Episodios

  • 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.

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    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

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    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
  • GLP-1s, Gen Z dent Jack Daniel’s sales

    GLP-1s, Gen Z dent Jack Daniel’s sales
    Jun 6 2025
    Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: TSLA, DOCU, and more
    Amazon set to test AI-powered humanoid robots for deliveries - report
    Rent the Runway's refreshed inventory lures in new shoppers
    DocuSign crashes as company lowers full-year billings guidance

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    5 m
  • Is Tesla losing a Trump premium?

    Is Tesla losing a Trump premium?
    Jun 5 2025
    Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)

    Show Notes
    ETF inflows surge

    Episode transcripts: seekingalpha.com/wsb
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    6 m
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