Episodios

  • Wall Street Roundup: Is everything priced in but normalcy?

    Wall Street Roundup: Is everything priced in but normalcy?
    Jan 9 2026
    America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).

    Episode transcripts: seekingalpha.com/wsb

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    Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
    Trump shared some December jobs data hours before official release
    Innovative Industrial Properties: Leverage (For A REIT) Is Everything

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    18 m
  • Tariffs on decision watch

    Tariffs on decision watch
    Jan 9 2026
    Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)

    Episode transcripts seekingalpha.com/wsb.

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    Take the news quiz
    Biggest stock movers Friday: TLRY, AXTI, and more
    Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood
    GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
    TSMC December revenue rises 20.4% year over year, slips from November

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    6 m
  • Apple Card gets a new bank

    Apple Card gets a new bank
    Jan 8 2026
    JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)

    Show Notes
    Top stock picks for January’s ‘dash to trash’

    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
  • Selloff to surge in defense

    Selloff to surge in defense
    Jan 8 2026
    Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: Defense stocks, and more
    Nvidia seeks full upfront payment for H200 AI chips in China - report
    Samsung projects threefold increase in profit on AI boom
    Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says

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    5 m
  • GameStop CEO bets his pay on return to glory

    GameStop CEO bets his pay on return to glory
    Jan 7 2026
    Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13)

    Show Notes
    New GIFsentiment indicator gauges market mood

    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
  • The memory trade

    The memory trade
    Jan 7 2026
    Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)

    Episode transcripts seekingalpha.com/wsb.

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    Top 10 Stocks for 2026
    Biggest stock movers Wednesday: VTYX, MBLY, and more
    GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
    Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
    China's central bank extends gold-buying streak to 14 months as prices hit records

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    6 m
  • Another quantum computing first

    Another quantum computing first
    Jan 6 2026
    D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)

    Show Notes
    Odds of U.S. annexing Panama Canal shoot up
    The biggest stock surprise of 2026?

    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
  • DHS calls out Hilton over ICE

    DHS calls out Hilton over ICE
    Jan 6 2026
    Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Tuesday: ZETA, MCHP, and more
    AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
    Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
    U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary

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    5 m
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