Episodes

  • Meta eyes AI cloud business

    Meta eyes AI cloud business
    Jul 1 2026
    Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)

    Show Notes
    William Blair Conviction List
    AOL public again (sorta)

    Episode transcripts seekingalpha.com/wsb.

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    4 mins
  • EU locks in Google fine

    EU locks in Google fine
    Jul 2 2026
    Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: FIZZ, CANF, and more
    Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring
    Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report
    Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June

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    5 mins
  • June job growth falters

    June job growth falters
    Jul 2 2026
    Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)

    Show Notes
    Dan Ives exits Wedbush

    Episode transcripts seekingalpha.com/wsb.

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    4 mins
  • We are in a bubble

    We are in a bubble
    Jul 7 2026
    Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble

    Show Notes:
    How Much Further Will Gold And Silver Run?
    aNewFN

    Transcripts: seekingalpha.com/wsb

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    6 mins
  • Big catalyst week for SpaceX

    Big catalyst week for SpaceX
    Jul 5 2026
    SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)

    Show Notes
    Tesla limits employee AI use

    Episode transcripts seekingalpha.com/wsb.

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    4 mins
  • Wall Street’s bulls, few bears

    Wall Street’s bulls, few bears
    Jul 6 2026
    Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)

    Episode transcripts seekingalpha.com/wsb.

    Show links:

    Biggest stock movers Monday: Crypto stocks, TSLA, and more
    Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
    Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
    OPEC+ approves another output increase as Hormuz reopening boosts supply outlook

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    5 mins
  • Walmart turns up discounts

    Walmart turns up discounts
    Jul 7 2026
    Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Tuesday: CRNX, RIVN, and more
    Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
    SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
    Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
    An AI star is born

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    5 mins
  • Oil futures surge on strikes

    Oil futures surge on strikes
    Jul 8 2026
    U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)

    Episode transcripts seekingalpha.com/wsb.

    Show links:

    Biggest stock movers Wednesday: FCEL, BABA, and more
    Prediction markets see Nasdaq-100 rally cooling after AI surge
    South Korea's KOSPI enters bear market as AI selloff deepens
    Exxon Mobil signals higher Q2 earnings in boost from oil prices

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    6 mins