Episodios

  • CAVA slides on sales miss

    CAVA slides on sales miss
    Aug 13 2025
    CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: CRWV, INTA, and more
    Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’
    Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report
    AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ

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    7 m
  • CPI arrives in line as core inflation trends up

    CPI arrives in line as core inflation trends up
    Aug 12 2025
    The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)

    Show Notes
    Citi boosts its S&P target

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    6 m
  • Trump picks EJ Antoni for BLS top job

    Trump picks EJ Antoni for BLS top job
    Aug 12 2025
    Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: Pot stocks, BBAI, and more
    China urges firms not to use Nvidia's H20 chips, Bloomberg reports
    Trump signals openness to Nvidia selling scaled-back Blackwell to China
    Archer Aviation Q2 loss widens

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    6 m
  • Audiences return to theaters

    Audiences return to theaters
    Aug 11 2025
    AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)

    Show Notes
    The best sectors for tactical investors

    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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    5 m
  • U.S. companies absorb tariff hit

    U.S. companies absorb tariff hit
    Aug 11 2025
    U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: Crypto stocks, AI, and more
    Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes
    Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ
    Palantir’s record run tests investor faith as valuation soars to S&P 500 peak

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    5 m
  • Inflation expected to tick up

    Inflation expected to tick up
    Aug 10 2025
    The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)

    Show Notes
    Earnings Calendar
    Dividend Roundup


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    5 m
  • Trump nominates adviser Miran to Fed

    Trump nominates adviser Miran to Fed
    Aug 8 2025
    Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32)

    Show Notes
    The Trade Desk shares get hammered
    Intel CEO reaffirms commitment to the company

    Episode transcripts: seekingalpha.com/wsb
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    6 m
  • Eli Lilly shares hammered

    Eli Lilly shares hammered
    Aug 7 2025
    Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)

    Show Notes
    Warner Bros. Discovery mixed results

    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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    6 m