Wall Street Breakfast

Published 2026-02-09

HIMS loses weight in premarket trade

4 min

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Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA

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More description

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA

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Published 2026-02-08

Delayed data deluge

4 min

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Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)  

Show Notes
Chart of the week
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

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)  

Show Notes
Chart of the week
Earnings Calendar
Dividend Roundup

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

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Audio Web Apple

Published 2026-02-06

Wall Street Roundup: risk off

18 min

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Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00)

Show Notes:
President Trump unveils TrumpRx website for low-cost prescription drugs
Bitcoin and software stocks have been more correlated in the last months

Episode transcripts: seekingalpha.com/wsb

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Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00)

Show Notes:
President Trump unveils TrumpRx website for low-cost prescription drugs
Bitcoin and software stocks have been more correlated in the last months

Episode transcripts: seekingalpha.com/wsb

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Audio Web Apple

Published 2026-02-06

Stellantis pays $26B for EV bets

4 min

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EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, STLA, and more
Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters
President Trump unveils TrumpRx website for low-cost prescription drugs
Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026

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EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AMZN, STLA, and more
Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters
President Trump unveils TrumpRx website for low-cost prescription drugs
Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026

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Audio Web Apple

Published 2026-02-05

Crypto crash continues

4 min

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Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)  

Show Notes
Stocks to buy amid the ‘software apocalypse’ – Wedbush
Spotify to sell physical books

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

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)  

Show Notes
Stocks to buy amid the ‘software apocalypse’ – Wedbush
Spotify to sell physical books

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Audio Web Apple

Published 2026-02-05

Alphabet’s growth comes with a capex bill

5 min

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Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

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Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

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Audio Web Apple

Published 2026-02-04

Washington Post announces sweeping layoffs

4 min

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The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)

Show Notes
Claude gets salts with ChatGPT over ads

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More description

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)

Show Notes
Claude gets salts with ChatGPT over ads

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Audio Web Apple

Published 2026-02-04

Bahama Breeze comes off Darden’s menu

5 min

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Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report

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Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report

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Audio Web Apple

Published 2026-02-03

PayPal CEO out, Disney succession set

3 min

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PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)

Show Notes
Pepsi boosts shareholder returns

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More description

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)

Show Notes
Pepsi boosts shareholder returns

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Published 2026-02-03

Palantir powers past expectations

6 min

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Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau

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Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau

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Audio Web Apple

Published 2026-02-02

Disney outlook casts a shadow

4 min

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Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)

Show Notes
January jobs report delayed

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

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)

Show Notes
January jobs report delayed

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Audio Web Apple

Published 2026-02-02

Cautious start for Wall Street

5 min

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Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg

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More description

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg

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Audio Web Apple

Published 2026-02-01

Warsh looms over jobs report

3 min

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Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)

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

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)

Show Notes
Earnings Calendar
Dividend Roundup

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

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Audio Web Apple

Published 2026-01-30

Wall Street Roundup: big name earnings

20 min

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Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)

Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group

Episode transcripts: seekingalpha.com/wsb

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More description

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)

Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group

Episode transcripts: seekingalpha.com/wsb

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Audio Web Apple

Published 2026-01-30

Trump picks Kevin Warsh as next Fed chief

4 min

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Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)

Show Notes
Miss the action? You can still bet on Fed chair

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

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Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)

Show Notes
Miss the action? You can still bet on Fed chair

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Published 2026-01-30

Fed chair pick—today?

4 min

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Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports

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Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports

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Audio Web Apple

Published 2026-01-29

Software selloff hits tech, markets

3 min

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Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)    

Show Notes
Altria outlines dividend strategy

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

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)    

Show Notes
Altria outlines dividend strategy

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Audio Web Apple

Published 2026-01-29

Big Tech lights up the premarket

5 min

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Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports

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More description

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports

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Audio Web Apple

Published 2026-01-28

Fed hits the pause button

4 min

View

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)  

Show Notes
Amazon cuts 16,000 jobs

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

More description

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)  

Show Notes
Amazon cuts 16,000 jobs

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Published 2026-01-28

ASML trims the ranks

5 min

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ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports

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More description

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports

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Audio Web Apple

Published 2026-01-27

UnitedHealth rout deepens

4 min

View

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)  
Show Notes
Silver taken over by meme traders?

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

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)  
Show Notes
Silver taken over by meme traders?

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Audio Web Apple

Published 2026-01-27

Meta takes another shot at subscriptions

4 min

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Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers' stocks, and more
Silver should be trading at half its price later this year – JPM’s Marko Kolanovic
Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site
Micron outlines $24B plan for new memory chip plant in Singapore

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More description

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers' stocks, and more
Silver should be trading at half its price later this year – JPM’s Marko Kolanovic
Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site
Micron outlines $24B plan for new memory chip plant in Singapore

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Published 2026-01-26

The biggest restaurant chain hits the states

5 min

View

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)

Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! 

Episode transcripts: seekingalpha.com/wsb

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The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026

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Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)

Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! 

