logo
episode-header-image
Nov 2024
4m 28s

Nvidia gets a big vote of confidence

SEEKING ALPHA
About this episode
tail spinning
Up next
Today
Tariff refund rush begins
Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) Episode transcripts seekingalpha.co ... Show More
5m 10s
Apr 9
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 7
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
Aug 2025
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
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
Apr 2025
SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25
<p>New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains ... Show More
43m 30s
Oct 2025
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
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
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
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
Feb 2025
Instant Reaction: Alphabet Slides After Cloud Sales Fall Short
Google parent Alphabet posted fourth-quarter revenue that missed analysts’ expectations as growth in its cloud business slowed. The shares fell more than 8%. Sales, excluding partner payouts, were $81.6 billion, Alphabet said Tuesday in a statement. Analysts had projected $82.8 b ... Show More
18m 5s
Mar 2025
Banking Stocks, Barclays Fuels Ferrari, Sportswear Sinks
On this episode of Stock Movers: - The rally in European banking stocks shows few signs of cooling down after another stellar quarter. The Stoxx 600 Banks Index has surged 25% this year, its best three months since 2020. That’s made it the top-performing sector in Europe by far a ... Show More
5m 4s