Wall Street Breakfast

Published 2026-04-23

DEA reschedules pot as less dangerous

3 min

View

Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      

Show Notes
Magic: The Gathering levitates Hasbro stock

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

Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      

Show Notes
Magic: The Gathering levitates Hasbro stock

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-23

ServiceNow tanks on margins

6 min

View

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report

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

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-22

Spirit Airlines in line for government bailout

3 min

View

Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)      

Show Notes
Goldman says rally is getting harder to chase

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 administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)      

Show Notes
Goldman says rally is getting harder to chase

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-22

OpenAI faces Florida probe

6 min

View

OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

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

More description

OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-21

Consumers still spending

3 min

View

March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)      

Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)

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

March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)      

Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-21

Cook hands Apple to Ternus

5 min

View

Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California

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

Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-20

Jersey Mike's eyes $12B IPO valuation

3 min

View

Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

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

More description

Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

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

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-20

Tariff refund rush begins

5 min

View

Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ

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 refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-19

Tesla kicks off Mag 7 earnings

3 min

View

Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  

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 leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-17

Wall Street Roundup: Good news, earnings news

11 min

View

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)

Show links: 
U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

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

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)

Show links: 
U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-17

Netflix co-founder logs out (are you sure?)

4 min

View

Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    

Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

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

More description

Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    

Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

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

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-16

Europe has six weeks of jet fuel left

4 min

View

IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)      

Show Notes
Goldman’s top long duration stocks  

Episode transcripts seekingalpha.com/wsb.

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

More description

IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)      

Show Notes
Goldman’s top long duration stocks  

Episode transcripts seekingalpha.com/wsb.

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

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-16

Ford revamp targets EV growth

4 min

View

Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)      

Show Notes
Microsoft climbs in historic multi-day rally
Alibaba targets AI games and video

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

Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)      

Show Notes
Microsoft climbs in historic multi-day rally
Alibaba targets AI games and video

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-15

Trump escalates pressure on Powell

3 min

View

President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)      

Show Notes
Credit spreads, banks signal ‘damage contained’  

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 threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)      

Show Notes
Credit spreads, banks signal ‘damage contained’  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-15

CAT powers up ag automation

4 min

View

Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GTLB, AVGO, and more
GameStop to launch its digital trading card platform on April 15
Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential
Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gains

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

Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GTLB, AVGO, and more
GameStop to launch its digital trading card platform on April 15
Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential
Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gains

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-14

Banks mixed as earnings season starts

3 min

View

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      

Show Notes
Power stocks with AI tailwinds  

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

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      

Show Notes
Power stocks with AI tailwinds  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-14

PC rally fades on Nvidia denial

4 min

View

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BE, GSAT, and more
Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days
What happens when AI becomes sentient? Google hired a philosopher to find out
Meta set to overtake Google in digital ad revenues for the first time

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

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BE, GSAT, and more
Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days
What happens when AI becomes sentient? Google hired a philosopher to find out
Meta set to overtake Google in digital ad revenues for the first time

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-13

Netflix ad outlook lifts sentiment

3 min

View

Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)

Show Notes
Dividend stocks with an attractive mix  

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 gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)

Show Notes
Dividend stocks with an attractive mix  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-13

Flight cuts deepen on fuel shock

6 min

View

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

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

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-12

Earnings season begins as Trump threatens Hormuz blockade

3 min

View

Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  

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

Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-10

Wall Street Roundup: risk on/risk off

17 min

View

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)

Show links: 
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts

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

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)

Show links: 
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-10

AI alarm hits Wall Street

5 min

View

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SLP, TGLS, and more
China AI firm reveals $92M of banned Nvidia chip servers: report
Starmer “fed up” with volatile energy prices due to Putin, Trump
Russia, Ukraine agree to ceasefire for Orthodox Easter

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

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SLP, TGLS, and more
China AI firm reveals $92M of banned Nvidia chip servers: report
Starmer “fed up” with volatile energy prices due to Putin, Trump
Russia, Ukraine agree to ceasefire for Orthodox Easter

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-09

STAAR prelims signal upside

5 min

View

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: APLD, STAA, and more
OpenAI plans retail IPO share allocation, CFO says
Bessent flags urgency on crypto bill amid regulatory gaps
Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report

