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Wall Street Breakfast

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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

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Published 2025-03-26

U.S. expands blacklist, tightens tech grip on China

6 min
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US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GME, HUMA, and more
Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high
Canada halts Tesla rebate payments, moves to block future incentives
Stock market selloffs may have ‘washed out’ some buyers: IBKR

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Published 2025-03-25

Maserati sets autonomous driving speed record

5 min
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Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)  

Show Notes 
Vanguard cuts U.S. growth forecast

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Published 2025-03-25

Shell pledges bigger buybacks, tighter spending

5 min
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Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: DJT, KBH, and more
Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report
End of the road: Kenworth to discontinue iconic W900 truck after 6 decades
BYD Company’s revenue tops $100 billion in FY24

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Published 2025-03-24

Households face $3 trillion in lost stock wealth this quarter

4 min
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BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57)
 
Show Notes
Ford F-150 faces regulatory investigation

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Published 2025-03-24

23andMe bankrupt, CEO out

5 min
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23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta’s (META) $800 million offer - report. (02:24)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, SMCI, and more
International names dominate list of cheap stocks with strong momentum
AI boom echoes dot-com bubble, but with key differences: Bloomberg
Luxury cars face biggest challenges from Trump's tariffs, WSJ reports

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Published 2025-03-23

Tests for transitory inflation and AI IPOs

5 min
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The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)

Show Notes
Stocks that weather downturns the best
Earnings Calendar
Dividend Roundup

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Published 2025-03-21

Summer cuts coming? Sticky inflation will keep gold in spotlight

10 min
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No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference

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Published 2025-03-21

Gold extends record run

5 min
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Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Quantum stocks, FDX, and more
Trump to announce new Air Force contract for next-gen fighter jet
Nvidia teams up with French quantum computing start-up Pasqal
FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation

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Published 2025-03-20

Nvidia-backed CoreWeave aims to raise $2.7B in IPO

6 min
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The CoreWeave $26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) 

Show Notes
Nearly all the AI valuation premium is gone

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Published 2025-03-20

March Madness heats up, bets roll in

6 min
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NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: YY, FIVE, and more
Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
Musk’s X raises almost $1 billion in new equity funding - report
Gold extends rally after Fed holds the line on interest rates

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Published 2025-03-19

Fed deja vu: Powell calls tariff inflation transitory

8 min
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The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)

Show Notes
Unpacking Nvidia GTC
Global ETFs shine

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Published 2025-03-19

GM deepens Nvidia partnership for next-gen vehicles

6 min
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General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: STNE, GILD, and more
Nvidia GTC 2025: Rubin, reasoning, robotics and more
Tesla removed from 2025 Vancouver International Auto Show
SA Asks: How will the $32B Wiz deal impact Google?

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Published 2025-03-18

Tariffs and other inflationary pressures

7 min
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Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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Dollar sinks on economic worries ahead of the Fed meet-Currency Recap
Wholesale egg prices drop, but retail rates could take time to catch up
Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus

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Published 2025-03-18

Wholesale egg prices drop, retail lags

5 min
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Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: GRAB, BIDU, and more
SA Maps: Tracking benchmark interest rates around the world
Which beaten down stocks have the best chance for a quick rebound?
Grab said to be moving forward with GoTo takeover

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Published 2025-03-17

Markets don't like uncertainty

7 min
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Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation.

Show Notes:
Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision
Brace For Turbulence: Navigating Rough Market Conditions Ahead

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Published 2025-03-17

Buffett raises stakes in Japanese trading houses

5 min
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Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NCLH and NIU
SA Asks: What's next for quantum computing stocks?
What will happen to payment stocks in a recession? Bernstein takes clues from 2008
Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire

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Published 2025-03-16

Nvidia GTC may be only hope for animal spirits

6 min
View
Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)

Show Notes
Earnings Calendar
Dividend Roundup

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Published 2025-03-14

Amid market turmoil; compelling earnings coming

14 min
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Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Novo Nordisk slips after data for next-gen obesity drug
Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs
Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain

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Published 2025-03-14

BC unplugs Tesla from charger rebates

6 min
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British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, PTON, and more
Trump to invoke wartime law as soon as Friday to fast-track deportations - report
Morgan Stanley’s top quality stocks to own for the long term
S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023

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Published 2025-03-13

The faster you go down, the sooner you hit bottom

4 min
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Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).

Episode transcripts: seekingalpha.com/wsb

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S&P on track to end in correction territory, Nasdaq slumps more than 2%
February sees surge in short interest for crypto stocks led by MSTR, COIN

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Published 2025-03-13

Intel names familiar face to lead

4 min
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Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: INTC, ADBE, and more
SentinelOne tumbles as weak guidance overshadows Q4 results
EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
Budweiser APAC mulls job cuts to reduce costs by 15% - report

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Published 2025-03-12

Inflation party wraps up early

5 min
View
CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)

Show Notes
Nvidia's GTC can't come fast enough 

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Published 2025-03-12

Google revisits AR with fresh set of eyes

5 min
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Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
 
Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GRPN, MOMO, and more
TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
Musk pledges to double Tesla’s U.S. production amid support for Trump
Roche, Zealand Pharma enter $5.3B license deal for obesity treatment

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Published 2025-03-11

Nuclear reactors are Google's next stop

5 min
View
Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)

Show Notes
Is this the market bottom?

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Published 2025-03-11

Oracle dips despite backlog growth

6 min
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Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: DAL, TSLA, and more
SA analysts mixed on when stocks will rebound following sell-off
Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms

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Published 2025-03-10

Markets on full recession alert

6 min
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Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)

Show Notes
Has the government forgotten what a real recession is? 

