Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  

Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York

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Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   

Show Notes
The 5 mega forces driving equity conditions

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Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) 


Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved

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Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  

Show Notes 
The Fed ‘hates’ Trump’s policies

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Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade

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Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)  

Show Notes
Earnings Calendar

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This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz

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Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors

Episode transcripts: seekingalpha.com/wsb

Get 20% off James' Successful Portfolio Strategy

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Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.

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Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo

Episode transcripts: seekingalpha.com/wsb

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Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off

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Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  

Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto

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