Big bear spies AI bubble

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).Episode transcripts: seekingalpha.com/wsbShow links: Powell In Jackson Hole, A Little Too Late - Danielle DiMartino BoothHome sales falling ... Show More

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingal ... Show More

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).Episode transcripts: seekingalpha.com/wsbShow links: Dow surges to record high as Wall Stree ... Show More

Fortune favors the bold in credit markets this year, with the biggest returns coming from the highest-risk debt. To analyze why and what’s next, we’re joined by Gowri Gurumurthy, a veteran high-yield bond reporter at Bloomberg News. Triple C rated bonds and leveraged loans are po ... Show More

The week started on a hopeful note after the de-escalation of tensions between Israel and Iran. Gold and oil retreated, equities gained. Bitcoin was better bid following halving while cocoa futures continued to fluctuate near record highs. On the economic calendar, a series of PM ... Show More

Businesses and investors keep making big bets on artificial intelligence. Earlier this month, Nvidia, whose chips power a lot of AI tech, topped $3 trillion in market cap. Other tech giants, like Microsoft and Amazon, are pledging billions to build up their AI capabilities. As th ... Show More

Meta fell 15% in the afterhours trading despite earnings beat as investors didn’t like the weaker-than-expected revenue forecast for the current quarter and even less the news that the company will be spending more money to improve its AI capabilities. Tesla jumped 12% regardless ... Show More

Alphabet surges on strong earnings. Microsoft reports higher profits but disappoints with guidance. Amazon reports record quarterly sales. Facebook falls on concerns over a decline in U.S. and Canadian users. Starbucks serves up a surprise. Apple dips on weak iPhone sales. And Ne ... Show More

In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week: Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the AI race. Amazon has outpe ... Show More

In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street. If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more! We also look at how ... Show More

Roku and Netflix rise on upgrades. AT&T prepares to sell DirecTV at a steep loss. Movie theater stocks AMC, Cinemark, and Cineworld tumble on news that Cineworld is closing all cinemas in the U.S. and U.K. IBM spins off its legacy business. AMD gets serious about acquiring chip m ... Show More

The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon gains ground in digital advertising and announces plans to open its first grocery ... Show More

Meta dropping after-hours as guidance disappoints. So has the social stock’s recent climb come to an end? Plus Investors plug into Tesla post-earnings, as CEO Elon Musk gives updates on the EV maker’s new models and robotaxi plans. What he’s saying about the timeline and if these ... Show More