Episodios

  • Retail inflation shows little tariff impact

    Retail inflation shows little tariff impact
    Jun 11 2025
    CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)

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

    Episode transcripts: seekingalpha.com/wsb
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    7 m
  • Game On!

    Game On!
    Jun 11 2025
    Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)

    Episode transcripts seekingalpha.com/wsb.

    Show links:

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

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    6 m
  • Mark Zuckerberg assembling ‘superintelligence group’

    Mark Zuckerberg assembling ‘superintelligence group’
    Jun 10 2025
    The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)

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

    Episode transcripts: seekingalpha.com/wsb
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    4 m
  • UnitedHealth shops Latin American unit at deep discount

    UnitedHealth shops Latin American unit at deep discount
    Jun 10 2025
    UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: LMNR, NVO, and more
    Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
    Morgan Stanley is raising over $5 billion debt for Elon Musk's xAI - report
    Walt Disney closes deal to fully acquire Hulu

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    6 m
  • Warner Bros Discovery announces split

    Warner Bros Discovery announces split
    Jun 9 2025
    The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)

    Show Notes
    Shakeup coming in one of the biggest gold ETFs

    Episode transcripts: seekingalpha.com/wsb
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    4 m
  • Qualcomm to acquire Alphawave for $2.4B

    Qualcomm to acquire Alphawave for $2.4B
    Jun 9 2025
    Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39)

    Episode transcripts seekingalpha.com/wsb.

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

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    5 m
  • Inflation back on the Fed radar and expected to rise

    Inflation back on the Fed radar and expected to rise
    Jun 8 2025
    May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47)

    Show Notes
    Earnings Calendar
    Dividend Roundup

    Episode transcripts: seekingalpha.com/wsb
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    7 m
  • Wall Street Roundup: A tale of two Teslas

    Wall Street Roundup: A tale of two Teslas
    Jun 6 2025
    Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).

    Episode transcripts: seekingalpha.com/wsb

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

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    27 m
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