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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 …
1 year, 2 months ago
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:…
1 year, 2 months ago
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 Go…
1 year, 2 months ago
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 upstage…
1 year, 2 months ago
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 earnin…
1 year, 2 months ago
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 ove…
1 year, 2 months ago
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:po…
1 year, 2 months ago
Alphabet slips as AI growth drives higher capex
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates j…
1 year, 2 months ago
Soaring egg prices lead to emergency Waffle House measures
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)
Show Notes
Poll: I…
1 year, 2 months ago
Palantir soars on earnings, outlook
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal an…
1 year, 2 months ago