Inflation holds, but oil looms
February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credi...
11 Maalis 4min
Oracle beat sends shares up
Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump ...
11 Maalis 5min
Ex-Meta AI chief LeCun's startup raises $1B seed
AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)Show Note...
10 Maalis 3min
AI spending drives TSMC
TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on ...
10 Maalis 4min
Anthropic sues Pentagon over AI ban
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk....
9 Maalis 4min
G7 weighs oil market boost
G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers ...
9 Maalis 5min
How high can oil go?
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11) Show NotesE...
8 Maalis 4min
India to buy Russian oil as war disrupts supplies
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)Episode transcripts: seekingalpha.com/wsbSign up for our daily news...
6 Maalis 5min
