/Office Max public journey ends . (2:50) Show Notes Goldman’s 39 sweet spot consumer stocks Home Depot cautious on ‘26 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 9

President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut . (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11) Show Notes Deere drops as Trump calls for lower farm equipment prices 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 8

Paramount looks to snake Netflix’s Warner Bros. deal at $30/share . (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29) Show Notes Is Trump’s falling approval ratings a signal to buy midcap 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 .

Dec 8

IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog . (1:05) White House rolling out $12B in aid for farmers . (2:06) Show Notes What’s the best data central stock play? 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 7

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings : Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape . (2:42) 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 .

Dec 5

Netflix ( NFLX ) is buying Warner Brothers (0:20). Dollar General ( DG ), Salesforce ( CRM ) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00). Show Notes Core PCE inflation inches down to +2.8% Y/Y in September, as expected 9 out of 10 companies deliver EPS wins this week Life After Mag 7 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 5

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43) Show Notes HP Enterprise tumbles on weak server sales 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 4

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris ? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55) Show Notes Top 5 risks for 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/subscriptions .

Dec 4

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump . (0:15) Snowflake shares hit as guidance disappoints . (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37) Show Notes Paramount ups Warner breakup fee 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 3

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing . (2:27) Show Notes Stocks crushed by the K Air taxis coming to Miami Pure Storage plunges 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 3

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers . (1:25) YouTube bans users under 16 in Australia. (2:16) Show Notes Has silver come too far too fast? 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 2

OpenAI’s Garlic to take on Gemini as Altman calls ‘ code red .’ (0:15) Apple’s head of AI is out . (1:19) Comcast sues Trump administration for tariff refund. (2:37) Show Notes Once-in-a-generation opportunity in quality stocks Old Lady of Threadneedle Street weighs in on AI risks 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 2

Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ ridiculously overvalued .’ (0:41) Amazon aims for delivery in less than 30 minutes . (1:19) Show Notes Marvell looking to buy Celestial AI 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 1

New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00). Show Notes: U.S. stocks turn lower, crypto falls while yields rise at the start of December 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 1

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 .

Nov 30

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 28

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 to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Nov 26

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

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 unchanged, plan for 2027 baselines in focus - report 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

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

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 inflation then boosting it Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600 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

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

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 Alibaba pushes ChatGPT rival 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

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 21

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 drops 40% tariffs on Brazilian beef, coffee amid rising food prices Why the September jobs report will lead to more tariff cuts Wall Street rebounds after the prior day’s volatile downturn 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 21

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's Taiwan supercomputing center to be ready by H1 2026 Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan 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

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

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 aggressive new stimulus to rescue property sector amid financial system fears - report Meta's chief AI scientist Yann LeCun announces departure to start his own firm 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 19

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 Bros. Discovery board wants Paramount to offer around $30/share - Axios 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

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

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% China books nearly million tons of U.S. soybeans after brief pause - report 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

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

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 in Patriot seeker deliveries 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

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 14

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 selloff around amid valuation worries, big tech recovers Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript AI Spending Surge, Contrarian Take On Tech 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 14

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 December - report Google proposes changes to adtech business after EU fine, but no asset breakup Blue Origin launches NASA's Mars mission, sticks booster landing for the first time 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 13

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 Seeking Alpha Premium at seekingalpha.com/subscriptions .

Nov 13

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 in San Francisco, Los Angeles, Phoenix 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

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

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 OpenAI announcement Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival' 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 11

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.com/subscriptions .

Nov 11

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 largest value-creation event in history 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

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

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 Thanksgiving if shutdown persists Tesla's Cybertruck head quits after eight years 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 9

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 7

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-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report 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 7

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 ambitions Airbnb surges despite Q3 EPS miss, expects wider FY margins Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal 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 6

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/subscriptions

Nov 6

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 says $20B bank loan for Argentina ‘may not be necessary’ - Reuters SoftBank is said to have explored potential takeover of chipmaker Marvell Technology 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 5

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 5

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 meeting, soybeans still face 13% duty Novo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and Ozempic Uber outlines high teens gross bookings growth and accelerates AV strategy with NVIDIA partnership 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 4

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/subscriptions .

Nov 4

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 projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy accelerates China offers tech giants cheap power to boost domestic AI chips, FT reports 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 3

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 3

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 Seeking Alpha Premium at seekingalpha.com/subscriptions .

Nov 2

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 .

Oct 31

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 to rise notably in 2026 with AI investments Take the quiz: Investment News Quiz - Friday, Oct. 31 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 31

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 canceled after Moscow sends memo to Washington - FT Meta to raise $30B in record bond sale amid rising AI costs 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 30

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 sales for the first time in 7 quarters 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

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

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: GOOG, INTC, AVGO, WBD Thermo Fisher said to eye $10B takeover of clinical trial software firm Clario 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 28

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 September; Tesla continues losing market share, BYD gains ground Apple supplier Skyworks Solutions held talks to acquire rival Qorvo - report 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

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

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 trade optimism 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

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 24

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 analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Oct 24

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 reaches $250M settlement to resolve investor lawsuit over price hikes 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 23

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 IBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum accelerates Lam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quarters 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

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

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’ going to burst – analyst Tesla recalls select Model 3, Ys over battery connection failure Gold and silver suffer historic one-day drop but most analysts say long-term uptrend remains 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

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

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-commerce firm Shopware - report Cleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiative 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 20

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, PG, GE, MMM, CLF, AGNC, and more Trump may cut a deal with China as markets bet on Fed easing: Jefferies 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 17

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 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 17

Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 17 Biggest stock movers Friday: U.S. bank stocks, and more Chinese carmaker BYD to recall record number of cars over design, battery issues Spirit Airlines to furlough 365 pilots, demote 170 others next year - report U.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa fees 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 16

Wells Fargo says fears about jobs and tariffs may actually boost festive spending . (0:15) Snowflake and Palantir team up . (1:55) Jack in the Box selling Del Taco . (3:02) Show Notes The fastest drive-thrus around BTIG’s top retailer 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 .

Oct 16

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue . (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: HPE, UAL, NIO, and more Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says Apple's first moving product could take the spotlight off Tesla's robot dreams 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 15

Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises . (1:16) Fund managers see AI bubble as the biggest risk. (3:09) Show Notes Driverless cabs coming to London 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 15

Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘ semi-rational ’ to own gold. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: VERI, PZZA, and more Luxury names surge after 13% pop in LVMH stock price Intel to launch new AI chip next year - report Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips 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 14

J.P. Morgan , Goldman , Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips . (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14) Show Notes HSBC’s 10 stock picks going into 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 Seeking Alpha Premium at seekingalpha.com/subscriptions .

Oct 14

Papa John's (PZZA) soars after report of takeover offer . (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval . (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVTS, PII, and more Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms Off-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBS Robinhood to look for M&A opportunities in prediction markets - report 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 13

The companies team up for 10 gigawatts of custom AI accelerators . (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59) Show Notes 30 stocks showing signs of froth Beyond Meat craters 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 13

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed . (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more Silver soars to decades-high in historic short squeeze as gold hits record Economists expect stronger economic growth, slower job gains - NABE survey Trump hints export controls on Boeing parts in response to China - report 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 12

President says ‘ don’t worry ’ as China says it won’t back down . (0:17) Big banks to report in Q3 earnings curtain-raiser . (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24) Show Notes The Air Jordan Economy More stocks to short 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 10

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 10 Biggest stock movers Friday: APLD, PATH, and more Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China China said to tighten customs checks on Nvidia AI chips Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook 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 9

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50 . (2:06) Hollywood vs. AI . (2:50) Show Notes J.P. Morgan’s top tech stocks 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 .

Oct 9

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: AZZ, RELL, and more Microsoft plans healthcare AI push in Copilot with Harvard deal: report U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg 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 8

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts . (0:58) Dell rallies again. (1:58) Show Notes J.P. Morgan’s top consumer sector shorts 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 8

U.S. lawmakers urge broader China chip gear ban ; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: JOBY, OMI, and more ABB to divest robotics division to SoftBank for $5.38 billion BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers Intel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - report 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 7

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53) Show Notes Paul Tudor Jones has that 1999 feeling 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 7

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TMQ, STZ, and more Fire at aluminum plant seen disrupting business at Ford, other automakers - report Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project Archer Aviation up double-digits on potential ties to Tesla's special announcement 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 6

OpenAI will deploy six gigawatts of AMD GPUs . (0:15) Fifth Third and Comerica merge . (1:09) Granny Shots ETF riding high . (1:56) Show Notes Young Wall Streeters say this is the essential human skill in the AI era 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 6

Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: MU, QUBT, and more French Prime Minister Sebastien Lecornu resigns Four things for stock bulls to worry about other than the shutdown 40 alternative economic reports to utilize during the shutdown Boeing prepares for possible 737 MAX production hike this month - report 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 5

Government shutdown now seen lasting three weeks . (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup . (4:47) Bitcoin top $125,000 for first time. (2:57) Show Notes Which investing themes are ‘in’/‘out’ for H2 2020s 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 3

How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 3 Biggest stock movers Friday: AMAT, RUM, and more Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact Google VP says company plans to spin off life sciences unit Verily: report 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 2

Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34) Show Notes 12 top takeover targets in tech Caterpillar emerges as the new AI play 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 2

OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RKT, STLA, and more Apple tables Vision Pro sequel to pursue smart glasses: report Trump holding off on pharma tariffs to negotiate more deals - report SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC 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 1

With BLS down to one person , ADP payrolls jolt market with 32K drop . (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55) Show Notes Nike up on turnaround enthusiasm Reddit slumps as ChatGPT citations drop China’s Golden Week kicks off 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 1

U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, NKE, and more S&P 500 clocks strongest Q3 performance since 2020 UBS: U.S. lumber tariffs could add $8,900 to cost of building a home Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026 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 .

