The spy who loved Nvidia

Microsoft struggles to restore services as its global outage continues. (0:15) Anthropic's IPO 6x oversubscribed. (1:23) Applied Materials beats forecasts. (2:02)Episode 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.

Jensen Huang resigns as CFO takes the helm. (0:14) Wall Street downgrades flood in. (0:49) Trump dismisses prospects for an Iran deal. (2:11)     Show NotesKraft Heinz looks to ketchupEpisode transcripts seekingalpha.com/wsb.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.

Board looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22)   Show Notes Who’s odds-on to replace Jensen Huang?Episode 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.

Anthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year. (2:03)     Show NotesSix Flags insiders buying Episode transcripts seekingalpha.com/wsb.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.

Costco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh challenge. (02:14) Episode transcripts seekingalpha.com/wsb.Show links:Are markets open on Veterans Day?Biggest stock movers Wednesday: CRWV, RGTI, and moreSign 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.

Anthropic IPO could make history despite lower valuation. (0:14) Hot CPI boosts odds of a bigger December Fed hike. (1:07) Trump says the FBI is investigating Nvidia's CEO. (2:46)Show Notes D-Wave Quantum under pressure post-earningsEpisode transcripts seekingalpha.com/wsb.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.

Gamers are ready to play GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes fewer jobs. (01:34) McDonald's (MCD) and Uber (UBER) expand their partnership. (02:05) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: RKLB, SANM, and moreTake the poll: What will be the outcome of Nvidia's (NVDA) board probe into Jensen Huang?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.

Singapore’s Megaspeed in DOJ crosshairs. (0:15) Jersey Mike's makes London debut. (2:31) Food tech startup Wonder’s IPO. (3:07)       Show Notes Poll: What will happen to Jensen Huang?Episode transcripts seekingalpha.com/wsb.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.

Nvidia (NVDA) finds itself in a real-life spy drama. (00:13) NASA has big plans for the Moon. (02:31) The nuclear comeback gathered steam Friday. (03:39) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Monday: NVDA, VIR, and moreSign 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.

Anthropic plows ahead despite the tech selloff. (0:18) October inflation data could strengthen case for another Fed hike. (1:21) Berkshire Hathaway ramps up buybacks. (2:25)    Show NotesJensen Huang had affair with alleged spy - FTDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.