Episodes

  • BC unplugs Tesla from charger rebates

    BC unplugs Tesla from charger rebates
    Mar 14 2025
    British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Friday: DOCU, PTON, and more
    Trump to invoke wartime law as soon as Friday to fast-track deportations - report
    Morgan Stanley’s top quality stocks to own for the long term
    S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023

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    6 mins
  • The faster you go down, the sooner you hit bottom

    The faster you go down, the sooner you hit bottom
    Mar 13 2025
    Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).

    Episode transcripts: seekingalpha.com/wsb

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    S&P on track to end in correction territory, Nasdaq slumps more than 2%
    February sees surge in short interest for crypto stocks led by MSTR, COIN

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    4 mins
  • Intel names familiar face to lead

    Intel names familiar face to lead
    Mar 13 2025
    Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: INTC, ADBE, and more
    SentinelOne tumbles as weak guidance overshadows Q4 results
    EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
    Budweiser APAC mulls job cuts to reduce costs by 15% - report

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    5 mins
  • Inflation party wraps up early

    Inflation party wraps up early
    Mar 12 2025
    CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)

    Show Notes
    Nvidia's GTC can't come fast enough

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    6 mins
  • Google revisits AR with fresh set of eyes

    Google revisits AR with fresh set of eyes
    Mar 12 2025
    Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Wednesday: GRPN, MOMO, and more
    TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
    Musk pledges to double Tesla’s U.S. production amid support for Trump
    Roche, Zealand Pharma enter $5.3B license deal for obesity treatment

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    5 mins
  • Nuclear reactors are Google's next stop

    Nuclear reactors are Google's next stop
    Mar 11 2025
    Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)

    Show Notes
    Is this the market bottom?

    Episode transcripts: seekingalpha.com/wsb
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    6 mins
  • Oracle dips despite backlog growth

    Oracle dips despite backlog growth
    Mar 11 2025
    Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: DAL, TSLA, and more
    SA analysts mixed on when stocks will rebound following sell-off
    Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
    Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms

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    6 mins
  • Markets on full recession alert

    Markets on full recession alert
    Mar 10 2025
    Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)

    Show Notes
    Has the government forgotten what a real recession is?

    Episode transcripts: seekingalpha.com/wsb
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    6 mins