
Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24) Show NotesCar dealerships grapple with delayed repairsEpisode 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.
Oct 15
4 min

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: RKLB, ERIC, and moreSign 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.
Oct 15
5 min

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22) Show NotesWho’s doing the earnings heavy lifting?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.
Oct 14
3 min

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DELL, LQDA, ENVX and moreSpaceX launches 35th NASA cargo mission with medical research to ISSSign 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.
Oct 14
5 min

JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). Show NotesPharma Bro back in government sights 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.
Oct 13
3 min

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SIX, MU, and moreKroger to eliminate 3,000 corporate jobs in three-year AI restructuringSign 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.
Oct 13
4 min

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show NotesDrinks entrepreneur makes big Churchill Downs bet 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.
Oct 12
3 min

A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: CCC, BIIB, and moreSign 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.
Oct 12
5 min

JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) Show NotesEarnings CalendarDividend RoundupEpisode 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 Alpha at seekingalpha.com/subscriptions.
Oct 11
3 min

Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: HUM, SPCX, and moreTake the news quizSign 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.
Oct 9
3 min
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