Épisodes

  • Earnings go up a gear with Google, Tesla

    Earnings go up a gear with Google, Tesla
    Jul 20 2025
    Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37)

    Show Notes
    Earnings Calendar
    Dividend Roundup

    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.
    Voir plus Voir moins
    7 min
  • Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY

    Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY
    Jul 18 2025
    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

    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.
    Voir plus Voir moins
    11 min
  • Netflix beats, raises, still slips

    Netflix beats, raises, still slips
    Jul 18 2025
    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

    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.
    Voir plus Voir moins
    5 min
  • Interest rate debate

    Interest rate debate
    Jul 17 2025
    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 (7:12). 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

    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.
    Voir plus Voir moins
    9 min
  • Circle K owner ends 7-Eleven pursuit

    Circle K owner ends 7-Eleven pursuit
    Jul 17 2025
    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

    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.
    Voir plus Voir moins
    6 min
  • Goldman posts historic stock trading revenue

    Goldman posts historic stock trading revenue
    Jul 16 2025
    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.
    Voir plus Voir moins
    7 min
  • MP surges on Apple supply agreement

    MP surges on Apple supply agreement
    Jul 16 2025
    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

    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.
    Voir plus Voir moins
    5 min
  • First signs of tariff inflation

    First signs of tariff inflation
    Jul 15 2025
    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.
    Voir plus Voir moins
    6 min