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Oct 2024

5m 40s

Expedia gains on Uber takeover report

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Private credit meets redemptions

Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)Show NotesThe 20 stocks hedge funds love to shortEpisode transcripts seekingalpha.c ... Show More

Micron doubles Taiwan bet

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)Episode transcripts seekingalpha.com/wsb.Show li ... Show More

Fed meets as oil shock roils outlook

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36) Show NotesEarnings CalendarDividend RoundupEpisode transcripts ... Show More

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