Wall Street Roundup: risk on/risk off

Wall Street Roundup: risk on/risk off

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)

Show links:
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts

Episode transcripts: seekingalpha.com/wsb

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Jaksot(1000)

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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