Wall Street Breakfast

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.

C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CRM, TTD, NTNX, and more Social media addiction trial: Plaintiff set to take the stand after therapist's testimony Trump administration to hold back $259M in Medicaid payments to Minnesota Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30) Tom Lee spies bottom in software stocks (3:20) Show links:  HP's EPS outlook challenged by memory headwinds, say analysts; stock falls Lowe's issues cautious FY26 outlook on housing market headwinds Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: FSLR, WDAY, and more Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior' Anthropic softens AI safety policy to stay competitive Trump administration explores requiring banks to collect citizenship data - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: HIMS, VIR, and more White House working on 15% tariff, timeline remains unclear: report Bayer sues Johnson & Johnson over prostate cancer drug claims IonQ in focus as quantum computing firm selected for Golden Dome contract Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: NVO, VNDA, and more OpenAI's Sam Altman: Idea of space data centers is ridiculous for now Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide Nvidia re-enters PC market with AI-powered laptop chips Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30) Episode transcripts: seekingalpha.com/wsb Show links:  The Art Of Being A Contrarian With Courage & Conviction Investing Steven Bavaria And Samuel Smith's Top Income Picks For 2026 This Is A Stock Picker's Market Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: OXY, DASH, and more GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms Shift away from EVs continues to cost Avis Budget Figma targets 30% revenue growth for 2026 as AI adoption accelerates Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37) Show Notes Goldman’s AI pair trades Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30) Episode transcripts: seekingalpha.com/wsb Show links:  Tech Tug Of War: Fear Vs. Greed Initial jobless claims were slightly higher than expected in past week Widening gap between CPI and PPI is what truly matters for the stock market – strategist Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38) Show Notes The big stealth rally that few noticed Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13) Show Notes Key levels frothy assets have to keep Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56) Show Notes Goldman Sachs Panic Index near ‘max fear’ Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)     Show Notes Wedbush adds two names to Ives AI 30 list     Super Bowl Indicator Leans Bullish Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)   Show Notes Chart of the week Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)   Show Notes Stocks to buy amid the ‘software apocalypse’ – Wedbush Spotify to sell physical books Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15) Show Notes Claude gets salts with ChatGPT over ads Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30) Show Notes Pepsi boosts shareholder returns Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00) Show Notes January jobs report delayed Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21) Show Notes Miss the action? You can still bet on Fed chair Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)     Show Notes Altria outlines dividend strategy Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)   Show Notes Amazon cuts 16,000 jobs Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: TXN, QRVO, and more Amazon reportedly sends premature layoff email to workers fearing big cuts SoftBank in talks to invest $30 billion more in OpenAI - report China said to greenlight first batch of Nvidia H200 chip imports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)   Show Notes Silver taken over by meme traders? Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)   Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  

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

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)   Show Notes BofA’s best ideas list Register for Investing Experts Live: Top Ideas 2026 Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)   Show Notes Analysts defend Netflix amid underwhelming guidance Register for Investing Experts Live: Top Ideas 2026 Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)   Show Notes Greenland means ‘buy tech’ - Wedbush Register for Investing Experts Live: Top Ideas 2026 Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)   Show Notes Biggest hedge funds shorts Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39) Show Notes Denny’s goes private Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29) Episode transcripts seekingalpha.com/wsb. Show links:  JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish Nvidia says no upfront payment needed for H200 chips SK Hynix to invest $13B in South Korean AI chip packaging plant Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13) Show Notes Odds of Powell staying longer soar Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.