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AI premium fades as staples surge
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg …
3 hours ago
C3.ai’s big miss
C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow …
10 hours ago
Microsoft, Nvidia, Uber back Wayve's $1.2B funding
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory h…
1 day, 3 hours ago
UBS hikes private credit default view
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theat…
1 day, 10 hours ago
FedEx demands tariffs return to sender
FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock fall…
2 days, 11 hours ago
Futures slip amid renewed tariff-related uncertainty
Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines an…
3 days, 10 hours ago
Wall Street Roundup: Supreme Court Rules
Walmart, Carvana and Blue Owl earnings; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)
Episode transcripts: seekingalpha.…
6 days, 4 hours ago
Carvana drops despite higher sales
Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets …
1 week ago
Japan sends $36B flowing into U.S. energy
SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online aft…
1 week, 1 day ago
Masimo jumps as Danaher nears $10B deal
Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Lin…
1 week, 2 days ago