エピソード

  • Oracle raises alarm over AI datacenter

    Oracle raises alarm over AI datacenter
    2026/09/24
    Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)

    Show Notes
    AI spending seen topping 3% of annual GDP

    Episode transcripts seekingalpha.com/wsb.

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    4 分
  • Judge gives press a pass

    Judge gives press a pass
    2026/09/24
    Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Thursday: P, VKTX, MGM, and more
    McDonald's puts $8.5B behind its next big comeback
    Hopes for a new Boeing-China deal fade - report
    Is DraftKings betting big on losing gamblers?

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    5 分
  • Morgan Stanley email exposes deal secrets

    Morgan Stanley email exposes deal secrets
    2026/09/23
    Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)

    Show Notes
    The U.S. golden credit card problem

    Episode transcripts seekingalpha.com/wsb.
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    3 分
  • US diesel dilemma

    US diesel dilemma
    2026/09/23
    A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32)

    Episode transcripts seekingalpha.com/wsb.

    Show links:

    Biggest stock movers Wednesday: WOR, VOYG, and more
    Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
    Royal Caribbean to buy 50% stake in Sandals Resorts for $3B
    Novo eyes hair-loss market as Ozempic maker looks to diversify

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    6 分
  • Shopify gives Meta's AI agent a home

    Shopify gives Meta's AI agent a home
    2026/09/22
    Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)

    Show Notes
    The sheer size of AI IPO dominance

    Episode transcripts seekingalpha.com/wsb.

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    3 分
  • Tech rally takes a breath

    Tech rally takes a breath
    2026/09/22
    Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Tuesday: UBS, VICR, and more
    'Trump TV' debuts on YouTube as major networks suspend White House pool coverage
    Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ
    Dollar General CEO says even $100k earners shopping like bargain hunters

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    4 分
  • Yankee stake sale could value team at $12B

    Yankee stake sale could value team at $12B
    2026/09/21
    Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)

    Show Notes
    Bond market volatility a driver again

    Episode transcripts seekingalpha.com/wsb.

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    3 分
  • Musk's Texas tunnel vision

    Musk's Texas tunnel vision
    2026/09/21
    Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04)

    Episode transcripts seekingalpha.com/wsb.

    Show links:

    Biggest stock movers Monday: WBD, PSKY, and more
    Paramount may face $30M fine per missed film under settlement terms: Bloomberg
    N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
    Oil supertanker shortage: Another risk for gas prices

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    5 分