Wall Street Breakfast

President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)       Show Notes Credit spreads, banks signal ‘damage contained’   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.

Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: GTLB, AVGO, and more GameStop to launch its digital trading card platform on April 15 Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gains 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.

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)       Show Notes Power stocks with AI tailwinds   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.

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: BE, GSAT, and more Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days What happens when AI becomes sentient? Google hired a philosopher to find out Meta set to overtake Google in digital ad revenues for the first time 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.

 Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52) Show Notes Dividend stocks with an attractive mix   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.

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 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.

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.

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) Show links:  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 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.

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 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.

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 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.

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 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.

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.

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 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.

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)       Show Notes Credit default swap volumes hit record     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.

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: SLNO, TWLO, and more S&P 500 “up 80% of the time” in April over 20 years SA Asks: What's next for Tesla following a tepid EV deliveries report? Writers Guild, studios strike tentative deal to avert another Hollywood shutdown 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.

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)   Show Notes Delta expected to report solid numbers Earnings Calendar  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.

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55) Show Notes Stocks hedge funds love to short McDonald’s makes big moves to win back value crowd   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.

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: RC, CLDX, and more Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report No deal yet? Trump readies new tariffs on select drugmakers - report Stocks hedge funds love to short 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.

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)     Show Notes Artemis II moon mission     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.

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: NKE, BYND, and more Trump to address nation Wednesday on Iran as U.S. signals exit Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200 Constellation Energy tops S&P 500 losers after no news on power deals for data centers Nike slides 9% after issuing soft guidance during its earnings call 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.

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)     Show Notes The biggest pain trades of Q1  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.

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers: SPCE, MKC, and more Unilever, McCormick near merger to create global food giant Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’ Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure 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.

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: ORGN, RKLB, and more BofA strategist sees weak stocks and bonds, strong dollar into Q2 Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings Suspicious trades around Trump policy moves raise insider concerns 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.

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14) Show Notes Earnings Calendar 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.

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20) Show links:  Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction Strait of Hormuz disruptions send global plastics prices soaring Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more Wall Street slides as Trump delays Iran energy strikes 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.

Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: U, VERI, and more Trump’s signature to appear on U.S. currency, a first for a sitting president OpenAI ad pilot crosses $100M annualized revenue mark in six weeks Pentagon weighs sending up to 10,000 more troops to the Middle East: report 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.

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: OLPX, SMCI, and more Trump team reportedly exploring implications of oil reaching $200 per barrel Iran said to draft bill to impose fees for transit through Strait of Hormuz Super Micro faces lawsuit alleging securities fraud tied to China sales 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.

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)     Show Notes Meta ties exec rewards to $9T valuation    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.

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ARM, KBH, and more Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says OpenAI plans to discontinue its video generation app Sora Foreign phone shipments in China slump 7.7% in February: report 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.

Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)       Show Notes Citi’s negative ROE trend stocks 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.

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: CLB, OTLK, and more OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report Crude climbs on supply worries after Iran rejects U.S. negotiation claims 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.

Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)     Show Notes Citi’s top stocks for positive ROE trends   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.

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: SNPS, SMCI, and more SA Asks: What can Congress do to protect Social Security benefits? SA Asks: What happens if the Social Security fund runs dry? Palantir's AI system Maven to be used as core US military system: report 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.

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15) Show Notes Earnings Calendar 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.

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: FDX, SMCI, TGNA and more Investment News Quiz The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report Bezos raising $100B to buy industrial firms and upgrade them with AI: report 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.

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46) Show Notes Stocks most neglected by hedge funds 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.

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: MU, FIVE, and more U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack SEC approves Nasdaq plan for tokenized stock trading and settlement Pop Mart moves Labubu to big screen with Sony Pictures team-up 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.

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)     Show Notes Oil is the new Fed chair Stocks tumble as yields climb   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.

What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: DOCU, LULU, and more Microsoft may challenge Amazon-OpenAI $50B deal - report Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond SEC issues its interpretation of how securities laws apply to crypto assets 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.

