Wall Street Breakfast

Published 2025-08-08

Trump nominates adviser Miran to Fed

6 min

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Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)    

Show Notes 
The Trade Desk shares get hammered
Intel CEO reaffirms commitment to the company

Episode transcripts: seekingalpha.com/wsb  
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Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)    

Show Notes 
The Trade Desk shares get hammered
Intel CEO reaffirms commitment to the company

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-08-07

Eli Lilly shares hammered

5 min

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

Show Notes
Warner Bros. Discovery mixed results  

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

Show Notes
Warner Bros. Discovery mixed results  

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Published 2025-08-07

Tariff win sends TSMC higher

5 min

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TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ABNB, DKNG, and more
The Week After: How has MSFT performed since FQ4 earnings?
AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps
IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint

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TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ABNB, DKNG, and more
The Week After: How has MSFT performed since FQ4 earnings?
AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps
IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint

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Published 2025-08-06

Golden Arches comeback

5 min

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The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up  

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The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up  

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Published 2025-08-06

Novo Nordisk trims outlook on rising rivalry

6 min

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Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
Super Micro sinks as Q4 results, Q1 outlook falls short
Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification
AMD dips after earnings; revenue beats expectations, but data center growth slows

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Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
Super Micro sinks as Q4 results, Q1 outlook falls short
Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification
AMD dips after earnings; revenue beats expectations, but data center growth slows

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Published 2025-08-05

Trump eyes pharma tariffs at 250%

5 min

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The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)

Show Notes
Don’t jump out of the saddle when stocks slide

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The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)

Show Notes
Don’t jump out of the saddle when stocks slide

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Published 2025-08-05

AI powers Palantir’s 48% revenue jump

5 min

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Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: PLTR, HIMS, and more
Taiwan Semi starts legal actions against potential trade secret violators - report
Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita
Vertex Pharmaceuticals stock falls as pain drug fails in phase 2

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Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, HIMS, and more
Taiwan Semi starts legal actions against potential trade secret violators - report
Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita
Vertex Pharmaceuticals stock falls as pain drug fails in phase 2

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Published 2025-08-04

Tesla awards Elon 96 million shares

4 min

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The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)

Show Notes
Tyson Foods rallies after higher beef prices power a beat-and-raise quarter

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The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)

Show Notes
Tyson Foods rallies after higher beef prices power a beat-and-raise quarter

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Published 2025-08-04

Boeing defense workers walk off the job

5 min

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Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BLDE, COMM, and more
Amphenol set to acquire CommScope unit in $10.5B deal - report
Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS
SA Graphics: Here are the biggest S&P 500 winners and losers in July

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Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BLDE, COMM, and more
Amphenol set to acquire CommScope unit in $10.5B deal - report
Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS
SA Graphics: Here are the biggest S&P 500 winners and losers in July

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Published 2025-08-03

Wall Street's big data headache

5 min

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

Show Notes 
Earnings Calendar
Dividend Roundup

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

Show Notes 
Earnings Calendar
Dividend Roundup

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Published 2025-08-01

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

15 min

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Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes: 
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates

Episode transcripts: seekingalpha.com/wsb

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Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes: 
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates

Episode transcripts: seekingalpha.com/wsb

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Published 2025-08-01

Trump signs new tariff order

5 min

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Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, FIG, and more
Amazon posts a powerhouse quarter again; shares fall as guidance is weighed
Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'
Trump issues 60-day ultimatum for big pharma to lower drug prices

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Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, FIG, and more
Amazon posts a powerhouse quarter again; shares fall as guidance is weighed
Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'
Trump issues 60-day ultimatum for big pharma to lower drug prices

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Published 2025-07-31

Microsoft joins the $4 trillion club

5 min

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

Show Notes
Tesla robotaxi chauffeurs?  

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

Show Notes
Tesla robotaxi chauffeurs?  

