Episodes

  • Copper tariff is a big blow to EVs

    Copper tariff is a big blow to EVs
    Jul 14 2025
    Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)

    Show Notes
    Goldman’s out-of-consensus picks

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    5 mins
  • Musk not on board with xAI-Tesla tie-up

    Musk not on board with xAI-Tesla tie-up
    Jul 14 2025
    Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: Crypto stocks, and more
    Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
    Bitcoin soars past $120K for the first time
    'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

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    5 mins
  • Earnings season kicks off

    Earnings season kicks off
    Jul 13 2025
    Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

    Show Notes
    Earnings Calendar
    Dividend Roundup
    UBS top and bottom picks

    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.
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    5 mins
  • Wall Street Roundup: AI trade, market melt up

    Wall Street Roundup: AI trade, market melt up
    Jul 11 2025
    Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

    Show Notes:
    Nvidia hits $4 trillion market cap
    Netflix Is Still King
    Most Fed officials see rate cut as appropriate this year: FOMC minutes

    Episode transcripts: seekingalpha.com/wsb

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    11 mins
  • Bitcoin blasts past $117K

    Bitcoin blasts past $117K
    Jul 11 2025
    Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: Crypto stocks, and more
    Tesla applies to test robotaxis in Phoenix, Arizona - report
    Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
    Brazil tariff shock rattles Dutch Bros as coffee futures climb

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    5 mins
  • Meta spending like the Yankees

    Meta spending like the Yankees
    Jul 10 2025
    Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)

    Show Notes
    Disney+ adds more UK shows

    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.
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    5 mins
  • It’s a wrap

    It’s a wrap
    Jul 10 2025
    McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: KLG, DAL, and more
    Autodesk considers acquisition of software firm PTC: report
    Intel prices Mobileye share sale
    Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

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    6 mins
  • Copper retreats, crude oil gains

    Copper retreats, crude oil gains
    Jul 9 2025
    Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).

    Show Notes
    Copper retreats from record high, crude oil gains after EIA forecast
    U.S. stock futures inch higher as tariff updates remain in focus

    Episode transcripts: seekingalpha.com/wsb

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    7 mins