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Published 2025-03-10

ServiceNow eyes biggest deal

5 min
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ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16)
 
Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, CKPT, and more
Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis
India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M
XPeng eyes mass production of flying cars, humanoid robots by 2026

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Published 2025-03-09

Last CPI before tariffs impact

6 min
View
A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)

Show Notes
Piper Sandler's actionable picks amid selloff
Earnings Calendar
Dividend Roundup

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Published 2025-03-07

Recession risk and pockets of strength

10 min
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Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).

Show links: 
Anheuser-Busch Q4 Earnings Transcript
U.S. trade deficit has spiked to record highs amid tariffs fears
A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper

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Published 2025-03-07

Lunar lander woes send Intuitive Machines sliding

7 min
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Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers: AVGO, LUNR, and more
SpaceX's Starship explodes after launch again, debris disrupts Florida flights
Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
Trump establishes Strategic Bitcoin Reserve
Cryptocurrency may likely remain under pressure over near term - JPM

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Published 2025-03-06

Alibaba touts DeepSeek rival

6 min
View
Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)

Show Notes
Layoffs soar as DOGE bites
Marvell shares tumble

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Published 2025-03-06

Seven & i names new CEO, plans U.S. IPO, buyback

6 min
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Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MRVL, ZS, and more
Microsoft withdraws some agreements with CoreWeave - report
Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI
Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs

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Published 2025-03-05

Get a PhD AI agent for $20K a month

5 min
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OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)

Show Notes
Tech stocks that can withstand the storm
Disney planning ABC layoffs

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Published 2025-03-05

CrowdStrike beats Q4, stock slips

6 min
View
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: CRWD, AVAV, and more
SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech
Trump defends tariffs after markets close significantly down
Google urges DOJ to avoid breaking up company - report

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Published 2025-03-04

Stock gains since Election Day erased

5 min
View
The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) 

Show Notes
Stocks best insulated from tariffs
Okta rallies post-earnings

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Published 2025-03-04

Tariff hit sends auto stocks sliding

6 min
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"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WBA, ILMN, and more
Investors may be riding a ‘bucking bronco’ stock market into April
Bitcoin's back to where it started after strategic reserve spike
Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley

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Published 2025-03-03

Stagflation scare

5 min
View
ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)

Show Notes
Goldman's cheap healthcare picks
Kroger CEO out for personal conduct
Domino's joins the stuffed crust scene

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Published 2025-03-03

U.S. crypto reserve takes shape

6 min
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Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more
Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week
China's Honor plans to invest over $10B in AI devices
Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar

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Published 2025-03-02

Jobs report will be watched for DOGE impact

6 min
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Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)

Show Notes
Earnings Calendar
Time to stop using bonds as a hedge?

Episode transcripts: seekingalpha.com/wsb
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Published 2025-02-28

Nvidia's solid earnings, jobs expectations and fighting inflation

14 min
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Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).

Episode transcripts: seekingalpha.com/wsb.

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UnitedHealth sends Medicare insurers lower after report on DoJ probe
Elon Musk’s DOGE agents said to have gained access to Medicare systems
AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance

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Published 2025-02-28

Rocketlab drops, SoundHound climbs in premarket trading

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Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)

Episode transcripts seekingalpha.com/wsb.

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Bitcoin falls below $80,000, at risk of erasing all post-election gains
Red Robin's surprise rally shows investor confidence in turnaround plan
Alphabet falls into oversold territory for the first time in 5 months

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Published 2025-02-27

Bearish sentiment on stocks soars

6 min
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Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)

Show Notes
Median age of first-time homebuyers tops 50
Analysts applaud Nvidia

Episode transcripts: seekingalpha.com/wsb
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Published 2025-02-27

Ben & Jerry’s founders eye a second scoop

6 min
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Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: SNOW, CRM, and more
Moderna slides on report of Trump team reevaluating bird flu vaccine funding
China's Baidu plans to unveil AI model Ernie 4.5 in March - report
Rithm Acquisition prices $200M IPO at $10 per share

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Published 2025-02-26

Nvidia tops estimates with 'mind-blowing' 80% revenue rise

3 min
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Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.

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Published 2025-02-26

McDonald's says you won't shell out more for eggs

6 min
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McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)

Show Notes
Wells Fargo says good time to buy communications - see their picks
Super Micro options bulls get windfall

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Published 2025-02-26

Super Micro surges as delisting fears fade

6 min
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Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: LCID, SMCI, and more
Alibaba's video, image making AI tool open to public
Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal
Warner Bros shutters three game studios, axes Wonder Woman video game

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Published 2025-02-25

Consumer confidence sees biggest drop since 2021

5 min
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Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble. (2:50)

Show Notes
Hedge fund VIP stocks
Lucasfilm head set to retire

Episode transcripts: seekingalpha.com/wsb
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Published 2025-02-25

Bitcoin slips below $90K as crypto stumbles

6 min
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Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more
Gold racks up another record high on tariff concerns, spiking ETF holdings
OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes
Denny's add eggs surcharge at some locations due to national shortage

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Published 2025-02-24

Apple's $500 billion 'politician' move

6 min
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Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) 

Show Notes
Find top growth stocks in the small-cap space
Robotaxi pure play WeRide lands key Beijing approval

Episode transcripts: seekingalpha.com/wsb
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Published 2025-02-24

Alibaba bets $52B on AI, cloud

5 min
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Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: HE, EQX, and more
Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist
Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report
'Captain America: Brave New World' crashes in second weekend

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