Wall Street Breakfast

Published 2025-07-07

Xpeng's AI EV

5 min

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

Show Notes
CoreWeave to buy Core Scientific

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

Show Notes
CoreWeave to buy Core Scientific

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Published 2025-07-07

Bargain week begins

5 min

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Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: TSLA, WNS, and more
Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations
Carney says possible oil pipeline project is 'highly likely’ in Canada
Oracle is said to offer big discounts to U.S. government on software

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More description

Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: TSLA, WNS, and more
Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations
Carney says possible oil pipeline project is 'highly likely’ in Canada
Oracle is said to offer big discounts to U.S. government on software

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Published 2025-07-06

Tariff deadline week

6 min

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

Show Notes
Tech picks for Q3

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

More description

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

Show Notes
Tech picks for Q3

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

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Published 2025-07-03

Jobs market cheats death again

4 min

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Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30)

Show Notes
Ford CEO says AI will take 50% of white collar jobs

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

More description

Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30)

Show Notes
Ford CEO says AI will take 50% of white collar jobs

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Published 2025-07-03

OpenAI Rejects Robinhood Equity Tokens

5 min

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Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TRIP, DDOG, and more
Ford CEO: AI will replace half of all white-collar workers in U.S.
Datadog surges after placement on S&P 500
Google proposes fresh changes to search results to comply with EU's antitrust rules: report

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More description

Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TRIP, DDOG, and more
Ford CEO: AI will replace half of all white-collar workers in U.S.
Datadog surges after placement on S&P 500
Google proposes fresh changes to search results to comply with EU's antitrust rules: report

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Published 2025-07-02

Netflix and Spotify teaming up

4 min

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

Show Notes
Quantum stock Rigetti gets a bull call

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More description

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

Show Notes
Quantum stock Rigetti gets a bull call

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Published 2025-07-02

Banks pass, investors cash in

5 min

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Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint; shares rise in after-hours trading. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: VRNT, CNC, and more
All 22 banks pass Fed's 2025 stress test on capital levels
Baidu revamps search engine with AI features, voice functionality - report
Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June
Intel's new CEO said to weigh ending 18A marketing to new customers

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Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint; shares rise in after-hours trading. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: VRNT, CNC, and more
All 22 banks pass Fed's 2025 stress test on capital levels
Baidu revamps search engine with AI features, voice functionality - report
Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June
Intel's new CEO said to weigh ending 18A marketing to new customers

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Published 2025-07-01

Trump and Musk at it again

5 min

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

Show Notes
Top tech stocks for the rest of ‘25

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

More description

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

Show Notes
Top tech stocks for the rest of ‘25

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

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Published 2025-07-01

Texas embraces precious metal money

5 min

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Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TSLA, AVAV, and more
Musk threatens to oust Trump tax bill backers, floats new political party
Hershey to remove artificial food dyes from products by 2027 - report
Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June

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More description

Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TSLA, AVAV, and more
Musk threatens to oust Trump tax bill backers, floats new political party
Hershey to remove artificial food dyes from products by 2027 - report
Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June

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Published 2025-06-30

Nintendo vs Amazon

4 min

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

Show Notes
Oracle rallies on CEO comments, upgrade

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

More description

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

Show Notes
Oracle rallies on CEO comments, upgrade

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

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Published 2025-06-30

UK cars, planes get U.S. break

5 min

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UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: U.S. banks, JNPR, and more
Renewables industry reels as Senate megabill unveils new excise tax
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
Tesla launches V4 superchargers in China

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More description

UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: U.S. banks, JNPR, and more
Renewables industry reels as Senate megabill unveils new excise tax
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
Tesla launches V4 superchargers in China

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Published 2025-06-29

Weaker gain seen in June jobs

4 min

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

Show Notes
Dividend Roundup

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

More description

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

Show Notes
Dividend Roundup

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

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Published 2025-06-28

Wall Street Weekend: Markets have been looking for an excuse to rally

10 min

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Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode.

Show links: 
Danielle DiMartino Booth On America's Game Of Thrones
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again
Should We Trust Economic Data? With Danielle DiMartino Booth

Episode transcripts: seekingalpha.com/wsb

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More description

Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode.

