Wall Street Breakfast

Published 2025-10-22

DraftKings bets on predictions

5 min

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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

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More description

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

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Published 2025-10-21

China's luxury conundrum

4 min

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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

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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

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Published 2025-10-21

Apple edges toward $4T

5 min

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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

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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

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Published 2025-10-20

Markets march higher

5 min

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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

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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

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Published 2025-10-17

Wall Street Roundup: financial earnings, golden highs, data dearth

22 min

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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

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More description

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

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Published 2025-10-17

Regional bank worries drag futures lower

5 min

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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

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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

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Published 2025-10-16

Holidays getting a retail therapy boost

4 min

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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

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More description

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.

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Published 2025-10-16

GIC sues Nio over inflated revenue

5 min

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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

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More description

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

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Published 2025-10-15

Amazon swapping humans for AI

4 min

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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

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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

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Published 2025-10-15

Stellantis bets on U.S. production

6 min

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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

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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

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Published 2025-10-14

Banks beat the Street

3 min

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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.

More description

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

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Published 2025-10-14

Papa John’s delivers a hot slice

5 min

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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

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More description

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

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Published 2025-10-13

Broadcom gets the OpenAi bump

4 min

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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  

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More description

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  

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Published 2025-10-13

Crypto bounces back

6 min

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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

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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

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Published 2025-10-12

Earnings arrive as Trump downplays China trade fight

4 min

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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.

More description

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.

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Published 2025-10-10

Inflation report still in sight

6 min

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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

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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

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Published 2025-10-09

Meet Ferrari's Elettrica

4 min

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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.

More description

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.

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Published 2025-10-09

Netflix levels up

6 min

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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

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More description

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

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Published 2025-10-08

Nvidia invests big in xAI

3 min

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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.

More description

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.

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Published 2025-10-08

Lawmakers urge broader China chip curbs

7 min

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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

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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

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Published 2025-10-07

Gold futures top $4,000

4 min

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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.

More description

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.

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Published 2025-10-07

Deals don’t wait ‘til November

6 min

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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

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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

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Published 2025-10-06

AMD rockets on OpenAI deal

4 min

View

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.

More description

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  

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Published 2025-10-06

Tesla spins up speculation

5 min

View

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

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More description

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

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Published 2025-10-05

OpenAI DevDay kicks off week as shutdown persists

4 min

View

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

More description

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

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Published 2025-10-03

Shutdown freezes release, not data

6 min

View

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

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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

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Published 2025-10-02

AOL back in the merger game

5 min

View

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.

More description

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

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Published 2025-10-02

Half a trillion and counting

5 min

View

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

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More description

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

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Published 2025-10-01

ADP steals spotlight and reports jobs losses

4 min

View

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.

More description

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.

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Published 2025-10-01

Senate vote triggers government shutdown, data delays

5 min

View

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

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More description

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

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Published 2025-09-30

Spotify CEO hands over the reins

4 min

View

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.

More description

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

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Published 2025-09-30

Weed stocks light up

6 min

View

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

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More description

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

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Published 2025-09-29

Hollywood gets the tariff treatment

4 min

View

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.

More description

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

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Published 2025-09-29

Gold extends record run

5 min

View

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

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More description

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

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Published 2025-09-28

Will Fed's Powell make it to jobs day?

6 min

View

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.

More description

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.

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Published 2025-09-26

Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing

14 min

View

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

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More description

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

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Published 2025-09-26

Tariffs hit pharma

7 min

View

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

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More description

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

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Published 2025-09-25

What weak economy?

4 min

View

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.

More description

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.

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Published 2025-09-25

Intel and Apple: A Deal in the Making?

6 min

View

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

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More description

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

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Published 2025-09-24

NFL wants new TV deal ASAP

4 min

View

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.

More description

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.

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Published 2025-09-24

Alibaba to boost AI investment

5 min

View

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

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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

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Published 2025-09-23

Next stage of AI revolution arrives

3 min

View

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.

More description

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.

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Published 2025-09-23

Kenvue in focus

5 min

View

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

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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.

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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

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Published 2025-09-22

Berkshire bids farewell to BYD

5 min

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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

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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

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Published 2025-09-19

Wall Street Roundup: We need to talk about Intel

15 min

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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

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More description

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

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Published 2025-09-19

FedEx delivers earnings surprise

6 min

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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

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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

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Published 2025-09-18

Jimmy Kimmel pulled from airwaves

6 min

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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

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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

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Published 2025-09-17

Fed cuts rates for first time this year

3 min

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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.

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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.

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Published 2025-09-17

Markets watch Fed as US, UK seal $42B tech deal

7 min

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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

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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

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Published 2025-09-16

Coffee prices are percolating

5 min

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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.

More description

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.

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