Episodios

  • Sony rallies on semi spin-off buzz
    Apr 30 2025
    Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM) to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping. (01:50)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: SBUX, SMCI, and more
    General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk
    Fed's preferred inflation gauge expected to cool further in March
    Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk

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    6 m
  • White House blasts idea of listing tariff costs
    Apr 29 2025
    Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)

    Show Notes
    Morgan Stanley’s quality stocks to double down on
    Hims & Hers soars on Wegovy deal

    Episode transcripts: seekingalpha.com/wsb
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    8 m
  • Trump set to ease auto tariff impact
    Apr 29 2025
    Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview: Eyes on international sales amid tariff uncertainties. (02:23)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: NXPI, BP, and more
    Canada election: Carney's Liberals win as Trump threats fuel party's comeback
    Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide
    Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model

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    7 m
  • New bitcoin fund aims for institutions
    Apr 28 2025
    The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)

    Show Notes
    Chinese tea chain
    Chagee launches in U.S,
    Más Menos
    5 m
  • Huawei preps AI chip to challenge Nvidia: report
    Apr 28 2025
    Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: TM, AMPY, and more
    Big Tech faces high-stakes earnings week amid tariff jitters
    Trump ties tariffs to potential tax cuts for middle-income earners
    Shein is said to raise U.S. prices up to 377% with new tariffs looming

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    5 m
  • Apple, Microsoft, Meta and Amazon, oh my
    Apr 27 2025
    Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)

    Show Notes
    Earnings Calendar
    Dividend Roundup

    Episode transcripts: seekingalpha.com/wsb
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    6 m
  • Earnings dominating but don't sleep on economic data
    Apr 25 2025
    Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30).

    Episode transcripts: seekingalpha.com/wsb

    Show links:
    Netflix Q1 Earnings Call Transcript
    Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
    Trump Playing Chicken With The World?

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    11 m
  • High costs ground summer travel plans
    Apr 25 2025
    Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: GOOG, INTC, and more
    China mulls exempting select U.S. goods from 125% tariffs - report
    Alphabet CEO signals personal ownership optionality for Waymo robotaxis
    Apple to shift assembly of all US iPhones to India by 2026 - report

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    6 m
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