Show links: 
Danielle DiMartino Booth On America's Game Of Thrones
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again
Should We Trust Economic Data? With Danielle DiMartino Booth

Episode transcripts: seekingalpha.com/wsb

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Published 2025-06-27

Wall Street Roundup: market highs, oil whipsaw, stablecoin momentum

10 min

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Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15).

Show links: 
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again

Episode transcripts: seekingalpha.com/wsb

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

More description

Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15).

Show links: 
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again

Episode transcripts: seekingalpha.com/wsb

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Published 2025-06-27

Nike sprints past low bar, shares jump

4 min

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Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NKE, TM, and more
SA Asks: What are the best crypto stocks right now?
Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade
Enphase Energy surges to top of S&P 500 on solar tax credit optimism

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More description

Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NKE, TM, and more
SA Asks: What are the best crypto stocks right now?
Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade
Enphase Energy surges to top of S&P 500 on solar tax credit optimism

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Published 2025-06-26

Nike getting snoafer buzz

5 min

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The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)

Show Notes
Palantir signs deal with The Nuclear Company
JetBlue’s second-largest investor threatens to sell

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

More description

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)

Show Notes
Palantir signs deal with The Nuclear Company
JetBlue’s second-largest investor threatens to sell

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

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Published 2025-06-26

Hedge fund co-founder claims $7M coup scam

5 min

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Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: FUL, KTOS, and more
Meta recruits three OpenAI researchers for superintelligence push - WSJ
Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices
AT&T executives advocate shifting from copper landlines to fiber

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More description

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: FUL, KTOS, and more
Meta recruits three OpenAI researchers for superintelligence push - WSJ
Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices
AT&T executives advocate shifting from copper landlines to fiber

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Published 2025-06-25

Here comes the droid ETF

4 min

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Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)

Show Notes
Nvidia gest new Street-high price target

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

More description

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)

Show Notes
Nvidia gest new Street-high price target

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

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Published 2025-06-25

States win first round in EV charger lawsuit

5 min

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Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more
Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei
Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed
Top 10 S&P 500 performers year-to-date as the index nears record high

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More description

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more
Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei
Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed
Top 10 S&P 500 performers year-to-date as the index nears record high

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Published 2025-06-24

Fed's Powell sticks to his guns

5 min

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The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)

Show Notes
Oil prices sink on Iran export expectations
Doughnut divorce
Speeding Tesla robotaxis

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

More description

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)

Show Notes
Oil prices sink on Iran export expectations
Doughnut divorce
Speeding Tesla robotaxis

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

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Published 2025-06-24

Israel–Iran ceasefire in question

5 min

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The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TDOC, CHWY, and more
China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says
Tesla robotaxis violate traffic laws, spark federal scrutiny
UK's competition regulator proposes new status for Google in search to increase control

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More description

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TDOC, CHWY, and more
China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says
Tesla robotaxis violate traffic laws, spark federal scrutiny
UK's competition regulator proposes new status for Google in search to increase control

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Published 2025-06-23

Futures tick up after U.S. strikes in Iran

5 min

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Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, NTRS, and more
DeepSeek aids China’s military, evades export controls - report
Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO
Retail investors cool on big tech after spring rebound, WSJ reports

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More description

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, NTRS, and more
DeepSeek aids China’s military, evades export controls - report
Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO
Retail investors cool on big tech after spring rebound, WSJ reports

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Published 2025-06-20

Home Depot reportedly makes move on GMS

4 min

View

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report

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More description

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report

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Published 2025-06-19

Powell signals higher prices as Fed holds

4 min

View

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

Episode transcripts: seekingalpha.com/wsb  
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More description

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

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-18

Home building activity takes hit in May

5 min

View

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).

Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements

Episode transcripts: seekingalpha.com/wsb

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More description

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).

Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements

Episode transcripts: seekingalpha.com/wsb

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Published 2025-06-18

Meta offering $100M bonus to poach OpenAI talent?