Episode transcripts: seekingalpha.com/wsb

Show links: 
The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026

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Audio Web Apple

Published 2026-01-26

DHS standoff drives shutdown odds

5 min

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Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report

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Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report

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Published 2026-01-25

Megacaps vs. the Fed this week

4 min

View

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)  

Show Notes
Earnings Calendar
Dividend Roundup

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

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Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)  

Show Notes
Earnings Calendar
Dividend Roundup

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

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Audio Web Apple

Published 2026-01-23

Winter storm brewing, carts filling

5 min

View

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Friday: INTC, ISRG, and more
Amazon's another round of layoffs starts next week - report
Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return
Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT

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Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Friday: INTC, ISRG, and more
Amazon's another round of layoffs starts next week - report
Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return
Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT

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Published 2026-01-22

Rates rise on sticky inflation

3 min

View

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)  

Show Notes
BofA’s best ideas list
Register for Investing Experts Live: Top Ideas 2026

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

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Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)  

Show Notes
BofA’s best ideas list
Register for Investing Experts Live: Top Ideas 2026

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

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Audio Web Apple

Published 2026-01-22

Intel surges into earnings

4 min

View

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand

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Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand

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Audio Web Apple

Published 2026-01-21

Trump backs off Greenland tariffs

4 min

View

Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)  

Show Notes
Analysts defend Netflix amid underwhelming guidance
Register for Investing Experts Live: Top Ideas 2026

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

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Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)  

Show Notes
Analysts defend Netflix amid underwhelming guidance
Register for Investing Experts Live: Top Ideas 2026

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Published 2026-01-21

Berkshire may exit Kraft Heinz

5 min

View

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report

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Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report

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Published 2026-01-20

Netflix bids cash for Warner

5 min

View

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)  

Show Notes
Greenland means ‘buy tech’ - Wedbush
Register for Investing Experts Live: Top Ideas 2026

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 makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)  

Show Notes
Greenland means ‘buy tech’ - Wedbush
Register for Investing Experts Live: Top Ideas 2026

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

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Published 2026-01-20

Futures slip as trading resumes

5 min

View

Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025

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Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025

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Audio Web Apple

Published 2026-01-18

Trump tariffs loom over Davos summit

3 min

View

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

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

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Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

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

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Audio Web Apple

Published 2026-01-16

Power producers spark higher

6 min

View

Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks reduce headcount by most in nearly a decade - report
Tech earnings should be AI validation sign: Wedbush
Friday's Economic Calendar

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Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks reduce headcount by most in nearly a decade - report
Tech earnings should be AI validation sign: Wedbush
Friday's Economic Calendar

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Published 2026-01-15

TSMC, Lam Research spark early market rally

5 min

View

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Bank CEOs push back against Trump’s call for credit card interest rate cap 
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”
Trump holds off on critical minerals tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash

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Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Bank CEOs push back against Trump’s call for credit card interest rate cap 
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”
Trump holds off on critical minerals tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash

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Published 2026-01-14

Gold and silver hit new highs

4 min

View

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)  

Show Notes
Biggest hedge funds shorts

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

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Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)  

Show Notes
Biggest hedge funds shorts

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

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Published 2026-01-14

Saks Global’s luxury gamble fails

5 min

View

Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China's customs agents told not to allow Nvidia's H200 chips to enter country: report
UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update

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Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China's customs agents told not to allow Nvidia's H200 chips to enter country: report
UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update

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Audio Web Apple

Published 2026-01-13

CPI hits a sweet spot as earnings kick off

4 min

View

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)

Show Notes
Denny’s goes private

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

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)

Show Notes
Denny’s goes private

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Published 2026-01-13

Trump targets Iran trade with new tariffs

5 min

View

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant

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Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 
JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant

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Published 2026-01-12

Paramount presses Warner board

3 min

View

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)

Show Notes
Odds of Powell staying longer soar

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

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)

Show Notes
Odds of Powell staying longer soar

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

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Published 2026-01-12

Fed Chair Powell faces criminal investigation

6 min

View

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed investigation, denies rates motive
Gold, silver spike as Fed receives DOJ subpoenas
Move over TACO Trade, here come the Big MAC and TUNA Trades
Trump signals disapproval of Netflix-Warner Bros. deal

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More description

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed investigation, denies rates motive
Gold, silver spike as Fed receives DOJ subpoenas
Move over TACO Trade, here come the Big MAC and TUNA Trades
Trump signals disapproval of Netflix-Warner Bros. deal

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Published 2026-01-11

Big banks kick off earnings

4 min

View

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)

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

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

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

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Published 2026-01-09

Wall Street Roundup: Is everything priced in but normalcy?

17 min

View

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything

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More description

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything

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Published 2026-01-09

Tariffs on decision watch

5 min

View

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood 
GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
TSMC December revenue rises 20.4% year over year, slips from November

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Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood 
GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
TSMC December revenue rises 20.4% year over year, slips from November

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Published 2026-01-08

Apple Card gets a new bank

3 min

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JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)

Show Notes
Top stock picks for January’s ‘dash to trash’

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

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)

Show Notes
Top stock picks for January’s ‘dash to trash’

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

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Published 2026-01-08

Selloff to surge in defense

5 min

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Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says

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More description

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says

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Published 2026-01-07

GameStop CEO bets his pay on return to glory

4 min

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Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13) 

Show Notes
New GIFsentiment indicator gauges market mood

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

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13) 

Show Notes
New GIFsentiment indicator gauges market mood

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

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Published 2026-01-07

The memory trade

5 min

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Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records

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More description

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records

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Published 2026-01-06

Another quantum computing first

4 min

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D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)

Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?  

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

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)

Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?  

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

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Published 2026-01-06

DHS calls out Hilton over ICE

5 min

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Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary

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

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary

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

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Audio Web Apple