logo
episode-header-image
Sep 2024
6m 58s

OpenAI eyes restructure, Murati exits

SEEKING ALPHA
About this episode
tail spinning
Up next
Today
Mistral loads up on Nvidia
Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)Episode tra ... Show More
4m 59s
Yesterday
Holiday week meets key jobs report
Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)Show NotesEarnings CalendarDividend RoundupEpisode transcripts s ... Show More
4m 10s
Mar 27
Wall Street Roundup: market shifts to defense
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market CorrectionStrait o ... Show More
13m 16s
Recommended Episodes
Aug 2024
Meta's AI Investments Pay Off, and Nvidia Shatters Records
Bloomberg's Ed Ludlow breaks down how Meta's AI investments seem to have paid off. Plus, Arm slumps as the chip company holds off boosting its outlook, and Nvidia shatters records by adding $329 billion to its market cap in a single session.  See omnystudio.com/listener for priva ... Show More
42m 37s
Sep 2025
China Sends Chip Stocks Lower; Hims & Hers Falls; Warner Bros Rally Stalls
On this episode of Stock Movers:- Nvidia (NVDA) shares are lower after China ruled the company violated anti-monopoly laws with its 2020 deal to acquire Mellanox Technologies. The State Administration for Market Regulation found Nvidia in violation of antitrust regulations after ... Show More
3m 51s
Apr 2021
Bitcoin's Horrible Weekend, GameStop CEO to Step Down, The UK Intervenes in Nvidia's$40B Chip Deal, An Earnings Beat for Coca-Cola, Tesla Shares Slide Amid Probe, and Disney CEO's Message on Movies and Reopening Theaters
Carl Quintanilla, Jim Cramer and David Faber let off the show by discussing working our way back to normal: Jim and David being on set together for the first time in 13 months. They segued to Bitcoin's weekend sell-off and what it means for cryptocurrency and shares of Coinbase ... Show More
43m 56s
Sep 2025
New record closing and intraday highs for US stocks
US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More
15m 27s
Sep 2025
EA Taken Private
The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, the Wall Street Journal says debt financing is now playing an increasing role in ... Show More
20m 48s
Oct 2025
PulteGroup Sinks; Pepsi, Delta Rise on Earnings
On this episode of Stock Movers: - PulteGroup (PHM) sinks after a CFRA analyst downgraded the company calling it "overvalued." The rout comes during a tough week for homebuilder stocks as resident Donald Trump and Federal Housing Finance Agency Director Bill Pulte issue as series ... Show More
6m 26s
Oct 2025
Oracle Hits A Snag… And How Prime Day Could Boost Retail’s Slump 10/7/25
<p>Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal day ... Show More
43m 36s
Jul 2020
“Apple’s got a Stage 5 Clinger” — Jamf’s IPO. DraftKings Opening Day drama. Ro hits $1.5B
DraftKings shares dropped 6% because baseball just had its first mid-season COVID crisis. Jamf stock has doubled since its IPO because it’s got a single mission: Help your company thrive on Apple devices. And our “Unicorn of the Day” is Ro, whose valuation tripled to $1.5B by evo ... Show More
19m 9s
Oct 2025
Chart of the Day: AMD
AMD Inc. (AMD) shares have been on a tear, with the stock recently breaking out of a triangle pattern that formed over the past month. This move higher comes after a strong relative strength performance within the Technology sector. Rachel Dashiell notes that this breakout could ... Show More
3m 3s