Episodes

  • East Coast port strike starts Tuesday

    East Coast port strike starts Tuesday
    Sep 30 2024
    East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: Chinese stocks, and more
    Stocks to watch amid the threat of a major East Coast port strike this week
    Israel downgraded by Moody's as war weighs on economy
    Economic growth, interest rates to dictate quality factor in stocks, Goldman says

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    6 mins
  • Do jobs or profits rule the week?

    Do jobs or profits rule the week?
    Sep 29 2024
    Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)

    Show Notes
    Earnings Calendar
    Stocks with the highest consensus of expected ROE growth

    Episode transcripts: seekingalpha.com/wsb
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    5 mins
  • Bristol-Myers wins FDA nod for novel antipsychotic

    Bristol-Myers wins FDA nod for novel antipsychotic
    Sep 27 2024
    Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)

    Episode transcripts seekingalpha.com/wsb.

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    Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
    U.S. and Intel could close $8.5B chip funding by year-end - report
    Intel said to rebuff approach by Arm Holdings for product unit

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    5 mins
  • Micron renews AI chip enthusiasm

    Micron renews AI chip enthusiasm
    Sep 26 2024
    Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)

    Show Notes
    Buy Tesla call options ahead of two October catalyst events - Goldman
    Durable goods orders come in flat in August; core number rises more than forecast

    Episode transcripts: seekingalpha.com/wsb
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    6 mins
  • OpenAI eyes restructure, Murati exits

    OpenAI eyes restructure, Murati exits
    Sep 26 2024
    OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: MU, ARMK, and more
    Vistra passes Nvidia to become S&P 500's top gainer this year
    Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
    Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays

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    7 mins
  • American ISPs targeted by new hacker group

    American ISPs targeted by new hacker group
    Sep 25 2024
    China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50)

    Show Notes
    The Top Five short crowded stocks in each sector
    The Top Five long crowded stocks in each sector

    Episode transcripts: seekingalpha.com/wsb
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    6 mins
  • Stitch Fix sinks after Q4 sales drop, gloomy outlook

    Stitch Fix sinks after Q4 sales drop, gloomy outlook
    Sep 25 2024
    Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
    Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
    Caroline Ellison sentenced to 24 months in prison over FTX collapse
    DOJ adds AI risks in guidance to evaluate company compliance programs

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    7 mins
  • China acts to jumpstart its economy

    China acts to jumpstart its economy
    Sep 24 2024
    Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)

    Show Notes
    Stocks that benefit from a softer labor market
    Snap taps Google’s Gemini AI for Snapchat's chatbot

    Episode transcripts: seekingalpha.com/wsb
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    6 mins