
Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMAT, NU, and moreU.S. to ramp up economic isolation of Iran, eyes indefinite naval blockadeGoldman Sachs lines up investors for Nvidia’s $500B AI funding plan - reportFord to move production of some Lincoln models from China to US: ReutersSign 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.
Aug 14
4 min

Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29) Show NotesIf you stream it, they will viewThis stock is ‘what a boom top looks like’ – Michael Burry 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.
Aug 13
3 min

Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units. (2:07) Show NotesKorean stocks are back in a bull marketLegendary corporate raider bid for CaesarsEpisode transcripts: seekingalpha.com/wsbSign 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.
Aug 13
4 min

July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13) Show NotesMachines will go ‘full tilt’ on gold at this level 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.
Aug 12
3 min

A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, CRWV, and more'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI developmentWho benefits as AI data centers create a power shortage?Oracle prepares plans for new round of layoffs this month - reportSign 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.
Aug 12
5 min

Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54) Show NotesThe K-shaped economy plot twistEpisode 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.
Aug 11
3 min

Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLUG, RKLB, and moreStocks are partying, and HSBC says the good times aren't over yetHormuz risk premium: Who wins and loses in the tanker tradeIntel upsizes stock offering to $20B, prices at $95Sign 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.
Aug 11
4 min

GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)Show NotesS&P dividend yield the lowest ever (see the chart)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.
Aug 10
3 min

Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Critical-mineral stocks and moreTrump signals economic pressure over new Iran strikes as Hormuz talks stallHow Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: reportTSMC monthly sales jump 45% as AI chip demand stays strongSign 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.
Aug 10
5 min

Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33) Show NotesWas the SpaceX IPO the speculative peak?Traders abandon a big bitcoin moveEpisode transcripts: seekingalpha.com/wsbSign 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.
Aug 7
3 min
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