Gold tops $2,900 for another record
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro Computer stock up almost 50% heading into earnin...
10 Feb 20254min
Nippon Steel rethinks US Steel deal
Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to ...
10 Feb 20255min
CPI set to show inflation 'stubbornly strong'
January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show Notes Earnings CalendarTop 10 value stocksE...
9 Feb 20256min
AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased com...
7 Feb 202517min
e.l.f. Beauty’s glow fades on weak guidance
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Niko...
7 Feb 20256min
House reps target DeepSeek government ban
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)Show NotesBofA's top 10 growth stocksSkyw...
6 Feb 20255min
MicroStrategy rebrands, doubles down on Bitcoin
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complain...
6 Feb 20257min
Post Office quickly rethinks China package ban
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_banShow No...
5 Feb 20256min
