- täglichErscheinungsrhythmus
- 4 mintypische Länge
- vor 2 Tagenletzte Folge
Folgenzu den neuesten
Telecom stocks lose signal
Starlink’s (SPCX) $8B power play (https://seekingalpha.com/news/4651639-telecom-stocks-drop-as-spacex-acquires-spectrum-for-starlink?source=wsb_podcast:telecom_stocks_lose_signal) sends telecom stocks tumbling. (00:14) Meta (META) is cuttin
Starbucks eyes Chipotle takeover
Combo would be a restaurant megadeal (https://seekingalpha.com/news/4651396-chipotle-mexican-jumps-on-report-starbucks-has-explored-takeover?source=wsb_podcast:starbucks_eyes_chipotle_takeover). (0:14) PepsiCo flags (https://seekingalpha.co
F-35 parts go off radar
The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing (https://seekingalpha.com/news/4651173-ups-error-routed-sensitive-fminus-35-parts-through-hong-kong?source=wsb_podcast:f35_parts_go_off_radar) from UP
Skydance bets on AI after mega-merger
Skydance takes on streamers and tech giants (https://seekingalpha.com/news/4650801-david-ellison-bets-on-technology-ai-to-transform-skydance-post-110b-warner-bros-deal?source=wsb_podcast:skydance_bets_on_ai_after_megamerger). (0:14) Micron
Pop goes the AI bubble?
Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning (https://seekingalpha.com/news/4650813-ray-dalio-were-close-to-the-point-where-ai-bubble-could-burst?source=wsb_podcast:pop_goes_the_ai_bubble). (00:14) Spot
SCOTUS weighs oil liability
SCOTUS considers what happens next in a climate suit (https://seekingalpha.com/news/4650395-supreme-court-justices-question-oil-industrys-bid-to-shut-down-climate-change-lawsuits?source=wsb_podcast:scotus_weighs_oil_liability) between Color
October’s retail harvest
Retailers (AMZN) (TGT) (WMT) are racing to cash in (https://seekingalpha.com/news/4647620-holiday-spending-expected-to-increase-67-to-reach-record-high-of-275b?source=wsb_podcast:octobers_retail_harvest) on the holiday season before Hallowe
Jobs report - bad news is good news
The big story of the day is the https://seekingalpha.com/news/4649794-nonfarm-payrolls-cool-more-than-expected-in-september-unemployment-rate-ticks-up?source=wsb_podcast:jobs_bad_news_good_news report, says Chris Ciaccia (https://seekingalp
No sprint for Nike yet
Nike’s (NKE) China slump (https://seekingalpha.com/news/4649510-nikes-turnaround-faces-more-headwinds-as-china-sales-slide-sees-further-sales-decline-in-fy27?source=wsb_podcast:no_sprint_for_nike_yet) is getting harder to outrun. (00:14) Mo
All about AI
Chris Ciaccia, Senior Editor of technology (https://seekingalpha.com/user/55407719/news?source=wsb_podcast:all_about_ai) at Seeking Alpha, shares why today's news out of Constellation Energy (https://seekingalpha.com/symbol/CEG?source=wsb_p
Constellation's big power play
Amazon (AMZN) just handed Constellation (CEG) a 20-year (https://seekingalpha.com/news/4648795-constellation-amazon-sign-20-yr-nuclear-power-agreement?source=wsb_podcast:constellations_big_power_play) vote of confidence. (00:15) Tencent (TC
Micron on top
Steven Cress shares Quant's perspective on Strong Buy Micron (https://seekingalpha.com/symbol/MU/ratings/quant-ratings?source=wsb_podcast:micron_on_tap) ahead of earnings. Show links: Steven Cress' analysis (https://seekingalpha.com/author/
Target extends value drive
Can lower prices (https://seekingalpha.com/news/4648162-targets-price-cuts-are-seen-as-the-latest-winning-move-by-management?source=wsb_podcast:target_extends_value_drive) drive higher profits? Target (TGT) is testing the theory. 00:15) A $
Anthropic wants $2T, warns AI could kill us
Anthropic seeks $2T while warning AI could threaten humanity (https://seekingalpha.com/news/4647825-anthropic-ipo-prospectus-states-ai-could-pose-existential-risks-humanity?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us). (0:1
Federal boost for Navitas
A new U.S. government award (https://seekingalpha.com/news/4647799-navitas-jumps-after-us-army-picks-it-to-develop-next-gen-silicon-carbide-technology?source=wsb_podcast:federal_boost_for_navitas) has Navitas (NVTS) shares surging. (00:14)
