Activity Overview
Episode publication activity over the past year
Super Micro gains on preliminary Q2 report
12 Feb 2025
Contributed by Lukas • Default Dataset
Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AM...
Apple and Alibaba team up on AI
11 Feb 2025
Contributed by Lukas • Default Dataset
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate s...
Trump signs new order; GameStop eyeing Bitcoin?
11 Feb 2025
Contributed by Lukas
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:1...
Gold tops $2,900 for another record
10 Feb 2025
Contributed by Lukas • Default Dataset
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McD...
Nippon Steel rethinks US Steel deal
10 Feb 2025
Contributed by Lukas • Default Dataset
Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC e...
CPI set to show inflation 'stubbornly strong'
09 Feb 2025
Contributed by Lukas
January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnin...
AI earnings, tariff threats, and bellwether stocks
07 Feb 2025
Contributed by Lukas
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff...
e.l.f. Beauty’s glow fades on weak guidance
07 Feb 2025
Contributed by Lukas
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trend...
House reps target DeepSeek government ban
06 Feb 2025
Contributed by Lukas
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanl...
MicroStrategy rebrands, doubles down on Bitcoin
06 Feb 2025
Contributed by Lukas
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) f...
Post Office quickly rethinks China package ban
05 Feb 2025
Contributed by Lukas
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbo...
Alphabet slips as AI growth drives higher capex
05 Feb 2025
Contributed by Lukas
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:...
Soaring egg prices lead to emergency Waffle House measures
04 Feb 2025
Contributed by Lukas
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Supe...
Palantir soars on earnings, outlook
04 Feb 2025
Contributed by Lukas
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-...
U.S. and Mexico quickly reach tariff delay deal
03 Feb 2025
Contributed by Lukas
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU ...
Tariff battles begin
03 Feb 2025
Contributed by Lukas
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to sh...
No Groundhog Bump this year
02 Feb 2025
Contributed by Lukas
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at...
DeepSeek! More Earnings! Trump!
31 Jan 2025
Contributed by Lukas
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starb...
Oil tariff exclusion
31 Jan 2025
Contributed by Lukas
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), an...
GDP cools as firms prep for tariffs
30 Jan 2025
Contributed by Lukas
Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon...
American Airlines jet, Army helicopter collide near Reagan
30 Jan 2025
Contributed by Lukas
American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have...
Fed holds rates with little sign of urgency
29 Jan 2025
Contributed by Lukas
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no cont...
ASML tops Q4 estimates, unveils 2025 outlook
29 Jan 2025
Contributed by Lukas
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Mic...
Tesla, BMW drive into EU tariff battle
28 Jan 2025
Contributed by Lukas
Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on trac...
DeepSeek deep sixes stocks
27 Jan 2025
Contributed by Lukas
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields pl...
China's DeepSeek outshines U.S. AI giants
27 Jan 2025
Contributed by Lukas
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Inst...
Powell v Trump and megacap earnings
26 Jan 2025
Contributed by Lukas
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and ...
Interesting earnings action coming
24 Jan 2025
Contributed by Lukas
Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent...
Allurion soars on balloon and GLP-1 study plans
24 Jan 2025
Contributed by Lukas
Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks grou...
Don't call it a GE comeback
23 Jan 2025
Contributed by Lukas
GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Proj...
EU weighs EV subsidies amid struggles
23 Jan 2025
Contributed by Lukas
EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina ut...
Project Stargate is a go
22 Jan 2025
Contributed by Lukas
The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's ...
Netflix bills climb, shares rise
22 Jan 2025
Contributed by Lukas
Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks so...
Google spinoff sees AI drug trials this year
21 Jan 2025
Contributed by Lukas
Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell ...
Trump mulls tariffs on neighbors
21 Jan 2025
Contributed by Lukas
Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC...
Netflix earnings in the spotlight
20 Jan 2025
Contributed by Lukas
Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a...
Can the bull market sustain itself?
17 Jan 2025
Contributed by Lukas
Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip result...
GM data deal hits a dead end
17 Jan 2025
Contributed by Lukas
FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U...
No landing in a growth world, corporate credit bullishness
16 Jan 2025
Contributed by Lukas
Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happ...
Costco stands firm on DEI
16 Jan 2025
Contributed by Lukas
Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research f...
Inflation data invigorates stocks, bonds
15 Jan 2025
Contributed by Lukas
Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidi...
Saudi Aramco poised to bet on lithium
15 Jan 2025
Contributed by Lukas
Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) El...
Microsoft in pole position for Agentic AI
14 Jan 2025
Contributed by Lukas
Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in c...
Pay to Stay: Starbucks refreshes store rules
14 Jan 2025
Contributed by Lukas
Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Hone...
Retail stocks punished after holiday updates
13 Jan 2025
Contributed by Lukas
As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on...
Canada ready to counter Trump tariffs
13 Jan 2025
Contributed by Lukas
Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest...
Big banks kick off earnings season
12 Jan 2025
Contributed by Lukas
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds...
Intertwined markets and upcoming earnings
10 Jan 2025
Contributed by Lukas
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). E...
Wildfire costs blaze toward historic highs
10 Jan 2025
Contributed by Lukas
AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. nati...
Nvidia pulls the rug out from under quantum stocks
08 Jan 2025
Contributed by Lukas
NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareho...
Shell lowers Q4 outlook, trims LNG output
08 Jan 2025
Contributed by Lukas
Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop...
