Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).

Show Notes
Trump seeks to oust Lisa Cook before Fed's policy meeting next week
U.S. stocks mixed as investors look for direction with Fed decision looming
CPI in charts: Annual core inflation rate holds at 3.1% in August

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Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) 

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Investment News Quiz - Friday, Sept. 12
Biggest stock movers Friday: ADBE, SMCI, and more
United CEO sees Spirit Airlines going out of business - report
Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter
Nvidia's supplier SK hynix ready with next-gen memory chip for AI

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Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)

Show Notes
What did an AI-simulated Fed meeting reveal?
Apple downgraded on AI doubts

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Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)

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Biggest stock movers Thursday: OPEN, RNA, and more
Carrier warns of 40% residential HVAC drop, highlights data center growth
Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market
Opendoor names new CEO, co-founders rejoin board

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Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)

Show Notes
Chew tumbles on profit drop
Wells Fargo sees S&P 7,200

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Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) 

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Biggest stock movers Wednesday: ORCL, SNPS, and more
Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook
Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong
Trump administration moves to regulate pharmaceutical ads on TV and social media

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The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)

Show Notes
Goldman’s top investment opportunities for Q4

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Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) 

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Biggest stock movers Tuesday: WOLF, PL, and more
BYD sees car brand wipeout in China as manufacturers go overseas - report
Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox
Intel shuffles execs as it looks to boost growth; former co-CEO to depart

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Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)

Show Notes
The non-tech sectors talking AI

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Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)

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Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
Amazon to end long-running Prime invitee program
ASML is said to become top investor in French AI startup Mistral
Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost

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The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)

Show Notes
Wedbush’s top AI trades through the end of the year
Earnings Calendar
Dividend Roundup

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Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)

Take our Investment News Quiz!

Show Notes
Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
Broadcom surges after Q3 results, new customer announcement makes analysts bullish

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Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47)

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Biggest stock movers Friday: LULU, AVGO, DOCU, and more
Anthropic expands AI access restrictions to China-controlled firms over security concerns
Trump to impose tariffs on semiconductor imports from companies not moving production to the US
Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demand

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Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07) 

Show Notes
Salesforce slumps post-earnings
RFK Jr. reportedly replacing more vaccine panel members

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NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off. (01:51) Gold reaches another record high. (02:51)

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Biggest stock movers Thursday: CRM, AI, FIG, and more
Tesla robotaxi app now open to public riders
Salesforce slides despite solid Q2 results as Q3 outlook appears mixed
Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: report

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Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)

Show Notes
Chick-Fil-A goes global

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Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14)

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Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more
U.S. holiday spending likely to see sharpest decline since pandemic - PwC
NuScale surges on partnership with TVA for 6 GW of small modular reactors
Blackstone buys $819 million worth trophy office in central Paris

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Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)

Show Notes
The most overbought global stock markets  

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Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: FTNT, ULCC, and more
Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms
Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin
Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - report

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The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)

Show Notes 
Earnings Calendar

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