エピソード

  • McDonald's takes on 'conspiracy' of beef

    McDonald's takes on 'conspiracy' of beef
    2024/10/08
    McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)

    Show Notes
    End of Lilly obesity drug shortage leads to lawsuit
    China balks at major stimulus

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • Samsung warns of Q3 profit hit

    Samsung warns of Q3 profit hit
    2024/10/08
    Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: Chinese stocks, and more
    China announces special bond to support economy, no major stimulus
    ADT announces 'unauthorized activity on the company’s network'
    Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa

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    7 分
  • Super Micro Computer up on strong shipment data

    Super Micro Computer up on strong shipment data
    2024/10/07
    The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)

    Show Notes
    Yield curve inverts again
    Hedge funds pile into healthcare stocks amid dip
    Wells Fargo cuts Amazon as headwinds pressure OI, margins

    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.
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    6 分
  • Starboard takes $1B stake in Pfizer

    Starboard takes $1B stake in Pfizer
    2024/10/07
    Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Monday: PFE and ALTM
    Regeneron co-founder warns of harms from weight-loss drugs: FT
    BP said to eye raising oil production as it scales back clean energy strategy
    TotalEnergies to acquire 50% stake in North Sea wind projects

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    6 分
  • Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week

    Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week
    2024/10/06
    Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)

    Show Notes
    Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
    Wynn Resorts granted UAE’s first commercial gaming license
    Earnings calendar

    Episode transcripts: seekingalpha.com/wsb
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    8 分
  • Spirit Airlines exploring bankruptcy option - report

    Spirit Airlines exploring bankruptcy option - report
    2024/10/04
    Spirit Airlines (SAVE) considering bankruptcy filing - WSJ. (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: SAVE and SMMT
    What Seeking Alpha analysts think about the Tesla robotaxi event
    Barnes Group jumps amid report Apollo in talks for $2B takeover
    JPMorgan Chase buys stake in Australia's troubled Star Entertainment

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    5 分
  • Nvidia GPU demand is 'insane'

    Nvidia GPU demand is 'insane'
    2024/10/03
    CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)

    Show Notes
    Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets
    The most crowded restaurant stocks

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • LEVI loses its stitch, weighs Dockers sale

    LEVI loses its stitch, weighs Dockers sale
    2024/10/03
    Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends. (03:15)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: LEVI, STLA, and more
    Hershey looks for the right recipe to battle high cocoa prices
    Nvidia CEO: 'Demand for Blackwell is insane'
    OpenAI overtakes SpaceX as most valuable US-based private company

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    7 分