Wall Street Breakfast

Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34)      Show Notes Super Micro Computer rallies 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.

SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22)   Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: NFLX, SPCX, and more 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.

United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19)      Show Notes Oppenheimer’s top 50 Buy 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.

3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04)  Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: MMM, RAIL, and more 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.

Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29)      Show Notes Defensive stocks with Quality attributes 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.

Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09)  Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: INTC, SPCX, and more 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.

SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39) 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 Alpha at seekingalpha.com/subscriptions.

Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14)  Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: TSLA, CNS, and more  Southwest Airlines expands loyalty benefits, adds premium travel offerings 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's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24)      Show Notes Car dealerships grapple with delayed repairs 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.

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: RKLB, ERIC, and more 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.

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)      Show Notes Who’s doing the earnings heavy lifting? 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.

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: DELL, LQDA, ENVX and more SpaceX launches 35th NASA cargo mission with medical research to ISS 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 misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39).  Show Notes Pharma Bro back in government sights   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.

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: SIX, MU, and more Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring 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.

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)      Show Notes Drinks entrepreneur makes big Churchill Downs bet   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.

A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: CCC, BIIB, and more 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, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52)  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 Alpha at seekingalpha.com/subscriptions.

Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: HUM, SPCX, and more 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.

Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06)        Show Notes High growth and cash flow ROI discount 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.

The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: MRVL, APLD, and more 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.

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)      Show Notes Dan Ives’ top tech stocks for 2027 Webull’s reported China government ties 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.

Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ZIM, STZ, and more 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.

SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: FRSH, OPCH, CEG and more Google nears billion-dollar deal for nuclear power from Constellation - 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.

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: PTC, QCOM, and more Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO 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.

The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (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.

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17)  Episode transcripts: seekingalpha.com/wsb Show links:  Biggest stock movers Friday: NKE, SYNA, and more SpaceX launches Crew-13 mission to International Space Station 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.

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55) 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) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)  Episode transcripts: seekingalpha.com/wsb Show links:  Biggest stock movers Thursday: GOOG, INGN, and more Trump announces $500 rebates for nearly 1M Obamacare enrollees 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.

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube Show links:  Steven Cress' analysis Wall Street Breakfast with Steven Cress (TGT, BA, MU) Alpha Picks 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.

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: BA, PYXS, NOC, and more Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals Big tech CEOs sign off on Trump's 'super intelligence' safety accord DeepSeek unveils Huawei AI chip software to challenge Nvidia Wednesday’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.

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)      Show Notes Oura postpones IPO Study says compute demand needs to hit $6T 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.

A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)   Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SMMT, NVTS, and more Jobs and rents could shape the Fed's 2027 path AMD to acquire World Labs in $8.2B all-stock deal Top 4 Stocks For Q4: Buy The September Dip 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 poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)      Show Notes AI agents could cause a bank run just doing what they’re told 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.

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: GFI, NIO, and more Nvidia introduces open-source tool to boost AI security California Gov. Newsom signs bill restricting meme coins tied to public officials Michael Burry: Trump 'cannot afford' to let AI boom fail 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 and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)   Show Notes Micron Earnings: Bull Case and Bear Case 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 Alpha at seekingalpha.com/subscriptions.

Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - 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.

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)      Show Notes AI spending seen topping 3% of annual GDP 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's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: P, VKTX, MGM, and more McDonald's puts $8.5B behind its next big comeback  Hopes for a new Boeing-China deal fade - report Is DraftKings betting big on losing gamblers? 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.

Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)      Show Notes The U.S. golden credit card problem 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.

A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: WOR, VOYG, and more Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales Royal Caribbean to buy 50% stake in Sandals Resorts for $3B Novo eyes hair-loss market as Ozempic maker looks to diversify 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.

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)      Show Notes The sheer size of AI IPO dominance 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.

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19)  Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: UBS, VICR, and more 'Trump TV' debuts on YouTube as major networks suspend White House pool coverage Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ Dollar General CEO says even $100k earners shopping like bargain hunters 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.

Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)      Show Notes Bond market volatility a driver again 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.

Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: WBD, PSKY, and more Paramount may face $30M fine per missed film under settlement terms: Bloomberg N.Y. Yankees near deal giving Apollo 16% stake in storied franchise Oil supertanker shortage: Another risk for gas prices 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 and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03) Show Notes Trump polls to rebrand AI Journalists barred from White House 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 Alpha at seekingalpha.com/subscriptions.

It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12) 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.

Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: XENE, NUE, and more Jensen Huang says Nvidia will double chip volume next year amid strong AI demand Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report Amazon ordered to expand payment and eligibility threshold under Prime settlement 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.

Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05) Follow Steve on YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes! 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.

Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: GNRC, FLNC, and more SA Asks: What was the main takeaway from the FOMC's rate decision? China's Huawei sets 2027 launch for new AI chips as it targets Nvidia Trump orders block on Canadian goods for US federal contracts 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 Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)      Show Notes ‘Dose of accommodation’ removed: Warsh 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.

SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: INTC, VOD, and more Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown EU to propose social media restrictions for kids under 13 Retail traders chased cyber options but skipped the stocks 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.

A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)      Show Notes A history of good and bad tech predictions 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.

One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLAY, ENVA, and more U.S. has weapons in space, Air Force secretary confirms Chevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrived U.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decision 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.

Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06)      Show Notes Goldman update long duration 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 .

Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: AI, chip stocks, and more Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027 Michael Burry calls AI leaders’ slowdown push ‘self-serving’ AI, chip stocks fall as tech CEOs urge caution on development pace 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 Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17)   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 Alpha at seekingalpha.com/subscriptions.

Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: ORCL, ACVA, and more SpaceX signs $1 billion-a-month AI hosting deal DeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK Hynix It's September: Brace For Impact With Top Growth And Income Stocks 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.

PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58)    Show Notes This retro name is the fastest growing soft drink 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 .

A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: AVAV, AEO, and more FDA investigates salmonella outbreak linked to broccoli sprouts AI spending cools at biggest-spending firms as model wars intensify OpenAI’s rogue agents used at least 10 more sites for unauthorized comms: Reuters 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.

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)    Show Notes NASA wants ideas for moon living 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 .

Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43)  Episode transcripts seekingalpha.com/wsb. Show links:  Apple launch event: CEO Ternus' first big test Biggest stock movers Wednesday: LAC, TTAN, and more Anthropic researcher quits over AI safety fears, echoing other expert warnings US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data Qualcomm jumps as it teams with Amazon on next-gen AI data center 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.

Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19)    Show Notes Memory stocks breaking out, Goldman says 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 .

Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: ZIM, NVS, and more SA Asks: How concerned should investors be about surging global bond yields? Labor Day week has a nasty history for the S&P 500 Trump says he made ‘hundreds of billions’ on stocks for U.S. 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.

August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23)   Show Notes Does Trump want the dollar-loonie parity? 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 Alpha at seekingalpha.com/subscriptions.

Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: IOT, LULU, DSS and more Investment News Quiz - Friday, Sep. 4 What's shaping the geography of U.S. AI data centers? Elon Musk’s super PAC spends $800K on key Republican midterm races Oil trends toward biggest weekly gain since July; ING raises price forecast 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 targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59)    Show Notes The case for buying stocks when the Fed hikes Walmart delivering Dunkin’ 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.

An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. (02:32)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: SNOW, HPE, and more Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript Most shorted stocks on Wall Street PG&E teams up with Google, Tesla, Sunrun on Bay Area virtual power plant AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The Cure 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.

Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)    Show Notes SiriusXM gets a vote of confidence 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.

An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: DELL, CRDO, and more Michael Burry’s portfolio: How his bullish and bearish bets fared In August Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners 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.

Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01)    Show Notes William Blair’s latest stock Conviction 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.

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. (02:45)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: NVS, NIO, and more Apple’s $4.6T test: Can Ternus build what comes next? Trump says data center opponents could 'end up backwards and poor' Howmet slides after Elon Musk unveils SpaceX turbine-blade casting plan 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’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12)      Show Notes  Retail investor ready for a vacation from buy-the-dip 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, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. (01:49) 5 Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Energy stocks and more BOE chief warns G20 of AI threats to financial stability, equity markets Wealthy Americans turn to private life insurance for tax-free investing Nvidia's Quant Rating upgraded to Strong Buy after upbeat outlook 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.

