logo
episode-header-image
Today
21m 22s

Wall Street Breakfast with Steven Cress ...

SEEKING ALPHA
About this episode
It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)

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
Apr 2026
STAAR prelims signal upside
STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode ... Show More
5 m
Apr 2026
Insurers pop on Medicare rate hike
Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode tran ... Show More
5m 3s
Apr 2026
PepsiCo exits Kanye fest
PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)Episode transcripts s ... Show More
5m 42s
Recommended Episodes
Apr 2023
Chipmaking giant Samsung to cut production amid slowing demand
Samsung, the South Korean electronics giant, reported that profits declined by a whopping 96% in Q1 of this year due to slowing demand for microchips and other electronics. We look at the company’s decision to cut production of microchips as a result of the news, and what that sa ... Show More
8m 3s
May 2023
Adani tries to win back investors
<p>China’s semiconductor industry fears Japanese curbs on exports of crucial chipmaking equipment are stricter than US limits, Meta has been hit with a €1.2bn fine by the EU for privacy violations, and the Adani Group is trying to woo investors after a series of allegations from ... Show More
8m 8s
Nov 2023
Sam Bankman-Fried Guilty and Apple Takes a Hit
Bloomberg's Caroline Hyde and Ed Ludlow break down FTX Founder Sam Bankman-Fried's guilty verdict, and its impact on the crypto industry. Plus, Apple shares take a hit after the world's most valuable company warns of a sluggish holiday quarter and weakness in China.See omnystudio ... Show More
46m 13s
May 2023
Nvidia closes in on the trillion dollar club
<p>More large US companies are taking shelter in bankruptcy court, Nvidia is on course to become the first chipmaker to be valued at more than $1tn, and Turkish voters go back to the polls to pick their next president.&nbsp;</p><br><p><strong>Mentioned in this podcast:</strong></ ... Show More
8m 39s
Oct 2024
Private credit’s growing ‘IOU’ habit
<p>Shares in ASML led a tech rout on Nasdaq on Tuesday after the chipmaker warned of a slower recovery in the semiconductor market, and Goldman Sachs’ quarterly profits jumped 45 per cent to $3bn, boosted by its equity trading business. Asian battery makers are racing to develop ... Show More
10m 15s
Jun 2024
Nvidia claims top spot
<p>Nvidia capitalises on investor excitement over artificial intelligence, Japan’s TDK is claiming a breakthrough in materials used in its small solid-state batteries, and Silicon Valley companies are screening their staff for Chinese spying. Plus, the FT’s Saffeya Ahmed unpacks ... Show More
11m 45s
Sep 2025
Nvidia In Trouble In China Again
The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With Ch ... Show More
20m 38s
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
Listen to millions of songs and podcasts on Anghami