logo
episode-header-image
Jul 2025
11m 6s

Wall Street Roundup: AI trade, market me...

SEEKING ALPHA
About this episode
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

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
Warner Bros. asks for sweetener bids
Paramount, Netflix and Comcast <a href="https://seekingalpha.com/news/4526023-warner-bros-asks-bidders-to-submit-sweetened-offers-report?source=wsb_podcast:warner_bros_asks_for_sweeter_bids" target="_blank" rel="noreferrer noopener">have all put in bids</a>. (0:14) Stocks keep re ... Show More
2m 45s
Yesterday
Nvidia’s chip reign challenged
Nvidia (NVDA) stock <a href="https://seekingalpha.com/news/4525678-nvidia-stock-drops-after-report-of-meta-considering-multi-billion-dollar-deal-for-google-ai-chips?source=wsb_podcast:nvidias_chip_reign_challenged" target="_blank" rel="noreferrer noopener">drops</a> after report ... Show More
5m 39s
Nov 24
AI trade battles back
The Nasdaq rallies <a href="https://seekingalpha.com/news/4525372-wall-street-climbs-to-kick-off-the-holiday-shortened-week?source=wsb_podcast:ai_trade_battles_back" target="_blank" rel="noreferrer noopener">more than 2%</a>. (0:15) Novo Nordisk sinks after <a href="https://seeki ... Show More
2m 46s
Recommended Episodes
Apr 2025
Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25
<p>Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ... Show More
48m 31s
Aug 25
Jerome Powell opens the door to interest rate cuts
Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall S ... Show More
11m 5s
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s
Oct 22
Tesla Earnings Miss Despite Record Third-Quarter Sales Surge
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Tesla Inc.’s third-quarter profit fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs.Adju ... Show More
37m 59s
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 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
Aug 17
Nasdaq’s Record Highs: Is the AI Boom Here to Stay?
<p><span>In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?</span></p><p><br></p><p><span>Ra ... Show More
10m 18s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
<p>Market Turmoil &amp; Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies</p><p><br></p><p>In this episode, we explore today&#39;s weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indice ... Show More
1h 1m
Sep 10
Higher ground – equities rise on rate hopes and merger activity
Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier glob ... Show More
18m 27s