Episodes

  • Wall Street Roundup: The fog of tariffs

    Wall Street Roundup: The fog of tariffs
    May 30 2025
    Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).

    Show Notes:
    Wall Street ekes out gain, bonds rally after weak GDP data
    Costco outpaces Walmart and Target again in the U.S.
    Salesforce Q1 Earnings Call Transcript

    Episode transcripts: seekingalpha.com/wsb

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    29 mins
  • Big tech, big rulings, big rebounds

    Big tech, big rulings, big rebounds
    May 30 2025
    Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: MRVL, PATH, GAP, and more
    Costco outpaces Walmart and Target again in the U.S.
    SEC ends legal battle with top crypto exchange Binance
    Nvidia, Dell to provide new supercomputer to US Department of Energy
    Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in

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    6 mins
  • How Trump can bring back tariffs

    How Trump can bring back tariffs
    May 29 2025
    Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)

    Show Notes
    Now might be the time for this ultimate contrarian trade

    Episode transcripts: seekingalpha.com/wsb
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    6 mins
  • Judges Check Trump’s Trade Authority

    Judges Check Trump’s Trade Authority
    May 29 2025
    Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: NVDA, AI, and more
    U.S. pauses exports of airplane engine tech to China - report
    Google starts direct online sales in India of Pixel smartphones
    Tesla eyes June 12 as the launch date for its robotaxi service in Austin

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    6 mins
  • Shein reportedly aims for Hong Kong debut

    Shein reportedly aims for Hong Kong debut
    May 28 2025
    Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: OKTA, BOX, and more
    SpaceX's Starship loses control mid-flight, 30 minutes after launch
    Texas governor signs law mandating age verification on Apple and Google app stores
    Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum

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    6 mins
  • Tesla sales tumble in Europe

    Tesla sales tumble in Europe
    May 27 2025
    Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: INFA, PRTA, and more
    Trump says US Steel will remain under American control with Nippon deal
    SA Asks: What are the best robotaxi stocks right now?
    Trump’s $175B missile shield is said to face steep tech, budgetary challenges

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    6 mins
  • Nvidia earnings look make or break for market

    Nvidia earnings look make or break for market
    May 25 2025
    Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)

    Show Notes
    Earnings Calendar
    The ticking fiscal time bomb

    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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    8 mins
  • Wall Street Roundup: retail earnings, Reddit volatility, AI momentum

    Wall Street Roundup: retail earnings, Reddit volatility, AI momentum
    May 23 2025
    Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).

    Show Notes:
    Target Q1 Earnings Call Transcript
    Tech Stocks - Focus On What Management Isn't Talking About

    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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    15 mins
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