Episodios

  • It’s a wrap

    It’s a wrap
    Jul 10 2025
    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.

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    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

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    6 m
  • Copper retreats, crude oil gains

    Copper retreats, crude oil gains
    Jul 9 2025
    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

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    7 m
  • Inflation expectations look anchored

    Inflation expectations look anchored
    Jul 8 2025
    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.
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    5 m
  • Samsung warns of 56% profit slide

    Samsung warns of 56% profit slide
    Jul 8 2025
    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

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    5 m
  • Xpeng's AI EV

    Xpeng's AI EV
    Jul 7 2025
    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.
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    6 m
  • Bargain week begins

    Bargain week begins
    Jul 7 2025
    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

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    5 m
  • Tariff deadline week

    Tariff deadline week
    Jul 6 2025
    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.
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    6 m
  • Jobs market cheats death again

    Jobs market cheats death again
    Jul 3 2025
    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.
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    5 m