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Mar 2025
10m 48s

Summer cuts coming? Sticky inflation wil...

SEEKING ALPHA
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Mar 13
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
10m 4s
Mar 13
Adobe beats, CEO exits
Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (0 ... Show More
5m 56s
Mar 12
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
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