Episode (200)
Halaman 14 dari 20
UBS hikes private credit default view
Feb 25, 2026UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump...
FedEx demands tariffs return to sender
Feb 24, 2026FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropi...
Futures slip amid renewed tariff-related uncertainty
Feb 23, 2026Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see...
Wall Street Roundup: Supreme Court Rules
Feb 20, 2026Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30) Episode transcripts: seekingalpha.com/wsb Show links: The Art Of Being A Contrarian With C...
Carvana drops despite higher sales
Feb 19, 2026Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as...
Japan sends $36B flowing into U.S. energy
Feb 18, 2026SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users wo...
Masimo jumps as Danaher nears $10B deal
Feb 17, 2026Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (...
Walmart headlines holiday earnings week
Feb 15, 2026Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37) Show Notes Goldma...
Wall Street Roundup: economic data, earnings updates
Feb 13, 2026Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30) Episode transcripts: seeking...
Buy now, pay later: A split decision
Feb 13, 2026Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federa...