Meta poaches MongoDB CEO for AI push
Meta poaches MongoDB chief to build its new enterprise biz (https://seekingalpha.com/news/4647562-meta-establishes-new-enterprise-platform-for-corporate-clients-taps-mongodb-ceo-to-lead?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_pus
SK Hynix hit by IPO concerns
A potential $100B IPO is raising new questions (https://seekingalpha.com/news/4647417-sk-hynix-falls-as-solidigm-us-ipo-plan-sours-mood?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns) about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder
AI safety fears hit Washington
Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training (https://seekingalpha.com/news/4647382-openai-pauses-training-of-latest-models-after-agents-probed-u-s-government-sites?source=wsb_podcast:ai_sa
Costco checks out strong
Costco (COST) posts another earnings https://seekingalpha.com/news/4646897-costco-beats-sales-and-profit-expectations-as-comparable-sales-continue-to-surge?source=wsb_podcast:costco_checks_out_strong. (00:13) Ford (F) and GM are seeing thei
Oracle raises alarm over AI datacenter
Oracle sends force majeure notice on Project Jupiter (https://seekingalpha.com/news/4646619-oracle-sends-force-majeure-notice-over-new-mexico-data-center-report?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter). (0:14) MGM tumbles
Judge gives press a pass
Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock (https://seekingalpha.com/news/4646427-judge-lifts-trumps-white-house-ban-on-cnn-ms-now-politico-report?source=wsb_podcast:judge_gives_press_a_pass). (00:14) OpenAI
Morgan Stanley email exposes deal secrets
Email misfire exposes details on more than 100 deals (https://seekingalpha.com/news/4646000-morgan-stanley-accidentally-leaks-details-on-over-100-investment-banking-deals---report?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets
US diesel dilemma
A proposed diesel export ban is testing the limits (https://seekingalpha.com/news/4645794-trump-says-he-supports-us-diesel-export-ban-bessent-says-studying-feasibility?source=wsb_podcast:us_diesel_dilemma) of supply-and-demand. (00:14) Six
Shopify gives Meta's AI agent a home
Shopify welcomes Meta's Muse agent (https://seekingalpha.com/news/4645292-meta-shopify-team-up-to-enable-purchases-through-muse-ai-agent?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home) after Amazon blocks it. (0:15) Viking soars on
Tech rally takes a breath
Can Monday’s https://seekingalpha.com/news/4645249-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:tech_rally_takes_a_breath survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item (https://seekingalpha.c
Yankee stake sale could value team at $12B
Apollo could be near deal for a major Yankees stake (https://seekingalpha.com/news/4644589-n-y-yankees-near-deal-giving-apollo-16-percent-stake-in-storied-franchise?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b). (0:14) HP sl
Musk's Texas tunnel vision
Musk's latest idea could shrink (https://seekingalpha.com/news/4644590-musk-says-boring-company-is-planning-200-mph-texas-hyperloop?source=wsb_podcast:musks_texas_tunnel_vision) a Texas commute to 30 minutes. (00:14) The troubles (https://s
Trump-Xi meet to talk rare earths, AI
Trump and Xi meet with trade, tariffs and AI on deck (https://seekingalpha.com/article/4947746-the-high-stake-trump-xi-meeting-brace-for-volatility?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai). (0:13) Trump pitches an AI Force (h
Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)
It is a witching day! Steven Cress (https://seekingalpha.com/author/steven-cress-quant-team?source=wsb_podcast:cress_intapp) says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (https://seekingalpha.com/sym
Intapp makes its AI case
Intapp (INTA) is bringing firms' institutional know-how (https://seekingalpha.com/news/4644112-intapp-perks-up-after-partnering-with-openai-to-integrate-legal-expertise-into-gpt-enterprise?source=wsb_podcast:intapp_makes_its_ai_case) into C
