May 16

5m 29s

GlobalWafers commits $7.5B to U.S. growt...

About this episode

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation

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

Today

It’s a wrap

McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)Episode transcripts seekinga ... Show More

5m 57s

Yesterday

Copper retreats, crude oil gains

Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).Show NotesCopper retreats from record high, crude oil gains after EIA forecastU.S. stock ... Show More

6m 35s

Jul 8

Inflation expectations look anchored

New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)Show NotesGoldman, BofA up S&P targetsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here ... Show More

4m 50s

Recommended Episodes

Oct 2024

US stocks get tech boost

Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for ins ... Show More

16m 2s

Jan 2025

US small business optimism soars

US small business owners are experiencing their highest level of optimism in over 40 years, fuelled by expectations of tax cuts and deregulation under Donald Trump. US producer prices rose less than expected in December, providing some relief, although today's consumer price data ... Show More

18m 7s

Apr 3

20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech

Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll b ... Show More

1h 27m

Mar 2025

Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian

Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian. Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More

21 m

Feb 2025

Tariff trade wars persist, Google’s antitrust allegations in China, Palantir soars

Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Spotify (SPOT), PepsiCo (PEP), Merck (MRK)Takeaways: China retaliates t ... Show More

52m 39s

Jan 2025

DeepSink: China's DeepSeek Slams Stocks

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ... Show More

8m 54s

Jan 2025

Why Nasdaq's CEO sees IPO market growth ahead: FROM DAVOS

The IPO market was mixed at best in 2024 despite strong showings by Reddit (RDDT), Viking (VIK), and Rubrik (RBRK). IPOs raised about $123 billion last year compared to a peak of $594 billion in 2021, according to Dealogic data. A total of 150 companies went public last year, per ... Show More

25m 38s

Oct 2024

Private credit’s growing ‘IOU’ habit

Shares in ASML led a tech rout on Nasdaq on Tuesday after the chipmaker warned of a slower recovery in the semiconductor market, and Goldman Sachs’ quarterly profits jumped 45 per cent to $3bn, boosted by its equity trading business. Asian battery makers are racing to develop new ... Show More

10m 15s

Nov 2024

Markets react as expected to Trump tariff announcements

European markets closed lower yesterday, with auto stocks down 1.7%. The big US equity indices all inched higher, although small caps fell after Monday’s gains. Asia was mixed this morning with Chinese stocks up and Japanese stocks down. Bitcoin is now trading nearer USD 90,000 t ... Show More

13m 37s

Feb 2025

Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show More

51m 14s

Listen to millions of songs and podcasts on Anghami