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Investing Experts: Daily Summaries Delivered
by Seeking Alpha
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday38 min
Keep calm, stocks are on sale
The market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility. Julia Ostian, Kenio Fontes, and Jack Bowman compare views on hyperscalers, chipmakers, utilities, speculative power plays, and ETFs, while weighing political and infrastructure risks against long-term opportunity.Show Notes:Being Picky With Stocks More Important Than EverETF Portfolio MechanicsEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 2 days ago32 min
Investing lately? It's tricky! How to move past fear and uncertainty
Main Street Alpha's Leo Nelissen discusses how the midterm elections might reshape market expectations and why AI data center investment will remain a major growth driver. Highlighting opportunities in infrastructure, energy, industrials and hyperscalers while remaining cautious on semiconductor stocks. Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 3 days ago28 min
3 high conviction stocks + charitable giving: tax alpha with Raul Shah
Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient charitable giving strategies: donor-advised funds and qualified charitable distributions. He also discusses eligibility, tax benefits, limitations, and common pitfalls.Show NotesHims & Hers Health: The Lollapalooza Effect Of GLP-1sServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential GrowthUnitedHealth Group: Operating Leverage Should Continue Sending The Stock HigherEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 1 weeks ago36 min
Tech bubble will pop in 2027
Sara Awad from Tech Contrarians answers if this is a dip worth buying Will tech earnings act as a trick or a treat? Tesla's capex cut last week Micron (and memory) story has broken Intel earnings preview Anthropic over OpenAI Show NotesWhat Will Micron's Gross Margin Guide Be?Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 2 weeks ago6 min
AI spending faces reality check as tech earnings roll in
Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending Tesla capex and political concerns, SpaceX timelines Lam Research bottleneck guidance Watch the full episode on YouTubeEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 2 weeks ago7 min
SpaceX, Tesla & the next phase of the AI trade
Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 3 weeks ago52 min
S&P hits all-time highs, AI trade does all the work
From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.Show Notes:AI Capex Surge, Bottlenecks, And The Race For ROISpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin StoryEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 3 weeks ago36 min
SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
Why Micron Technology deserves its strong buy status Steve Cress shares his origin story for the 1st time SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? Show Notes:Momentum, Fear & The Case For Buying The DipSteve Cress' YouTube ChannelTikTokX/TwitterEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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