Episodios

  • China hits back with 125% tariffs

    China hits back with 125% tariffs
    Apr 11 2025
    China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Friday: NVS, JOBY, and more
    FDA to phase out animal testing requirement, adopt AI methods
    U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
    Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE

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    6 m
  • Amazon navigates trade war world

    Amazon navigates trade war world
    Apr 10 2025
    Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink, ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00)

    Show Notes
    Get DoorDash from a robot

    Episode transcripts: seekingalpha.com/wsb
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    7 m
  • TSMC revenue surges on pre-tariff rush

    TSMC revenue surges on pre-tariff rush
    Apr 10 2025
    TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: DJT, X, and more
    Google reiterates $75B spending plan for data centers amid tariff woes
    Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
    EU said to weigh buying more U.S. gas, but green transition still in focus

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    6 m
  • Stocks to the moon as Trump backs off trade war (except for China)

    Stocks to the moon as Trump backs off trade war (except for China)
    Apr 9 2025
    Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)

    Show Notes
    China boosts tariffs on U.S.

    Episode transcripts: seekingalpha.com/wsb
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    5 m
  • Easter spending to hop to $23.6B despite uncertainty

    Easter spending to hop to $23.6B despite uncertainty
    Apr 9 2025
    Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Wednesday: BTU, CALM, and more
    Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
    Trump says TSMC would face 100% tax if it doesn't build in U.S.
    Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs

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    6 m
  • Musk reportedly asked Trump to reverse tariffs

    Musk reportedly asked Trump to reverse tariffs
    Apr 8 2025
    Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12)

    Show Notes
    Apple Stores see iPhone ‘panic selling.’
    The Curious Case of Rising Treasury Yields
    Small-cap picks that can outperform

    Episode transcripts: seekingalpha.com/wsb
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    6 m
  • Medicare bump lifts insurers

    Medicare bump lifts insurers
    Apr 8 2025
    Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to 'fight to the end' against new U.S. tariffs, escalating the trade dispute. (02:38)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Tuesday: Health insurers stocks, and more
    Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
    Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
    BlackRock’s Fink sees ‘buying opportunity’ during market selloff

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    6 m
  • Bears and bulls battle it out in wild trading

    Bears and bulls battle it out in wild trading
    Apr 7 2025
    Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41)

    Show Notes
    Trump threatens 50% more tariffs on China
    MicroStrategy announces major digital loss

    Episode transcripts: seekingalpha.com/wsb
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    6 m