Jul 10

5m 57s

It’s a wrap

About this episode

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 seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - 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

Today

Inflation report still in sight

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - repo ... Show More

6m 17s

Yesterday

Meet Ferrari's Elettrica

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)Show Notes J.P. Morgan’s top tech stocks to short Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to a ... Show More

4m 15s

Yesterday

Netflix levels up

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)Episode transcripts seekingalpha.com/wsb.Sho ... Show More

6m 48s

Recommended Episodes

Apr 2025

SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25

New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for ... Show More

43m 30s

Feb 2025

Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe

On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More

14m 40s

Feb 2025

If new Trump tariffs stick, markets have only just begun to react

Today's slide deck: https://bit.ly/3CyH5bX - Trump delivered on the comprehensive tariffs he promised at the weekend against Canada, Mexico and China, although they don't actually go into effect until 12:01 a.m (0501 GMT) tonight. That's when we find out how much the market is ho ... Show More

20m 34s

Sep 11

New record closing and intraday highs for US stocks

US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More

15m 27s

Apr 2021

Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU

On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More

43m 49s

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

Aug 21

A significant intra-day reversal in US technology stocks

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More

11m 38s

Sep 17

It’s Fed day!

Yesterday brought a mixed set of signals across global markets. We saw unexpected optimism from Germany, developments on the US–China trade front, stronger-than-expected US retail sales figures, and mounting anticipation ahead of the Federal Reserve’s interest rate decision. Equi ... Show More

13m 39s

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 2

Financial markets shrug off the shutdown and embrace AI

European and US stock markets rallied on Wednesday, seemingly unconcerned by the US government shutdown. The S&P 500 closed above the 6,700 level for the first time ever. Asian stocks, particularly in South Korea, were boosted overnight after OpenAI signed an agreement with Samsu ... Show More

11m 26s

Listen to millions of songs and podcasts on Anghami