Mistral loads up on Nvidia

Mistral loads up on Nvidia

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

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Google makes quantum computing leap

Google makes quantum computing leap

Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29)     Show NotesDefensive stoc...

19 Loka 3min

Airlines' holiday price test

Airlines' holiday price test

Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09) Episode transcripts ...

19 Loka 5min

SpaceX, Tesla and Meta take earnings stage

SpaceX, Tesla and Meta take earnings stage

SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39)Show NotesEarnings CalendarDividend RoundupEpisod...

18 Loka 3min

Tesla Roadster takes flight

Tesla Roadster takes flight

Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14) Episode transcripts seekingalpha.com/ws...

16 Loka 4min

Anthropic growth slows, rattles AI trade

Anthropic growth slows, rattles AI trade

Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24)     Show NotesCar...

15 Loka 4min

CoreWeave CEO defends the math

CoreWeave CEO defends the math

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode trans...

15 Loka 5min

Hot inflation puts Fed hike back in play

Hot inflation puts Fed hike back in play

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)     Show NotesWho’...

14 Loka 3min

BofA's $1.2B penalty punch

BofA's $1.2B penalty punch

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (0...

14 Loka 5min

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