Yesterday

4m 59s

AI spending drives TSMC

About this episode

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: HPE, RAIL, and more
Iran says oil blockade will persist until attacks end
JPMorgan sees 10% S&P 500 pullback on heightened war concerns
Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?

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

Oracle beat sends shares up

Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's R ... Show More

5m 27s

Yesterday

Ex-Meta AI chief LeCun's startup raises $1B seed

AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)Show NotesPolymarket taps Palantir to help referee sports bettingEpisode transcripts seek ... Show More

3m 51s

Mar 9

Anthropic sues Pentagon over AI ban

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)Show NotesWhere are airlines hedged on jet fuel?Oil will delay global rat ... Show More

4m 53s

Recommended Episodes

Oct 2025

PulteGroup Sinks; Pepsi, Delta Rise on Earnings

On this episode of Stock Movers: - PulteGroup (PHM) sinks after a CFRA analyst downgraded the company calling it "overvalued." The rout comes during a tough week for homebuilder stocks as resident Donald Trump and Federal Housing Finance Agency Director Bill Pulte issue as series ... Show More

6m 26s

Jun 2025

Marathon Petroleum Gains; Palantir Higher; US Steel Rallies

On this episode of Stock Movers: - Marathon Petroleum (MPC) is higher this morning as it beats out oil giants like Chevron and Exxon, as companies with more exposure to the United States share picture are gaining. The conflict between Israel and Iran has caused damage to the US c ... Show More

4m 9s

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

Mar 2025

Banking Stocks, Barclays Fuels Ferrari, Sportswear Sinks

On this episode of Stock Movers: - The rally in European banking stocks shows few signs of cooling down after another stellar quarter. The Stoxx 600 Banks Index has surged 25% this year, its best three months since 2020. That’s made it the top-performing sector in Europe by far a ... Show More

5m 4s

Sep 2025

Anglo American Surges, Monte Paschi Up, Saab Dips

On this episode of Stock Movers: - Anglo American rises as much as 8.5% in London, to its highest intraday level since Feb. 14, after the company agreed to merge with Canada’s Teck Resources, marking one of the biggest mining transactions in more than a decade.- Monte Paschi has ... Show More

10 m

Oct 2025

Stocks Rally As China Trade Fears Diminish… And Bank Results Ready To Go 10/13/25

<p>Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for ... Show More

43m 43s

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

Oct 2025

Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout

US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ... Show More

21m 49s

Apr 2021

Bitcoin's Horrible Weekend, GameStop CEO to Step Down, The UK Intervenes in Nvidia's$40B Chip Deal, An Earnings Beat for Coca-Cola, Tesla Shares Slide Amid Probe, and Disney CEO's Message on Movies and Reopening Theaters

Carl Quintanilla, Jim Cramer and David Faber let off the show by discussing working our way back to normal: Jim and David being on set together for the first time in 13 months. They segued to Bitcoin's weekend sell-off and what it means for cryptocurrency and shares of Coinbase ... Show More

43m 56s

Mar 2025

Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25

<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More

43m 45s