Wall Street Breakfast

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Biggest stock movers Friday: NKE, SYNA, and more
SpaceX launches Crew-13 mission to International Space Station

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.

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55)

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.

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Biggest stock movers Thursday: GOOG, INGN, and more
Trump announces $500 rebates for nearly 1M Obamacare enrollees

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.

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube

Show links: 
Steven Cress' analysis
Wall Street Breakfast with Steven Cress (TGT, BA, MU)
Alpha 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.

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BA, PYXS, NOC, and more
Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals
Big tech CEOs sign off on Trump's 'super intelligence' safety accord
DeepSeek unveils Huawei AI chip software to challenge Nvidia
Wednesday’s Economic Calendar

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.

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)     

Show Notes
Oura postpones IPO
Study says compute demand needs to hit $6T

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.

A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)  

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: SMMT, NVTS, and more
Jobs and rents could shape the Fed's 2027 path
AMD to acquire World Labs in $8.2B all-stock deal
Top 4 Stocks For Q4: Buy The September Dip

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.

Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)     

Show Notes
AI agents could cause a bank run just doing what they’re told

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.

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: GFI, NIO, and more
Nvidia introduces open-source tool to boost AI security
California Gov. Newsom signs bill restricting meme coins tied to public officials
Michael Burry: Trump 'cannot afford' to let AI boom fail

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.

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)  

Show Notes
Micron Earnings: Bull Case and Bear Case
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report

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.

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)     

Show Notes
AI spending seen topping 3% of annual GDP

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.

Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback 
Hopes for a new Boeing-China deal fade - report
Is DraftKings betting big on losing gamblers?

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.

Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)     

Show Notes
The U.S. golden credit card problem

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.

A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: WOR, VOYG, and more
Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
Royal Caribbean to buy 50% stake in Sandals Resorts for $3B
Novo eyes hair-loss market as Ozempic maker looks to diversify

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.

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)     

Show Notes
The sheer size of AI IPO dominance

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.

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) 

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: UBS, VICR, and more
'Trump TV' debuts on YouTube as major networks suspend White House pool coverage
Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ
Dollar General CEO says even $100k earners shopping like bargain hunters

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.

Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)     

Show Notes
Bond market volatility a driver again

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.

Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: WBD, PSKY, and more
Paramount may face $30M fine per missed film under settlement terms: Bloomberg
N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
Oil supertanker shortage: Another risk for gas prices

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.

Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)

Show Notes
Trump polls to rebrand AI
Journalists barred from White House
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)

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.

Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: XENE, NUE, and more
Jensen Huang says Nvidia will double chip volume next year amid strong AI demand
Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report
Amazon ordered to expand payment and eligibility threshold under Prime settlement

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.

Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)

Follow Steve on YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes!

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.

Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: GNRC, FLNC, and more
SA Asks: What was the main takeaway from the FOMC's rate decision?
China's Huawei sets 2027 launch for new AI chips as it targets Nvidia
Trump orders block on Canadian goods for US federal contracts

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.

The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)     

Show Notes
‘Dose of accommodation’ removed: Warsh

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.

SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00)  

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: INTC, VOD, and more
Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown
EU to propose social media restrictions for kids under 13
Retail traders chased cyber options but skipped the stocks

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.

A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)     

Show Notes
A history of good and bad tech predictions

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.

One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLAY, ENVA, and more
U.S. has weapons in space, Air Force secretary confirms
Chevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrived
U.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decision

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.

Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06)     

Show Notes
Goldman update long duration basket

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 .

Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: AI, chip stocks, and more
Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027
Michael Burry calls AI leaders’ slowdown push ‘self-serving’
AI, chip stocks fall as tech CEOs urge caution on development pace

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.

The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17)  

Show Notes
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: ORCL, ACVA, and more
SpaceX signs $1 billion-a-month AI hosting deal
DeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK Hynix
It's September: Brace For Impact With Top Growth And Income Stocks

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.

A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: AVAV, AEO, and more
FDA investigates salmonella outbreak linked to broccoli sprouts
AI spending cools at biggest-spending firms as model wars intensify
OpenAI’s rogue agents used at least 10 more sites for unauthorized comms: Reuters

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.

