Episodios

  • AI premium fades as staples surge

    AI premium fades as staples surge
    Feb 26 2026
    Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

    Show Notes
    Jane Street now top holder of silver ETF

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    4 m
  • C3.ai’s big miss

    C3.ai’s big miss
    Feb 26 2026
    C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: CRM, TTD, NTNX, and more
    Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
    Trump administration to hold back $259M in Medicaid payments to Minnesota
    Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
    Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

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    6 m
  • Microsoft, Nvidia, Uber back Wayve's $1.2B funding

    Microsoft, Nvidia, Uber back Wayve's $1.2B funding
    Feb 25 2026
    Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
    Tom Lee spies bottom in software stocks (3:20)

    Show links:
    HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
    Lowe's issues cautious FY26 outlook on housing market headwinds

    Episode transcripts: seekingalpha.com/wsb

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    4 m
  • UBS hikes private credit default view

    UBS hikes private credit default view
    Feb 25 2026
    UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: FSLR, WDAY, and more
    Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
    Anthropic softens AI safety policy to stay competitive
    Trump administration explores requiring banks to collect citizenship data - report

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    6 m
  • FedEx demands tariffs return to sender

    FedEx demands tariffs return to sender
    Feb 24 2026
    FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: HIMS, VIR, and more
    White House working on 15% tariff, timeline remains unclear: report
    Bayer sues Johnson & Johnson over prostate cancer drug claims
    IonQ in focus as quantum computing firm selected for Golden Dome contract

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    6 m
  • Futures slip amid renewed tariff-related uncertainty

    Futures slip amid renewed tariff-related uncertainty
    Feb 23 2026
    Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Monday: NVO, VNDA, and more
    OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
    Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
    Nvidia re-enters PC market with AI-powered laptop chips

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    6 m
  • Wall Street Roundup: Supreme Court Rules

    Wall Street Roundup: Supreme Court Rules
    Feb 20 2026
    Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)

    Episode transcripts: seekingalpha.com/wsb

    Show links:
    The Art Of Being A Contrarian With Courage & Conviction Investing
    Steven Bavaria And Samuel Smith's Top Income Picks For 2026
    This Is A Stock Picker's Market

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    14 m
  • Carvana drops despite higher sales

    Carvana drops despite higher sales
    Feb 19 2026
    Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: OXY, DASH, and more
    GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
    Shift away from EVs continues to cost Avis Budget
    Figma targets 30% revenue growth for 2026 as AI adoption accelerates

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    5 m