Oct 2024

6m 8s

Ferrari unveils first new supercar in a ...

About this episode

With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)

Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Up next

Yesterday

Will Burry or BABA invigorate a short week?

Alibaba reports earnings Tuesday: time or <a href="https://seekingalpha.com/article/4846924-alibaba-ai-boom-quietly-rewriting-narrative-rating-upgrade?source=wsb_podcast:will_burry_or_baba_invigorate_a_short_week" target="_blank" rel="noreferrer noopener">buy</a> or <a href="http ... Show More

4m 19s

Nov 21

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). Septemb ... Show More

12m 42s

Nov 21

Brewing U.S. relief with Brazil beans

Trump <a href="https://seekingalpha.com/news/4524736-trump-drops-40-tariffs-on-brazilian-beef-coffee?source=wsb_podcast:brewing_us_relief_with_brazil_beans" target="_blank" rel="noreferrer noopener">drops 40% tariffs</a> on Brazilian beef, coffee amid rising food prices. (00:22) ... Show More

5m 22s

Recommended Episodes

Sep 2024

Stocks dive as an eventful September kicks off

<p>September gets off to a rocky start for stocks, with semiconductors plummeting. The S&P 500 index has suffered its worst September opening in years, tumbling over 2% amid renewed worries about overstretched valuations in AI-related stocks and a disappointing manufacturing ... Show More

11m 5s

Oct 6

OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar

US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More

24m 4s

Oct 13

Stocks Rally As China Trade Fears Diminish… And Bank Results Ready To Go 10/13/25

<p>Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for ... Show More

43m 43s

Aug 25

Inside the Income Factory: credit asset investing with Steven Bavaria

Steven Bavaria, from Inside the Income Factory, discusses credit assets (0:30). Contextualizing PBDC's expense ratio (5:00). Clearing up confusion around Collateralized Loan Obligation, CLOs (7:00). Diving into Barings Global Short Duration High Yield Fund (12:55). Ares Dynamic C ... Show More

17m 40s

Sep 11

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 12

Markets rally as ECB holds rates and US data fuels Fed rate cut bets

marked a second consecutive pause following eight hikes since last year. In the US, data was mixed: inflation remains sticky but isn’t accelerating, and jobless claims unexpectedly surged. These developments have reinforced expectations of a Federal Reserve rate cut next week. As ... Show More

14 m

Sep 2024

A crucial few weeks for crypto assets

<p>European markets were flat after reaching a record high last week, held back by weak economic demand from China. Rolls Royce fell sharply on concerns over a faulty engine part in the Airbus 350. Swiss PMIs surprise to the upside, while manufacturing activity in France and Germ ... Show More

11m 16s

Aug 21

A significant intra-day reversal in US technology stocks

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More

11m 38s

Sep 10

Higher ground – equities rise on rate hopes and merger activity

Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier glob ... Show More

18m 27s

Sep 12

Weekly Roundup: Oracle Gains, Klarna Kicks Off IPO Week, Synopsys Declines

On this episode of Stock Movers: - Oracle (ORCL) shares gained the most since 1992 after the company gave an aggressive outlook for its cloud business, cementing the software maker’s place in the race to support demand for artificial intelligence computing. - Klarna (KLAR) and so ... Show More

6m 7s

Listen to millions of songs and podcasts on Anghami