logo
episode-header-image
Jun 2025
4m 23s

Home Depot reportedly makes move on GMS

SEEKING ALPHA
About this episode
Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report

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
Yesterday
Will Burry or BABA invigorate a short week?
Alibaba reports earnings Tuesday: time or <a href="https://seekingalpha.com/article/4846924-alibaba-ai-boom-quietly-rewriting-narrative-rating-upgrade?source=wsb_podcast:will_burry_or_baba_invigorate_a_short_week" target="_blank" rel="noreferrer noopener">buy</a> or <a href="http ... Show More
4m 19s
Nov 21
Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech &amp; BNPL pressure (4:20). Septemb ... Show More
12m 42s
Nov 21
Brewing U.S. relief with Brazil beans
Trump <a href="https://seekingalpha.com/news/4524736-trump-drops-40-tariffs-on-brazilian-beef-coffee?source=wsb_podcast:brewing_us_relief_with_brazil_beans" target="_blank" rel="noreferrer noopener">drops 40% tariffs</a> on Brazilian beef, coffee amid rising food prices. (00:22) ... Show More
5m 22s
Recommended Episodes
Jul 2025
Fed Holds and Big Tech Beats; US-South Korea Trade Deal
US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 adv ... Show More
20m 24s
Jan 2025
China's DeepSeek has US questioning AI innovation pace: Snowflake CEO weighs in
AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model mak ... Show More
24m 14s
Oct 16
AI trade surges, Fed split, United lifts outlook
US stocks open higher as the AI trade reignites on record results from Taiwan Semiconductor (TSM), which posted record quarterly profit and raised its 2025 outlook for the second time this year. The chipmaker expects mid-30% revenue growth next year and plans to expand production ... Show More
21m 6s
Sep 15
China Sends Chip Stocks Lower; Hims & Hers Falls; Warner Bros Rally Stalls
On this episode of Stock Movers:- Nvidia (NVDA) shares are lower after China ruled the company violated anti-monopoly laws with its 2020 deal to acquire Mellanox Technologies. The State Administration for Market Regulation found Nvidia in violation of antitrust regulations after ... Show More
3m 51s
Oct 6
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
Oct 7
AMD's Chip Deal With OpenAI Triggers Explosive Rally
AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defen ... Show More
45m 21s
Sep 15
Alphabet Pops, Global X Uranium Up Big, CoreWeave Rallies
On this edition of Stock Movers:- Google parent Alphabet (GOOGL) shares popped today after the search giant on Monday joined an elite group of companies valued at more than $3 trillion, the latest sign of improving investor sentiment toward the Google parent. Shares rose as much ... Show More
5m 40s
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
Listen to millions of songs and podcasts on Anghami