Episodes

  • U.S probes ArcelorMittal’s claim of patent violation by Vinfast

    U.S probes ArcelorMittal’s claim of patent violation by Vinfast
    May 21 2024
    U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers today: PANW, GOTU, and more
    Bank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is pricey
    Hims & Hers surges on cheap compounded versions of semaglutide
    Full 180? Ether surges on report of SEC's sudden progress on spot ETF filings

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    7 mins
  • Target cutting prices on 5,000 items

    Target cutting prices on 5,000 items
    May 20 2024
    Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shrimp hastens Red Lobster bankruptcy. (4:05)

    Show Notes
    Nvidia in focus as Barclays, Stifel boost price targets ahead of Q1 results
    The name Magnificent 7 needs to be retired - Goldman

    Episode transcripts seekingalpha.com/wsb
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    6 mins
  • Oil on watch as Iranian president dies, Saudi king treated

    Oil on watch as Iranian president dies, Saudi king treated
    May 20 2024
    Oil on watch as Iran president's death confirmed; Saudi king treated for lung infection. (00:28) China sanctions Boeing (BA) unit, two other U.S. defense firms over Taiwan arms sales. (01:39) Minnesota lawmakers approve minimum pay deal for Uber, Lyft drivers. (03:06)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: Mining stocks, LI and more
    SEC unlikely to green-light spot ether ETFs this week
    Earnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and more
    SA Roundtable: Are Eli Lilly and Novo Nordisk overvalued?

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    7 mins
  • Big week for AI as Nvidia reports

    Big week for AI as Nvidia reports
    May 19 2024
    Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59)

    Show Notes
    Dividend Roundup
    Earnings Calendar

    Episode transcripts seekingalpha.com/wsb
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    7 mins
  • Where Fed is likely to go and what that means for equities

    Where Fed is likely to go and what that means for equities
    May 18 2024
    Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.

    Episode transcripts

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    Historic week ends with S&P above 5,300, Dow scaling 40K for the first time ever
    S&P 500 Earnings Season Suggest A Dire 2024 Forecast
    Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’

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    16 mins
  • Reddit surges on OpenAI partnership

    Reddit surges on OpenAI partnership
    May 17 2024
    Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) slashes dividend by 80% to fund restaurant overhaul. (02:44)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: RDDT, CBRL, and more
    AI investing: UBS lists stocks providing exposure to turbocharged AI investment cycle
    Neuralink looking for second participant for Telepathy cybernetic brain implant
    Under Armour's 18-mo reset timetable is too long - analyst

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    7 mins
  • AT&T strikes deal with AST SpaceMobile

    AT&T strikes deal with AST SpaceMobile
    May 16 2024
    AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to refinance debt. (03:49)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: CSCO, CB, and more
    Winners and losers from the latest retail sales report
    Netflix discloses ad-supported plan tops 40M users
    Palo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customers

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    7 mins
  • Inflation eases back

    Inflation eases back
    May 15 2024
    April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08) Goldman screens for best option plays. (5:11)

    Show Notes
    Cathie Wood sells over 300K shares of Jack Dorsey’s Block this week

    Episode transcripts seekingalpha.com/wsb
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    6 mins