AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cisco, Twilio, and moreJoann falls amid report of talks with lenders on cash infusionOccidental Petroleum plans flat 2024 production, to cut two Permian Basin rigsRoku facing mixed impact from proposed Walmart-Vizio deal, analysts saySign 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.

Nvidia’s AI bets include Arm, SoundHound

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China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11)Show NotesChinese stocks with improving earnings momentum and expectations of margin expansionBroadcom soars as Q2 results, stock split buoy hopesEpisode transcripts seekingalpha.com/wsbSign 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.

EV tariff battle

Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, AVGO, and moreApple is not paying OpenAI for ChatGPT deal - reportAppeals court vacates ruling banning Amazon from firing pro-union workersShips will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO saysGameStop is holding its annual meeting. Does Ryan Cohen have a surprise ready?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.

Elon Musk: Tesla shareholders on track to approve pay and Texas move

Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P; rally to new record highs as yields sink. (0:54) Show NotesSeeking Alpha community still favors first Fed cut in SeptemberOracle has best day in years as Wall Street heaps hype on strong bookings, guidanceGlobal oil markets set for major surplus this decade, IEA saysEpisode transcripts seekingalpha.com/wsbSign 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.

Stocks jump on cool inflation, steady Fed

Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24)  Musk drops lawsuit against OpenAI: report. (01:31)  U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ORCL, RTO, and moreNo hot dog for you! Joey Chestnut banned from Nathan's iconic contestTakeaways from Baird’s Global Consumer, Technology & Services Conference within RestaurantsStocks with quality growth stories within Apparel, footwear and fitness - BairdChanging energy market demands holistic view: Seeking Alpha Investing Summit PreviewSign 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.

Paramount merger talks with Skydance called off

Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)Show NotesTesla topped Chevron as most shorted large-cap stock in MaySupreme Court seeks Biden administration views on Honolulu climate lawsuitGeneral Motors approves new $6B share repurchase programEpisode transcripts seekingalpha.com/wsbSign 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.

Nvidia’s AI bets include Arm, SoundHound

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