PodParley PodParley
PodParley
Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears episode artwork

EPISODE · Nov 14, 2025 · 13 MIN

Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

from Wall Street Breakfast · host Seeking Alpha

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).Show links: Nasdaq turns selloff around amid valuation worries, big tech recoversCisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum acceleratesCircle Internet Group (CRCL) Q3 2025 Earnings Call TranscriptAI Spending Surge, Contrarian Take On Tech StocksEpisode 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.

What this episode covers

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).Show links: Nasdaq turns selloff around amid valuation worries, big tech recoversCisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum acceleratesCircle Internet Group (CRCL) Q3 2025 Earnings Call TranscriptAI Spending Surge, Contrarian Take On Tech StocksEpisode 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.

NOW PLAYING

Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

0:00 13:25

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

zadig_18_voltaire_64kb

Oct 29, 2023 ·11m

zadig_17_voltaire_64kb_1

Oct 29, 2023 ·9m

zadig_17_voltaire_64kb_0

Oct 29, 2023 ·9m

zadig_16_voltaire_64kb

Oct 29, 2023 ·14m

zadig_15_voltaire_64kb_2

Oct 29, 2023 ·10m

zadig_15_voltaire_64kb_1

Oct 29, 2023 ·10m

Similar Podcasts

Episode1: How To Install Your Green Wall Designer Vertical Gardens In this episode by Designer Vertical Gardens, we walk you through how to install your green wall hedge panels with simple, step-by-step guidance. No tools, no stress—just effortless greenery! The History of China Podcast Ibnul Jaif Farabi / Light Knot Studios What does the world's oldest continuous civilization, with over 3,000 years of recorded history, have to teach us about power, philosophy, innovation, and human nature? "The History of China Podcast" delivers the epic saga of China in accessible, daily chapters, transforming a vast and complex past into a compelling narrative you can absorb in just minutes a day.This show chronicles the full sweep of China's story, from the mythical Xia Dynasty to the rise of the modern superpower. We explore the dazzling heights of Tang poetry and Song technology, the brutal calculus of Legalist statecraft, and the quiet wisdom of Daoist sages. Each episode focuses on a pivotal event, a transformative figure, or a defining idea—whether it's the construction of the Great Wall, the mind of Empress Wu, or the invention of paper money—weaving them into the grand tapestry of the dynastic cycle. The tone is authoritative yet vividly human, making emperors, poets, and peasants alike feel immediate and real. The Writing's On The Wall Henrik Flyman (Wavlake) Composed, written, performed and produced by Henrik Flyman. The Wall Ronald W. Chapman II and Sean Weiss The Wall protects our republic by safeguarding our democratic processes, civil liberties, and national security through laws and institutions. Its role in protecting the republic involves balancing security concerns with humanitarian and legal considerations.With over 50 years of legal and government experience combined, Ron Chapman and Sean M. Weiss pull back the curtain on the US government, the U.S. Judicial System, and some of the most influential trials in history that continue to shape our nation today.Join every week for unfiltered conversations, in-depth analysis, and commentary from some of America’s boldest thought leaders.Be sure to follow the podcast on your favorite platform so you never miss a new episode.

Frequently Asked Questions

How long is this episode of Wall Street Breakfast?

This episode is 13 minutes long.

When was this Wall Street Breakfast episode published?

This episode was published on November 14, 2025.

What is this episode about?

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps,...

Can I download this Wall Street Breakfast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!