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Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)
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Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more
Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029
Brain drain: Alphabet set to lose two more AI researchers, report says
JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks
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Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11)
Show Notes
World Cup boost not showing up in data
Episode transcripts seekingalpha.com/wsb.
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Saknas det avsnitt?
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Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)
Show Notes
Micron options point to big post-earnings move
Biotechs at all-time high
Episode transcripts: seekingalpha.com/wsb
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Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)
Show Notes
Winners and losers in the yield curve
Episode transcripts seekingalpha.com/wsb.
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Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)
Show Notes
SoftBank's Masayoshi Son rejects space-based data centers
Google DeepMind Nobel laureate John Jumper jumps to Anthropic
Episode transcripts: seekingalpha.com/wsb
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Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)
Episode transcripts: seekingalpha.com/wsb
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Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00)
Episode transcripts: seekingalpha.com/wsb
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Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)
Show Notes
Dollar hits highest level since May ‘25
Episode transcripts seekingalpha.com/wsb.
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Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: INTC, RUM, SPRO and more
Warsh the hawk is all talk, Pantheon says
The Fed will have to raise rates later this year -- Steve Case
SK Hynix ships samples of next-gen AI memory chips to major customers
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Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)
Show Notes
Fed Task Force Five
Statement slashed
Connect the dots? Not on Warsh’s watch
Episode transcripts seekingalpha.com/wsb.
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Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: LZB, SPCX, and more
U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report
SpaceX is buying Cursor for $60B. What exactly is Cursor?
Burgers, not bonds: what Americans really search for in business news
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Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)
Show Notes GDP in gold terms at century low
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Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)
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Biggest stock movers Tuesday: SPCX, QCOM, and more
AI stocks with real revenue growth: Who's leading the pack?
U.S. GDP in gold terms falls to more than century low
Michael Burry touts Fiserv stock after CEO exit extends slump
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Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX. (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)
Show Notes
Burgers, not bonds: what Americans really search for in business news
Episode transcripts seekingalpha.com/wsb.
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Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)
Show Notes
Anthropic scrambles to work with White House
Does a Knicks championship mean a market top?
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Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)
Show Notes
World Cup of Stocks: which team is Nvidia?
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)
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SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57)
Episode transcripts: seekingalpha.com/wsb
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Biggest stock movers Friday: Space stocks, ADBE, and more
Nasdaq-100 shakeup rewards winners, ejects laggards
World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout
World Cup of Stocks: Which team is Nvidia?
Market Shifts From Risk On To Risk Off
3 Growth & Income Stocks To Buy + Steve Answers Your Questions
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Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now
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May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)
Show Notes
Chewy results better than feared
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions. - Visa fler
