Episodes

  • Dave & Buster’s plans online arcade betting
    May 3 2024
    Dave & Buster's (PLAY) arcade game betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands $827M in state funding to help expand manufacturing plant in Illinois. (01:16) Apple (AAPL) Q2 results top expectations despite iPhone fears; unveils $110B buyback. (02:06)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers today: AAPL, SQ, and more
    J.P. Morgan cautious on crypto with retreat by retail investors, dearth of upside drivers
    Marijuana opposition group raising money to fight cannabis rescheduling
    Sony, Apollo send letter advancing $26B Paramount bid - reports

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    6 mins
  • Peloton cycles through CEO
    May 2 2024
    Peloton also announces layoffs, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug price competition. (2:20) Second Boeing whistleblower dies. (3:28)

    Show Notes
    Ned Davis Research’s Crowd Sentiment Poll ends another long streak of optimism

    Episode transcripts seekingalpha.com/wsb
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    5 mins
  • FTC reportedly set to approve Exxon-Pioneer deal
    May 2 2024
    Exxon (XOM) set to win FTC OK for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as stock soars after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to lay off hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: QCOM, DASH, and more
    'Sell in May and go away': Does it apply in 2024?
    These are the 10 biggest ETFs focused on Artificial Intelligence
    Novo Nordisk lifts guidance as Ozempic, Wegovy sales surge; but stock falls 3%
    Bitcoin starts May with a downward spiral, sliding to below $60K mark

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    6 mins
  • Fed takes a dovish turn
    May 1 2024
    Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)

    Show Notes
    Viking Holdings jumps 10% above its IPO pricing level in opening trading
    Will April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?

    Episode transcripts seekingalpha.com/wsb
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    6 mins
  • Starbucks disappoints
    May 1 2024
    Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop AI content, products: report. (02:47)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers today: AMD, PINS, SMCI, and more
    Expect no rate change, hawkish tone, balance sheet clues at Fed meeting
    Amazon sticks with the master plan of no dividend payouts, heavy capex spending
    Microsoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the country

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    6 mins
  • DEA to reclassify marijuana as a less dangerous drug
    Apr 30 2024
    The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)

    Show Notes
    Citi upgrades energy sector, says stocks can recover quickly from geopolitical jolts

    Episode transcripts seekingalpha.com/wsb
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    5 mins
  • NBC pitches $2.5B a year for NBA TV rights
    Apr 30 2024
    NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: NXPI, MSTR, ST, and more
    Amazon earnings are coming. Could a dividend announcement be part of the mix?
    Tesla's big rally on China developments is called overdone by Wells Fargo
    Lululemon downgraded as apparel tastes change, competitors gain in popularity

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    6 mins
  • This may be the best time to pick stocks
    Apr 29 2024
    The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)

    Show Notes
    With rate cuts pushed out, Goldman looks at quality stocks
    Tesla's 'watershed' moment in China helps lift Chinese electric vehicle stocks

    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