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Feb 2025

5m 37s

Nippon Steel rethinks US Steel deal

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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

Wall Street Roundup: war, oil, airlines, energy, AI, private credit

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)Show Notes: CPI read: Airfares jumped 7% in February even before the spike in oil pricesOracle targets ... Show More

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