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Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)
Show Notes:
We're In (The Early Stages Of) A Bubble
Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review)
Episode transcripts: seekingalpha.com/wsb
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Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)
Show Notes
Golden cross for Financials
Polymarket wants margin trading
Episode transcripts: seekingalpha.com/wsb
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Saknas det avsnitt?
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Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: AZN, AP, and more
SK Hynix US listing said to be over seven times oversubscribed
Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN
Judge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'
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U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: FCEL, BABA, and more
Prediction markets see Nasdaq-100 rally cooling after AI surge
South Korea's KOSPI enters bear market as AI selloff deepens
Exxon Mobil signals higher Q2 earnings in boost from oil prices
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Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble
Show Notes:
How Much Further Will Gold And Silver Run?
aNewFN
Transcripts: seekingalpha.com/wsb
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Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: CRNX, RIVN, and more
Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
An AI star is born
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Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Crypto stocks, TSLA, and more
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
OPEC+ approves another output increase as Hormuz reopening boosts supply outlook
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SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)
Show Notes
Tesla limits employee AI use
Episode transcripts seekingalpha.com/wsb.
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Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)
Show Notes
Dan Ives exits Wedbush
Episode transcripts seekingalpha.com/wsb.
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Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: FIZZ, CANF, and more
Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring
Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report
Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June
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Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)
Show Notes
William Blair Conviction List
AOL public again (sorta)
Episode transcripts seekingalpha.com/wsb.
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Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?
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Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)
Show Notes
The AI pendulum has swung too far
Episode transcripts seekingalpha.com/wsb.
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Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns
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NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)
Show Notes
The biggest contributors to S&P earnings growth
Episode transcripts seekingalpha.com/wsb.
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South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: GME, BTI, and more
Dutch World Cup fans discover America’s biggest attraction: Its suburbs
DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ
Bank of America sees summer stock market pullback before possible year-end rally
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June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)
Episode transcripts: seekingalpha.com/wsb
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Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20)
Episode transcripts: seekingalpha.com/wsb
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Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S. retailer. (2:39)
Show Notes
Apple boosts price due to memory shortage
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions. - Visa fler
