Wall Street Breakfast

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.

Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: Space stocks and more Don’t believe the GDPNow hype Taiwan overtakes India as world's fifth-largest stock market as TSMC surges China limits overseas travel for top AI talent at Alibaba, DeepSeek: 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.

Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26)   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.

As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, companies like United Airlines (UAL) Airbnb (ABNB) and Marriott (MAR) are betting late-breaking travel demand will still turn this summer into a winning season. Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: WDAY, ZM, and more RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript Host Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call Transcript Airbnb CEO Chesky says company aims to become ‘Amazon for services’ - 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.

U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B. (1:59)       Show Notes SpaceX says its market rivals total U.S. 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.

Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: INTU, APLD, and more Iran deal looks like a 30-day ceasefire extension - Eurasia Group Traders bet big on OpenAI beating Anthropic to IPO first OpenAI prepares to possibly file for IPO as soon as Friday: report JPMorgan to hire more AI specialists, fewer bankers, Dimon 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.

Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment. (1:29)       Show Notes Can NVDA learn from NVD.A? UK wants food price caps 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.

CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMC, RBLX, and more Meta Platforms begins new round of layoffs affecting ~8,000 employees Nvidia heads into earnings with largest short position in SPX: S3 Partners Tesla steps up 'urgent' FSD hiring in China amid rollout delays Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16)       Show Notes Best Income Ideas Online Summit 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 calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48) Episode transcripts seekingalpha.com/wsb. Show links:  Register Now: Best Income Ideas Online Summit  Biggest stock movers Tuesday: AGYS SEC eyes plan for trading tokenized versions of stocks on crypto platforms - report Samsung, union make concessions, but issues remain Lululemon slams its founder ahead of contested board vote Sign up for our 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 discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51)       Show Notes Best Income Ideas Online Summit 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.

NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52)  Episode transcripts seekingalpha.com/wsb. Show links:  Register Now: Best Income Ideas Online Summit  Biggest stock movers Monday: RAMP, D, and more Seven warning signs — and two positives — for the market: BTIG’s Krinsky Amazon faces consumer lawsuit over tariff-related price hikes SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan? Sign up for our 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 test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)   Show Notes Best Income Ideas Online Summit Options indicate GTA 6 pre-sale 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.

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts. Show Notes:  Best Income Ideas Online Summit  Alpha Picks Avoid S&P + Bonds, Buy Gold + Energy - George Noble 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.

Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20) Show Notes:  Best Income Ideas Online Summit  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.

POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350. (02:32) Episode transcripts seekingalpha.com/wsb. Show links:  Register Now: Best Income Ideas Online Summit  Biggest stock movers Friday: PZZA, TSM, and more Putin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP says SanDisk warns shareholders to reject below-market mini-tender offer from Tutanota Papa John's gains after report largest franchisee joins Irth in takeover bid Sign up for our 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 gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)       Show Notes Dunkin’ vs. Tim Hortons BlackRock’s fixed income playbook   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CSCO, DOCS, and more US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit Ford soars amid growing confidence that hyperscalers may use its energy storage business Sign up for our 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 posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)       Show Notes Wells Fargo’s playbook for market euphoria   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.

Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: LUNR, NXT, and more PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program' Qualcomm tumbles, leading semiconductor and AI stocks lower Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49)       Show Notes UK bond market faces off against another prime minister   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 says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLUG, HIMS, and more Silver surges to biggest gain since February; India's Modi asks citizens to pause gold buying Nvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegation Meta loses tussle in EU's top court over compensation to Italian publishers Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)       Show Notes Investor who called Nvidia in ’16 now likes ‘lifecording’ 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.

Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: MRNA, WEN, and more Did value meals kill the smashburger star? Ma Bell's history hints that AI could be recession-proof Trump administration proposes easier employer access to IVF benefits Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)     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.

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes:  SA Investing Community weighs in on Iran war Micron, AMD lead AI and chip stocks higher despite Middle East woes Know When To Hold 'Em And When To Fold 'Em 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.

Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/ Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: XYZ, TTD, NET, and more Federal trade court strikes down Trump's 10% global tariff Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one' US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)       Show Notes The market’s fatal conceit? Quantum company IonQ posts strong results   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 (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: SNAP, FSLY, and more Oil in red as market awaits Iran response; Trump sees swift end to war Microsoft mulls delaying energy vow amid data center boom: report 'Credit card spending is through the roof' - NEC's Hassett Sign up for our 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 reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00)       Show Notes Ryan Cohen says there’s no ‘urgency’ at eBay   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMD, SMCI, and more Anthropic inks $200B Google cloud, chip pact - report Novo Nordisk says oral Wegovy success to soften sales decline DeepSeek may be valued at $45B as China's Big Fund eyes investment - 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.

The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)       Show Notes Duolingo sinks on soft guidance UnitedHealth to slash prior authorizations   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.

Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: INTC, DUOL, and more Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports AI cloud providers gain ground as Micron makes lone jump among chip stocks Tesla’s FSD push in Europe hits roadblocks - 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.

AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)       Show Notes William Blair’s stock conviction list A history of Star Wars at the box office   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.

eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Crypto stocks and more Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw Bessent warns Americans should be concerned about AI threats to bank accounts Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’ Sign up for our 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 & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links:  Nasdaq crosses 25K for first time as tech stocks power gains Meta Platforms (META) Q1 2026 Earnings Call Transcript Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work 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.

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: TWLO, ROKU, RBLX, and more Senators ban themselves from betting in prediction markets Huawei expects AI chip sales to surge at least 60% in 2026: report U.S. seeks to deploy hypersonic missile for possible use against Iran - 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.

GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)       Show Notes Jobless claims hit lowest level since 1969 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) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ. (02:14) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: GOOG, META, QCOM, and more Nvidia B300 servers hit $1M price in China amid U.S. curbs - report U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)       Show Notes Why Powell says he’s staying   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.

Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)   Show Notes Seagate soars post-earnings Warsh passes first Fed chair vote   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 rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14) Show Notes Shell warns global crude supply disruption could drag into 2027 Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown Amazon Q1 preview: All eyes on AWS, capital spending 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.

UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)       Show Notes Will a wealth tax cause an AI bubble to pop? Semiconductors flash dot-com vibes 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.

Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)   Show Notes No cheap import autos for the U.S.? Bed, Bath & Beyond back from the grave   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.

Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)       Show Notes How are the top IPOs of ’25 faring?  OpenAI phone coming? 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.

Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)   Show Notes See what the S&P would look like with SpaceX, OpenAI and Anthropic China shuts down Meta deal     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.

Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26) Show Notes Trump safe after shooting at Correspondents Dinner 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.

Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: INTC, COUR, and more TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3% Spirit Airlines bailout? Trump says 'I think we'd just buy it' Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: 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.

Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)       Show Notes Magic: The Gathering levitates Hasbro stock 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.

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: IBM, QS, NOW, and more Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict QuantumScape sees increased demand outside of auto industry SpaceX may make its own GPUs amid AI push - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)       Show Notes Goldman says rally is getting harder to chase Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ADBE, GTLB, and more Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)       Show Notes Condom prices jumping because of Iran war The unlikely rally leader (not tech) 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) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: AMZN, LCID, and more SpaceX said to host three days of analyst meetings at Starbase, Colossus this week 'Big Short' investor Burry says sudden crash after record surge would be uncharted territory PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)       Show Notes Why it looks too soon to short 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.

Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Psychedelic stocks and more Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ Sign up for our 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 leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)   Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40) Show links:  U.S. stocks rise to new highs as the Strait of Hormuz is declared open Blue Owl Capital: Don't Believe The (Negative) Hype 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.

Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)     Show Notes Western states look to desalination amid Colorado River crisis A ‘reverse perfect storm’ coming this earnings season   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.

IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)       Show Notes Goldman’s top long duration 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.

Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)       Show Notes Microsoft climbs in historic multi-day rally Alibaba targets AI games and video Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  

President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)       Show Notes Credit spreads, banks signal ‘damage contained’   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)       Show Notes Power stocks with AI tailwinds   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

 Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52) Show Notes Dividend stocks with an attractive mix   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: REPL, BKR, and more Chinese rare earth producers hike prices by 44% for Q2 ‘Annoyance Economy’ costs U.S. households $165B a year, study finds Wall Street trading desks poised for $40B quarter amid geopolitical turmoil Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)   Show Notes Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17) Show links:  U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue Palantir declines, but Wedbush downplays any threat by Anthropic Investing Experts Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: SLP, TGLS, and more China AI firm reveals $92M of banned Nvidia chip servers: report Starmer “fed up” with volatile energy prices due to Putin, Trump Russia, Ukraine agree to ceasefire for Orthodox Easter Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: APLD, STAA, and more OpenAI plans retail IPO share allocation, CFO says Bessent flags urgency on crypto bill amid regulatory gaps Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: LEVI, SHEL, and more Iran, Oman to charge fees for Hormuz transit during ceasefire - report Shipowners eye escape for 800 vessels as Hormuz reopening looms More departures at The Trade Desk as three execs depart -- report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40) Show Notes Delta hikes baggage fees Benchmark’s Best Ideas List Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: HUM, UNH, and more Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner Goldman warns copper faces downside risk if Hormuz disruption persists Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)       Show Notes Credit default swap volumes hit record     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)   Show Notes Delta expected to report solid numbers Earnings Calendar  Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55) Show Notes Stocks hedge funds love to short McDonald’s makes big moves to win back value crowd   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)     Show Notes Artemis II moon mission     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)     Show Notes The biggest pain trades of Q1  Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20) Show links:  Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction Strait of Hormuz disruptions send global plastics prices soaring Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more Wall Street slides as Trump delays Iran energy strikes Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)     Show Notes Meta ties exec rewards to $9T valuation    Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)       Show Notes Citi’s negative ROE trend stocks Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)     Show Notes Citi’s top stocks for positive ROE trends   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46) Show Notes Stocks most neglected by hedge funds Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)     Show Notes Oil is the new Fed chair Stocks tumble as yields climb   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)    Show Notes Is the S&P good for diversification anymore? Amazon unveils 1-hour delivery   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09) Show Notes The 20 stocks hedge funds love to short Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)   Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10) Show Notes:  CPI read: Airfares jumped 7% in February even before the spike in oil prices Oracle targets rapid AI infrastructure expansion  Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54) Show Notes The 20 stocks hedge funds love the most Time to stop treating AI as a chatbot   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32) Show Notes The most ‘disconnected’ tech trade     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49) Show Notes Polymarket taps Palantir to help referee sports betting Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14) Show Notes Where are airlines hedged on jet fuel? Oil will delay global rate cut plans It’s Barbie’s birthday  Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)   Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)     Show Notes The AI doomsday is already here   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55) Show Notes Tesla whale backs Nvidia Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)      Show Notes The Jefferies AI Beneficiary Basket Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05) Show Notes The Jefferies AI Risk Basket Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50) Show Notes OpenAI says Anthropic not supply chain risk Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Show links:  There Is No Streaming War This Is A Stock Picker's Market Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26) Show Notes Jane Street now top holder of silver ETF Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.