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  • Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY

    Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY
    2025/07/18
    Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).

    Show links:
    New crypto laws will make US ‘Crypto capital of the world’
    Joby Aviation set to double production at California facility
    Johnson & Johnson Q2 2025 Earnings Call Transcript

    Episode transcripts: seekingalpha.com/wsb

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    11 分
  • Netflix beats, raises, still slips

    Netflix beats, raises, still slips
    2025/07/18
    Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: NFLX, NSC, and more
    Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
    Sarepta plunges after third patient death tied to gene therapy - report
    AI search startup Perplexity valued at $18B after new funding - report

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    5 分
  • Interest rate debate

    Interest rate debate
    2025/07/17
    Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:30). Stocks continuing overall melt up (8:00).

    Show links:
    Wall Steet moves higher after the latest retail sales report and further earnings data
    Biggest stock movers Thursday: TSM, UAL
    Netflix Is Still King

    Episode transcripts: seekingalpha.com/wsb

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    9 分
  • Circle K owner ends 7-Eleven pursuit

    Circle K owner ends 7-Eleven pursuit
    2025/07/17
    Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: TSM, UAL, and more
    Is Mexican Coke coming to America?
    AI bubble bigger than dot-com? Apollo economist sounds the alarm
    Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

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    6 分
  • Goldman posts historic stock trading revenue

    Goldman posts historic stock trading revenue
    2025/07/16
    Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)

    Show Notes
    ‘Red flare’ on housing market

    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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    7 分
  • MP surges on Apple supply agreement

    MP surges on Apple supply agreement
    2025/07/16
    MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: ASML, GPN, and more
    Nvidia CEO calls Chinese AI models ‘world class’
    Trump eyes drug, chip tariffs by month-end
    Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

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    5 分
  • First signs of tariff inflation

    First signs of tariff inflation
    2025/07/15
    Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

    Show Notes
    Stocks most and least likely to beat on earnings

    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 分
  • Nvidia plans China H20 shipments after U.S. nod

    Nvidia plans China H20 shipments after U.S. nod
    2025/07/15
    Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: NVDA, TTD, and more
    TikTok trying to propose Canada security solution amid looming order to shut operations
    Moody's chief economist fires 'red flare' on housing market
    Stocks most and least likely to beat their earnings expectations – BofA

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    6 分