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)   

Show Notes
NASA wants ideas for moon living

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 .

Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Apple launch event: CEO Ternus' first big test
Biggest stock movers Wednesday: LAC, TTAN, and more
Anthropic researcher quits over AI safety fears, echoing other expert warnings
US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data
Qualcomm jumps as it teams with Amazon on next-gen AI data center deal

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.

Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19)   

Show Notes
Memory stocks breaking out, Goldman says

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 .

Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: ZIM, NVS, and more
SA Asks: How concerned should investors be about surging global bond yields?
Labor Day week has a nasty history for the S&P 500
Trump says he made ‘hundreds of billions’ on stocks for U.S.

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.

August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23)  

Show Notes
Does Trump want the dollar-loonie parity?
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: IOT, LULU, DSS and more
Investment News Quiz - Friday, Sep. 4
What's shaping the geography of U.S. AI data centers?
Elon Musk’s super PAC spends $800K on key Republican midterm races
Oil trends toward biggest weekly gain since July; ING raises price forecast

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.

Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59)   

Show Notes
The case for buying stocks when the Fed hikes
Walmart delivering Dunkin’

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.

An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. (02:32) 

Episode transcripts seekingalpha.com/wsb.

Show links: 


Biggest stock movers Thursday: SNOW, HPE, and more
Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript
Most shorted stocks on Wall Street
PG&E teams up with Google, Tesla, Sunrun on Bay Area virtual power plant
AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The Cure

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.

Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)   

Show Notes
SiriusXM gets a vote of confidence

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.

An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: DELL, CRDO, and more
Michael Burry’s portfolio: How his bullish and bearish bets fared In August
Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI
U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners

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.

Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01)   

Show Notes
William Blair’s latest stock Conviction List

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.

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. (02:45)  

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: NVS, NIO, and more
Apple’s $4.6T test: Can Ternus build what comes next?
Trump says data center opponents could 'end up backwards and poor'
Howmet slides after Elon Musk unveils SpaceX turbine-blade casting plan

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.

BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12)     

Show Notes 
Retail investor ready for a vacation from buy-the-dip

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.

August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56)

Show Notes
Cybercab unveil this week
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: PYPL, MRVL, and more
U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios
What will Warsh say at Jackson Hole if he doesn't offer guidance?
Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir

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.

White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16)     

Show Notes 
“Grand Theft Auto 6” preview debuts on Netflix

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.

Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: NVDA, OKTA, and more
What is Hugging Face?
Russia prepares Ukraine escalation as talks collapse - report
U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate

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.

Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)     

Show Notes 
The big cost of seeing every NFL game

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.

Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: SYRE, INTU, SAP and more
Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report
DICK'S Sporting Goods plunges 31% after earnings miss
AI mania makes room for the debasement trade

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.

OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).   

Show Notes
United Airlines announces new international routes

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.

Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:19) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: BE, INTC, and more
SpaceX plans first Nvidia-powered AI satellite launches for late 2027
Micron Technology dips 6% amid semiconductor selloff
Meta eyes consumer AI agent launch in coming weeks, new AI model in October - report

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.

Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49)     

Show Notes
The stocks hedge funds and mutual funds both love
Burger bars booming in China

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.

What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Monday: BABA, XPEV, and more
Trump June stock disclosure: more than 1,000 trades, big in the VIG
SA Asks: How concerned should Meta investors be about child safety lawsuits?
Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports

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.

Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: ROST, MSTR, and more
Take the Investment News Quiz!
U.S. to end summer blend gasoline requirement early in bid to help curb pump prices
Gold could top $5,000 by next year, Morgan Stanley says
Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B

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.

Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)     

Show Notes 
Universities face a SpaceX windfall conundrum

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.

Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Thursday: Crypto stocks, WOLF, and more
Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'
Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports
Treasury's buyback expansion is not QE

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.

IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)

Show Notes 
Amazon drones coming to 500 more cities  

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.

Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more
Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report
California AG says case against Meta focuses on 'penalties and restitution,' not damages
Investors should secure a chair before the music stops, BTIG says

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.

