Sep 29

5m 55s

Gold extends record run

About this episode

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: GSK, MLTX, and more
Goldman's 48 potential M&A candidates
SA Asks: What's the most attractive cloud stock right now?
Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands

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

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

Oct 8

Nvidia invests big in xAI

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)Show Notes J.P. Morgan’s top consumer sector shorts Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access ... Show More

3m 54s

Recommended Episodes

Aug 28

Nvidia Earnings; Crowdstrike Miss; HP Inc and Tariffs

On this episode of Stock Movers:- Nvidia (NVDA) shares are lower this morning after it gave a revenue forecast of roughly $54 billion for the fiscal third quarter, in line with the average Wall Street estimate but lower than some analysts' projections. The company's leadership re ... Show More

3m 44s

Sep 5

The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup

This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More

42m 7s

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 29

AI Worries Push Nasdaq Lower

Nvidia and other AI-linked stocks lead a broad market retreat. Plus: Caterpillar says it expects to take a bigger hit from tariffs. And we report Kraft Heinz is closing in on a plan to break itself up. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. An artif ... Show More

2m 18s

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

Sep 30

Beyond Nvidia: How to spot the next AI breakout for your portfolio

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ... Show More

24m 45s

Jul 17

How Nvidia's size is rewriting the market playbook

Nvidia’s (NVDA) explosive growth is doing more than lifting portfolios - it’s changing the whole market. In this episode of Stocks in Translation, Strategas Securities senior ETF and technical strategist Todd Sohn joins host Jared Blikre and Producer Sydnee Fried to discuss excha ... Show More

24m 30s

Sep 2023

Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity. With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportunit ... Show More

1h 2m

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

Listen to millions of songs and podcasts on Anghami