
0:00-14:42
Streams straight from the publisher. podnod never proxies or re-hosts episode audio.
Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners
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.
Episode transcripts: seekingalpha.com/wsb
Show links:
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners
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.
seekingalpha.com/wsb
seekingalpha.comNetflix Q4 2024 Earnings Call Transcript
seekingalpha.comThe Return Of The AI Trade
seekingalpha.comAI Project Stargate A Go
seekingalpha.comPfizer: One Of The Next Big AI Winners
seekingalpha.comhere
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