Episodes
386
Latest episode
Oct 2026
Language
EN
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-podcast
Chris Ciaccia talks market sell-off, mixed earnings reports , and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (5:15) Watch the full episode on YouTube 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
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
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
Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (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
Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting. Show Notes: Tax Loss Harvesting: Tax Alpha With Raul Shah DocShah Financial Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Treasurys, bonds, caution and patience with Julia Ostian , Kenio Fontes , and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20) Show Notes: Don't Sleep On Software Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (8:00) Data center growth (14:05) Buy REITs for dividend income streams (18:15) REIT names to look at (26:35) Watch this episode on YouTube Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10) Show Notes: AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache An Agentic AI Tide Lifting All Boats 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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