Episodes

  • Nvidia pulls the rug out from under quantum stocks

    Nvidia pulls the rug out from under quantum stocks
    Jan 8 2025
    NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)

    Show Notes
    Top stocks in software as Wolfe sees it as an area of M&A opportunities
    AMD slides as HSBC downgrades on Nvidia worries

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    6 mins
  • Shell lowers Q4 outlook, trims LNG output

    Shell lowers Q4 outlook, trims LNG output
    Jan 8 2025
    Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: CALM, PLTR, and more
    Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
    Sana stock rallies 280% on pancreatic cell transplant study
    Palantir tumbles after ARK Invest sheds $15M in shares

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    6 mins
  • Aurora partners with Continental and Nvidia

    Aurora partners with Continental and Nvidia
    Jan 7 2025
    Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).

    Show Notes
    Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
    Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

    Episode transcripts: seekingalpha.com/wsb

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    7 mins
  • U.S. adds Tencent, Huawei to Chinese military list

    U.S. adds Tencent, Huawei to Chinese military list
    Jan 7 2025
    U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Tuesday: NARI, DNLI, and more
    Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
    Nvidia, AMD vie for AI supremacy with latest offerings at CES
    SA Sentiment: What's the best AI stock to watch in 2025?
    Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

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    6 mins
  • Fubo combines with Disney's Hulu + Live TV

    Fubo combines with Disney's Hulu + Live TV
    Jan 6 2025
    Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)

    Show Notes
    Palantir initiated with Underweight rating at Morgan Stanley
    Uber unveils $1.5 billion accelerated share repurchase program

    Episode transcripts: seekingalpha.com/wsb
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    5 mins
  • Trudeau’s potential exit lifts Canadian dollar

    Trudeau’s potential exit lifts Canadian dollar
    Jan 6 2025
    Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: PYCR, VRT, and more
    NYC is first U.S. city to charge congestion toll, but Trump could end program
    Nvidia is headlining CES; here are 5 chip stocks rated higher
    SA Asks: Which biotechs are most likely to be acquired near-term?

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    6 mins
  • Jobs and CES lead another shortened week

    Jobs and CES lead another shortened week
    Jan 5 2025
    Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)

    Show Notes
    Earnings Calendar
    Dividend Roundup

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    7 mins
  • Biden poised to block US Steel deal: report

    Biden poised to block US Steel deal: report
    Jan 3 2025
    Steelworkers Union says Nippon Steel's last-ditch offer lacks commitment. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: X, CVNA, and more
    Tesla China sales hit record high level in December
    Data check: Pizza stocks often heat up when cold weather slams the U.S.
    Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?

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    5 mins