Episodios

  • Xiaomi EVs power into profit

    Xiaomi EVs power into profit
    Nov 19 2025
    Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: PLUG, ON, and more
    'Relax,' selloff is just P&L protection - Nomura
    Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report
    Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios

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    6 m
  • Cloudflare outage hamstrings internet

    Cloudflare outage hamstrings internet
    Nov 18 2025
    Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)

    Show Notes
    Goldman’s best AI productivity stocks
    Why traders are watching this key S&P level

    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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    4 m
  • Bitcoin slides below $90K

    Bitcoin slides below $90K
    Nov 18 2025
    Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: OWL, AXTA, and more
    Nio's right-hand drive model Firefly enters production
    Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
    China books nearly million tons of U.S. soybeans after brief pause - report

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    6 m
  • Jeff Bezos creating AI startup

    Jeff Bezos creating AI startup
    Nov 17 2025
    Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)

    Show Notes
    Netflix 10-for-1 stock split goes into effect

    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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    3 m
  • Who leads Apple next?

    Who leads Apple next?
    Nov 17 2025
    Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: QUBT, XPEV, and more
    Hidden homeownership costs hit nearly $16,000 a year, Zillow says
    SA Asks: What happens if Trump's tariffs are ruled illegal?
    Boeing sees sharp increase in Patriot seeker deliveries

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    5 m
  • Nvidia: 'nuff said

    Nvidia: 'nuff said
    Nov 16 2025
    Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)

    Show Notes
    Earnings Calendar
    Dividend Roundup

    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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    4 m
  • Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

    Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears
    Nov 14 2025
    Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).

    Show links:
    Nasdaq turns selloff around amid valuation worries, big tech recovers
    Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
    Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
    AI Spending Surge, Contrarian Take On Tech Stocks

    Episode transcripts: seekingalpha.com/wsb

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    13 m
  • Merck talks send Cidara soaring

    Merck talks send Cidara soaring
    Nov 14 2025
    Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Take the quiz: Investment News Quiz - Friday, Nov. 14
    Biggest stock movers Friday: CDTX, AMAT, WBD, and more
    Fed's Kashkari did not back last rate cut, undecided on December - report
    Google proposes changes to adtech business after EU fine, but no asset breakup
    Blue Origin launches NASA's Mars mission, sticks booster landing for the first time

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    4 m