Wall Street Roundup: carving up the AI trade
Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)Show Notes:We're In (The Early Stages Of) A BubbleSteven...
10 Jul 10min
SK Hynix lands record U.S. debut
Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58) Show NotesGolden cross for FinancialsPolymarket wants...
10 Jul 3min
Levi's frayed forecast
Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Bigg...
9 Jul 4min
Oil futures surge on strikes
U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)Episode transcripts seeking...
8 Jul 5min
We are in a bubble
Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (T...
7 Jul 5min
Walmart turns up discounts
Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08) Episode transcripts seekingalpha.com/wsb.Show links: B...
7 Jul 4min
Wall Street’s bulls, few bears
Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock mo...
6 Jul 5min
Big catalyst week for SpaceX
SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)Show NotesTesla limits employee AI useEpisode transcrip...
5 Jul 4min
