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Jan 2025
13m 48s

Intertwined markets and upcoming earning...

SEEKING ALPHA
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Yesterday
The largest oil supply shock ever
IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)Show NotesThe 20 stocks hedge funds love the mostTime to stop treating AI as ... Show More
4m 9s
Yesterday
Atlassian trims staff for AI
Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04) Episode transcripts seekingalpha.c ... Show More
5m 2s
Mar 11
Inflation holds, but oil looms
February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)Show NotesThe most ‘disconnected’ tech trade Epi ... Show More
4m 6s
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