Afleveringen
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Mattel Studios will combine the toymakerâs movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)
Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?
Episode transcripts: seekingalpha.com/wsb
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Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)
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Biggest stock movers Tuesday: CRDO, BMBL, and more
U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
Toyota Industries receives take-private offer from Group companies
Huawei sets June 11 launch date for Pura 80 series smartphones
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Zijn er afleveringen die ontbreken?
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Meta intends to help brands create ad concepts with AI tools itâs developing. (0:15) Campbellâs says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)
Show Notes
New AI stock darling Nebius looks to raise cash
Morgan Stanley still bullish on U.S. exceptionalism
Episode transcripts: seekingalpha.com/wsb
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Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)
Episode transcripts seekingalpha.com/wsb.
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Samsung said to be close to wide-ranging deal with Perplexity for AI features
Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
China 'firmly rejects' Trump's accusation on Geneva trade deal breach
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Mayâs payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).
Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript
Episode transcripts: seekingalpha.com/wsb
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Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)
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Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in
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Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)
Show Notes
Now might be the time for this ultimate contrarian trade
Episode transcripts: seekingalpha.com/wsb
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Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidiaâs (NVDA) Huang: Chinaâs AI sector rapidly advancing without U.S. tech. (02:11)
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Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin
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Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum
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Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trumpâs $175B missile shield is said to face steep tech, budgetary challenges
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Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fedâs favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)
Show Notes
Earnings Calendar
The ticking fiscal time bomb
Episode transcripts: seekingalpha.com/wsb
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Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).
Show Notes:
Target Q1 Earnings Call Transcript
Tech Stocks - Focus On What Management Isn't Talking About
Episode transcripts: seekingalpha.com/wsb
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Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoftâs $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: WDAY, INTU, and more
Japan could trigger a âglobal financial market Armageddonâ â SG
Supreme Court preserves Fed independence, lets Trump shake up other agencies
Nuclear names surge as Trump set to sign orders to boost industry
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Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa Johnâs. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)
Show Notes
The most crowded hedge fund longs
Episode transcripts: seekingalpha.com/wsb
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Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: SNOW, URBN, and more
Microsoft files legal action against malware Lumma Stealer
Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal
Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation
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The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)
Show Notes
Man United bears rooting for Spurs
Episode transcripts: seekingalpha.com/wsb
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Trump unveils vision for $175B âGolden Domeâ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy: report. (03:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: PANW, TOL, and more
Elon Musk on robots, litigious shareholders, and AI
SA Asks: Can retailers afford to eat tariff costs?
Kraft Heinz considering strategic options to unlock value
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The lingerie companyâs board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)
Show Notes
Mickey Mouse joins F1
Episode transcripts: seekingalpha.com/wsb
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Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it âfrictions between friendsâ. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ASAN, ASPI, and more
Fed likely to stay in wait-and-see mode till at least September
Alphabet's Waymo cleared to expand robotaxi service in Bay Area
Intel mulls sale of networking and edge unit - report
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