Episodios

  • Flight cuts deepen on fuel shock

    Flight cuts deepen on fuel shock
    Apr 13 2026
    Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: REPL, BKR, and more
    Chinese rare earth producers hike prices by 44% for Q2
    ‘Annoyance Economy’ costs U.S. households $165B a year, study finds
    Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

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    6 m
  • Earnings season begins as Trump threatens Hormuz blockade

    Earnings season begins as Trump threatens Hormuz blockade
    Apr 12 2026
    Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)

    Show Notes
    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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    3 m
  • Wall Street Roundup: risk on/risk off

    Wall Street Roundup: risk on/risk off
    Apr 10 2026
    Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)

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    U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
    Palantir declines, but Wedbush downplays any threat by Anthropic
    Investing Experts

    Episode transcripts: seekingalpha.com/wsb

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    17 m
  • AI alarm hits Wall Street

    AI alarm hits Wall Street
    Apr 10 2026
    Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: SLP, TGLS, and more
    China AI firm reveals $92M of banned Nvidia chip servers: report
    Starmer “fed up” with volatile energy prices due to Putin, Trump
    Russia, Ukraine agree to ceasefire for Orthodox Easter

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    5 m
  • STAAR prelims signal upside

    STAAR prelims signal upside
    Apr 9 2026
    STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: APLD, STAA, and more
    OpenAI plans retail IPO share allocation, CFO says
    Bessent flags urgency on crypto bill amid regulatory gaps
    Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report

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    5 m
  • Markets pop on peace hopes

    Markets pop on peace hopes
    Apr 8 2026
    Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: LEVI, SHEL, and more
    Iran, Oman to charge fees for Hormuz transit during ceasefire - report
    Shipowners eye escape for 800 vessels as Hormuz reopening looms
    More departures at The Trade Desk as three execs depart -- report

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    5 m
  • Quantum computer fever cooling

    Quantum computer fever cooling
    Apr 7 2026
    Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)

    Show Notes
    Delta hikes baggage fees
    Benchmark’s Best Ideas List

    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
  • Insurers pop on Medicare rate hike

    Insurers pop on Medicare rate hike
    Apr 7 2026
    Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: HUM, UNH, and more
    Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
    The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
    Goldman warns copper faces downside risk if Hormuz disruption persists

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    5 m