6 min

View

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  

Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York

Episode transcripts: seekingalpha.com/wsb  
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More description

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  

Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-17

Clear Kool Aid and Jell-O? Kraft ditches dyes

5 min

View

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   

Show Notes
The 5 mega forces driving equity conditions

Episode transcripts: seekingalpha.com/wsb  
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More description

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   

Show Notes
The 5 mega forces driving equity conditions

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-17

Solar sinks as Senate eyes tax credit sunset

5 min

View

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) 


Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved

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Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) 


Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved

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Published 2025-06-16

Oil down, stocks up on report Iran wants talks

3 min

View

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  

Show Notes 
The Fed ‘hates’ Trump’s policies

Episode transcripts: seekingalpha.com/wsb  
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More description

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  

Show Notes 
The Fed ‘hates’ Trump’s policies

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Published 2025-06-16

Google may cut ties with Scale AI

6 min

View

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade

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More description

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade

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Published 2025-06-15

Mideast events will shape Fed week

5 min

View

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

Show Notes
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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More description

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

Show Notes
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Published 2025-06-14

Wall Street Weekend: Israel, Iran, and oil

13 min

View

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz

Show links: 
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors

Episode transcripts: seekingalpha.com/wsb

Get 20% off James' Successful Portfolio Strategy

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More description

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz

Show links: 
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors

Episode transcripts: seekingalpha.com/wsb

Get 20% off James' Successful Portfolio Strategy

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Published 2025-06-13

Wall Street Roundup: AI, IPOs, and standout earnings

14 min

View

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.

Show links: 
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo

Episode transcripts: seekingalpha.com/wsb

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More description

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.

Show links: 
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo

Episode transcripts: seekingalpha.com/wsb

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Published 2025-06-13

Markets shake as Israel strikes Iran

4 min

View

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off

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More description

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off

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Published 2025-06-12

The media shakeout has begun

5 min

View

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  

Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto

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

More description

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  

Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-12

Boeing tumbles on reports of Air India crash

5 min

View

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report

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More description

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report

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Published 2025-06-11

Retail inflation shows little tariff impact

6 min

View

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  

Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date

Episode transcripts: seekingalpha.com/wsb  
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More description

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  

Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-11

Game On!

5 min

View

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'

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More description

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'

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Published 2025-06-10

Mark Zuckerberg assembling ‘superintelligence group’

4 min

View

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)  

Show Notes
Citi boosts its S&P target and earnings forecast

Episode transcripts: seekingalpha.com/wsb  
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More description

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)  

Show Notes
Citi boosts its S&P target and earnings forecast

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-10

UnitedHealth shops Latin American unit at deep discount

5 min

View

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu

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More description

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu

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Published 2025-06-09

Warner Bros Discovery announces split

3 min

View

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)  

Show Notes
Shakeup coming in one of the biggest gold ETFs

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

More description

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)  

Show Notes
Shakeup coming in one of the biggest gold ETFs

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-09

Qualcomm to acquire Alphawave for $2.4B

5 min

View

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years

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More description

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years

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Published 2025-06-08

Inflation back on the Fed radar and expected to rise

6 min

View

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

Show Notes 
Earnings Calendar
Dividend Roundup

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

More description

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

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Published 2025-06-06

Wall Street Roundup: A tale of two Teslas

26 min

View

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates

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More description

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates

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Published 2025-06-06

GLP-1s, Gen Z dent Jack Daniel’s sales

4 min

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Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance

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More description

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance

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Published 2025-06-05

Is Tesla losing a Trump premium?

5 min

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

Show Notes
ETF inflows surge

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

More description

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

Show Notes
ETF inflows surge

Episode transcripts: seekingalpha.com/wsb  
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Published 2025-06-05

Auto trouble brewing over rare earth curbs

6 min

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Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says

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More description

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says

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Published 2025-06-04

Wedbush AI ETF debuts

5 min

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

Show Notes
Highest-conviction picks from Jefferies

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

More description

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

Show Notes
Highest-conviction picks from Jefferies

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

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Published 2025-06-04

Texas puts snacks on notice

6 min

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Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'

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

More description

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'

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Published 2025-06-03

Barbie gets her own film studio

4 min

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Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)  

Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?

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

More description

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)  

Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?

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

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