Oct 7

6m 59s

Deals don’t wait ‘til November

About this episode

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: TMQ, STZ, and more
Fire at aluminum plant seen disrupting business at Ford, other automakers - report
Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project
Archer Aviation up double-digits on potential ties to Tesla's special announcement

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Yesterday

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

Yesterday

Lawmakers urge broader China chip curbs

U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21)Episode transcripts seekingalpha.com/wsb.Show links: B ... Show More

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