Episodios

  • Shutdown freezes release, not data

    Shutdown freezes release, not data
    Oct 3 2025
    How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Take the Quiz: Investment News Quiz - Friday, Oct. 3
    Biggest stock movers Friday: AMAT, RUM, and more
    Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan
    YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact
    Google VP says company plans to spin off life sciences unit Verily: report

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    7 m
  • AOL back in the merger game

    AOL back in the merger game
    Oct 2 2025
    Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)

    Show Notes
    12 top takeover targets in tech
    Caterpillar emerges as the new AI play

    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
  • Half a trillion and counting

    Half a trillion and counting
    Oct 2 2025
    OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: RKT, STLA, and more
    Apple tables Vision Pro sequel to pursue smart glasses: report
    Trump holding off on pharma tariffs to negotiate more deals - report
    SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC

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    5 m
  • ADP steals spotlight and reports jobs losses

    ADP steals spotlight and reports jobs losses
    Oct 1 2025
    With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)

    Show Notes
    Nike up on turnaround enthusiasm
    Reddit slumps as ChatGPT citations drop
    China’s Golden Week kicks off

    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
  • Senate vote triggers government shutdown, data delays

    Senate vote triggers government shutdown, data delays
    Oct 1 2025
    U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Wednesday: LAC, NKE, and more
    S&P 500 clocks strongest Q3 performance since 2020
    UBS: U.S. lumber tariffs could add $8,900 to cost of building a home
    Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026

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    5 m
  • Spotify CEO hands over the reins

    Spotify CEO hands over the reins
    Sep 30 2025
    Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)

    Show Notes
    Is the labor market stronger than it seems?
    Wendy’s unveils Tendys

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    5 m
  • Weed stocks light up

    Weed stocks light up
    Sep 30 2025
    Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: UUUU, FLY, and more
    Trump’s Tariffs: Key announcements from September
    OpenAI's H1 revenue climbs 16% to $4.3 billion - report
    Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report

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    7 m
  • Hollywood gets the tariff treatment

    Hollywood gets the tariff treatment
    Sep 29 2025
    Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)

    Show Notes
    BMO embraces S&P 7,000 by year end

    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