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  • Nebius rockets on $17B Microsoft deal

    Nebius rockets on $17B Microsoft deal
    Sep 9 2025
    Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Tuesday: WOLF, PL, and more
    BYD sees car brand wipeout in China as manufacturers go overseas - report
    Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox
    Intel shuffles execs as it looks to boost growth; former co-CEO to depart

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    5 Min.
  • Tesla U.S. market share at 8-year low

    Tesla U.S. market share at 8-year low
    Sep 8 2025
    Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)

    Show Notes
    The non-tech sectors talking AI

    Episode transcripts seekingalpha.com/wsb

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    4 Min.
  • S&P 500 shuffle sparks market moves

    S&P 500 shuffle sparks market moves
    Sep 8 2025
    Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
    Amazon to end long-running Prime invitee program
    ASML is said to become top investor in French AI startup Mistral
    Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost

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    5 Min.
  • Stagflation alarms could sound this week

    Stagflation alarms could sound this week
    Sep 7 2025
    The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)

    Show Notes
    Wedbush’s top AI trades through the end of the year
    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 Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    5 Min.
  • Wall Street Roundup: jobs data, gold highs, AI + tariff impact

    Wall Street Roundup: jobs data, gold highs, AI + tariff impact
    Sep 5 2025
    Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)

    Show Notes
    Investment News Quiz - Friday, Sept. 5
    Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
    Broadcom surges after Q3 results, new customer announcement makes analysts bullish

    Episode transcripts: seekingalpha.com/wsb

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    11 Min.
  • Futures tick up ahead of jobs data

    Futures tick up ahead of jobs data
    Sep 5 2025
    Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Friday: LULU, AVGO, DOCU, and more
    Anthropic expands AI access restrictions to China-controlled firms over security concerns
    Trump to impose tariffs on semiconductor imports from companies not moving production to the US
    Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demand

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    6 Min.
  • Nvidia stealing a march on quantum computing

    Nvidia stealing a march on quantum computing
    Sep 4 2025
    Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07)

    Show Notes
    Salesforce slumps post-earnings
    RFK Jr. reportedly replacing more vaccine panel members

    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 Min.
  • Football returns, ad dollars pour in

    Football returns, ad dollars pour in
    Sep 4 2025
    NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off. (01:51) Gold reaches another record high. (02:51)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: CRM, AI, FIG, and more
    Tesla robotaxi app now open to public riders
    Salesforce slides despite solid Q2 results as Q3 outlook appears mixed
    Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: report

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    7 Min.