Sep 30

Spotify’s Ek moves to chairman role after two decades as CEO . (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides . (2:45) Show Notes Is the labor market stronger than it seems? Wendy’s unveils Tendys 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 .

Sep 30

Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: UUUU, FLY, and more Trump’s Tariffs: Key announcements from September OpenAI's H1 revenue climbs 16% to $4.3 billion - report Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report 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 .

Sep 29

Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever . (1:09) SEC fast-tracking end of quarterly earnings . (2:16) Show Notes BMO embraces S&P 7,000 by year end 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 .

Sep 29

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: GSK, MLTX, and more Goldman's 48 potential M&A candidates SA Asks: What's the most attractive cloud stock right now? Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands 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 .

Sep 28

September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39) Show Notes EA stock – it’s in play GameStop loses its last sell-sider 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 .

Sep 26

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna , Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30). Show Notes: Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush Wall Street rises after PCE index data comes in line 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 .

Sep 26

Trump slaps 100% tariffs on drugs , 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 26 Biggest stock movers Friday: INTC, GFS, and more Trump presses Japan, South Korea to pay billions 'upfront' in investments Italy's antitrust fines oil companies Eni, Esso, Q8 and others €937M for fuel market collusion Costco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerate 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 .

Sep 25

Three strong economic reports give the Fed doves pause . (0:15) CarMax gets clobbered . (1:55) High-flying Oracle gets a rare bear . (2:18) Show Notes Is the S&P the new risk-free rate ? 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 .

Sep 25

Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow . (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RIG, IMRX, and more Qualcomm unveils new Snapdragon chips for mobile, PCs at summit Lithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking' Delta said to replace engine units on A320 fleet to address toxic fume leaks 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 .

Sep 24

NFL Commissioner says the league is leaving money on the table . (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor . (2:57) Show Notes Goldman predicts AI productivity, GDP boost 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 .

Sep 24

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake . (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, MU, and more Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply OpenAI, Oracle reveal first Stargate data center in Texas: report Russian fuel crisis grows as Ukraine steps up drone attacks on refineries 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 .

Sep 23

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model . (1:17) Nissan shows off AI self-driving . (2:08) Show Notes Nvidia is keeping the U.S. out of a recession 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 .

Sep 23

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: SAVA, CLSK, and more U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report 10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI Trump administration re-evaluating $2.3B loan for Lithium Americas mine - Bloomberg 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 .

Sep 22

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, MTSR, and more Trump officials reportedly set to link Tylenol use during pregnancy to autism Samsung stock hits year’s high following report of Nvidia approval Saks is said to be in talks to sell stake in Bergdorf Goodman 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 .

Sep 19

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15). Show Notes The Paradigm Shift No Investor Can Ignore Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It 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 .

Sep 19

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 19 Biggest stock movers Friday: XXII, FDX, UPS, and more Nvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: report Judge rules Amazon violated consumer law in Prime billing case Deutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - report 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 .

Sep 18

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a ' good investment ' opportunity. (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: IONQ, CBRL, and more Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity Trump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FT OpenAI & SoftBank's Japan AI venture delayed - report 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 .

Sep 17

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘ risk management .’ (1:42) Show Notes 6 stocks for a Fed rate cut 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 .

Sep 17

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake , cites strong progress. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Listen: Historic Day At The Fed With Danielle DiMartino Booth Biggest stock movers Wednesday: NFE, WDAY, and more Top 10 S&P 500 performing stocks ahead of the Fed's rate decision RCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - update Chinese tech stocks extend rally as AI spending spree intensifies 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 .

Sep 16

A cup of Joe could see big price hikes with futures surging . (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53) Show Notes Could the Fed see an unprecedented tie 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 .

Sep 16

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform . (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WBTN, PLAY, and more Oracle pops on report of involvement in TikTok deal Google to invest £5B for AI development in UK Dave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocus 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 .

Sep 15

The president says ending quarterly reporting will save money . (0:15) Elon Musk buys $1B in Tesla stock . (1:27) Alphabet joins the $3 trillion club . (2:37) Show Notes OpenAI chairman agrees there’s AI bubble Bessent says TikTok deal framework agreed 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 .

Sep 15

The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Webinar today: 6 Stocks Poised to Benefit From a Rate Cut Biggest stock movers Monday: MGA, FMST, and more Trump likely to extend TikTok deadline for the fourth time - report Many Americans use AI chatbots for financial advice, some with regret Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors 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 .

Sep 14

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds . (2:50) OpenAI sees lower rev share with Microsoft. (3:46) Show Notes Seeking Alpha analysts’ top dividend stocks 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 .

Sep 12

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55). Show Notes Trump seeks to oust Lisa Cook before Fed's policy meeting next week U.S. stocks mixed as investors look for direction with Fed decision looming CPI in charts: Annual core inflation rate holds at 3.1% in August 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 .

Sep 12

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer . (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod - report. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Investment News Quiz - Friday, Sept. 12 Biggest stock movers Friday: ADBE, SMCI, and more United CEO sees Spirit Airlines going out of business - report Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter Nvidia's supplier SK hynix ready with next-gen memory chip for AI 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 .

Sep 11

Core CPI sticky , but arrives as expected. (0:15) Jobless claims hit four-year high . (1:25) The humanoid robot that can cook. (4:24) Show Notes What did an AI-simulated Fed meeting reveal? Apple downgraded on AI doubts 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 .

Sep 11

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: OPEN, RNA, and more Carrier warns of 40% residential HVAC drop, highlights data center growth Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market Opendoor names new CEO, co-founders rejoin board 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 .

Sep 10

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO . (0:15) Wholesale inflation comes in cool . (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28) Show Notes Chewy tumbles on profit drop Wells Fargo sees S&P 7,200 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 .

Sep 10

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share , valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ORCL, SNPS, and more Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong Trump administration moves to regulate pharmaceutical ads on TV and social media 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 .

Sep 9

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution . (1:12) Citi warns of a memory shortage . (2:03) Show Notes Goldman’s top investment opportunities for Q4 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 .

Sep 9

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WOLF, PL, and more BYD sees car brand wipeout in China as manufacturers go overseas - report Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox Intel shuffles execs as it looks to boost growth; former co-CEO to depart 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 .

Sep 8

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16) Show Notes The non-tech sectors talking AI 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 .

Sep 8

Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion ; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more Amazon to end long-running Prime invitee program ASML is said to become top investor in French AI startup Mistral Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost 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 .

Sep 7

The CPI hits on Thursday with eyes on prices amid recession concerns . (0:17) Kroger earnings could benefit from a switch to value . (2:23) OpenAI boosts spending outlook to $115B. (3:18) Show Notes Wedbush’s top AI trades through the end of the year 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 .

Sep 5

Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45) Take our Investment News Quiz! Show Notes Wall Street's major averages slide after briefly tagging record highs as payrolls data lands Broadcom surges after Q3 results, new customer announcement makes analysts bullish 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 .

Sep 5

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: LULU, AVGO, DOCU, and more Anthropic expands AI access restrictions to China-controlled firms over security concerns Trump to impose tariffs on semiconductor imports from companies not moving production to the US Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demand 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 .

Sep 4

Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF . (2:15) Job cuts this year already exceed 2024’s total. (3:07) Show Notes Salesforce slumps post-earnings RFK Jr. reportedly replacing more vaccine panel members 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 .

Sep 4

NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off . (01:51) Gold reaches another record high. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CRM, AI, FIG, and more Tesla robotaxi app now open to public riders Salesforce slides despite solid Q2 results as Q3 outlook appears mixed Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: report 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 .

Sep 3

Holiday spending seen posting biggest decline since pandemic . (0:15) Macy’s rallies , while Dollar Tree warns on tariffs . (1:35) Job openings slump . (3:11) Show Notes Chick-Fil-A goes global 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 .

Sep 3

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more U.S. holiday spending likely to see sharpest decline since pandemic - PwC NuScale surges on partnership with TVA for 6 GW of small modular reactors Blackstone buys $819 million worth trophy office in central Paris 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 .

Sep 2

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff . (2:59) Show Notes The most overbought global stock markets 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 .

Sep 2

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: FTNT, ULCC, and more Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - report 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 .

Aug 31

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade . (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23) Show Notes 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 .

Aug 29

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15). Show Notes Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook More Volatility Ahead In This AI 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 .

Aug 29

Caterpillar raised the expected annual and quarterly impact of tariffs on its results . (0:15) Marvell Technology slumps on disappointing outlook . (0:58) Venture capitalist to be interim head of CDC . (2:02) Show Notes Alibaba misses earnings expectations UnitedHealth under pressure over loans 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 .

Aug 28

Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40) Show Notes Lumber on the brink of bear market territory as tariff-driven rally fizzles out Teva gets FDA nod for generic version of Novo's weight loss drug Pending home sales dip 0.4% in July, weaker than expected 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 .

Aug 28

Nvidia tops expectations, but forecasts zero China sales . (0:15) White House says it has fired newly-appointed CDC director . (2:28) Tesla European sales continue to slide . (3:25) Show Notes Snowflake rallies as AI boosts revenue YouTube, Fox avert blackout for now 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 .

Aug 27

Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50). Show links: 'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10 Trump admin outlines rare earth plan to break China's dominance Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job 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 .

Aug 26

Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15). Show links: The firing of Lisa Cook might be a warning for Powell IBM and AMD join hands to build future computing Gilead granted EU nod for twice-yearly HIV PrEP therapy AT&T strikes $23B deal to buy spectrum licenses from EchoStar 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 .

Aug 25

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10). Episode transcripts: seekingalpha.com/wsb Show links: Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth Home sales falling through at highest rate in years Abercrombie & Fitch announces fashion partnership with NFL 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 .

Aug 24

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole , the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19) 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 .

