AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased com...
7 Helmi 202517min
e.l.f. Beauty’s glow fades on weak guidance
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Niko...
7 Helmi 20256min
House reps target DeepSeek government ban
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)Show NotesBofA's top 10 growth stocksSkyw...
6 Helmi 20255min
MicroStrategy rebrands, doubles down on Bitcoin
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complain...
6 Helmi 20257min
Post Office quickly rethinks China package ban
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_banShow No...
5 Helmi 20256min
Alphabet slips as AI growth drives higher capex
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) l...
5 Helmi 20255min
Soaring egg prices lead to emergency Waffle House measures
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)Show NotesPoll: Investors overwhelmingly disapprove of tariffsMost b...
4 Helmi 20255min
Palantir soars on earnings, outlook
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) ...
4 Helmi 20257min
