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Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies restructure for AI. (1:44)
Show Notes
The stocks posed to win the World Cup
Bots top human internet traffic
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Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)
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Biggest stock movers Thursday: CRWD, AVGO, and more
Netflix explores voice AI, generative tech to cure 'content overload' frustration
U.S. House of Representatives vote to restrict Trump's military actions in Iran
Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead
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Saknas det avsnitt?
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SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)
Show Notes
Ford issues ‘do not drive’ advisory
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Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: GME, MRVL, and more
Google just said it plans to spend $80B more on AI. Which companies might benefit?
GameStop rallies after record Q1 operating income tally, new $2B buyback program
Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build
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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.
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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.
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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)
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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
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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
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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)
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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
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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.
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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.
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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
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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.
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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.
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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
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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
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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)
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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. - Visa fler