August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56) Show Notes Cybercab unveil this 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 Alpha at seekingalpha.com/subscriptions.

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: PYPL, MRVL, and more U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios What will Warsh say at Jackson Hole if he doesn't offer guidance? Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir 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.

White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16)      Show Notes  “Grand Theft Auto 6” preview debuts on Netflix 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.

Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: NVDA, OKTA, and more What is Hugging Face? Russia prepares Ukraine escalation as talks collapse - report U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate 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 will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)      Show Notes  The big cost of seeing every NFL game 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.

Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: SYRE, INTU, SAP and more Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report DICK'S Sporting Goods plunges 31% after earnings miss AI mania makes room for the debasement trade 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 Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).    Show Notes United Airlines announces new international routes 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.

Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:19)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: BE, INTC, and more SpaceX plans first Nvidia-powered AI satellite launches for late 2027 Micron Technology dips 6% amid semiconductor selloff Meta eyes consumer AI agent launch in coming weeks, new AI model in October - 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.

Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49)      Show Notes The stocks hedge funds and mutual funds both love Burger bars booming in China 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’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: BABA, XPEV, and more Trump June stock disclosure: more than 1,000 trades, big in the VIG SA Asks: How concerned should Meta investors be about child safety lawsuits? Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports 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 put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33)   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 Alpha at seekingalpha.com/subscriptions.

Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: ROST, MSTR, and more Take the Investment News Quiz! U.S. to end summer blend gasoline requirement early in bid to help curb pump prices Gold could top $5,000 by next year, Morgan Stanley says Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B 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 cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)      Show Notes  Universities face a SpaceX windfall conundrum 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.

Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: Crypto stocks, WOLF, and more Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis' Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports Treasury's buyback expansion is not QE 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 moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51) Show Notes  Amazon drones coming to 500 more cities   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.

Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report California AG says case against Meta focuses on 'penalties and restitution,' not damages Investors should secure a chair before the music stops, BTIG 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.

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45) Show Notes Wendy's bringing back COO position Disney, ABC sue FCC, allege First Amendment violations Companies that could see the biggest AI productivity benefits - Goldman 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 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)     Show Notes Nike hits 12-year low, is a buy signal flashing? Trump approval hits term low 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 adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)      Show Notes Rebel Brands ice cream goes bankrupt Ferrari auctions for record $40M Space is now institutional asset 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.

Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: DSX, HIVE, and more Stripe is said to agree to buy OpenRouter for more than $7B Trump orders reduction in U.S.-South Korea military exercises Alphabet leads institutional holders in SpaceX post-IPO with $94B stake 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, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)   Show Notes Jane Street loses $15B in AI fund 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 Alpha at seekingalpha.com/subscriptions.

Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: AMAT, NU, and more U.S. to ramp up economic isolation of Iran, eyes indefinite naval blockade Goldman Sachs lines up investors for Nvidia’s $500B AI funding plan - report Ford to move production of some Lincoln models from China to US: Reuters 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's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29)      Show Notes If you stream it, they will view This stock is ‘what a boom top looks like’ – Michael Burry   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.

Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units. (2:07)     Show Notes Korean stocks are back in a bull market Legendary corporate raider bid for Caesars 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.

July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13)      Show Notes Machines will go ‘full tilt’ on gold at this 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.

A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: SMCI, CRWV, and more 'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development Who benefits as AI data centers create a power shortage? Oracle prepares plans for new round of layoffs this month - 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.

Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54)      Show Notes The K-shaped economy plot twist 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.

Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLUG, RKLB, and more Stocks are partying, and HSBC says the good times aren't over yet Hormuz risk premium: Who wins and loses in the tanker trade Intel upsizes stock offering to $20B, prices at $95 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.

GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39) Show Notes S&P dividend yield the lowest ever (see the chart) 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.

Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Critical-mineral stocks and more Trump signals economic pressure over new Iran strikes as Hormuz talks stall How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report TSMC monthly sales jump 45% as AI chip demand stays strong 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.

Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)       Show Notes Was the SpaceX IPO the speculative peak? Traders abandon a big bitcoin move 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.

Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09) Episode transcripts seekingalpha.com/wsb. Show links:  4 stocks to watch on Thursday: U, MRK, DDOG, and FISV U.S. announced job cuts drop to lowest monthly level in two years Jobless claims rise less than expected in past week 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.

JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35) Show Notes Meta joins the rogue AI crowd Trump is calling Fed’s Warsh – a lot 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.

A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum. (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump. (01:52) The latest twist in the AstraZeneca (AZN)-Bristol Myers (BMY) deal saga. (03:04) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more Private sector jobs growth slows more than expected in July: ADP jobs report Shopify skyrockets after posting +30% revenue and GMV growth Chipotle shares tumble after Minnesota links jalapeños to salmonella outbreak 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.

Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00)       Show Notes Samsung unveils next-gen AI memory Palantir short-sellers slammed    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.

Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and more Stocks to watch on Tuesday: CAT, SPOT, PFE & more The 60/40 portfolio is officially broken, Apollo 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.

Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09)       Show Notes Missouri to vote on no income tax Hershey biopic: the couple behind the Kiss   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.  

A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Wall Street climbs ahead of key earnings and labor data Biggest stock movers Monday: AMZN, BMY, BABA, and more Amazon rallies to all-time high as it powers past $3T market cap threshold 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 launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56)       Show Notes Hedge funds had a Situational Awareness Spidey sense Spiderman spins a record weekend 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.

SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (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 Alpha at seekingalpha.com/subscriptions.

Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: AAPL, AMZN, and more Musk calls report on Tesla China business sale 'absurdly fake news' Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and won Microsoft's earnings-fueled rally lifts shares above 200-day moving average Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase 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.

Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)     Show Notes What’s the central bank Maradona 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.

From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: META, MSFT, and more Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue Samsung sees AI-driven memory shortage lasting through 2028 Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters 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, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)     Show Notes Stocks tumble on inflation worries 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's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: F, CAR, and more Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale U.S. bans new foreign-made humanoid robots, power inverters 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 shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)      Show Notes Should SpaceX pay $480/share for Tesla? 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.

Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: APLD, CLS, and more FAA calls for Boeing 737 MAX inspection over incorrectly installed seats BuzzFeed jumps on plan to cut a third of workforce Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China 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 agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)      Show Notes Warner accuses Amazon of poaching employees 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.

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: AVGO, FBRX, oil companies, and more BofA sees August setting up as tough for stocks; dollar, gold favored Michael Burry ramps up chip shorts, holds TSLA and PLTR bets European rival to SpaceX seeks $300 million at $2 billion valuation: 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.

Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: INTC, SAP, and more Investment News Quiz - Friday, Jul. 24 Tesla's earnings slump leaves short sellers with over $9B in paper gains this year Stripe in talks to acquire AI startup OpenRouter for ~$10B - report Sandisk's price target cut at Susquehanna/ 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.

ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: TSLA, GOOG, NOW, and more Taco Bell leans on $1 enchirito to reverse tainted lettuce slump Alphabet's AI spending pushes free cash flow into the red for first time IBM's second-quarter miss hits lighter second time around 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.

Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more SpaceX faces massive share unlocks as investors brace for insider selling OpenAI models inadvertently hack Hugging Face system during cyber capability evaluation What will Tesla say during their next earnings call? – Kalshi 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's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: NBIS, ZION, and more Snap reaches settlement in social media addiction lawsuit -- report Crude oil prices haven't climbed as much as some expected in five months of war - why? TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei 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 FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: BABA, FRVO, and more Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5 Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices SA Asks: Are memory chipmakers building too much capacity? 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.

Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)   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 Alpha at seekingalpha.com/subscriptions.

SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: NFLX, SPCX, and more PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters Trump slams ABC, NBC for skipping live speech, calls for license revocation Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains 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 (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: TSM, EOSE, ASTS, and more Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates Trump considers high-stakes military escalation in Iran - report SA Asks: Should Disney get out of the streaming business? SpaceX short sellers notch $3.8B in mark-to-market 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.

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)      Show Notes Money managers say this is the most crowded 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 .

Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: PYPL, PNR, and more History smiles on S&P 500 after CPI signal, Jason Goepfert says Goldman Sachs raises $10B in high-grade bond sale - report Trump to headline defense summit in Pennsylvania 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 earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45) Show Notes  Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue Wonder: The 'Amazon of food' races toward an IPO Retail investors are selling winners and hunting for the next opportunity 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.

A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: TSEM, ERIC, and more Samsung explores potential U.S. ADR listing Tariff refunds push U.S. June budget deficit to $120B AstraZeneca inks $1.5B license deal for lung cancer drug 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 reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)      Show Notes SpaceX 'built to separate retail investors from their money' 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 .

Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32)  Wall Street is craving CAKE. (02:31) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: chip stocks and more SK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profits SpaceX sheds 35% from post-IPO peak one month after record debut Which companies reporting earnings this week show the strongest bullish signals? 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.

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)   Show Notes U.S. strikes Iran; Iran strikes Gulf countries 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 Alpha at seekingalpha.com/subscriptions.

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00) Show Notes: We're In (The Early Stages Of) A Bubble Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review) 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.

Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)     Show Notes Golden cross for Financials Polymarket wants margin trading   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.

Levi beat on revenue and profit. (00:13)  Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: AZN, AP, and more SK Hynix US listing said to be over seven times oversubscribed Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN Judge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings' 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. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: FCEL, BABA, and more Prediction markets see Nasdaq-100 rally cooling after AI surge South Korea's KOSPI enters bear market as AI selloff deepens Exxon Mobil signals higher Q2 earnings in boost from oil prices 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.

Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble Show Notes: How Much Further Will Gold And Silver Run? aNewFN 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.

Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: CRNX, RIVN, and more Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley An AI star is born 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's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Crypto stocks, TSLA, and more Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale OPEC+ approves another output increase as Hormuz reopening boosts supply outlook 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.

SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23) Show Notes Tesla limits employee AI use 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 Alpha at seekingalpha.com/subscriptions.

Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)      Show Notes Dan Ives exits Wedbush 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 .

Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: FIZZ, CANF, and more Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June 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 explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)      Show Notes William Blair Conviction List AOL public again (sorta) 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 heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: NKE, BE, and more Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce Nike's headline FQ4 beat not enough to win over Wall Street Which stocks fueled—and held back—the Nasdaq in Q2? 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.

Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)      Show Notes The AI pendulum has swung too far 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 .

Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: ABVX, AVAV, and more Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done' Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns 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.

NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)      Show Notes The biggest contributors to S&P earnings growth 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 .

South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: GME, BTI, and more Dutch World Cup fans discover America’s biggest attraction: Its suburbs DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ Bank of America sees summer stock market pullback before possible year-end rally 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.

June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)   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 Alpha at seekingalpha.com/subscriptions.

Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11) 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.

Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20)  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.

Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S. retailer. (2:39)      Show Notes Apple boosts price due to memory shortage 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) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029 Brain drain: Alphabet set to lose two more AI researchers, report says JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks 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.

Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11)      Show Notes World Cup boost not showing up in data 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 replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)     Show Notes Micron options point to big post-earnings move Biotechs at all-time high   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.

Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)      Show Notes Winners and losers in the yield curve 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 .

Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)     Show Notes SoftBank's Masayoshi Son rejects space-based data centers Google DeepMind Nobel laureate John Jumper jumps to Anthropic 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.

Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13) 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.

Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00) 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.

Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)      Show Notes Dollar hits highest level since May ‘25 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.

Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: INTC, RUM, SPRO and more Warsh the hawk is all talk, Pantheon says The Fed will have to raise rates later this year -- Steve Case SK Hynix ships samples of next-gen AI memory chips to major customers 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 delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10) Show Notes Fed Task Force Five Statement slashed Connect the dots? Not on Warsh’s watch  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) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: LZB, SPCX, and more U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report SpaceX is buying Cursor for $60B. What exactly is Cursor? Burgers, not bonds: what Americans really search for in business news 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.

Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)      Show Notes GDP in gold terms at century low 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.

Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: SPCX, QCOM, and more AI stocks with real revenue growth: Who's leading the pack? U.S. GDP in gold terms falls to more than century low Michael Burry touts Fiserv stock after CEO exit extends slump 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 gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX.  (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)      Show Notes Burgers, not bonds: what Americans really search for in business news 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.

Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)     Show Notes Anthropic scrambles to work with White House Does a Knicks championship mean a market top?   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.  

Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57) Show Notes World Cup of Stocks: which team is Nvidia? 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 Alpha at seekingalpha.com/subscriptions.

SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35) 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.

SpaceX (SPCX), a record rocket ride?  (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57)  Episode transcripts: seekingalpha.com/wsb Show links:  Biggest stock movers Friday: Space stocks, ADBE, and more Nasdaq-100 shakeup rewards winners, ejects laggards World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout World Cup of Stocks: Which team is Nvidia? Market Shifts From Risk On To Risk Off 3 Growth & Income Stocks To Buy + Steve Answers Your Questions 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) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers: ORCL, HUMA, and more Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns Palantir CEO warns AI firms are 'upsetting enterprise clients' now 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.

May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)      Show Notes Chewy results better than feared       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 Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years SpaceX IPO demand is approaching four times oversubscribed: Reuters OpenAI eyes massive $500B Ohio data center campus leased with Nvidia backing: report Take the survey: Where do you stand on the SpaceX IPO? 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.

Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17)      Show Notes Retail investors swap meme stocks for profit 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.

Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: APLD, QCOM, and more SpaceX set for early entry into MSCI indexes after IPO OpenAI confidentially files draft IPO to SEC one week after Anthropic Think this rally felt unusually fast? You're right Take the survey: Where do you stand on the SpaceX IPO? 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 jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49)      Show Notes AI picks World Cup winners and dark horses Jensen juices tech 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.

Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan. Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: NRIX, HON, and more Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang Strait of Hormuz to remain open but with transit fees, Iran envoy to Moscow quoted AI World Cup predictions: the machines love France 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.

SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13)   Show Notes Siri to star at Apple WWDC 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 Alpha at seekingalpha.com/subscriptions.

Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00) 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.

lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)   Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: LULU, DOCU, and more The summer box office blitz is starting to heat up CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO 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.

Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies restructure for AI. (1:44)      Show Notes The stocks poised to win the World Cup Bots top human internet traffic     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.

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CRWD, AVGO, and more Netflix explores voice AI, generative tech to cure 'content overload' frustration U.S. House of Representatives vote to restrict Trump's military actions in Iran Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead 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.

SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)      Show Notes Ford issues ‘do not drive’ advisory     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) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: GME, MRVL, and more Google just said it plans to spend $80B more on AI. Which companies might benefit? GameStop rallies after record Q1 operating income tally, new $2B buyback program Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build 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 CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)      Show Notes William Blair updates its Conviction 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.

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)    Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: HPE, MCHP, and more Microsoft Build: What to expect Damaged Blue Origin pad may not be restored until 2028, NASA official says McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A OpenAI sued by Florida over alleged AI harm 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 unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)   Show Notes Record IPO year at hand 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) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: TMHC, NVDA, and more At a glance: stocks gapping down premarket At a glance: stocks gapping up premarket SoftBank dethrones Toyota as Japan's most valuable company Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops Trump says Iran 'really wants to make a deal' as peace talks enter new month 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.

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58) 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 Alpha at seekingalpha.com/subscriptions.

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14)  Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03)  Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more Exxon, Chevron heads warn of higher oil prices amid falling inventories FAA says premium airline seats are causing certification delays Anthropic surpasses OpenAI as most valuable AI startup after raising $65B 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. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)      Show Notes Best Buy soars 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.

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: UMAC, SNOW, crypto, and more Associated Press plans to provide OpenAI with its US election results Trump files new $10B lawsuit against Wall Street Journal publisher Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses 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-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45)      Show Notes The physical economy muscles its way into the rally 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's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ZS, APPS, and more America’s trillion-dollar club just got bigger Goldman lifts S&P 500 target to 8,000 on robust earnings growth OpenAI's Altman realizes AI can't replace 'human part' of work Zscaler tumbles as mixed guidance outshines strong Q3 results 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 Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32) Show Notes The markets are doing the Fed’s job for it 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.