Aug 22

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30). Episode transcripts: seekingalpha.com/wsb Show links: Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks Chip stocks gain after Fed Chair Powell's speech at Jackson Hole Cleveland Fed Pres. Hammack: Inflation is too high and trending higher 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 .

Aug 22

Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: ZM, NIO, and more Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid Nvidia to halt work on China-focused H20 AI chip - report Tesla's fastest Cybertruck variant now costs $15,000 higher in the U.S. 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 .

Aug 21

Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: COTY, NDSN, and more Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS Palantir shorts reap billions amid selloff - report 10 standout tech stocks to watch as the Nasdaq slides 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 .

Aug 20

Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination . (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: FUTU, ALC, and more U.S. expands 50% steel, aluminum tariffs to 407 products, including auto parts Individual investors likely to slow stock buys in September – Citadel’s Scott Rubner How does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo? 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 .

Aug 19

Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data . (2:43) Show Notes The Not-So-Nifty 50 revival 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 .

Aug 19

Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PANW, BLNK, and more Zelenskyy courts Trump with $90B defense package for U.S. protection Nvidia said to develop new AI chip for China that beats the H20 Arm Holdings said to poach Amazon AI chip exec 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 .

Aug 18

Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list . (0:15) Dayforce surges on takeover speculation . (1:17) Soho House goes private for $9 a share . (2:16) Show Notes Stocks retail investors love the most 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 .

Aug 18

Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking . (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: NVO, DAY, and more Stocks retail investors like the least Stocks retail investors love the most Tesla almost halves monthly leasing payments in UK as sales drop - report 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 .

Aug 17

Markets expect the Fed chief to signal a rate cut, but will he ? (0:17) Walmart earnings: bull case and bear case . (3:01) Another Meta AI revamp ? (5:06) 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 .

Aug 15

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMAT, UNH, and more Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays Cathie Wood bets big on Bullish IPO, buys over 2.5M shares Oracle to offer Google’s Gemini AI models to its customers 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 .

Aug 14

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch . (3:27) Concern over Meta AI bot behavior. (4:29) Show Notes Ethereum to $15,000 by year end? 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 .

Aug 14

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: COHR, RRGB, and more Foxconn sees AI server demand growing after Q2 profit soars Two Pentagon projects set to be axed, risking costly do-over - report Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver 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 .

Aug 13

CAVA slides after comparable sales disappoint . (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs —potential rival to Musk's Neuralink - report. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWV, INTA, and more Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’ Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ 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 .

Aug 12

The consumer price index held few surprises , boosting stocks. (0:15) Sea Limited rallies on solid revenue . (2:21) Have a good talk with Barbie AI ? (3:31) Show Notes Citi boosts its S&P target 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 .

Aug 12

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Pot stocks, BBAI, and more China urges firms not to use Nvidia's H20 chips, Bloomberg reports Trump signals openness to Nvidia selling scaled-back Blackwell to China Archer Aviation Q2 loss widens 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 .

Aug 11

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01) Show Notes The best sectors for tactical investors 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 .

Aug 11

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Crypto stocks, AI, and more Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ Palantir’s record run tests investor faith as valuation soars to S&P 500 peak 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 .

Aug 10

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings . (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34) 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 .

Aug 8

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC . (0:15) OpenAI unveils GPT 5 . (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32) Show Notes The Trade Desk shares get hammered Intel CEO reaffirms commitment to the company 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 .

Aug 7

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired . (5:05) Show Notes Warner Bros. Discovery mixed results 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 .

Aug 7

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch . (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ABNB, DKNG, and more The Week After: How has MSFT performed since FQ4 earnings? AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint 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 .

Aug 6

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble . (2:21) Telsa, Musk sued over robotaxi. (2:46) Show Notes The competition for ‘dip alpha’ is heating up 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 .

Aug 6

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, ANET, SMCI, and more Super Micro sinks as Q4 results, Q1 outlook falls short Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification AMD dips after earnings; revenue beats expectations, but data center growth slows 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 .

Aug 5

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years . (1:14) The story of the rupee is somewhat too sensational. (3:17) Show Notes Don’t jump out of the saddle when stocks slide 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 .

Aug 5

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, HIMS, and more Taiwan Semi starts legal actions against potential trade secret violators - report Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita Vertex Pharmaceuticals stock falls as pain drug fails in phase 2 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 .

Aug 4

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027 . (0:15) Watch out, Duke & Duke. Orange juice futures tumble . (2:42) Charts point to seasonal weakness for the S&P. (3:31) Show Notes Tyson Foods rallies after higher beef prices power a beat-and-raise quarter 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 .

Aug 4

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BLDE, COMM, and more Amphenol set to acquire CommScope unit in $10.5B deal - report Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS SA Graphics: Here are the biggest S&P 500 winners and losers in July 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 .

Aug 3

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49) 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 .

Aug 1

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10). Show Notes: Wall Street slumps to a negative close as trade jitters counter earnings euphoria UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates 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 .

Aug 1

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, FIG, and more Amazon posts a powerhouse quarter again; shares fall as guidance is weighed Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show' Trump issues 60-day ultimatum for big pharma to lower drug prices 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 .

Jul 31

Microsoft joins Nvidia with $4T market cap after ‘ slam dunk ’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher . (1:06) Fed’s favorite inflation gauges comes in hot . (1:46) Show Notes Tesla robotaxi chauffeurs? 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 .

Jul 31

Apple (AAPL) expected to report ' good headline numbers ' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview . (00:24) Bessent: Trump baby accounts ' a backdoor ' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: META, MSFT, and more Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates 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 .

Jul 30

The FOMC keeps rates steady , but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50% . (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46) Show Notes Q2 GDP tops forecasts, but underlying growth a worry 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 .

Jul 30

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, SOFI, LC, and more SoFi Technologies stock stumbles after pricing $1.5B share offering Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance Meta faces Italian regulator's probe over AI service in WhatsApp 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 .

Jul 29

UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales . (1:31) Union Pacific and Northern Southern seal merger . (5:07) Show Notes UPS fails to provide outlook amid macro uncertainty 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 .

Jul 29

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav ; Wiedenfels to head networks unit 'Discovery Global'. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TLRY, PHG, and more U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips Medicare Part D premiums will sharply rise in 2026 - report Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report 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 .

Jul 28

Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20). Show Notes: AI may hold the key to the U.S. debt problem Apollo economist says Luckin Coffee's early test of U.S. expansion goes smoothly LNG producers surge after Europe pledges $750B purchases in U.S. trade 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 seekingalpha.com/subscriptions .

Jul 28

Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal . (1:01) Baidu unveils next-generation digital human technology. (1:52) Show Notes Trump says a trade deal with China is close Huawei unveils potential Nvidia rival Investors shift to value amid meme froth 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 .

Jul 27

The Fed is expected to keep rates steady , but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44) 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 .

Jul 25

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45). Show Notes: Waiting On Tech Earnings, Don't Overplay Market Seasonality Alphabet Q2 2025 earnings call transcript Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives Chipotle Q2 2025 earnings call transcript 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 .

Jul 25

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger . (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: INTC, PARA, and more Google said to have bagged $1.2B cloud contract from ServiceNow What analysts are saying about Tesla Dow shares tumble as company swings to loss, slashes dividend amid global weakness 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 .

Jul 24

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning . (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07) Show Notes Would replacing Powell at Fed really save on debt? 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 .

Jul 24

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve , escalating pressure on Chair Powell. (02:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, IBM, and more Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio 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 .

Jul 23

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates . (1:37) Fiserv slumps . (2:04) Show Notes Who is paying the tariffs so far? 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 .

Jul 23

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack , citing lax security. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: TXN, ENPH, and more Trump's 'AI Action Plan' for potential global dominance due today SpaceX alerts investors to possible Musk return to U.S. politics Palo Alto deal for SentinelOne would be a major strategic shift - analyst 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 .

Jul 22

Philip Morris reports surprise cigarette strength . (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze . (3:20) Show Notes Why high-beta stocks are threatening the broader market Two AI models claim victory in math Olympics 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 .

Jul 22

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: MEDP, NXPI, and more FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer Server hack on Microsoft affects 100 organizations - report U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns 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 .

Jul 21

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance . (1:14) Sarepta struggles as it defies FDA . (2:00) Show Notes Figma looks to raise $330 million in IPO 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 .

Jul 21

Microsoft (MSFT) server software hit by widespread cyberattack . (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: XYZ, and more Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report SA Asks: What's the most attractive robotaxi stock right now? 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 .

Jul 20

Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37) 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 .

Jul 18

Crypto legislation back on track , Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15). Show links: New crypto laws will make US ‘Crypto capital of the world’ Joby Aviation set to double production at California facility Johnson & Johnson Q2 2025 Earnings Call Transcript 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 .

Jul 18

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NFLX, NSC, and more Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries Sarepta plunges after third patient death tied to gene therapy - report AI search startup Perplexity valued at $18B after new funding - report 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 .

Jul 17

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00). Show links: Wall Steet moves higher after the latest retail sales report and further earnings data Biggest stock movers Thursday: TSM, UAL Netflix Is Still King 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 .

Jul 17

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, UAL, and more Is Mexican Coke coming to America? AI bubble bigger than dot-com? Apollo economist sounds the alarm Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook 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 .

Jul 16

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies . (1:16) June PPI comes in soft on services disinflation. (3:23) Show Notes ‘Red flare’ on housing 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 .

Jul 16

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, GPN, and more Nvidia CEO calls Chinese AI models ‘world class’ Trump eyes drug, chip tariffs by month-end Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says 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 .

Jul 15

Tariff inflation popped up as the yearly CPI rate moved higher . (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52) Show Notes Stocks most and least likely to beat on 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 .

Jul 15

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVDA, TTD, and more TikTok trying to propose Canada security solution amid looming order to shut operations Moody's chief economist fires 'red flare' on housing market Stocks most and least likely to beat their earnings expectations – BofA 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 .

