All eyes on Amazon and Apple

All eyes on Amazon and Apple

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates

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Episoder(1000)

Pop goes the AI bubble?

Pop goes the AI bubble?

Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) Epis...

7 Okt 4min

SCOTUS weighs oil liability

SCOTUS weighs oil liability

SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal bat...

6 Okt 6min

October’s retail harvest

October’s retail harvest

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space ...

5 Okt 5min

Jobs report - bad news is good news

Jobs report - bad news is good news

The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat...

2 Okt 5min

No sprint for Nike yet

No sprint for Nike yet

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transc...

2 Okt 6min

All about AI

All about AI

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibl...

1 Okt 8min

Constellation's big power play

Constellation's big power play

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results...

1 Okt 5min

Micron on top

Micron on top

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTubeShow links: Steven Cress' analysisWall Street Breakfast with Steven Cress (TGT, BA, MU)Alpha PicksE...

30 Sep 8min

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