Episodes

  • Earnings dominating but don't sleep on economic data

    Earnings dominating but don't sleep on economic data
    Apr 25 2025
    Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30).

    Episode transcripts: seekingalpha.com/wsb

    Show links:
    Netflix Q1 Earnings Call Transcript
    Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
    Trump Playing Chicken With The World?

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    11 mins
  • High costs ground summer travel plans

    High costs ground summer travel plans
    Apr 25 2025
    Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: GOOG, INTC, and more
    China mulls exempting select U.S. goods from 125% tariffs - report
    Alphabet CEO signals personal ownership optionality for Waymo robotaxis
    Apple to shift assembly of all US iPhones to India by 2026 - report

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    6 mins
  • Tesla the story of the week

    Tesla the story of the week
    Apr 24 2025
    Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).

    Show Notes:
    Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold
    Tesla Q1 Earnings Call Transcript
    Stressful Markets, But Lots Of Opportunities In Tech

    Episode transcripts: seekingalpha.com/wsb

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    8 mins
  • IBM fails to shake DOGE worries

    IBM fails to shake DOGE worries
    Apr 24 2025
    IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21)

    Show Notes
    Trump reportedly considering auto tariff relief
    PBOC governor espouses free trade
    Netflix leadership looking at $1T valuation

    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
  • Bessent comments on China tariffs

    Bessent comments on China tariffs
    Apr 23 2025
    Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).

    Show Notes:
    Bessent says full China trade deal may take two to three years - report
    Longer-end yields tumble as Trump eases Fed fears
    Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2%

    Episode transcripts: seekingalpha.com/wsb

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    7 mins
  • Bulls cheer Trump-Powell detente, Elon-Tesla reunion

    Bulls cheer Trump-Powell detente, Elon-Tesla reunion
    Apr 23 2025
    President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50)

    Show Notes
    Futures rally as Trump backs off on replacing Powell
    FDA spooks bald men

    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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    6 mins
  • Tariff risk flagged as earnings season heats up

    Tariff risk flagged as earnings season heats up
    Apr 22 2025
    GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22)

    Show Notes
    What to make of Amazon after 30% drop

    Episode transcripts: seekingalpha.com/wsb
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    5 mins
  • DoJ targets Google’s AI edge in search

    DoJ targets Google’s AI edge in search
    Apr 22 2025
    DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: NVO, MEDP, and more
    Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
    U.S. pushes India for full ecommerce market access for trade deal - report
    Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron

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    5 mins
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