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)    Show Notes Is the S&P good for diversification anymore? Amazon unveils 1-hour delivery   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.

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: BYND, LNSR, and more OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC Big tech carbon credit buys soar as AI race heats up, led by Microsoft 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.

Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09) Show Notes The 20 stocks hedge funds love to short 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.

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: META, MU, gold stocks, and more Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth Peter Thiel is said to host private Rome conference on Antichrist Alibaba plans to launch enterprise-focused AI agent as soon as this week - report 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.

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)   Show Notes Earnings Calendar 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.

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10) Show Notes:  CPI read: Airfares jumped 7% in February even before the spike in oil prices Oracle targets rapid AI infrastructure expansion  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.

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: ADBE, ULTA, and more News Quiz: Friday, Mar. 13 Apple cuts App Store commission fees in China to 25% More tariffs? U.S. launches new trade probes into 60 economies over forced labor Retail jolt: Amazon plans to move Prime Day into June for the first time 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.

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54) Show Notes The 20 stocks hedge funds love the most Time to stop treating AI as a chatbot   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.

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: PATH, BMBL, and more U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs Intel shareholder sues over 10% stake deal with U.S. government - report The 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran war 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.

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32) Show Notes The most ‘disconnected’ tech trade     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.

Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ORCL, AVAV, and more Microsoft backs Anthropic in legal fight over Pentagon blacklisting Starboard Value takes $350M activist stake in CarMax: report OpenAI reportedly plans to launch Sora video AI in ChatGPT 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.

AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49) Show Notes Polymarket taps Palantir to help referee sports betting 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.

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: HPE, RAIL, and more Iran says oil blockade will persist until attacks end JPMorgan sees 10% S&P 500 pullback on heightened war concerns Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back? 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.

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14) Show Notes Where are airlines hedged on jet fuel? Oil will delay global rate cut plans It’s Barbie’s birthday  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.

G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Airline stocks and more S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports The effect of rising crude prices on global GDP Is Putin the big winner in the Iran conflict? Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark 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.

Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)   Show Notes Earnings Calendar 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.

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00) 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.

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)     Show Notes The AI doomsday is already here   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.

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: AVGO, VEEV, and more Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis Morgan Stanley to cut about 3% of workforce across key divisions 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.

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55) Show Notes Tesla whale backs Nvidia 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.

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: MRNA, GTLB, and more Superintelligence push: Meta said to create applied AI engineering organization Firearm demand continues its five-year downtrend in the U.S. OpenAI eyeing contract with NATO, defends Pentagon deal: report 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.

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)      Show Notes The Jefferies AI Beneficiary Basket 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.

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLUG, MDB, and more Paramount’s debt cut to junk status after Warner Bros. deal Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikes MongoDB crashes amid mixed guidance, executive shakeup 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.

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05) Show Notes The Jefferies AI Risk Basket 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.

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights Khamenei betting frenzy triggers backlash, scrutiny of prediction markets Quant check: Defense stocks volatile on rising U.S.-Iran tensions 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.

What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50) Show Notes OpenAI says Anthropic not supply chain risk Earnings Calendar 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.

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Show links:  There Is No Streaming War This Is A Stock Picker's Market Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) 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.

Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: NFLX, XYZ, DELL, and more Citigroup to launch Bitcoin integration into core banking later this year Meta inks yet another AI chip deal, this time with Google - report ASML says next-gen chipmaking tool ready for high-volume production: report 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.

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 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.

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. Show links:  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 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.

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 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.

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 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.

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 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.

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. Show links:  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 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.

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 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.

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 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.

SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: PANW, NYT, and more Lagarde said to weigh quitting ECB before her term ends Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS 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.

Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: ZIM, CMPS, and more Apple adds integrated video podcasts, taking on Spotify and YouTube Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt Goldman Sachs to drop DEI criteria for its board, WSJ reports SpaceX to compete in Pentagon contest for autonomous drone tech - report 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.

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37) Show Notes Goldman’s AI pair trades Earnings Calendar 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.