Jul 14

Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp . (2:33) Show Notes Goldman’s out-of-consensus 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 .

Jul 14

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, and more Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales Bitcoin soars past $120K for the first time 'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush 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 .

Jul 13

Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59) Show Notes Earnings Calendar Dividend Roundup UBS top and bottom 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 .

Jul 11

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40). Show Notes: Nvidia hits $4 trillion market cap Netflix Is Still King Most Fed officials see rate cut as appropriate this year: FOMC minutes 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 .

Jul 11

Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto stocks, and more Tesla applies to test robotaxis in Phoenix, Arizona - report Trump to make 'major statement' on Russia on Monday, eyes sanctions - report Brazil tariff shock rattles Dutch Bros as coffee futures climb 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 .

Jul 10

Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s . (2:18) Show Notes Disney+ adds more UK shows 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 .

Jul 10

McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: KLG, DAL, and more Autodesk considers acquisition of software firm PTC: report Intel prices Mobileye share sale Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report 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 .

Jul 9

Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10). Show Notes Copper retreats from record high, crude oil gains after EIA forecast U.S. stock futures inch higher as tariff updates remain in focus 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 .

Jul 8

New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips . (1:44) Three things Tesla’s board should do. (2:37) Show Notes Goldman, BofA up S&P targets 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 .

Jul 8

Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WOLF, CIEN, and more Trump says U.S. will send more weapons to Ukraine after last week's pause Epic Games settles antitrust app store case against Samsung China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains 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 .

Jul 7

The Chinese EV company has an SUV with its own Turing chip . (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52) Show Notes CoreWeave to buy Core Scientific 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 .

Jul 7

Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1 . (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut , global total tops $318M. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, WNS, and more Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations Carney says possible oil pipeline project is 'highly likely’ in Canada Oracle is said to offer big discounts to U.S. government on software 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 .

Jul 6

Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear . (1:54) Elon Musk announces American First party. (2:14) Show Notes Tech picks for Q3 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 .

Jul 3

Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30) Show Notes Ford CEO says AI will take 50% of white collar 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 .

Jul 3

Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake . (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TRIP, DDOG, and more Ford CEO: AI will replace half of all white-collar workers in U.S. Datadog surges after placement on S&P 500 Google proposes fresh changes to search results to comply with EU's antitrust rules: report 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 .

Jul 2

The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill . (2:35) Show Notes Quantum stock Rigetti gets a bull call 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 .

Jul 2

Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint ; shares rise in after-hours trading. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: VRNT, CNC, and more All 22 banks pass Fed's 2025 stress test on capital levels Baidu revamps search engine with AI features, voice functionality - report Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June Intel's new CEO said to weigh ending 18A marketing to new customers 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 .

Jul 1

President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of the Amazon machines . (3:22) Show Notes Top tech stocks for the rest of ‘25 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 .

Jul 1

Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed . (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TSLA, AVAV, and more Musk threatens to oust Trump tax bill backers, floats new political party Hershey to remove artificial food dyes from products by 2027 - report Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June 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 .

Jun 30

The companies are reportedly battling over sales of the Switch 2 on Amazon U.S. (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box office . (2:49) Show Notes Oracle rallies on CEO comments, upgrade 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 .

Jun 30

UK-US trade deal : immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout . (02:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: U.S. banks, JNPR, and more Renewables industry reels as Senate megabill unveils new excise tax Indonesia plans to cut import red tape, pitches critical minerals investment to U.S. Tesla launches V4 superchargers in China 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 .

Jun 29

Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear . (1:06) Senate GOP clears bill hurdle . (2:12) Show Notes 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 .

Jun 28

Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode . Show links: Danielle DiMartino Booth On America's Game Of Thrones S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again Should We Trust Economic Data? With Danielle DiMartino Booth 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 .

Jun 27

Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15). Show links: S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again 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 .

Jun 27

Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NKE, TM, and more SA Asks: What are the best crypto stocks right now? Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade Enphase Energy surges to top of S&P 500 on solar tax credit optimism 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 .

Jun 26

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid. (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV . (4:11) Show Notes Palantir signs deal with The Nuclear Company JetBlue’s second-largest investor threatens to sell 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 .

Jun 26

Jane Street co-founder said to have been ‘ duped ’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: FUL, KTOS, and more Meta recruits three OpenAI researchers for superintelligence push - WSJ Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices AT&T executives advocate shifting from copper landlines to fiber 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 .

Jun 25

Roundhill files for Humanoid Robot ETF . (0:15) More housing market cracks as new home sales sink . (1:28) Walmart testing out Dark Stores . (3:51) Show Notes Nvidia gest new Street-high price target 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 .

Jun 25

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU , registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed Top 10 S&P 500 performers year-to-date as the index nears record high 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 .

Jun 24

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles . (1:39) Trump lashes out at Israel and Iran. (2:04) Show Notes Oil prices sink on Iran export expectations Doughnut divorce Speeding Tesla robotaxis 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 .

Jun 24

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TDOC, CHWY, and more China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says Tesla robotaxis violate traffic laws, spark federal scrutiny UK's competition regulator proposes new status for Google in search to increase control 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 .

Jun 23

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, NTRS, and more DeepSeek aids China’s military, evades export controls - report Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO Retail investors cool on big tech after spring rebound, WSJ reports 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 .

Jun 20

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks ; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: CRCL, GMS, and more Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report 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 .

Jun 19

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12) 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 .

Jun 18

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05). Show Notes: Housing starts plunge more than expected in May, building permits also drop Netflix quietly slides into live TV business via partnership with France's TF1 Alibaba-backed MiniMax mulls Hong Kong IPO - report Marvell rises as analysts praise custom AI event announcements 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 .

Jun 18

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation . (1:14) Traders watching this pizza indicator . (2:19) Show Notes Hexagon launches new humanoid robot What is MiniMax? X sues New York 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 .

Jun 17

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love . (3:49) Show Notes The 5 mega forces driving equity conditions 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 .

Jun 17

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Solar stocks, and more G7 Summit: Leaders said to draft strategy to secure critical mineral supply Eli Lilly nears $1.3B deal for Verve Therapeutics - report U.S. and UK reach tariffs deal at G7, steel imports unresolved 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 .

Jun 16

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads . (0:51) Cocoa prices cooling . (2:09) Show Notes The Fed ‘hates’ Trump’s policies 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 .

Jun 16

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: SRPT, CSCO, and more What are stablecoins? U.S. pushes Vietnam to reduce reliance on Chinese tech - report Japan, Europe and China tipped to outperform U.S. stocks over next decade 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 .

Jun 15

Trump promises peace between Israel and Iran ‘ soon .’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06) Show Notes 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 .

Jun 14

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Show links: Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession ? War Scenarios: A Guide For Investors Episode transcripts: seekingalpha.com/wsb Get 20% off James' Successful Portfolio Strategy 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 .

Jun 13

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025. Show links: Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint Is the IPO market back? Market Pricing In Status Quo 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 .

Jun 13

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike Oracle stock surge bumps Larry Ellison to world's second richest person Air India crash is likely to draw scrutiny to airplane configuration at take-off 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 .

Jun 12

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks . (2:04) GameStop sinking again. (3:02) Show Notes A.I. Joe – The Unreal American Hero BlackRock looks to dominate crypto 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 .

Jun 12

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27 , above expected band, raising $864M. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ORCL, OKLO, and more Huawei ‘has China covered’ if US stays out, says Nvidia CEO What's hot and what's cold in the beverage sector China to place six-month limit on rare earth export licenses for U.S. firms - report 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 .

Jun 11

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53) Show Notes More nuclear-AI love Tesla sets tentative robotaxi debut date 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 .

Jun 11

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, PLAY, and more JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon' U.S. and China agree on framework over trade disputes; leaders nod pending Elon Musk regrets some of his posts about Donald Trump, says 'went too far' 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 .

Jun 10

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola . (1:13) Novo Nordisk up on activist stake report. (2:30) Show Notes Citi boosts its S&P target and earnings forecast 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 .

Jun 10

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner , not as an adversary, says AmCham. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: LMNR, NVO, and more Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids Meta's Zuckerberg hiring to form 'superintelligence' AI team - report Walt Disney closes deal to fully acquire Hulu 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 .

Jun 9

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades . (1:13) Hedge fund managers goes from meme stocks to flying taxis . (1:54) Show Notes Shakeup coming in one of the biggest gold ETFs 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 .

Jun 9

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Air mobility stocks, and more China's trade surplus widens amid weaker exports and deeper import slump IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal U.S. solar manufacturing surges, but installations set to decline over next five years 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 .

Jun 8

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud . (1:57) Was the April low a good sign for the market? (5:47) 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 .

Jun 6

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00). Episode transcripts: seekingalpha.com/wsb Show links: Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates 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 .

Jun 6

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand . (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TSLA, DOCU, and more Amazon set to test AI-powered humanoid robots for deliveries - report Rent the Runway's refreshed inventory lures in new shoppers DocuSign crashes as company lowers full-year billings guidance 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 .

Jun 5

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up . (3:48) Show Notes ETF inflows surge 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 .

Jun 5

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MDB, TOPS, and more Trump signs travel ban for citizens from 12 countries, citing security concerns Canada to hold off response on higher U.S. metals tariffs Global energy investment to touch record $3.3 trillion in 2025, IEA says 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 .

Jun 4

The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth . (0:57) UnitedHealth cancels former CEO stock awards. (3:50) Show Notes Highest-conviction picks from Jefferies 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 .

Jun 4

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWD, HPE, and more Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter Wells Fargo's asset cap is lifted by Federal Reserve after seven years Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions' 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 .

Jun 3

Mattel Studios will combine the toymaker’s movie and TV units . (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion . (3:04) Show Notes Meta buying nuclear power Is the tech rally vulnerable? 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 .

