Investing Experts copertina

Investing Experts

Investing Experts

Di: Seeking Alpha
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.

Transcripts: seekingalpha.com/author/investing-experts-podcastCopyright Seeking Alpha
Economia Finanza personale
  • SpaceX, Tesla & the next phase of the AI trade
    Oct 21 2026
    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 transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    8 min
  • S&P hits all-time highs, AI trade does all the work
    Oct 13 2026
    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 ROI
    SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story

    Episode transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    52 min
  • SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
    Oct 11 2026
    Why Micron Technology deserves its strong buy status (1:50) Steve Cress' origin story (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30)

    Show Notes:
    Momentum, Fear & The Case For Buying The Dip
    Steve Cress' YouTube Channel
    TikTok
    X/Twitter

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    37 min
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