Interesting earnings action coming

Interesting earnings action coming

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).

Episode transcripts: seekingalpha.com/wsb

Show links:
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners

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Episoder(1000)

Coffee rally hits PSL season

Coffee rally hits PSL season

Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:1...

25 Aug 5min

Bessent brings out the bond bazooka

Bessent brings out the bond bazooka

Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49)     Show NotesThe stocks hedge fund...

24 Aug 3min

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 see...

24 Aug 4min

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 Aug 3min

Ross finds value in value

Ross finds value in value

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 Aug 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...

20 Aug 3min

Moderna’s $44B booster

Moderna’s $44B booster

Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. ...

20 Aug 5min

IBM hits key quantum computing milestone

IBM hits key quantum computing milestone

IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)Show Notes Amazon drones coming to 500 more cities...

19 Aug 3min

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