Jun 3

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off ' several hundred ' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: CRDO, BMBL, and more U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report Toyota Industries receives take-private offer from Group companies Huawei sets June 11 launch date for Pura 80 series smartphones 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 .

Jun 2

Meta intends to help brands create ad concepts with AI tools it’s developing . (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax . (2:43) Show Notes New AI stock darling Nebius looks to raise cash Morgan Stanley still bullish on U.S. exceptionalism 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 .

Jun 2

Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Samsung said to be close to wide-ranging deal with Perplexity for AI features Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs China 'firmly rejects' Trump's accusation on Geneva trade deal breach 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 .

Jun 1

May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point . (5:24) 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 .

May 30

Nvidia gets another shrug from Wall Street post- earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25). Show Notes: Wall Street ekes out gain, bonds rally after weak GDP data Costco outpaces Walmart and Target again in the U.S. Salesforce Q1 Earnings Call Transcript 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 .

May 30

Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MRVL, PATH, GAP, and more Costco outpaces Walmart and Target again in the U.S. SEC ends legal battle with top crypto exchange Binance Nvidia, Dell to provide new supercomputer to US Department of Energy Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in 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 .

May 29

Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39) Show Notes Now might be the time for this ultimate contrarian 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/subscriptions .

May 29

Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: NVDA, AI, and more U.S. pauses exports of airplane engine tech to China - report Google starts direct online sales in India of Pixel smartphones Tesla eyes June 12 as the launch date for its robotaxi service in Austin 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 .

May 28

Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: OKTA, BOX, and more SpaceX's Starship loses control mid-flight, 30 minutes after launch Texas governor signs law mandating age verification on Apple and Google app stores Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum 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 .

May 27

Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: INFA, PRTA, and more Trump says US Steel will remain under American control with Nippon deal SA Asks: What are the best robotaxi stocks right now? Trump’s $175B missile shield is said to face steep tech, budgetary challenges 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 .

May 25

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48) Show Notes Earnings Calendar The ticking fiscal time bomb 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 .

May 23

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30). Show Notes: Target Q1 Earnings Call Transcript Tech Stocks - Focus On What Management Isn't Talking About 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 .

May 23

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: WDAY, INTU, and more Japan could trigger a ‘global financial market Armageddon’ – SG Supreme Court preserves Fed independence, lets Trump shake up other agencies Nuclear names surge as Trump set to sign orders to boost industry 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 .

May 22

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop . (1:03) Solar stocks get hammered . (3:19) Show Notes The most crowded hedge fund longs 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 .

May 22

Trump: Time would seem right to take Fannie Mae, Freddie Mac public . (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNOW, URBN, and more Microsoft files legal action against malware Lumma Stealer Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation 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 .

May 21

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20) Show Notes Man United bears rooting for Spurs 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 .

May 21

Trump unveils vision for $175B ‘ Golden Dome ’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy : report. (03:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: PANW, TOL, and more Elon Musk on robots, litigious shareholders, and AI SA Asks: Can retailers afford to eat tariff costs? Kraft Heinz considering strategic options to unlock value 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 .

May 20

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39) Show Notes Mickey Mouse joins F1 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 .

May 20

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ASAN, ASPI, and more Fed likely to stay in wait-and-see mode till at least September Alphabet's Waymo cleared to expand robotaxi service in Bay Area Intel mulls sale of networking and edge unit - report 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 .

May 19

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30) Show Notes Costco’s sales of Kirkland brand rival Lowe’s and P&G 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 .

May 19

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate . (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, and more Trump warns Walmart not to blame tariffs for higher prices Ant Group's overseas unit brings in $3 billion ahead of spinoff - report Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report 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 .

May 18

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings . (2:29) Show Notes We’re seeing the fastest Fed-driven housing slowdown ever 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 .

May 16

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05). Show Notes: Can UnitedHealth turn it around? Walmart Q1 2026 earnings call transcript Shopify targets sustained growth Saudi Arabia AI deals were 'bullish eye opener' for tech investors 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 .

May 16

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA , COF stakes, among other Q1 moves. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SPCE, AMAT, and more Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate Trump, UAE president unveil new 5GW AI campus in Abu Dhabi CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation 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 .

May 15

WMT execs say suppliers and retailers can’t absorb all the higher costs . (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday , McDonald’s! (4:03) Show Notes The signposts for market stability 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 .

May 15

UnitedHealth (UNH) probed by DoJ for potential Medicare fraud ; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, BNGO, and more Trump asks Apple to stop moving iPhone manufacturing to India - report The Monopoly ETF, a new SEC filing that targets market titans China lifts curbs on export of rare earth minerals to the U.S. Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premium 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 .

May 14

Chip and AI stocks are getting their mojo back with Mideast deals . (0:15) AMD announces $6B buyback . (2:59) Starbucks baristas strike over dress code . (3:29) Show Notes ‘Gandalf’ calls crypto ‘rat poison’ 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 .

May 14

Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, SONY, and more Tesla may get new pay package for CEO Elon Musk - report EU said to weigh higher tariffs on Ukrainian imports to protect its farmers Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells 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 .

May 13

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down . (2:08) AMC announces 50% off Wednesday movies. (3:36) Show Notes Goldman Sachs boosts S&P target in wake of tariff détente 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 .

May 13

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: COIN, HTZ, and more Inflation expected to firm up in April's CPI print U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip U.S. reduces China 'de minimis' tariff rate to 54% from 120% India moves to retaliate against Trump’s tariffs amid trade talks McDonald's bets on growth with plans for 375K new hires - update 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 .

May 12

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion . (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent Seven, and more Top EV battery maker CATL seeks to raise $4B in Hong Kong listing Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more 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 .

May 11

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts . Show links: Masters In Business Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates Trump says China wants to make a trade deal, open to lowering tariffs if talks go well 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 .

May 10

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends. Episode transcripts seekingalpha.com/wsb . Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript Boot Barn is tipped by BTIG to be a retail sector outperformer 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 .

May 9

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: seekingalpha.com/wsb Show links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements US-UK trade deal to increase access to billions of dollars of US products, Trump says Trump suggests cutting China tariffs to 80% 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 .

May 9

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler . (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: PINS, AFRM, and more Nvidia to downgrade H20 chips for China after U.S. export restrictions - report VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upside Trump administration seeks tariff reductions and rare earths concessions in China talks - report 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 .

May 8

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode . Episode transcripts: seekingalpha.com/wsb Show links: U.S. GDP contracts in Q1 as imports swell, price index jumps President Trump says Q1 GDP actually rose when excluding imports 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 .

May 8

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more Trump set to unveil trade deal with UK on Thursday - report Alphabet shares tumble as Apple exec expresses search concerns Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect 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 .

May 7

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out . (1:09) White House ready to kill the AI diffusion rule . (2:55) Show Notes Disney announces Abu Dhabi theme park 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 .

May 7

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, UPST, and more Trump teases 'very, very big' announcement, says 'not necessarily' on trade Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions Amazon's Zoox issues software recall, plans to scale up robotaxi production 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 .

May 6

The companies announce a robotaxi partnership . (0:15) U.S. goods and services deficit widens . (1:36) OpenAI to buy coding tool Windsurf . (4:17) Show Notes Palantir gets big backing from Wall Street analysts BofA gets bullish on energy 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 .

May 6

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, F, and more DoorDash to buy UK food delivery firm Deliveroo for $3.9B Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report 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 .

May 5

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO . (3:06) Skechers agrees to buyout offer . (3:19) Show Notes Equity ETFs are still hot despite market waves 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 .

May 5

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50). Show Notes: Taiwan dollar surges amid global trade drama Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures Stock index futures in red as investors brace for Fed's upcoming rate decision 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 .

May 4

The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market ? (3:56) 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 .

May 2

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55). Episode transcripts: seekingalpha.com/wsb Show links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts Microsoft Earnings Call Transcript What analysts are saying about Amazon Starbucks tumbles as analysts push back the turnaround timeline UPS Q1 2025 Earnings Call Transcript 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 .

May 2

Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, AAPl, RDDT, and more Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend Key takeaways from Reddit's Q1 report, amid double-digit stock gain Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report Trump signs order to end funding for NPR, PBS 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 .

May 1

Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN . (2:56) Show Notes Kohl’s CEO fired for cause 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 .

May 1

Biggest stock movers Thursday: MSFT , META , and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Trump administration said to be investing $500M on developing universal vaccines Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard Ford said to abandon effort to develop Tesla-like electronic brain 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 30

Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool . (1:38) Taco Bell is the star of Yum! Earnings. (2:49) Show Notes Wells Fargo likes these utilities stocks House GOP looks for EV road tax 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 30

Sony (SONY) shares surge on potential semiconductor spin-off . (00:25) Waymo (GOOG) (GOOGL), Toyota (TM) to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping . (01:50) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, SMCI, and more General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk Fed's preferred inflation gauge expected to cool further in March Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk 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

Press secretary calls notion of Amazon listing tariff costs ‘ hostile and political .’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56) Show Notes Morgan Stanley’s quality stocks to double down on Hims & Hers soars on Wegovy 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 seekingalpha.com/subscriptions .

