A Dell of a quarter

A Dell of a quarter

An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: DELL, CRDO, and more
Michael Burry’s portfolio: How his bullish and bearish bets fared In August
Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI
U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners

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Episoder(1000)

Uber cuts jobs to go simpler and faster

Uber cuts jobs to go simpler and faster

Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)   Show NotesSiriusXM gets a v...

2 Sep 3min

The bond yield America can't afford

The bond yield America can't afford

Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01)   Show NotesWilliam Blair’s latest stock Conviction L...

1 Sep 3min

Liability sparks downgrades

Liability sparks downgrades

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice o...

1 Sep 6min

Central banks get AI jitters

Central banks get AI jitters

BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12)     Show Notes Retail i...

31 Aug 3min

Futures lower as oil rises

Futures lower as oil rises

Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purch...

31 Aug 4min

Jobs report puts Fed hike in focus

Jobs report puts Fed hike in focus

August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56)Show NotesCyber...

30 Aug 3min

Marvell beats, street shrugs

Marvell beats, street shrugs

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42...

28 Aug 5min

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