Memory lane runs higher
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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock move...
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Wendy's, Jack in the Box get meme stock love
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 NotesWorld Cup boost not showing up in dataEpisod...
Alphabet joins the Dow
Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51) Show NotesMicron options point to big post-earnings moveBiotechs at a...
Chip stocks face AI selloff
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 NotesWinners and losers in the yield curve...
AI trade hits a speed bump
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 NotesSoftBank's Masayoshi Son rejects space-based data centersGoogle De...
U.S. authorizes Iranian oil sales
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/wsbSign up for our daily newsletter ...
Negotiations in doubt
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...
Toy Story 5 targets blockbuster debut
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 NotesDollar hits highest level since May ‘25Episod...
Futures find peace
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.Show links: Bigge...
Stocks sink after meeting Warsh the hawk
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 NotesFed Task Force FiveStatement slashedConnect the dots? Not on Warsh’s watch E...
Netflix dims lion hopes
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.Show links: Biggest stock movers Wednesday: LZB, SPCX, and moreU.S. sta...
Yum! boxes up Pizza Hut to go
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 lowEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsl...
Qualcomm builds an AI wardrobe
Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SPCX, QCOM, and ...
Fox buys Roku in $22B deal
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 NotesBurgers, not bonds: what Americans really search for in business newsEpis...
U.S.-Iran peace deal agreed
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 HouseDoes a Knicks championship mean a market top?...
Fed week's hawkish test
Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)Show NotesWorld Cup of Stocks: which team is Nvidia?Earnings CalendarDividend RoundupEpisode transcripts...
Wall Street Roundup: Trillion dollar baby
SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst...
SpaceX enters public orbit
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.Show links: Biggest stock movers Friday: Space stocks, ADBE, and...
No reward for Oracle's beat
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...
CPI eases rate fears
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 NotesChewy...