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Published 2025-07-31

All eyes on Amazon and Apple

6 min

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Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates

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Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates

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Published 2025-07-30

Fed holds, markets cut odds of future cuts

3 min

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

Show Notes
Q2 GDP tops forecasts, but underlying growth a worry  

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

Show Notes
Q2 GDP tops forecasts, but underlying growth a worry  

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Published 2025-07-30

Starbucks perks up after turnaround update

6 min

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Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SOFI, LC, and more
SoFi Technologies stock stumbles after pricing $1.5B share offering
Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance
Meta faces Italian regulator's probe over AI service in WhatsApp

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Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SOFI, LC, and more
SoFi Technologies stock stumbles after pricing $1.5B share offering
Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance
Meta faces Italian regulator's probe over AI service in WhatsApp

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Published 2025-07-29

UnitedHealth warns on rising medical costs

6 min

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

Show Notes
UPS fails to provide outlook amid macro uncertainty  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Show Notes
UPS fails to provide outlook amid macro uncertainty  

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Published 2025-07-29

Chart Industries soars on takeover talk

4 min

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Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TLRY, PHG, and more
U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips
Medicare Part D premiums will sharply rise in 2026 - report
Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report

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Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TLRY, PHG, and more
U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips
Medicare Part D premiums will sharply rise in 2026 - report
Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report

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Published 2025-07-28

Firefly Aerospace aims to raise $600M via IPO

5 min

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Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).

Show Notes:
AI may hold the key to the U.S. debt problem Apollo economist says
Luckin Coffee's early test of U.S. expansion goes smoothly
LNG producers surge after Europe pledges $750B purchases in U.S. trade deal

Episode transcripts: seekingalpha.com/wsb

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Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).

Show Notes:
AI may hold the key to the U.S. debt problem Apollo economist says
Luckin Coffee's early test of U.S. expansion goes smoothly
LNG producers surge after Europe pledges $750B purchases in U.S. trade deal

Episode transcripts: seekingalpha.com/wsb

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Published 2025-07-28

China's Zhipu ramps up AI battle

3 min

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Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)  

Show Notes
Trump says a trade deal with China is close
Huawei unveils potential Nvidia rival
Investors shift to value amid meme froth

Episode transcripts: seekingalpha.com/wsb  
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Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)  

Show Notes
Trump says a trade deal with China is close
Huawei unveils potential Nvidia rival
Investors shift to value amid meme froth

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-07-27

Four Mag 7 stocks and the Fed on tap

5 min

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

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-25

Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts

20 min

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Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

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Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

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Published 2025-07-25

New Paramount must ditch bias, says FCC in merger OK

5 min

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Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: INTC, PARA, and more
Google said to have bagged $1.2B cloud contract from ServiceNow
What analysts are saying about Tesla
Dow shares tumble as company swings to loss, slashes dividend amid global weakness

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More description

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: INTC, PARA, and more
Google said to have bagged $1.2B cloud contract from ServiceNow
What analysts are saying about Tesla
Dow shares tumble as company swings to loss, slashes dividend amid global weakness

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Published 2025-07-24

The job market that won't quit

5 min

View

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)

Show Notes
Would replacing Powell at Fed really save on debt?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)

Show Notes
Would replacing Powell at Fed really save on debt?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-24

Tesla touts ambitious plans, market shrugs

5 min

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Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans
Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth
IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio

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More description

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans
Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth
IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio

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Published 2025-07-23

Meme stocks Class of '25

4 min

View

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)

Show Notes
Who is paying the tariffs so far?    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)

Show Notes
Who is paying the tariffs so far?    

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Published 2025-07-23

Detroit 3 cry foul on Japan tariff deal

6 min

View

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to possible Musk return to U.S. politics
Palo Alto deal for SentinelOne would be a major strategic shift - analyst

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Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to possible Musk return to U.S. politics
Palo Alto deal for SentinelOne would be a major strategic shift - analyst

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Published 2025-07-22

The Marlboro Man returns

6 min

View

Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)

Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)

Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics

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Published 2025-07-22

Buyout buzz boosts SentinelOne

4 min

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SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer
Server hack on Microsoft affects 100 organizations - report
U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns

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SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer
Server hack on Microsoft affects 100 organizations - report
U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns

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Published 2025-07-21

24 hour trading takes another step

4 min

View

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)

Show Notes
Figma looks to raise $330 million in IPO

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)

Show Notes
Figma looks to raise $330 million in IPO

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Published 2025-07-21

Microsoft sounds alarm on SharePoint attacks

5 min

View

Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report
SA Asks: What's the most attractive robotaxi stock right now?