Apr 29

Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview : Eyes on international sales amid tariff uncertainties. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NXPI, BP, and more Canada election: Carney's Liberals win as Trump threats fuel party's comeback Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model 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

The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes ? (0:56) Goldman is optimistic on dividends . (4:00) Show Notes Chinese tea chain Chagee launches in U.S,

Apr 28

Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TM, AMPY, and more Big Tech faces high-stakes earnings week amid tariff jitters Trump ties tariffs to potential tax cuts for middle-income earners Shein is said to raise U.S. prices up to 377% with new tariffs looming 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

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58) 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 25

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30). Episode transcripts: seekingalpha.com/wsb Show links: Netflix Q1 Earnings Call Transcript Fed's Kashkari says resolution of trade frictions would lift economic uncertainty Trump Playing Chicken With The World? 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 25

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: GOOG, INTC, and more China mulls exempting select U.S. goods from 125% tariffs - report Alphabet CEO signals personal ownership optionality for Waymo robotaxis Apple to shift assembly of all US iPhones to India by 2026 - report 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 24

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20). Show Notes: Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold Tesla Q1 Earnings Call Transcript Stressful Markets, But Lots Of Opportunities In 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 24

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21) Show Notes Trump reportedly considering auto tariff relief PBOC governor espouses free trade Netflix leadership looking at $1T valuation 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

Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20). Show Notes: Bessent says full China trade deal may take two to three years - report Longer-end yields tumble as Trump eases Fed fears Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2% 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

President Trump says he has ‘ no intention ’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done . (2:34) Intel looking to cut 20% of workforce . (3:50) Show Notes Futures rally as Trump backs off on replacing Powell FDA spooks bald men 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

GE , Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating . (3:22) Show Notes What to make of Amazon after 30% drop 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

DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVO, MEDP, and more Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting U.S. pushes India for full ecommerce market access for trade deal - report Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron 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

The dollar index hits its lowest level since early 2022 . (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04) Show Notes Chipotle to open in Mexico 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

Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, NFLX, and more China warns against U.S. side deals, threatens retaliation if interests are compromised U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence Trump economic approval rating hits new low - CNBC 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

Earnings season ramps up . (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings . (4:12) Show Notes 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 .

Apr 17

Lilly’s diabetes pill meets Phase 3 trial goal . (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48) Show Notes The market is still too rosy on the economy Apple gets a vote of confidence 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 17

SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of ' smart driving ' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, AA, and more Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S. CBP says $500 million collected in reciprocal tariffs since April 5 Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth 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

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show Notes The bad idea of creating a recession to lower rates 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

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup , calls for CEO to step down - report. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, UAL, and more United beats FQ1 estimates but issues profit warning if economy stalls AST SpaceMobile seesaws amid takeover, contract speculation Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation 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 15

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome . (5:01) Show Notes What history shows us about tariffs and 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 .

Apr 15

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030 : report. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ERIC, BA, and more New tariffs? U.S. probes pharma, chip imports' impact on national security SA Asks: How will higher tariffs impact Disney? AMD to make CPU chips at TSMC's Arizona plant 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 14

The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36) Show Notes 50 most liquid stocks 50 least liquid 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 14

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Tech stocks, and more Which stocks are least liquid? Goldman Sachs lists 50 of them Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz China suspends rare earth exports as trade war with U.S. escalates - report 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 13

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30) Show Notes Earnings Calendar Most liquid stocks Least liquid 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 11

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NVS, JOBY, and more FDA to phase out animal testing requirement, adopt AI methods U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE 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 10

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink , ignoring a cool but pre-tariff CPI report . (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00) Show Notes Get DoorDash from a robot 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 10

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, X, and more Google reiterates $75B spending plan for data centers amid tariff woes Former Treasury secretary Summers says govt 'rightly scared after collapsing markets' EU said to weigh buying more U.S. gas, but green transition still in focus 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 9

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11) Show Notes China boosts tariffs on U.S. 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 9

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BTU, CALM, and more Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security Trump says TSMC would face 100% tax if it doesn't build in U.S. Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs 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 8

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls . (2:12) Show Notes Apple Stores see iPhone ‘panic selling.’ The Curious Case of Rising Treasury Yields Small-cap picks that can outperform 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 8

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to ' fight to the end ' against new U.S. tariffs, escalating the trade dispute. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Health insurers stocks, and more Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal BlackRock’s Fink sees ‘buying opportunity’ during market selloff 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 7

Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth . (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41) Show Notes Trump threatens 50% more tariffs on China MicroStrategy announces major digital loss 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 7

Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL) over Trump's 'tariff armageddon'. (01:42) Saudi Arabia slashes oil prices for Asia after surprise OPEC+ output hike. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent seven, crypto stocks, and more Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit Asia panic selling: Circuit breakers triggered in Japan, South Korea and Taiwan Israel's Netanyahu becomes first foreign leader to discuss tariffs in Washington 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 6

Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay . (4:46) Show Notes Earnings Calendar Bill Gross warns against buying the dip 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 4

Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25). Show Notes: Tesla: A Nuanced Bull/Bear Conversation Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears The full list of U.S. tariff rates and the countries targeted 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 4

Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15). Show Notes: Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data Trump says open to tariff negotiations if offered something 'phenomenal' 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 3

Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump . (2:40) Show Notes S&P at risk of another 20% drop 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 3

Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges , sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans , to invest $27 billion over next 3 years. (03:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, NKE, and more The full list of U.S. tariff rates and the countries targeted WW International in talks to restructure debt, handing control to bondholders Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ Newsmax stock loses steam and gives up gains from post-IPO excitement 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 2

Analyst Dan Ives says every metric is a ‘ disaster .’ (0:15) Charles Schwab gets an upgrade . (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42) Show Notes BofA picks 9 buys, 1 sell for Q2 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 2

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more CoreWeave rockets on third day of trading after tepid IPO response Big Pharma drops sharply ahead of Trump’s tariff announcement Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint 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 1

OpenAI leads top 10 private companies with $300 billion valuation . (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52) Show Notes The best stocks to navigate tariffs Citi says Apple looking attractive 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 1

Intel CEO vows to refocus on innovation, asks customers to be ' brutally honest '. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NMAX, PVH, LPRO and more OpenAI secures $40B funding, valuing ChatGPT maker at $300B Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts Li Auto’s Q1 deliveries rise 15% Y/Y Wall Street Breakfast March survey 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 31

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55) Show Notes Is Apple’s rumored Nvidia server buy a big 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 seekingalpha.com/subscriptions .

Mar 31

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet . (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: WRB, NCTY Oppenheimer names BDCs likely to hold up even with declining rates Trump says TikTok deal to close before April 5 deadline TSM reaffirms pledge to Taiwan with new facility amid US expansion - report Wall Street Breakfast March survey 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 30

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29) 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 28

Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold , Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20). Show links: The US will not enter a ‘demand-driven’ recession – says BCA GameStop slides 25% as Bitcoin buzz flips to investor skepticism Start the tariff engines: What does 'Made in America' mean? 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 28

Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: LULU, X, and more Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts HSBC terminated investment bankers on bonus day, didn't pay bonuses: report 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 27

Gold sets a new intraday record as Wall Street adjusts its forecasts . (0:15) Roku gets a vote of confidence . (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45) Show Notes ‘Market crash’ on horizon - survey 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 27

Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25). Show links: Energy executives worried about Trump's policies, Dallas Fed says President Trump signs executive order imposing 25% tariffs on foreign-made autos Bank of America hikes gold price forecast with $3,500 in sight 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 . Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.

Mar 26

US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, HUMA, and more Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high Canada halts Tesla rebate payments, moves to block future incentives Stock market selloffs may have ‘washed out’ some buyers: IBKR 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 25

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low . (1:15) Massachusetts probing Robinhood over prediction markets. (4:20) Show Notes Vanguard cuts U.S. growth forecast 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 25

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, KBH, and more Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report End of the road: Kenworth to discontinue iconic W900 truck after 6 decades BYD Company’s revenue tops $100 billion in FY24 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 24

BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade . (2:57) Show Notes Ford F-150 faces regulatory investigation 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 24

23andMe (ME) files for bankruptcy , CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta ’s (META) $800 million offer - report. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, SMCI, and more International names dominate list of cheap stocks with strong momentum AI boom echoes dot-com bubble, but with key differences: Bloomberg Luxury cars face biggest challenges from Trump's tariffs, WSJ reports 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 23

The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48) Show Notes Stocks that weather downturns the best 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 21

No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00). Episode transcripts: seekingalpha.com/wsb Show links: Gold extends rally after Fed holds the line on interest rates Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade Adobe Summit 2025 Investor Meeting Conference 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 21

Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes . (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Quantum stocks, FDX, and more Trump to announce new Air Force contract for next-gen fighter jet Nvidia teams up with French quantum computing start-up Pasqal FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation 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 20

The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise . (2:47) Accenture warns about DOGE contract impact . (3:45) Show Notes Nearly all the AI valuation premium is gone 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 20

NCAA March Madness : Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO : report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: YY, FIVE, and more Trump calls on Fed to cut rates as tariffs start to 'ease' into economy Musk’s X raises almost $1 billion in new equity funding - report Gold extends rally after Fed holds the line on interest rates 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

The Fed chief echoes COVID-era prediction as FOMC holds rates . (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30) Show Notes Unpacking Nvidia GTC Global ETFs shine 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

General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: STNE, GILD, and more Nvidia GTC 2025: Rubin, reasoning, robotics and more Tesla removed from 2025 Vancouver International Auto Show SA Asks: How will the $32B Wiz deal impact Google? Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.

Mar 18

Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation . Episode transcripts: seekingalpha.com/wsb Show links: Dollar sinks on economic worries ahead of the Fed meet-Currency Recap Wholesale egg prices drop, but retail rates could take time to catch up Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus 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

Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: GRAB, BIDU, and more SA Maps: Tracking benchmark interest rates around the world Which beaten down stocks have the best chance for a quick rebound? Grab said to be moving forward with GoTo takeover 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 17

Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation. Show Notes: Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision Brace For Turbulence: Navigating Rough Market Conditions Ahead 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 17

Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: NCLH and NIU SA Asks: What's next for quantum computing stocks? What will happen to payment stocks in a recession? Bernstein takes clues from 2008 Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire 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

Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs . (5:05) 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 14

Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35). Episode transcripts: seekingalpha.com/wsb Show links: Novo Nordisk slips after data for next-gen obesity drug Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain 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 14

British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings : Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: DOCU, PTON, and more Trump to invoke wartime law as soon as Friday to fast-track deportations - report Morgan Stanley’s top quality stocks to own for the long term S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023 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 13

Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35). Episode transcripts: seekingalpha.com/wsb Show links: S&P on track to end in correction territory, Nasdaq slumps more than 2% February sees surge in short interest for crypto stocks led by MSTR, COIN 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 13

Intel (INTC) announces Lip-Bu Tan as new CEO ; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: INTC, ADBE, and more SentinelOne tumbles as weak guidance overshadows Q4 results EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation' Budweiser APAC mulls job cuts to reduce costs by 15% - report 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 12

CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in s hutdown mode ? (2:11) Spotify pays out r ecord royalties . (4:06) Show Notes Nvidia's GTC can't come fast enough Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .

