エピソード

  • Past week dominated by corporate earnings stories
    2025/02/21
    Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).

    Episode transcripts: seekingalpha.com/wsb

    Show links:
    Forget The Price Of A Stock. What Is It Worth?
    FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
    Walmart Q4 2025 Earnings Call Transcript

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    14 分
  • Celsius surges on Alani Nu deal
    2025/02/21
    Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Friday: MELI, CELH, XYZ, and more
    New No. 1: Amazon takes the quarterly revenue crown from Walmart
    Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
    Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report

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    6 分
  • Walmart gets cautious on the future
    2025/02/20
    Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)

    Show Notes
    Wedbush's Ives defends Palantir
    Alibaba jumps after results

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • Palantir drops on defense cut memo
    2025/02/20
    Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: PLTR, CVNA, and more
    Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
    Federal Reserve officials consider trade, immigration impacts: FOMC minutes
    Carbon capture would boost U.S. energy independence, Occidental CEO says

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    6 分
  • EV maker Nikola files for bankruptcy
    2025/02/19
    Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)

    Show Notes
    Homebuilding stalls in cold January

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • Nike’s first-ever collab lifts shares
    2025/02/19
    Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Wednesday: BMBL, GB, and more
    RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
    Elon Musk, DOGE score victory against state AGs seeking to block access
    Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2

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    7 分
  • GameStop plot thickens
    2025/02/18
    GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)

    Show Notes
    Nine in 10 fund managers say U.S. stocks overvalued, most since 2001

    Episode transcripts: seekingalpha.com/wsb
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    5 分
  • Baidu slips as CEO missing from Xi meeting, Q4 beat
    2025/02/18
    Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: INTC, DAL, and more
    Short sellers reduce bets against information technology stocks in January
    Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
    South Korea plans to secure 10,000 GPUs for AI computing center - report

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    6 分