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45)

Show Notes
Wendy's bringing back COO position
Disney, ABC sue FCC, allege First Amendment violations
Companies that could see the biggest AI productivity benefits - Goldman

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.

The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)    

Show Notes
Nike hits 12-year low, is a buy signal flashing?
Trump approval hits term low

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.

McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)     

Show Notes
Rebel Brands ice cream goes bankrupt
Ferrari auctions for record $40M
Space is now institutional asset

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.

Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: DSX, HIVE, and more
Stripe is said to agree to buy OpenRouter for more than $7B
Trump orders reduction in U.S.-South Korea military exercises
Alphabet leads institutional holders in SpaceX post-IPO with $94B stake

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.

Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)  

Show Notes
Jane Street loses $15B in AI fund
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: AMAT, NU, and more
U.S. to ramp up economic isolation of Iran, eyes indefinite naval blockade
Goldman Sachs lines up investors for Nvidia’s $500B AI funding plan - report
Ford to move production of some Lincoln models from China to US: Reuters

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.

Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29)     

Show Notes
If you stream it, they will view
This stock is ‘what a boom top looks like’ – Michael Burry  

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.

July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13)     

Show Notes
Machines will go ‘full tilt’ on gold at this level    

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.

A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: SMCI, CRWV, and more
'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development
Who benefits as AI data centers create a power shortage?
Oracle prepares plans for new round of layoffs this month - report

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.

Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54)     

Show Notes
The K-shaped economy plot twist

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.

Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: PLUG, RKLB, and more
Stocks are partying, and HSBC says the good times aren't over yet
Hormuz risk premium: Who wins and loses in the tanker trade
Intel upsizes stock offering to $20B, prices at $95

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.

GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)

Show Notes
S&P dividend yield the lowest ever (see the chart)

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.

Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong

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.

Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)      

Show Notes
Was the SpaceX IPO the speculative peak?
Traders abandon a big bitcoin move

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.

Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09)


Episode transcripts seekingalpha.com/wsb.

Show links: 

4 stocks to watch on Thursday: U, MRK, DDOG, and FISV
U.S. announced job cuts drop to lowest monthly level in two years
Jobless claims rise less than expected in past week

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.

JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35)

Show Notes
Meta joins the rogue AI crowd
Trump is calling Fed’s Warsh – a lot

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.

Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00)      

Show Notes
Samsung unveils next-gen AI memory
Palantir short-sellers slammed   

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.

Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and more
Stocks to watch on Tuesday: CAT, SPOT, PFE & more
The 60/40 portfolio is officially broken, Apollo says

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.

Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09)      

Show Notes
Missouri to vote on no income tax
Hershey biopic: the couple behind the Kiss  

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.

A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Wall Street climbs ahead of key earnings and labor data
Biggest stock movers Monday: AMZN, BMY, BABA, and more
Amazon rallies to all-time high as it powers past $3T market cap threshold

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.

Alibaba launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56)      

Show Notes
Hedge funds had a Situational Awareness Spidey sense
Spiderman spins a record weekend

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.

SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15)  

Show Notes
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: AAPL, AMZN, and more
Musk calls report on Tesla China business sale 'absurdly fake news'
Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase

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.

Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)    

Show Notes
What’s the central bank Maradona Effect?

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.

From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters

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.

Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)    

Show Notes
Stocks tumble on inflation worries

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.

Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: F, CAR, and more
Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz
Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters

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.

Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)     

Show Notes
Should SpaceX pay $480/share for Tesla?

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.

Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: APLD, CLS, and more
FAA calls for Boeing 737 MAX inspection over incorrectly installed seats
BuzzFeed jumps on plan to cut a third of workforce
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China

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.

The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)     

Show Notes
Warner accuses Amazon of poaching employees

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.

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT

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.

Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: INTC, SAP, and more
Investment News Quiz - Friday, Jul. 24
Tesla's earnings slump leaves short sellers with over $9B in paper gains this year
Stripe in talks to acquire AI startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/

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.

ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: TSLA, GOOG, NOW, and more
Taco Bell leans on $1 enchirito to reverse tainted lettuce slump
Alphabet's AI spending pushes free cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around

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.