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30) Episode transcripts: seekingalpha.com/wsb Show links:  Tech Tug Of War: Fear Vs. Greed Initial jobless claims were slightly higher than expected in past week Widening gap between CPI and PPI is what truly matters for the stock market – strategist 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.

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks. Episode transcripts seekingalpha.com/wsb. Show links:  Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats 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.

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38) Show Notes The big stealth rally that few noticed 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.

McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CSCO, FSLY, QS, and more House votes to end Canada tariffs as six Republicans defy Trump Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion 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.

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13) Show Notes Key levels frothy assets have to keep 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.

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: HOOD, NET, and more OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report Musk’s xAI loses second co-founder in two days as Jimmy Ba departs 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.

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56) Show Notes Goldman Sachs Panic Index near ‘max fear’ 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.

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: ON, CRDO, and more Cisco introduces AI networking chip Amazon said to pitch AI content marketplace to publishers OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers 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.

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)     Show Notes Wedbush adds two names to Ives AI 30 list     Super Bowl Indicator Leans Bullish 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.

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38)  Episode transcripts seekingalpha.com/wsb. Show links:  The Super Bowl indicator returns as Wall Street’s superstition China urges banks to curb U.S. Treasury exposure - report Elon Musk: SpaceX prioritizes building city on moon over Mars As the dollar goes, so go Trump's approval ratings - BofA 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.

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)   Show Notes Chart of the week Earnings Calendar 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.

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Show Notes: President Trump unveils TrumpRx website for low-cost prescription drugs Bitcoin and software stocks have been more correlated in the last months Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: AMZN, STLA, and more Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters President Trump unveils TrumpRx website for low-cost prescription drugs Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026 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.

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)   Show Notes Stocks to buy amid the ‘software apocalypse’ – Wedbush Spotify to sell physical books 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.

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: QCOM, GOOG, and more Rare earth stocks sink as Trump administration floats tariffs to implement price floor Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report Nike faces U.S. probe for alleged DEI-related discrimination against white workers 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.

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15) Show Notes Claude gets salts with ChatGPT over ads 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.

Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMD, SMCI, and more Group of BP investors seeks proof that shift to oil and gas will bring value Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report Bitcoin-led crypto selloff wipes out nearly $468B in market value - report 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.

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30) Show Notes Pepsi boosts shareholder returns 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.

Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLTR, TER, and more Alphabet's Waymo valued at $126B in latest funding round India's stock market rallies as investors cheer U.S. trade deal Uber reenters Chinese market after years, starting with Macau 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.

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00) Show Notes January jobs report delayed 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.

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: ORCL, crypto stocks, and more Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner Ford, Xiaomi deny report on EV partnership talks Disney nears naming parks head D'Amaro as next CEO - Bloomberg 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.

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00) Show Notes Earnings Calendar 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.

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30) Show Notes: Trump picks Kevin Warsh as new Fed Chair Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down The Mag 7 are no longer trading as a unified group Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21) Show Notes Miss the action? You can still bet on Fed chair 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.

Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: SNDK, TSLA, and more Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports 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.

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)     Show Notes Altria outlines dividend strategy 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.

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: MSFT, META, TSLA, and more Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports Nvidia CEO says Chinese government yet to clear H200 imports 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.

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)   Show Notes Amazon cuts 16,000 jobs 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.

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: TXN, QRVO, and more Amazon reportedly sends premature layoff email to workers fearing big cuts SoftBank in talks to invest $30 billion more in OpenAI - report China said to greenlight first batch of Nvidia H200 chip imports 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.

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)   Show Notes Silver taken over by meme traders? 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.

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: Health insurers' stocks, and more Silver should be trading at half its price later this year – JPM’s Marko Kolanovic Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site Micron outlines $24B plan for new memory chip plant in Singapore 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.

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40) Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27!  Episode transcripts: seekingalpha.com/wsb Show links:  The world's largest restaurant chain made its U.S. debut AppLovin in focus as Needham upgrades on back of bullish data USA Rare Earth jumps after confirming U.S. government takes equity stake Morgan Stanley’s 10 predictions for investing in 2026 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.

Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58) Episode transcripts seekingalpha.com/wsb. Show links:  Investing Experts Live: Top Ideas for 2026 Biggest stock movers Monday: USAR, RVMD, and more Winter storm forces most flight cancellations since pandemic Deep freeze knocks Texas energy and industrial operations offline Samsung Nears Nvidia Certification for HBM4 AI Memory - report 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.

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)   Show Notes Earnings Calendar 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.  

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01) Episode transcripts seekingalpha.com/wsb. Show links:  Investing Experts Live: Top Ideas for 2026 Biggest stock movers Friday: INTC, ISRG, and more Amazon's another round of layoffs starts next week - report Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT 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.

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)   Show Notes BofA’s best ideas list Register for Investing Experts Live: Top Ideas 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.

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: DDOG, BABA, and more Apple starts Lunar New Year discounts in China, up to 1,000 yuan Trump administration to offer states deals to host nuclear waste - Reuters Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand 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.

Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)   Show Notes Analysts defend Netflix amid underwhelming guidance Register for Investing Experts Live: Top Ideas 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.

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: NFLX, UAL, and more Key takeaways from Netflix earnings: Stock dips despite beat OpenAI unveils Stargate community plan to keep energy costs in check Alibaba joins hands with China’s top nuclear firm to power AI expansion - report 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.

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)   Show Notes Greenland means ‘buy tech’ - Wedbush Register for Investing Experts Live: Top Ideas 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.

Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34) Episode transcripts seekingalpha.com/wsb. Show links:  Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace' OpenAI CFO says ARR hits above $20B in 2025 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.

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53) Show Notes Earnings Calendar 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.

Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: MU, CEG and more Investing Experts Live-Top Ideas for 2026 France warns U.S. against Greenland seizure as Europe sends troops to island U.S. megabanks reduce headcount by most in nearly a decade - report Tech earnings should be AI validation sign: Wedbush Friday's Economic Calendar 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.

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13) Episode transcripts seekingalpha.com/wsb. Show links:  Bank CEOs push back against Trump’s call for credit card interest rate cap  Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless” Trump holds off on critical minerals tariffs Elon Musk's xAI blocks Grok from undressing images after global backlash 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.

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)   Show Notes Biggest hedge funds shorts 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.

Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: INTC, WRD, TVTX, and more U.S. formally clears Nvidia H200 AI chip exports to China with some conditions China's customs agents told not to allow Nvidia's H200 chips to enter country: report UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update 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.

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39) Show Notes Denny’s goes private 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.

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29) Episode transcripts seekingalpha.com/wsb. Show links:  JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish Nvidia says no upfront payment needed for H200 chips SK Hynix to invest $13B in South Korean AI chip packaging plant 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.

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13) Show Notes Odds of Powell staying longer soar 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.

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Credit card firms, SNCY, WMT and more Trump says he knows nothing about Fed investigation, denies rates motive Gold, silver spike as Fed receives DOJ subpoenas Move over TACO Trade, here come the Big MAC and TUNA Trades Trump signals disapproval of Netflix-Warner Bros. deal 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.

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53) Show Notes Earnings Calendar 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.

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 Show links:  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 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.

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. Show links:  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 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.

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.

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. Show links:  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 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.

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.

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. Show links:  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 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.

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.

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. Show links:  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 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.

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34) Show Notes Steve Cress’ Top Stocks for 2026 – sign up today Howard Marks on an AI bubble Manchester United sack another manager       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.

Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Crypto stocks, MANU, and more Precious metals gain as Venezuela developments fuel safe-haven demand J.P. Morgan's top income stock picks for 2026 What does 2025's best asset have in common with a top-grossing movie? 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.

Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34) 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.

Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29) Episode transcripts seekingalpha.com/wsb. Show links: Top Stocks 2026 Biggest stock movers Friday: BIDU, NIO, and more What analysts are predicting for 2026 Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut Take the news quiz 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

What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12) Show Notes All J.P. Morgan’s stock picks for 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.

Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity. Episode transcripts seekingalpha.com/wsb. Show links:  Top Stocks 2026 January: Chinese AI lab DeepSeek rattles Silicon Valley  February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs  March: What's next for quantum computing stocks? April: Trump announces tariffs May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment June: Trump, Musk in public spat over spending bill July: Westinghouse plans to build 10 large nuclear reactors August: Trump moves to fire Fed Governor Lisa Cook September: Google not required to sell Chrome in antitrust remedy ruling October: Bureau of Labor Statistics to shut down during government shutdown November: Michael Burry to shut down hedge fund December: Cannabis stocks selling off as Trump signs rescheduling order 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.

SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02) Show Notes Is silver in a bubble? Quant vs. Analyst Steve Cress’ Top Stocks for 2026 – sign up today 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.

Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass SA Asks: Would SpaceX stock be a good investment? Silver slammed in biggest one-day drop since 2021, gold also plunges Samsung wins annual U.S. approval for chipmaking tool shipments to China - report 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.

Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11) Show Notes Evercore’s top internet stock for 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.

Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Coupang, Sable Offshore Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace Silver is now the third most valuable asset in the world SA Asks: What's the best silver play right now for investors? SA Asks: What's the best gold play right now for investors? 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.

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop. Episode transcripts seekingalpha.com/wsb. Show links:  Top Stocks 2026 Jack Bowman-Bowman Capital Management Investment News Quiz - Friday, Dec. 26 Tariffs: Latest news and analysis 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.

BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: DVAX, NKE, and more Bessent sees GDP jump leading to increased hiring, 'large paychecks' One of the biggest comeback stories in the retail sector is a secondhand clothes seller Sanofi to buy Dynavax for $15.50 per share 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.

Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: ZIM, NVO, and more The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated Ryanair Holdings shares surge 55%, leading European airline stocks in 2025 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.

Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18) Show Notes Things that WON’T Happen in 2026 Steve Cress’ Top Stocks for 2026 – sign up today       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.

Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: ABVX, RKLB, and more Italy's antitrust body fines $115 million for Apple's dominant position 'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel James Grant says his best stock pick of 2025 may still be cheap 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.

After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36) Show Notes Top tech picks for 2026 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.

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Show links:  Micron signals further gross margin expansion as AI-driven demand strains supply into 2026 Tesla stock scales a new record high for the first time in nearly a year Ford's ESS strategy could generate as much as $5B in additional revenue 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.

TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28) Episode transcripts seekingalpha.com/wsb. Show links:  Top Stocks 2026 Biggest stock movers Friday: NNE, CORZ, NKE and more Sony to take over Snoopy, Peanuts franchise for $457M NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement JPMorgan spotlights 11 tech stocks to watch out for in 2026 Take the news quiz 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.

Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21) Show Notes Top 10 market risks for 2026 Steve Cress’ Top Stocks for 2026 – sign up today       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.

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: MU, LULU and more U.S. approves $11.1 billion arms sales to Taiwan House passes Republican healthcare bill without extending ACA subsidies Instacart stock falls on report of FTC probe over AI pricing tool 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.

Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17)  Episode transcripts seekingalpha.com/wsb. Show links:  Top Stocks 2026 Biggest stock movers Wednesday: MU, NFLX, PLCE and more US prepares new Russia sanctions if Putin rejects peace deal - report Years-long bear market coming for gold and silver, analyst Gilburt predicts Nvidia plans $1.5B server farm in Israel - Calcalist 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.

Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49) Show Notes One million driverless Teslas by 2035? Steve Cress’ Top Stocks for 2026 – sign up today       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.

Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more Tesla directors won over $3 billion in stock awards - Reuters Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave Trump sues BBC over speech edit in documentary, seeks $10B in damages 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.

Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18) Show Notes Goldman’s catch-up stocks for 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.

Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)     Show Notes Hedge funds are piling into commodities 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.

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25). Show Notes AI stocks sink on Broadcom, Oracle worries Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC 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.

Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)     Show Notes Oracle's plunge wipes out $25B from Larry Ellison's net worth   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.

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04) Show Notes Lilly’s next-gen weight-loss drug meets endpoints 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.