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Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report
SA Asks: What's the most attractive robotaxi stock right now?

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Published 2025-07-20

Earnings go up a gear with Google, Tesla

6 min

View

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

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

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

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-18

Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY

10 min

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Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).

Show links: 
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

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More description

Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).

Show links: 
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

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Published 2025-07-18

Netflix beats, raises, still slips

5 min

View

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report

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Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report

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Published 2025-07-17

Interest rate debate

9 min

View

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).

Show links: 
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King

Episode transcripts: seekingalpha.com/wsb

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More description

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).

Show links: 
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King

Episode transcripts: seekingalpha.com/wsb

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Published 2025-07-17

Circle K owner ends 7-Eleven pursuit

5 min

View

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

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More description

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

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Published 2025-07-16

Goldman posts historic stock trading revenue

6 min

View

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

Show Notes
‘Red flare’ on housing market

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

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

Show Notes
‘Red flare’ on housing market

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Published 2025-07-16

MP surges on Apple supply agreement

4 min

View

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

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More description

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

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Published 2025-07-15

First signs of tariff inflation

5 min

View

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

Show Notes
Stocks most and least likely to beat on earnings

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

Show Notes
Stocks most and least likely to beat on earnings

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-15

Nvidia plans China H20 shipments after U.S. nod

5 min

View

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief economist fires 'red flare' on housing market
Stocks most and least likely to beat their earnings expectations – BofA

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More description

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief economist fires 'red flare' on housing market
Stocks most and least likely to beat their earnings expectations – BofA

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Published 2025-07-14

Copper tariff is a big blow to EVs

4 min

View

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

Show Notes
Goldman’s out-of-consensus picks    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

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

Show Notes
Goldman’s out-of-consensus picks    

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Published 2025-07-14

Musk not on board with xAI-Tesla tie-up

4 min

View

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

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More description

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

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Published 2025-07-13

Earnings season kicks off

5 min

View

Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-11

Wall Street Roundup: AI trade, market melt up

11 min

View

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

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Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

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Published 2025-07-11

Bitcoin blasts past $117K

4 min

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Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: Crypto stocks, and more
Tesla applies to test robotaxis in Phoenix, Arizona - report
Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
Brazil tariff shock rattles Dutch Bros as coffee futures climb

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Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Crypto stocks, and more
Tesla applies to test robotaxis in Phoenix, Arizona - report
Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
Brazil tariff shock rattles Dutch Bros as coffee futures climb

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Published 2025-07-10

Meta spending like the Yankees

4 min

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

Show Notes
Disney+ adds more UK shows

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

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

Show Notes
Disney+ adds more UK shows

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-10

It’s a wrap

5 min

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McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

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McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

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Published 2025-07-09

Copper retreats, crude oil gains

6 min

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Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).

Show Notes
Copper retreats from record high, crude oil gains after EIA forecast
U.S. stock futures inch higher as tariff updates remain in focus

Episode transcripts: seekingalpha.com/wsb

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More description

Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).

Show Notes
Copper retreats from record high, crude oil gains after EIA forecast
U.S. stock futures inch higher as tariff updates remain in focus

Episode transcripts: seekingalpha.com/wsb

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Published 2025-07-08

Inflation expectations look anchored

4 min

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New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)

Show Notes
Goldman, BofA up S&P targets

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)

Show Notes
Goldman, BofA up S&P targets

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Published 2025-07-08

Samsung warns of 56% profit slide

4 min

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Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, CIEN, and more
Trump says U.S. will send more weapons to Ukraine after last week's pause
Epic Games settles antitrust app store case against Samsung
China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains

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More description

Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, CIEN, and more
Trump says U.S. will send more weapons to Ukraine after last week's pause
Epic Games settles antitrust app store case against Samsung
China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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