Mar 12

Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GRPN, MOMO, and more TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report Musk pledges to double Tesla’s U.S. production amid support for Trump Roche, Zealand Pharma enter $5.3B license deal for obesity treatment 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 11

Alphabet looks to meet AI demand with nuclear power . (0;15) Southwest surges after introducing bag fees . (2:34) Trump looking to peruse the Tesla lot . (3:31) Show Notes Is this the market bottom? 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 11

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: DAL, TSLA, and more SA analysts mixed on when stocks will rebound following sell-off Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms 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

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade . (4:55) Show Notes Has the government forgotten what a real recession is? 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

ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500 . (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, CKPT, and more Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M XPeng eyes mass production of flying cars, humanoid robots by 2026 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 9

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings . (2:12) DOJ still wants to break up Google. (3:41) Show Notes Piper Sandler's actionable picks amid selloff 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 7

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55). Show links: Anheuser-Busch Q4 Earnings Transcript U.S. trade deficit has spiked to record highs amid tariffs fears A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper 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 7

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook , reveals 'workforce reduction' program. (02:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers: AVGO, LUNR, and more SpaceX's Starship explodes after launch again, debris disrupts Florida flights Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla Trump establishes Strategic Bitcoin Reserve Cryptocurrency may likely remain under pressure over near term - JPM 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 6

Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45) Show Notes Layoffs soar as DOGE bites Marvell shares tumble 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 6

Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds . (03:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MRVL, ZS, and more Microsoft withdraws some agreements with CoreWeave - report Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs 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 5

OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind . (2:06) Banks rush to fill demand for bets on Russia . (3:44) Show Notes Tech stocks that can withstand the storm Disney planning ABC 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 Seeking Alpha Premium at seekingalpha.com/subscriptions .

Mar 5

Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWD, AVAV, and more SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech Trump defends tariffs after markets close significantly down Google urges DOJ to avoid breaking up company - report 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 4

The ' bro bubble ' in stocks and crypto has popped. (0:16) Target sees profit pressure . (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show Notes Stocks best insulated from tariffs Okta rallies post-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 .

Mar 4

"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgreens (WSB) gains on reports of Sycamore nearing $10B takeover . (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WBA, ILMN, and more Investors may be riding a ‘bucking bronco’ stock market into April Bitcoin's back to where it started after strategic reserve spike Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley 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 3

ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24) Show Notes Goldman's cheap healthcare picks Kroger CEO out for personal conduct Domino's joins the stuffed crust scene 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 3

Cryptocurrencies rally as Trump hypes up strategic reserve , Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a ' super bubble .’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line . (02:40) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week China's Honor plans to invest over $10B in AI devices Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.

Mar 2

Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings . (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01) Show Notes Earnings Calendar Time to stop using bonds as a hedge? 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 28

Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20). Episode transcripts: seekingalpha.com/wsb . Show links: UnitedHealth sends Medicare insurers lower after report on DoJ probe Elon Musk’s DOGE agents said to have gained access to Medicare systems AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance 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 28

Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51) Episode transcripts seekingalpha.com/wsb . Show links: Bitcoin falls below $80,000, at risk of erasing all post-election gains Red Robin's surprise rally shows investor confidence in turnaround plan Alphabet falls into oversold territory for the first time in 5 months 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 27

Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip . (4:40) Show Notes Median age of first-time homebuyers tops 50 Analysts applaud 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 .

Feb 27

Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNOW, CRM, and more Moderna slides on report of Trump team reevaluating bird flu vaccine funding China's Baidu plans to unveil AI model Ernie 4.5 in March - report Rithm Acquisition prices $200M IPO at $10 per share 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 26

Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history. Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .

Feb 26

McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump . (2:38) Amazon unveils Alexa+ with AI. (4:08) Show Notes Wells Fargo says good time to buy communications - see their picks Super Micro options bulls get windfall Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .

Feb 26

Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LCID, SMCI, and more Alibaba's video, image making AI tool open to public Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal Warner Bros shutters three game studios, axes Wonder Woman video game 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 25

Consumers are ' smelling the coffee ' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble . (2:50) Show Notes Hedge fund VIP stocks Lucasfilm head set to retire 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 25

Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more Gold racks up another record high on tariff concerns, spiking ETF holdings OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes Denny's add eggs surcharge at some locations due to national shortage 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 24

Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints . (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) Show Notes Find top growth stocks in the small-cap space Robotaxi pure play WeRide lands key Beijing approval 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 24

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: HE, EQX, and more Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report 'Captain America: Brave New World' crashes in second weekend 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 23

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile . (3:07) Show Notes Goldman Sachs' Rising Stars List 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 21

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15). Episode transcripts: seekingalpha.com/wsb Show links: Forget The Price Of A Stock. What Is It Worth? FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes Walmart Q4 2025 Earnings Call Transcript 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 21

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out ' premium lite ' in major markets - report. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MELI, CELH, XYZ, and more New No. 1: Amazon takes the quarterly revenue crown from Walmart Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report 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 20

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film . (4:11) Show Notes Wedbush's Ives defends Palantir Alibaba jumps after results 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 20

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut . (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: PLTR, CVNA, and more Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg Federal Reserve officials consider trade, immigration impacts: FOMC minutes Carbon capture would boost U.S. energy independence, Occidental CEO says 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 19

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e . (3:53) See the new king of the ETFs. (4:33) Show Notes Homebuilding stalls in cold January 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 19

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BMBL, GB, and more RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar Elon Musk, DOGE score victory against state AGs seeking to block access Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2 Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.

Feb 18

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17) Show Notes Nine in 10 fund managers say U.S. stocks overvalued, most since 2001 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 18

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: INTC, DAL, and more Short sellers reduce bets against information technology stocks in January Tesla's FSD approval in China could be used for bargaining amid trade tensions - report South Korea plans to secure 10,000 GPUs for AI computing center - report 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 17

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21) Show Notes Citi’s ‘Thematic 30’ Stocks OPEC+ delaying April production hike? Dividend Roundup 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 .

Feb 14

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00) Show Notes: Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush Trump announces reciprocal tariffs January CPI Report: Say Goodbye To Rate Cuts 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 14

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin , other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest . (03:46) Episode transcripts seekingalpha.com/wsb . Show links: U.S. electricity demand growth through 2027 will be like adding another California Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves Defense stocks slide after Trump’s comments on spending cuts 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 13

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15). Show Notes: Gold edges lower for second straight session, backing off all-time high Trump announces reciprocal tariffs Powell Leaves Fed's Rate Options Open 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 13

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, RDDT, and more Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report 'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy Nathan’s Famous, century-old hot dog brand, said to be considering sale 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 12

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01) Show Notes 5 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin slams Trump's trade rhetoric 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 12

Super Micro Computer (SMCI) offers up prelim Q2 results , $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip . (02:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more Schwab offers 24-hour trading to all retail clients - report Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America DoorDash targets 2025 growth with focus on grocery, ads, and international expansion 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 11

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry . (1:12) Corporate sentiment highest on record. (5:08) Show Notes EU aims for an AI continent Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .

Feb 11

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15). Show Notes Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more 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 10

The yellow meta l is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise . (2:07) Show Notes Super Micro Computer stock up almost 50% heading into earnings Nvidia named Tactical Outperform by Evercore David Tepper's Appaloosa beefs up China bets 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 10

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to cut 400 employees from moon-rocket program. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BP, X, and more Disney beginning to worry about costs of Disney vacations: report Here's why one economist sees no Fed rate cuts this year Fed rate hike could come as early as June: Apollo’s chief economist Find out more about Seeking Alpha's Virtual Analyst Reports here .

Feb 9

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection . (1:40) Elliott takes BP stake . (3:18) Show Notes Earnings Calendar Top 10 value 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 .

Feb 7

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood ( HOOD ) and Strategy ( MSTR ) (11:00). Proposed US Sovereign Wealth Fund (14:20). Episode transcripts: seekingalpha.com/wsb Show links: Shorting Palantir: Valuation Matters How to fund a U.S. sovereign wealth fund? 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 7

TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, PINS, and more Tesla increases Model X prices by $5,000 in the U.S. Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum 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 6

Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick . (1:16) Roblox tumbles after earnings. (2:51) Show Notes BofA's top 10 growth stocks Skyworks Solutions sinks on Apple plans 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 6

MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: QCOM, F, and more Intel partners with Japanese lab to build quantum computer: report Enphase to move battery manufacturing outside of China, CEO says Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth Find out more about Seeking Alpha's Virtual Analyst Reports here .

Feb 5

https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban Show Notes Fed’s hawkish lean and AI tech jolt shifting bull narrative 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 5

Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce , consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GOOG, AMD, and more Trump's Gaza proposal would see U.S. takeover of the Strip Shopping on Shein, Temu could get costlier as U.S. ends trade loophole Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions 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 4

Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges . (2:19) No more Super Bowl bets on Robinhood. (3:45) Show Notes Poll: Investors overwhelmingly disapprove of tariffs Most bullish and bearish ETFs 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 4

Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, SYNA, and more Delta Air Lines partners with DraftKings on in-flight gaming entertainment PayPal Q4 earnings expected to dip, revenue seen ascending Trump wants Ukraine's rare earth minerals in return for U.S. support 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 3

U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43) Show Notes What do you think of Trump's tariff policies? 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 3

Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30). Show Notes: Musk calls USAID 'beyond repair' as he moves to shut down aid agency Stock index futures tumble as global tariff battles begin 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 . Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit Moomoo.com for more details.

