logo
episode-header-image
Sep 2024
6m 43s

Nippon Steel assures US Steel to remain ...

SEEKING ALPHA
About this episode
tail spinning
Up next
Yesterday
Retail earnings put consumers in the spotlight
Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56) Show NotesJane Street loses $15B in AI fundEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.c ... Show More
3m 30s
Apr 2026
STAAR prelims signal upside
STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode ... Show More
5 m
Apr 2026
Insurers pop on Medicare rate hike
Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode tran ... Show More
5m 3s
Recommended Episodes
Jun 2025
Meta Offers $100M to Poach OpenAI Talent? & Nippon Closes $14B US Steel Deal
Episode 608: Neal and Toby recap the Fed meeting where Fed Chair Jerome Powell continues to hold rates steady. Then, Nippon closes its acquisition of US Steel with the US getting the rare ‘golden share’ of the deal. Also, Sam Altman is spilling the beans about Meta’s attempt to p ... Show More
30m 7s
Jul 2025
The President's Golden Share in U.S. Steel
LIVE SHOW ALERT: August 18th, NYC. Get your tickets here. When news broke that a Japanese company, Nippon Steel, was buying the storied American steel company U.S. Steel, it was still 2023, just before an election. And right away, politicians from both sides of the aisle came out ... Show More
28m 22s
Oct 2023
Americans Are All-In on Owning Stocks & China Concerns Ground Canada Goose
Episode 174: Neal and Toby discuss how CEOs and companies are responding to the Israel-Hamas War. Plus, why over half of American households own stock now and how net neutrality may soon be revived. The guys share their stock and dog of the week and also Costco's long-time CEO is ... Show More
27m 38s
May 2024
Tesla Fires Supercharger Team & Can AI Save the Fast-Food Industry?
Episode 314: Neal and Toby unpack the Fed’s meeting to keep interest rates steady where rich Americans could be a key reason. Then, fast food brands are feeling the hurt across the board with weakening demand… Except for… Wingstop? Next, Elon Musk makes a baffling decision to fir ... Show More
30m 9s
Apr 2024
Nippon Steel Latest, Asia Markets
<p>Featuring:</p> <p>Joe Deaux, Bloomberg Metals &amp; Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel.<br>Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. <br>Prashant Bhayani, Asia C ... Show More
24 m
Sep 2024
Steel Deal In Jeopardy… And Customers Pause On Microsoft’s Office AI Assistant 9/4/24
<p>Shares of U.S Steel plunging as the Biden Administration prepares to block the merger deal with Japan’s Nippon Steel. What the fallout means for U.S. Steel’s future, and the job cuts that could follow. Plus Microsoft’s AI snag. Customers of the company’s Office AI assistant pu ... Show More
43m 51s
Jan 2025
What’s next for US Steel?
<p>Eurozone economists warn the European Central Bank has been too slow to cut interest rates, and US Steel faces a bleak outlook after President Biden’s decision to block its sale. UK businesses plan price increases as the Budget drives up costs, and CrowdStrike has more than re ... Show More
11m 2s
Aug 2023
Encouraging signs from the US do little to pacify investors
<p>Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes in Europe. Carsten Menke, Head of Next Generation Research, provides an update on industrial metals in the context of development ... Show More
16m 57s
Mar 2025
Tesla, Nvidia, Shoe Carnival
On this episode of Stock Movers: - Tesla shares dropped on the news it's recalling all the Cybertrucks it produced and sold in the first 15 months it was on the market in the US over a safety issue it’s having trouble resolving. The carmaker estimates that 1% of the 46,096 pickup ... Show More
3m 48s