
Jobs report - bad news is good news
The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat...
2 Loka 5min

No sprint for Nike yet
Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transc...
2 Loka 6min

All about AI
Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibl...
1 Loka 8min

Constellation's big power play
Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results...
1 Loka 5min

Micron on top
Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTubeShow links: Steven Cress' analysisWall Street Breakfast with Steven Cress (TGT, BA, MU)Alpha PicksE...
30 Syys 8min

Target extends value drive
Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) E...
30 Syys 5min

Anthropic wants $2T, warns AI could kill us
Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show NotesOura p...
29 Syys 3min

Federal boost for Navitas
A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent batt...
29 Syys 6min



