Feb 2

Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38) Show Notes Palantir Earnings Preview 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 31

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks ' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20). Show Notes: Meta Q4 2024 Earnings Call Labor costs accelerate slightly in Q4 vs. Q3 Fed's preferred inflation gauge rises, personal spending surges in December Tesla Q4 2024 Earnings Call 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 31

Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). Show Notes Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report 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

Q4 GDP rose 2.3% with business inventories rising . (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages . (2:54) Another TikTok bid surfaces. (4:46) Show Notes Fed policy 'isn't a reason to be bullish' anymore 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

American Airlines plane crash : Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, MSFT, and more Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report META agrees to $25 million settlement with Trump for 2021 lawsuit - report 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

The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had ' no contac t' with Trump. (1:35) Nvidia facing new China sale restrictions ? (2:27) Show Notes Stocks finish down, off lows Citron touts Alibaba's new Qwen AI models Microsoft probing if DeepSeek improperly used OpenAI data Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .

Jan 29

ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank ( OTCPK:SFTBY ) to invest in robotics AI startup Skild AI: report. (02:30) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, LC, and more What did we learn from the DeepSeek scare? Higher U.S. wholesale power prices forecast for 2025, EIA says Trump administration moves to shrink federal workforce with buyout offer 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

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric . (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVDA, GGG, and more Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup Top consumer services stocks as Morgan Stanley names them top pick More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street 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

AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity . (5:01) Show Notes What is DeepSeek? The Nvidia selloff in context Suddenly the Dow looks good again 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

Chinese AI lab DeepSeek rattles Silicon Valley . (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: NVDA, crypto stocks, and more Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI names Trump's tariff threat pays off as Colombia agrees to accept deportees Coinbase CEO says token evaluation gets difficult Perplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reports Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 26

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results . (3:10) Alphabet may be sitting on an Nvidia rival . (5:53) Show Notes Six of seven bubble conditions have been met 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 24

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50). Episode transcripts: seekingalpha.com/wsb Show links: Netflix Q4 2024 Earnings Call Transcript The Return Of The AI Trade AI Project Stargate A Go Pfizer: One Of The Next Big AI Winners 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 24

Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery . (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto stocks, TXN, and more Trump third term? Lawmaker proposes constitutional amendment CACI International's quarterly bookings weigh on federal IT providers Cathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025 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 23

GE Aerospace stock hits its highest level in more than 20 years . (0:16) What's up with Musk and Project Stargate ? (4:44) Charts indicate bitcoin $150,000 . (7:20) Show Notes AAII sentiment survey shows massive swing to bulls from bears American Airlines' outlook overshadows upbeat Q4 results EA sinks on FC 25, Dragon Age underperformance 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 23

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: EA, ASTS, and more Puma races to cut costs after FY profit miss sends stock lower CRISPR Therapeutics stock pops following disclosure of RFK Jr. investment Insurance stocks on watch as Hughes Fire quickly spreads north of LA Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 22

The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32) Show Notes 12 Small-cap momentum stocks to watch Procter & Gamble organic sales 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 22

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges . (00:24) Space stocks soar on upbeat sentiment , Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NFLX, UAL, and more Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings Ulta Beauty thriving in an attractive category - analyst Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage 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 21

Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08) Show Notes BofA’s best financial, consumer stock ideas for 2025 Argus says Gap's turnaround is taking shape Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 21

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals . (02:02) Costco union workers vote in favor of strike . (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: VATE Teck Resources forecasts higher copper production in 2025 One of the most iconic resorts on the Las Vegas Strip is getting renovated Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details .

Jan 20

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59) 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 17

Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35). Episode transcripts: seekingalpha.com/wsb Show links: Nasdaq ends with 2% rally, yields slump as core CPI inflation cools Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline Bank stocks drive up after initial crop of Q4 earnings prove strong 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 17

FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist : Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: JBHT, RIVN, and more FTC sues largest U.S. property manager over misleading rental costs Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more TikTok ban: Biden said to leave fate of app to Trump 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 16

Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode . 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 16

Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35) U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, LUV, and more High drama in the cocoa market with key demand reports due out TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report Canada eyes $105B in retaliatory tariffs if Trump sets levies: report 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 15

Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo , Citi pop after earnings. (2:56) Nvidia announces Quantum Day . (4:41) Show Notes The Momentum Factor ETF is coming off a great 2024 but still oversold 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 15

Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative . (03:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: Quantum computing stocks, and more Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation Banks to kick off Q4 earnings on Wednesday — here's what to expect Trump to create External Revenue Service for foreign revenue collection 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 14

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40) Show Notes Stocks look halfway done with pullback as bull market resets Robinhood named best idea for 2025 Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details .

Jan 14

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: KBH, CHGG, and more Not just X! Elon Musk said to be the running for TikTok U.S. MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin D-Wave inks share sale agreement worth up to $150M, quantum stocks dip 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 13

As the ICR retail conference starts, most big names are seeing selling . (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule . (4:51) Show Notes Strong chance the Fed hikes this year (if you can't get a reservation) Moderna slides after slashing sales outlook for 2025 Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 13

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: ITCI, and SAGE Apple plans iPhone revamp, push into smart home, catching up with AI: report Amid a global selloff, the right move might be to buy more bonds TikTok ban: Supreme Court skeptical of free speech arguments 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 12

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar . (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27) Show Notes Zuckerberg slams Apple The most overbought and oversold stock markets 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 10

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir ) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25). Episode transcripts: seekingalpha.com/wsb Show links: Consumer sentiment slips in January as inflation expectations jump Jobs data in charts: December payroll growth hits highest level since March Bitcoin selloff deepens, wiping out early 2025 advance 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 10

AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MVST, RKLB, and more Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump Block to change ticker symbol to 'XYZ' 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 8

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain . (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgrades on Nvidia worries Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 8

Shell (SHEL) cuts production forecast for LNG, warns weaker Q4 . (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CALM, PLTR, and more Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates Sana stock rallies 280% on pancreatic cell transplant study Palantir tumbles after ARK Invest sheds $15M in shares 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 7

Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00). Show Notes Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’ 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 7

U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NARI, DNLI, and more Fed's Cook: Markets at risk of 'large declines' as valuations are elevated Nvidia, AMD vie for AI supremacy with latest offerings at CES SA Sentiment: What's the best AI stock to watch in 2025? Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’ Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details .

Jan 6

Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade . (1:58) Citi gets defensive . (3:28) Show Notes Palantir initiated with Underweight rating at Morgan Stanley Uber unveils $1.5 billion accelerated share repurchase program 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 6

Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PYCR, VRT, and more NYC is first U.S. city to charge congestion toll, but Trump could end program Nvidia is headlining CES; here are 5 chip stocks rated higher SA Asks: Which biotechs are most likely to be acquired near-term? 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 5

Payrolls seen up 150,000 for December. (0:37) AI , autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37) Show Notes Earnings Calendar Dividend Roundup Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 3

Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: X, CVNA, and more Tesla China sales hit record high level in December Data check: Pizza stocks often heat up when cold weather slams the U.S. Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment? Find out more about Seeking Alpha's Virtual Analyst Reports here .

Jan 2

Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode . Episode transcripts: seekingalpha.com/wsb Show links: Expect A Roller Coaster Stock Market In 2025 Here's Who Should Buy The Discount At Grayscale Bitcoin Trust Kirk's Margin of Safety Investing Group 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 2

Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto-linked stocks and more BYD December NEV sales set another record high Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices Just do it again: Will Nike keep its lead in 2025 or trip on the track? 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 1

The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16) Show Notes S&P closes out the year with four sessions in the red 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 31, 2024

Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: VSTM, ACAD Bill Ackman says common stocks of GSEs offer 'large asymmetric upside' Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital HIVE Digital relocates head office to U.S. for better ecosystem Find out more about Seeking Alpha's Virtual Analyst Reports here .

Dec 30, 2024

GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48) Show Notes Stock markets will close Jan. 9 for President Carter Day of Mourning What to watch out for in 2025 (including a rate hike) Find out more about Seeking Alpha's Virtual Analyst Reports here .

Dec 30, 2024

South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering . (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Top 10 REITs heading into 2025 Google CEO asks employees to brace for challenging 2025 What to watch out for in 2025 (including a rate hike) - Apollo's Slok 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 29, 2024

The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week . (1:57) South Korea plane crash kills 179. (3:07) Show Notes Wedbush bullish on Palantir, Salesforce More than half of U.S. at high risk of power shortages in next decade 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 27, 2024

Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SES, ABAT Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics With the new year upon us, a look back at Wall Street's Santa rallies since 2000 Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic Find out more about Seeking Alpha's Virtual Analyst Reports here .

Dec 26, 2024

Holiday sales on record pace, but nearly $900B could be returne d. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13) Show Notes What to expect from the Macau casino sector in 2025 Uber reacts to regulatory snub in Taiwan Find out more about Seeking Alpha's Virtual Analyst Reports here .

Dec 26, 2024

Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack , flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Sanctions? Russia is now using bitcoin for international trade China's average housing rent slump to 4-year low in November amid persistent supply gluts Companies line up to fund Trump inauguration despite withholding support after Jan. 6 Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan 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 24, 2024

Record number of unionized workers could walk out Christmas Eve . (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut . (4:50) Scrooge & Marley spooks investors. (6:08) Show Notes Santa rally takes first step, Nasdaq +1.35% Nasdaq 100 rebalance Major banks sue Federal Reserve over stress testing framework 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 .