Aurora partners with Continental and Nvidia
07 Jan 2025
Contributed by Lukas
Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows i...
U.S. adds Tencent, Huawei to Chinese military list
07 Jan 2025
Contributed by Lukas
U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collabor...
Fubo combines with Disney's Hulu + Live TV
06 Jan 2025
Contributed by Lukas
Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets anothe...
Trudeau’s potential exit lifts Canadian dollar
06 Jan 2025
Contributed by Lukas
Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX...
Jobs and CES lead another shortened week
05 Jan 2025
Contributed by Lukas
Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer El...
Biden poised to block US Steel deal: report
03 Jan 2025
Contributed by Lukas
Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) t...
Room for disappointments in 2025 and into 2026
02 Jan 2025
Contributed by Lukas
Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:...
Alibaba sells Sun Art at $2B loss
02 Jan 2025
Contributed by Lukas
Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescrip...
Tale of the tape for 2024
01 Jan 2025
Contributed by Lukas
The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1...
Faraday Future surges with CES reveal ahead
31 Dec 2024
Contributed by Lukas
Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Seal...
Buckle up for the year of Grand Theft Auto
30 Dec 2024
Contributed by Lukas
GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea ...
South Korea orders Boeing 737-800 inspections after fatal crash
30 Dec 2024
Contributed by Lukas
South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices...
S&P up 25% heading into end of year
29 Dec 2024
Contributed by Lukas
The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominat...
Netflix lights up Christmas with NFL ratings win
27 Dec 2024
Contributed by Lukas
Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) l...
Watch out for 'Returnuary'
26 Dec 2024
Contributed by Lukas
Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (...
Bain, KKR bids hit $7.6B for Seven & i non-core assets
26 Dec 2024
Contributed by Lukas
Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japa...
Starbucks facing biggest barista strike yet
24 Dec 2024
Contributed by Lukas
Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly gr...
Biden to rule on US Steel takeover
24 Dec 2024
Contributed by Lukas
Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops aft...
Nordstrom closes books on 53 years as public company
23 Dec 2024
Contributed by Lukas
The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapt...
Starbucks strike expands
23 Dec 2024
Contributed by Lukas
Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSA...
All aboard the Santa Rally sleigh
22 Dec 2024
Contributed by Lukas
The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on Ch...
REITs, interest rates and why retail isn't dead
21 Dec 2024
Contributed by Lukas
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail is...
Stagflation ahead?
20 Dec 2024
Contributed by Lukas
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for th...
Turmoil hits Capitol Hill; Trump threatens tariffs
20 Dec 2024
Contributed by Lukas
Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU ...
El Salvador bitcoin Utopia hits IMF snag
19 Dec 2024
Contributed by Lukas
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Mic...
Stock futures stabilize after sharp selloff
19 Dec 2024
Contributed by Lukas
U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday seas...
Fed cuts rates, but Powell plays the Grinch
18 Dec 2024
Contributed by Lukas
Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and high...
Merger buzz powers Nissan, Honda
18 Dec 2024
Contributed by Lukas
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:2...
Is the quantum trade eclipsing the AI trade?
17 Dec 2024
Contributed by Lukas
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectatio...
TikTok CEO, Trump talk as ban looms
17 Dec 2024
Contributed by Lukas
TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime s...
The case for Apple as top pick for 2025
16 Dec 2024
Contributed by Lukas
Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) Bof...
Wedbush boosts Tesla price targets
16 Dec 2024
Contributed by Lukas
Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Ap...
Fed cut baked in this week; what about '25?
15 Dec 2024
Contributed by Lukas
Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report...
The world of funds and why U.S. is most attractive
14 Dec 2024
Contributed by Lukas
Dan Malone of Malone Financial talks to us about the world of funds and how he approaches internatio...
More of the same and what can't be ignored
13 Dec 2024
Contributed by Lukas
More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM,...
Amazon, Meta back Trump inauguration
13 Dec 2024
Contributed by Lukas
Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo sur...
Watchdog caps bank overdraft fees
12 Dec 2024
Contributed by Lukas
CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Suprem...
Big Tech drives Nasdaq rally
12 Dec 2024
Contributed by Lukas
Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in Chin...
Fed cut assured despite stubborn inflation
11 Dec 2024
Contributed by Lukas
Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal...
GM pumps the brakes on robotaxis
11 Dec 2024
Contributed by Lukas
General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch &...
McDonald's review bombed after UnitedHealth suspect arrest
10 Dec 2024
Contributed by Lukas
Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&...
Taiwan Semi chips in big gains
10 Dec 2024
Contributed by Lukas
Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares ...
TikTok appeals for breakup lifeline
09 Dec 2024
Contributed by Lukas
TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly...
Google Payment Counters CFPB Oversight with Lawsuit
09 Dec 2024
Contributed by Lukas
Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo ...
CPI on tap with inflation fight looking to last through '25
08 Dec 2024
Contributed by Lukas
Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme ...
Handling volatility with long-term dividends
07 Dec 2024
Contributed by Lukas
Handling market volatility with long-term dividend growth investing. Prioritizing future dividends o...
Market drifting higher, punctuated by dramatic tech earnings
06 Dec 2024
Contributed by Lukas
Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The cataly...
Lingerie, leggings and beauty wins
06 Dec 2024
Contributed by Lukas
Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) s...
Airlines climb on upbeat travel trends
05 Dec 2024
Contributed by Lukas
American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel a...