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)         Show Notes Paramount’s Ellison makes his case to shareholders   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.    

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00).  Show Notes: FOMC cuts interest rate for third straight meeting, but dissents grow Semiconductor stock action varies widely in active day for sector Nvidia And The H200 Landscape; Broadcom's Strategic Positioning 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.  

Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)         Show Notes Elon Musk wouldn’t do DOGE again JPMorgan bank head sees ‘fragile’ economy 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.  

Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50) Show Notes Goldman’s 39 sweet spot consumer stocks Home Depot cautious on ‘26 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.  

President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)         Show Notes Deere drops as Trump calls for lower farm equipment prices   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.

Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29) Show Notes Is Trump’s falling approval ratings a signal to buy midcap stocks? 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.

IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)     Show Notes What’s the best data central stock 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.

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42) Show Notes  Earnings Calendar 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.

Netflix (NFLX) deal to buy Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00). Show Notes Core PCE inflation inches down to +2.8% Y/Y in September, as expected 9 out of 10 companies deliver EPS wins this week Life After Mag 7 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.

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)     Show Notes HP Enterprise tumbles on weak server sales 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.

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55) Show Notes Top 5 risks for 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.

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37) Show Notes Paramount ups Warner breakup fee 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.

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27) Show Notes Stocks crushed by the K Air taxis coming to Miami Pure Storage plunges     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.

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)     Show Notes Has silver come too far too fast?   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.

OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37) Show Notes Once-in-a-generation opportunity in quality stocks Old Lady of Threadneedle Street weighs in on AI risks 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 .

Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)     Show Notes Marvell looking to buy Celestial AI 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.

New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00). Show Notes:   U.S. stocks turn lower, crypto falls while yields rise at the start of December 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.    

Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11) Show Notes  Accenture now calling employees 'reinventors'   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.    

Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35) Show Notes Swiss shoot down 50% inheritance tax Earnings Calendar 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.

Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season? Episode transcripts seekingalpha.com/wsb. Show links:  Jack Bowman | Seeking Alpha Take the quiz: Investment News Quiz - Friday, Nov. 28 Biggest stock movers Friday: BITF, and more E-commerce sales surged in October amid generative AI push and heavy promotions 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.

Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13) Show Notes 3D printed chicken? 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 .

HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: DELL, HPQ, and more 'Rush Hour 4' in the works after Trump's push to revive series Italy's antitrust body expands probe against Meta over WhatsApp AI tools OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report 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.

Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17) Show Notes The 2025 turkeys 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 .

Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: NVDA, ZM, and more Initial Q3 GDP estimate to be released right before Christmas Fed study sees tariffs lowering inflation then boosting it Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600 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.

The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36) Show Notes Chip stocks surge 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 .

Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: PONY, MP, and more SA: What are the best defensive stocks right now? Salesforce CEO Marc Benioff has a 'Holy S---' AI moment Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival 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.

Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16) Show Notes 50 stocks that mean the most to hedge funds Earnings Calendar 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.

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20). Show Notes Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices Why the September jobs report will lead to more tariff cuts Wall Street rebounds after the prior day’s volatile downturn 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.

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16) Episode transcripts seekingalpha.com/wsb. Show links:  Take the news quiz: Investment News Quiz - Friday, Nov. 21 Biggest stock movers Friday: GAP, ESTC, and more Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026 Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan 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.

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21) Show Notes This bond action could signal the end of the equity bull market   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.

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: NVDA, PANW, and more Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook China considers aggressive new stimulus to rescue property sector amid financial system fears - report Meta's chief AI scientist Yann LeCun announces departure to start his own firm 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.

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: PLUG, ON, and more 'Relax,' selloff is just P&L protection - Nomura Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios 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.

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37) Show Notes Goldman’s best AI productivity stocks Why traders are watching this key S&P level     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 .

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: OWL, AXTA, and more Nio's right-hand drive model Firefly enters production Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8% China books nearly million tons of U.S. soybeans after brief pause - report 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.

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05) Show Notes Netflix 10-for-1 stock split goes into effect     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 .