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Nov 2025
4m 13s

OpenAI and Amazon in $38 billion cloud d...

SEEKING ALPHA
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Today
Mistral loads up on Nvidia
Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)Episode tra ... Show More
4m 59s
Yesterday
Holiday week meets key jobs report
Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)Show NotesEarnings CalendarDividend RoundupEpisode transcripts s ... Show More
4m 10s
Mar 27
Wall Street Roundup: market shifts to defense
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market CorrectionStrait o ... Show More
13m 16s
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