AI plans weigh on BABA

AI plans weigh on BABA

What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Monday: BABA, XPEV, and more
Trump June stock disclosure: more than 1,000 trades, big in the VIG
SA Asks: How concerned should Meta investors be about child safety lawsuits?
Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports

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Nvidia and Jackson Hole take center stage

Nvidia and Jackson Hole take center stage

Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33)  Show NotesEa...

23 Elo 3min

Ross finds value in value

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Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10) Episode transcripts seekingalpha...

21 Elo 5min

Walmart flashes consumer warning

Walmart flashes consumer warning

Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)     Show Notes Universities face a SpaceX w...

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Moderna’s $44B booster

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IBM hits key quantum computing milestone

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19 Elo 3min

Canada buys 72 hours

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Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06)Episode transcripts seekingalpha.com/wsb.Show l...

19 Elo 4min

Meta faces high-stakes federal trial over child safety

Meta faces high-stakes federal trial over child safety

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with ...

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