Episodes

  • UnitedHealth executive shot and killed
    Dec 4 2024
    UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)

    Show Notes
    South Korea is an important test for advanced economies
    Will a Santa Claus rally boost Wall Street this December?

    Episode transcripts: seekingalpha.com/wsb
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    7 mins
  • Political turmoil sends South Korean markets sliding
    Dec 4 2024
    South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: CRM, MRVL, and more
    TPG evaluates $1.5B sale of Crunch Fitness - Reuters
    Amazon goes all in on AI with GitLab and PagerDuty
    Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters

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    7 mins
  • AT&T predicts profit growth acceleration
    Dec 3 2024
    The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48)

    Show Notes
    Apple to deal with class action lawsuit in UK over App Store
    Small-cap momentum picks

    Episode transcripts: seekingalpha.com/wsb
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    7 mins
  • Super Micro clears misconduct cloud
    Dec 3 2024
    Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: ZS, SMCI, and more
    Scam? Parody? Sign of a top? Enron relaunches as a crypto play
    NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
    Amazon reveals new data center components to improve efficiency
    Intel board should consider 'radical change' with new CEO: analysts

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    6 mins
  • Intel CEO steps down in surprise move
    Dec 2 2024
    David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)

    Show Notes
    Most commodity prices to fall in 2025 from current levels

    Episode transcripts: seekingalpha.com/wsb
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    6 mins
  • Tavares exits as Stellantis sales slump
    Dec 2 2024
    Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: STLA, MNSO, and more
    Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
    SA Asks: Which retail stocks will win or lose this holiday season?
    VW workers set to begin walkouts on Monday over cutbacks

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    6 mins
  • Jobs report is make or break for Fed move
    Dec 1 2024
    Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)

    Show Notes
    Canada calls alleged Snowflake hacker 'a risk of danger' to public

    Episode transcripts: seekingalpha.com/wsb
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    5 mins
  • Black Friday: Online shopping riding high
    Nov 29 2024
    More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)

    Show Notes
    Disney's 'Moana 2' bashing Thanksgiving records
    3 “winners” vs. “losers” within consumer discretionary 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.
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    7 mins