Wall Street Breakfast

Published 2025-09-16

DOT grounds Delta-Aeromexico venture

7 min

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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

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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

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Published 2025-09-15

Trump calls for earnings just twice a year

4 min

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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

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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

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Published 2025-09-15

BofA says investors should think BIG

5 min

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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

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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

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Published 2025-09-14

Fed meeting: dissent is the word

5 min

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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.

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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.

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Published 2025-09-12

Wall Street Roundup: red flag, green flag

19 min

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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

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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

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Published 2025-09-12

Microsoft, OpenAI chart new path

6 min

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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

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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

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Published 2025-09-11

CPI clears way for Fed rate cut

5 min

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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.

More description

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

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Published 2025-09-11

Futures edge higher ahead of CPI report

5 min

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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

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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

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Published 2025-09-10

Klarna pops on NYSE debut

5 min

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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.

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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.

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Published 2025-09-10

Oracle surges as future contracts pile up

5 min

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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

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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

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Published 2025-09-09

Jobs see record downward benchmark revision

4 min

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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.

More description

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

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Published 2025-09-09

Nebius rockets on $17B Microsoft deal

5 min

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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

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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

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Published 2025-09-08

Tesla U.S. market share at 8-year low

4 min

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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

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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

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Published 2025-09-08

S&P 500 shuffle sparks market moves

5 min

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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

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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

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Published 2025-09-07

Stagflation alarms could sound this week

5 min

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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.

More description

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.

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Published 2025-09-05

Wall Street Roundup: jobs data, gold highs, AI + tariff impact

10 min

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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

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More description

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

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Published 2025-09-05

Futures tick up ahead of jobs data

5 min

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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

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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

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Published 2025-09-04

Nvidia stealing a march on quantum computing

4 min

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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.

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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

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Published 2025-09-04

Football returns, ad dollars pour in

6 min

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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

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More description

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

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Published 2025-09-03

Stark warning on holiday spending

5 min

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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.

More description

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

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Published 2025-09-03

Chrome stays put

5 min

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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

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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

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Published 2025-09-02

Activists target Pepsi

4 min

View

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  

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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  

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Published 2025-09-02

Wall Street futures slip to start September

6 min

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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

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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

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Published 2025-08-31

Crucial jobs report highlights short week

5 min

View

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

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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

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Published 2025-08-29

Wall Street Roundup: valuation concerns and uncharted waters

10 min

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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

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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

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Published 2025-08-29

Caterpillar expects bigger tariff hit

4 min

View

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  
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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  
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Published 2025-08-28

'Economy slowing, but still clearly growing'

5 min

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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 outTeva 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

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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 outTeva gets FDA nod for generic version of Novo's weight loss drug
Pending home sales dip 0.4% in July, weaker than expected

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Published 2025-08-28

Nvidia's big China question

5 min

View

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  

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More description

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  

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Published 2025-08-27

Futures flat as traders await Nvidia earnings

6 min

View

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

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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

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Published 2025-08-26

Trump fires Cook, threatens more tariffs

4 min

View

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

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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

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Published 2025-08-25

After Dow's record close, stock futures lower

4 min

View

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

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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

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Published 2025-08-24

It's Nvidia earnings time

5 min

View

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

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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

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Published 2025-08-22

Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments

11 min

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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

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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

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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

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Published 2025-08-22

Markets wait on Powell's next words

5 min

View

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.

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More description

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.

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Published 2025-08-21

Microsoft clamps down on China

5 min

View

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

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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

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Published 2025-08-20

FDA reels in radioactive shrimp at Walmart

5 min

View

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?

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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?

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Published 2025-08-19

Return of the SPAC King

5 min

View

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.

More description

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

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Published 2025-08-19

SoftBank pours $2B into Intel

5 min

View

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

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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

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Published 2025-08-18

Dan Ives shakes up his AI 30

3 min

View

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.

More description

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  

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Published 2025-08-18

Penny stock selloffs spark scam fears - report

5 min

View

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

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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

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Published 2025-08-17

What will Powell say at Jackson Hole?

6 min

View

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.

More description

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

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Published 2025-08-15

UnitedHealth jumps as funds boost stakes

5 min

View

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

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More description

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

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Published 2025-08-14

Wholesale inflation soars

7 min

View

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.

More description

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?  

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Published 2025-08-14

Bullish soars 84% on debut

6 min

View

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

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More description

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

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Published 2025-08-13

CAVA slides on sales miss

6 min

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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.

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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

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More description

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

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Published 2025-08-12

CPI arrives in line as core inflation trends up

5 min

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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.

More description

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.

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Published 2025-08-12

Trump picks EJ Antoni for BLS top job

6 min

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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

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More description

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

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Published 2025-08-11

Audiences return to theaters

4 min

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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.

More description

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.

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Published 2025-08-11

U.S. companies absorb tariff hit

5 min

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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

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More description

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

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Published 2025-08-10

Inflation expected to tick up

5 min

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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.

More description

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.

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