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

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: APLD, STAA, and more
OpenAI plans retail IPO share allocation, CFO says
Bessent flags urgency on crypto bill amid regulatory gaps
Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-08

Markets pop on peace hopes

4 min

View

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report

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

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-07

Quantum computer fever cooling

3 min

View

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)

Show Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List

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

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)

Show Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-07

Insurers pop on Medicare rate hike

5 min

View

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists

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

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-06

Disney's new chapter in Paris begins

3 min

View

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      

Show Notes
Credit default swap volumes hit record    

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

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      

Show Notes
Credit default swap volumes hit record    

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-06

PepsiCo exits Kanye fest

5 min

View

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown

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

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-05

Trump says he may blow up Iran and seize its oil

4 min

View

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  

Show Notes
Delta expected to report solid numbers
Earnings Calendar 

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 threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  

Show Notes
Delta expected to report solid numbers
Earnings Calendar 

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-02

Anthropic leak hits Claude Code

3 min

View

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)

Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd  

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

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)

Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-02

Oil gains after war talk

4 min

View

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short

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 prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-01

Nike plunges, options hint rebound

4 min

View

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

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

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-04-01

RH feels housing chill

6 min

View

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call

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

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-31

McCormick Unilever 44.8B deal

3 min

View

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    

Show Notes
The biggest pain trades of Q1 

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

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    

Show Notes
The biggest pain trades of Q1 

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-31

Gold hit hard, Goldman keeps $5,400 target

5 min

View

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure

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

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-30

Mistral loads up on Nvidia

4 min

View

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

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

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-29

Holiday week meets key jobs report

4 min

View

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)

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

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-27

Wall Street Roundup: market shifts to defense

13 min

View

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)

Show links: 
Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Strait of Hormuz disruptions send global plastics prices soaring
Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more
Wall Street slides as Trump delays Iran energy strikes

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

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)

Show links: 
Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Strait of Hormuz disruptions send global plastics prices soaring
Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more
Wall Street slides as Trump delays Iran energy strikes

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-27

Rates tick higher as housing demand grows

4 min

View

Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: U, VERI, and more
Trump’s signature to appear on U.S. currency, a first for a sitting president
OpenAI ad pilot crosses $100M annualized revenue mark in six weeks
Pentagon weighs sending up to 10,000 more troops to the Middle East: report

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

Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: U, VERI, and more
Trump’s signature to appear on U.S. currency, a first for a sitting president
OpenAI ad pilot crosses $100M annualized revenue mark in six weeks
Pentagon weighs sending up to 10,000 more troops to the Middle East: report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-26

Henkel adds shine with Olaplex

5 min

View

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales

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

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-25

Trump taps tech elite for science council

3 min

View

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    

Show Notes
Meta ties exec rewards to $9T valuation   

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 president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    

Show Notes
Meta ties exec rewards to $9T valuation   

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-25

Peace plan pumps futures

5 min

View

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report

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

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-24

Trading before the Tweets

4 min

View

Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)      

Show Notes
Citi’s negative ROE trend stocks

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

More description

Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)      

Show Notes
Citi’s negative ROE trend stocks

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

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-24

FCC router ban plugs into gains

5 min

View

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims

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

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-23

Trump roils markets touting quick end to Iran war

3 min

View

Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)    

Show Notes
Citi’s top stocks for positive ROE trends  

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 sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)    

Show Notes
Citi’s top stocks for positive ROE trends  

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-23

Gold loses safe haven shine

4 min

View

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report

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

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-22

Trump gives Hormuz ultimatum but markets wary

3 min

View

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)

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

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-20

SMCI hit by export scandal

5 min

View

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, SMCI, TGNA and more
Investment News Quiz
The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research
Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report
Bezos raising $100B to buy industrial firms and upgrade them with AI: report

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

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, SMCI, TGNA and more
Investment News Quiz
The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research
Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report
Bezos raising $100B to buy industrial firms and upgrade them with AI: report

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-19

BoE fear hits Fed bets

4 min

View

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)

Show Notes
Stocks most neglected by hedge funds

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

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)

Show Notes
Stocks most neglected by hedge funds

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple

Published 2026-03-19

Micron tops, shares fall

5 min

View

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up

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

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple