Wall Street Breakfast: Recent Episodes
Seeking Alpha
Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.
Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLUG, RKLB, and more
Stocks are partying, and HSBC says the good times aren't over yet
Hormuz risk premium: Who wins and loses in the tanker trade
Intel upsizes stock offering to $20B, prices at $95
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.
GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)
Show Notes
S&P dividend yield the lowest ever (see the chart)
Episode transcripts seekingalpha.com/wsb.
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.
Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong
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.
Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)
Show Notes
Was the SpaceX IPO the speculative peak?
Traders abandon a big bitcoin move
Episode transcripts: seekingalpha.com/wsb
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.
Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
4 stocks to watch on Thursday: U, MRK, DDOG, and FISV
U.S. announced job cuts drop to lowest monthly level in two years
Jobless claims rise less than expected in past week
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.
JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35)
Show Notes
Meta joins the rogue AI crowd
Trump is calling Fed’s Warsh – a lot
Episode transcripts: seekingalpha.com/wsb
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.
A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum. (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump. (01:52) The latest twist in the AstraZeneca (AZN)-Bristol Myers (BMY) deal saga. (03:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more
Private sector jobs growth slows more than expected in July: ADP jobs report
Shopify skyrockets after posting +30% revenue and GMV growth
Chipotle shares tumble after Minnesota links jalapeños to salmonella outbreak
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.
Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00)
Show Notes
Samsung unveils next-gen AI memory
Palantir short-sellers slammed
Episode transcripts: seekingalpha.com/wsb
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.
Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and more
Stocks to watch on Tuesday: CAT, SPOT, PFE & more
The 60/40 portfolio is officially broken, Apollo says
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.
Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09)
Show Notes
Missouri to vote on no income tax
Hershey biopic: the couple behind the Kiss
Episode transcripts: seekingalpha.com/wsb
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.
A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Wall Street climbs ahead of key earnings and labor data
Biggest stock movers Monday: AMZN, BMY, BABA, and more
Amazon rallies to all-time high as it powers past $3T market cap threshold
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.
Alibaba launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56)
Show Notes
Hedge funds had a Situational Awareness Spidey sense
Spiderman spins a record weekend
Episode transcripts: seekingalpha.com/wsb
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.
SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AAPL, AMZN, and more
Musk calls report on Tesla China business sale 'absurdly fake news'
Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase
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.
Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)
Show Notes
What’s the central bank Maradona Effect?
Episode transcripts seekingalpha.com/wsb.
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.
From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters
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.
Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)
Show Notes
Stocks tumble on inflation worries
Episode transcripts seekingalpha.com/wsb.
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.
Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: F, CAR, and more
Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz
Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters
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.
Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)
Show Notes
Should SpaceX pay $480/share for Tesla?
Episode transcripts seekingalpha.com/wsb.
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.
Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: APLD, CLS, and more
FAA calls for Boeing 737 MAX inspection over incorrectly installed seats
BuzzFeed jumps on plan to cut a third of workforce
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China
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.
The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)
Show Notes
Warner accuses Amazon of poaching employees
Episode transcripts seekingalpha.com/wsb.
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.
Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT
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.
Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: INTC, SAP, and more
Investment News Quiz - Friday, Jul. 24
Tesla's earnings slump leaves short sellers with over $9B in paper gains this year
Stripe in talks to acquire AI startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/
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.
ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, GOOG, NOW, and more
Taco Bell leans on $1 enchirito to reverse tainted lettuce slump
Alphabet's AI spending pushes free cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around
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.
Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more
SpaceX faces massive share unlocks as investors brace for insider selling
OpenAI models inadvertently hack Hugging Face system during cyber capability evaluation
What will Tesla say during their next earnings call? – Kalshi
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.
Nvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NBIS, ZION, and more
Snap reaches settlement in social media addiction lawsuit -- report
Crude oil prices haven't climbed as much as some expected in five months of war - why?
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei
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.
The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: BABA, FRVO, and more
Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5
Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices
SA Asks: Are memory chipmakers building too much capacity?
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.
Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: NFLX, SPCX, and more
PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters
Trump slams ABC, NBC for skipping live speech, calls for license revocation
Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains
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.
TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, EOSE, ASTS, and more
Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates
Trump considers high-stakes military escalation in Iran - report
SA Asks: Should Disney get out of the streaming business?
SpaceX short sellers notch $3.8B in mark-to-market gains
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.
Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)
Show Notes
Money managers say this is the most crowded trade
Episode transcripts seekingalpha.com/wsb.
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 .
Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania
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.
Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)
Show Notes
Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue
Wonder: The 'Amazon of food' races toward an IPO
Retail investors are selling winners and hunting for the next opportunity
Episode transcripts: seekingalpha.com/wsb
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.
A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: TSEM, ERIC, and more
Samsung explores potential U.S. ADR listing
Tariff refunds push U.S. June budget deficit to $120B
AstraZeneca inks $1.5B license deal for lung cancer drug
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.
Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)
Show Notes
SpaceX 'built to separate retail investors from their money'
Episode transcripts seekingalpha.com/wsb.
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 .
Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32) Wall Street is craving CAKE. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: chip stocks and more
SK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profits
SpaceX sheds 35% from post-IPO peak one month after record debut
Which companies reporting earnings this week show the strongest bullish signals?
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.
Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)
Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)
Show Notes:
We're In (The Early Stages Of) A Bubble
Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review)
Episode transcripts: seekingalpha.com/wsb
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.
Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)
Show Notes
Golden cross for Financials
Polymarket wants margin trading
Episode transcripts: seekingalpha.com/wsb
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.
Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: AZN, AP, and more
SK Hynix US listing said to be over seven times oversubscribed
Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN
Judge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'
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.
U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: FCEL, BABA, and more
Prediction markets see Nasdaq-100 rally cooling after AI surge
South Korea's KOSPI enters bear market as AI selloff deepens
Exxon Mobil signals higher Q2 earnings in boost from oil prices
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.
Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble
Show Notes:
How Much Further Will Gold And Silver Run?
aNewFN
Transcripts: seekingalpha.com/wsb
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.
Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CRNX, RIVN, and more
Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
An AI star is born
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.
Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, TSLA, and more
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
OPEC+ approves another output increase as Hormuz reopening boosts supply outlook
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.
SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)
Show Notes
Tesla limits employee AI use
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)
Show Notes
Dan Ives exits Wedbush
Episode transcripts seekingalpha.com/wsb.
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 .
Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: FIZZ, CANF, and more
Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring
Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report
Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June
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.
Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)
Show Notes
William Blair Conviction List
AOL public again (sorta)
Episode transcripts seekingalpha.com/wsb.
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 .
Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?
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.
Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)
Show Notes
The AI pendulum has swung too far
Episode transcripts seekingalpha.com/wsb.
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 .
Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns
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.
NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)
Show Notes
The biggest contributors to S&P earnings growth
Episode transcripts seekingalpha.com/wsb.
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 .
South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: GME, BTI, and more
Dutch World Cup fans discover America’s biggest attraction: Its suburbs
DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ
Bank of America sees summer stock market pullback before possible year-end rally
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.
June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)
Episode transcripts: seekingalpha.com/wsb
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.
Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20)
Episode transcripts: seekingalpha.com/wsb
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.
Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S. retailer. (2:39)
Show Notes
Apple boosts price due to memory shortage
Episode transcripts seekingalpha.com/wsb.
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.
Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more
Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029
Brain drain: Alphabet set to lose two more AI researchers, report says
JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks
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.
Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11)
Show Notes
World Cup boost not showing up in data
Episode transcripts seekingalpha.com/wsb.
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 .
Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)
Show Notes
Micron options point to big post-earnings move
Biotechs at all-time high
Episode transcripts: seekingalpha.com/wsb
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.
Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)
Show Notes
Winners and losers in the yield curve
Episode transcripts seekingalpha.com/wsb.
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 .
Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)
Show Notes
SoftBank's Masayoshi Son rejects space-based data centers
Google DeepMind Nobel laureate John Jumper jumps to Anthropic
Episode transcripts: seekingalpha.com/wsb
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.
Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)
Episode transcripts: seekingalpha.com/wsb
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.
Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00)
Episode transcripts: seekingalpha.com/wsb
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.
Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)
Show Notes
Dollar hits highest level since May ‘25
Episode transcripts seekingalpha.com/wsb.
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.
Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: INTC, RUM, SPRO and more
Warsh the hawk is all talk, Pantheon says
The Fed will have to raise rates later this year -- Steve Case
SK Hynix ships samples of next-gen AI memory chips to major customers
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.
Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)
Show Notes
Fed Task Force Five
Statement slashed
Connect the dots? Not on Warsh’s watch
Episode transcripts seekingalpha.com/wsb.
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.
Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LZB, SPCX, and more
U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report
SpaceX is buying Cursor for $60B. What exactly is Cursor?
Burgers, not bonds: what Americans really search for in business news
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.
Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)
Show Notes GDP in gold terms at century low
Episode transcripts seekingalpha.com/wsb.
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.
Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: SPCX, QCOM, and more
AI stocks with real revenue growth: Who's leading the pack?
U.S. GDP in gold terms falls to more than century low
Michael Burry touts Fiserv stock after CEO exit extends slump
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.
Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX. (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)
Show Notes
Burgers, not bonds: what Americans really search for in business news
Episode transcripts seekingalpha.com/wsb.
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.
Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)
Show Notes
Anthropic scrambles to work with White House
Does a Knicks championship mean a market top?
Episode transcripts: seekingalpha.com/wsb
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.
Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)
Show Notes
World Cup of Stocks: which team is Nvidia?
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)
Episode transcripts: seekingalpha.com/wsb
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.
SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers Friday: Space stocks, ADBE, and more
Nasdaq-100 shakeup rewards winners, ejects laggards
World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout
World Cup of Stocks: Which team is Nvidia?
Market Shifts From Risk On To Risk Off
3 Growth & Income Stocks To Buy + Steve Answers Your Questions
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.
Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now
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.
May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)
Show Notes
Chewy results better than feared
Episode transcripts seekingalpha.com/wsb.
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.
Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more
BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years
SpaceX IPO demand is approaching four times oversubscribed: Reuters
OpenAI eyes massive $500B Ohio data center campus leased with Nvidia backing: report
Take the survey: Where do you stand on the SpaceX IPO?
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.
Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17)
Show Notes
Retail investors swap meme stocks for profit stocks
Episode transcripts seekingalpha.com/wsb.
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.
Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: APLD, QCOM, and more
SpaceX set for early entry into MSCI indexes after IPO
OpenAI confidentially files draft IPO to SEC one week after Anthropic
Think this rally felt unusually fast? You're right
Take the survey: Where do you stand on the SpaceX IPO?
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.
Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49)
Show Notes
AI picks World Cup winners and dark horses
Jensen juices tech stocks
Episode transcripts seekingalpha.com/wsb.
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.
Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan.
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NRIX, HON, and more
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang
Strait of Hormuz to remain open but with transit fees, Iran envoy to Moscow quoted
AI World Cup predictions: the machines love France
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.
SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13)
Show Notes
Siri to star at Apple WWDC
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)
Transcripts: seekingalpha.com/wsb
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.
lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: LULU, DOCU, and more
The summer box office blitz is starting to heat up
CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand
Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says
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.
Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies restructure for AI. (1:44)
Show Notes
The stocks poised to win the World Cup
Bots top human internet traffic
Episode transcripts seekingalpha.com/wsb. 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.
Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CRWD, AVGO, and more
Netflix explores voice AI, generative tech to cure 'content overload' frustration
U.S. House of Representatives vote to restrict Trump's military actions in Iran
Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead
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.
SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)
Show Notes
Ford issues ‘do not drive’ advisory
Episode transcripts seekingalpha.com/wsb.
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.
Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, MRVL, and more
Google just said it plans to spend $80B more on AI. Which companies might benefit?
GameStop rallies after record Q1 operating income tally, new $2B buyback program
Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build
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.
Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)
Show Notes
William Blair updates its Conviction List
Episode transcripts seekingalpha.com/wsb.
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.
Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: HPE, MCHP, and more
Microsoft Build: What to expect
Damaged Blue Origin pad may not be restored until 2028, NASA official says
McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A
OpenAI sued by Florida over alleged AI harm
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.
Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)
Show Notes
Record IPO year at hand
Episode transcripts seekingalpha.com/wsb.
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.
Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TMHC, NVDA, and more
At a glance: stocks gapping down premarket
At a glance: stocks gapping up premarket
SoftBank dethrones Toyota as Japan's most valuable company
Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops
Trump says Iran 'really wants to make a deal' as peace talks enter new month
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.
Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14) Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03) Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more
Exxon, Chevron heads warn of higher oil prices amid falling inventories
FAA says premium airline seats are causing certification delays
Anthropic surpasses OpenAI as most valuable AI startup after raising $65B
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.
U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)
Show Notes
Best Buy soars
Episode transcripts seekingalpha.com/wsb.
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.
Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: UMAC, SNOW, crypto, and more
Associated Press plans to provide OpenAI with its US election results
Trump files new $10B lawsuit against Wall Street Journal publisher
Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses
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.
AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45)
Show Notes
The physical economy muscles its way into the rally
Episode transcripts seekingalpha.com/wsb.
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.
Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ZS, APPS, and more
America’s trillion-dollar club just got bigger
Goldman lifts S&P 500 target to 8,000 on robust earnings growth
OpenAI's Altman realizes AI can't replace 'human part' of work
Zscaler tumbles as mixed guidance outshines strong Q3 results
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.
BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32)
Show Notes
The markets are doing the Fed’s job for it
Episode transcripts seekingalpha.com/wsb.
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.
Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Space stocks and more
Don’t believe the GDPNow hype
Taiwan overtakes India as world's fifth-largest stock market as TSMC surges
China limits overseas travel for top AI talent at Alibaba, DeepSeek: report
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.
Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, companies like United Airlines (UAL) Airbnb (ABNB) and Marriott (MAR) are betting late-breaking travel demand will still turn this summer into a winning season.
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: WDAY, ZM, and more
RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript
Host Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call Transcript
Airbnb CEO Chesky says company aims to become ‘Amazon for services’ - report
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.
U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B. (1:59)
Show Notes
SpaceX says its market rivals total U.S. GDP
Episode transcripts seekingalpha.com/wsb.
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.
Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: INTU, APLD, and more
Iran deal looks like a 30-day ceasefire extension - Eurasia Group
Traders bet big on OpenAI beating Anthropic to IPO first
OpenAI prepares to possibly file for IPO as soon as Friday: report
JPMorgan to hire more AI specialists, fewer bankers, Dimon says
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.
Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment. (1:29)
Show Notes
Can NVDA learn from NVD.A?
UK wants food price caps
Episode transcripts seekingalpha.com/wsb.
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.
CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: AMC, RBLX, and more
Meta Platforms begins new round of layoffs affecting ~8,000 employees
Nvidia heads into earnings with largest short position in SPX: S3 Partners
Tesla steps up 'urgent' FSD hiring in China amid rollout delays
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.
Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16)
Show Notes
Best Income Ideas Online Summit
Episode transcripts seekingalpha.com/wsb.
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.
Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Register Now: Best Income Ideas Online Summit
Biggest stock movers Tuesday: AGYS
SEC eyes plan for trading tokenized versions of stocks on crypto platforms - report
Samsung, union make concessions, but issues remain
Lululemon slams its founder ahead of contested board vote
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.
Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51)
Show Notes
Best Income Ideas Online Summit
Episode transcripts seekingalpha.com/wsb.
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.
NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Register Now: Best Income Ideas Online Summit
Biggest stock movers Monday: RAMP, D, and more
Seven warning signs — and two positives — for the market: BTIG’s Krinsky
Amazon faces consumer lawsuit over tariff-related price hikes
SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan?
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.
Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)
Show Notes
Best Income Ideas Online Summit
Options indicate GTA 6 pre-sale
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts.
Show Notes:
Best Income Ideas Online Summit
Alpha Picks
Avoid S&P + Bonds, Buy Gold + Energy - George Noble
Episode transcripts: seekingalpha.com/wsb
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.
Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20)
Show Notes:
Best Income Ideas Online Summit
Episode transcripts: seekingalpha.com/wsb
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.
POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Register Now: Best Income Ideas Online Summit
Biggest stock movers Friday: PZZA, TSM, and more
Putin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP says
SanDisk warns shareholders to reject below-market mini-tender offer from Tutanota
Papa John's gains after report largest franchisee joins Irth in takeover bid
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.
Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)
Show Notes
Dunkin’ vs. Tim Hortons
BlackRock’s fixed income playbook
Episode transcripts seekingalpha.com/wsb.
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.
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, DOCS, and more
US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports
Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit
Ford soars amid growing confidence that hyperscalers may use its energy storage business
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.
PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)
Show Notes
Wells Fargo’s playbook for market euphoria
Episode transcripts seekingalpha.com/wsb. 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.
Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LUNR, NXT, and more
PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program'
Qualcomm tumbles, leading semiconductor and AI stocks lower
Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president
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.
Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49)
Show Notes
UK bond market faces off against another prime minister
Episode transcripts seekingalpha.com/wsb.
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.
Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLUG, HIMS, and more
Silver surges to biggest gain since February; India's Modi asks citizens to pause gold buying
Nvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegation
Meta loses tussle in EU's top court over compensation to Italian publishers
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.
Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)
Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks
Episode transcripts seekingalpha.com/wsb.
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.
Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: MRNA, WEN, and more
Did value meals kill the smashburger star?
Ma Bell's history hints that AI could be recession-proof
Trump administration proposes easier employer access to IVF benefits
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.
Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)
Show Notes:
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em
Episode transcripts: seekingalpha.com/wsb
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.
Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports
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.
DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)
Show Notes
The market’s fatal conceit?
Quantum company IonQ posts strong results
Episode transcripts seekingalpha.com/wsb. 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.
SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: SNAP, FSLY, and more
Oil in red as market awaits Iran response; Trump sees swift end to war
Microsoft mulls delaying energy vow amid data center boom: report
'Credit card spending is through the roof' - NEC's Hassett
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.
Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00)
Show Notes
Ryan Cohen says there’s no ‘urgency’ at eBay
Episode transcripts seekingalpha.com/wsb.
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.
McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: AMD, SMCI, and more
Anthropic inks $200B Google cloud, chip pact - report
Novo Nordisk says oral Wegovy success to soften sales decline
DeepSeek may be valued at $45B as China's Big Fund eyes investment - report
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.
The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)
Show Notes
Duolingo sinks on soft guidance
UnitedHealth to slash prior authorizations
Episode transcripts seekingalpha.com/wsb. 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.
Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: INTC, DUOL, and more
Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
AI cloud providers gain ground as Micron makes lone jump among chip stocks
Tesla’s FSD push in Europe hits roadblocks - report
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.
AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)
Show Notes
William Blair’s stock conviction list
A history of Star Wars at the box office
Episode transcripts seekingalpha.com/wsb. 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.
eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks and more
Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw
Bessent warns Americans should be concerned about AI threats to bank accounts
Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’
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.
Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35)
Show links:
Nasdaq crosses 25K for first time as tech stocks power gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work
Episode transcripts: seekingalpha.com/wsb
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.
Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: TWLO, ROKU, RBLX, and more
Senators ban themselves from betting in prediction markets
Huawei expects AI chip sales to surge at least 60% in 2026: report
U.S. seeks to deploy hypersonic missile for possible use against Iran - report
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.
GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)
Show Notes
Jobless claims hit lowest level since 1969
Episode transcripts seekingalpha.com/wsb.
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.
Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: GOOG, META, QCOM, and more
Nvidia B300 servers hit $1M price in China amid U.S. curbs - report
U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz
Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI
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.
Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)
Show Notes
Why Powell says he’s staying
Episode transcripts seekingalpha.com/wsb.
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.
Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)
Show Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote
Episode transcripts: seekingalpha.com/wsb
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.
Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)
Show Notes
Shell warns global crude supply disruption could drag into 2027
Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown
Amazon Q1 preview: All eyes on AWS, capital spending
Episode transcripts: seekingalpha.com/wsb
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.
UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)
Show Notes
Will a wealth tax cause an AI bubble to pop?
Semiconductors flash dot-com vibes
Episode transcripts seekingalpha.com/wsb.
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.
Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)
Show Notes
No cheap import autos for the U.S.?
Bed, Bath & Beyond back from the grave
Episode transcripts: seekingalpha.com/wsb
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.
Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)
Show Notes
How are the top IPOs of ’25 faring?
OpenAI phone coming?
Episode transcripts seekingalpha.com/wsb.
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.
Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)
Show Notes
See what the S&P would look like with SpaceX, OpenAI and Anthropic
China shuts down Meta deal
Episode transcripts: seekingalpha.com/wsb
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.
Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26)
Show Notes
Trump safe after shooting at Correspondents Dinner
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: INTC, COUR, and more
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%
Spirit Airlines bailout? Trump says 'I think we'd just buy it'
Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report
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.
Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)
Show Notes
Magic: The Gathering levitates Hasbro stock
Episode transcripts seekingalpha.com/wsb. 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.
ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report
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.
Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)
Show Notes
Goldman says rally is getting harder to chase
Episode transcripts seekingalpha.com/wsb. 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.
OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog
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.
March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)
Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)
Episode transcripts seekingalpha.com/wsb. 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.
Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California
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.
Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)
Show Notes
Why it looks too soon to short stocks
Episode transcripts seekingalpha.com/wsb. 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.
Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ
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.
Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)
Show links:
U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype
Episode transcripts: seekingalpha.com/wsb
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.
Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)
Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season
Episode transcripts: seekingalpha.com/wsb
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.
IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)
Show Notes
Goldman’s top long duration stocks
Episode transcripts seekingalpha.com/wsb.
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.
Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)
Show Notes
Microsoft climbs in historic multi-day rally
Alibaba targets AI games and video
Episode transcripts: seekingalpha.com/wsb
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.
President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)
Show Notes
Credit spreads, banks signal ‘damage contained’
Episode transcripts seekingalpha.com/wsb. 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.
Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GTLB, AVGO, and more
GameStop to launch its digital trading card platform on April 15
Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential
Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gains
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.
Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)
Show Notes
Power stocks with AI tailwinds
Episode transcripts seekingalpha.com/wsb. 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.
PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: BE, GSAT, and more
Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days
What happens when AI becomes sentient? Google hired a philosopher to find out
Meta set to overtake Google in digital ad revenues for the first time
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.
Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)
Show Notes
Dividend stocks with an attractive mix
Episode transcripts seekingalpha.com/wsb. 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.
Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil
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.
Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)
Show Notes
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)
Show links:
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts
Episode transcripts: seekingalpha.com/wsb
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.
Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SLP, TGLS, and more
China AI firm reveals $92M of banned Nvidia chip servers: report
Starmer “fed up” with volatile energy prices due to Putin, Trump
Russia, Ukraine agree to ceasefire for Orthodox Easter
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.
STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: APLD, STAA, and more
OpenAI plans retail IPO share allocation, CFO says
Bessent flags urgency on crypto bill amid regulatory gaps
Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report
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.
Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report
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.
Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)
Show Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List
Episode transcripts seekingalpha.com/wsb. 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.
Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists
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.
Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)
Show Notes
Credit default swap volumes hit record
Episode transcripts seekingalpha.com/wsb. 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.
PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown
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.
Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)
Show Notes
Delta expected to report solid numbers
Earnings Calendar
Episode transcripts seekingalpha.com/wsb. 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.
Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)
Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd
Episode transcripts seekingalpha.com/wsb. 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.
Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short
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.
Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)
Show Notes
Artemis II moon mission
Episode transcripts seekingalpha.com/wsb. 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.
RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call
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.
McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)
Show Notes
The biggest pain trades of Q1
Episode transcripts seekingalpha.com/wsb. 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.
Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure
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.
Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns
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.
Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)
Show links:
Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Strait of Hormuz disruptions send global plastics prices soaring
Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more
Wall Street slides as Trump delays Iran energy strikes
Episode transcripts: seekingalpha.com/wsb
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.
Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: U, VERI, and more
Trump’s signature to appear on U.S. currency, a first for a sitting president
OpenAI ad pilot crosses $100M annualized revenue mark in six weeks
Pentagon weighs sending up to 10,000 more troops to the Middle East: report
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.
Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales
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.
The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)
Show Notes
Meta ties exec rewards to $9T valuation
Episode transcripts seekingalpha.com/wsb. 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.
Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report
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.
Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)
Show Notes
Citi’s negative ROE trend stocks
Episode transcripts seekingalpha.com/wsb. 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.
U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims
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.
Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)
Show Notes
Citi’s top stocks for positive ROE trends
Episode transcripts seekingalpha.com/wsb. 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.
Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report
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.
Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: FDX, SMCI, TGNA and more
Investment News Quiz
The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research
Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report
Bezos raising $100B to buy industrial firms and upgrade them with AI: report
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.
BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)
Show Notes
Stocks most neglected by hedge funds
Episode transcripts seekingalpha.com/wsb. 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.
Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up
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.
Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)
Show Notes
Oil is the new Fed chair
Stocks tumble as yields climb
Episode transcripts seekingalpha.com/wsb. 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.
What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets
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.
Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)
Show Notes
Is the S&P good for diversification anymore?
Amazon unveils 1-hour delivery
Episode transcripts seekingalpha.com/wsb. 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.
Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: BYND, LNSR, and more
OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports
Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC
Big tech carbon credit buys soar as AI race heats up, led by Microsoft
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.
Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)
Show Notes
The 20 stocks hedge funds love to short
Episode transcripts seekingalpha.com/wsb. 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.
Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: META, MU, gold stocks, and more
Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth
Peter Thiel is said to host private Rome conference on Antichrist
Alibaba plans to launch enterprise-focused AI agent as soon as this week - report
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.
Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)
Show Notes:
CPI read: Airfares jumped 7% in February even before the spike in oil prices
Oracle targets rapid AI infrastructure expansion
Episode transcripts: seekingalpha.com/wsb
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.
Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: ADBE, ULTA, and more
News Quiz: Friday, Mar. 13
Apple cuts App Store commission fees in China to 25%
More tariffs? U.S. launches new trade probes into 60 economies over forced labor
Retail jolt: Amazon plans to move Prime Day into June for the first time
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.
IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)
Show Notes
The 20 stocks hedge funds love the most
Time to stop treating AI as a chatbot
Episode transcripts seekingalpha.com/wsb. 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.
Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: PATH, BMBL, and more
U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs
Intel shareholder sues over 10% stake deal with U.S. government - report
The 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran war
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.
February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)
Show Notes
The most ‘disconnected’ tech trade
Episode transcripts seekingalpha.com/wsb. 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.
Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ORCL, AVAV, and more
Microsoft backs Anthropic in legal fight over Pentagon blacklisting
Starboard Value takes $350M activist stake in CarMax: report
OpenAI reportedly plans to launch Sora video AI in ChatGPT
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.
AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)
Show Notes
Polymarket taps Palantir to help referee sports betting
Episode transcripts seekingalpha.com/wsb. 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.
TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: HPE, RAIL, and more
Iran says oil blockade will persist until attacks end
JPMorgan sees 10% S&P 500 pullback on heightened war concerns
Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?
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.
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)
Show Notes
Where are airlines hedged on jet fuel?
Oil will delay global rate cut plans
It’s Barbie’s birthday
Episode transcripts seekingalpha.com/wsb. 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.
G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Airline stocks and more
S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock
Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports
The effect of rising crude prices on global GDP
Is Putin the big winner in the Iran conflict?
Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark
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.
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)
Episode transcripts: seekingalpha.com/wsb
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.
Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)
Show Notes
The AI doomsday is already here
Episode transcripts seekingalpha.com/wsb. 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.
OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: AVGO, VEEV, and more
Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports
Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report
KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis
Morgan Stanley to cut about 3% of workforce across key divisions
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.
Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)
Show Notes
Tesla whale backs Nvidia
Episode transcripts seekingalpha.com/wsb. 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.
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: MRNA, GTLB, and more
Superintelligence push: Meta said to create applied AI engineering organization
Firearm demand continues its five-year downtrend in the U.S.
OpenAI eyeing contract with NATO, defends Pentagon deal: report
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.
Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)
Show Notes
The Jefferies AI Beneficiary Basket
Episode transcripts seekingalpha.com/wsb. 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.
Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLUG, MDB, and more
Paramount’s debt cut to junk status after Warner Bros. deal
Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikes
MongoDB crashes amid mixed guidance, executive shakeup
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.
Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)
Show Notes
The Jefferies AI Risk Basket
Episode transcripts seekingalpha.com/wsb. 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.
Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets
Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights
Khamenei betting frenzy triggers backlash, scrutiny of prediction markets
Quant check: Defense stocks volatile on rising U.S.-Iran tensions
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.
What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)
Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)
Show links:
There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
Episode transcripts: seekingalpha.com/wsb
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.
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report
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.
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)
Show Notes
Jane Street now top holder of silver ETF
Episode transcripts seekingalpha.com/wsb. 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.
C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CRM, TTD, NTNX, and more
Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
Trump administration to hold back $259M in Medicaid payments to Minnesota
Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30
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.
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)
Show links:
HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds
Episode transcripts: seekingalpha.com/wsb
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.
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report
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.
FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract
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.
Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips
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.
Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)
Episode transcripts: seekingalpha.com/wsb
Show links:
The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market
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.
Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates
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.
SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS
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.
Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report
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.
Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)
Show Notes
Goldman’s AI pair trades
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30)
Episode transcripts: seekingalpha.com/wsb
Show links:
Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist
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.
Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks.
Episode transcripts seekingalpha.com/wsb.
Show links:
Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion
Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market
Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside
Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript
Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats
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.
The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)
Show Notes
The big stealth rally that few noticed
Episode transcripts seekingalpha.com/wsb. 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.
McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, FSLY, QS, and more
House votes to end Canada tariffs as six Republicans defy Trump
Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation
AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion
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.
January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)
Show Notes
Key levels frothy assets have to keep
Episode transcripts seekingalpha.com/wsb. 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.
Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs
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.
Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)
Show Notes
Goldman Sachs Panic Index near ‘max fear’
Episode transcripts seekingalpha.com/wsb. 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.
BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers
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.
Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)
Show Notes
Wedbush adds two names to Ives AI 30 list
Super Bowl Indicator Leans Bullish
Episode transcripts seekingalpha.com/wsb. 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.
Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA
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.
Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)
Show Notes
Chart of the week
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00)
Show Notes:
President Trump unveils TrumpRx website for low-cost prescription drugs
Bitcoin and software stocks have been more correlated in the last months
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMZN, STLA, and more
Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters
President Trump unveils TrumpRx website for low-cost prescription drugs
Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026
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.
Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)
Show Notes
Stocks to buy amid the ‘software apocalypse’ – Wedbush
Spotify to sell physical books
Episode transcripts seekingalpha.com/wsb. 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.
Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers
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.
The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)
Show Notes
Claude gets salts with ChatGPT over ads
Episode transcripts seekingalpha.com/wsb. 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.
Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report
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.
PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)
Show Notes
Pepsi boosts shareholder returns
Episode transcripts seekingalpha.com/wsb. 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.
Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau
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.
Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)
Show Notes
January jobs report delayed
Episode transcripts seekingalpha.com/wsb. 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.
Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg
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.
Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)
Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)
Show Notes
Miss the action? You can still bet on Fed chair
Episode transcripts seekingalpha.com/wsb. 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.
Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports
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.
Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)
Show Notes
Altria outlines dividend strategy
Episode transcripts seekingalpha.com/wsb. 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.
Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports
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.
Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)
Show Notes
Amazon cuts 16,000 jobs
Episode transcripts seekingalpha.com/wsb. 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.
ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports
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.
UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)
Show Notes
Silver taken over by meme traders?
Episode transcripts seekingalpha.com/wsb. 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.
Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Health insurers' stocks, and more
Silver should be trading at half its price later this year – JPM’s Marko Kolanovic
Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site
Micron outlines $24B plan for new memory chip plant in Singapore
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.
Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)
Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27!
Episode transcripts: seekingalpha.com/wsb
Show links:
The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026
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.
Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report
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.
Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Friday: INTC, ISRG, and more
Amazon's another round of layoffs starts next week - report
Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return
Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT
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.
Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)
Show Notes
BofA’s best ideas list
Register for Investing Experts Live: Top Ideas 2026
Episode transcripts seekingalpha.com/wsb. 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.
Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand
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.
Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)
Show Notes
Analysts defend Netflix amid underwhelming guidance
Register for Investing Experts Live: Top Ideas 2026
Episode transcripts seekingalpha.com/wsb. 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.
Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report
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.
Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)
Show Notes
Greenland means ‘buy tech’ - Wedbush
Register for Investing Experts Live: Top Ideas 2026
Episode transcripts seekingalpha.com/wsb. 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.
Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025
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.
Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks reduce headcount by most in nearly a decade - report
Tech earnings should be AI validation sign: Wedbush
Friday's Economic Calendar
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.
Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Bank CEOs push back against Trump’s call for credit card interest rate cap
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”
Trump holds off on critical minerals tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash
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.
Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)
Show Notes
Biggest hedge funds shorts
Episode transcripts seekingalpha.com/wsb. 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.
Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China's customs agents told not to allow Nvidia's H200 chips to enter country: report
UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update
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.
December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)
Show Notes
Denny’s goes private
Episode transcripts seekingalpha.com/wsb. 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.
Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant
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.
Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)
Show Notes
Odds of Powell staying longer soar
Episode transcripts seekingalpha.com/wsb. 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.
Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed investigation, denies rates motive
Gold, silver spike as Fed receives DOJ subpoenas
Move over TACO Trade, here come the Big MAC and TUNA Trades
Trump signals disapproval of Netflix-Warner Bros. deal
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.
Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).
Episode transcripts: seekingalpha.com/wsb
Show links:
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything
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.
Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood
GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
TSMC December revenue rises 20.4% year over year, slips from November
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.
JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)
Show Notes
Top stock picks for January’s ‘dash to trash’
Episode transcripts seekingalpha.com/wsb. 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.
Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says
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.
Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13)
Show Notes
New GIFsentiment indicator gauges market mood
Episode transcripts seekingalpha.com/wsb. 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.
Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records
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.
D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)
Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?
Episode transcripts seekingalpha.com/wsb. 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.
Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary
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.
Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)
Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager
Episode transcripts seekingalpha.com/wsb. 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.
Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
J.P. Morgan's top income stock picks for 2026
What does 2025's best asset have in common with a top-grossing movie?
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.
Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)
Episode transcripts seekingalpha.com/wsb. 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.
Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top Stocks 2026
Biggest stock movers Friday: BIDU, NIO, and more
What analysts are predicting for 2026
Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
Take the news quiz
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
What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)
Show Notes
All J.P. Morgan’s stock picks for 2026
Episode transcripts seekingalpha.com/wsb. 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.
Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity.
Episode transcripts seekingalpha.com/wsb.
Show links:
Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
June: Trump, Musk in public spat over spending bill
July: Westinghouse plans to build 10 large nuclear reactors
August: Trump moves to fire Fed Governor Lisa Cook
September: Google not required to sell Chrome in antitrust remedy ruling
October: Bureau of Labor Statistics to shut down during government shutdown
November: Michael Burry to shut down hedge fund
December: Cannabis stocks selling off as Trump signs rescheduling order
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.
SoftBank has fully funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)
Show Notes
Is silver in a bubble? Quant vs. Analyst
Steve Cress’ Top Stocks for 2026 – sign up today
Episode transcripts seekingalpha.com/wsb. 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.
Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
SA Asks: Would SpaceX stock be a good investment?
Silver slammed in biggest one-day drop since 2021, gold also plunges
Samsung wins annual U.S. approval for chipmaking tool shipments to China - report
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.
Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)
Show Notes
Evercore’s top internet stock for 2026
Episode transcripts seekingalpha.com/wsb. 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.
Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Coupang, Sable Offshore
Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
Silver is now the third most valuable asset in the world
SA Asks: What's the best silver play right now for investors?
SA Asks: What's the best gold play right now for investors?
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.
Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up. 2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.
Episode transcripts seekingalpha.com/wsb.
Show links:
Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
Tariffs: Latest news and analysis
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.
BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: DVAX, NKE, and more
Bessent sees GDP jump leading to increased hiring, 'large paychecks'
One of the biggest comeback stories in the retail sector is a secondhand clothes seller
Sanofi to buy Dynavax for $15.50 per share
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.
Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZIM, NVO, and more
The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst
Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
Ryanair Holdings shares surge 55%, leading European airline stocks in 2025
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.
Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18)
Show Notes
Things that WON’T Happen in 2026
Steve Cress’ Top Stocks for 2026 – sign up today
Episode transcripts seekingalpha.com/wsb. 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.
Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: ABVX, RKLB, and more
Italy's antitrust body fines $115 million for Apple's dominant position
'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel
James Grant says his best stock pick of 2025 may still be cheap
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.
After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)
Show Notes
Top tech picks for 2026
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).
Show links:
Micron signals further gross margin expansion as AI-driven demand strains supply into 2026
Tesla stock scales a new record high for the first time in nearly a year
Ford's ESS strategy could generate as much as $5B in additional revenue
Episode transcripts: seekingalpha.com/wsb
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.
TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top Stocks 2026
Biggest stock movers Friday: NNE, CORZ, NKE and more
Sony to take over Snoopy, Peanuts franchise for $457M
NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement
JPMorgan spotlights 11 tech stocks to watch out for in 2026
Take the news quiz
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.
Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)
Show Notes
Top 10 market risks for 2026
Steve Cress’ Top Stocks for 2026 – sign up today
Episode transcripts seekingalpha.com/wsb. 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.
Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MU, LULU and more
U.S. approves $11.1 billion arms sales to Taiwan
House passes Republican healthcare bill without extending ACA subsidies
Instacart stock falls on report of FTC probe over AI pricing tool
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.
Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top Stocks 2026
Biggest stock movers Wednesday: MU, NFLX, PLCE and more
US prepares new Russia sanctions if Putin rejects peace deal - report
Years-long bear market coming for gold and silver, analyst Gilburt predicts
Nvidia plans $1.5B server farm in Israel - Calcalist
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.
Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)
Show Notes
One million driverless Teslas by 2035?
Steve Cress’ Top Stocks for 2026 – sign up today
Episode transcripts seekingalpha.com/wsb. 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.
Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more
Tesla directors won over $3 billion in stock awards - Reuters
Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave
Trump sues BBC over speech edit in documentary, seeks $10B in damages
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.
Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)
Show Notes
Goldman’s catch-up stocks for 2026
Episode transcripts seekingalpha.com/wsb. 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.
Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)
Show Notes
Hedge funds are piling into commodities
Episode transcripts: seekingalpha.com/wsb
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.
Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25).
Show Notes
AI stocks sink on Broadcom, Oracle worries
Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC
Episode transcripts: seekingalpha.com/wsb
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.
Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)
Show Notes
Oracle's plunge wipes out $25B from Larry Ellison's net worth
Episode transcripts: seekingalpha.com/wsb
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.
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)
Show Notes
Lilly’s next-gen weight-loss drug meets endpoints
Episode transcripts seekingalpha.com/wsb. 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.
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)
Show Notes
Paramount’s Ellison makes his case to shareholders
Episode transcripts: seekingalpha.com/wsb
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.
FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00).
Show Notes:
FOMC cuts interest rate for third straight meeting, but dissents grow
Semiconductor stock action varies widely in active day for sector
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning
Episode transcripts: seekingalpha.com/wsb
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.
Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)
Show Notes
Elon Musk wouldn’t do DOGE again
JPMorgan bank head sees ‘fragile’ economy
Episode transcripts: seekingalpha.com/wsb
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.
Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)
Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26
Episode transcripts seekingalpha.com/wsb. 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.
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)
Show Notes
Deere drops as Trump calls for lower farm equipment prices
Episode transcripts: seekingalpha.com/wsb
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.
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)
Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?
Episode transcripts seekingalpha.com/wsb. 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.
IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)
Show Notes
What’s the best data central stock play?
Episode transcripts: seekingalpha.com/wsb
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.
The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Netflix (NFLX) deal to buy Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).
Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7
Episode transcripts: seekingalpha.com/wsb
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.
AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)
Show Notes
HP Enterprise tumbles on weak server sales
Episode transcripts: seekingalpha.com/wsb
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.
Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)
Show Notes
Top 5 risks for 2026
Episode transcripts seekingalpha.com/wsb. 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.
Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)
Show Notes
Paramount ups Warner breakup fee
Episode transcripts: seekingalpha.com/wsb
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.
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)
Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges
Episode transcripts seekingalpha.com/wsb. 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.
Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)
Show Notes
Has silver come too far too fast?
Episode transcripts: seekingalpha.com/wsb
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.
OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)
Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks
Episode transcripts seekingalpha.com/wsb. 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 .
Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)
Show Notes
Marvell looking to buy Celestial AI
Episode transcripts: seekingalpha.com/wsb
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.
New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00).
Show Notes:
U.S. stocks turn lower, crypto falls while yields rise at the start of December
Episode transcripts: seekingalpha.com/wsb
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.
Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11)
Show Notes
Accenture now calling employees 'reinventors'
Episode transcripts: seekingalpha.com/wsb
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.
Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35)
Show Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar
Episode transcripts seekingalpha.com/wsb. 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.
Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season?
Episode transcripts seekingalpha.com/wsb.
Show links:
Jack Bowman | Seeking Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions
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.
Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13)
Show Notes
3D printed chicken?
Episode transcripts seekingalpha.com/wsb. 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 .
HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: DELL, HPQ, and more
'Rush Hour 4' in the works after Trump's push to revive series
Italy's antitrust body expands probe against Meta over WhatsApp AI tools
OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report
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.
Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)
Show Notes
The 2025 turkeys
Episode transcripts seekingalpha.com/wsb. 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 .
Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NVDA, ZM, and more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600
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.
The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36)
Show Notes
Chip stocks surge
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 .
Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PONY, MP, and more
SA: What are the best defensive stocks right now?
Salesforce CEO Marc Benioff has a 'Holy S---' AI moment
Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival
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.
Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)
Show Notes
50 stocks that mean the most to hedge funds
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).
Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices
Why the September jobs report will lead to more tariff cuts
Wall Street rebounds after the prior day’s volatile downturn
Episode transcripts: seekingalpha.com/wsb
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.
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the news quiz: Investment News Quiz - Friday, Nov. 21
Biggest stock movers Friday: GAP, ESTC, and more
Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick
Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026
Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan
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.
Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)
Show Notes
This bond action could signal the end of the equity bull market
Episode transcripts: seekingalpha.com/wsb
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.
Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: NVDA, PANW, and more
Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook
China considers aggressive new stimulus to rescue property sector amid financial system fears - report
Meta's chief AI scientist Yann LeCun announces departure to start his own firm
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.
Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: PLUG, ON, and more
'Relax,' selloff is just P&L protection - Nomura
Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report
Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios
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.
Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)
Show Notes
Goldman’s best AI productivity stocks
Why traders are watching this key S&P level
Episode transcripts seekingalpha.com/wsb. 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 .
Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: OWL, AXTA, and more
Nio's right-hand drive model Firefly enters production
Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
China books nearly million tons of U.S. soybeans after brief pause - report
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.
Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)
Show Notes
Netflix 10-for-1 stock split goes into effect
Episode transcripts seekingalpha.com/wsb. 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 .
Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: QUBT, XPEV, and more
Hidden homeownership costs hit nearly $16,000 a year, Zillow says
SA Asks: What happens if Trump's tariffs are ruled illegal?
Boeing sees sharp increase in Patriot seeker deliveries
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.
Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
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 recovers
Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
AI Spending Surge, Contrarian Take On Tech Stocks
Episode transcripts: seekingalpha.com/wsb
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.
Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the quiz: Investment News Quiz - Friday, Nov. 14
Biggest stock movers Friday: CDTX, AMAT, WBD, and more
Fed's Kashkari did not back last rate cut, undecided on December - report
Google proposes changes to adtech business after EU fine, but no asset breakup
Blue Origin launches NASA's Mars mission, sticks booster landing for the first time
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.
Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)
Show Notes
A Michael Burry Wall Street timeline
Stocks fall in big risk-off move as Tesla, Nvidia sink
Target tells employees to smile
Verizon announces big layoffs
Episode transcripts seekingalpha.com/wsb. 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 .
Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, BTDR, and more
Goldman's AI layoffs early warning signal
Weight Watchers plans to sell Novo's obesity pill once it launches - report
Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix
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.
Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)
Show Notes
Goldman’s healthcare stock picks
Episode transcripts seekingalpha.com/wsb. 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 .
General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: AMD, ALC, and more
Trump to host Wall Street CEOs on Wednesday at White House - report
Foxconn sees AI-driven growth in 2026, teases OpenAI announcement
Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'
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.
Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)
Show Notes
S&P 500 more correlated to Nvidia than its own 500 components
Michael Burry targets hyperscaler accounting
Episode transcripts seekingalpha.com/wsb. 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 .
50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: BBAI, RKLB, and more
US Senate passes bill to end longest ever government shutdown, sending it to House
Nebius Q3 Earnings Preview: What to expect?
Tesla chair says the company could be on the cusp of the largest value-creation event in history
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.
AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)
Show Notes
BofA says short hyperscaler bonds
Source says Papa John’s deal report not true
Episode transcripts seekingalpha.com/wsb. 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 .
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: RUM, MTSR, and more
SA Asks: What are the best AI-focused ETFs right now?
Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists
Tesla's Cybertruck head quits after eight years
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.
Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)
Show notes:
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report
Episode transcripts: seekingalpha.com/wsb
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.
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the Quiz: Investment News Quiz - Friday, Nov. 7
Biggest stock movers Friday: TSLA, XYZ, DKNG, and more
Musk says Tesla may build “gigantic” chip fab to power its AI ambitions
Airbnb surges despite Q3 EPS miss, expects wider FY margins
Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal
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.
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)
Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group
Episode transcripts seekingalpha.com/wsb. 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
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: SNAP, QCOM, and more
Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report
Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters
SoftBank is said to have explored potential takeover of chipmaker Marvell Technology
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.
The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)
Show Notes
Evercore’s Tactical Actional Positioning stocks
Episode transcripts seekingalpha.com/wsb. 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 .
Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more
Zohran Mamdani wins NYC mayoral race. What does it mean for Wall Street?
China to suspend most U.S. tariffs after Trump-Xi meeting, soybeans still face 13% duty
Novo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and Ozempic
Uber outlines high teens gross bookings growth and accelerates AV strategy with NVIDIA partnership
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.
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46)
Show Notes
Bitcoin hits lowest levels since June
Uber slides on outlook
Episode transcripts seekingalpha.com/wsb. 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.
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, SRPT, and more
Palantir Technologies Inc. (PLTR) Q3 2025 Earnings Call Transcript
Trump administration to pay half of SNAP benefits for November
Hims & Hers projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy accelerates
China offers tech giants cheap power to boost domestic AI chips, FT reports
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.
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)
Show Notes
Hedge funds wrong-footed by Mag 7 earnings
Episode transcripts seekingalpha.com/wsb. 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.
The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08)
Show Notes
What’s the best quantum computing stock?
Episode transcripts: seekingalpha.com/wsb
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.
Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings. (2:48)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb
Meta anticipates CapEx dollar growth to rise notably in 2026 with AI investments
Take the quiz: Investment News Quiz - Friday, Oct. 31
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.
Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown stretches into Thanksgiving travel season. (02:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the quiz: Investment News Quiz - Friday, Oct. 31
Biggest stock movers Friday: AAPL, AMZN, and more
Elon Musk’s SpaceX set to win $2B Pentagon satellite deal - report
Trump-Putin summit canceled after Moscow sends memo to Washington - FT
Meta to raise $30B in record bond sale amid rising AI costs
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.
Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: GOOG, META, MSFT, and more
Trump directs Pentagon to resume nuke testing after 33-year pause
Meta Platforms stock sinks after booking $16B one-time charge in Q3
Starbucks reports positive comparable store sales for the first time in 7 quarters
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.
The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)
Episode transcripts seekingalpha.com/wsb. 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.
Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (01:17) No food stamps from next month as USDA says 'the well has run dry.’ (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and more
Starbucks Q4 preview: Analysts caution over declining same-store sales
SA analyst upgrades/downgrades: GOOG, INTC, AVGO, WBD
Thermo Fisher said to eye $10B takeover of clinical trial software firm Clario
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.
Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21) Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating from S&P in a first for a bitcoin treasury company. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: WM, CLS, RMBS, and more
Ark Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming'
EU car sales rise 10% in September; Tesla continues losing market share, BYD gains ground
Apple supplier Skyworks Solutions held talks to acquire rival Qorvo - report
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.
Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)
Show Notes
Goldman’s cheap high-quality stocks
Episode transcripts seekingalpha.com/wsb. 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.
Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: RNA, HIVE, and more
Trump dismisses speculation of vice presidential run in 2028 election
Argentine midterms: Milei's party wins big as voters back his economic overhaul
Copper nears record high on U.S.-China trade optimism
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.
Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25).
Show Notes:
Netflix Is Still King
This Unbelievably Strong Stock Market
Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time
Episode transcripts: seekingalpha.com/wsb
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.
Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the quiz: Investment News Quiz - Friday, Oct. 24
Biggest stock movers Friday: F, INTC, NEM, and more
Trump cancels trade negotiations with Canada over Reagan ad
Intel perks up as PC, AI helps boost Q3 results, guidance
Rivian reaches $250M settlement to resolve investor lawsuit over price hikes
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.
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, IBM, and more
Tesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profits
IBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum accelerates
Lam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quarters
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.
The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superintelligence employees. (2:26)
Show Notes
Goldman’s top tech capex and R&D names
Episode transcripts seekingalpha.com/wsb. 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.
DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NFLX, DKNG, and more
Netflix outlines ad revenue doubling in 2025 as new content and tech drive global engagement
This AI bubble is ‘absolutely’ going to burst – analyst
Tesla recalls select Model 3, Ys over battery connection failure
Gold and silver suffer historic one-day drop but most analysts say long-term uptrend remains
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.
As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers. (2:52)
Show Notes
Goldman Sachs’ Buyback Aristocrats
Episode transcripts seekingalpha.com/wsb. 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.
Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CCK, DCGO, and more
Argentina bailout: US currency swap deal inked, banks seek collateral for $20B loan
PayPal to take over Carlyle stake in e-commerce firm Shopware - report
Cleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiative
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.
Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PLUG, RANI, and more
Blackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive power
Earnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, PG, GE, MMM, CLF, AGNC, and more
Trump may cut a deal with China as markets bet on Fed easing: Jefferies
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.
Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).
Show Notes:
Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report
Gold hits another record with bank worries in focus alongside trade, rate cuts
Bank fears spread with wider market spooked over credit 'cockroaches'
Episode transcripts: seekingalpha.com/wsb
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.
Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the Quiz: Investment News Quiz - Friday, Oct. 17
Biggest stock movers Friday: U.S. bank stocks, and more
Chinese carmaker BYD to recall record number of cars over design, battery issues
Spirit Airlines to furlough 365 pilots, demote 170 others next year - report
U.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa fees
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.
Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)
Show Notes
The fastest drive-thrus around
BTIG’s top retailer picks
Episode transcripts seekingalpha.com/wsb. 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.
Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: HPE, UAL, NIO, and more
Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations
Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says
Apple's first moving product could take the spotlight off Tesla's robot dreams
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.
Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)
Show Notes
Driverless cabs coming to London
Episode transcripts seekingalpha.com/wsb. 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.
Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: VERI, PZZA, and more
Luxury names surge after 13% pop in LVMH stock price
Intel to launch new AI chip next year - report
Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips
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.
J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)
Show Notes
HSBC’s 10 stock picks going into earnings season
Episode transcripts seekingalpha.com/wsb. 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.
The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)
Show Notes
30 stocks showing signs of froth
Beyond Meat craters
Episode transcripts seekingalpha.com/wsb. 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.
President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)
Show Notes
The Air Jordan Economy
More stocks to short
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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.
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the quiz: Investment News Quiz - Friday, Oct. 10
Biggest stock movers Friday: APLD, PATH, and more
Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China
China said to tighten customs checks on Nvidia AI chips
Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook
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.
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)
Show Notes
J.P. Morgan’s top tech stocks to short
Episode transcripts seekingalpha.com/wsb. 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.
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: AZZ, RELL, and more
Microsoft plans healthcare AI push in Copilot with Harvard deal: report
U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support
US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg
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.
CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)
Show Notes
J.P. Morgan’s top consumer sector shorts
Episode transcripts seekingalpha.com/wsb. 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.
U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: JOBY, OMI, and more
ABB to divest robotics division to SoftBank for $5.38 billion
BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers
Intel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - report
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.
Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)
Show Notes
Paul Tudor Jones has that 1999 feeling
Episode transcripts seekingalpha.com/wsb. 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.
Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: TMQ, STZ, and more
Fire at aluminum plant seen disrupting business at Ford, other automakers - report
Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project
Archer Aviation up double-digits on potential ties to Tesla's special announcement
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.
OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)
Show Notes
Young Wall Streeters say this is the essential human skill in the AI era
Episode transcripts seekingalpha.com/wsb. 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.
Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: MU, QUBT, and more
French Prime Minister Sebastien Lecornu resigns
Four things for stock bulls to worry about other than the shutdown
40 alternative economic reports to utilize during the shutdown
Boeing prepares for possible 737 MAX production hike this month - report
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.
Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47) Bitcoin top $125,000 for first time. (2:57)
Show Notes
Which investing themes are ‘in’/‘out’ for H2 2020s
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. 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
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the Quiz: Investment News Quiz - Friday, Oct. 3
Biggest stock movers Friday: AMAT, RUM, and more
Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan
YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact
Google VP says company plans to spin off life sciences unit Verily: report
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.
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)
Show Notes
12 top takeover targets in tech
Caterpillar emerges as the new AI play
Episode transcripts seekingalpha.com/wsb. 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.
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: RKT, STLA, and more
Apple tables Vision Pro sequel to pursue smart glasses: report
Trump holding off on pharma tariffs to negotiate more deals - report
SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC
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.
With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)
Show Notes
Nike up on turnaround enthusiasm
Reddit slumps as ChatGPT citations drop
China’s Golden Week kicks off
Episode transcripts seekingalpha.com/wsb. 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.
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LAC, NKE, and more
S&P 500 clocks strongest Q3 performance since 2020
UBS: U.S. lumber tariffs could add $8,900 to cost of building a home
Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026
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.
Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)
Show Notes
Is the labor market stronger than it seems?
Wendy’s unveils Tendys
Episode transcripts seekingalpha.com/wsb. 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.
Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UUUU, FLY, and more
Trump’s Tariffs: Key announcements from September
OpenAI's H1 revenue climbs 16% to $4.3 billion - report
Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report
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.
Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)
Show Notes
BMO embraces S&P 7,000 by year end
Episode transcripts seekingalpha.com/wsb. 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.
Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report
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.
Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)
Episode transcripts: seekingalpha.com/wsb
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.
Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).
Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements
Episode transcripts: seekingalpha.com/wsb
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.
Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)
Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York
Episode transcripts: seekingalpha.com/wsb
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.
Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)
Show Notes
The 5 mega forces driving equity conditions
Episode transcripts: seekingalpha.com/wsb
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.
Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved
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.
Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)
Show Notes
The Fed ‘hates’ Trump’s policies
Episode transcripts: seekingalpha.com/wsb
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.
Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade
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.
Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)
Show Notes
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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.
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz
Show links:
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors
Episode transcripts: seekingalpha.com/wsb
Get 20% off James' Successful Portfolio Strategy
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.
Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.
Show links:
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo
Episode transcripts: seekingalpha.com/wsb
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.
Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off
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.
Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)
Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto
Episode transcripts: seekingalpha.com/wsb
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.
Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report
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.
CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)
Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date
Episode transcripts: seekingalpha.com/wsb
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.
Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'
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.
The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)
Show Notes
Citi boosts its S&P target and earnings forecast
Episode transcripts: seekingalpha.com/wsb
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.
UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu
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.
The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)
Show Notes
Shakeup coming in one of the biggest gold ETFs
Episode transcripts: seekingalpha.com/wsb
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.
Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years
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.
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).
Episode transcripts: seekingalpha.com/wsb
Show links:
Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates
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.
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance
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.
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)
Show Notes
ETF inflows surge
Episode transcripts: seekingalpha.com/wsb
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.
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says
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.
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)
Show Notes
Highest-conviction picks from Jefferies
Episode transcripts: seekingalpha.com/wsb
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.
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'
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.
Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)
Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?
Episode transcripts: seekingalpha.com/wsb
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.
Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CRDO, BMBL, and more
U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
Toyota Industries receives take-private offer from Group companies
Huawei sets June 11 launch date for Pura 80 series smartphones
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.
Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)
Show Notes
New AI stock darling Nebius looks to raise cash
Morgan Stanley still bullish on U.S. exceptionalism
Episode transcripts: seekingalpha.com/wsb
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.
Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Samsung said to be close to wide-ranging deal with Perplexity for AI features
Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
China 'firmly rejects' Trump's accusation on Geneva trade deal breach
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.
May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).
Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript
Episode transcripts: seekingalpha.com/wsb
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.
Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in
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.
Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)
Show Notes
Now might be the time for this ultimate contrarian trade
Episode transcripts: seekingalpha.com/wsb
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.
Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin
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.
Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum
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.
Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trump’s $175B missile shield is said to face steep tech, budgetary challenges
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.
Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)
Show Notes
Earnings Calendar
The ticking fiscal time bomb
Episode transcripts: seekingalpha.com/wsb
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.
Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).
Show Notes:
Target Q1 Earnings Call Transcript
Tech Stocks - Focus On What Management Isn't Talking About
Episode transcripts: seekingalpha.com/wsb
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.
Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: WDAY, INTU, and more
Japan could trigger a ‘global financial market Armageddon’ – SG
Supreme Court preserves Fed independence, lets Trump shake up other agencies
Nuclear names surge as Trump set to sign orders to boost industry
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.
Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)
Show Notes
The most crowded hedge fund longs
Episode transcripts: seekingalpha.com/wsb
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.
Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: SNOW, URBN, and more
Microsoft files legal action against malware Lumma Stealer
Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal
Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation
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.
The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)
Show Notes
Man United bears rooting for Spurs
Episode transcripts: seekingalpha.com/wsb
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.
Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy: report. (03:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: PANW, TOL, and more
Elon Musk on robots, litigious shareholders, and AI
SA Asks: Can retailers afford to eat tariff costs?
Kraft Heinz considering strategic options to unlock value
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.
The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)
Show Notes
Mickey Mouse joins F1
Episode transcripts: seekingalpha.com/wsb
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.
Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ASAN, ASPI, and more
Fed likely to stay in wait-and-see mode till at least September
Alphabet's Waymo cleared to expand robotaxi service in Bay Area
Intel mulls sale of networking and edge unit - report
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.
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)
Show Notes
Costco’s sales of Kirkland brand rival Lowe’s and P&G
Episode transcripts: seekingalpha.com/wsb
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.
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, and more
Trump warns Walmart not to blame tariffs for higher prices
Ant Group's overseas unit brings in $3 billion ahead of spinoff - report
Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report
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.
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29)
Show Notes
We’re seeing the fastest Fed-driven housing slowdown ever
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).
Show Notes:
Can UnitedHealth turn it around?
Walmart Q1 2026 earnings call transcript
Shopify targets sustained growth
Saudi Arabia AI deals were 'bullish eye opener' for tech investors
Episode transcripts: seekingalpha.com/wsb
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.
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation
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.
WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03)
Show Notes
The signposts for market stability
Episode transcripts: seekingalpha.com/wsb
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.
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, BNGO, and more
Trump asks Apple to stop moving iPhone manufacturing to India - report
The Monopoly ETF, a new SEC filing that targets market titans
China lifts curbs on export of rare earth minerals to the U.S.
Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premium
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.
Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29)
Show Notes
‘Gandalf’ calls crypto ‘rat poison’
Episode transcripts: seekingalpha.com/wsb
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.
Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SMCI, SONY, and more
Tesla may get new pay package for CEO Elon Musk - report
EU said to weigh higher tariffs on Ukrainian imports to protect its farmers
Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells
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.
The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)
Show Notes
Goldman Sachs boosts
S&P target in wake of tariff détente
Episode transcripts: seekingalpha.com/wsb
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.
FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: COIN, HTZ, and more
Inflation expected to firm up in April's CPI print
U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip
U.S. reduces China 'de minimis' tariff rate to 54% from 120%
India moves to retaliate against Trump’s tariffs amid trade talks
McDonald's bets on growth with plans for 375K new hires - update
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.
U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Magnificent Seven, and more
Top EV battery maker CATL seeks to raise $4B in Hong Kong listing
Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI
Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more
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.
Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.
Show links:
Masters In Business
Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
Trump says China wants to make a trade deal, open to lowering tariffs if talks go well
Episode transcripts: seekingalpha.com/wsb
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.
Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.
Episode transcripts seekingalpha.com/wsb.
Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript
Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript
Boot Barn is tipped by BTIG to be a retail sector outperformer
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.
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%
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.
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: PINS, AFRM, and more
Nvidia to downgrade H20 chips for China after U.S. export restrictions - report
VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - report
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.
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
Show links:
U.S. GDP contracts in Q1 as imports swell, price index jumps
President Trump says Q1 GDP actually rose when excluding imports
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.
U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more
Trump set to unveil trade deal with UK on Thursday - report
Alphabet shares tumble as Apple exec expresses search concerns
Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect
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.
Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)
Show Notes
Disney announces Abu Dhabi theme park
Episode transcripts: seekingalpha.com/wsb
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.
WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SMCI, UPST, and more
Trump teases 'very, very big' announcement, says 'not necessarily' on trade
Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions
Amazon's Zoox issues software recall, plans to scale up robotaxi production
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.
The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)
Show Notes
Palantir gets big backing from Wall Street analysts
BofA gets bullish on energy
Episode transcripts: seekingalpha.com/wsb
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.
Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, F, and more
DoorDash to buy UK food delivery firm Deliveroo for $3.9B
Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit
India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report
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.
Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer. (3:19)
Show Notes
Equity ETFs are still hot despite market waves
Episode transcripts: seekingalpha.com/wsb
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.
Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50).
Show Notes:
Taiwan dollar surges amid global trade drama
Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures
Stock index futures in red as investors brace for Fed's upcoming rate decision
Episode transcripts: seekingalpha.com/wsb
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.
The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market? (3:56)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).
Episode transcripts: seekingalpha.com/wsb
Show links:
Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript
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.
Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMZN, AAPl, RDDT, and more
Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend
Key takeaways from Reddit's Q1 report, amid double-digit stock gain
Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report
Trump signs order to end funding for NPR, PBS
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.
Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN. (2:56)
Show Notes
Kohl’s CEO fired for cause
Episode transcripts: seekingalpha.com/wsb
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.
Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Trump administration said to be investing $500M on developing universal vaccines
Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard
Ford said to abandon effort to develop Tesla-like electronic brain
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.
Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the star of Yum! Earnings. (2:49)
Show Notes
Wells Fargo likes these utilities stocks
House GOP looks for EV road tax
Episode transcripts: seekingalpha.com/wsb
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.
Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM) to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping. (01:50)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SBUX, SMCI, and more
General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk
Fed's preferred inflation gauge expected to cool further in March
Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk
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.
Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)
Show Notes
Morgan Stanley’s quality stocks to double down on
Hims & Hers soars on Wegovy deal
Episode transcripts: seekingalpha.com/wsb
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.
Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview: Eyes on international sales amid tariff uncertainties. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NXPI, BP, and more
Canada election: Carney's Liberals win as Trump threats fuel party's comeback
Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide
Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model
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.
The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)
Show Notes
Chinese tea chain
Chagee launches in U.S,
Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TM, AMPY, and more
Big Tech faces high-stakes earnings week amid tariff jitters
Trump ties tariffs to potential tax cuts for middle-income earners
Shein is said to raise U.S. prices up to 377% with new tariffs looming
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.
Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30).
Episode transcripts: seekingalpha.com/wsb
Show links:
Netflix Q1 Earnings Call Transcript
Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
Trump Playing Chicken With The World?
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.
Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: GOOG, INTC, and more
China mulls exempting select U.S. goods from 125% tariffs - report
Alphabet CEO signals personal ownership optionality for Waymo robotaxis
Apple to shift assembly of all US iPhones to India by 2026 - report
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.
Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).
Show Notes:
Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold
Tesla Q1 Earnings Call Transcript
Stressful Markets, But Lots Of Opportunities In Tech
Episode transcripts: seekingalpha.com/wsb
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.
IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21)
Show Notes
Trump reportedly considering auto tariff relief
PBOC governor espouses free trade
Netflix leadership looking at $1T valuation
Episode transcripts: seekingalpha.com/wsb
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.
Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).
Show Notes:
Bessent says full China trade deal may take two to three years - report
Longer-end yields tumble as Trump eases Fed fears
Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2%
Episode transcripts: seekingalpha.com/wsb
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.
President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50)
Show Notes
Futures rally as Trump backs off on replacing Powell
FDA spooks bald men
Episode transcripts: seekingalpha.com/wsb
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.
GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22)
Show Notes
What to make of Amazon after 30% drop
Episode transcripts: seekingalpha.com/wsb
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.
DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NVO, MEDP, and more
Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
U.S. pushes India for full ecommerce market access for trade deal - report
Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron
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.
The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04)
Show Notes
Chipotle to open in Mexico
Episode transcripts: seekingalpha.com/wsb
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.
Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TSLA, NFLX, and more
China warns against U.S. side deals, threatens retaliation if interests are compromised
U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence
Trump economic approval rating hits new low - CNBC
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.
Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)
Show Notes
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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.
Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48)
Show Notes
The market is still too rosy on the economy
Apple gets a vote of confidence
Episode transcripts: seekingalpha.com/wsb
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.
SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, AA, and more
Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S.
CBP says $500 million collected in reciprocal tariffs since April 5
Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth
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.
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)
Show Notes
The bad idea of creating a recession to lower rates
Episode transcripts: seekingalpha.com/wsb
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.
U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ASML, UAL, and more
United beats FQ1 estimates but issues profit warning if economy stalls
AST SpaceMobile seesaws amid takeover, contract speculation
Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation
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.
Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)
Show Notes
What history shows us about tariffs and earnings
Episode transcripts: seekingalpha.com/wsb
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.
China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030: report. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ERIC, BA, and more
New tariffs? U.S. probes pharma, chip imports' impact on national security
SA Asks: How will higher tariffs impact Disney?
AMD to make CPU chips at TSMC's Arizona plant
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.
The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)
Show Notes
50 most liquid stocks
50 least liquid stocks
Episode transcripts: seekingalpha.com/wsb
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.
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Tech stocks, and more
Which stocks are least liquid? Goldman Sachs lists 50 of them
Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz
China suspends rare earth exports as trade war with U.S. escalates - report
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.
Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)
Show Notes
Earnings Calendar
Most liquid stocks
Least liquid stocks
Episode transcripts: seekingalpha.com/wsb
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.
China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: NVS, JOBY, and more
FDA to phase out animal testing requirement, adopt AI methods
U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE
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.
Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink, ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00)
Show Notes
Get DoorDash from a robot
Episode transcripts: seekingalpha.com/wsb
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.
TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: DJT, X, and more
Google reiterates $75B spending plan for data centers amid tariff woes
Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
EU said to weigh buying more U.S. gas, but green transition still in focus
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.
Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)
Show Notes
China boosts tariffs on U.S.
Episode transcripts: seekingalpha.com/wsb
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.
Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: BTU, CALM, and more
Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
Trump says TSMC would face 100% tax if it doesn't build in U.S.
Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs
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.
Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12)
Show Notes
Apple Stores see iPhone ‘panic selling.’
The Curious Case of Rising Treasury Yields
Small-cap picks that can outperform
Episode transcripts: seekingalpha.com/wsb
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.
Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to 'fight to the end' against new U.S. tariffs, escalating the trade dispute. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Health insurers stocks, and more
Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
BlackRock’s Fink sees ‘buying opportunity’ during market selloff
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.
Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41)
Show Notes
Trump threatens 50% more tariffs on China
MicroStrategy announces major digital loss
Episode transcripts: seekingalpha.com/wsb
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.
Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL) over Trump's 'tariff armageddon'. (01:42) Saudi Arabia slashes oil prices for Asia after surprise OPEC+ output hike. (02:25)
Episode transcripts seekingalpha.com/wsb.
**Show links:
Biggest stock movers Monday: Magnificent seven, crypto stocks, and more
Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit
Asia panic selling: Circuit breakers triggered in Japan, South Korea and Taiwan
Israel's Netanyahu becomes first foreign leader to discuss tariffs in Washington
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.**
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay. (4:46)
Show Notes
Earnings Calendar
Bill Gross warns against buying the dip
Episode transcripts: seekingalpha.com/wsb
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.
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25).
Show Notes:
Tesla: A Nuanced Bull/Bear Conversation
Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears
The full list of U.S. tariff rates and the countries targeted
Episode transcripts: seekingalpha.com/wsb
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.
Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15).
Show Notes:
Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data
Trump says open to tariff negotiations if offered something 'phenomenal'
Episode transcripts: seekingalpha.com/wsb
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.
Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump. (2:40)
Show Notes
S&P at risk of another 20% drop
Episode transcripts: seekingalpha.com/wsb
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.
Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges, sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans, to invest $27 billion over next 3 years. (03:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, NKE, and more
The full list of U.S. tariff rates and the countries targeted
WW International in talks to restructure debt, handing control to bondholders
Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ
Newsmax stock loses steam and gives up gains from post-IPO excitement
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.
Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42)
Show Notes
BofA picks 9 buys, 1 sell for Q2
Episode transcripts: seekingalpha.com/wsb
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.
Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more
CoreWeave rockets on third day of trading after tepid IPO response
Big Pharma drops sharply ahead of Trump’s tariff announcement
Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint
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.
OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52)
Show Notes
The best stocks to navigate tariffs
Citi says Apple looking attractive
Episode transcripts: seekingalpha.com/wsb
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.
Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NMAX, PVH, LPRO and more
OpenAI secures $40B funding, valuing ChatGPT maker at $300B
Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts
Li Auto’s Q1 deliveries rise 15% Y/Y
Wall Street Breakfast March survey
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.
Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55)
Show Notes
Is Apple’s rumored Nvidia server buy a big deal?
Episode transcripts: seekingalpha.com/wsb
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.
Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet. (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: WRB, NCTY
Oppenheimer names BDCs likely to hold up even with declining rates
Trump says TikTok deal to close before April 5 deadline
TSM reaffirms pledge to Taiwan with new facility amid US expansion - report
Wall Street Breakfast March survey
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.
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold, Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20).
Show links:
The US will not enter a ‘demand-driven’ recession – says BCA
GameStop slides 25% as Bitcoin buzz flips to investor skepticism
Start the tariff engines: What does 'Made in America' mean?
Episode transcripts: seekingalpha.com/wsb
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.
Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: LULU, X, and more
Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM
Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report
Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts
HSBC terminated investment bankers on bonus day, didn't pay bonuses: report
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.
Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of confidence. (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45)
Show Notes
‘Market crash’ on horizon - survey
Episode transcripts: seekingalpha.com/wsb
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.
Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25).
Show links:
Energy executives worried about Trump's policies, Dallas Fed says
President Trump signs executive order imposing 25% tariffs on foreign-made autos
Bank of America hikes gold price forecast with $3,500 in sight
Episode transcripts: seekingalpha.com/wsb
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.
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.*
US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, HUMA, and more
Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high
Canada halts Tesla rebate payments, moves to block future incentives
Stock market selloffs may have ‘washed out’ some buyers: IBKR
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.
Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)
Show Notes
Vanguard cuts U.S. growth forecast
Episode transcripts: seekingalpha.com/wsb
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.
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: DJT, KBH, and more
Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report
End of the road: Kenworth to discontinue iconic W900 truck after 6 decades
BYD Company’s revenue tops $100 billion in FY24
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.
BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57)
Show Notes
Ford F-150 faces regulatory investigation
Episode transcripts: seekingalpha.com/wsb
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.
23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta’s (META) $800 million offer - report. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TSLA, SMCI, and more
International names dominate list of cheap stocks with strong momentum
AI boom echoes dot-com bubble, but with key differences: Bloomberg
Luxury cars face biggest challenges from Trump's tariffs, WSJ reports
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.
The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)
Show Notes
Stocks that weather downturns the best
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).
Episode transcripts: seekingalpha.com/wsb
Show links:
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference
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.
Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: Quantum stocks, FDX, and more
Trump to announce new Air Force contract for next-gen fighter jet
Nvidia teams up with French quantum computing start-up Pasqal
FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation
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.
The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45)
Show Notes
Nearly all the AI valuation premium is gone
Episode transcripts: seekingalpha.com/wsb
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.
NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: YY, FIVE, and more
Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
Musk’s X raises almost $1 billion in new equity funding - report
Gold extends rally after Fed holds the line on interest rates
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.
The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)
Show Notes
Unpacking Nvidia GTC
Global ETFs shine
Episode transcripts: seekingalpha.com/wsb
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.
General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: STNE, GILD, and more
Nvidia GTC 2025: Rubin, reasoning, robotics and more
Tesla removed from 2025 Vancouver International Auto Show
SA Asks: How will the $32B Wiz deal impact Google?
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
Show links:
Dollar sinks on economic worries ahead of the Fed meet-Currency Recap
Wholesale egg prices drop, but retail rates could take time to catch up
Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus
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.
Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: GRAB, BIDU, and more
SA Maps: Tracking benchmark interest rates around the world
Which beaten down stocks have the best chance for a quick rebound?
Grab said to be moving forward with GoTo takeover
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.
Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation.
Show Notes:
Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision
Brace For Turbulence: Navigating Rough Market Conditions Ahead
Episode transcripts: seekingalpha.com/wsb
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.
Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NCLH and NIU
SA Asks: What's next for quantum computing stocks?
What will happen to payment stocks in a recession? Bernstein takes clues from 2008
Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire
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.
Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35).
Episode transcripts: seekingalpha.com/wsb
Show links:
Novo Nordisk slips after data for next-gen obesity drug
Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs
Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain
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.
British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: DOCU, PTON, and more
Trump to invoke wartime law as soon as Friday to fast-track deportations - report
Morgan Stanley’s top quality stocks to own for the long term
S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023
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.
Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).
Episode transcripts: seekingalpha.com/wsb
Show links:
S&P on track to end in correction territory, Nasdaq slumps more than 2%
February sees surge in short interest for crypto stocks led by MSTR, COIN
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.
Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: INTC, ADBE, and more
SentinelOne tumbles as weak guidance overshadows Q4 results
EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
Budweiser APAC mulls job cuts to reduce costs by 15% - report
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.
CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)
Show Notes
Nvidia's GTC can't come fast enough
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit* moomoo.com for more details**.
Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GRPN, MOMO, and more
TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
Musk pledges to double Tesla’s U.S. production amid support for Trump
Roche, Zealand Pharma enter $5.3B license deal for obesity treatment
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.
Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)
Show Notes
Is this the market bottom?
Episode transcripts: seekingalpha.com/wsb
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.
Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: DAL, TSLA, and more
SA analysts mixed on when stocks will rebound following sell-off
Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms
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.
Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)
Show Notes
Has the government forgotten what a real recession is?
Episode transcripts: seekingalpha.com/wsb
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.
ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, CKPT, and more
Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis
India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M
XPeng eyes mass production of flying cars, humanoid robots by 2026
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.
A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)
Show Notes
Piper Sandler's actionable picks amid selloff
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).
Show links:
Anheuser-Busch Q4 Earnings Transcript
U.S. trade deficit has spiked to record highs amid tariffs fears
A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper
Episode transcripts: seekingalpha.com/wsb
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.
Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers: AVGO, LUNR, and more
SpaceX's Starship explodes after launch again, debris disrupts Florida flights
Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
Trump establishes Strategic Bitcoin Reserve
Cryptocurrency may likely remain under pressure over near term - JPM
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.
Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)
Show Notes
Layoffs soar as DOGE bites
Marvell shares tumble
Episode transcripts: seekingalpha.com/wsb
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.
Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MRVL, ZS, and more
Microsoft withdraws some agreements with CoreWeave - report
Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI
Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs
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.
OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)
Show Notes
Tech stocks that can withstand the storm
Disney planning ABC layoffs
Episode transcripts: seekingalpha.com/wsb
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.
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CRWD, AVAV, and more
SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech
Trump defends tariffs after markets close significantly down
Google urges DOJ to avoid breaking up company - report
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.
The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15)
Show Notes
Stocks best insulated from tariffs
Okta rallies post-earnings
Episode transcripts: seekingalpha.com/wsb
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.
"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgreens (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: WBA, ILMN, and more
Investors may be riding a ‘bucking bronco’ stock market into April
Bitcoin's back to where it started after strategic reserve spike
Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley
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.
ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)
Show Notes
Goldman's cheap healthcare picks
Kroger CEO out for personal conduct
Domino's joins the stuffed crust scene
Episode transcripts: seekingalpha.com/wsb
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.
Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more
Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week
China's Honor plans to invest over $10B in AI devices
Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)
Show Notes
Earnings Calendar
Time to stop using bonds as a hedge?
Episode transcripts: seekingalpha.com/wsb
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.
Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).
Episode transcripts: seekingalpha.com/wsb.
Show links:
UnitedHealth sends Medicare insurers lower after report on DoJ probe
Elon Musk’s DOGE agents said to have gained access to Medicare systems
AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance
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.
Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Bitcoin falls below $80,000, at risk of erasing all post-election gains
Red Robin's surprise rally shows investor confidence in turnaround plan
Alphabet falls into oversold territory for the first time in 5 months
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.
Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)
Show Notes
Median age of first-time homebuyers tops 50
Analysts applaud Nvidia
Episode transcripts: seekingalpha.com/wsb
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.
Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: SNOW, CRM, and more
Moderna slides on report of Trump team reevaluating bird flu vaccine funding
China's Baidu plans to unveil AI model Ernie 4.5 in March - report
Rithm Acquisition prices $200M IPO at $10 per share
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.
Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit* moomoo.com for more details**.
McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)
Show Notes
Wells Fargo says good time to buy communications - see their picks
Super Micro options bulls get windfall
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit* moomoo.com for more details**.
Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LCID, SMCI, and more
Alibaba's video, image making AI tool open to public
Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal
Warner Bros shutters three game studios, axes Wonder Woman video game
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.
Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble. (2:50)
Show Notes
Hedge fund VIP stocks
Lucasfilm head set to retire
Episode transcripts: seekingalpha.com/wsb
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.
Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more
Gold racks up another record high on tariff concerns, spiking ETF holdings
OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes
Denny's add eggs surcharge at some locations due to national shortage
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.
Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10)
Show Notes
Find top growth stocks in the small-cap space
Robotaxi pure play WeRide lands key Beijing approval
Episode transcripts: seekingalpha.com/wsb
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.
Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: HE, EQX, and more
Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist
Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report
'Captain America: Brave New World' crashes in second weekend
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.
Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile. (3:07)
Show Notes
Goldman Sachs' Rising Stars List
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).
Episode transcripts: seekingalpha.com/wsb
Show links:
Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript
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.
Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report
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.
Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)
Show Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results
Episode transcripts: seekingalpha.com/wsb
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.
Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says
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.
Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)
Show Notes
Homebuilding stalls in cold January
Episode transcripts: seekingalpha.com/wsb
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.
Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)
Show Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001
Episode transcripts: seekingalpha.com/wsb
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.
Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: INTC, DAL, and more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report
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.
New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)
Show Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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.
CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)
Show Notes:
Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts
Episode transcripts: seekingalpha.com/wsb
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.
Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
U.S. electricity demand growth through 2027 will be like adding another California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts
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.
Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).
Show Notes:
Gold edges lower for second straight session, backing off all-time high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open
Episode transcripts: seekingalpha.com/wsb
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.
Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, RDDT, and more
Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report
'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale
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.
January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)
Show Notes
5 reasons the Mag 7 are vulnerable
Citadel’s Ken Griffin slams Trump's trade rhetoric
Episode transcripts: seekingalpha.com/wsb
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.
Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more
Schwab offers 24-hour trading to all retail clients - report
Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
DoorDash targets 2025 growth with focus on grocery, ads, and international expansion
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.
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)
Show Notes
EU aims for an AI continent
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit* moomoo.com for more details**.
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).
Show Notes
Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more
Episode transcripts: seekingalpha.com/wsb
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.
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)
Show Notes
Super Micro Computer stock up almost 50% heading into earnings
Nvidia named Tactical Outperform by Evercore
David Tepper's Appaloosa beefs up China bets
Episode transcripts: seekingalpha.com/wsb
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.
Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to cut 400 employees from moon-rocket program. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: BP, X, and more
Disney beginning to worry about costs of Disney vacations: report
Here's why one economist sees no Fed rate cuts this year
Fed rate hike could come as early as June: Apollo’s chief economist
Find out more about Seeking Alpha's Virtual Analyst Reports here.
January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)
Show Notes
Earnings Calendar
Top 10 value stocks
Episode transcripts: seekingalpha.com/wsb
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.
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).
Episode transcripts: seekingalpha.com/wsb
Show links:
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?
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.
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMZN, PINS, and more
Tesla increases Model X prices by $5,000 in the U.S.
Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target
Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum
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.
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)
Show Notes
BofA's top 10 growth stocks
Skyworks Solutions sinks on Apple plans
Episode transcripts: seekingalpha.com/wsb
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.
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: QCOM, F, and more
Intel partners with Japanese lab to build quantum computer: report
Enphase to move battery manufacturing outside of China, CEO says
Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth
Find out more about Seeking Alpha's Virtual Analyst Reports here.
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban
Show Notes
Fed’s hawkish lean and AI tech jolt shifting bull narrative
Episode transcripts: seekingalpha.com/wsb
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.
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GOOG, AMD, and more
Trump's Gaza proposal would see U.S. takeover of the Strip
Shopping on Shein, Temu could get costlier as U.S. ends trade loophole
Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions
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.
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)
Show Notes
Poll: Investors overwhelmingly disapprove of tariffs
Most bullish and bearish ETFs
Episode transcripts: seekingalpha.com/wsb
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.
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, SYNA, and more
Delta Air Lines partners with DraftKings on in-flight gaming entertainment
PayPal Q4 earnings expected to dip, revenue seen ascending
Trump wants Ukraine's rare earth minerals in return for U.S. support
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.
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)
Show Notes
What do you think of Trump's tariff policies?
Episode transcripts: seekingalpha.com/wsb
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.
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).
Show Notes:
Musk calls USAID 'beyond repair' as he moves to shut down aid agency
Stock index futures tumble as global tariff battles begin
Episode transcripts: seekingalpha.com/wsb
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.
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit Moomoo.com for more details.*
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)
Show Notes
Palantir Earnings Preview
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).
Show Notes:
Meta Q4 2024 Earnings Call
Labor costs accelerate slightly in Q4 vs. Q3
Fed's preferred inflation gauge rises, personal spending surges in December
Tesla Q4 2024 Earnings Call
Episode transcripts: seekingalpha.com/wsb
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.
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00).
Show Notes
Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report
Episode transcripts: seekingalpha.com/wsb
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.
Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)
Show Notes
Fed policy 'isn't a reason to be bullish' anymore
Episode transcripts: seekingalpha.com/wsb
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.
American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, MSFT, and more
Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates
TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report
META agrees to $25 million settlement with Trump for 2021 lawsuit - report
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.
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)
Show Notes
Stocks finish down, off lows
Citron touts Alibaba's new Qwen AI models
Microsoft probing if DeepSeek improperly used OpenAI data
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details*.
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ASML, LC, and more
What did we learn from the DeepSeek scare?
Higher U.S. wholesale power prices forecast for 2025, EIA says
Trump administration moves to shrink federal workforce with buyout offer
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.
Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NVDA, GGG, and more
Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup
Top consumer services stocks as Morgan Stanley names them top pick
More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street
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.
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)
Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again
Episode transcripts: seekingalpha.com/wsb
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.
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NVDA, crypto stocks, and more
Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI names
Trump's tariff threat pays off as Colombia agrees to accept deportees
Coinbase CEO says token evaluation gets difficult
Perplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reports
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)
Show Notes
Six of seven bubble conditions have been met
Earnings calendar
Dividend roundup
Episode transcripts: seekingalpha.com/wsb
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.
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.
Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: Crypto stocks, TXN, and more
Trump third term? Lawmaker proposes constitutional amendment
CACI International's quarterly bookings weigh on federal IT providers
Cathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025
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.
GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)
Show Notes
AAII sentiment survey shows massive swing to bulls from bears
American Airlines' outlook overshadows upbeat Q4 results
EA sinks on FC 25, Dragon Age underperformance
Episode transcripts: seekingalpha.com/wsb
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.
EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: EA, ASTS, and more
Puma races to cut costs after FY profit miss sends stock lower
CRISPR Therapeutics stock pops following disclosure of RFK Jr. investment
Insurance stocks on watch as Hughes Fire quickly spreads north of LA
Find out more about Seeking Alpha's Virtual Analyst Reports here.
The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)
Show Notes
12 Small-cap momentum stocks to watch
Procter & Gamble organic sales
Episode transcripts: seekingalpha.com/wsb
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.
Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NFLX, UAL, and more
Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings
Ulta Beauty thriving in an attractive category - analyst
Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage
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.
Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)
Show Notes
BofA’s best financial, consumer stock ideas for 2025
Argus says Gap's turnaround is taking shape
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strike. (02:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: VATE
Teck Resources forecasts higher copper production in 2025
One of the most iconic resorts on the Las Vegas Strip is getting renovated
Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details*.
Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq ends with 2% rally, yields slump as core CPI inflation cools
Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
Bank stocks drive up after initial crop of Q4 earnings prove strong
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.
FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: JBHT, RIVN, and more
FTC sues largest U.S. property manager over misleading rental costs
Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more
TikTok ban: Biden said to leave fate of app to Trump
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.
Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
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.
Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35) U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, LUV, and more
High drama in the cocoa market with key demand reports due out
TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report
Canada eyes $105B in retaliatory tariffs if Trump sets levies: report
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.
Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)
Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
Episode transcripts: seekingalpha.com/wsb
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.
Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection
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.
Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)
Show Notes
Stocks look halfway done with pullback as bull market resets
Robinhood named best idea for 2025
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details*.
Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip
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.
As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)
Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments
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.
Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?
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.
Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)
Show Notes
Earnings Calendar
Dividend Roundup
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: X, CVNA, and more
Tesla China sales hit record high level in December
Data check: Pizza stocks often heat up when cold weather slams the U.S.
Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
Show links:
Expect A Roller Coaster Stock Market In 2025
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
Kirk's Margin of Safety Investing Group
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.
Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto-linked stocks and more
BYD December NEV sales set another record high
Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices
Just do it again: Will Nike keep its lead in 2025 or trip on the track?
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.
The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16)
Show Notes
S&P closes out the year with four sessions in the red
Episode transcripts: seekingalpha.com/wsb
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.
Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: VSTM, ACAD
Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
HIVE Digital relocates head office to U.S. for better ecosystem
Find out more about Seeking Alpha's Virtual Analyst Reports here.
GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)
Show Notes
Stock markets will close Jan. 9 for President Carter Day of Mourning
What to watch out for in 2025 (including a rate hike)
Find out more about Seeking Alpha's Virtual Analyst Reports here.
South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top 10 REITs heading into 2025
Google CEO asks employees to brace for challenging 2025
What to watch out for in 2025 (including a rate hike) - Apollo's Slok
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.
The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week. (1:57) South Korea plane crash kills 179. (3:07)
Show Notes
Wedbush bullish on Palantir, Salesforce
More than half of U.S. at high risk of power shortages in next decade
Episode transcripts: seekingalpha.com/wsb
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.
Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SES, ABAT
Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics
With the new year upon us, a look back at Wall Street's Santa rallies since 2000
Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)
Show Notes
What to expect from the Macau casino sector in 2025
Uber reacts to regulatory snub in Taiwan
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan
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.
Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)
Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework
Episode transcripts: seekingalpha.com/wsb
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.
Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec
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.
The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)
Show Notes
Materials, software stocks are best poised for H1 outperformance
Consumer confidence slides
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report
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.
The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)
Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like
Episode transcripts: seekingalpha.com/wsb
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.
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley
Episode transcripts: seekingalpha.com/wsb
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.
Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)
Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas
Episode transcripts: seekingalpha.com/wsb
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.
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)
Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision
Episode transcripts: seekingalpha.com/wsb
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.
U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).
Episode transcripts: seekingalpha.com/wsb
Show links:
Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff
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.
Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)
Show Notes
25 top picks for 2025
Merck enters obesity drug race in pact with Chinese pharma Hansoh
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more
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.
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)
Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing
Episode transcripts: seekingalpha.com/wsb
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.
TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZYME, EVGO, and more
Quantum stocks continue to surge as enthusiasm behind tech remains strong
Worst performing stocks for tax loss selling – Wolfe
The hottest auto stock over the last six weeks is not Tesla
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)
Show Notes
U.S. Composite PMI rises to highest since March 2022
J.P. Morgan upgrades Okta to Overweight
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SMCI, MSTR, and more
ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
Tax cut renewals may not spur the economic growth proponents expect - report
SA Asks: How should investors position portfolios ahead of Fed vote?
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.
Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)
Show Notes
Palantir in the Nasdaq 100, Super Micro Computer out
Apple developing a foldable iPad - report
Episode transcripts: seekingalpha.com/wsb
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.
Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
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.
More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
GM Drops Out Of The Robotaxi Race. Who Will Win?
CPI 'On The Sticky Side' For November
The Road To Nasdaq 20,000
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.
Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AVGO, RH, and more
Bank stocks slip after CFPB finalizes overdraft fee rule
Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
Canada considering taxes on commodities exports to US if Trump imposes tariffs: report
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.
CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)
Show Notes
10 BofA options overwriting ideas
Red Bull may have won the 2024 energy drink battle
Episode transcripts: seekingalpha.com/wsb
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.
Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: ADBE, NDSN, and more
Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster
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.
Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39)
Show Notes
BofA restarts coverage of 11 large-cap biopharmas
Hershey tumbles after Mondelez announces $9B buyback
Episode transcripts: seekingalpha.com/wsb
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.
General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars
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.
Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)
Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales
Find out more about Seeking Alpha's Virtual Analyst Reports here.
Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies
Find out more about Seeking Alpha's Virtual Analyst Reports here.
TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)
Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns
Episode transcripts: seekingalpha.com/wsb
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.
Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY) set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?
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.
Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)
Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
Show links:
Dividendology on YouTube
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.
Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head
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.
Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: DOCU, ULTA, LULU, and more
Bitcoin retreats from $100K, bringing down other crypto, related stocks
Boeing yet to restart 737 Max production after labor strike - report
Classic meme stocks pop on cryptic tweet from Roaring Kitty
OpenAI pushes monetization efforts further with new $200/month plan
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.
American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)
Show Notes
Why you should be checking Reddit again ahead of trading
Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K
Episode transcripts: seekingalpha.com/wsb
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.
Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto stocks, AEO, and more
Meta to build $10B AI data center in Louisiana, to work with Entergy for energy needs
Vodafone UK - Three UK merger gets an all-clear, with conditions from CMA
Hershey suitors have been rebuffed, hard to buy chocolate maker - analyst
Teamsters union files charges against Costco, alleging unfair labour practices
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.
UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?
Episode transcripts: seekingalpha.com/wsb
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.
South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters
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.
The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48)
Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks
Episode transcripts: seekingalpha.com/wsb
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.
Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZS, SMCI, and more
Scam? Parody? Sign of a top? Enron relaunches as a crypto play
NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
Amazon reveals new data center components to improve efficiency
Intel board should consider 'radical change' with new CEO: analysts
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.
David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)
Show Notes
Most commodity prices to fall in 2025 from current levels
Episode transcripts: seekingalpha.com/wsb
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.
Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks
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.
Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)
Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public
Episode transcripts: seekingalpha.com/wsb
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.
More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)
Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks
Episode transcripts: seekingalpha.com/wsb
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.
Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict
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.
Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).
Episode transcripts: seekingalpha.com/wsb
Show links:
Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings
Black Friday Sale: 20% off Seeking Alpha!
Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Trinity Capital Q3 2024 Earnings Call Transcript
Black Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals!
Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).
Episode transcripts: seekingalpha.com/wsb
Show links:
Gold sinks by most in four years as Israel-Hezbollah ceasefire nears
Trump prepares broad energy plan to boost gas exports - report
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)
Episode transcripts: seekingalpha.com/wsb
Show links:
JPMorgan updates its U.S. Analyst Focus List
Gold rally may pause, while platinum set to catch up
Nuclear wins as the best alternative energy source
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco
Bitcoin flirts with $100K
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters
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.
American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector
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.
Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report
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.
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!
Episode transcripts: seekingalpha.com/wsb
Show links:
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban
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.
In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends.
Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05).
Episode transcripts: seekingalpha.com/wsb
Show links:
Ryne Williams YouTube channel
Dividend Growth Investing YouTube channel
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report
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.
Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)
Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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.
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals
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.
NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)
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.
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
Episode transcripts: seekingalpha.com/wsb
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.
Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits
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.
Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)
Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple
Episode transcripts: seekingalpha.com/wsb
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.
Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer
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.
National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)
Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations
Episode transcripts: seekingalpha.com/wsb
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.
Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates
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.
Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)
Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'
Episode transcripts: seekingalpha.com/wsb
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.
Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC
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.
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)
Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger
Episode transcripts: seekingalpha.com/wsb
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.
Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
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.
Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.
Show links:
Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut
Episode transcripts: seekingalpha.com/wsb
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.
Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32)
Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months
Episode transcripts: seekingalpha.com/wsb
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.
Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says
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.
Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)
Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years
Episode transcripts: seekingalpha.com/wsb
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.
Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: DJT, SMCI, and more
Dave faces FTC complaint alleging deceptive practices toward consumers
Nvidia retakes world’s most-valuable company title from Apple as market cap climbs
Hawaiian Electric completes $2B settlement on deadly Maui fire
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.
So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)
Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down
Episode transcripts: seekingalpha.com/wsb
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.
SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools
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.
Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47)
Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets
Episode transcripts: seekingalpha.com/wsb
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.
Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more
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.
How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)
Show Notes
Here's how to invest for a Trump or Harris presidency
Episode transcripts: seekingalpha.com/wsb
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.
Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters
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.
Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)
Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO
Episode transcripts: seekingalpha.com/wsb
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.
Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress
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.
Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)
Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week
Episode transcripts: seekingalpha.com/wsb
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.
Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GOOG, SNAP, and more
Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg
Ukraine, Russia said to be in talks over halting attacks on energy infrastructure
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week
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.
Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)
Show Notes
The most overbought and oversold global assets
PayPal stock slips after Q3 revenue misses
Episode transcripts: seekingalpha.com/wsb
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.
Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg
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.
Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)
Show Notes
Hedge funds are a lot more skittish for this round of Magnificent 7 earnings
Boeing looks to raise up to $19 billion in share offering
Episode transcripts: seekingalpha.com/wsb
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.
Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report
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.
Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)
Show Notes
The most overweight stocks in ESG funds
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala
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.
Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)
Show Notes
Societe Generale’s global nuclear-exposed picks as capacity increases
UPS rallies after solid earnings into the holiday season; FedEx also higher
Episode transcripts: seekingalpha.com/wsb
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.
Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total
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.
Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)
Show Notes
Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities
AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise
Episode transcripts: seekingalpha.com/wsb
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.
What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline
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.
Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)
Show Notes
Goldman's top high dividend yield and growth stocks
Walmart adds same-day prescription delivery service
Episode transcripts: seekingalpha.com/wsb
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.
Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA
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.
With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)
Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network
Episode transcripts: seekingalpha.com/wsb
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.
AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit
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.
Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56)
Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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.
Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate
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.
The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)
Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut
Episode transcripts: seekingalpha.com/wsb
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.
Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags
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.
The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback. (3:05)
Show Notes
GameStop becomes an authorized dealer of sports and hobby trading cards
Amazon signs deals to invest in small nuclear reactors to power AI
British American Tobacco plans to sell synthetic nicotine pouches in U.S.
Episode transcripts: seekingalpha.com/wsb
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.
Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic partnership. (01:47) Meta Platforms (META) must face lawsuits saying it profited from youth social media addiction. (02:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments
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.
ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10)
Show Notes
Bullish software stocks you shouldn’t sleep on
Medical Properties Trust investigation findings refute short seller allegations
Episode transcripts: seekingalpha.com/wsb
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.
Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon - Reuters. (01:22) Acting Labor Secretary visits Seattle in bid to end strike at Boeing. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead
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.
Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01)
Show Notes
OPEC lowers global oil demand growth outlook for third-straight month
Three U.S. professors win Nobel Prize for economics
Episode transcripts: seekingalpha.com/wsb
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.
SpaceX (SPACE) conducts fifth Starship test flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest stock movers Monday: RILY, SIRI, and more. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns
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.
Netflix's crackdown on password sharing is expected to help user numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47)
Show Notes
Long high-end spending and short low-end spending
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event
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.
The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20) Apple and Amazon team up on streaming. (4:25)
Show Notes
Winners and losers from Piper Sandler's latest survey of teenagers
Pfizer ex-CEO and CFO exit Starboard activist campaign
Episode transcripts: seekingalpha.com/wsb
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.
Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports
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.
Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk. (2:09)
Show Notes
Taiwan Semi's September revenue surges
Apple's global PC shipments tumble, Lenovo leads
Episode transcripts: seekingalpha.com/wsb
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.
U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal
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.
McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)
Show Notes
End of Lilly obesity drug shortage leads to lawsuit
China balks at major stimulus
Episode transcripts: seekingalpha.com/wsb
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.
Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa
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.
The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)
Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins
Episode transcripts: seekingalpha.com/wsb
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.
Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects
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.
Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)
Show Notes
Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
Wynn Resorts granted UAE’s first commercial gaming license
Earnings calendar
Episode transcripts: seekingalpha.com/wsb
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.
Spirit Airlines (SAVE) considering bankruptcy filing - WSJ. (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SAVE and SMMT
What Seeking Alpha analysts think about the Tesla robotaxi event
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment
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.
Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends. (03:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company
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.
Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears of wider war mount, oil continues to gain. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS
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.
T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing
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.
TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)
Show Notes
Wall Street institutions share their S&P 500 year-end targets
Core inflation is still 'uncomfortably' above the Fed's goal - Bowman
Episode transcripts: seekingalpha.com/wsb
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.
Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)
Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth
Episode transcripts: seekingalpha.com/wsb
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.
Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit
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.
Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)
Show Notes
Buy Tesla call options ahead of two October catalyst events - Goldman
Durable goods orders come in flat in August; core number rises more than forecast
Episode transcripts: seekingalpha.com/wsb
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.
OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MU, ARMK, and more
Vistra passes Nvidia to become S&P 500's top gainer this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays
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.
China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50)
Show Notes
The Top Five short crowded stocks in each sector
The Top Five long crowded stocks in each sector
Episode transcripts: seekingalpha.com/wsb
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.
Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs
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.
Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)
Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot
Episode transcripts: seekingalpha.com/wsb
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.
U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the Seeking Alpha Sentiment Survey
Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report
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.
International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)
Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari
Episode transcripts: seekingalpha.com/wsb
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.
Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M
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.
Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)
Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55) Macy's (M) to hire fewer employees for holiday season this year. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: FDX, NKE, and more
OpenAI's possible pursuit of IPO creates unique challenges
J&J said to boost offer to settle baby powder lawsuits to over $8.2B
Disney to stop using Slack as its corporate messaging platform - WSJ
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.
J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)
Show Notes
Small cap stocks that could perform best during downturns
Episode transcripts: seekingalpha.com/wsb
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.
FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: PLUG, NIO, and more
Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
Tesla's upcoming robotaxi event has analysts and investors guessing
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.
Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)
Show Notes
Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference
Episode transcripts: seekingalpha.com/wsb
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.
East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LUNR, CWST, and more
Snap releases latest AR glasses, Spectacles, targeted at developers
EU to impose hefty fines on Meta over classified ads practices - report
United States Steel gains on reports it won an extension for US review of Nippon Steel
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.
The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)
Show Notes
SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
Small-cap stocks best positioned for further upside
Episode transcripts: seekingalpha.com/wsb
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.
Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: INTC and APP
Free speech? TikTok in court to argue against U.S. ban
Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
Boeing’s 2008 strike offers clues on current work stoppage
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.
Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)
Show Notes
Goldman rebalances its long and short duration stock baskets
Citi cuts estimates on Applied Materials, Lam Research, KLA
Episode transcripts: seekingalpha.com/wsb
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.
Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT, INTC and more
Stock moves reflect downgrade for US economic growth outlook - Goldman
Wall Street is alarmed about weaker consumer-credit trends: WSJ
Boeing strike may drag on, workers have 'most leverage' than ever before - union boss
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.
The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)
Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide
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.
The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)
Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance
Episode transcripts: seekingalpha.com/wsb
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.
Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake
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.
Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)
Show Notes
UBS updates its ‘election watch’ stocks to match new winning probabilities
Episode transcripts: seekingalpha.com/wsb
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.
Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GME, DJT, and more
U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions
Presidential debate recap:
Trump, Harris spar at second U.S. presidential debate
Trade, inflation, healthcare and energy policy among talking points at Harris/Trump debate
Donald Trump says he's 'a big fan' of solar power
Trump win would hit Treasury prices - ING
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.
The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)
Show Notes
Oppenheimer lists best stock ideas going into the 2024 U.S. elections
Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7
Episode transcripts: seekingalpha.com/wsb
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.
Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ORCL, RBRK, and more
GameStop earnings preview: Do investors want more than retro stores and cash hoarding?
U.S. natural gas slumps as Gulf of Mexico storm seen slamming demand
Apple loses EU court battle over €13 billion Irish tax case
Harris-Trump debate: Plans for the economy in focus
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.
The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)
Show Notes
Air Canada prepares for shutdown as union talks hit deadlock
Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial
Episode transcripts: seekingalpha.com/wsb
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.
DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BIG, PLTR, and more
Google vs. DOJ: Second antitrust showdown to begin, this time over advertising
OnlyFans creators made $5.32B in 2023
Janet Yellen says recent data points to soft landing for U.S. economy
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.
Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)
Show Notes
50 stocks to invest during the bull steepening – Part 1
50 stocks to invest during the bull steepening – Part 2
Elon Musk’s AI startup is said to discuss revenue sharing with Tesla
Earnings calendar
Episode transcripts: seekingalpha.com/wsb
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.
7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AVGO, PATH, and more
Red Lobster survives bankruptcy with 544 locations still operating
Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes
September’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO says
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.
Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report. (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FTV, CHPT, AI, and more
Tesla plans full self-driving rollout in China and Europe by Q1 2025
Qualcomm said to be working with Samsung, Google on mixed reality smart glasses
US Steel plunges on reports Biden preparing to block Nippon Steel deal (update)
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.
US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, ZS, and more
Airbnb urges NYC officials to overturn laws restricting short-term rentals
Musk's Starlink says it is complying with Brazil's order to block X
Justice Department to drop censorship efforts against social media
Which stock could replace Intel in the Dow as INTC shares slump?
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.
Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: U, BA, and more
Kamala Harris says US Steel should remain independent (update)
Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report
Activist Elliott crosses threshold to call for Southwest Airlines special meeting - Reuters
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.
A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09)
Show Notes
Heavily shorted stocks are not always in distress
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LULU, DELL, ULTA, and more
Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report
Ulta Beauty stock takes an ugly turn after results and forecast miss
J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates
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.
Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)
Show Notes
Markets minted more 401(K) millionaires in Q2, marking new high
Chinese media issues warning on 'irrational' iron ore spike
Episode transcripts: seekingalpha.com/wsb
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.
Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, CRM, AFRM, and more
Nippon Steel offers additional $1.3B spending on US Steel plants
Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report
Markets minted more 401(K) millionaires in Q2, marking new high
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.
Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)
Episode transcripts: seekingalpha.com/wsb
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.
XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ELF, AMBA, and more
FDA approves Illumina's TruSight Oncology biomarker test
Warren Buffett's Berkshire Hathaway may soon join the $1T club
NFL greenlights private equity stakes in teams for the first time
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.
Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26)
Show Notes
Coca-Cola is called a top pick at Morgan Stanley
Nvidia could see more than 9% upside on its reporting day
Episode transcripts: seekingalpha.com/wsb
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.
Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PARA, TCOM, and more
Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content
Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu
Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger
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.
Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)
Show Notes
Stocks most loved and shunned by hedge and mutual funds
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Episode transcripts: seekingalpha.com/wsb
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.
Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SIRI, XPEV, and more
Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict
This sector is seen as being the most impacted by the 2024 U.S. election
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Canada labor board orders rail employees back to work, imposes binding arbitration
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.
AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18) Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23)
Show Notes
Nvidia earnings previews
‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks
Earnings calendar
Episode transcripts: seekingalpha.com/wsb
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.
Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23)
Show Notes
A brief history of Jerome Powell's past Jackson Hole speeches
Episode transcripts: seekingalpha.com/wsb
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.
Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55)
Show Notes
Skydance urges Paramount to end negotiations with Edgar Bronfman
Canada government orders railroads into arbitration over labor contract
Altria raises dividend by 4.1%
Episode transcripts: seekingalpha.com/wsb
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.
Canada rail (CP) (CNI) shutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (02:30) Disney (DIS) picks Morgan Stanley's Gorman to head Iger succession committee. (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SNOW, ZM and more
Several FOMC members saw a case for cutting at July meeting: Fed minutes
Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’
Halliburton hit by cyberattack, impact not yet determined - Reuters
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.
Walmart (WMT) exits JD.com (JD) to focus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Microchip Technology (MCHP) suffers cyberattack, shuts down some systems, stock slips. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: JD, KEYS, and more
Oppenheimer’s top 32 ideas for August-September
Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement
Fed's Bowman says she remains wary of future rate cuts
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.
Boeing (BA) grounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) Workhorse (WKHS) raises doubts about ability to continue as going concern. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PANW, FN, and more
Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech
Trump would consider ending EV tax credit, naming Elon Musk as adviser - report
Kamala Harris to propose raising corporate tax rate to 28% - report
Gold price ekes out new record high; some analysts predict short-term pullback
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.
China's BYD (BYDDF) to set up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (01:18) ‘Alien: Romulus’ (DIS) leads box-office sales with domestic premiere. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FUBO, EBS, and more
Evercore ISI screens banks likely to fare better when the Fed cuts rates
China stops releasing real-time foreign fund flow data
Wall Street Breakfast: Better For Sellers
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.
Jay Powell will speak Friday with markets looking for September cut. (0:18) High expectations for Target earnings. (4:51) X shuts down in Brazil. (5:54)
Show Notes
Goldman Sachs lowers U.S. recession risk on strong economic data
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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.
Stellantis (STLA) shareholders sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report. (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: HRB, AMAT, and more
Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others
PepsiCo could be sued for misleading consumers on Gatorade protein bars - report
Pershing Square doesn't expect Chipotle to miss a step with CEO's departure
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.
SoftBank (SFTBY), Intel (INTC) talks to produce AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CSCO, NKE, and more
Crypto bill can be passed this year, Schumer says, as Democrats woo industry
Google says: Iranian group trying to access Biden-Trump campaign emails
Warren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, others
The 'battleground' stocks shorted by hedge funds but owned by many long-only portfolios
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.
Candy maker-Mars strikes deal to buy Kellanova (K) for $30B - report. (00:24) Activist Elliott seeks 10 board seats at Southwest Airlines (LUV). (01:15) GRAIL (GRAL) to focus on multi-cancer early detection; cuts workforce by 30%. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NU, K, and more
July CPI in focus but keep watch on retail sales as growth risks stalk markets: Goldman
Automakers lowered U.S. vehicle prices again in July and raised incentives
Justice Dept. considers push to break up Google: Bloomberg
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.
Starbucks shares jumped as it named Brian Niccol as its new CEO. (0:16) Wholesale inflation comes in soft. (1:49) Traders get jitters about Hawaiian Holdings deal. (4:12)
Show Notes
BofA’s Fund Manager Survey: Recession fears rise
Home Depot points to weak consumer spending trends
Episode transcripts: seekingalpha.com/wsb
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.
CXApp (CXAI) soars on multi-million dollar deal with Google Cloud (GOOG). (00:25) KFC (YUM) expanding its $5 Value Meal to take on McDonald's (MCD) in price wars. (01:10) J&J (JNJ) makes headway in settling talc baby powder litigation: reports. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: RUM, DELL, and more
Semiconductors could start recovering in October, BofA says
NASA watchdog hits Boeing on quality control problems with Space Launch System
Oxy Petroleum says CrownRock Holdings launches sale of 29.6M shares
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.
After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52)
Show Notes
74 S&P 500 stocks that can beat the cash yield
Stock market to stay choppy near term after historic volatility shock
Episode transcripts: seekingalpha.com/wsb
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.
EV fires might spark new industry rules in South Korea. (00:27) LL Flooring (LL) commences voluntary Chapter 11 reorganization proceedings. (01:16) 'Deadpool & Wolverine' (DIS) surpasses $1B worldwide. (01:53) NBCUniversal (CMCSA) publishes impressive numbers as Olympics come to a close. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ESPR and HUMA
Tesla pivots to pricier Cybertrucks; halts orders for cheapest version
Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco and more
Einhorn's Greenlight says it won't matter who wins the US election for markets
Goldman screens for post-selloff stocks with healthy fundamentals at a discount
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.
A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions. (6:50)
Show Notes
42 high-quality, low beta stocks to better ‘sleep at night'
Chinese robotaxi operator WeRide seeks up to $5B U.S. IPO
Fed Governor Bowman cautions against 'overreacting'
Episode transcripts: seekingalpha.com/wsb
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.
Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip demand. (01:21) Amazon (AMZN) to let TikTok (BDNCE) users shop select products without leaving the video app - report. (02:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PARA, TTD, and more
Donald Trump thinks the president should have a say on monetary policy - report
Richmond Fed's Barkin says hiring is slowing, but layoffs still remain low
Delta warns of $380M revenue hit from CrowdStrike outage
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.
Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COST) to scan membership cards at store entrances to deter non-members. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: WBD, MNST, and more
Monster Beverage falls after cautious guidance, reversal in alcohol sales
Airbnb losses accelerate as market continues to digest soft outlook for travel
Citi spotlights 33 stocks in what it calls its ‘post pullback shopping list’
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.
Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as running mate. (01:43) Hyundai (HYMTF) to invest $28M in Thailand for EV assembly and batteries. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock today: SMCI, LUMN, and more
Microsoft says Delta declined 'repeated' assistance after CrowdStrike-linked outage
NBA's telecast deal with Amazon has 'several provisions' Warner couldn't match - WSJ
Fed emergency rate cut? Pantheon Macro, BofA, and Goldman CEO don't think so
Disney hikes prices for Disney+, Hulu and ESPN+ plans in U.S.
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.
Google (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott files 13D filing. (01:18) SunPower (SPWR) files for bankruptcy, enters stalking horse asset purchase deal with Complete Solaria (CSLR). (01:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PLTR, LCID, and more
Market Opportunity In Today's Uncertain Market
Warner Bros. Discovery wants to avoid break-up of company - report
Jefferies thinks Netflix might raise prices by year end helped by 'impressive content slate'
FDA indicates Lilly, Novo weight-loss drug shortages easing
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.
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
How To Make Better Decisions In Any Financial Market
Fed Chair Powell’s message was what the markets ‘wanted and needed to hear’
The 20+ Year US Treasury is up for 7 days straight
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.
Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMZN, INTC, and more
Snap dives 23% on narrow revenue miss, light earnings outlook
Uranium stocks plummet as world's top producer hikes production outlook
NFL's $4.7B verdict in Sunday Ticket case tossed out by judge
Warren Buffett's Berkshire sells more Bank of America stock
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.
The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40)
Show Notes
Continuing jobless claims highest since November 2021
Arm Holdings sinks as Wall Street defends after Q1 results, guidance
Episode transcripts: seekingalpha.com/wsb
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.
**Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now, rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: META, TDOC, and more
Nancy Pelosi buys more Nvidia, sells Microsoft
Russell 2000 rise: Top 5 best, worst performers during July's rally in small-cap stocks
Gundlach says Fed should’ve cut rates in July, sees room for reduction of 150bps
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.**
Meta to pay $1.4B for Texas biometric lawsuit settlement. (00:31) Flight refunds: Pete Buttigieg urges airline CEOs to comply with new law. (01:31) DOJ files complaint against Norfolk Southern for not ceding freight traffic to passenger trains. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMD, ASML, and more
Only one Mag 7 name is in the top 20 S&P 500 YTD performers
Microsoft stock dips amid service outage led by "unexpected usage spike"
GSK shingles vaccine cuts dementia risk
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.
U.S. national debt exceeds $35T for the first time ever. (00:23) J.M. Smucker exploring sale of Voortman cookie brand - Reuters. (01:21) Delta hires law firm following CrowdStrike software outage - report. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TLRY, CRWD, and more
Biden administration continues refilling oil emergency reserve, needs funds to buy more
Robotaxi jolt: Tesla autonomous driving test goes poorly for Truist Securities
Nvidia begins ushering in next wave of AI - physical AI: SIGGRAPH 2024
McDonald's trades higher after saying its $5 Meal Deal is seeing some traction
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.
Trump lays out plan to turn U.S. into a 'crypto capital' and 'bitcoin superpower'. (00:25) Apple Intelligence won't debut with initial iOS 18 launch - report. (01:13) Mitsubishi Motors is said to join Honda-Nissan alliance. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PBI, PHG, and more
Earnings week ahead: MSFT, AMZN, AAPL, META, PFE, MCD, SBUX, XOM, CVX and more
The Paris Olympics are expected to provide sportsbooks with a major boost
Microsoft's LinkedIn to settle lawsuit by advertisers alleging overcharges - report
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.
Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DXCM, COUR, and more
Bitcoin 2024: Trump set to woo crypto industry
Barack and Michelle Obama endorse Kamala Harris for president
Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage
Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled
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.
GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35)
Show Notes
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
The correction happening in stocks is 'far from over'
Episode transcripts: seekingalpha.com/wsb
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.
Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: F, CMG, and more
The correction happening in stocks is 'far from over,' IBKR says
Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report
Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance
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.
Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48)
Show Notes
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps
Episode transcripts: seekingalpha.com/wsb
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.
Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, V, DB, and more
Apple dabbles with foldable iPhone, eyes possible 2026 release: reports
Alphabet beats as search, Cloud come through and profit jumps
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG
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.
The crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hill. (3:51)
Show Notes
Delta struggles to resume operations
AI startup Cohere sees valuation soar to $5.5B
Episode transcripts: seekingalpha.com/wsb
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.
Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NXPI, CCK, and more
New presidential contender Harris seen as tougher oil industry foe than Biden
CrowdStrike slips as Guggenheim, BTIG downgrade following global outage
Kronos Worldwide announces private offering
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.
Biden endorses VP Kamala Harris. (0:17) Tesla robotaxi and AI initiatives could balance core auto struggles. (1:54) The world emerges from the blue screen of death. (6:56)
Show Notes
Earnings calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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.
AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)
Show Notes
Not the time to buy the dip - Goldman
Episode transcripts: seekingalpha.com/wsb
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.
Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy. (5:18)
Show Notes
Eli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drug
GitLab soars as Google-backed firm eyes sale
Episode transcripts: seekingalpha.com/wsb
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.
Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction. (4:51)
Show Notes
Bank of America Q2 earnings top consensus on strong sales and trading
Charles Schwab stock slides as stock buybacks stay on hold in Q2 earnings call
Episode transcripts: seekingalpha.com/wsb
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.
Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT and MTCH
BlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skeptic
Back-to-school spending likely to remain unchanged this year
Elon Musk says the robotaxi team has extra time to update the design before the big reveal event
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.
Google's (GOOG) (GOOGL) biggest acquisition: plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39) Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT and crypto stocks
Burberry ropes in Joshua Schulman as CEO, issues profit warning
Investors weigh effects of Trump shooting on election, markets
Elon Musk says he was target of 2 assassination attempts
What can Coach v Michael Kors tell us about Lululemon's future?
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.
Former president says he is OK after rally shooting. (0:16) Netflix highlights earnings week. (1:39) Dividend calendar. (2:15)
Show Notes
Goldman lists its top 25 tactical trades for earnings season
Episode transcripts: seekingalpha.com/wsb
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.
Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, ERIC, and more
SA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7
PayPal may profit from Apple-EU settlement, analyst says
AI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrek
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.
Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: COST, AA, and more
Microsoft dodges EU antitrust probe with €20M settlement - report
Electric stuff: Tesla's business that may have more promise than autos, robots, or FSD
Samsung unveils slate of new AI-powered Galaxy devices
Update on UBS ‘Global top list’ of stocks
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.
Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BIDU, LZ, and more
Musk claims new Tesla Optimus design will be completed in 2024
Albertsons, Kroger list stores to be sold in merger ahead of trial next month
Microsoft and Apple ditch OpenAI seats amid antitrust scrutiny - report
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.
Beryl hits Texas: Houston sees widespread power outage, heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BP, INTC, and more
Study finds patients lost more weight on Mounjaro than Ozempic
Big Lots sets another all-time low as risk of bankruptcy looms
U.S. consumer credit expands by $11.4B in May, exceeding consensus
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.
Merger Monday deals in beverages, energy, drugs and entertainment. (0:15) Hedge funds like commodity-linked stocks. (2:35) Apple iPhone sales said to be shoring up. (3:17)
Show Notes
TSA boarding numbers show no signs of the economy slowing down - Apollo
UBS boosts NVDA target as checks confirm demand still 'exceedingly robust'
Episode transcripts: seekingalpha.com/wsb
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.
Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PARA, GRFS, and more
Paramount and Skydance agree to merge, shaking up entertainment industry
Merger Monday: Carlsberg to buy Britvic in $4B deal
SA Asks: What's a good alternative stock to Nvidia?
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.
Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20).
Show Notes:
Bitcoin slumps below $58K for the first time in two months
Labour wins U.K. election, sweeping to power by a landslide
Automakers Honda and Nissan eye collaboration on software and EV charging
Episode transcripts: seekingalpha.com/wsb
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.
The Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock. (5:04)
Show Notes
Odds of Harris getting Democratic nomination now even with Biden
JPMorgan chief global markets strategist Marko Kolanovic said to leave bank
Episode transcripts seekingalpha.com/wsb
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.
Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)
Show Notes
The top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofA
M&A thrills: Meet the new theme park sector giant
SA subscribers believe this will be the top-performing S&P 500 stock in H2
Episode transcripts seekingalpha.com/wsb
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.
Keith Gill discloses 6.6% stake in Chewy and is named in pump-and-dump class action. (0:15) Manufacturing activity contracts again. (2:20) Tech industry turns to nuclear for AI power demands. (4:40)
Show Notes
AI megacap stocks face a tough valuation test this earnings season
Episode transcripts seekingalpha.com/wsb
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.
Nonfarm payrolls are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street myth busting. (6:40)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb
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.
Shares hit multi-year-low on weak guidance. (0:16) Levi's shares fade fast. (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26)
Show Notes
Durable goods orders edge up in May
The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs
Episode transcripts seekingalpha.com/wsb
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.
SpaceX said to hit $210B valuation, wins $843M NASA deal. (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BB, MU, and more
The negative correlation between the dollar and the S&P 500 will continue - Piper Sandler
Amazon joins $2T market cap club, boosted by Rivian stake and AI wave
Morgan Stanley to deploy OpenAI-powered assistant for financial advisors
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.
Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P, Dow futures tick up after tech stocks recover
Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data
Exxon threatens to suspend French refinery if strike continues
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.
Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT, SEDG, EPAC and more
Shein confidentially files paperwork for possible London IPO - reports
Uber cutting out idle time for NYC drivers by enacting lock-out periods - report
Google working on customizable chatbot product to rival Meta, Character. AI - report
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.
ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: RXO, RMD, and more
CDK Global works on fixing data breach that hit thousands of car dealers
Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity
Gap between growth and small-cap is huge, but don't call it a bubble - Oppenheimer
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.
A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)
Show Notes
Stocks with the highest ROIC but not the highest valuation
Apple and Meta have held talks about AI partnership
GLP-1 drugs linked to reduced dementia risk: study
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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.
Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links: Biggest stock movers: ASAN, SWBI, and more
Unprofitable growth stocks with a path to profitability - GS
Top 10 Info Tech stocks according to SA Quant Ratings
SoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'
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.
Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company. (00:56) Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, DJT, and more
BlackRock sees no AI bubble and says AI winners will drive market returns for a while
Accenture plans to buy Fibermind - a network services player in Italy
U.S. homebuilder sentiment declines for the second month
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.
U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring. (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
J.P. Morgan’s top picks within Defensives
Most shorted S&P 500 stocks in May
Biden set to reopen U.S. oil reserves if gasoline prices surge again - FT
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.
Toyota (TM) proxy advisers demand vote against chairman amid scandal. (00:25) Boeing (BA) whistleblower reports to FAA have jumped since 737 incident. (02:10) Federal Reserve is well poised to be patient on rate moves, Kashkari says. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Ozempic drives more demand for smaller clothes, WSJ reports
10 predictions on how artificial intelligence will reshape the world: UBS
SA Asks: What is the No. 1 cybersecurity threat facing companies today?
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.
Retail sales are expected to climb for the first time since January. (0:18) How can you build a rate-agnostic portfolio? (1:34) Deadpool & Wolverine set for a record open. (3:52)
Show Notes
Goldman Sachs raises its S&P 500 year-end target to a joint Street high at 5,600
Earnings calendar
Catalyst Watch
Episode transcripts seekingalpha.com/wsb
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.
China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11)
Show Notes
Chinese stocks with improving earnings momentum and expectations of margin expansion
Broadcom soars as Q2 results, stock split buoy hopes
Episode transcripts seekingalpha.com/wsb
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.
Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P come rally to new record highs as yields sink. (0:54)
Show Notes
Seeking Alpha community still favors first Fed cut in September
Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance
Global oil markets set for major surplus this decade, IEA says
Episode transcripts seekingalpha.com/wsb
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.
Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)
Show Notes
Tesla topped Chevron as most shorted large-cap stock in May
Supreme Court seeks Biden administration views on Honolulu climate lawsuit
General Motors approves new $6B share repurchase program
Episode transcripts seekingalpha.com/wsb
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.
AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)
Show Notes
Stocks with the highest and lowest liquidity - Goldman Sachs
Megacaps tend to get more retail juice post-stock splits - Goldman
Episode transcripts seekingalpha.com/wsb
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.
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)
Show Notes
Earnings calendar
Dividend Roundup
7 Actionable trading ideas - Piper Sandler
Episode transcripts seekingalpha.com/wsb
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.
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?
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.
Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for $400M IPO. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Nvidia at $3T: ETFs with the biggest weightings in the hot AI chipmaker
Biggest stock movers: LULU, FIVE, and more
S&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junk
Lululemon delivers strong Q1 and hikes profit guidance above street view
Victoria's Secret sees sales and profits decline in 'challenging and competitive' environment
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.
Bayer's (BAYRY) $2.25B Roundup verdict cut to $400M by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut staffing needs this year as carrier faces shortage of planes. (01:01) Nike (NKE) cuts jobs at its European headquarters as part of $2B cost-cutting plan - report. (03:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRWD, HPE, and more
Elon Musk estimates Tesla will spend up to $4B this year on Nvidia AI chips
Microsoft invests in AI startup Touchcast as it improves gen-AI efficiency: report
The EV-related stock that is up 100% this year and still loved by both analysts and quants
'Roaring Kitty's' GameStop trades come under probe by Massachusetts regulator - report
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.
Microsoft (MSFT) faces advocacy group's privacy complaint in Austria over education program. (00:25) Illumina (ILMN) board approves spinoff of GRAIL. (01:54) NYSE to bust erroneous trades in Berkshire Hathaway's (BRK.A) class A shares - report. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GME, HQY, and more
Bill Ackman's Pershing Square seeks to raise $25B for U.S. closed-end fund - report
Morgan Stanley's E*Trade considers kicking 'Roaring Kitty' off platform - report
Goldman Sachs adds 5 stocks, including 2 solar names, to its U.S. 'conviction list'
U.S. home power bills forecast to jump nearly 8% this summer - report
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.
GameStop surges as Roaring Kitty reveals $116M bet. (00:26) Skydance's latest offer allows Paramount holders to cash out for $15/share - reports. (02:12) Waste Management near deal to buy Stericycle - WSJ. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, GSK, and more
Stocks most loved by hedge funds and mutual funds
Stocks most shunned by hedge funds and mutual funds
Tesla shareholders outside of U.S. are at risk of missing vote
Live Nation confirms Ticketmaster was hacked
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.
Economists expect that another 185K jobs were added in May. (0:18) Nvidia 10-for-1 stock split on the way. (1:46) A deeper dive into crypto ETFs. (5:35)
Show Notes
Elon Musk accused of $7.5B insider trading by Tesla investor
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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.
Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. (01:15) AI content deals said to be under DOJ scrutiny. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ZS, DELL, DJT, and more
Walmart jumps head of Amazon Prime Day with its Walmart+ Week event
EU approves Biogen treatment for genetic form of ALS
Home prices hit new all-time highs in March - S&P CoreLogic Case-Shiller
XLU and its 10 top holdings on course for May win as AI investing lights up utility stocks
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.
Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear reactors. (01:16) Homeland Security cracking down on customs brokers used by Shein, Temu (PDD). (03:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRM, PATH, and more
Activist investor Nelson Peltz sells out of entire Disney stake - CNBC
Gap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unprecedented - Evercore ISI
Stocks with momentum and at least 5% EPS revisions since end of March - Wolfe Research
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.
ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record exposure to Magnificent 7. (5:00)
Show Notes
American Airlines stock slides on adjusted profit guidance cut
OpenAI to see PWC become its largest ChatGPT Enterprise customer
Episode transcripts seekingalpha.com/wsb
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.
ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59) Trading platform Robinhood (HOOD) launches $1B share buyback plan. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: HOOD, AAL, and more
Hess shareholders approve $53B sale to Chevron
First of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - report
BHP wants more time to discuss $49B takeover bid for Anglo American
Volkswagen is still charging ahead with plans for a low-cost electric vehicle launch in Europe in 2027
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.
T-Mobile to buy substantially all of UScellular's wireless operations. (0:16) Consumer confidence snaps losing streak. (2:26) UBS boosts S&P target to Street high. (4:51)
Show Notes
Energy Transfer to buy WTG Midstream in $3.25B cash and stock deal
Bitfarms jumps after rejecting $2.30 a sharer offer from rival Riot Platforms
CrowdStrike gains as Morgan Stanley sees it topping $100B valuation soon
Episode transcripts seekingalpha.com/wsb
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.
Hess (HES) shareholders to vote on proposed $53B sale to Chevron (CVX). (00:25) Micron (MU) said to plan new DRAM chip factory in Hiroshima. (01:42) Fed's Kashkari: More positive inflation data needed before rate cut, can't rule out hike. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GME, MOMO, and more
Earnings week ahead: Salesforce, Costco, Canopy Growth, Dell, Dollar General, and more
Elon Musk’s AI startup xAI hits $24B valuation after latest fundraising round
Families of Uvalde school shooting victims sue Meta, Microsoft's Activision
Auto insurance inflation set to tap on the brakes, BofA economist says
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.
Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
Chaim Siegel Is Bullish For 2024
All About Inflation (Again)
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts: seekingalpha.com/wsb
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.
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
The core PCE price index for April hits Friday. (0:14) Salesforce, Best Buy and Chewy highlight earnings. (0:55) GameStop cashes in on meme resurgence. (3:02)
Show Notes
Cathie Wood says investors at Great Depression-level of intensity in search for safety
Episode transcripts seekingalpha.com/wsb
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.
Burger King (QSR) to launch $5 value meal to outshine McDonald’s (MCD). (00:30) SEC approves spot ethereum (ETH-USD) ETFs in huge win for crypto world. (01:48) Nvidia (NVDA) cuts AI chip price in China amid competition from Huawei - report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: WDAY, INTU, and more
Tesla's Elon Musk no longer in favor of U.S. tariffs on Chinese EVs
Norfolk Southern reaches settlement with EPA, DOJ and DOI on Ohio derailment
Alphabet, Meta eye multimillion-dollar AI partnerships with Hollywood studios
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.
Nvidia (NVDA) gains as Q1 results, guidance top expectations; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action is ready. (02:07) Moderna (MRNA), BioNTech (BNTX) close with double-digit percentage gains amid bird flu fears. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, SNOW, and more
First SpaceX satellites for U.S. spy constellation take off; Russia launches 'space weapon'
Chip race: South Korea commits $19B for local chip-making to keep an edge
DuPont to split into three companies; Koch to become CEO, succeeding Breen
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.
BHP has hours left to make binding takeover bid for Anglo American (NGLOY). (00:28) XP Power (XPPLF) rejects Advanced Energy's (AEIS) takeover proposal. (01:25) Tesla (TSLA) rallies after highlighting its electric Semi potential during a rare conference appearance. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: URBN, VSAT and more
The real AI stock darling since the boom isn't Nvidia -- Bank of America
Lululemon continues to lose ground as consumers tastes shift, competition builds
JPM lists stocks with the least price swings, most attractive option-sale candidates
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.
U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PANW, GOTU, and more
Bank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is pricey
Hims & Hers surges on cheap compounded versions of semaglutide
Full 180? Ether surges on report of SEC's sudden progress on spot ETF filings
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.
Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shrimp hastens Red Lobster bankruptcy. (4:05)
Show Notes
Nvidia in focus as Barclays, Stifel boost price targets ahead of Q1 results
The name Magnificent 7 needs to be retired - Goldman
Episode transcripts seekingalpha.com/wsb
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.
Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59)
Show Notes
Dividend Roundup
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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.
Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts
Show links:
Historic week ends with S&P above 5,300, Dow scaling 40K for the first time ever
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
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.
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) slashes dividend by 80% to fund restaurant overhaul. (02:44)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers today: RDDT, CBRL, and more
AI investing: UBS lists stocks providing exposure to turbocharged AI investment cycle
Neuralink looking for second participant for Telepathy cybernetic brain implant
Under Armour's 18-mo reset timetable is too long - analyst
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.
April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08) Goldman screens for best option plays. (5:11)
Show Notes
Cathie Wood sells over 300K shares of Jack Dorsey’s Block this week
Episode transcripts seekingalpha.com/wsb
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.
AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22)
Show Notes
Meme stock craze continues; GameStop, AMC see multiple volatility halts
Berkshire Hathaway's mystery stock bet might be revealed soon
10 lessons from earnings season
Episode transcripts seekingalpha.com/wsb
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.
Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24) Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buys foodpanda delivery business in Taiwan for $950M. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, ALC, and more
How April CPI inflation data may influence the Fed's rate path decision
Stocks with more than 10% short interest - Finviz Screener
Morgan Stanley names 6 stocks to help investors navigate the consumer downshift
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.
Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and bears. (4:53)
Snow Notes
Magnificent 7 predicted to reinvest $350 billion this year
Nvidia favorite in AI basket, gets Buy rating at Jefferies
Episode transcripts seekingalpha.com/wsb
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.
Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama. (01:28) Amazon to invest $1.3 bln in France, create 3,000 jobs - report. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ZK, TME, GME, and more
Magnificent 7 predicted to reinvest $350 billion this year
Workers at Apple's first unionized store vote to authorize strike
South Korea plans over $7B aid package to boost local chip industry - report
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.
CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google search competitor. (4:58)
Show Notes
Barclays spotlights 44 stocks to watch if inflation remains sticky
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb
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.
AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
T-bills, gold and macro volatility
Gold jumps to highest in a month as data signals slowing economy, likely rate cuts
Citadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024
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
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report. (01:26) McDonald's (MCD) beefing up investment in digital marketing. (03:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: U, NVAX, and more
Elon Musk’s Neuralink reports malfunction in first in-human brain implant
Ford tempering pledge to go full-EV in Europe by 2030
BP aims to buy Tesla supercharging sites for U.S. expansion - Bloomberg
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.
Disney (DIS) and Warner Bros. (WBD) unveil streaming bundle, similar to cable TV package. (00:22) General Motors (GM) saying goodbye to Malibu to increase production of EVs and hybrids. (01:06) Chinese EV maker NIO to launch its lower-priced brand Onvo on May 15 - report. (02:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ABNB, ARM, SEDG, and more
Shoplifting crackdown: Retail theft ring targeting Macy's, other retailers busted
Seasonal U.S. demand for gasoline, diesel worst since 2020, hitting refining margins
Sony, Apollo plan to sell CBS, cable channels after buying Paramount - NYT
Scattered Spider hacking group said to target banks, insurers
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.
Biden administration reportedly revokes export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers profitable quarter on an adjusted EBITDA basis in first results since IPO. (01:13) Royal Caribbean (RCL) to hire thousands to keep up with record cruise demand - report. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LYFT, RIVN, TWLO, and more
Boy given Pfizer experimental Duchenne muscular dystrophy therapy dies
Tesla in China: Elon Musk eyes robotaxi testing; top exec returns to lead local business
TikTok sues U.S. government over law forcing its sale or ban
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.
Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45)
Show Notes
Druckenmiller cuts Nvidia stake, says AI may be 'overhyped' near term
Palantir sell-off is 'golden buying opportunity,' Wedbush says
Episode transcripts seekingalpha.com/wsb
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.
Elon Musk says Berkshire should take Tesla stake after trimming Apple. (0:16) Robinhood Crypto gets SEC Wells Notice. (1:41) iPhone takes top 4 spots in Q1 smartphone sales. (2:18)
Show Notes
Earnings estimates for the Magnificent 7 are ramping up. What about the other 493?
Episode transcripts seekingalpha.com/wsb
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.
Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)
Show Notes
Goldman’s top 50 Stable Growth stocks
Full earnings calendar
Catalyst Watch
Episode transcripts seekingalpha.com/wsb
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.
Dave & Buster's (PLAY) arcade game betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands $827M in state funding to help expand manufacturing plant in Illinois. (01:16) Apple (AAPL) Q2 results top expectations despite iPhone fears; unveils $110B buyback. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AAPL, SQ, and more
J.P. Morgan cautious on crypto with retreat by retail investors, dearth of upside drivers
Marijuana opposition group raising money to fight cannabis rescheduling
Sony, Apollo send letter advancing $26B Paramount bid - reports
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.
Exxon (XOM) set to win FTC OK for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as stock soars after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to lay off hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: QCOM, DASH, and more
'Sell in May and go away': Does it apply in 2024?
These are the 10 biggest ETFs focused on Artificial Intelligence
Novo Nordisk lifts guidance as Ozempic, Wegovy sales surge; but stock falls 3%
Bitcoin starts May with a downward spiral, sliding to below $60K mark
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.
Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop AI content, products: report. (02:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMD, PINS, SMCI, and more
Expect no rate change, hawkish tone, balance sheet clues at Fed meeting
Amazon sticks with the master plan of no dividend payouts, heavy capex spending
Microsoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the country
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.
NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NXPI, MSTR, ST, and more
Amazon earnings are coming. Could a dividend announcement be part of the mix?
Tesla's big rally on China developments is called overdone by Wells Fargo
Lululemon downgraded as apparel tastes change, competitors gain in popularity
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.
The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)
Show Notes
With rate cuts pushed out, Goldman looks at quality stocks
Tesla's 'watershed' moment in China helps lift Chinese electric vehicle stocks
Episode transcripts seekingalpha.com/wsb
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.
Traders will be looking for any hints to the timing of rate cuts. (0:17) Apple and Amazon lead the earnings parade. (2:06) Elon Musk makes surprise visit to China. (4:12)
Show Notes
SA Analyst Roundtable: When will the Fed cut rates?
Earnings Calendar
Baird says short interest increased in April in the fashion and wellness industries
Episode transcripts seekingalpha.com/wsb
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.
Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report
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.
Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GOOG, MSFT, SNAP, and more
Hertz slides 20% as depreciating Teslas dent the bottom line
Honda to spend C$15B to expand electric vehicle efforts in Canada
FCC votes to bring back net neutrality rules
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.
Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: META, IBM, F, and more
Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says
GDP watch: U.S. economic growth likely slowed in Q1
BHP weighs potential takeover of Anglo American - Bloomberg (update)
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.
Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53)
Show Notes
Stock investors facing 'meaningful losses' but hope lies in key metric
Durable goods orders rise more than expected in March
Episode transcripts seekingalpha.com/wsb
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.
Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, TXN, ENPH, and more
JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance
Grayscale files to register shares of ethereum trust, plans for lower-fee substitute
History suggests the materials sector is about to hit a seasonal peak, RenMac says
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.
State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)
Snow Notes
J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet
U.S. PMI Manufacturing unexpectedly slips into negative territory in April
Episode transcripts seekingalpha.com/wsb
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.
UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: IBRX, NVS, and more
FTC sues to block Capri Holdings $8.5B sale to Tapestry
Headed into earnings, most Magnificent 7 stocks are well off their 2024 peaks
California bill aims to ban Clear from airport security lines
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.
UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11)
Show Notes
Goldman picks top capex and R&D stocks
Tesla skids to a new 52-week low with earnings on tap for Tuesday
Verizon gains as Q1 earnings top estimates
Episode transcripts seekingalpha.com/wsb
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.
Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce's (CRM) talks to acquire Informatica (INFA) flame out - WSJ. (01:39) MEVCO, Rivian (RIVN) ink pact to provide EVs to the mining industry. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: INFA, crypto-related stocks and more
Earnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and more
Citadel calls Trump Media CEO a `proverbial loser' amid claims about short selling
Sneakerheads losing interest and spending less
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.
Four of the Magnificent 7 headline a busy earnings week. (0:19) Investors get first look at Q1 GDP. (2:46) House passes $95 billion aid and security package. (4:29)
Show Notes
Is the AI trade losing favor?
Catalyst Watch
Dividend Roundup
Episode transcripts seekingalpha.com/wsb
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.
Oil gives back gains after latest Mideast worries. (00:27) Netflix (NFLX) dips despite beating subscriber, financial forecasts with double-digit growth. (01:24) Apple (AAPL) ordered to pull Meta's WhatsApp, Threads from China App Store. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NFLX and PARA
Bitcoin halving on deck – here’s what to expect
Paramount jumps on report Sony in talks with Apollo over joint bid
Truist upgrades energy sector to overweight as technicals improve
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.
Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cries 'uncle' on its Tesla Buy. (3:29)
Show Notes
Apple might wait until September to reveal most new AI features
14 companies with a near-term catalyst around 1Q earnings - MS
Episode transcripts seekingalpha.com/wsb
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.
Snapchat (SNAP) surges as TikTok (BDNCE) bill on potential fast track through Congress. (00:23) Micron (MU) to get $6.1B grant from U.S. for local chipmaking projects. (01:14) 23andMe (ME) CEO Anne Wojcicki eyes taking DNA-testing company private. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: EFX, DUOL, and more
Tesla to let go of 285 employees in Buffalo, New York
Oracle to invest over $8B in Japan to meet cloud computing, AI demand
Nvidia retakes top spot from Tesla as IBKR's most actively traded during 'chaotic' week
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.
Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams up with Jessica Simpson. (3:25) Cathie Wood's flagship ARRK ETF falls below key technical level. (3:42)
Show Notes
Wedbush says these housing stocks can benefit from rising interest rates
Episode transcripts seekingalpha.com/wsb
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.
Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of workforce. (01:24) Hawaiian Electric hits 40-year low as wildfire probe does not fault first responders. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UAL, JBHT, and more
Evercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. Apple
Shopify pits employees against each other to achieve higher pay - report
SA Analyst Roundtable: What's next for Boeing?
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.
10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)
Show Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia
Episode transcripts seekingalpha.com/wsb
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.
Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ERIC, LYV, and more
Peloton pulls unlimited free app membership tier as it fails to draw paid users
Remain cautious on defense stocks amid Iran escalation: Wells Fargo
Broadcom questioned by EU regulators over VMware licensing: report
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.
Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it will lay off 10%. (4:01)
Show Notes
Small and midcap pair trades for every sector - Oppenheimer
Episode transcripts seekingalpha.com/wsb
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.
Apple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees brace for potential layoffs - report. (01:01) J&J (JNJ) cough syrup recall classified as most serious in South Africa. (01:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AA, MPW, and more
Earnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and more
Gold upgraded at Goldman Sachs amid geopolitical risks
U.S. hikes royalty fees for drilling on federal lands for first time in a century
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.
Further conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earnings this week. (2:57) Piper Sandler picks Triple Select Stocks. (3:30)
Show Notes
The Federal Reserve Needs To Raise Interest Rates By A Quarter Point
Episode transcripts seekingalpha.com/wsb
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.
Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPI
Riddled With Rates
Hot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutes
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.
Drug shortages in U.S. at highest level on record since 2001. (00:25) Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NRIX and APLD
Earnings Calendar
Big banks set to report Q1 earnings; seen adjusting guidance for fewer rate cuts
Exxon CEO's 2024 total pay bumped up 3% to $36.9M; Chevron CEO pay rose 12%
FDA chief sees no reason for delay in cannabis rescheduling
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.
Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45)
Show Notes
Global Stock leaders for 2030 in Fin Tech - UBS
Robinhood stock dips after Citi downgrades to Sell on fundamentals disconnect
Episode transcripts seekingalpha.com/wsb
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.
New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Cathie Wood says she invests for a ‘5-year horizon' ... but ARKK has lost ground over that time
Amazon owes $525M in damages for patent infringement - jury
New additions to Goldman’s High Operating Leverage list
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.
March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)
Show Notes
Cabot Wealth’s Top Ten list of stocks
Delta leads the airline sector higher after record Q1 earnings
Episode transcripts seekingalpha.com/wsb
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.
Intel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may be sitting on gold with its new business. (01:26) Philips (PHG) reaches agreement with DOJ, FDA on consent decree over sleep apnea devices. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SGH and PSMT
JPMorgan’s top European picks
Fitch cuts China's credit outlook to negative on public finance risks
Q3 crude oil price outlook raised at Morgan Stanley on rising geopolitical risk
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.
Sales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fueling inflation. (1:47) Top silver mining stocks. (5:19)
Show Notes
Tilray guidance cut sends cannabis stocks lower
Google unveils in-house Axion chips to cut AI costs, reliance on Nvidia, others
Episode transcripts seekingalpha.com/wsb
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.
Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MAXN, NTES, and more
PFAS ban in EU and U.S. could have negative implications for Amer Sports - analyst
Didi Global looks to mass produce robotaxi vehicles in 2025
HSBC to sell Argentina business for $550M, expects $1B pre-tax loss
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.
Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)
Show Notes
Citi's top recommended large-cap stocks
Episode transcripts seekingalpha.com/wsb
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.
Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto stocks, FSLY, and more
Shein and Temu: Disruptors of Fast-Fashion and E-Commerce
Southwest Airlines 737 returns to airport after engine cover falls off
Housing affordability would’ve waned even without Fed tightening, study shows
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.
The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)
Show Notes
Earnings Calendar
Buy-rated and sell-rated stocks within Technology
Episode transcripts seekingalpha.com/wsb
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.
Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock mover today: Grindrod Shipping Holdings
Alphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spend
CVS Health to cover Perrigo OTC birth control pill
Brent crude tops $90 for first time since October as Middle East tensions spike
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.
Perma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Cosmetics stocks slump after Ulta Beauty (ULTA) warns on beauty sales slowdown. (01:29) Alphabet (GOOG) reportedly considers putting AI search behind paywall; stock perks up. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BB, LUNR, and more
Nvidia sees no disruptions to chip supply from Taiwan earthquake
Apple said to look at personal robots for 'next big thing:' report
Gold jumps to another record high after Powell's remarks; silver best since June 2021
Stock winners of Republican policy if Trump wins - GS
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.
CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)
Show Notes
Buy vs. Sell ideas paired within each sector - Oppenheimer
Paramount gains amid report of advancing talks with Skydance
Episode transcripts seekingalpha.com/wsb
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.
Hanesbrands (HBI) reportedly sells Champion to Authentic Brands. (00:22) Costco (COST) launches a weight loss program for members. (01:13) Amazon (AMZN) shelves Just Walk Out tech at some grocery stores. (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CALM, INTC, and more
Buy vs. Sell ideas paired within each sector - Oppenheimer
Apple's latest research suggests tech giant will be an 'AI winner'
Biden open to ending LNG export pause in push for Ukraine aid - Reuters
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.
Tesla Q1 deliveries miss already-lowered expectations. (0:16) After a century, the General Electric stock market era is over. (3:49) See the most crowded stocks in each sector. (4:39)
Show Notes
Job openings roughly flat in February, with prior month's print revised down - JOLTS
SLB to buy ChampionX in all-stock deal valued at ~$7.8B
Episode transcripts seekingalpha.com/wsb
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.
Mexico said to cut some oil exports as global supplies tighten. (00:23) EV startup Canoo (GOEV) raises going concern doubts as it runs low on cash. (01:19) Florida Supreme Court allows adult-use cannabis bill to go to November ballot. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GE, GOEV, and more
Fidelity to impose new $100 servicing fee on some ETFs
Disney winning proxy battle with Trian with more than half of votes cast - WSJ
FedEx lost a key USPS contract to UPS. Should investors be worried?
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.
UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)
Show Notes
Wells Fargo's high-conviction tactical longs and shorts for Q2
Citi stays bullish on chips as February sales top average
Episode transcripts seekingalpha.com/wsb
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.
Nippon Steel's (NPSCY) new president committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate its fintech business. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LI, MMM, and more
Microsoft and OpenAI said to be eyeing $100B data center project
Spirit Airlines could get up to $200M in compensation for Pratt & Whitney engine problems
MicroStrategy among most squeezable as crypto short interest climbs
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.
Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)
Show Notes
AT&T says data set impacting about 73M current, former account holders leaked on dark web
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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.
US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeSantis fight in Florida. (01:35) Ford (F) eliminating more jobs at Dearborn F-150 Lightning plant - report. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: RH, AKBA, and more
UBS: A U.S. economic slowdown is ahead - Here are some indicators
J&J-Shockwave deal makes strategic sense: analysts
Sen. Sanders goes after Novo Nordisk on a study on Ozempic low manufacture cost
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.
The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run to $200. (3:07) Robinhood offers gold cards (some made of actual gold). (3:57)
Show Notes
Coinbase stock dips as judge rules SEC case can move forward
Utilities have beaten semis most Aprils since 2011
Episode transcripts seekingalpha.com/wsb
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.
Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameStop (GME) slides after reporting weak sales tally for holiday quarter. (02:11) Apple (AAPL) confirms developer conference date. (03:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MRK, GME, DJT, and more
MS: Market under-appreciates mismatch between AI-powered demand and supply growth
Adobe unveils experimental AI journeys at Las Vegas summit
BlackRock's Larry Fink talks 'energy pragmatism' and a retirement 'revolution' in annual letter
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.
Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vessel that brought down Baltimore bridge. (1:10) McDonald's looks to sell Krispy Kremes nationwide. (3:04)
Show Notes
Trump Media soars with Nasdaq debut
Viking Therapeutics gains on early data for oral weight loss therapy
Durable goods orders rebound in February after two months of declines
Episode transcripts seekingalpha.com/wsb
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.
Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s largest oilfield services company has no plans to leave Russia - FT. (01:31) WeWork (WEWKQ) founder and former CEO Adam Neumann makes bid for company. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: STOK, MSTR, WPRT, and more
Goldman stays bullish on commodities in anticipation of rate cuts
Ron DeSantis signs bill banning social media for kids under 14 in Florida
SPAC Digital World surges as Trump Media deal closes, set to trade Tuesday
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.
Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV stocks. (2:36) Like the Magnificent 7? Try the GRANOLAS. (4:53)
Show Notes
Wall Street Breakfast Survey: ETFs or Mutual Funds?
Super Micro Computer initiated with Overweight rating at JP Morgan
Episode transcripts seekingalpha.com/wsb
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.
China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) union wants board seat to 'save company from itself' - report. (01:14) Germany cannabis legalization on schedule as bill clears final hurdle. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DWAC, ACB, and more
Earnings week ahead: Walgreens Boots Alliance, Carnival, GameStop and more
Look beyond the Magnificent 7 to the GRANOLAS - Goldman
Blackstone said to weigh $1.89B sale of WeWork rival The Office Group
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.
FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings. (2:26) Goldman sees path to S&P 6,000. (4:38)
Show Notes
FAA said to mull limits on new routes for United after safety incidents
Episode transcripts seekingalpha.com/wsb
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.
FedEx (FDX) rallies after Express unit delivers strong quarter. (00:27) Winnebago (WGO) sees better times ahead for RV industry. (01:41) Trump stands to gain $3B if DWAC shareholders clear deal to take Truth Social public. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FDX, NKE, and more
32 “Breakthroughs” stocks by BofA - Part 1
32 “Breakthroughs” stocks by BofA - Part 2
Reddit rockets as investors receive latest AI IPO
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.
DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last test on hypersonic missile. (3:45) AI startup Cohere looks for a $5 billion valuation. (4:22)
Show Notes
The top stocks with selling pressure across the Russell universe
The top stocks with buying support across the Russell universe
Medicare coverage for obesity drugs could strain federal budget: CBO
Episode transcripts seekingalpha.com/wsb
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.
DOJ set to sue Apple for antitrust violations related to iPhone. (0:14) Reddit to debut after pricing IPO at top of range. (0:48) Apollo offers $11 billion for Paramount's film and TV business. (1:52)
Show Notes
Micron soars as Q2 results, guidance blow past expectations
Astera Labs soars as investors receive latest chip IPO
Episode transcripts seekingalpha.com/wsb
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.
The FOMC kept its dot-plot steady despite higher growth and inflation forecasts. (0:15) The S&P 500 closes above 5,200 as yields fell. (0:27) Money manager risk appetite at 2-year high. (4:55)
Show Notes
JPMorgan Chase increases dividend by ~10% to $1.15
Topgolf Callaway spikes after unconfirmed report of potential sale
Episode transcripts seekingalpha.com/wsb
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.
Chipotle Mexican Grill (CMG) announces 50-for-1 stock split. (00:26) Saudi Arabia plans to pour $40B into AI technology: report. (01:19) Nordstrom (JWN) jumps on report of new takeover offer from founding family. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: INTC, CMG, PDD and more
JetBlue cuts flights to focus on 'bread and butter' routes - report
U.S. beverage sales cooled off but energy drinks, tequila and prepared cocktails are still hot
Reddit to 'evaluate' Nokia claim of patent infringement ahead of IPO
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.
Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-news reaction to GTC. (2:30) EV maker Fisher halts production as it fights to survive. (3:11)
Show Notes
How the Magnificent 7 valuations stack up against bubbles of yore
Housing starts and building permits bounce back more than expected in February
Episode transcripts seekingalpha.com/wsb
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.
Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO says giant Texas hydrogen project at risk without IRA tax credits. (01:38) Third time's the charm? Volkswagen (VWAGY) Tennessee auto workers vote to unionize. (02:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FUSN, NCMI, crypto stocks and more
Nvidia GTC 2024: Tech giant shows off new GB200 GPU, accelerated computing, more
AstraZeneca will buy Fusion Pharmaceuticals for ~$2B
Dril-Quip, Innovex to merge in all-stock deal
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.
Spike in bets on the women's games raises tournament handle expectations. (0:16) Apple talking to Google about using Gemini AI in iPhone. (3:45) Target limits self-checkout items to curb theft. (4:26)
Show Notes
Citi screens for 25 stocks with growth capex opportunity
Intel-backed Astera Labs boosts size of planned IPO
Episode transcripts seekingalpha.com/wsb
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.
Uber (UBER) to pay $178M to settle lawsuit by Australia taxi drivers. (00:27) SpaceX (SPACE) said to be building spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GOOG, FOUR and more
Earnings week ahead: FedEx, Nike, XPeng, Tencent, General Mills and more
How the Magnificent 7 valuations stack up against bubbles of yore
Citi screens for 25 stocks with growth capex opportunity
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.
Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)
Show Notes
Financials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.
Meta under federal probe over role in illegal drug sales: WSJ
Episode transcripts seekingalpha.com/wsb
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.
Adobe (ADBE) tumbles as Q2 forecast falls short of expectations; unveils $25B buyback. (00:27) WW International (WW) expects to beat previously given Q1 subscriber guidance. (01:29) Apple (AAPL) acquires Canadian startup DarwinAI as AI arms race accelerates: report. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ADBE, GERN, and more
New York says first U.S. utility-scale offshore wind farm starts operations
Samsung expected to be awarded over $6B for expanded US investment
Nippon Steel defends deal for US Steel after Biden criticism
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.
Steve Mnuchin says he's putting together a group to buy TikTok from China's ByteDance. (0:16) Another hot inflation report has rates climbing. (1:20) Marlboro Man easing up on the Budweiser. (4:47)
Show Notes
Retail sales rebound less than expected in February
Bio-Techne and Qiagen had the biggest increase in short interest levels last month - Baird
Episode transcripts seekingalpha.com/wsb
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.
Lithium Americas (LAC) gains after report of expected $2B government loan. (00:25) Paramount (PARA) sells its Indian television business stake to Reliance for $517M. (01:19) GE HealthCare (GEHC) marks worst drop in 2024 as General Electric (GE) cuts stake. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FSR, HOOD, and more
Palantir CEO blasts short sellers
Automotive stocks upgraded at Morgan Stanley; Ford is top pick
Elon Musk’s TSLA is now the worst performing S&P 500 stock YTD
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.
Spotify is beta testing in 11 countries as it looks to challenge YouTube. (0:17) New York Times accused of hacking OpenAI. (0:56) Dividend payments hit a record $1.66 trillion. (3:33)
Show Notes
Wells Fargo cuts Tesla to Sell with valuation pricey vs. rest of Mag 7
High conviction stocks with U.S. productivity opportunities due to AI
Episode transcripts seekingalpha.com/wsb
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.
Tesla (TSLA), Ford (F), GM among automakers to get low ratings for their partial automation systems. (00:25) Pentagon said to end plan for $2.5B Intel (INTC) grant: report. (01:44) Boeing (BA) fallout: Airlines brace for delayed plane deliveries. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SKIN, CLOV, and more
U.S. federal budget deficit balloons to $296B in February
BYD unveils lower-priced version of electric hatchback e2
CME Group said to file application to start clearing U.S. Treasuries
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.
The road to 2% inflation continues to to be rocky. (0:15) JPMorgan's Jamie Dimon says a recession is still possible. (2:32) The Magnificent 7 stocks are cheaper than in recent years. (5:38)
Show Notes
Southwest Airlines shares dip on 2024 capacity reduction plan, citing Boeing issues
Oracle surges to new 52-week high as Wall Street sees another AI beneficiary
Episode transcripts seekingalpha.com/wsb
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.
Xiaomi (XIACF) revs higher as first EV to launch in two weeks. (00:28) Disney (DIS) slams 'destructive' Peltz in new proxy-fight salvo. (01:29) Tyson Foods (TSN) to lay off 1,200 employees as it shuts its Perry pork packing plant. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ORCL, ACAD, and more
Hawaiian Electric loses bid to move Maui wildfire cases to federal court
Oracle hints at partnership with tech titan Nvidia
Alumina agrees to $2.2B all-stock buyout offer from Alcoa
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.
A Latam Airlines Boeing 787 to Auckland experienced a 'technical event.' (0:15) Bitcoin rallies past $71,000. (1:20) EQT to buy Equitrans in $35 billion natgas deal. (3:40)
Show Notes
Goldman's top 25 stock picking opportunities
Elon Musk says xAI will open source Grok chatbot 'this week'
Episode transcripts seekingalpha.com/wsb
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.
DraftKings (DKNG) looks to ride hot streak with North Carolina launch just ahead of March Madness. (00:25) GE Healthcare (GEHC) study shows AI may predict immunotherapy effectiveness. (01:30) Delta (DAL) CEO sees delay for Boeing (BA) 737 MAX 10 deliveries until 2027 - Bloomberg. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto-linked stocks, MESO and more
Goldman's top 25 stock picking opportunities
U.S. reportedly mulls blacklisting CXMT
China property crisis: Minister says 'seriously insolvent' firms must go bankrupt
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.
The core CPI is forecast to dip to 3.7%, with headline CPI steady at 3.1%. (0:20) DoJ reportedly investigating Alaska Airlines door blowout. (2:54) BofA sees gold rising, but at a slower rate. (4:46)
Show Notes
One bitcoin could be worth $115K after halving, study figures
Episode transcripts seekingalpha.com/wsb
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.
David Trainer says the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity now in energy and industrials (3:40). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
It's All About Liquidity
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Citi says no U.S. soft landing, recession signs by summer
Rate cuts can start this year if disinflation continues: Powell in Senate hearing
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.
Biden uses State of the Union to tout economic record. (00:23) Reddit (RDDT) plans to price IPO March 20. (01:55) SEC charges Skechers (SKX) for undisclosed payments to executives' family members. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DOCU, COST, MRVL, and more
Painting the world pink: Mattel goes all out on Barbie
Five reasons why Bitcoin reached a record high and why it will continue to rise - DB
Rivian Automotive soars after unveiling new models, adding capacity at Illinois plant
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.
The chipmaker is gaining $22B in value every trading day, on aveage. (0:15) Oral weight-loss drug sees positive trial results. (2:45) JPMorgan Chase tried to buy Discover. (3:27)
Show Notes
BofA's stocks to watch
Episode transcripts seekingalpha.com/wsb
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.
New York Community Bancorp (NYCB) gets $1B investment from Mnuchin-led investor group. (00:26) Tesla (TSLA) may lose more production out of Germany than anticipated following arson attack. (01:57) Fortnite maker Epic Games says Apple (AAPL) has banned its developer account. (02:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: VSCO, BIG, and more
Starbucks' Middle East franchisee cutting headcount by 2K
Victoria's Secret shares plummet on expectations for challenging Q1
State of the Union: Economy, inflation and election in focus
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.
An employee says the Copilot Designer image generator is creating violent and sexual images. (0:15) Fed Chairman Powell sticks to script at the House. (1:21) Palantir gets US Army contract. (4:34)
Show Notes
Oppenheimer’s Buy vs. Sell ideas paired by each sector
Canoo falls on 1-for-23 reverse stock split
Episode transcripts seekingalpha.com/wsb
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.
U.S. bill demands TikTok (BDNCE) divest from China's ByteDance or face ban. (00:26) Nordstrom (JWN) shares sink as soft guidance overshadows upbeat Q4 results. (02:06) Jury orders Berkshire's PacifiCorp (BRK.B) to pay at least $29M to Oregon wildfire victims. (02:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRWD, JWN, BOX
Dodge launches all-electric Charger muscle car lineup
Disney trims losses as CEO Iger touts streaming profits this year, cash flow
Target rips 12% gain as investors eye higher margins, clean inventory and comp sales guidance
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.
Employees evacuated, production halted at the factory in Germany. (0:16) 2025 could be historic for gasoline demand. (1:01) Target rallies on improved holiday profit. (3:00)
Show Notes
Wells Fargo screens for momentum names to play and contrarian plays to avoid
Apple's iPhone sales in China tumble 24% amid rising popularity of Huawei
Episode transcripts seekingalpha.com/wsb
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.
Philip Morris' (PM) Zyn pouches hit with lawsuit. (00:25) Elon Musk dethroned as world's richest person after Tesla (TSLA) slump. (01:34) RealReal (REAL) is up more than 80% since earnings last week as liquidity fears fade. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GTLB, SFIX, AVAV
Oppenheimer’s Buy vs. Sell ideas paired by each sector
Walt Disney gains as Trian issues white paper to 'restore the magic'
Baxter in discussions to sell kidney care unit
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.
The EU fines Apple $1.95B over App Store's rules for music streamers. (0:16) Goldman rates Super Micro Neutral but the stock has already surged through its target. (4:02) Smaller Whole Foods Market Daily Shop stores to debut. (4:35)
Show Notes
Stocks with the most insider buying and selling
JetBlue gains, Spirit Airlines sinks after terminating merger agreement
Episode transcripts seekingalpha.com/wsb
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.
Bitcoin surges past $65,000 (0:30), Google could face antitrust claims (1:25), and Japan's Nikkei tops 40,000 (2:14).
Show Notes
Google could face some advertisers' antitrust claims, says US judge - report
Earnings week ahead: NIO, Costco, Target, JD.com, CrowdStrike, DocuSign and more
Toyota to invest $2.22 billion in Brazil
Episode transcripts seekingalpha.com/wsb
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.
Economists expect payrolls rose by 190,000 in February after the big January bump. (0:18) Opec+ extends supply cuts to midyear. (2:27) Fisker reportedly in talks with Nissan for cash injection. (2:54)
Show Notes
Seeking Alpha Catalyst Watch
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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.
Fisker (FSR) shares in freefall after-hours on doubts it can continue as going concern. (00:24) Lordstown Motors (RIDEQ) charged by SEC with misleading investors. (01:38) Cyber threat: Biden orders investigation into security risks from Chinese cars. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: New York Community Bancorp, Dell Technologies, and more
Elon Musk's Neuralink cited by FDA for research quality control issues - report
Dell soars as strong AI server demand aids Q4, outlook; unveils 20% dividend hike
Figure AI confirms $675M in funding from Bezos, Nvidia, others; unveils OpenAI deal
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.
Apple (AAPL) shareholders reject union proposal for AI transparency report. (00:26) UnitedHealth (UNH) hackers claim to have stolen millions of records: report. (01:54) Coinbase (COIN) stock briefly dips into red as some users see zero in their accounts. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Okta, Snowflake, and more
Anheuser-Busch reaches tentative deal with union; Molson Coors strike continues
Wendy's reverses on surge pricing after frosty reaction from customers
China's Xpeng and Volkswagen extend partnership to develop two B-class battery EVs
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.
Anheuser-Busch InBev (BUD) faces down first big union battle of 2024. (00:25) UnitedHealth (UNH) falls amid report DOJ has launched antitrust review. (01:10) Apple (AAPL) cancels work on electric vehicle; to shift employees to generative AI: report. (01:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto-linked stocks, Beyond Meat, eBay, and more
Top 10 most overbought large-cap stocks on Wall Street
Microsoft faces another EU probe for alleged antitrust practices: report
OpenAI asks judge to dismiss parts of New York Times lawsuit over alleged 'hack' (update)
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.
Alibaba (BABA) leads record $1B funding round for China's Moonshot AI. (00:24) Broadcom (AVGO) halts $1B sale of Carbon Black business - report. (01:43) Wendy's (WEN) may test dynamic pricing in a first for the fast-food industry. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Zoom Video Communications, Unity Software, and more
Palo Alto Networks surges as Nancy Pelosi discloses purchase
Dollar Tree to pay over $41M to resolve investigation into product contamination
Boeing’s push to improve quality is inadequate, FAA panel says
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.
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Li Auto, Intuitive Machines, and more
Earnings week ahead: Salesforce, Plug Power, Zoom, Snowflake, AMC Entertainment and more
ECB has one message for crypto investors: Bitcoin is bad
Warren Buffett talks Charlie Munger, earnings, markets, risk in annual letter
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.
Why cash flow and profitability are foremost on Austin Hankwitz's mind (0:20). Russell 2000 is weirdly undervalued - what it means for investors (3:10). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
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.
U.S. scores first moon landing since Apollo era with Intuitive Machines' Odysseus (LUNR). (00:27) McDonald's (MCD) lays out expansion expectations for 2024. (01:31) Capital One (COF) deal for Discover (DFS) has $1.38B termination fee. (02:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Block, Booking Holdings, and more
Obesity drugs to expand U.S. GDP by 1% in the coming years: Goldman Sachs
Berkshire Hathaway Q4 preview: Cash, stock holdings, insurance progress
Mercedes-Benz rallies after backing off 50% EV target, unveiling new buybacks
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.
AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (2:28) Google pauses AI image generation over race concerns. (6:18)
Show Notes
14 buy-rated Stocks with big improvements in their ROE - Jefferies
Initial jobless claims unexpectedly fall in past week
B. Riley soars after board says company acted properly in regard to FRG buyout
Episode transcripts seekingalpha.com/wsb
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.
Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said to reach first AI content licensing contract with Google (GOOG) (GOOGL). (01:52) Weight Watchers (WW) weighed down by fallout from 'GLP-1 House' - report. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVIDIA, Lucid Group, and more
Rivian Automotive slides after posting another loss, announcing cuts to salaried staff
10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and Intel
CVS Health invests $35M in affordable housing in Hawai'i
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.
Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflation could be good for stocks. (1:10) Bezos sells more Amazon shares. (3:00)
Show Notes
PTON, PLUG, and CAR are some of the high beta losers to Sell according to Oppenheimer
Realty Income Q4 beats, FFO misses, and 2024 guidance comes in slightly soft
Episode transcripts seekingalpha.com/wsb
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.
Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming venture partners Disney, WBD, Fox. (01:46) Amazon (AMZN) and Uber to be added to Dow Jones Indices. (02:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Palo Alto Networks, Teladoc Health, and more
Uber Eats is bringing robot deliveries to Japan
Samsung sells entire stake in ASML to advance in new areas - report
Palo Alto Networks plummets as it cuts full-year billings, revenue guidance
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.
As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05)
Show Notes
Goldman jumps on the Magnificent 7 earnings bandwagon
Home Depot falls after U.S. comparable sales growth disappoints
Episode transcripts seekingalpha.com/wsb
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.
Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Discover Financial Services, Barclays, and more
Earnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and more
Eating at home could get cheaper this summer
XPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands begins
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.
Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts seekingalpha.com/wsb
Show Notes:
Trust The Data
January CPI Comes In Hot
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.
Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)
Show Notes
Seeking Alpha Catalyst Watch
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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.
OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Roku, Coinbase, Applied Materials and more
MicroStrategy's $10B bitcoin stash sits on 70% unrealized profit
'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO says
White House: Russia building 'anti-satellite capability,' but no immediate safety threat
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.
Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)
Show Notes
10 option overwriting calls that can capture 7% upside - BofA
Episode transcripts seekingalpha.com/wsb
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.
AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cisco, Twilio, and more
Joann falls amid report of talks with lenders on cash infusion
Occidental Petroleum plans flat 2024 production, to cut two Permian Basin rigs
Roku facing mixed impact from proposed Walmart-Vizio deal, analysts say
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.
Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)
Show Notes
Money managers now the most bullish they've been in two years
Kraft Heinz sees volume drop in Q4 as consumers push back on higher pricing
Episode transcripts seekingalpha.com/wsb
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.
Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Lyft, Robinhood Markets, and more
Money managers now the most bullish they've been in two years
Jeff Bezos sells $4B of Amazon stock after Miami move
Ipsen gets FDA approval for pancreatic cancer drug regimen
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.
A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)
Show Notes
Morgan Stanley’s Fresh Money buy list
Microsoft's AI tool Copilot's early users have mixed reviews, question price tag
Episode transcripts seekingalpha.com/wsb
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.
Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: JetBlue, Waste Management, and more
Walmart and Energizer face class action lawsuits over battery prices
Federal judge dismisses PhRMA challenge to Medicare price negotiations
Diamondback sees growing pro-forma production with fewer wells after Endeavor deal
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.
Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38)
Show Notes
After Meta debuts a dividend, Goldman does the math if big names follow suit
Episode transcripts seekingalpha.com/wsb
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.
Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Joby Aviation, monday.com, and more
Earnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and more
The price of chocolate may be hard to swallow this Valentine's Day
Tesla trades lower than it did a year ago - reality check or buying opportunity?
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.
Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02)
Show Notes
IPO activity in U.S. expected to continue to improve in 2024, Goldman says
Episode transcripts seekingalpha.com/wsb
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.
The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cloudflare, Pinterest, and more
Focus on smokeless tobacco paying off for British American Tobacco
Five questions on investors’ minds for 2024 answered - UBS
Greenlight Capital founder: Markets are fundamentally broken by passive investors
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.
Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22)
Show Notes
Greenlight Capital founder: Markets are fundamentally broken by passive investors
Philip Morris points to strong momentum as smoke-free sales climb
Episode transcripts seekingalpha.com/wsb
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.
Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Disney, PayPal, Arm Holdings, and more
U.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y sale
Stocks with expensive valuations vs their peers - BofA
Bill Ackman's Pershing Square files to launch new closed-end fund
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.
Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)
Show Notes
4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRA
J.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7
Roblox jumps amid bookings surge, strong outlook through 2027
Episode transcripts seekingalpha.com/wsb
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.
SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and more
Palantir's 'off the charts' success shows the AI revolution is here
Pinterest's deal with Amazon is bigger than believed; may lead to Google pact
80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2
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.
Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)
Show Notes
Oppenheimer's Buy vs. Sell ideas paired by each SMID sector
DocuSign to shrink headcount; company will stay public after failed takeover talks
Episode transcripts seekingalpha.com/wsb
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.
Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (01:51) Layoff season continues to roil across tech industry. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BP, Palantir Technologies, Chegg and more
Virgin Galactic reports flight issue to FAA
Chegg's investment in AI taking longer to pay off
Invitae plunges amid report it may file for bankruptcy within weeks
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.
The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)
Show Notes
Hertz Global hits the brakes on EV plans with Polestar Automotive
McDonald's falls short of Q4 comparable sales expectations
Episode transcripts seekingalpha.com/wsb
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.
Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Palantir (PLTR) Q4 earnings preview: Big expectations from commercial division. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cytokinetics, 4D Molecular Therapeutics, and more
Earnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and more
AI may be much more than a buzzword for Shopify
Watch this restaurant stock for a near-term bounce
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.
What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books are already Super Bowl 58 winners. (5:45)
Show Notes
Seeking Alpha's Catalyst Watch
Earnings Week Ahead
Companies with profit warnings after negative earnings season
Episode transcripts seekingalpha.com/wsb
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.
Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Intel (INTC) reportedly delays $20B chip facility in Ohio. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Amazon, Meta Platforms, and more
Apple falls as China worries overshadow sales growth
Amazon gains after holiday quarter sales shine and profits soar
BAE Systems buys Malloy Aeronautics, a British tech company
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.
Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25)
Show Notes
ISM manufacturing index hits highest level since October 2022
Plug Power completes first customer fill at Georgia green hydrogen plant
Episode transcripts seekingalpha.com/wsb
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.
Disney's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms length. (02:10) Qualcomm (QCOM) pops as Q1 results top expectations. (04:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Vaxart, Rocket Lab, and more
Li Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveries
Paramount gains amid report board has formed a special independent committee
Viking Therapeutics gains amid takeover speculation
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.
Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)
Show Notes
Private sector adds 107K jobs in December, less than expected
Seeking Alpha's Alpha Picks portfolio
Episode transcripts seekingalpha.com/wsb
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.
Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT) to implement a 3-for-1 stock split. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Paramount Global, Google parent Alphabet, and more
Ken Griffin: If China invades Taiwan, the U.S. could see “a great depression”
Embraer sees 13% increase in 2023 deliveries
Starbucks strikes confident tone on store growth and profitability despite headwinds
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.
Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) Job openings unexpectedly surge. (2:19)
Show Notes
Quality stocks that would outperform in 2024 - UBS
U.S. consumer confidence advances in January, hitting two-year high
UPS slides after revenue outlooks disappoints
Episode transcripts seekingalpha.com/wsb
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.
Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Super Micro Computer, Whirlpool, and more
Quality stocks that would outperform in 2024 - UBS
New federal energy standards won't ban gas stoves
Baker Hughes cut at Wolfe with 'too much risk' seen in LNG market
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.
The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)
Show Notes
Goldman sees a positive yield curve by Q3; what does that mean for stocks?
Dollar Tree gains after J.P. Morgan turns bullish
Episode transcripts seekingalpha.com/wsb
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.
United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chip subsidies for Intel (INTC) , Taiwan Semi (TSM), others - report. (02:06) China pumps the brakes on short-selling to bolster market. (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Koninklijke Philips, SoFi Technologies, and more
Earnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and more
Reddit reportedly looking at $5 billion IPO valuation
California playing 'dangerous game' with climate policies, Chevron exec says
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.
Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play for Tesla. (5:14)
Show Notes
Seeking Alpha Earnings Calendar
Catalyst Watch
These are the top 10 ETFs with the most bullish sentiment - Barclays
Episode transcripts seekingalpha.com/wsb
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.
Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the biggest shakeup to iOS and the App Store since launch. (01:25) California regulator OK's $45M PG&E (PCG) payment in Dixie Fire settlement. (03:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Intel, Visa, and more
These are the top 10 ETFs with the most bullish sentiment - Barclays
Florida House passes bill to ban minors from social media
Levi Strauss to cut global workforce 10-15%, reports mixed Q4 results
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.
GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train wreck' earnings call. (4:00)
Show Notes
Incyte is the most overweight stock by hedge funds
Walmart is the least shorted stock by hedge funds
NextEra Energy strikes bullish tone for next three years after posting Q4 beat
Episode transcripts seekingalpha.com/wsb
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.
FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New Mexico as part of $3.5B investment in the U.S. state. (01:42) Haleon (HLN) to sell ChapStick to Suave Brands for $430 million in cash. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Tesla, Nokia, IBM, and more
PayPal Holdings placed on 30-day negative catalyst watch at Citi
TotalEnergies wins 20-year contract to supply renewable electricity to New Jersey
Tesla earnings call: AI talk, Gigafactory plans, Cybertruck and Optimus robot buzz
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.
The new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outlook raises concerns. (2:41) Chipotle aims new benefits at Gen Z employees ahead of burrito season. (3:55)
Show Notes
Netflix is forcing Wall Street to play catch-up as stock continues to rocket
U.S. PMI Composite Flash rises in January as manufacturing back in expansion
Episode transcripts seekingalpha.com/wsb
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.
Berkshire (BRK.A) (BRK.B) utility must pay $62M to Oregon homeowners for 2020 wildfires. (00:25) Southwest Airlines (LUV) flight attendants vote in favor of strike authorization. (01:26) Netflix (NFLX) earnings call: Expanding live and ads; growth through subs at higher prices. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Netflix, SAP SE, and more
Verizon hits best level in over a year as wireless growth aids telco
Strap in for Tesla earnings with plenty of wildcards in the mix
Apple scales back its car project while Waymo, Huawei and Xiaomi power up
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.
Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the rights to WWE Raw. (3:33) Goldman Sachs picks its favorite return-on-equity growth stocks. (4:23)
Show Notes
Alibaba surges after Jack Ma, Tsai buy $200M company stock
Plug Power surges as CEO says finalized term sheet for $1.6B DoE loan
Episode transcripts seekingalpha.com/wsb
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.
Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:26) SEC unveils new details about its X account hack. (02:14) United Airlines (UAL) rallies after earnings beat, strong full-year guidance. (04:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: United Airlines, Coinbase, Digital World Acquisition, and more
Wall Street’s worst performing energy stocks of 2024
CAR-T therapies to get boxed warning on blood cancer risk
Western Digital rises after moving to top pick at Morgan Stanley
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.
Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indicators falls for 21st month in a row. (1:51) AI voice cloning startup gets Unicorn valuation. (3:47)
Show Notes
Stocks most at risk if the Fed reasserts higher-for-longer - JPM
China rushes to support yuan but stock markets bleed
Walmart to close Store No. 8 unit amid cost-cutting measures
Episode transcripts seekingalpha.com/wsb
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.
Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash: Terraform Labs files for Chapter 11 bankruptcy. (01:36) SolarEdge (SEDG) to cut 16% of workforce as revenues slide. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Boeing, Coherus BioSciences, Archer-Daniels-Midland, and more
European gambling company Kindred Group in talks to be sold for $2.5B - WSJ
Red Sea crisis seen as bigger impact event for shipping than early pandemic
Beverage buzz: McDonald's new CosMc's concept starts off strong
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.
Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
Sifting the World
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Episode transcripts: seekingalpha.com/wsb
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.
Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvidia AI chips. (4:46)
Show Notes
Dividend Roundup: Costco, Target, Dell Technologies, Pfizer, and more
This is still a buy-the-dip stock market - BofA
Episode transcripts seekingalpha.com/wsb
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.
No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high (3:25).
Show Notes:
Commodity Roundup: Gold faces weekly loss as early Fed rate cut bets fade; Oil gains
Nasdaq leads S&P, Dow futures as tech bulls keep momentum
Episode transcripts: seekingalpha.com/wsb
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.
The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder withdraws takeover offer. (5:15)
Snow Notes
Shorts are feeling the heat on these ten stocks
Apple pops after BofA upgrades on AI, Vision Pro as drivers for growth
Humana stock slides after cutting profit outlook on higher medical costs
Episode transcripts seekingalpha.com/wsb
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.
Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. Morgan CEO Jamie Dimon rips bitcoin again. (2:32)
Show Notes
S&P, Nasdaq, Dow futures mixed with plenty of premarket data ahead
Plug Power discloses at-market stock offering of up to $1B, shares fall
Episode transcripts seekingalpha.com/wsb
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.
Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlue better off without Spirit? (3:29)
Sbow Notes
A soft or no landing expected, with geopolitics as the biggest tail risk
Verizon slips as it says it will take $5.8B impairment charge in Q4
Episode transcripts seekingalpha.com/wsb
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.
Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’Hare (2:10).
Show Notes:
Biggest stock movers today: Spirit Airlines, Chinese EV stocks, and more
China Q4 GDP grows less than expected amid weak spending, property market decline
Occidental CEO Hollub predicts oil supply crunch from 2025
Episode transcripts: seekingalpha.com/wsb
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.
The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)
Show Notes
Empire State Manufacturing Survey drops to levels not seen since 2020
Goldman Sachs Q4 earnings beat, helped by asset and wealth management unit
Apple continues drop even as it surpassed Samsung as 2023's top phone maker
Episode transcripts seekingalpha.com/wsb
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.
US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).
Show Notes:
Elon Musk wants 25% voting control in Tesla before advancing AI
Earnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and more
Stocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday Week
Episode transcripts: seekingalpha.com/wsb
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.
Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
For Those Investors Stuck On Yield, 2023 Was Opportunistic
A Banner Year To Be A Contrarian In The Golden Age Of Active Investing
Episode transcripts: seekingalpha.com/wsb
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.
J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)
Show Notes
Wells Fargo in charts: Corporate and Investment Banking revenue falls most Q/Q
BofA in charts: Revenue declines in most segments amid slower loan expansion
Delta Air Lines falls after profit guidance lands short of long-term target
Dividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and more
Episode transcripts seekingalpha.com/wsb
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.
EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. (00:27) CVS paring down pharmacy footprint inside Target (TGT): WSJ. (02:39) Amgen (AMGN) may be evaluating Cytokinetics bid; CYTK wants $130-$145 a share - report. (03:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Grifols, ZIM Integrated Shipping, and more
Boeing given formal notice of FAA probe into 737 Max 9 mishap
Meta Materials announces $1M civil penalty to settle SEC investigation
McKesson looking to sell Rexall pharmacy chain in Canada - report
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.
The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)
Show Notes
Berkshire Hathaway's share of Occidental Petroleum hits 34%
Google to lay off hundreds in voice assistant, hardware teams
Episode transcripts seekingalpha.com/wsb
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.
Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobot (IRBT) plunges to session lows amid report Amazon (AMZN) won't offer remedies in Europe. (01:41) SEC at long last approves spot bitcoin ETFs. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto-linked stocks, Praxis Precision Medicines, and more
Consumer Price Index seen ticking up in December, with core number easing
Salesforce and Slack implement hiring freeze: report
Google to lay off hundreds in voice assistant, hardware teams
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.
Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock downgrade. (2:12)
Show Notes
Ten surprises that could affect markets in 2024
Walmart impresses at both CES and ICR with tech initiatives
Episode transcripts seekingalpha.com/wsb
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.
Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WMT) to bring drone deliveries to millions more in Texas. (02:02) Amazon's (AMZN) Twitch to cut about 35% of workforce - report. (03:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Alcon, Intuitive Surgical, and more
Tesla launches upgraded Model 3 in North America at unchanged prices
U.S. oil production predicted to reach new records this year and next
Boeing CEO: Company must acknowledge quality issues with aircraft
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.
The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) Analysts adjust bank ratings ahead of earnings. (3:55)
Show Notes
Citi’s 30 stocks for its 2024 top themes
Netflix dips after Citi cuts rating on potential risks in '24-25 amid Street's 'lofty expectations'
Juniper Networks jumps 25% on report HPE is nearing buyout deal
Episode transcripts seekingalpha.com/wsb
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.
Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by investor. (01:36) Juniper Networks (JNPR) jumps 25% on report HPE is nearing buyout deal. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Juniper Networks, Unity Software, and more
Top 10 stocks with the highest short interest on Wall Street
Activist Elliott builds $1B stake in Match Group - WSJ
Bausch + Lomb drops amid comments at JPMorgan Healthcare Conference
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.
Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leaders strike spending deal that could avert shutdown. (3:33)
Show Notes
Real Estate is the top performing sector since the market’s October low
Oil falls after Saudi cuts crude prices amid supply, competition woes
BlackRock, ARK 21Shares set lower fees for spot bitcoin ETFs
Episode transcripts seekingalpha.com/wsb
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.
Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) for around $700M - Bloomberg. (01:44) Audacy (AUDA) files for Chapter 11 bankruptcy as ad sales crash. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Boeing, Harpoon Therapeutics, and more
Earnings week ahead: Citigroup, JPMorgan, UnitedHealth, Delta Airlines and more
Winter weather could mean hot returns for these stocks
Some electric vehicles are underperforming EPA range estimates - is yours one of them?
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.
Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical analysis perspective, using Elliott Wave and Fibonacci (2:25). Taking advantage of AI, tech sector (6:00). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts seekingalpha.com/wsb
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.
Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48)
Show Notes
Dividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, and more
Aluminum and copper to boost in 2024 + other commodities calls - GS
Palantir slips as Jefferies downgrades, says AI is 'overhyped'
Episode transcripts seekingalpha.com/wsb
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.
QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in December, net sales up 9.9%. (01:32) McDonald's (MCD) faces backlash in Middle East impacting business. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Peloton, Medical Properties Trust, and more
Pepsico products pulled from Carrefour as retailer loses appetite for price hikes
Masking returns to some U.S. hospitals amid rising COVID, flu cases
Microsoft may soon supplant Apple as world's most valuable company
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.
The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:25)
Show Notes
Accelerating topline growth stocks - Goldman
Initial jobless claims fall to lowest level in 3 months
Mobileye weak Q4, full-year guidance sends shivers down spine of chip industry
Episode transcripts seekingalpha.com/wsb.
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.
Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-commerce tenfold. (01:46) CVS to drop Humira (ABBV) from certain formularies, cover biosimilars instead. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cal-Maine Foods, FuboTV and more
Microsoft adds Copilot AI button in first big change to PC keyboard in decades
Mark Zuckerberg sold $428M worth of Meta stock at the end of 2023
Piper Sandler downgrades Apple on iPhone sales and macroeconomic worries
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.
Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)
Show Notes
Megacap rout in January is now consensus - BofA
Job openings fall more than expected in November - JOLTS report
Episode transcripts seekingalpha.com/wsb.
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.
Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this month. (01:19) Universal Logistics (ULH) to invest $50M for expansion into greater Roanoke, Virginia market. (01:53)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SoFi Technologies, Bloomin' Brands and more
Top 10 stock ideas for 2024 Q1 - BofA
UPS, CRWD and TOL among Wells Fargo's 11 overweight tactical ideas
Tesla's China-made EV sales surged in December, capturing over half of global deliveries in 2023
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.
Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delivery expectations. (3:10)
Show Notes
Gap between all-time highs for the S&P 500 is the sixth longest in history
Episode transcripts seekingalpha.com/wsb.
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.
2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. (02:10) Corcept Therapeutics (CORT) plunges after loss in patent battle with Teva (TEVA). (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Li Auto, crypto-related stocks and more
Oil climbs as Iran sends warship to Red Sea after U.S. sinks Houthi boats
Avangrid cancels merger deal with PNM Resources
China's manufacturing expansion picks up driven by stronger domestic demand
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.
Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show Notes:
In Store For '24
Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHD
Ranking The Magnificent 7 Stocks And An ETF That Owns Them All (FNGS)
Portfolio Construction, Options And Covered Call ETF Vulnerability
Rob's Sungarden investment Publishing
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.
Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:47) Foreign investors are bailing on a big bet on China stocks. (3:03)
Show Notes
20 global single name stock shorts for 2024 - Morgan Stanley
Fisker up 9% on huge increase in deliveries between Q3 and Q4
Episode transcripts seekingalpha.com/wsb.
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.
Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P, Dow experienced limited moves on the second to last trading day of 2023
Elon Musk’s Tesla likely to set up its first India manufacturing plant in Gujarat
Amazon, Meta, Booking, Uber on top at Wedbush in 2024
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.
With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining stake of Grayscale. (2:55)
Show Notes
24 global single name stock longs for 2024 - Morgan Stanley
Initial jobless claims rise more than expected in past week
Intel slips even as Argus sings praise on AI, Israel foundry
Episode transcripts seekingalpha.com/wsb.
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.
Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
2024 Analyst Outlook: Lawrence Fuller On An Economic Soft Landing Scenario
Fannie, Freddie stocks backtrack after rally, analyst Bove weighs in
JD.com plans pay hike for staff amid competition, Chinese consumption woes report
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.
The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46) Apple iPhone design chief said to join Jony Ive at new firm. (2:56)
Show Notes
Citi’s top stocks in healthcare
Softbank gets $7.6B worth T-Mobile stock at no extra cost
Episode transcripts seekingalpha.com/wsb.
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.
Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to close Sunday. (01:16) Amazon Prime (AMZN) getting ads next month, or pay for ad-free streaming. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Coherus BioSciences, Bit Digital
Big buying opportunities in the financial and industrial sectors - analyst
Nio closes $2.2 billion strategic equity investment from CYVN
Best and worst performing big names of 2023
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.
Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new dominant COVID-19 strain. (2:27)
Show Notes
Citi’s top picks in Tech
Home price growth eases slightly in October: S&P CoreLogic Case-Shiller Index
Episode transcripts seekingalpha.com/wsb.
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.
AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim Ratcliffe for $1.3B. (01:46) Nano Dimension (NNDM) offers to buy Stratasys (SSYS) for $16.50 a share (update). (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Gracell Biotechnologies, MBIA and more
Airline profits set to take off in 2024
Intel's future may be turning around. One firm thinks it eventually splits up
Cannabis companies higher after Biden pardons thousands for marijuana offenses
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.
Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3 major drivers to bonds (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Chaim's Fed Trader
Episode transcripts: seekingalpha.com/wsb
Show links:
Initial jobless claims edge up to 205,000
Chance For A Market Dip In Early 2024 - Chaim Siegel
Wall Street Lunch: Big Moves In The Bond Market
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.
Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZeneca (AZN) takeover interest. (02:35) Government opens investigation into frequent flyer programs. (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Rocket Lab, NetEase, Nike and more
Nine buy-rated stocks in the Communication Services sector - Citi
Becton, Dickinson in $85M settlement over failure to disclose defects with infusion pumps
DOJ says Ultragenyx to pay $6M to resolve Medicare claims allegations
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.
Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citigroup (C) plans to exit distressed debt trading - report. (01:54) Tesla (TSLA) supplier Panasonic (PCRFY) shelves plan to build EV battery plant in Oklahoma. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Calliditas Therapeutics, BlackBerry
Accenture to buy Jixie, a digital marketing platform in Indonesia
Microsoft, OpenAI see authors join copyright lawsuit over AI models' training - report
Alphabet gains amid report of restructuring to impact ad sales unit
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.
President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates (3:18) and Toyota suspends all Daihatsu shipments (5:15).
Episode transcripts: seekingalpha.com/wsb
Show Notes:
Biden has til Sunday to decide on Apple Watch patent dispute. He's watching it.
Toyota suspends all Daihatsu shipments as safety testing scandal widens
Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates
FedEx falls 7% after warning FY24 revenue will decline; UPS drops as well
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.
U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle Play Store lawsuit (2:30) and Japanese takeover of iconic U.S. Steel sees bipartisan opposition (3:42).
Episode transcripts: seekingalpha.com/wsb
Show Notes:
Japanese takeover of iconic U.S. Steel sees bipartisan opposition
Google to pay $700 million to settle Play Store lawsuit
Houthi threat: U.S. forms naval taskforce to protect ships in Red Sea
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.
Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire StreamSets and webMethods platforms from Software AG for €2.13B. (01:19) Chuck E. Cheese reportedly exploring a sale, may be worth over $1 billion. (01:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Arcutis Biotherapeutics, Ebix and more
Earnings week ahead: Nike, FedEx, BlackBerry, Micron, Carnival and more
Canada EV push: Zero-emission car mandate expected this week
Fashion executives see uncertainty for industry in 2024
BTIG makes top medtech stock picks for 2024, sees sector stabilizing
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.
Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for 2024 earnings growth and implied volatility levels (0:20). Finding (and getting in front of) extremely undervalued pockets in the market (3:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael's Reading The Markets
Episode transcripts: seekingalpha.com/wsb.
Show links:
2024 Analyst Outlook: Mott Capital On Market Volatility, The Fed, And Investor Challenges And Opportunities
The Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate
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.
Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags incentives worth $153M for Mexico gigafactory. (01:25) FDA warns companies including Chewy (CHWY) over unapproved antimicrobial animal drugs. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Scholastic, Eos Energy and more
GM Cruise autonomous vehicle unit slashes 900 jobs
AbbVie, Amgen among firms targeted for latest Medicare inflation penalties
What lies ahead for Baidu in 2024 as it runs AI race with efficiency in mind?
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.
10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surprise gain. (2:17) Influential bank analyst upgrades 5 stocks in wake of Fed. (4:30)
Show Notes
UBS’ Top Global Stocks
Warren Buffett's Berkshire boosts Occidental stake again after CrownRock deal
WHO calls for ban on flavored e-cigarettes
Episode transcripts seekingalpha.com/wsb.
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.
Adobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading to the big screen after Barbie breakthrough. (01:50) Carrier (CARR) offloads global commercial refrigeration operations onto Haier (HRSHF) for $775M. (02:50)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Adobe, Ocular Therapeutix and more
UBS’ Top Global Stocks
Realty Income 2024: What to expect
Five considerations for investing in 2024 - J.P. Morgan
SEC adopts rule requiring more Treasury trades to be centrally cleared
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.
Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 rate cuts next year. (0:38) Stocks rally, Treasury yields fall as Dow Jones tops 37K. (1:35)
Show Notes
HSBC sets 2024 S&P 500 target of 5,000
Pfizer slips as 2024 guidance with Seagen buyout disappoints
Episode transcripts seekingalpha.com/wsb.
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.
Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow service centers. (01:25) Snapchat+ (SNAP) surpasses 7M subscribers, rolls out new AI features for users. (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Take-Two Interactive, Coherent and more
Diabetes patients facing insurance hurdles getting GLP-1s: report
Target is Goldman's retail top pick for 2024 + other buy ideas
COP28 ends with historic deal to shift away from fossil fuels
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.
November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevron doesn't expect hostilities in South America. (3:35)
Show Notes
Top growth stocks for those wary of valuations - Goldman
Ford cuts back on all-electric F-150 production due to slower-than-anticipated demand
Episode transcripts seekingalpha.com/wsb.
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.
Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbro (HAS) to cut 900 jobs as it seeks to cut expenses. (01:51) Nokia (NOK) trims 2026 profit margin target after losing AT&T (T) contract. (02:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Oracle, Hasbro and more
Walgreens slips as Moody’s cuts rating to junk
Harbor Custom Development files for Chapter 11 bankruptcy
Warren Buffett's Berkshire Hathaway halves stake in HP
COP28 draft agreement said to avoid fossil fuel ‘phase out’
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.
AAA forecasts more people flying this holiday season than every before. (0:15) Department store stocks rally. (1:53) Occidental to acquire CrownRock. (3:08)
Show Notes
7 Consumer staples names that are looking attractive
Episode transcripts seekingalpha.com/wsb.
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.
Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger talks; Cigna planning major stock buyback (update). (01:40) DoorDash (DASH) gets the call-up to the Nasdaq 100 Index. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cigna, Macy's and more
Earnings week ahead: Oracle, Costco, Adobe, FuelCell, Lennar and more
Generative AI could upend every sector. Oppenheimer has 10 predictions for how it plays out
Nvidia CEO eyes chip production base in Vietnam
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.
The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter. (4:51)
Show Notes
Dividend Roundup: Walmart, Dell Technologies, Mastercard, AIG, and more
'Panic' on disinflation and a Catch-22 for risk in '24 - J.P. Morgan's Kolanovic
]Honeywell to buy Carrier's security business in $5B deal
Episode transcripts seekingalpha.com/wsb.
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.
Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) declines offer that could have saved bankrupt trucking company - report. (01:37) Amazon (AMZN) tests new unlimited grocery delivery service for Prime members. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Lululemon Athletica, Avid Bioservices and more
Canada to impose oil and gas emissions cap, in goal to reach net zero by 2050
Stellantis to cut jobs at two U.S. Jeep plants amid emissions regulations and sales declines
Elon Musk's xAI starts to roll out Grok generative AI chatbot to some X users
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.
J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO fights for the stock. (2:50) Trump tapping Jamie Dimon for Treasury Secretary? (4:02)
Show Notes
Top stocks with highest hedge fund + mutual fund positions, according to GS
Rockstar's Grand Theft Auto 6 likely delayed, BofA says; Take-Two falls
Episode transcripts seekingalpha.com/wsb.
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.
McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps off Nvidia (NVDA) competitor, updates AI forecast. (01:43) GameStop (GME) posts breakeven quarter with Ryan Cohen at the helm. (03:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GameStop, C3.AI, Chewy and more
Formula One tapped as 2024 best idea at Cowen
Troika Media files for chapter 11 and sale to Blue Torch
Meta rolls out default end-to-end encryption on Messenger
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.
G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MongoDB, SentinelOne and more
Five9 falls after hours on disclosure that it's not pursuing any transaction
Elon Musk's xAI startup files to raise up to $1B in equity offering
Apple climbs back above $3T amid smartphone optimism
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.
The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)
Show Notes
U.S. strong buy ideas for the next 12 months
Starbucks falls again as concerns rise that holiday quarter may be weak
Episode transcripts seekingalpha.com/wsb.
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.
Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) picks Ericsson (ERIC) over Nokia (NOK) for $14B Open RAN contract. (01:10) Five9 (FIVN) gains on report it's exploring a potential sale. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GitLab, Ericsson, Nokia and more
U.S. strong buy ideas for the next 12 months – according to Citi
Fluor wins $3B of contracts for Dow's planned net-zero facility in Canada
Goodyear Tire & Rubber is called an auto sector standout by HSBC
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
The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)
Show Notes
Top 10 trades for 2024 - BofA
Nuke names jump as 22 countries commit to triple nuclear energy capacity by 2050
Episode transcripts seekingalpha.com/wsb.
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.
Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) China Evergrande (EGRNQ) winding-up hearing pushed to January. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Spotify, Uber Technologies, crypto-related stocks and more
New highs: Gold sets another record, bitcoin crosses $41K as rate cut bets grow
Spotify to lay off 17% of employees to curb costs
Piper sees GLP-1s increasing demand for knee/hip surgeries near-term
Weight loss drugs seen providing a boost to apparel stocks - Stifel
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.
Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility redux
Broadcom Leveraging AI To Further Soften Its Cyclical Semiconductor Reset
Lululemon: Set To Outperform Yet Again In 2024
TD Cowen says Cigna, Humana merger would face lengthy regulatory delay
Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls rate-cut talk 'premature.' (1:11) Wall Street reacts to the Cybertruck. (3:21)
Show Notes
These small-cap stocks could do favorably in an economic downturn - BofA
J&J gets upgrade from UBS with 'high conviction' in outlook
Episode transcripts seekingalpha.com/wsb.
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.
Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertrucks as it looks to shake up electric truck segment (4:47) Disney declares dividend after 3 year hiatus (6:52).
Show Notes:
Tesla delivers first Cybertrucks as it looks to shake up the electric truck segment
Disney declares a dividend of 30 cents after a more than three-year hiatus
Montana's state-wide ban on TikTok blocked by federal judge
Episode transcripts: seekingalpha.com/wsb
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.
OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflation gauge hits lowest level in 2 years. (1:26) Here are the most and least reliable autos. (3:57)
Show Notes
Wall Street looking for below-average stock gains in 2024
Salesforce jumps as investors, analysts lay on the love
Episode transcripts seekingalpha.com/wsb.
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.
Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW goes electric with unionization efforts aimed at Tesla (TSLA), Rivian (RIVN) and Lucid (LCID). (01:35) Crude oil climbs as OPEC+ weighs new output cuts, with meeting set to start. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Snowflake, Salesforce and more
DOJ trial to block Spirit/JetBlue set to close on Tuesday as remaining days canceled
Occidental Petroleum in talks to acquire Permian producer CrownRock - WSJ
Phillips 66 gains after activist Elliott takes $1 billion stake, seeks board seats
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.
Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP growth is revised up to 5.2% with inflation revised lower. (1:25) GM boosts dividend, announces buyback. (2:49)
Show Notes
Hedge funds could get squeezed on stocks into year end
Bill Ackman sees Fed rate cuts as soon as first quarter of 2024
Episode transcripts seekingalpha.com/wsb.
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.
Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time for building. (00:25) Adelson family (LVS) to buy majority stake in Dallas Mavericks from Mark Cuban - reports. (01:30) Farfetch (FTCH) jumps amid report founder may make offer for luxury fashion site. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Workday, Las Vegas Sands and more
Charlie Munger, Warren Buffett's associate, dies at 99: Berkshire Hathaway
Apple ending credit card partnership with Goldman Sachs - WSJ
Tesla's Cybertruck is finally here - will the launch create a halo effect?
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.
Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectations pick up sharply in November. (1:38) Amazon takes delivery title from UPS, FedEx. (3:50)
Show Notes
Hedge funds ease up on Magnificent 7 binge
Adobe, Figma deal likely to result in 'substantial lessening of competition'
Episode transcripts seekingalpha.com/wsb.
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.
U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm Shein files for U.S. initial public offering - WSJ. (01:25) Saudi Arabia wants OPEC+ members to cut oil production quotas - Bloomberg. (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Carlyle Group, Zscaler and more
These are the most under-owned large-cap tech stocks - MS
Broadcom said to let go of 'many' VMware employees after deal closed: report
Albemarle, other lithium names extend losses on weak pricing as EV demand cools
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.
Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40) Zero-day options arrive for Treasury bonds and oil. (2:31)
Show Notes
The AI gold rush is here. Buy 'picks and shovels' to benefit.
Episode transcripts seekingalpha.com/wsb.
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.
U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSLA) union problems in Sweden include trash piling up and no mail service. (02:07) Fathom Digital Manufacturing holder offers to buy company for $4.50 a share. (03:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UP Fintech and Crown Castle
The AI gold rush is here. Buy 'picks and shovels' to benefit
Activist investor Elliott takes more than $2B stake in Crown Castle - WSJ
Can current tailwinds support Netflix's accelerated growth in 2024?
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.
Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to an era of dividend focus (5:45). Fed credibility and how they've left themselves very little wiggle room (8:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael's Lead-Lag Report
Show Notes:
JNK: At The Center Of A Credit Event
Michael Gayed On Credit Event Phases And The Fed's Unprecedented Moves
Episode transcripts: seekingalpha.com/wsb
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.
More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on high yield. (3:43)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
iRobot surges 37% on report of EU approval for sale to Amazon
Novo's weight-loss drug Wegovy to make Asia debut
Nvidia delays launch of an AI chip for China
Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers in Europe posing threat to big Black Friday sale? (01:33) AbbVie (ABBV) suing Sandoz, four others to block generic Rinvoq: report. (02:33)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: iRobot, Fisker and more
Sports betting records could be carved up Thanksgiving weekend - watch these stocks
Best stocks for when the 10-year Treasury is falling
October global smartphone sales break two-year losing streak
OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation expectations raises eyebrows. (1:29) Apple's Tim Cook says there is a detailed succession plan. (3:53)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Hedge funds are crowding more than half of their investments in their top 10 positions
Durable goods orders fall more than expected
Deere’s stock declines on guidance for smaller profit
Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3, guidance blow past expectations. (02:58) Elon Musk, Tesla (TSLA) engineers were aware of Autopilot defect - judge. (03:58)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Virgin Galactic, Autodesk and more
Tim Cook discusses Apple's 'very detailed' CEO succession plans
Best quality stocks with highest return on capital, according to Nasdaq
HP CEO: Growth in PC segment likely to double next year
The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the consumer. (2:49) OpenAI investors mull legal action. (4:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
The 12 least expected market outcomes of '24 - and how to trade them
EV shocker: VinFast Auto is on watch after Wedbush says shares could double
Lowe's slides after pointing to fading do-it-yourself demand
Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SEC charges Kraken for operating as unregistered crypto exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over ADHD meds. (02:23)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Agilent Technologies, MorphySys and more
The top 10 value plays, according to SA Quant Ratings
Nvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth?
Holiday sales are expected to come in better than feared - watch these stocks
Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the A's move to Vegas. (2:25) Hundreds of Open AI employees threaten to quit. (3:03)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Goldman Sachs 2024 stock strategy - sales growth
U.S. leading indicator falls slightly more than expected in October
Six Flags lands buy rating from Jefferies on merger upside
Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pausing driverless operations. (02:56) Nokia (NOK) expands partnership with Globe Telecom to cut network power use in the Philippines. (03:50)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: NuScale Power, Chegg and more
Town hall at Disney: Bob Iger to discuss future as investors size up stock
Adobe gets EU antitrust warning over $20B planned Figma acquisition
L&T Technology Services collaborates with NVIDIA
Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and Nvidia Corporation (NVDA). (02:20) They also discuss the tale of two retail earnings reports, Walmart (WMT) and Target, (TGT) including WMT’s hint at signs of deflation.
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Nvidia: Assuring Processor Dominance By Technology And Strategic Investments
Baidu: Upgrading To Buy
Walmart rattles retail sector with warning on consumer spending
Target rallies 17% after improved profitability flips the script on the retailer
Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprising strength. (1:45) AT&T to launch standalone cybersecurity business. (3:20)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Dividend Roundup: General Mills, Nike, Johnson & Johnson, Marriott, and more
Seven times the markets anticipated a dovish pivot that did not come true
Li Auto rallies after being added to the Hang Seng Index
Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) ChargePoint (CHPT) plummets on CEO replacement, preliminary Q3 results. (01:31) Applied Materials (AMAT) under criminal investigation for evading export controls: report. (02:45)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Applied Materials, ChargePoint and more
Top 10 best performing stocks over the past week
IBM halts advertising on X as report finds ads placed next to pro-Nazi content
Italy bans lab-grown meat in effort to defend traditional culinary culture
Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps cloud business spinoff. (2:30) Goldman channels Taylor Swift for its 2024 market outlook. (3:58)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Walmart in charts: Comparable sales growth slows amid shifting consumer trends
Palo Alto Networks tumbles as it cuts full-year billings forecast
Initial jobless claims increase by 13K, more than expected
Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM) CEO says turning oil and gas firms into 'villains' harms path to net zero. (02:03) Walgreens Boots (WBA) close to £5B pension deal - report. (02:46)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Cisco Systems, Palo Alto Networks and more
Biden hails progress in Beijing ties; Xi tells CEOs China ready to be U.S. partner
Eli Lilly said to be eyeing billion-dollar German plant amid GLP-1 shortage
Goldman Sachs channels Taylor Swift for its 2024 stock market forecast
FDA reviewers reportedly question efficacy of Merck cough drug
Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but retail sales show strength. (2:12) Target shares soar as margins improve. (4:26)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Michael Burry closes out broad market shorts, bets against semis
Warren Buffett's Berkshire Hathaway exits GM, Activision bets in Q3
Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy, exits Apple, Shopify
Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CVX) reviewing options for Texas Haynesville shale assets - Reuters. (02:01) U.S. House clears stopgap spending bill to avoid government shutdown, Senate vote next. (02:53)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: JD.com, Arcturus Therapeutics and more
China reset? Big business, Biden set to meet with Xi Jinping
Wall Street’s 20 most overbought stocks
C3.ai soars on expansion of AWS deal focused on generative AI
Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate cut in May. (2:00) YouTube to require disclosure on AI video. (3:54)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Top 10 most and least shorted stocks by hedge funds
Home Depot tops estimates even as customers opt for smaller projects
Canadian Solar sinks after Q3 miss; Q4 sales guidance far below consensus
Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymphoma drug from US market over failed study. (01:39) Boeing (BA) expands factory to boost output of Patriot missile sensors. (02:19)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Fisker, Snap, Beauty Health Company and more
Consumer price index expected to slow in October; core inflation seen stalling
Index investing has created the most massive misallocation of capital in history – Cathie Wood
U.S. probes ~100 tankers for suspected violations of Russia oil sanctions - Reuters
Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a leading producer of lithium for the EV sector. (1:48) Stock and bond markets are now punishing zombie companies. (3:04)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Alphabet ditches Robinhood stake, filing shows
Tyson Foods falls 6% after guiding for flat revenue in FY24
Ford workers in Louisville vote against new labor deal
China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Biologics in an all-cash deal. (03:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Boeing, StoneCo and more
Apple is working on generative AI. Morgan Stanley shares how it could monetize it
Earnings Week Ahead: Walmart, Home Depot, Target, Alibaba, Cisco and more
UBS sees pickup in mergers and acquisitions next year
Moody's cuts United States credit outlook to negative, reaffirms ratings
Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what to expect when CPI is released on Tuesday. (00:21) Julie shares the latest analysis on three retailers set to report earnings including Home Depot (HD), Target (TGT) and Walmart (WMT). (02:20) They also discuss the strike that was averted in Las Vegas ahead of major events. (03:43)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Catalyst Watch: Walmart earnings, DraftKings event, REITworld, OPEC update and another CPI nail-biter
Is Home Depot A Wise Investment Choice Amid Inflation Surge
Target: A Value Trap, The Sell-Off Should Accelerate
Walmart: Strategy, Stability And Innovation In A Single Package
Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling the inflation pinch again. (2:31) Will global instability bring buying opportunities? (5:21)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Dividend Roundup: Exxon Mobil, Kroger, Waste Management, Devon Energy, and more
The Trade Desk's weak outlook causes Wall Street to defend; shares plunge
Plug Power plunges as losses mount, hit by 'unprecedented supply challenges'
DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes return to China with Tencent (TECHY) deal to sell VR headsets. (01:28) BlackRock (BLK) plans to create ethereum (ETH-USD) ETF, Nasdaq filing shows. (02:15)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Unity Software, The Trade Desk and more
Meta, Amazon debut feature to shop directly from Facebook and Instagram ads
ICBC, China's largest bank, said to be hit by ransomware attack
Hawaiian Electric to delay quarterly filings, citing potential lawsuits
Big tech stocks should continue to perform better than the whole S&P 500 into 2024
DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent from HSBC on deadlines, Elon Musk risk. (1:44) Magnificent 7 stock ownership hits 'critical mass.' (3:41)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Disney drives higher as analysts (mostly) applaud results
Anheuser-Busch InBev lands buy rating from HSBC with global business getting stronger
Morgan Stanley wealth management arm under Fed probe over due diligence lapses
Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC Q3 results, but concerns remain over debt, Q4 box office. (01:41) Eli Lilly (LLY) extends expiration of tender offer to acquire Point Biopharma (PNT). (03:15)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Disney, Twilio, Arm Holdings and more
Disney earnings call: Focusing streaming, paving ESPN's future
B&G Foods sells Green Giant vegetable product line to Seneca Foods
GM's Cruise recalls 950 driverless cars after production halt
The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Bros. Discovery plunges despite 'Barbie.'(2:36) Grand Theft Auto VI hype gears up. (3:22)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Top 10 exchange traded fund inflow leaders of 2023
Robinhood stock slides on Q3 revenue miss, expense guidance
Roblox surges as Q3 results top estimates; will give guidance starting next year
Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG) to fully acquire online car dealership CarOffer for $75M. (01:27) Virgin Galactic (SPCE) cuts jobs to support Delta spaceship production. (02:04)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Rivian, Robinhood, Upwork and more
Wall Street’s top 10 growth stocks according to SA Quant Ratings
J.M. Smucker forms new strategic business area, makes changes to leadership team
PG&E files for federal extension of Diablo Canyon power plant operations
Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amazon. (1:57) Barclays says there's more pain to come for office real estate. (3:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Chart: Recession probability vs. SLOOS
Uber in charts: Double-digit growth for total gross bookings, active customers and trips
Top 7 tech stocks with even more growth opportunity
WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest electric vehicle maker to move to NACS charging standard. (01:12) GM, Cruise to hit brakes on Origin robotaxi production as safety woes mount. (02:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Alteryx, TripAdvisor and more
VMware collaborates with Intel to unlock private AI everywhere
Kinder Morgan to buy NextEra Partners' south Texas assets in ~$1.8B deal
OMV, Abu Dhabi near deal to form €30B chemical giant - Bloomberg
South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The U.S. is closer to a recession than you think. (4:07)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157B
Disney taps longtime PepsiCo exec as new finance chief
Bumble CEO stepping down, to be replaced by Salesforce exec
Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo Alto Networks (PANW) close to buying Talon Cyber Security for $600M-$700m - report. (01:54) Elon Musk unveils Grok AI bot with real-time access to X data to rival ChatGPT. (02:36)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157B
Oil edges up after Saudi Arabia, Russia stick to production cuts
Silicon Valley Bank was not a one-off, many more banks will fail - Duke professor
Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20).
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Tuttle Capital Management
Rob Isbitts, Sungarden Investment Publishing
Wall Street Breakfast: The Week Ahead
Wall Street Breakfast: What Moved Markets
Rate Watching And Why The Bond Market Matters
Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Hulu's valuation still up in the air as Disney to buy Comcast stake
Six Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopes
Uber, Lyft seen having strong Q3 results, though with lower multiples - UBS
There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yield tumbles again. (1:40) Will AI eliminate every job? (3:19)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Banks at 80-year low vs. S&P 500 and tech is at an all time high
Reading Wall Street Research Like A Pro
The Las Vegas Strip is a week away from its biggest worker strike in history
Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 sales top estimates. (01:59) Amazon (AMZN) to shut apparel stores to focus on grocery business. (03:03)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Apple, Block, Digital Ocean and more
Elon Musk warns AI will make all jobs obsolete at some point
Broadcom CEO met with Chinese officials over weekend amid VMware deal - report (update)
Novo Nordisk says ~80% of insured U.S. patients pay less than $25 for Wegovy
Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. productivity saw the highest non-COVID acceleration since 2009. (1:25) Palantir Technologies (PLTR) rallies post-results. (2:51)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Reading Wall Street Research Like A Pro
Goldman Sachs' 25 'conviction list' stocks to buy
Starbucks rallies after comparable sales, margins shine in FQ4
Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six Flags (SIX) gain amid reports of potential merger. (01:55) Live Nation (LYV) falls amid report DOJ probing deals with artists, venues -report. (02:52)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Qualcomm, PayPal, Roku, Fastly and more
Goldman Sachs' 25 'conviction list' stocks to buy
Rayonier targets $1B in asset sales as part of a plan to improve shareholder value
Etsy falls after macro backdrop impacts the retailer's outlook for the holiday quarter
The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike more?' (1:20) Atlanta GDP Now forecast for Q4 tumbles on weak manufacturing. (0:59)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
ISM Manufacturing unexpectedly falls in October as demand stays soft
U.S. Treasury boosts quarterly refunding to $112B of securities
Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks slump amid report NAR, brokerages guilty of collusion. (01:32) WeWork (WE) poised to file for Chapter 11 bankruptcy next week - report. (02:38)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Paycom Software, CRISPR Therapeutics and more
CRISPR, Vertex gene editing therapy gets warm response from FDA panel
Generative AI in 'very early days' for software giants like Microsoft, Salesforce - Deutsche Bank
U.S. automakers oppose Cleveland-Cliffs bid for U.S. Steel - report
Tesla eyes producing 200,000 Cybertrucks annually - Elon Musk
Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slams Janet Yellen. (3:04) Morgan Stanley stands firm with prediction of S&P drop to close out year. (5:25)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
U.S. chip curbs put Nvidia's $5B of China orders at risk
Caterpillar’s stock falls amid investor concerns about future growth
Pfizer posts rare topline miss in Q3 amid COVID cliff
Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel's (INTC) silicon photonics components. (02:48)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: BP, Pinterest, Lattice Semiconductor and more
Apple takes wraps off 'scary fast' Macs with M3 chips
Spirit Airlines plunges as investors hope for settlement with DOJ over JetBlue fades
X is now worth less than half of what Elon Musk paid to buy Twitter
Biden's Alaska oil plan seen as major threat to future drilling - Bloomberg
The executive order establishes standards for safety and security. (0:15) Will Treasury refunding overshadow the Fed. (1:50) McDonald's (MCD) tops profit and sales forecasts. (3:21)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Skeptical of a recession? Goldman likes beaten-down cyclical stocks
On Semiconductor drops as fourth quarter forecasts miss estimates
G7 economies to agree on AI guiding principles for companies - report
G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative agreement with Stellantis (STLA), expands strike against GM. (01:57) Boeing (BA) weighing ransomware threat from hackers. (03:10)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Coherus BioSciences, ArcelorMittal and more
HSBC net profit more than triples in Q3; $3B stock buyback planned
Citi explores a Disney trade-off: ABC and India for Hulu
Evergrande gets last chance for debt deal to avert liquidation; stock hits record low
Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-day FOMC meeting. (00:21) Julie gives a brief earnings preview of McDonald’s (MCD), Starbucks (SBUX), and Eli Lilly (LLY). (03:35) They also discuss Hershey (HSY), the consumer report about lead levels in its products, the impact of the price of cocoa, whether the company should be concerned about weight loss drugs and the upcoming holiday season. (04:53) Hot topic: Kim’s Wall Street Halloween costume ideas. (07:13)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Catalyst Watch: Apple earnings, Fed policy meeting, jobs report
Eli Lilly: The GLP-1 Opportunity, While Increasingly Recognized, Is Vastly Underestimated
McDonald’s Q3 earnings on deck, what to expect
Brewing Up Profits: Starbucks' Q4 Earnings Preview
September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its dividend. (3:14) Certain Apple Watch models to be prohibited from being imported into the U.S. (4:09)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
DataTrek: Lofty valuations aren't limited to Big Tech; cites Lilly, Mastercard
Dividend Roundup: Visa, Wells Fargo, Morgan Stanley, Costco, and more
Chevron slides after Q3 miss, with sharp drop in upstream results
GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts, strong sales trump AWS growth worries. (01:38) Masimo (MASI) jumps after win in patent fight with Apple (AAPL) at Intl Trade Commission. (02:49)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Intel, Amazon, Ford Motor and more
SolarWinds gains on report it's exploring options, potential sale
Eli Lilly wins approval of first-in-class ulcerative colitis drug Omvoh
Ford follows GM in withdrawing 2023 guidance, reports operating loss in EV segment
GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft landing scenario. (2:38) Bill Ackman made $200 million on his bond short. (4:53)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Boomer stocks are a better buy than Millennial stocks – BofA
Comcast sees Q3 boost from theme parks, broadband
Durable goods orders rise more than expected in September
Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surprise as revenues, profits, users all top forecasts. (01:39) UPS acquiring Happy Returns from PayPal (PYPL). (02:54)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: ServiceNow, Align Technology and more
U.S. House gets a new speaker, but odds of government shutdown next month remain
Apple AirPods getting a makeover: report
California’s Cruise incident could have bigger ramifications for the self-driving vehicle industry
Choice Hotels calls on Wyndham to engage in merger talks
China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:50) Google to run internet cables to island nations. (4:11)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Stocks returning cash should outperform capex spenders - Goldman
Texas Instruments seeing 'broadened' industrial weakness has Wall Street concerned
T-Mobile follows AT&T, Verizon in boosting free cash flow, seeing strong postpaid adds
Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch InBev (BUD) in largest-ever sponsorship deal - report. (02:39)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Google-parent Alphabet, Microsoft and more
Apple's China risks are real and rising: Bank of America
Earnings misses are being punished a lot more than beats are being rewarded
BlackRock to pay $2.5M to settle SEC order on an investment description
Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter. (1:38) Why election years are usually a tough time for stocks. (3:50)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
General Motors says it will moderate electric vehicle production pace
3M’s stock rises on higher earnings outlook
Coca-Cola rallies after Q3 organic sales sail past expectations on strong pricing
The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-year high. (02:56)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Barclays, Logitech International and more
Barclays reports Q3 earnings; warns of big cost cuts as profits dip
Smartsheet to build data hosting facility in Australia
Oxy Petroleum plunges as Exxon, Chevron megadeals remove potential buyers
Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield tops 5% for the first time since '07. (1:21) Morgan Stanley (MS) slammed as purposeless in downgrade. (3:29)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Healthcare, materials, real estate, and energy overweight by Jefferies
Bill Ackman pulls the plug on bond short position
Hollywood strike: Actors, studios to resume negotiations
Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline. (00:22) Stonepeak agrees to buy shipping-container firm Textainer (TGH) for $50/share (update). (01:23) Japan antitrust watchdog to investigate Google (GOOG) (GOOGL) over search dominance - report. (02:32)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Crypto-focused stocks, Roivant Sciences and more
Earnings week ahead: Amazon, Microsoft, Alphabet, Meta, Ford, GM and more
New titles drive 10% jump in U.S. video game sales for September
Foxconn said to face tax investigation in China, stock falls 2%
Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30), bonds becoming really good competition for stocks (14:00).
Episode transcripts seekingalpha.com/wsb
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.
Show links:
SPY: Halloween Comes Early - A Frightening Market Shows Risks Overwhelm Potential Gains
Rate Watching And Why The Bond Market Matters
TBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF Strategies
The Magnificent Seven Or The Mediocre Seven?
The Stock Market Is Starting To Gradually Roll Over
Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In addition, Kim gives an update on the sale of Manchester United. (05:28)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Catalyst Watch: Tech earnings blitz, Qualcomm event and Stellantis reveals
U.S. Retail Sales Confirms 4% GDP Growth Is On The Cards
Netflix in charts: Total memberships rise again in Q3
Qatari investors withdraw bid for Manchester United - report
SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Coinbase legal chief expects SEC will approve a bitcoin ETF soon
Dividend Roundup: Dell, Lowe’s, Blackstone, Ford, and more
Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) works out deal with Tesla (TSLA) to adopt NACS charging standard. (02:27) Jazz Pharmaceuticals (JAZZ) exploring strategic options, including sale - Bloomberg. (03:15)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: SolarEdge Technologies, Intuitive Surgical and more
China to restrict exports of key EV battery material graphite
Microsoft paid top boss Nadella $48.5M in fiscal 2023
Starbucks sues Workers United union over damaging social media post
Market investors aren’t as worried about the state of the world as they should be - Paul Singer
The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks strong. (2:58) Cathie Wood's ARK says the bond market could be making a major mistake. (3:53)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Goldman's top tactical stock trades for earnings season
Philip Morris International tops profit estimates, generates record Q2 revenue
Philly Fed manufacturing rises less than expected in October
Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (DVN) reportedly studying possible deals with Marathon Oil (MRO), CrownRock. (02:24) Pfizer (PFE) to price Paxlovid at $1,390 per course on commercial market: report. (03:17)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Elon Musk: 'we dug out own grave' with Cybertruck; Tesla slumps premarket
Nestlé reports 9-month results; temporarily halts production in Israel
Nokia reports Q3 results, reaffirms FY23 guidance and announces 14,000 job cuts
J&J considers third bankruptcy attempt over talc claims
Disney breaks out ESPN figures for first time; channel made ~$16B revenue in fiscal 2022
Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong organic sales. (3:15) Copper rises with China on track for 2023 growth target. (4:08)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Trillion-dollar tech titans have added additional $2.4T in market cap in past year
Israel's shekel stays above key 4 handle vs. dollar as worries grow of escalation
China's President Xi Jinping unveils global AI governance initiative, amid US chip curbs
Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September home sales saw Y/Y decline of 17%. (02:11)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: United Airlines, Viking Therapeutics and more
VMware falls amid report about China's review of Broadcom deal (update)
U.S. Bancorp stock spikes as Fed exempts firm from Category II requirements
Netlist plunges amid 9th Circuit Court appeals ruling in Samsung fight (update)
The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns continue to hamper Goldman earnings. (2:00) The Animal Spirits Index shows spooked investors. (3:47)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Consumers power on, driving stronger-than-expected September retail sales
Bank of America Q3 earnings climb on higher rates, Global Markets improvement
Baidu launches new AI model Ernie 4, setting stage for rivalry with OpenAI's GPT-4
Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce deal easing sanctions on Venezuelan oil - report. (01:38) Allstate (ALL) gains amid report activist Trian has taken a stake. (02:31)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Ericsson and NetScout Systems
Johnson & Johnson's Q3 results set to be first report after separation of Kenvue
Tempest Therapeutics continues wild ride as stock rallies 85% (update)
FDA grants expanded approval for Merck's lung cancer drug Keytruda
Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Liontown Resources (LINRF). (01:33) Sony (SONY) in talks for potential purchase of Disney's (DIS) India business - report. (02:04)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Lululemon Athletica, Manchester United and more
Crypto meets luxury: Ferrari confirms it will accept bitcoin and ethereum for car payments
Carl Icahn claims his short bet against malls may be rigged - report
Earnings week ahead: Tesla, Bank of America, AT&T, Netflix, American Airlines and more
Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when markets are sliding (0:25). Focusing on dividend growth and safety, not high yields, and why dividend stocks are still attractive when money market yields are high (3:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Show Notes:
Dive Into Dividends: 14 Must-Have Stocks When Markets Dip
Top Dividend Stocks
Episode transcripts
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.
Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Consumer price index comes in a touch hotter than expected in September
Novo Nordisk to stop late-stage kidney failure trial as interim data shows efficacy
Taiwan Semiconductor likely to receive waiver from Chinese export control curbs
Tesla headwinds include a sales deceleration in China and price cuts in the U.S.
Netflix changes ad chiefs with growth shaping up as a struggle
UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in effort to slash costs. (01:17) Disney (DIS), Comcast (CMCSA) hire banks to arrive at Hulu valuation for sale. (02:11)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Dollar General, SMART Global and more
U.S. weighs including Chinese subsidiaries overseas in new AI chip curbs - report
Dollar General jumps after appointing Todd Vasos as CEO
Tesla announces pay raise for German plant workers amid union dispute
Banks Q3 earnings preview: Expect NIM pressure, elevated charge-offs
A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing guidance right after new CEO appointment. (2:50) OpenAI intends major updates ahead first Developers Conference. (3:05)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Most crowded longs and shorts going into earnings season
Domino's Pizza slips after U.S. same-store sales decline in Q3
Initial jobless claims hold steady in past week
UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: Talks between studios, actors break down. (02:29)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Tupperware Brands and Victoria's Secret
OpenAI plans to unveil new updates with potentially lower costs to attract developers - report
Tempest Therapeutics soars 4,000% on updated data (update)
China sovereign wealth fund raises stake in 'Big Four' banks
Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:56) Packaging makers could take a hit from weight-loss drugs. (4:53)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Bank of England warns on U.S. tech stock valuations
Producer price index increases more than expected in September
Disney rises as company announces price hikes at Disneyland, Disney World
HP investor day shows capital return plans are 'key' to investor base
Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) U.S. to award $7B in funds for hydrogen hubs this week, reports say. (01:41) Samsung Electronics (SSNLF) expects 78% drop in Q3 operating profit. (02:35)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: DaVita, E2open, Polestar and more
Clean energy stocks rally as France aims to double output from renewables
The Las Vegas Strip will have a new mega resort opening in December
American Airlines suspending flights to Israel through early December
PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) Barclays digs into climate change impact on the ski season. (4:10)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Abercrombie & Fitch is called a mall stock standout by Jefferies
Electronic Arts rises as BofA upgrades, says discount 'unwarranted' going into 2024
Lincoln National debt rating cut at Moody's on capital, profit headwinds
Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW International (WW) rides the Ozempic (NVO) wave, closes up 13%. (01:26) Door maker PGT Innovations (PGTI) gains amid report of rejected $1.9B bid. (02:55)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Truist said to be in talks to sell rest of its insurance brokerage unit
Fannie Mae survey shows pessimism in housing market hit new high in September
PG&E to pay $45M penalty for California's Dixie Fire, regulator says
Sonos dips amid loss in Google patent case
Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management concerns (2:12) Pintesrest (PINS) gets a vote of confidence. (2:32)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Investor Movement Index slips for first time in five months
Airline flights to Israel are cut back dramatically after Hamas attack
Arm Holdings rises as JP Morgan starts with overweight rating
Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Peltz plans new push for board seats at Disney (DIS)- report. (01:49) Bristol-Myers Squibb (BMY) to acquire Mirati Therapeutics (MRTX) for $4.8B. (02:44)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Birkenstock IPO likely to price at top end of range - report
Tesla headwinds include a sales deceleration in China and price cuts in the U.S.
Citigroup to sell China consumer wealth portfolio to HSBC
Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybody's attention (1:45). Rate watching, inverted curves, the absolute level of the 10-year (5:25) and what they're each buying (18:00).
Transcripts on Seeking Alpha
Show Notes:
Powell Prioritizes Inflation, Overblown Fed Reactions And Market Narratives
Wall Street Lunch: Job Market Keeps Humming As Payrolls Surge
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
TBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF Strategies
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.
Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most notable catalyst for the week, CPI. He also discusses a topic suggested by a listener, clean energy stocks and why they underperform compared to traditional energy. Julie gives a brief bank earnings preview. Banks start reporting earnings on Friday, October 13.
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Catalyst Watch: Eyes on the Birkenstock IPO, PepsiCo earnings and FOMC minutes
Jobs growth surges past consensus in September; unemployment stays at 3.8%
Sunrun, Plug Power lead alternative energy stocks lower, whacked by rising rates
Delta Air is latest carrier to find fake aircraft engine parts - report
U.S. 10-Year Treasury yield tops 4.75% a level not seen since 2007
September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial tumble. (0.39) Tesla cuts prices. (3:12)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Buy-rated dividend stocks for volatility and high rates
BofA’s Alpha Surprise Model: Lots of Energy additions, Consumer Discretionary deletions
OpenAI mulls making own AI chips
PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to buying Pioneer Natural (PXD) for about $60B - WSJ. (01:58) Amazon (AMZN) lets go employees in communications across divisions. (02:54)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Top 10 stocks with the highest short interest
Rivian closes down 23%, its biggest ever one-day percentage drop
Long-term mortgage rates reach highest level in a generation
AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Americans change the grocery landscape? (3:08) Strategist sees echoes of the 1987 crash in this market. (3:58)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Dive Into Dividends: 14 Must-Have Stocks When Markets Dip
McDonald's raises dividend by about 10% to $1.67 a share
Citigroup begins reviewing employees for layoffs, reassignments
Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry (BB) will IPO internet of things unit. (01:29) UAW strike update: Ford (F) announces more layoffs; GM puts cost at $200M. (03:11)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Alibaba logistics hub in Belgium on watch amid espionage fears - report
Clorox details financial impact of cybersecurity attack
Tobacco stocks may face a test if the UK youth smoking ban gains steam
AT&T said to start evaluating options for hefty DirecTV stake
SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see oil prices falling to $70. (1:57) UK aims for a smoking-free generation with new rules. (4:10)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Correction could be coming for mega caps - Wells Fargo
Private sector job growth slows markedly in September: ADP Jobs Report
Tilray touts diversification after Q1 revenue beat
Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to separate Programmable Solutions Group as standalone biz. (01:36) Amazon allegedly used algorithm to boost prices - WSJ. (03:03)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Apple downgraded at KeyBanc on valuation, potentially slow US sales
Molson Coors plans to boost its beyond beer business, launch new buybacks
Meta said to lay off Reality Labs silicon unit
The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier to find fake engine parts. (2:27) U.S. shale producers won't drill even if oil hits $100/barrel. (3:34)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Job openings unexpectedly climb in August, snapping downward trend
Canaccord Genuity says that the stage is set for a bounce given oversold market conditions
Eli Lilly to acquire Point Biopharma in $1.4B deal
GM, Stellantis (STLA) on hook for $9.5B in fines under fuel economy proposal - report. (00:28) McDonald's (MCD) and Wendy's (WEN) win a hamburger legal battle while Burger King preps for trial. (01:40) WeWork (WE) skips $95M interest payments as it looks to negotiate with lenders. (03:02)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
DraftKings, FanDuel see huge increases in Travis Kelce prop bets
Microsoft CEO testifies that Google will expand search dominance with AI
Cleveland Fed's Loretta Mester sees one more rate hike this year
October is traditionally strong for stocks, but it's no sure thing. (0:15) Goodbye, Kellogg (K). (3:13) Will a Tesla Cybertruck arrive in Q4? (3:45)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
'Hey above-median spender' - Jefferies highlights software/net picks
Nvidia rises, EU says no 'formal investigation' into AI after French raid
Datadog rises as Piper Sandler upgrades, citing stability,' boost from AI
Student loan payments resume. What does it mean for the economy? (00:23) Tesla (TSLA) rolls out updated Model Y in China; starting price unchanged. (01:15) Cigna (CI) to pay $172M to resolve Medicare overpayment claims. (02:19)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Syndax Pharmaceuticals, Coinbase Global and more
Apple to take action on overheating iPhone 15s
Macau's Golden Week starts off strong in potential catalyst for the broad Chinese economy
Catalyst watch for the week of October 1. Seeking Alpha Senior Executive Editor Kim Khan on a notable catalyst for the week, Nonfarm Payrolls. (00:26) He also takes note of the research that evaluates how today’s market compares to the 2018/2019 government shutdown. (02:34) Julie gives a brief earnings preview of Constellation Brands (STZ). (01:37)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Catalyst Watch: Tesla deliveries, Google event, Kellogg spinoff, Amgen drama and Ether ETFs
Amazon, Disney, Boeing boosted in Wells Fargo Signature Picks portfolio
Why this shutdown selloff looks different
U.S. Government Shutdown Makes It Likely The Fed Is Finished Hiking
Rate environment today 'rhymes with 2008' - J.P. Morgan's Kolanovic
The Fed’s favorite inflation gauge falls below 4% for the first time in two years. (0:15) Bill Ackman says keep shorting Treasuries after worst month this year. (2:07) GameStop’s Cohen calls for ‘extreme frugality.’ (4:10)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Stocks in midst of worst seasonals, but things look up for Q4 - Goldman
Blue Apron skyrockets 121% after landing buyout offer from Marc Lore's Wonder Group
Nvidia offices in France raided over suspected anti-competition practices
Nike (NKE) rises on profit beat; China sales miss estimates. (00:23) Exelon (EXC) to pay $46.2M penalty to settle SEC fraud charges. (01:26) Tesla (TSLA) and Chipotle (CMG) are sued separately by the EEOC for civil rights violations. (02:24)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
House Speaker McCarthy snubs Senate plan to avoid government shutdown
News-heavy Amazon closes at the same exact price three days in a row
Fed Chair Jerome Powell emphasizes education's role in the economy
Shares rise as meme crowd favorite Cohen takes GameStop (GME) top spot. (0:15) ChatGPT goes real time. (2:55) S&P ETF is the most oversold it’s been in a year. (3:25)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Rate environment today 'rhymes with 2008' - J.P. Morgan's Kolanovic
Pending home sales in August sink 7.1% to lowest since 2020
Workday stock falls 10% after subscription revenue forecast seen below estimates; unveils AI Marketplace
Las Vegas hospitality workers vote for strike against hotels, casinos. (00:25) Johnson Controls (JCI) hit with data breach, ‘massive ransomware attack’. (01:17) Evergrande (EGRNF) stock trading suspended in Hong Kong as chairman under surveillance. (02:01)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Peloton, Micron Technology and more
Meta Platforms shows off Quest 3 headset, AI updates, as the face race heats up
Morgan Stanley’s top picks for high dividend-paying industries
Exercise shocker: Lululemon and Peloton enter broad strategic partnership
Bank of America CEO still expects soft landing as consumer spending stays strong
Crude stocks at Cushing, Okla. hit their lowest level in 14 months. (0:15) Hollywood writers set to return to work. (3:37) Here's why a government shutdown could be even worse for stocks than 2018. (4:50)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Durable goods orders unexpectedly tick up in August
NextEra Energy Partners cuts long-term growth outlook roughly in half
Costco is defended by bulls despite staying quiet on membership fee increase
Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss existing share sale, valuing it at $90B. (01:37) Intel (INTC) German plant reportedly having difficulty hiring. (02:20)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
DuPont opens new adhesives manufacturing facility in China
Costco drops after the close; Co. beat quarterly profit, sales estimates
Jabil to divest Mobility business to BYD Electronic for $2.2B
China Evergrande chairman reportedly under police watch, stock drops 19%
Ford (F) pauses construction on giant electric vehicle battery plant in Michigan. (00:26) Costco (COST) members get access to online medical visits in Sesame deal. (01:20) Government shutdown will be 'credit negative' on U.S. sovereign rating: Moody's. (02:03)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
World not ready for Fed rate rising to 7%, warns JPMorgan's Jamie Dimon
Taiwan Semiconductor reportedly moves up packaging orders for AI demand
3M weighs whether to restart PFAS manufacturing at factory in Belgium
Studios, writers reach tentative agreement to end strike. (00:23) Apple (AAPL) to boost India production over five times to $40B - report. (01:21) Rite Aid (RAD) reportedly could close up to 500 stores as part of bankruptcy. (01:57)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Thinking of buying a used EV? Think very, very carefully
Once-hyped NFTs now are largely worthless, study finds
Amazon, Google, Microsoft could be required to disclose cloud customer info
Republicans divided on stopgap spending bill as U.S. govt shutdown looms
Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:40), sussing out the real market narrative (7:00), technical levels and the 10-year (14:00).
Transcripts on Seeking Alpha
Show Notes:
SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems
SPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)
Market Crosswinds And Nasdaq Looking Better Than Dow
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.
Rob Isbitts shares why the stock market has been resilient; T-Bills' tough competition (0:35) the salient 10 year yield (9:30) and bright spots in oil and uranium (15:20).
Transcripts on Seeking Alpha
Show notes:
SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems
Market Crosswinds And Nasdaq Looking Better Than Dow
Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong Buy
Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?
Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio
Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts
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.
U.K. issues preliminary approval for Microsoft-Activision merger. (00:26) Kevin McCarthy's third attempt to avert government shutdown fails. (01:02) Detroit automakers could face expanded strike as negotiations continue. (02:24)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
FAA alert warns of GE jet engines with unapproved parts
FTX founder Sam Bankman-Fried to stay behind bars ahead of trial - report
Canada's Stelco weighing bid for US Steel - Bloomberg
FedEx (FDX) rises after the close on strong results, estimates. (00:28) Cleveland-Cliffs (CLF) refuses to sign standstill agreement with US Steel (X) - report. (01:51) MGM Resorts (MGM) says operations have recovered from organized hacking attack. (02:41)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Hollywood strike may end soon as writers, studios return to bargaining table
Toshiba set to end 74-year run as listed firm as $13.5B buyout concludes
KB Home Q3 earnings reflect steady demand, but average sales price slips
The Federal Reserve kept interest rates on hold as expected. But the summary of economic projections showed median expectations for two fewer rate cuts in 2024. The 2-year Treasury yield hit levels not seen since 2006.
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Play-by-play of Fed Chairman Powell's press conference
Klaviyo prices IPO at $30 a share. (00:27) Uber (UBER) may be forced to hike prices by 40% if EU gig work rules passed - report. (01:19) Exxon (XOM) working on direct air capture technology, not EV charging stations. (02:16)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Instacart, ARS Pharmaceuticals and more
A single oil trader is sparking a price run-up for U.S. physical crude - Bloomberg
Disney slips after move to double Parks investments to $60B
Philip Morris evaluates selling stake in pharmaceuticals unit - report
Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the whole Treasury market at risk? (3:25) Two metals look vulnerable to the UAW strike. (4:27)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
Housing starts plunge more than expected in August as mortgage rates stay high
Amazon, Alphabet, Meta top tech names at Wedbush on AI growth
Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at the high end of range, gets $10B valuation. (01:33) Carrier (CARR) reportedly explores listing commercial, residential fire unit. (02:29)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Wall Street Breakfast Survey
UAW to strike at more factories if 'serious progress' not made by Friday
Pepsi stands to lose as Burger King said to negotiate with Coke: Report
Amazon considers new subscription programs: Report
Nike earnings are next week - analysts expect a rough update
U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales of new iPhones tracking well. (1:47) U.S. offshore wind farm projects in jeopardy. (2:34)
Episode transcripts seekingalpha.com/wsb.
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.
Show Notes
As IPO market normalizes, watch out for valuations - Goldman
PayPal cut to Market Perform at MoffettNathanson on lackluster gross profit view
Builder sentiment dips in September, trailing consensus, amid high mortgage rates
Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hopes to crash holiday sales party. (01:35) U.S. home purchases scrapped at highest rate in 10 months - Redfin. (02:45)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Alibaba plans to invest $2B in Turkey - report
Biggest stock movers today: Nikola and Alteryx
Federal Reserve expected to keep rate unchanged — then what?
UAW strike: White House team to reach Detroit this week; Stellantis offer rejected
Ferrari and Puma renew their partnership
Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the big event of the week, the 2-day FOMC meeting. (00:22) Julie gives a brief earnings preview of FedEx Corporation (FDX). (02:56) Kim gives an investor and fan analysis of Manchester United (MANU). (04:20) Listen for how he argues that the team was never for sale and compares it to a former department store.
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Catalyst watch: Microsoft, Amazon, Oracle, and Intel to Hold High-Profile Events
The Fed Decision Preview: A Premature Pause Is Likely To Be Punished
Manchester United: Assessing Takeover Potential Amid Market Buzz
FedEx: An Industrial Stock Poised For Capital Appreciation
Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32) Uranium prices soar. (3:05)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Three stocks strategies heading into Q4 from Goldman
GE’s stock advances as CFO sees Q3 results at high end of guidance
UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B offer for ABC, other Disney (DIS) networks - report. (01:58) P&G (PG), J&J (JNJ), Walgreens (WBA) face class action suit over cold medicine drug. (03:17)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
California reaches $93M settlement with Google over violations of location privacy
Lennar fiscal Q3 earnings beat even as average home prices slip
Arm Holdings jumps 25% in market debut for a valuation of $68B
WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08) ECB hikes to an all-time high of 4%. (3:23)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Robotic and AI equity performance is rising, creating opportunities for productivity growth
UAW eyes targeted strikes at auto plants in first wave of labor walkout
Producer prices rise more than expected in August
Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier not seen driving revenue in short-term, CFO says. (01:54) French regulator orders Apple (AAPL) to withdraw iPhone 12 model due to high radiation levels. (02:39)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
CrownRock exploring potentially biggest U.S. oil and gas sale in three years - Reuters
FTX gets green light to sell $3.4B in bitcoin, ethereum, solana
Google lays off hundreds from recruiting team: Report
Hackers in the casino: MGM Resorts sees ongoing disruption while Caesars pays a ransom
Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14) Here comes the GameStop movie. (3:35)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Fund managers finally embrace U.S. stocks
American Airlines lowers profit guidance to adjust for new labor contract, higher fuel price
Advance Auto Parts slides after S&P downgrades debt to junk status
Apple (AAPL) unveils watch operated by finger movements, iPhone 15, titanium casing. (00:29) Workhorse Group (WKHS) pops after landing IRS approval for commercial clean vehicle credit. (01:58) California Senate passes bill requiring large companies to report carbon footprint. (02:43)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Birkenstock files for IPO in New York
Amazon to hike wages for contract delivery drivers - report
BP says CEO Looney resigned after failing to reveal relationships with colleagues
The GameStop meme story hits the big screen
IEA says peak oil, coal demand hits before 2030. (0:15) Amazon (AMZN) strikes carbon capture deal with Occidental (OXY). (1:20) United States v. Google begins. (3:21)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Morgan Stanley sees steady CPI to keep Fed on track
A major U.S. auto strike is two days away - here is the latest
Oracle falls ~10% after revenue miss but Street remains positive on growth story
MGM Resorts is on watch after cyberattack impact rolls into day two
WestRock (WRK) jumps on Smurfit Kappa (SMFTF) merger to create $20B packaging giant. (00:28) JPMorgan (JPM) CEO Jamie Dimon slams Basel III endgame proposal. (01:34) Paramount (PARA) parent strikes deal with lenders to refinance debt - report. (02:31)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
August CPI headline inflation to rise on oil surge, core CPI expected to receded
Stratasys rejects revised offer from 3D Systems
Tesla, suppliers expected to invest $15B in Gigafactory Mexico - report
Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Instacart aims for $7.8B valuation in IPO
Copper bounces from three-week low as Chinese currency gains vs. dollar
Qualcomm pops as Apple extends chip supply agreement until 2026
Barclays warns that a global slowdown is on the horizon
Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM) nears deal to buy Hostess Brands (TWNK) - WSJ. (01:26) Tesla (TSLA) is a top pick at Morgan Stanley with Dojo called a $500B wildcard. (02:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Tesla and Crinetics Pharmaceuticals
FDIC says it could have done more to warn First Republic Bank of rate risks
Apple's big event may be 'quiet.' Why Wall Street thinks that's a good thing
Kenvue shares may gain after FDA comments in Tylenol-Autism warning label lawsuit
Chris DeMuth Jr. talks about investing in 2023, the current state of the market (0:30) and why he likes the energy sector, especially oil and gas (4:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Chris' investing group, Sifting The World
Show links:
Putting The G In ESG With GasLog
Chris DeMuth's State Of The Markets January 2023
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29) Apple (AAPL) slips again on China worries; issue is 'way overblown,' analysts say. (02:01) SEC investigating Ryan Cohen's Bed Bath & Beyond trades - WSJ. (03:11)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Smith & Wesson Brands, Hudson Pacific Properties and more
Federal Reserve likely has more work to do, Dallas Fed's Lorie Logan says
Federal Reserve's policy rate is in "a good place' right now, NY Fed's Williams says
Fresh round of job cuts coming for Goldman Sachs underperformers
C3.ai (AI) says will not be profitable in Q4 of fiscal year 2024. (00:29) Alibaba (BABA), Baidu (BIDU), Tencent (TCEHY) top picks at CLSA as firm sees trio leading AI innovation. (01:33) AMC sees largest drop since 2021 on plan to sell up to 40M shares. (03:00)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: WestRock, BlackBerry, C3.ai and more
Apple slips as China reportedly orders government agencies to stop using iPhones
U.S. Senate confirms Lisa Cook for full 14-year term as Federal Reserve Governor
SAP will acquire LeanIX, an architecture management software
WestRock in talks to merge with Smurfit Kappa - WSJ
Oil jumps to 10-month high as Saudi Arabia, Russia prolong cuts in output. (00:31) Enbridge's (ENB) falls on deal to buy 3 utilities from Dominion (D) for $14B. (01:30) Kroger (KR), Albertsons (ACI) in talks to sell grocery stores to C&S Wholesalers - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Enbridge, AeroVironment and more
Abbott acquires Bigfoot Biomedical, furthers growth of personalized solutions for diabetics
FTC expected to file antitrust lawsuit against Amazon later this month - report
Healthcare services provider Syra downsizes proposed IPO to $6M
Zoom CEO says FTC should look into Teams bundling in US
AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley. (00:33) Thoma Bravo in advanced talks to purchase NextGen Healthcare (NXGN)- report. (01:44) Nestle-partnered (NSRGY) weight loss capsule succeeds in pivotal trial. (02:15)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
IPO Roundup: Arm Holdings, Prospect Energy Holdings and more
Looking to stay in NYC for a visit? Good luck using Airbnb
Trip.com Q2 topline shows a 180% jump
Tesla's China-made EV sales surge in August
A rise in the unemployment rate with participation rising points to a looser labor market. (0:15) Stocks set to gain for the week after a down August where oil was a rare winner. (1:27)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Walgreens Boots CEO Rosalind Brewer resigns
Li Auto deliveries rose 663.8% Y/Y in August
NIO delivers 19,329 vehicles in August
23andMe (ME) rises on FDA clearance to report more genetic variants. (00:26) UPS offers some pilots an early retirement package. (01:12) Bernstein says reclassifying cannabis as Schedule III not preferred outcome. (01:47)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Fresh stimulus from China to bolster crisis-hit property sector
Aditxt stock drops 48% on $10M private placement
Li Auto sales rose 663.8% Y/Y in August
Ford Motor offers UAW workers a 15% combined wage raise
The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation gauge ticks up year-on-year. (1:46) U.S. expands AI chip shipment curbs. (4:14)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Charts favor three heavily-shorted REITs - BTIG
Discounter pain: Dollar General peels off 14% after guidance cut; Dollar Tree and Five Below also fall
Palantir dips after Morgan Stanley cuts rating
Salesforce (CRM) jumps as Q2 results top expectations, raises guidance. (00:31) CrowdStrike (CRWD) slips even as Q2 results surpass estimates, raises guidance. (01:28) Baidu (BIDU) among first companies to get China nod for AI models -report. (02:33)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
Biggest stock movers today: Salesforce, UBS, Okta and more
Sam Bankman-Fried lawyers push for fraud trial delay
Toyota restarts Japan assembly lines after production system malfunction
Tesla under DOJ investigation for building Musk a glass castle
Cannabis stocks rally amid reports DEA may reclassify drug as less risky
GDP and inflation are revised down, prompting more dovish bets. (0:15) ATM fees hit a new record. (3:05) Burger King’s Whopper will be on trial. (3:32)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Quits rate, not openings, hints at a peak in the business cycle
U.S. airlines are expected to see record traffic over Labor Day weekend
Texas Instruments falls as Bernstein downgrades on revenue, margin concerns
Grayscale wins court ruling over SEC's denial of Bitcoin ETF; Coinbase (COIN) jumps. (00:28) Hurricane Idalia may lift construction stocks in shorter term: Citibank. (01:58) Planet Fitness (PLNT) expands pricing pilot to more states. (03:06)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: Ambarella, HPQ, Box and more
JOLTS shows megacaps are still mega-dependent on the Fed
VinFast Auto plunges on market cap reality check
Amazon's CEO: Come back to the office or else
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report
EV maker NIO feels the pinch of lower prices on margins. (0:15) Job openings drop to lowest level in more than 2 years. (1;28) The first 10 Medicare Part D drugs chosen for price negotiations. (3:36)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
NIO in charts: Q2 deliveries disappoint amid shift in market preference to Sedans from SUVs
Jefferies picks a baker's dozen of top small and midcap stocks
AT&T, Verizon get rating upgrades at Citi
Best Buy gains after posting better-than-feared Q2 earnings report
American Airlines (AAL) is hit with the largest fine ever for breaking tarmac delay rules. (00:27) Toyota (TM) halts production at all factories in Japan. (01:17) Amazon (AMZN) hikes free shipping minimum to $35 to match Walmart's (WMT) requirement. (02:36)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
Biggest stock movers today: Jackson Financial, UP Fintech and more
Meta, Google, others said to meet with Sen. Schumer on AI next month
Summer of strikes: Why is labor rising across the U.S.?
3M board approves $6B settlement for combat earplugs
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report
Property developer China Evergrande loses 80% of its value as it resumes trading. (0:15) Under Armour (UAA) gets a vote of confidence. (2:05) Danaher to pay $5.7B for UK’s Abcam. (2:56)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Hedge and mutual funds rotate from tech; see the stocks they love and shun
Kimco to acquire RPT REalty in $2B all-stock deal
MongoDB rises as Citi expects 'more impressive' results than competition
XPeng (XPEV) enters a strategic partnership with DiDi Global (DIDIY) that includes buying its smart car arm. (00:30) 3M (MMM) agrees to pay more than $5.5B in settlement over military earplugs - report. (01:29) Jabil (JBL) to sell China manufacturing business in $2.2B deal. (02:26)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
Biggest stock movers today: XPeng, VinFast and more
Raimondo in China to discuss U.S.-Sino bilateral relationship
Databricks in discussions to raise funds at $43B valuation - report
Wall Street lists potential targets for Medicare drug price negotiations
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report
Catalyst watch for the week of August 27. Seeking Alpha Senior Executive Editor Kim Khan on the core PCE price index and the August jobs report. (00:22) Julie gives a brief earnings preview of CrowdStrike (CRWD) and Salesforce (CRM). (03:05) Kim also shares insight behind the euphoria fading following Nvidia’s (NVDA) second-quarter results and guidance. (04:32)
Episode transcripts seekingalpha.com/wsb.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.
Show links:
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report
Federal Reserve is prepared to hike rates more if needed: Powell at Jackson Hole
Nvidia: Quick Takes On Monstrous Q2 2024 Earnings Beat
CrowdStrike checks 'solid,' Q2 results may show seasonality: Barclays
Salesforce checks show 'stable to improving' demand, Wells Fargo says
Jay Powell plays it safe, leading to large swings in stocks. (0:15) Investors ramp up bets against Disney as it hits 9-year low. (2:21) The S&P is flashing a correction signal not seen since the early 2003s. (3:51)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Six countries invited to join BRICS, including Saudi Arabia
Netflix rises as Loop Capital upgrades on valuation, improving fundamentals
Meta launches AI model for coding
New Maui County lawsuit alleges Hawaiian Electric's (HE) negligence caused wildfire. (00:34) DoJ sues SpaceX (SPACE) for hiring discrimination against asylum seekers, refugees. (01:49) Ukrainian pilots to start F-16 (LMT) training in U.S. soon. (03:00)
Episode transcripts seekingalpha.com/wsb. 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.
Show links:
Biggest stock movers today: Hawaiian Electric, Affirm Holdings and more
Agape ATP upsizes proposed offering to $7m, seeks Nasdaq uplisting
Toronto-Dominion Bank under DOJ probe related to anti-money laundering practices
iRobot sets Oct. 12 for new holder vote on revised deal with Amazon
Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from overnight Nvidia enthusiasm. (1:37) Wells Fargo like the look of ‘uber caps.’ (4:55)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Initial jobless claims fall for second week in a row
Rocket Lab rallies after 40th Electron mission includes reusing an engine
Snowflake pops as Q2 results show consumption 'stabilizing,' some 'green shoots'
Nvidia (NVDA) soars as Q2 earnings, guidance smash estimates; unveils $25B buyback. (00:27) Jerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield comments. (01:41) Boeing (BA) sees new production issue on 737 MAX - report. (02:53)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: NVIDIA, Splunk, Groupon and more
LVMH, Ferrari, Ralph Lauren, Mercedes-Benz are listed in the new Luxury ETF: LUXX
SpaceX reportedly working with Cloudflare to boost Starlink
CVS Health launches biosimilars business, with Humira rival as first product
Goldman Sachs putting pressure on workers not in the office 5 days a week. (0:15) Foot Locker (FL) plunges after suspending its dividend. (2:08) Morgan Stanley highlights AI trends to watch. (3:39)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Five metrics for AI trendspotting
Peloton falls 30% on a lowered forecast as turnaround proves to be elusive
Mortgage applications fall by ~4%, reportedly to lowest level in 28 years
Deep FTC probe of Qualcomm (QCOM) auto-chip deal reportedly on deck for Wednesday. (00:32) VinFast (VFS) has the 3rd highest auto market cap - SA analysts say Sell while Wall Street is quiet. (01:35) Goldman Sachs (GS) said to urge staff to work from office five days a week. (03:09)
Episode transcripts seekingalpha.com/wsb.
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.
Show links:
Biggest stock movers today: AMC Entertainment, Manchester United, VinFast Auto and more
Retail's true crime story: Top execs say rise in theft is cutting into earnings
Manchester United jumps on report sale may be announced next month
U.S. lifts restrictions on 27 Chinese companies ahead of Commerce Secretary trip
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters
Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-rising bond yields. (3:11) Dick’s Sporting Goods (DKS) spooks the sector with guidance cut. (4:52)
Episode transcripts seekingalpha.com/wsb
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.
Show Notes
Nvidia Is Poised For Another Earnings Blowout
Nvidia Q2: Party May Be Over
Medtronic raises guidance as Q1 results exceed forecasts
JPMorgan continues to ring the alarm of sticky inflation
Arm (SFTBY) files IPO, set to trade on Nasdaq. (00:26) Tingo (TIO) postpones Q2 results yet again after Hindenburg short report, stock -27% after hours. (01:26) S&P downgrades 5 regional banks amid higher for longer rates, asset quality risks. (02:13)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Fabrinet and Tingo Group
Zoom Video returns to revenue growth in FQ2, stock rises more than 4% after hours
Los Angeles-area refineries come through hurricane mostly OK - Reuters
FDA approves Pfizer's RSV vaccine as maternal immunization for babies
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters
J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up again as its earnings approach and the 10-year yields hits a 52-week high. (1:26) See what J.P. Morgan’s AI sentiment model says. (4:06)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
J.P. Morgan AI model shows sentiment sour on Fed and taxes, fading on buybacks
Medical Properties Trust slashes dividend to strengthen balance sheet
Palo Alto Networks pops as Wedbush calls Friday night call 'water under the bridge'
European natural gas prices jump as Australia LNG workers poised to strike
Marsh & McLennan (MMC) reaches $450M deal for Australia's Honan Insurance. (00:32) Bill Ackman, Boaz Weinstein reportedly make rival $12/share offer for Sculptor Capital (SCU). (00:59) Shipping wars: Amazon (AMZN) restarts service that competes with FedEx (FDX) and UPS. (2:02)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Palo Alto Networks and Napco Security Technologies
Jerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield comments
China cuts one-year loan prime rate to record low of 3.45%
DuPont near deal to sell resins unit for $1.8B - report
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters
Steven Cress, head of Quantitative Strategy at Seeking Alpha, joins Kim Khan to discuss the current stock market landscape and how it’s shifted from the 1st half surge (0:25). Market rotation and more breadth - are we in a stock picking environment? Quant Ratings' top picks for H2 2023 (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress
Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Top 10 Stocks For H2 2023
2 Stock Buys That Leverage ChatGPT And Generative AI
Quant Investing: How To Beat The Market With Math
Catalyst watch for the week of August 20. Seeking Alpha Managing News Editor Kim Khan on the significance of r-star and what investors can expect from the Jackson Hole Economic Symposium. (00:22) Julie gives a brief earnings preview of Nvidia (NVDA). (04:28) Kim also shares insight behind 13F filings from Warren Buffett’s Berkshire Hathaway (BRK.B) and Michael Burry. (05:48)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters
Lowe's: A Stable Player With A Lot Of Margin For Improvement
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2023 Update
Nvidia: Don't Be The Greatest Fool
Jackson Hole 2023 Preview: Expect High Rates For Longer
U.S. home sales see first monthly slump since April while long-term mortgages exceed 7%. (00:34) China Evergrande (EGRNF) files for Chapter 15 bankruptcy in New York. (01:58) CVS Health (CVS) says no near-term impact from PBM contract loss. (02:24)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Farfetch, Ross Stores and more
Instacart plans for IPO as soon as next month - report
Ford, South Korean firms to build $886M EV battery materials plant in Quebec
U.S. to impose tariffs on tin-plated steel imports from China, Germany, Canada
Some Fed officials favored maintaining rates in July; most open to hikes ahead: FOMC minutes. (00:27) BAE to buy Ball Aerospace (BALL) for $5.55B to boost space, defense capabilities. (01:31) Johnson & Johnson (JNJ) finalizes an exchange ratio in Kenvue (KVUE) split-off. (02:28)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Avnet, Wolfspeed and more
Hawaiian Electric in talks with financial restructuring professionals - WSJ
Tesla gets big Texas win with charging mandate
Tyson Foods eyes sale of China poultry business - report
Intel (INTC) axes Tower Semiconductor (TSEM) acquisition after not getting China nod. (00:22) Electric vehicle maker Vinfast (VFS) skyrockets in Nasdaq debut. (01:08) First Solar (FSLR) slides after audit finds forced labor in Malaysian factory. (02:03)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Tower Semiconductor, DLocal Limited and more
Phillips 66 to lay off 275 office workers in latest cost-cutting move
Silvergate Capital CEO to depart in next phase of crypto bank's wind-down
Esmark CEO says he has cash for U.S. Steel deal
Consumer spending confounds expectations in July, with an Amazon (AMZN) assist. (0:15) Sea Limited (SE) tumbles after earnings. (2:40) More than 70 banks could face credit downgrades. (3:25)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Money managers boost risk, dump REITs to Lehman levels
Electric vehicle sticker shock: Tesla introduces cheaper versions of the Model S and Model X
Michael Burry's Scion shorts stock market in Q2, exits bank stocks
Home Depot sees comparable sales fall 2% as big-ticket demand lags
Warren Buffett's Berkshire (BRK.B) builds stakes in homebuilders DHI, NVR, Lennar (LEN.B). (00:28) Saudi Arabia, UAE said to buy 'thousands' of Nvidia (NVDA) GPUs for AI. (02:17) Catalent (CTLT) accused of misleading investors in shareholder suit. (02:48)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
'Barbie' rolls on, entering all-time top 20 U.S. movie grosses
Tesla launches cheaper Model S and X standard range versions
Ron DeSantis calls on Bob Iger to drop Disney lawsuit
UBS to pay $1.44B to settle financial crisis-era mortgage bond case
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings
Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia (NVDA) stock price looks attractive to Morgan Stanley. (2:05) PayPal (PYPL) confirms new CEO. (3:05)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Uber Crowded, Battleground and Sweet 16 stock portfolios from Jefferies
Hawaiian Electric facing scrutiny for not cutting power before Maui wildfires
Nikola falls sharply after recalling Class Tre battery-electric vehicles
TMC surges after pricing $27M offering of shares, warrants
U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23) Tesla (TSLA) trims prices of some Model Y versions in China. (01:33) Maui wildfires impact Hawaiian Holdings (HA), Host Hotels & Resorts (HST), and Hawaiian Electric (HE). (02:33)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Starboard Value boosts stakes in Wix.com, Humana, trims Salesforce
Student loan repayments to start up in October - Will it spark a recession?
Pharma under threat from bill to expand drug price negotiations
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings
Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Transcripts on Seeking Alpha
Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when retail sales and housing starts and permits numbers are released. (00:26) Julie gives a brief earnings preview of Walmart (WMT), Target (TGT), and Applied Materials (AMAT). (01:43) Kim shares insight on what investors may not have expected from Disney, the rationale behind the Disney+ price increases and the rumor that is not going away? (02:24)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings
Food prices outpace overall inflation again - will these stocks benefit?
Target is downgraded at Raymond James ahead of earnings
Applied Materials: Still Firing On All Cylinders
Walmart: The Bottom Could Fall Out If Inflation Levels Continue To Fall
The Walt Disney Company (DIS) Q3 2023 Earnings Call Transcript
Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point
Disney's quarterly revenues, streaming subscribers fall short of forecasts (updated)
Disney earnings call: More streaming price hikes amid pivot toward profits
Disney in charts: Key subscriber metrics stagnate
ESPN moves into sports betting, teaming with PENN on ESPN Bet
Disney Delivered Where It Mattered Most
Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Biden calls China a ‘ticking time bomb.’ (2:43) Treasury bonds are on pace for record inflows of cash. (4:29)
Seeking Alpha transcripts.
Show Notes
Dividend Roundup: Microsoft, Exxon Mobil, Kohl’s, FOX, and more
JPMorgan flags 4300 and 4200 as key technical levels for the S&P 500
Treasuries on pace or record year of demand, cash already there
Biden calls China a 'ticking time bomb' amid deflationary spiral, economic woes
Producer prices rise slightly more than expected in July
Tech can still outperform the S&P BMO screens for good bets
Microsoft's role in data breach to be part of US cyber probe - report
Medical Properties Trust slashed to Underperform at Raymond James
Archer Aviation soars after landing new investment, working out collaboration deal with Boeing
Taiwan Semiconductor's July net revenue jumps ~13% over June but falls short Y/Y
GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26) Supreme Court to hear arguments on Purdue Pharma $6B bankruptcy settlement. (2:04) Hawaiian Electric (HE) falls 12% in two days after deadliest U.S. wildfire in five years. (03:19)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: Archer Aviation, Maxeon Solar Technologies and more
Meta said to build only roughly 1,000 units of new AR glasses
DOJ requests more info on Amedisys, UnitedHealth merger
Aluminum prices seen rebounding with low global inventories, Century CEO says
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20).
Transcripts on Seeking Alpha
Show Notes
Inflation rises slightly less than expected Y/Y in July, but shelter prices stay strong
Finally, Disney Is Dirt Cheap
Why The Correction Could Get Worse
July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) quarterly revenues, streaming subscribers fall short of forecasts. (01:45) Alibaba (BABA) revenue expected to grow nearly 2% in Q1. (03:13)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: Plug Power, AppLovin and more
Kenvue set to join S&P 500
Coach owner Tapestry in talks to buy Capri Holdings - WSJ
Amyris files for Chapter 11 bankruptcy
Disney earnings call: More streaming price hikes amid pivot toward profits
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
Universal Music and Google in talks for artists to get paid for AI deepfakes. (0:15) WeWork could run out of cash by early 2024. (3:16) Is the stock market just delaying a recession? (4:21)
Read a transcript of this episode on Seeking Alpha.
Show Notes
Google, Universal Music working on licensing deal for AI deepfake songs
A 'Going Concern' Filing For WeWork
Roblox dives 19% as engagement, user growth disappoints
White House plans to restrict some U.S. investments in China
Wendy's slips after U.S. comparable sales in Q2 trail estimates
Canaccord Genuity says a recession is inevitable, it just may be further out
'Pure defensive' may be the stock trade of the rest of '23 - J.P. Morgan's Kolanovic
Wall Street Breakfast on Twitter
Sports betting shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanDuel's dominance. (00:28) Amazon (AMZN) is latest heavyweight in talks to anchor Arm IPO - report. (01:49) China's CPI falls for first time in over two years; PPI drops more than expected. (02:40)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: PENN Entertainment, WeWork and more
Rivian Automotive boosts full-year deliveries guidance
Holiday sales grab: Amazon plans to hold a major shopping event in October
Plug Power Q2 earnings on deck, what to expect
ESPN moves into sports betting, teaming with PENN on ESPN Bet
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
Moody’s cuts ratings on small- and midsize banks and puts six big lenders on watch. (0:15) Weight loss pill cuts heart disease risk by 20%. (3:28) Which stocks are loved by hedge funds and which are shunned? (4:14)
Read a transcript of this episode at Seeking Alpha.
Show Notes
Stocks most loved and shunned by hedge funds
Three stocks make the cut for Credit Suisse's 'Top of the Crop' list
Moody's downgrades U.S. banks on funding risk, office exposure; 6 big lenders on watch
Novo Nordisk weight loss drug cuts heart disease risk by 20%
UPS in charts: Revenue slips in all three segments
UPS tumbles after guidance is cut with a new Teamsters contract in the mix
Beyond Meat disappoints saying it will miss cash flow targets; shares fall
AMC Entertainment rallies after Q2 earnings shine, guiding for record revenue tally in July
Datadog tumbles ~20% after slashing FY23 revenue outlook
Wall Street Breakfast on Twitter
U.S. shelter inflation, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Dish Network (DISH), EchoStar (SATS) nearing deal to merge - report. (01:25) Tilray (TLRY) to buy eight beer brands from Anheuser-Busch (BUD) in bid to boost beverage portfolio. (02:04)
Transcripts available on Seeking Alpha
Show links:
Three stocks make the cut for Credit Suisse's 'Top of the Crop' list
Palantir rises as Q2 results meet estimates, raises full-year sales forecast
Lucid Group rises; on track to produce more than 10,000 vehicles this year
Electric bus maker Proterra tanks on bankruptcy filing, cancels earnings call
Amazon said poised to meet with FTC next week
Beyond Meat beyond disappoints saying it will miss cash flow targets; shares fall
Biggest stock movers today: Tilray Brands, Beyond Meat and more
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:15) Nearly half of Americans would try weight loss pills. (2:52) Morgan Stanley shakes up its dividend stock poftfolio. (4:20)
Read a transcript of this episode at Seeking Alpha.
Show Notes
See the full Morgan Stanley Dividend Equity Portfolio
Jefferies: ‘We think that a recession is almost inevitable’
Tyson Foods misses estimates, forecasts weak margins for beef, chicken
Sage plummets 46% after FDA declines zuranolone in major depression
Campbell Soup to buy Sovos Brands in $2.7B all-cash deal
Pratt & Whitney engine recall said to affect airline schedules: WSJ
Wall Street Breakfast on Twitter
Berkshire Hathaway (BRK.A) Q2 operating earnings drive up on strong insurance results. (00:27) Debt-laden Yellow Corp (YELL) files for bankruptcy after prolonged labor row. (01:41) Pollo Tropical (FRGI) restaurant chain to be sold in $225M deal - WSJ. (02:58)
Transcripts available on Seeking Alpha
Show links:
Pfizer alerts hospitals to drug shortages caused by damage to NC plant
Icahn Enterprises drops in after hours amid disclosure of SEC inquiry
Earnings week ahead: Disney, Palantir, Plug Power, Roblox, Rivian and more
Stocks most loved and shunned by hedge funds
Biggest stock movers today: Nikola and Yellow Corporation
Berkshire Hathaway Stock: Q2 Earnings Results Blew Away The Bears
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael Gayed's The Lead-Lag Report
Transcripts on Seeking Alpha
Show Notes:
QQQX: Time To Rotate If Bullish Tech
GHY: Global, But Wait For It
SDIV: Only If International Outperforms
QQQ: It's Time For The Nasdaq To Punish Recency Bias
USA: Value Tilt Could Cause Outperformance
Unpopular Opinion: The Bear Market Is Not Over
DGRO: A Great Fund, But Won't Be Spared In A Credit Event
Catalyst watch for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when CPI and PPI are released. (00:25) Julie gives a brief earnings preview of Alibaba (BABA), Disney (DIS), Palantir (PLTR) and UPS. (02:26) What do the experts say about how investors should view the Fitch U.S. ratings downgrade? (03:56)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
Palantir: Time For A Breakout Q2
Palantir: Be Fearful When Others Are Greedy (Rating Downgrade)
Disney: Arrival Of Mayer And Staggs Shouldn't Be Overplayed
Walt Disney: A Little Magic Heading Our Way
UPS' labor deal with the Teamsters goes to a vote with rank-and-file employees
UPS: Still Not Appealing EnoughAlibaba: Easier Comps Can Deliver Earnings Surprise
Time To Build A Position In Alibaba (Technical Analysis)
JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'
Investors question timing on Fitch downgrade, see U.S. keeping 'safe haven' status
United States loses top rating at Fitch; long-term IDR cut to AA+ (updated)
Nonfarm payrolls come in light with down revisions but the jobless rate falls to 3.5%. (0:12) Fortinet (FTNT) stock hammered. (3:03) Why it may be too soon to throw in the recession towel. (4:00)
Read a transcxript of this esisode at Seeking Alpha.
Show Notes:
U.S. jobs growth in July comes in lower than expected, unemployment falls further
As we watch payrolls, is the Fed watching hours worked?
Dividend Roundup: IBM, Walmart, BP, Kimberly-Clark, and more
Roth MKM still sees recession as likely -- maybe before the end of 2023
Fortinet plummets as analysts express concerns after full-year guidance cut
Tupperware stock surges 51% before the bell on debt restructuring deal
Wall Street Breakfast on Twitter
Labor market strength seen persisting in July with some signs of weakness (0:20), Apple slips and Amazon jumps after earnings (4:00) utilities tumble while natural gas rises (8:00).
Transcripts on Seeking Alpha
Show Notes:
Labor market strength seen persisting in July with some signs of weakness
Apple slips even as Q3 results top estimates, aided by Services strength
Apple Inc. (AAPL) Q3 2023 Earnings Call Transcript
Amazon jumps after the close as revenue, operating income beat
Amazon.com, Inc. (AMZN) Q2 2023 Earnings Call Transcript
Apple, Samsung pause laptop imports in India after sudden restrictions - report
Utilities tumble as 10-year yield hits another nine-month high
Nasdaq, S&P, Dow futures rebound ahead of July jobs report
Natural gas jumps as small storage injection trims inventory surplus
Wall Street Breakfast on Twitter
Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries drop to 2023 low. New names in the BofA Alpha Surprise Portfolio.
Read a transcript of this episode at Seeking Alpha.
Show Links
Labor productivity turns in strong gain in Q2, labor costs rise less than expected
DXC Technology slumps 25% after Q1 results bring rating cuts at Wall Street
ConocoPhillips slips after Q2 miss, raises full-year production guidance
Qualcomm stumbles as analysts question guidance, 'structural uncertainties'
Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2
Apple (AAPL) Q3 preview: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on upcoming results: Earnings preview. (01:28) JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'. (02:25)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: Upwork, PayPal, Qualcomm and more
American Well down 6% on earnings, 2023 revenue outlook cut
PayPal stock slides after in-line Q2 earnings, active accounts number slips
Shopify's sales beat; shares fluctuate postmarket
Airbnb earnings preview: Reporting amid a busy season, and after a tough warning
Costco July net sales jump nearly 5%, comparable sales rise 2.5%
Salesforce said to lay off more employees after January's purge
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?
U.S. scraps offer to buy 6 million barrels of crude for the SPR (0:15). ADP jobs report exceeds expectations in July. (1:57) Arm eyes $60 billion IPO next month. (3:52)
Read a transcript of this episode at Seeking Alpha.
Show Links
Morgan Stanley bear Wilson sees a 2019-like rally this year
U.S. Treasury boosts quarterly refunding sales for first time in over two years
JPMorgan sees no soft landing as equity multiples are too high
BofA revises its U.S. outlook to favor a soft landing
Yum Brands gains after KFC does the heavy lifting in Q2
Pinterest slips even as Rosenblatt upgrades after strong Q2 results
Kraft Heinz sees consumers push back on pricing in Q2
CVS Health in restructuring mode amid hit to Q2 bottom-line
United States loses top rating at Fitch; long-term IDR cut to AA+. (00:25) Why did Teladoc (TDOC) stock fall today? Amazon Clinic (AMZN) goes nationwide. (01:21) Manchester United (MANU) falls on report takeover process is paused. (02:06)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: XPeng, Match Group and more
Starbucks talks China upside and customization trends on earnings call
Pinterest beats expectations for revenues, user growth in Q2
Caesars Entertainment slides post-market after reporting Q2 results
Paycom stock slips after Q2 earnings beat, but Q3 guidance disappoints
AMD earnings call: Execution on track, AI engagements surging
PayPal to report Q2 earnings
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?
BP misses Q2 top and bottom line estimates; initiates Q3 outlook. (00:25) Federal judge said to reject Ripple (XRP-USD) ruling on cryptocurrency. (01:34) CVS Health (CVS) to shed 5,000 jobs in cost-cutting effort - report. (02:24)
Transcripts available on Seeking Alpha
Show links:
Dell boosts generative AI offerings, expands Nvidia partnership
J&J falls after bankruptcy plan rejected for second time
Meta plans launch of AI bots with different personas in attempt to retain users - report
U.K. regulator seeks public input on Microsoft-Activision deal after new arguments
Pinterest earnings look-ahead: Watching ad spending
Uber Technologies earnings preview: Mobility tailwinds are expected to boost growth metrics
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?
Societe Generale says margins are where surprises are this earnings season. Ford (F) recalls over 870,000 new F-150 pickup trucks. BMO suggests "barbell strategy" for investors.
Read a transcript of this episode at Seeking Alpha.
Show Links
Play offense and defense with these barbell stock strategies - BMO
SEC asked Coinbase to delist all cryptos except bitcoin before lawsuit - report
SoFi Q2 revenue beats consensus as loan originations climb; boosts guidance
Pegasystems added to Wedbush's Best Ideas list after reporting Q2 results
New Relic jumps after agreeing to be sold to Francisco Partners, TPG for $6.5B
Arbor Realty gets double-downgrade at Piper to Underweight
Walmart (WMT) pays $1.4B to increase its stake in India's Flipkart - report. (00:26) Yellow Corp. (YELL) reportedly shuts down operations. (01:15) U.S. proposes to boost fuel economy standards for new vehicles to 58 mpg by 2032. (01:44)
Transcripts available on Seeking Alpha
Show links:
Disaster-prone areas are becoming a haven for those seeking cheaper homes - Redfin
Credit card delinquencies tick up, net charge-offs fall in June
RSV treatment market to surge past $9B by 2029
Biggest stock movers today: SoFi Technologies and Apellis Pharmaceuticals
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?
Matthew Tuttle and Rob Isbitts discuss the SPY rally and DIA vs QQQ (1:00), why investors should trade based on what they see, not what they think (3:30) and why tech giants' earnings are important to watch (12:15). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Transcripts on Seeking Alpha
Show Notes:
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
Wall Street Breakfast Catalyst Watch: Jobs Report, AAPL, MRK, SBUX Preview
Wall Street Breakfast Twitter
Catalyst watch for the week of July 30. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the nonfarm payroll report is released. (00:31) Julie gives a brief earnings preview of Apple (AAPL), Merck (MRK), and Starbucks (SBUX). (02:27) What impact does a labor strike have on the economy and how did Jerome Powell address this in his press conference? (04:13)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?
Earnings week ahead: Amazon, Apple, Pfizer, Starbucks, Uber and more
Starbucks: Why I Think The CEO May Be A Bigger Deal Than You Think
UPS signs tentative five-year deal with Teamsters to avoid a costly strike
New iPhone 15 likely to have wide camera 48MP sensor, top analyst says
Apple continues to gain ground in Chinese smartphone market
Apple: Playing Catch Up
Merck succeeds in Phase 3 trial for Keytruda in cervical cancer
Yellow Corp may file for bankruptcy this week as customers cut and run - report
U.S. Q2 GDP surges past consensus, helped by business spending
The Fed’s favorite inflation gauge adds to the cooling inflation evidence (0:15). Biogen (BIIB) buys a rare disease drugmaker (3:25). It has never been cheaper to hedge against S&P losses (4:55).
Read a transcript of this episode at Seeking Alpha.
Show Links
Employment cost index eases slightly more than expected in Q2
Dividend Roundup: Wells Fargo, Visa, IBM, Hasbro, and more
Exxon slips after Q2 miss; results helped by higher Permian, Guyana production
Palantir Technologies rises as Wedbush says it's on 'golden track to success'
Meta said to plan features to boost retention at Threads as more than half users quit
Procter & Gamble gains after organic sales, margins shine in FQ4
Chevron confirms Q2 results, expects annual production at low end of guidance
Intel (INTC) surges as Q2 results show PC rebound underway, strong guidance. (00:27) U.S. crude oil (CL1:COM) benchmark closes above $80 for the first time since April. (01:41) First Solar (FSLR) to invest $1.1B in new U.S. factory; posts strong Q2 earnings beat. (02:33)
Transcripts available on Seeking Alpha
Show links:
3D Systems targets Aug. 4 for completion of talks with Stratasys; calls offer 'best and final'
TC Energy to split in two with spinoff of liquids pipeline business
T-Mobile dips after revenue miss, but a beat-and-raise on customer growth
Digital Realty, TPG form joint venture for three Virginia data centers
Oatly crumbles after earnings miss, disappointing guidance
Ford rallies after hiking guidance, setting lofty EV targets
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Strong Q2 GDP further undermines the recession narrative. Everybody wants to go on a cruise. Which quant strategies have been the big winners so far?
Read a transcript of this episode at Seeking Alpha.
Show Links
Quant stock screens: BofA ranks its best and worst so far
Comcast pops as Q2 earnings powered by Mario, Peacock amid broadband weakness
McDonald's shows off global firepower by topping comparable sales estimates in all regions
Shell's Q2 earnings slashed by more than half but launches $3B buyback
BlackRock spotlights healthcare as an opportunity with recession talks in the air
Durable goods orders rise more than expected in June
Justice Dept., EPA reportedly investigate telecom companies over lead cables. (00:30) Meta earnings call: Reels ramps toward $10B/year, Threads models 'lean' success. (01:32) Yellow Corp (YELL) may file for bankruptcy this week as customers cut and run - report. (03:19)
Transcripts available on Seeking Alpha
Show links:
3M’s ‘forever chemicals’ settlement faces objections from 19 states
Tesla is being investigated by California on autopilot safety issues
Weight loss drugs excluded from WHO’s 'essential' medicines list
AWS reportedly has 'thousands' of customers trying out new AI service
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Seeking Alpha analysts look down the road for the Fed and markets. Amazon could face breakup FTC suit by next week. The case for not running with the bulls.
Read a transcript of this episode at Seeking Alpha.
Show Links
Bulls Are Partying Like It's 1999: Powell Tightens The Noose
The Fed May Not Be One And Done, But Has Even More Hikes To Come
The Fed Should Continue Hiking Past 6%
AT&T rises as cash flow, Q2 profits exceed expectations
Coca-Cola rallies after smashing organic revenue expectations, hiking guidance
Boeing’s stock rises as plane maker reports narrower loss
Thermo Fisher cites macro concerns after Q2 miss
One more Federal Reserve rate hike expected but hawks, doves differ on what's next. (00:33) PacWest (PACW) to merge with Banc of California (BANC) in all-stock deal. (01:18) UPS signs tentative five-year deal with Teamsters to avoid a costly strike. (02:29)
Transcripts available on Seeking Alpha
Show links:
Alphabet earnings call: Full speed on AI, with refocused teams
Microsoft slips even as Q4 results surpass estimates
Stellantis reports 1H results; reaffirms FY23 guidance
Meta Earnings look-ahead: Ad business and AI to be the catalyst for the quarter
Snap slides amid glum third-quarter forecast
Dish Network jumps, reportedly will sell Boost mobile service on Amazon
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Is there an AI bubble building in stocks or a cash generating machine? Verizon (VZ) maintains full-year forecast. Amazon (AMZN) and iRobot (IRBT) adjust terms of big merger.
Read a full transcript at Seeking Alpha.
Show Links
Look at free cash flow when evaluating AI companies - Citi
Disney falls as Atlantic Equities downgrades on TV, Disney+ worries
Consumer confidence climbs in July to highest level in two years
Meta ticks higher after New Street Research upgrades on AI efforts
RTX declines after disclosing Pratt & Whitney engine defect
3M reports Q2 loss with ‘forever chemicals’ settlement
General Motors gains after boosting guidance, hitting EV target
General Electric rises after Q2 revenue, earnings beat estimates
Disinflation could become a headwind - Morgan Stanley. (00:30) Adobe (ADBE) reportedly won't offer remedies to address EU concerns over Figma deal. (01:26) Kellogg (K) files SEC statement for splitting up as Kellanova and WK Kellogg Co. (02:28)
Transcripts available on Seeking Alpha
Show links:
Biden administration proposes new rules for residential water heaters
Gasoline futures hit highest since October after Exxon refinery outage
Alphabet Q2 earnings look-ahead: All eyes on new AI development
Apollo Global plans to make equity investment in PetSmart
West Virginia AG files brief asking Supreme Court to OK Mountain Valley Pipeline
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Vietnamese EV maker VinFast is ready to begin North Carolina plant. J&J launches Kenvue exchange offer. Are stock valuations justified amid rising rates?
Read a transcript of this episode at Seeking Alpha.
Show Links
Stock valuations are justified, even in the face of rising rates - Goldman
Tesla slips after UBS downshifts to a Neutral rating on the EV stock
Microsoft to get 'golden 1-2 punch' from cloud, AI, Wedbush says
Labor strike wildcard hangs over airline, automobile and package delivery sectors
AMC doubles after hours, APEs slide as settlement is rejected. (00:28) 'Barbie' (WBD) and 'Oppenheimer' (CMCSA) give jolt to summer box office. (01:16) U.S. Senate OKs legislation banning Strategic Petroleum Reserve sales to China. (02:06)
Transcripts available on Seeking Alpha
Show links:
GM, Ford revving up for solid results: Earnings preview
Restaurant earnings are coming - watch these stocks
Social media monetization? Elon Musk rebrands Twitter to 'X'
Biden administration moves to raise cost to drill on federal lands
AMC doubles after hours, APEs slide as settlement is rejected
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Victor Dergunov runs The Financial Prophet.
* (0:35) 25 basis point increase likely coming from Fed and already priced into the market
* (4:20) Cooling inflation and how macro picture is affecting earnings
* (11:00) Avoiding a textbook recession; looking for troubling signs
* (18:20) Favorite AI plays - the heavy lifters
This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Transcripts on Seeking Alpha
Subscribe to The Financial Prophet
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Catalyst watch for the week of July 23. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the Federal Open Market Committee meets. (00:21) Kim gives a brief earnings preview of Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META) and Alphabet (GOOG) (GOOGL). (01:23) Why did Netflix (NFLX) slip following its earnings report? (02:59)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Earnings week ahead: Microsoft, Google, Meta, Boeing, Coca-Cola and more
Post Q2 2023 Earnings, Netflix Still Looks Terribly Overvalued
Inside Netflix: New plans, new factors for subscriber growth
Retail buzz: Amazon sets Prime Day sales records
Amazon: AWS Is Rolling Over
Microsoft: Still The Cornerstone Of A Great Portfolio
Google: This FAANG Laggard Has Q2 Surprise Potential
Meta Q2 2023 Earnings Preview: Will The Turnaround Continue?
Hackers already deep into AI as Big Tech pledges cooperation with DC. Stock bulls face trouble without a soft landing. What big names go ex-dividend next week?
Read a full transcript of this episode at Seeking Alpha.
Show Links
Dividend Roundup: Bank of America, Ford, Pfizer, Kinder Morgan, and more
SLB slips after Q2 earnings top estimates but revenue misses
Sirius XM Holdings slumps as analysts downgrade after 'massive' run
XPeng is on watch after JPMorgan warns shares will go in reverse
FTC official withdraws internal suit over Microsoft, Activision merger
AI race in full swing as Google (GOOG) (GOOGL) goes into overdrive to power Gemini. (00:31) Trump SPAC Digital World (DWAC) jumps amid settlement with SEC. (01:57) Biden said to form team to avert future debt-limit standoffs. (03:02)
Transcripts available on Seeking Alpha
Show links:
Codexis streamlining operations, reducing headcount
SAP slumps after unveiling Q2 results, tweaking 2023 outlook
Tesla skids 10% after earnings disappoint; other EV stocks go in reverse
Sirius XM, heavily shorted, jumps 27% and triggers halts (updated)
Wall Street Breakfast newsletter
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown
Stocks may only be slightly better than bonds over the next decade. Exxon (XOM) plans on building a huge lithium facility in Arkansas. Barclays sees Nvidia (NVDA) earning $20 per share or more.
Read a full transcript of this episode at Seeking Alpha.
Show Links
Stocks set for 4% annual return over next decade, just edging bonds - Bernstein
AMD added to Wolfe Alpha List as firm expects earnings to rebound 'sharply'
Johnson & Johnson posts Q2 beat as Pharma, MedTech outperform
Abbott Q2 results top consensus as base business offsets COVID impact
Blackstone Q2 distributable earnings, beating consensus, fall as expenses rise
United Airlines rises after upping its forecasts; Q2 earnings beat estimates
American Airlines's record Q2 follows peers in strong quarterly reports
Microsoft said to be hit with second antitrust complaint over Teams
Initial jobless claims drop again
Existing home sales retreat more than expected in June
Philly Fed manufacturing rises less then expected in July
Netflix (NFLX) earnings call: Paid sharing key to ramping revenues in 2023. (00:28) Tesla (TSLA) investors size up margin crunch, deliveries update, FSD licensing. (01:43) Catalent (CTLT) gains after report of activist Elliott taking stake. (02:59)
Transcripts available on Seeking Alpha
Show links:
IBM rises as Q2 revenue misses estimates, reaffirms full-year guidance
UPS, Teamsters will return to negotiating table next week as threat of strike looms
KKR expects a mild recession in 2024
American Airlines expected to follow peers with strong Q2 print
Taiwan Semiconductor GAAP EPADR of $1.14 beats by $0.06, revenue of $15.68B beats by $300M
Netflix dips as revenues miss, profits and subscribers beat forecasts
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown
Goldman Sachs misses on bottom line but stock damage limited. Hot weather could severely threaten corn supply. Retail investors are still much more bullish on stocks than pros.
Get a fulll transcript of this episode at Seeking Alpha.
Show Links
Charles Schwab CEO sees return of the bulls based on equity exposure
AT&T pauses plan to remove lead cables from Lake Tahoe, eyes more testing
Carvana pares huge gain after filing to sell 35M shares
Housing starts, permits slump more than expected in June
Mortgage applications increase slightly as inflation expected to cool, rates decline
Salesforce rises as it unveils pricing for generative AI tools
Microsoft (MSFT) hits all-time high after unveiling pricing for AI tool, Copilot. (00:36) J&J (JNJ) ordered to pay $18.8M over baby powder cancer claim, jury rules. (01:53) Carvana (CVNA) drops after moving up earnings report to July 19. (02:57)
Transcripts available on Seeking Alpha
Show links:
Gold settles at six-week high; Citigroup raises 2024 gold price forecast
Bloomingdales to Balmain bank on Barbie to bolster sales
Qualcomm, Meta announce deal to bring LLMs to phones, PCs
U.S. home turnover rate in H1 falls to lowest in a decade, Redfin says
Tesla earnings preview: EV sector buckles up for pricing, margin and new model developments
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown
Ford (F) falls after slashing prices on electric F-150 to make them more affordable; GM also lower. (00:31) AT&T (T), Frontier (FYBR), Telephone and Data Systems (TDS) plunge as Citi cuts on lead worries. (01:40) Microsoft (MSFT), Activision (ATVI) reportedly planning later close to $69B deal. (02:39)
Transcripts available on Seeking Alpha
Show links:
Novartis beats top and bottom line estimates; raises FY23 outlook and board endorses Sandoz spin-off
Lithium Americas gain as court denies appeal of Thacker Pass lithium mine
Chipmaker Wolfspeed says its supply chain is safe from China export controls
Petrobras sees steady spending in upcoming plan but dividend policy to be 'adjusted'
BofA gives 10 stocks to watch during this earnings week
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown
UN to discuss AI risks in 1st formal meet on the new tech - report (00:22). Tesla (TSLA) enters the electric truck battle after first Cybertruck rolls off the production line (02:30). Intel (INTC), Qualcomm (QCOM) CEOs to meet with officials in Washington on China policy - report (01:25).
Transcripts available on Seeking Alpha
Show links:
Salesforce is evolving. Goldman Sachs thinks there's more value yet to come
Microsoft in pact to keep `Call of Duty' on Sony's PlayStation
United Airlines, pilots agree on four-year deal with solid pay raises
In digital media earnings look, it's Spotify over Netflix for KeyBanc
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown
David Trainer on why, for the near-term, it's really all about liquidity (0:55) and why the Fed is hoping to walk the primrose path (4:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Transcripts available on Seeking Alpha
Show links:
Q2 2023 Earnings: Where Street Earnings Are Too High And Who Should Miss
2Q23 Earnings: Where Street Estimates Are Too Low And Who Should Beat
Catalyst watch for the week of July 16. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the retail sales report is released. (00:24) Kim gives a brief earnings preview of IBM, Tesla (TSLA) and Netflix (NFLX). (01:33) Hot topic: Hollywood actors join writers on the picket lines (03:01). How should investors view major studios and streamers? (05:17)
Transcripts available on Seeking Alpha
Show links:
Retail buzz: Amazon sets Prime Day sales records
Core CPI cools more than expected in June, with smallest increase since August '21
The June CPI Report Likely The Last Good News Of 2023 - Evidence Of 'Pain' Emerging
Tesla Q2 Earnings Preview: Margin Pain For Long-Term Gain
Is Tesla A Buy?
Bob Iger to continue as Disney CEO until end of 2026
Hollywood actors go on strike, setting up historic entertainment shutdown
IBM: Still Looks Interesting Before Earnings
Netflix Stock Is Expensive, But Worth The Investment
Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulus. Quant Ratings tells us which sectors look strongest into earnings.
Get a fulll transcript of this episode at Seeking Alpha.
Show Links
Dividend Roundup: Procter & Gamble, MetLife, Caterpillar, CVS Health, and more
Citi sees '99B reasons to stay long' chip equipment stocks, new highs expected
AT&T slips as JP Morgan downgrades, citing worries over wireless, broadband
Citigroup Q2 earnings miss as market, investment banking revenue disappoint
Alcoa cut at J.P. Morgan on weaker aluminum fundamentals
Wells Fargo Q2 earnings beat helped by strong net interest income
Bank Q2 earnings set to kick off with the bar set low as rates stay high. (00:25) Hollywood actors go on strike, setting up historic entertainment shutdown. (01:45) Judge denies FTC request to temporarily block Activision (ATVI) sale to Microsoft (MSFT). (03:04)
Transcripts available on Seeking Alpha
Show links:
Ahead of bank earnings, these names have seen the highest 2023 returns so far
Wells Fargo Q2 2023 Earnings Preview: What To Watch For
JPMorgan Earnings Preview: The P/E Has Compressed As Earnings Power Builds
Roivant reportedly could sell colitis drug to Roche for over $7B
Workers building Taiwan Semi Arizona plant reportedly hit with pay cut
U.S. federal budget deficit narrows less than expected in June
Microsoft, Activision consider sale of UK cloud-gaming rights - report
Nikola soars 62% after disclosing hydrogen truck sale
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
OpenAI, the maker of the popular ChatGPT chatbot, is under investigation by the U.S. government over consumer protection risks. Wholesale inflation comes in lower than expected, helping stocks again. But hedge funds are turning away from Wall Street.
Get a transcript of this episode at Seeking Alpha.
Show Links:
Airline stocks fly high after strong results from Delta Air Lines
Hollywood set for first double strike in 60 years as talks between actors, studios fail
Initial jobless claims unexpectedly fall in past week, continuing claims rise
Gold, silver rally to highest since mid-June after more tame U.S. inflation data
PepsiCo rallies after strong organic sales power double earnings beat
Plug Power wins order for 'largest announced project' in Europe oil and gas
Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to suspend dividends for at least the next six months. (01:38) Elon Musk unveils xAI to 'understand reality' and 'true nature of universe.’ (02:21)
Transcripts available on Seeking Alpha
Show links:
Bob Iger to continue as Disney CEO until end of 2026
Sarcos to terminate 25% of its workforce, withdraws full-year revenue guidance
Chips rise after Nvidia $50M AI investment, Broadcom deal approval
FTC appeals judge's OK for $69B Microsoft-Activision deal (updated)
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
The June CPI report has stocks rallying, yields falling and betting the Fed is one and done. Oil continues to make gains. But this chart is flashing a major sell signal.
See a transcript of this show at Seeking Alpha.
Show Links:
This Morgan Stanley chart is flashing the biggest stock sell signal in recent memory
Food inflation is moderating - watch these stocks
Airline fares fall 19% in June from a year ago
Activision drops amid report that UK may need to do a new probe of Microsoft deal
Microsoft gets 'trophy moment' with Activision court win: Wedbush
ZIM Integrated Shipping cuts full-year guidance, weighed by weak freight rates
Domino's Pizza soars after striking global delivery deal with Uber Technologies
Cathie Wood's ARK Innovation takes some profit on Coinbase stock surge
June consumer price index expected to show inflation cooling further — or will it? (00:29) EU expands probe into suicide risk linked to weight loss drugs. (02:08) FTC reportedly leaning toward quick appeal of Microsoft-Activision (MSFT) (ATVI) loss. (03:02)
Transcripts available on Seeking Alpha
Show links:
Coty rises as Kim Kardashian said to want SKKN stake back
Disney reportedly discussing strategic options for India business
Shift to terminate 34% of workforce, end investment into dealer marketplace business
Matterport terminates 30% of workforce to accelerate path to profitability
Taiwan Semi eyes 2024 construction of second Japanese chip plant
Tower Semiconductor gains amid report Intel CEO visiting China
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
The Nasdaq 100 faces an extraordinary rebalancing for just the third time and Wells Fargo spies some near-term trades. BofA gets a hefty fine from the CFPB. Did SVB's collapse delay a recession?
Read a transcript of the episode at Seeking Alpha.
Show Links:
Wells Fargo highlights Nasdaq 100 rebalance trade opportunities
Goldman's top four themes for earnings season (yes, one is AI)
Microsoft said to lay off sales, customer support staff as new fiscal year begins
Toyota slides after report it will focus on hydrogen-powered vehicles in Europe, China
JPMorgan upgraded to Buy at Jefferies; Truist, Zions, Hancock Whitney cut to Hold
Wynn Resorts is tipped by JPMorgan for second-half rally
JetBlue falls after Evercore ISI downgrades due to risk a Spirit acquisition drags on results
Rite Aid (RAD) dips amid report it's considering bankruptcy to address opioid liabilities (00:28). Berkshire Hathaway (BRK.A) (BRK.B) to buy Dominion's (D) 50% stake in Cove Point LNG in $3.3B deal (01:54). Iovance Biotherapeutics (IOVA) dips on pricing $150M offering.(02:49)
Transcripts available on Seeking Alpha
Show links:
Rite Aid May Be Forced Into Ch.11 Bankruptcy To Resolve Opioid Liabilities
Apple launches online store on Chinese social media platform WeChat - report
Meta's Threads may bring 5% revenue upside as it grows to Twitter size: Evercore
BP reaches $10.75M settlement in U.S. gas market manipulation case
Payoneer Global plans to lay off 9% of headcount
Fortinet, Check Point, CrowdStrike have 'favorable setups' going into Q2: MS
DraftKings jumps to new 52-week high with investors confident on the profitability timeline
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
Carl Icahn reportedly severs personal loans from Icahn Enterprises (IEP). SVB (SIVBQ) sues the FTC to recover $1.9 billion. Automakers, union heading for a tough battle.
You can read a transcript of this episode at SeekingAlpha.
Show Links:
Top 11 technical picks for the second half of 2023
Goldman Sachs sees rays of hope in underperforming health sector
Netflix rises as Morgan Stanley boosts estimates on higher expectations
Charles Schwab riased to Outperform at JMP as cash sorting headwinds abate
Helen of Troy EPS of $1.94 beats by $0.26
Alibaba (BABA), Tencent (TCEHY) in focus as China unwinds tech crackdown (00:28). New M&A rules likely to delay deals by months, add significant costs (01:46). China's consumer inflation unexpectedly flat in June, producer prices fall further (03:19).
Show links:
Record-breaking U.S. oil production helps thwart Saudi efforts to drive up prices
Goldman Sachs sees rays of hope in underperforming health sector
GridBeyond buys Veritone's energy business
Acumen, BridgeBio, Arcus among BTIG's top healthcare picks for 2H 2023
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
Matthew Tuttle and Rob Isbitts dissect today's stock market and its problematic index construction (1:00), T-Bill rates and yield curve creep (8:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Show links:
The Magnificent Seven Or The Mediocre Seven?
SPY: Recent Gains Distract From Weakening Long-Term Price Trend
S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLG
Replace Some SPY With SHY: 2-Year Treasuries Look Better Than The S&P 500
Forward-Looking Due Diligence
Transcripts available on Seeking Alpha
Wall Street Breakfast on Twitter
Catalyst watch for the week of July 9. Seeking Alpha Managing News Editor Kim Khan on what investors can expect from CPI midweek and major bank earnings at the end of the week (01:45) . Hot topics: What key issues will be in focus for the banks? (03:09) U.S. or China, who stands to benefit as new curbs are implemented? (04:16)
Show links:
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
Rates Spark: The Burning Question Is Whether Payrolls Agree With The ADP
KBWB: Bullish On Banks Before Earnings Season Begins
KBWB: Stress Test Cleared But Not Out Of The Woods Yet
Yellen visit to China aims to defuse tensions with Beijing
Time is on China's side in the chip war - here's the Jefferies trade
Why Threads Is Great For Meta
June payrolls gain misses forecasts for the first time in months. Citi gets bearish on amusement parks. BofA picks its best stocks for growth and value.
Show links:
BTIG unveils top picks for rest of '23: D.R. Horton, CrowdStrike, DraftKings among names
Dividend Roundup: Unilever, PNC Financial, Oracle, AbbVie, and more
Apple said to tread carefully with Vision Pro, have appointment-only launch
Humana cut to Neutral at J.P. Morgan on near-term uncertainty
Canada to subsidize Stellantis (STLA) battery plant with up to C$15B in incentives (00:32). Will June nonfarm payrolls cool enough for Fed's liking? (01:53) PDD Holdings (PDD) sinks even as popular Temu shopping app expands abroad (03:02).
Show links:
Twitter threatens to sue Meta Platforms over Threads launch
Mallinckrodt delays $200M settlement payment again as it mulls bankruptcy
Biogen, Eisai win full FDA approval for Alzheimer's drug Leqembi
Sandal maker Birkenstock looking at potential U.S. IPO - report
Tesla sacks some battery workers at Shanghai factory - report
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week
A raft of data shows persistent labor market tightness. Yields jump as market prices in 90% chance of a Fed hike. Microsoft (MSFT) in pole position to reach $3 trillion next.
Show links:
Paycom, Chipotle highlight Goldman's Rule of 10 stock screens
As China slowdown continues, here are the U.S. stocks with the most exposure
Job openings fall more than expected in May JOLTS report, quits rate ticks up
Job cuts drop 49% in June to 40.7K: Challenger Job Cuts Report
Initial jobless claims renew climb in past week
Copper extends drop as hawkish Fed, China woes hit sentiment
Oil bounces to two-week high as Saudi says OPEC will do 'whatever necessary.' (00:29) PHINIA (PHIN) swings higher on first day of trading (01:19). Instagram (META) launches 'Twitter killer' Threads text app (01:37).
Show links:
BuzzFeed seeking $150M for Complex Networks - report
Vietnam in talks with Exxon on supply for planned LNG-fired power plants
Pinterest, Amazon partnership is live 'earlier than expected', says RBC
NY Fed's John Williams says he 110% supports June's hawkish pause
Google alleges India's antitrust agency protecting Amazon in Android case - report
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week
China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgraded ahead of earnings. Mobile apps see mostly strong global download data.
Show links:
Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May
Instagram (META) puts Twitter rival app Threads on App Store with launch imminent (00:29). Illumina (ILMN) faces record European Union fine over Grail deal next week - report (01:42). GTCR in advanced talks to buy Fidelity National Information Services (FIS) Worldpay stake for as much as $20B - report (02:24).
Show links:
Microsoft likely to face antitrust investigation from EU over Teams practices
Paycom, Chipotle highlight Goldman's Rule of 10 stock screens
Best and worst performing healthcare IPOs of 2023, so far
Yahoo eyes comeback to public markets - report
Spotlight on Nathan's Famous stock after Hot Dog Eating Contest
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week
EV makers rallied as deliveries showed better-than-expected demand. Stocks finished slightly higher ahead of holiday. Musk vs. Zuckerberg in August?
Show links:
Netflix, Disney, Datadog among BofA's 10 best ideas for Q3
Did the S&P rally last week jinx market gains for the second half of 2023?
Mattel defends Barbie trademark in legal battle with Burberry
ISM Manufacturing for June slips to three-year low of 46
AstraZeneca reports mixed Phase 3 data for lung cancer drug
Construction spending +0.9% in May
U.S. PMI manufacturing stays at contraction level
As northeast U.S. air quality suffers from wildfires, some potential stock ideas (FIXT). (00:28) Tesla (TSLA) confirms new record deliveries, beats expectations (01:55). Twitter fixes limit on tweets users can read per day (03:21).
Show links:
General Motors acquires battery software startup Algolion for early battery defect detection
UBS aims to skip $10B backstop from Swiss govt for Credit Suisse deal - report
Gilead, Teva acquitted in pay for delay generic HIV drugs case
Apple slashes Vision Pro targets amid production woes- report
Macau casino revenue in June misses estimates and dips sequentially
NIO reports June delivery of 10,707 vehicles
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week
Brad Thomas joins Kirk Spano to discuss using REITs as insulation and income generation during a potential recession (0:50), and concerns around the sun belt region, primarily Florida (6:55). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Subscribe for free trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha.
Show links:
UnitedHealth Is The Perfect Buffett-Style Ultra SWAN For This Recession
My Oh My, 3 Strong Buys (The 4th Of July Weekend Edition)
Transcripts available on Seeking Alpha
Wall Street Breakfast on Twitter
Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devices (AMD) and Taiwan Semi (TSM)? (01:20) Also, what impact does a heat wave have on the economy? (03:54)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Texas power demand surges to new all-time high amid heat wave
U.S. GDP growth revised up to 2.0% in third estimate, exceeding consensus
Micron leads chips lower as investors fret about recovery
Nvidia: Potential AI Chip Rules May Impact Investment Case
How do you value a chip stock like Nvidia?
Nvidia leads chips higher as sector looks to end the week on solid ground
Nvidia could see notable impact to revenue on new AI chip curb: analysts (update)
Chip war heats up as U.S. said to mull new curbs on exports to China
The Fed's favorite inflation measure shows easing prices. Tesla (TSLA) expected to report record deliveries. How much does a Manhattan apartment cost to rent?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Personal spending slows in May, income rises, inflation cools
Tesla could report record Q2 deliveries
Apple surpasses $3T
Netherlands, U.S. eye new curbs on chipmaking gear sales to China
Nike swings lower after setting cautious guidance
FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energy drinks M&A: Monster Beverage (MNST) closes in on deal for rival Bang (01:45). Biden administration develops 'safety net' for student loan payments restart (02:39).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Foxconn to invest $246M in Vietnam to set up 2 factories - report
Apple continues march towards $3T, Citi praises gross margins
FedNow to launch late July with early adopters JPMorgan, Wells Fargo, others
Root Inc. tumbles after saying it hasn't received actionable offer
Nike records margin beat, strong sales tally in China for FQ4
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance
Amazon (AMZN) could face an FTC antitrust suit in the coming weeks. Banks pass stress tests. Morgan Stanley shakes up its global dividend portfolio.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Morgan Stanley shakes up its global dividend portfolio
FTC antitrust lawsuit against Amazon expected in coming weeks
All 23 banks pass Federal Reserve's stress test on capital levels
U.S. GDP growth revised up to 2.0% in third estimate
Warren Buffett's Berkshire Hathaway boosts Occidental stake to 25%
Aspartame to be declared a possible carcinogen by WHO arm
Micron Technology (MU) pops as Q3 loss beats estimates (00:23). TuSimple (TSP) to weigh options for U.S. business (01:49). Visa (V) to buy payment and banking platform Pismo for $1B in cash (02:27).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Morgan Stanley shakes up its global dividend portfolio
All 23 banks pass Federal Reserve's stress test on capital levels
Google, Salesforce-backed AI startup Typeface sees $1B valuation after $100M funding round
Judge in FTC suit to block Activision deal could rule as soon as next week
Why did Carvana jump? Shorts are getting put to the test
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance
Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome Powell hints at rates higher for longer. Citi spies crowded short position stocks.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
How do you value a chip stock like Nvidia?
Citi screens for most crowded short stocks with new model
More policy tightening coming from ECB, Fed, BOE, central bank heads say
General Mills drops after organic sales fall short of expectations
Pinterest pops as Wells Fargo upgrades, citing Amazon deal, 'strong catalyst path'
Unity Software (U) surges as it unveils AI marketplace, Wells Fargo starts coverage (00:27). Nvidia (NVDA), AMD dip as US mulls new AI chip curbs for China - report (01:05). Google (GOOG) (GOOGL) violating its video-ad promises, research suggests (01:49).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Eargo to lay off 32%-42% of workforce, announces CEO exit
German consumer confidence dips more than expected in July
Russia poised to surpass Saudi Arabia as China's top oil supplier
SiriusXM said to close Stitcher podcast app this summer
Newell Brands bounces off its recent 52-week low
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance
Walgreens (WBA) slumps on guidance and is now the worst Dow performer for 2023. Durable goods, consumer confidence come in strong. Disney (DIS) gets a vote of strategic confidence from BofA.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Walgreens falls after lowering earnings guidance
Durable goods orders come in surprisingly strong in May
Walt Disney rises as BofA says it's 'confident' in company's strategic path
Alibaba cut to Market Perform at Bernstein
Unity Software rises as it unveils AI marketplace
Snowflake rises as it announces Nvidia partnership for generative AI apps
Philip Morris International is called a top consumer staples stock by Morgan Stanley
Delta Air Lines rallies after setting strong guidance
Lordstown Motors (RIDE) plunges after bankruptcy filing, Foxconn lawsuit. (00:28) Jackson Financial (JXN) says up to 800K customers hit by MOVEit breach (01:30). EU looking at self-preferencing in its probe of Amazon's (AMZN) iRobot (IRB) takeover - report (02:41).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
China's premier says economic growth on track to reach 5% target, to be higher in Q2
DeSantis seeks to dismiss Disney lawsuit, claims immunity
Lilly says patients saw mean weight reduction of 58 lbs on retatrutide
Illumina announces job cuts, to exit San Diego i3 campus
Baidu says Ernie Bot AI model beats ChatGPT on several measures
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance
Novo Nordisk high-dose pills show promise with weight loss in trials. Alphabet (GOOG) (GOOGL) is downgraded by UBS. Dan Ives gives his bullish view on three tech stocks.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Pills for obesity: Novo Nordisk records success in late-stage trials
Alphabet slips as UBS downgrades, citing 'limited upside,' monetization worries
Microsoft, AWS, Google may benefit as cloud spending showing 'pockets of upticks'
TV usage drops again in May, but streaming keeps rolling
Tesla is downgraded at Goldman Sachs as Wall Street continues to dial up caution on the EV stock
Carnival Non-GAAP EPS of -$0.31 beats by $0.02, revenue of $4.9B beats by $130M
Putin vs. Wagner: What does chaos in Russia mean for the markets? (00:24) IBM (IBM) nears $5B acquisition of software provider Apptio - report (01:29). Wolfspeed (WOLF) to get $2B in debt funding from Apollo-led group - reports (01:57).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
E-cigarette sales increased by nearly 50% between 2020 and 2022
Apple expands self service repair to include iPhone 14 line, Macs
Oregon county sues Big Oil companies for $51B over role in 2021 heat dome
Looking ahead to 2023's back half for investing opportunities
OPEC sees global oil demand growing 23% by 2045 - report
Consumer stocks are in the spotlight with student loan repayments and food disinflation in the mix
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance
Catalyst watch for the week of June 25. Seeking Alpha Managing News Editor Kim Khan says the inflation gauge to look out for next week is the PCE price index (00:27). He also gives investors a preview of Nike (NKE) earnings (02:22). Hot topic: Cage match between Elon Musk and Mark Zuckerberg, who wins? Musk, Zuck or investors? (04:17)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Elon Musk may have cage match with Mark Zuckerberg in battle of tech CEOs
Nike inventory issues likely to drag on earnings - Morgan Stanley
Will Sticky Core PCE Inflation Ease In Months Ahead?
China Sales Slowdown Jeopardizing Nike's Long-Term Guidance
Meta Platforms: Last Man Standing
Nike runs back into Macy's stores as it rekindles wholesaler relationships
More companies are now eligible to get funds from the CHIPs Act. Deutsche Bank is unimpressed with the C3.ai (AI) investor day. Goldman taps top stocks for return on equity.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Goldman adds 25 new stocks with growth potential to its ROE basket
Chip equipment makers, chemical companies, others now eligible for CHIPs Act funds
C3.ai slumps 8% as Deutsche Bank reiterates sell after investor meeting
Apple, Google, other tech CEOs to meet with Biden to discuss AI, manufacturing
Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps for another round of layoffs - report (01:55). Virgin Galactic Holdings (SPCE) files to sell another $400M worth of stock (02:38).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
J&J talc bankruptcy unit to establish $750M trust fund with insurers
Ouster announces layoffs, reaffirms second-quarter revenue outlook
Amazon pops as Loop Capital says AWS slowdown likely to 'bottom' soon
3M to pay up to $10.3B in PFAS water pollution settlement
Warner Bros. Discovery in talks for $500M sale of half of music publishing assets
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event
Copper prices hit a seven-week high as inventories fall. Tesla (TSLA) gets a downgrade from Morgan Stanley. A Musk and Zuckerberg cage fight?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bank of England surprises with half-point hike to 5%
AMC dips, APEs rise as special master supports conversion-plan settlement
Copper climbs to highest since May as LME stockpiles plunge
Tesla loses bull rating at Morgan Stanley with AI premium seen at risk
Elon Musk may have cage match with Mark Zuckerberg in battle of tech CEOs
Darden Restaurants falls after same-restaurant sales trail estimates
Cell-based meat is approved in the U.S. for the first time (TSN).(00:24) Car insurer Root (ROOT) jumps on report of takeover offer (01:20). Fed's Jerome Powell says more 'moderate pace' of rate hikes may 'make sense' (01:54).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Apple rolls out developer tools to create apps for its Vision Pro headset
Crypto exchange FTX already faces $200M in bankruptcy fees
Applied Optoelectronics inks supply deal with Microsoft
Toyota introduces next-gen minivans in Japan
Netflix's $2.5B South Korean investment to include grooming local talent - report
Intel to restructure manufacturing business
BlackRock's ETF Filing Could Be Good For The Grayscale Bitcoin Trust
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event
Fed Chairman Jerome Powell kicks off his Washington testimony saying there is a long way to go on inflation. Barclays cuts its rating on Tesla (TSLA) but admits it may be a gamble. Amazon (AMZN) details Prime Day deals.
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Federal Reserve Chair Powell to repeat expectation that rates will rise more this year
Amazon sets Prime Day for July 11-12 in big test of consumer discretionary spending
Tesla is downgraded at Barclays ahead of Q2 earnings
Ant Group developing own AI large language model
Wall Street rally further cools as Nasdaq, S&P, Dow under pressure after Powell testimony
S&P, Dow, Nasdaq futures tread water ahead of Fed Powell's testimony.(00:24) FedEx (FDX) falls after revenue miss, weak profit guidance; UPS (UPS) slips as well (01:22). Advanced Micro Devices (AMD) to invest up to $135M to expand operations in Ireland (02:03).
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
More big wins for Tesla: Charging standards and EV subsidies
Simulations Plus acquires Immunetrics to expand into immunology and oncology
Paramount sale of BET may be in doubt as asking price too high - report
YouTube's 1st official shopping channel to launch in South Korea - report
HBO reportedly in talks to license shows to rival Netflix
Mastercard rolls out global recycling plan for debit, credit cards - report
AMD: Late To 2023 Design Wins (Rating Downgrade)
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event
Alibaba Group (BABA) Announces Chairman and CEO Succession Plan (00:25). Biden sees progress in U.S.-China ties after Blinken meets Xi Jinping (00:53). New York Stock Exchange President sees Cava (CAVA) debut ending drought of IPOs (01:40).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Intel's €30B investment to be single largest FDI in German history
IBM and Adobe collaborate to provide a content supply chain solution using generative AI
Airbus receives record order for 500 planes from India's IndiGo
NAHB homebuilder sentiment index in positive after 11 months
Teleperformance gets new executive chief
Avanos agrees to acquire Toronto-based Diros Technology
Managed care stock sell-off could be a buying opportunity, says Wells Fargo
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event
Catalyst watch for the week of June 18. Seeking Alpha Managing News Editor Kim Khan gives investors a wrapup of the FOMC meeting. (00:28) Seeking Alpha Associate News Editor Kevin Curran previews what to expect when FedEx Corporation (FDX) reports earnings. (03:10) Hot topic: PGA Tour, LIV Golf and Manchester United (MANU) have something in common (06:04). What is it?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
FedEx Q4 2023 earnings on deck, what to expect
FedEx Earnings Preview: Comps Get Much Easier In 2nd Half Of Calendar '23
Justice Dept. probing PGA Tour planned merger with LIV Golf - report
Manchester United gains amid report Qatari bidder negotiating exclusivity (update)
'Nearly all' Fed policymakers see more hikes appropriate this year: Jerome Powell press conference
Virgin Galactic (SPCE) targets late June for official launch of commercial service (00:32). Squarespace (SQSP) takes off on deal to buy assets of Google's (GOOG) (GOOGL) domains business (02:15). Intel (INTC) said to be close to deal worth $10.8B in subsidies for German chip plant (01:29).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Adobe rises as it boosts fiscal earnings, revenue outlook after strong Q2
BlackRock files for bitcoin ETF; Coinbase as custodian
GameStop's Ryan Cohen blasts management that only 'rest and vest'
Enovix hits Q2 milestone early, producing 18K battery cells
VMware/Broadcom deal spread narrows amid report on China antitrust review
Cava trades with a higher market cap than Wendy's, Shake Shack and Papa John's after strong IPO debut
Uber ends taxi service in Israel, cuts food delivery in Italy
Virgin Galactic: Successful Test Flight Does Not Mean Share Price Will Take Off
Federal Reserve holds interest rate steady in June, skipping a hike (00:28). Music publishers (SONY) (WMG) sue Twitter over alleged copyright infringement (02:57). TrueCar (TRUE) rallies after announcing major restructuring, CEO change (03:34).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
What does Fed’s hawkish pause mean for cryptos? SA analysts weigh in
Fed Special: Rates Held, Powell's Tell And Market Impact With Chaim Siegel
Cava shares price at $22 each, resulting in ~$318M proceeds (updated)
Berkshire Hathaway utility must pay punitive damages for 2020 fires, jury says
TrueCar rallies after announcing major restructuring, CEO change
FedEx launches electric delivery vehicles in Canada through GM's BrightDrop
Estee Lauder stock rises as company teases anti-aging research
Unilever agrees to acquire Colorado-based frozen yogurt brand Yasso
FAA requires new planes to have second barrier to protect airline pilots
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings
Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wednesday’s Fed decision. What the hawkish pause means for the equity rally, why the market is skeptical about Jay Powell’s rate cut pronouncement, how jobless claims remain crucial and more.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show notes:
Subscribe to Chaim Siegel's Fed Trader
Fed holds rates steady
Two hikes penciled into dot plot
Powell press conference highlights
Federal Reserve expected to skip June rate hike, but then what (00:40)? Google (GOOG) (GOOGL) delays European start of Bard AI chatbot over privacy concerns - report (01:57). Bud Light (BUD) no longer top-selling beer in U.S. as boycott dents sales - report (02:27).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Nvidia crosses $1T market cap powered by the rise of AI
Netflix to debut first pop-up restaurant in LA
Anheuser-Busch InBev SA/NV: The Damage Looks Permanent
Stellantis recalls over 300,000 vehicles over coil installation issue
Crude oil rallies on China stimulus, raising hopes for stronger energy demand
Deeper Dive: Investor exodus from ESG investing
Starwood Capital considers selling more than 2,000 single-family rental homes - report
Atlantic Equities moves to sidelines on PayPal amid competition concerns
US judge temporarily blocks Microsoft from completing Activision deal
Disney delays Avatar,'Star Wars,' Marvel movies
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings
CPI will give Federal Reserve new data on fight against inflation (00:28). Alphabet (GOOGL) (GOOG) to be slapped with ‘massive’ EU antitrust penalty - report (01:45). FTC files for injunction to block Microsoft (MSFT) acquisition of Activision (ATVI).(02:20)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
China mulls stimulus measures to boost economy, central bank cuts key policy rate
Apple cut to Neutral at UBS on softer iPhone and services growth in H2
Cineplex says QTD box office revenues at about 88% of same period pre-pandemic
U.S. federal budget deficit comes in wider than expected in May
Intel in talks to be anchor investor in chip designer Arm - report
Oracle rises to all-time high as cloud growth aids earnings beat
Chegg announces workforce reduction amid AI-driven strategy shift
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings
U.S. credit card debt nears the $1T mark: Is there a reason to worry (00:27)? Nio (NIO) cuts prices for all models, ends free battery swapping - report (01:40). UBS (UBS) closes Credit Suisse (CS) takeover, reportedly sets strict curbs for staff (02:38).
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wall Street Breakfast Survey
Federal Reserve poised to skip a hike, but don't call it a pivot or a pause
OPEC output cuts will lift crude oil into the $90s this year, Goldman says
Alzheimer’s disease market expected to reach $14B globally in 2030
Glencore approaches Teck Resources over deal for coal business - WSJ
JetBlue, American try to rework Northeast Alliance after court block
Is the regional bank stock rout overdone? Insiders seem to think so
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings
Despite Fed Tightening And Bank Collapses, It's Still An Astoundingly Loose Financial Situation
Mike Zaccardi, CFA, CMT joins James Foord for a discussion around the Fed funds market (0:30), whether we'll achieve a soft landing (2:35), and why investors should consider having an allocation towards non-U.S. stocks (18:45). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Follow Mike Zaccardi, CFA, CMT
Subscribe to James Foord's The Pragmatic Investor
Catalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his favorite week, Fed week. He tells us how the markets will react once CPI is released (00:37). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Oracle Corporation (ORCL) reports earnings. (05:04) Oracle leads to another hot topic, AI. Will there be a hotter buzz word in 2023 and which companies will really reap the benefits?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Oracle Corporation (ORCL)
Wall Street Breakfast: Smoke Alarm
Wildfires, smoke and air quality bring up the climate ETF discussion
AI looking like a 'winner-take-more' game - Goldman
Australia central bank unexpectedly hikes rates by 25 bps, more tightening likelyBank of Canada hikes rate by quarter point, resuming tighter policy
Oracle takes another AI step with Cerner-FDA partnership
Trump SPAC DWAC on watch after indictment in classified documents case (00:27). EVs made by General Motors (GM) will be able to use Tesla's (TSLA) Supercharger network (01:26). Sientra (SIEN) rockets ~75% after hours on FDA approval for tissue expander (02:40).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Meta plans launch of Twitter rival via Instagram - report
Roku names former Amazon media leader to board
TD Bank to build on its strength in U.S. core deposits, CFO says
U.S. household net worth rose in Q1 as equities value offset real estate's dip
DocuSign jumps 14% on double-digit revenue gain, boosted cash flows
Gold recoups losses as dollar, yields drop after jobless claims data
Certara slips as CFO cites negative outlook
Edgio to cut 12% of its workforce to reduce cost
Wildfires, smoke and air quality bring up the climate ETF discussion (00:35). GameStop (GME) slides after firing CEO, elevating Ryan Cohen to chairman slot (01:39). Affirm Holdings (AFRM) surges after Amazon Pay (AMZN) adds its Adaptive Checkout (04:55).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Banks may be pressured by weakening commercial property market, Yellen warns
Stocks with top pricing power across all sectors
Nasdaq posts worst day in over a month as tech rally loses steam; Dow, S&P end mixed
Floor & Decor unit acquires flooring and installation supplies distributor
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display
SEC versus crypto: Regulatory clarity or confusion? (00:55) Apple (AAPL) reportedly acquired AR start-up Mira as it pushes new headset vision (02:44). NYC sues Hyundai (HYMTF), Kia (KIMTF) for negligence as car thefts escalate (05:12).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
SEC sues Coinbase (COIN) for operating as unregistered broker; COIN slumps.
Shopify stock jumps after sale of logistics business
JOANN nosedives to all-time low after weak Q1 results
TC Energy latest Canadian oil and gas company to lay off staff - Reuters
Nasdaq, S&P, Dow eke out gains, helped by regional banks; SEC sues Coinbase
Wednesday's economic calendar
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display
Atlas Lithium (ATLX) slapped with securities fraud lawsuit (05:04). Apple (AAPL) unveils $3,500 AR/VR headset, biggest product launch in nearly a decade (02:01). Taiwan Semi (TSM) reportedly eyes 3-6% price hikes for 2024 (06:36).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Student loan consumers likely to defer buying soft goods as debt repayment resumes - UBS
Target is downgraded at KeyBanc due to massive student loan repayment headwind
Hey Siri, Give Us A Hint: Here's What We Expect From Apple's WWDC23
Buybuy Baby in sale talks with owner of Janie and Jack brand
Nasdaq, S&P, Dow close in the red, weighed down by fall in Apple after its headset reveal
Mobileye announces secondary stock offering by Intel unit
Twitter U.S. advertising sales sink 59% - report
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display
Apple (AAPL) WWDC 2023 preview: Mixed reality headset likely to be the star (00:55). Saudis to cut another 1M bbl/day while OPEC+ extends reductions into 2024 (02:18). Novo Nordisk (NVO) in talks to acquire French medical device maker Biocorp (03:05).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Stronger capital rules may be coming for the largest U.S. banks
Sony CEO downplays risk of cloud gaming on console market - FT
Mallinckrodt to consider filing for bankruptcy again - WSJ
Stratasys likely to reject 3D Systems takeover offer - analyst
Novo Nordisk: Dominating In Diabetes And Obesity
Dow notches best day since early Jan., Nasdaq, S&P rip after debt limit vote, jobs report
Monday's economic calendar
Restaurant chain Cava set to start IPO roadshow this week - report
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display
UBS expects to close Credit Suisse acquisition next week
U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and clues about rates and recession and the S&P 500 hits a 9-month high.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
U.S. Senate passes debt ceiling bill, averting first-ever U.S. default
Will the May nonfarm payroll report signal recession or sustainable growth?
Nasdaq ends +1%, S&P, Dow also gain on hopes for rate hike pause at June Fed meet
lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news from California and is the AI boom starting to show cracks?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Debt-limit increase passes easily in House vote
Debt Limit Drama Part 2: The next chapter could slam stocks and GDP
Meta threatens to pull news in California over publisher compensation
Sizing up the AI playing field: All stocks may not be equal
AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill clears another hurdle as a floor vote nears and Twitter is worth just a third of what Elon Musk paid, Fidelity says.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
OpenAI CEO, others write letter that AI risk is on par with pandemic, nuclear war
Debt ceiling deal heads to House vote after passing initial hurdle
Twitter worth one-third of what Elon Musk paid for it, Fidelity says
The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the tail risk of default almost gone and Salesforce (CRM) is expected to join the AI bandwagon as it reports results this week.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Debt ceiling deal: What's in the bill as the fight moves to Congress
Nasdaq leads S&P and Dow futures, yields slip after debt limit agreement
Salesforce likely to show 'increased deal stability' in Q1, Wedbush says
Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:10) commercial real estate market's problematic loans coming due (4:00) and big themes for energy (6:30). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Subscribe to Kirk Spano's Margin of Safety Investing
Subscribe to CashFlow Hunter's Catalyst Hedge Investing
Seeking Alpha Premium and PRO
Julian Lin discusses the tech sector, macro headwinds and recent earnings.
(0:30) - Tech's powerful recovery
(2:34) - Nvidia and how AI may impact tech as a whole
(5:30) - AI stocks' rich valuations, but don't short
(9:00) - Snowflake's slowdown not hard to understand
(14:30) - Macro environment means companies having to rationalize costs.
Our Links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Julian Lin on Seeking Alpha
Best Of Breed Growth Stocks
Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins
Stock market leadership continues to narrow, the framework for a debt limit deal could be in place and the war of words between Carl Icahn and Bill Ackman heats up.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Nasdaq, S&P rise as Nvidia outlook stuns traders; Dow in red for 5th day in a row
Debt ceiling likely to be raised, spending to be capped for two years
Icahn Enterprises tumbles 14% amid salvo from Bill Ackman
Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on strong results, Fed minutes show members split on more hikes.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Fitch places U.S.'s 'AAA" rating on watch negative
Nvidia earnings trigger AI stock rally - will the gains hold?
Federal Reserve officials see downside risks to growth, upside risks to unemployment: FOMC minutes
The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Executives call out rising retail theft hitting profits
Shrinkage Crisis: Target's Financial Battle Against Organized Retail Crime
Target issues soft earnings forecast due to inventory, retail theft impacts
White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
The White House is looking to develop a national AI strategy
Ford recalls over 175,000 vehicles due to seatbelt issue
Abbott, other baby-formula makers see FTC probe over collusion - report
Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Plug Power scores three deals to supply electrolyzers in Europe
Dollar Tree: Higher Store Traffic Levels Is One Potential Catalyst
Farfetch extends post-earnings rally to +36% with U.S. and China businesses clicking
Biden, McCarthy end meeting with no debt-ceiling deal, negotiations will continue
Nasdaq, S&P, Dow end mixed with eyes on debt ceiling talks
Tuesday's economic calendar
Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.
* (0:13) - Ford's (F) Capital Markets Day - bullishness intact
* (4:00) - Glad Ford didn't raise guidance in last earnings call
* (5:20) - Jim Farley as CEO - Why David loves him
* (7:10) - Ford competitors: Tesla, GM and BYD
* (9:30) - What would turn David bearish on Ford?
Show Notes:
Subscribe to David Alton Clark's The Winter Warrior Investor
Follow David Alton Clark on Seeking Alpha
Investing Expert episodes with transcripts
Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wall Street Breakfast Survey
Farfetch Q1 Earnings: Back To Growth Mode
Exxon bought lithium drilling rights in Arkansas - WSJ
Applied Materials, Lowe's added to Jefferies franchise picks list
Volvo bags record order for 1000 electric trucks for Holcim
Debt ceiling crisis: Biden and McCarthy set to meet on Monday
Mediterranean restaurant chain CAVA files for $100M IPO
Nasdaq, S&P, Dow close in the red on debt ceiling standoff concerns, slide in bank stocks
Broadcom acquisition of VMware end date extended until Aug. 26
Monday's Economic calendar
The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Subscribe to The Pragmatic Investor
Subscribe to The Portfolio Architect
Investing Experts with Transcripts
Seeking Alpha Premium and PRO
The Pragmatic Investor Podcast
Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Lowe’s Companies, Inc.
The Home Depot, Inc.
Initial jobless claims drop more than expected
Fraud makes Thursday's jobless claims numbers 'literally unbelievable'
Applied Materials, Lowe's added to Jefferies franchise picks list
Tesla meeting: Elon Musk talks rough economy, advertising and new models
Elon Musk is still bound to have Tesla tweets approved by a company attorney
Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Leading Indicators slip as expected in April, signaling recession by mid-2023
Veteran focused fixed income ETF is filed with the SEC
Four Corners Property: Buy The Dip On This Restaurant REIT
Sony eyeing partial spinout of financial services group
Friday's Economic Calendar
Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence Fuller
PayPal exploring sale of Xoom - report
Snowflake: The AI OpportunityTheranos founder Elizabeth Holmes to begin prison sentence on May 30
Prelude Therapeutics launches proposed public offering of up to $100M
Paramount Global gains amid speculation could become activist target
Thursday's Economic Calendar
Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Macro Quarterly Update Q2 2023 With Eric Basmajian
ZoomInfo gains amid activist investor speculation with 13F filing
ZoomInfo: Too Expensive To Consider Now
IRS to roll out pilot program for free tax filing option in 2024
Wednesday's Economic Calendar
Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Point amasses new stakes in Alphabet, Micron, AMD, Alibaba (01:42). Rumble buys podcasting and live streaming company CallIn (08:02).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wall Street Breakfast SurveyRelief rally for regional bank shares - Will it continue?
Vodafone to slash 11,000 jobs as new CEO plans turnaround
Wells Fargo reaches $1B class-action settlement over scandal recovery
Macro Quarterly Update Q2 2023 With Eric Basmajian
Horizon Therapeutics tumbles amid reports FTC preparing suit to block Amgen deal (update)
Sports recruiting platform Signing Day files for $19M IPO
Tuesday's Economic Calendar
Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan Midstream Partners (MMP) in a deal valued at $18.8B (05:35). Athenex (ATNX) falls 52% after bankruptcy filing (07:05).
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
CVS is said to shut down clinical trial business
American innovator, Austin Russell to acquire majority stake in Forbes
Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earnings
Target earnings are coming - the bottom line is investors are nervous
Netflix reportedly eyeing $300M cut to costs amid ongoing profit focus
ETFs to Watch: Earnings due out from Home Depot, Cisco, Walmart and Deere
Activist Engaged Capital to start proxy battle with Shake Shack - WSJ
Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Follow Eric Basmajian
Subscribe to EPB Macro Research
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest growing website on the planet. Walmart (WMT) and Home Depot (HD) earnings reports are in, as the economic calendar is heavy on the retail sector this week. And, the sky is NOT the limit for investors, with big opportunities in the space industry.
Our links:
Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Catalyst Watch
Quick Dividend Stock Picks
Home Depot Earnings Preview
Walmart Earnings Preview
Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for retail sales, new home sales and existing home sales reports next week (00:33). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Walmart (WMT) reports earnings (03:45). Hot topic: CPI, is the Fed’s plan working? (04:46)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earnings
CPI rises 0.4% in April, but eases Y/Y, supporting Fed pause scenario
Used auto prices rebound in latest CPI print
Dividend Corner: Is Walmart a good dividend stock pick amid recessionary fears?
Famed investor Stan Druckenmiller sees hard landing coming (update)
Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco, and more
Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock resumes drop after pledging more collateral to discount window (05:03) . J&J (JNJ) talc victim group seeking $30B in fraudulent conveyance complaint (04:07).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Peloton Interactive spins lower after recalling 2.2M exercise bikes due to seat hazard
Peloton Is Ready For A New Look; Its Stock Is Not
President Biden's debt-limit meeting with Congress leaders postponed
U.S. judge strikes down federal law banning under 21s from buying handguns
Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Polar Power (POLA) now taking pre-orders for a new line of mobile EV chargers, stock jumps 52%. (02:29) Shockwave Medical (SWAV) ticks higher amid takeover speculation (07:19).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Apple's Tap to Pay feature said to face fresh EU antitrust scrutiny
Bitcoin: A New War Is Beginning
Disney: Fiscal Q2 Earnings Miss And Subscriber Decline
ACI Worldwide potential buyer still working on takeover - report
April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to cut 25% of workforce across entertainment divisions (08:03). Rocket Lab (RKLB) to launch four Starling satellites for NASA from New Zealand in Q3 (04:40).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Famed investor Stan Druckenmiller sees hard landing coming (update)
MVB Financial says Integrated Financial acquisition terminated
'Everything app:' Twitter launches new features, Carlson gives lift to content creators
Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks
Michael Kramer: Reading the Markets Investing Group on Seeking Alpha
Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as company ramps up efforts against stock manipulation (05:15).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Palantir Earnings: SBC Slowdown And Real GAAP Profits
Yellen said to be reaching out to CEOs about U.S. debt ceiling
Tesla breaks ground on lithium refinery in Texas
3D Systems slashes 6% of its corporate workforce in U.S. and Europe
NYT receiving $100M as part of its expanded Google content deal - WSJ
Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks
'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Berkshire Hathaway (BRK.A) (BRK.B) Q1 operating earnings rise 13%; ratchets up stock buybacks (02:46). What's in store for Lucid (LCID) in Q1? (07:15)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Berkshire Hathaway won't buy control of Occidental Petroleum, Buffett says
Post-Fed the new market buzzword is SLOOS - here's what to know
Catalyst Watch: CPI report, Icahn showdown and Spectrum Brands trial headline big week
Activist Nelson Peltz said to be targeting Estee Lauder - report
Lucid: Buyers Must Be Convinced Of Its Recession Resilience
Take the Wall Street Breakfast Survey
Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.
Our links:
Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Catalyst Watch
Disney Earnings Preview
Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Post-Fed the new market buzzword is SLOOS - here's what to know
U.S. economy adds 253K jobs in April, unemployment drops to 3.4%
Earnings Calendar
The Walt Disney Company: Buckle Up For Big News
Hollywood writers strike for first time since 2007, with streaming in focus
Regional bank fears? Watch this key variable
Entertainment stocks slide with Paramount serving as anchor
Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy?
FDIC set to propose assessment on larger banks to replenish insurance fund - report
J&J spinout Kenvue shares climb 22% following $3.8B upsized IPO (update)
Apple Q2: Another Solid Beat
Apple Fiscal Q2 Earnings: Not Good Enough
What happened during the White House meeting on artificial intelligence?
Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M deal
Apollo-led group nears acquisition of Arconic for $30 a share - WSJ
J&J talc bankruptcy judge pushes both sides into settlement talks
Icahn Enterprises falls for second day amid short call; Icahn net worth dropped $3B on Tuesday (update)
United Airlines outlines aims to hire 50,000 workers by close of 2025
Mike Fay Investing Group leader of BlockChain Reaction
PacWest Bancorp Plummets On Renewed Solvency Concerns
Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
The Fed Is Set To Tighten The Screws Further On The Economy
CVS Health closes acquisition of Oak Street Health
Revlon emerges from Chapter 11 protection
Biden said to be close to nominating Fed vice chair and governor
White House calls a meeting of tech CEOs for AI safety measures
Is the debt ceiling constitutional and has the U.S. ever defaulted?
U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
FDIC proposes changes to deposit insurance system in wake of bank failures
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Hollywood writers strike for first time since 2007, with streaming in focus
First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Iveric Bio: ACP Advances As GATHER Results Continue To Impress
Arm confidentially files for U.S. initial public offering
Nornickel board recommends no dividend for first time since 2009
Will Apple, AMD earnings continue tech's 'so far, so good' results?
Charlie Munger sounds warning on U.S. commercial property market
Catalyst watch: FOMC, Apple earnings, Kenvue IPO and jobs report are on tap
JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
JD Henning's Value & Momentum Breakouts Investing Group
Tracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)
Chaim Siegel's Fed Trader Investing Group
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.
Our links:
Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Earnings Week Ahead
Catalyst Watch
Quick Dividend Stock Picks
Apple’s Q2 Preview
Kenvue IPO Update
Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Samsung, Apple lead another weak smartphone quarter
Starbucks traffic on uptrend in 2023, analyses indicate
U.S. Q1 GDP growth of 1.1% slows more than expected
Should the Fed surprise the markets with a strategic pause?
Meta shares surge as ad sales, outlook show strength
Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as Q1 beats, but Q2 costs ramp higher (03:06). Snap (SNAP) slides 17% as revenue slumps worse than expected (02:20).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Urgent rescue talks for First Republic: Will U.S. government get involved?
First Republic Is Likely The Next Shoe To Drop
Accenture to buy Einr AS, expanding logistics to Nordics
Cannabis stocks jump as bipartisan SAFE banking bill reintroduced
How to avoid having Big Tech dominate your technology portfolio
Cannabis Investing Podcast
Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disney (DIS) sues Florida Gov. DeSantis after district clampdown (02:22). Biogen (BIIB) gains as Medicare to cover new Alzheimer’s drug with full FDA approval (08:44).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Tyson Foods to cut hundreds of corporate, senior leadership staff - report
Nasdaq futures pop on Meta; S&P, Dow up as First Republic stabilizes
Mike Fay with BlockChain Reaction
Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedule into summer - report (08:14).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Microsoft said to plan to close Activision deal despite FTC suit - report
Binance.US pulls out of $1B Voyager deal, blames 'hostile' regulatory climate
Carrier to buy Viessman's heating and cooling unit for $13.17B; shares slide
Vera Bradley to cut about 25 corporate positions, appoint new CFO
Investing Experts Podcast
Microsoft Q3 Earnings Review: Solid Report, Valuation Premium Remains Unjustified - Sell by Ahan Vashi
First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and Samsung (SSNLF) may join hands to set up EV battery plant in the U.S (05:56). U.S. gasoline prices (UGA) may have hit summer season peak, GasBuddy says (07:39).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
First Republic (FRC) It's official: Biden launches 2024 re-election campaign
CNN ousts morning anchor Don Lemon amid controversies (updated)
Top host Tucker Carlson out at Fox News; Fox stock dips
Carrier declines on report of $10B bid for Germany’s Viessmann
Weight-loss drugmakers push for Medicare coverage
Why did Rumble stock rise today? Tucker Carlson's on the market
U.S. gasoline prices may have hit summer season peak, GasBuddy says
Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debut
Alphabet earnings look: Watching the ad slowdown, layoffs - and AI
General Electric beats Q1 top and bottom line estimates; updates FY23 outlook
General Motors Non-GAAP EPS of $2.21 beats by $0.48, revenue of $39.99B beats by $610M
VZ earnings preview: Eyes on subscriber count
PepsiCo Non-GAAP EPS of $1.50 beats by $0.11, revenue of $17.85B beats by $580M
UPS Non-GAAP EPS of $2.20 misses by $0.01, revenue of $22.9B misses by $80M
Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outflows at Credit Suisse (CS) reached $69B in Q1 and are still going (01:56). Silver Lake to launch $2.42B public takeover offer for Software AG (STWRY) backed by Software AG Foundation (07:20).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Philips: A Massive Upside, I Say 'Buy'
Johnson & Johnson to launch IPO roadshow for consumer health unit – WSJ
Bed Bath & Beyond files for Chapter 11 bankruptcy (update)
Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debut
NBCUniversal CEO Jeff Shell leaves company after 'inappropriate relationship'
Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season (1:20), the overall earnings picture and why we're in for a lot of volatility (8:30), 5 stocks that are Quant Strong Buys (11:30) and, is a recession coming? (16:30) This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Steven Cress on Seeking Alpha
Quant Ratings
Top 5 Stocks For Earnings Season
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in inflation. Despite recent dips, Bitcoin (BTC-USD) has big potential in the weeks ahead, according to analysts. And, aside from an onslaught of earnings reports, this week there is plenty to keep an eye on in the healthcare sector.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Catalyst Watch
Quick Dividend Stock Picks
Amazon Earnings Preview
Mario Leads the Box Office
Bitcoin’s Big Potential
Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the blackout period starts for the FOMC ahead of the May meeting (00:35). Investors should also look out for Q1 GDP. Seeking Alpha Associate News Editor, Kevin Curran says the earnings calendar is lit with tech giant Amazon (AMZN) and industrial giants like Caterpillar Inc (CAT). (03:49) Hot topic: Will big tech layoffs continue? (06:11)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Amazon earnings next week will include focus on job cuts, macro pressures and chip development
AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34). U Power (UCAR) surges 1,150% intraday in its market debut (04:07). Clorox (CLX) announces job cuts, joining a growing list of layoffs in 2023 (07:37).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Tesla reverses and hikes prices after months of cuts
Cathie Wood puts a $2,000 price target on Tesla for 2027, driven by robotaxis
AT&T: Free Cash Flow Freak Out
T-Mobile US deal for Ryan Reynold's-backed Mint Mobile under DOJ review - report
United Airlines outlines delays for Boeing deliveries
Hasbro reportedly discussing sale of EOne studio back to founder
Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMining (USGO) prices $20M IPO, debuts today.(08:27) Autoliv (ALV) invests in new airbag cushion plant to expand its footprint in Vietnam (03:29).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Tesla, Inc (TSLA) ESPN layoffs reported to start next week
SeatGeek said to file confidentially for IPO - report
Crypto clients are not to blame for Signature Bank collapse, NYDFS head says
Mike Fay with BlockChain Reaction
Catalyst Watch: Earnings season picks up steam, housing data due
Amgen wins appeals court ruling in patent dispute over psoriasis drug Otezla
Amgen Has Long-Term Staying Power
Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) flags as subscribers beat, but revenue slows in Q1 (02:11).Tesla (TSLA) cuts U.S. prices for sixth time this year ahead of Q1 results (07:08).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Walt Disney set to cut thousands of jobs next week - report
Investing Experts Podcast: Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano
Netflix earnings call: Password crackdown goes global; buybacks to increase
Opendoor makes second round of layoffs as housing slump persists
Meta reportedly ready to move on new round of job cuts
Investing Experts Podcast: Julian Lin's Top Tech Picks
Google reportedly launching its foldable phone in June, pushing Samsung
Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). Apple (AAPL) opens its first store in India, building out consumer base (03:41). Meet the only electric vehicles that will qualify for the full U.S. tax credit (08:03).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bellus Health: Building Momentum Around CALM, SOOTHE Studies
Apple Card launches 4.15%-yield savings account with Goldman Sachs
Florida's DeSantis ramps more threats against Disney over tax-district scuffle
Court overturns Berkeley's first-in-the-U.S. ban on natural gas
Chevron showcases renewable gas blend as alternative to electric vehicles
Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation trial delayed amid reports of settlement push (01:47). Panasonic (PCRFF) to build its third EV battery plant in the US, Oklahoma this time (09:02).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Merck & Co., Inc. Is Getting Healthier
After Tesla, rival Xpeng to cut costs in China with new vehicle manufacturing platform
Best Buy to cut staff across the country - report
Chia Network, crypto blockchain developer, files confidentially for IPO
Sega Sammy reportedly close to deal for 'Angry Birds' maker Rovio
Teck approached by Vale, Anglo American, Freeport McMoRan to explore deals - report
Catalyst Watch: Earnings season picks up steam, housing data due
Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), What recent bank earnings mean for the financial sector (4:50), Charles Schwab (SCHW) absorbing TD Ameritrade is a big deal nobody's talking about (8:15), Compelling investments in energy sector (12:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Kirk Spano on Seeking Alpha
Margin of Safety Investing
Dilution And M&A Coming To Banks
How To Avoid Losing Money Through The Volatility
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.
Tesla (NASDAQ:TSLA) expected to post updates, amid ongoing price wars in the electric vehicle industry. And, California is launching major changes in how solar energy is measured.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4594230-stocks-to-watch-eyes-on-the-health-of-financials-housing-sector
Catalyst Watch:
https://seekingalpha.com/news/3956620-catalyst-watch-earnings-season-picks-up-steam-housing-data-due?hasComeFromMpArticle=false
Earnings Week Ahead:
https://seekingalpha.com/news/3956682-earnings-week-ahead-tesla-att-charles-schwab-netflix-and-more?hasComeFromMpArticle=false
Tesla Expands Price Cuts:
https://seekingalpha.com/news/3956519-tesla-expands-its-price-cut-to-europe-singapore-and-israel
California Solar Energy:
https://seekingalpha.com/news/3956760-california-cuts-home-solar-incentives-but-analyst-sees-installations-staying-strong
Catalyst watch for the week of April 16. Seeking Alpha Associate News Editor, Kevin Curran says investors can expect the latest housing indicators in the week ahead (00:37). You should also look out for more on bank earnings as well as earnings from Tesla (TSLA) and Netflix (NFLX). (02:21) Hot topic: Josh Harris is buying the NFL's Washington Commanders for a record $6B (06:24).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Apollo co-founder Harris to buy NFL's Commanders for record $6B - reports
Tesla expands its price cut to Europe, Singapore, and Israel
Tesla to cut prices in Hong Kong by nearly double digit percentages - report
Tesla could continue cutting prices, analysts advise
Tesla cuts prices on all U.S. models
Banks Q1 earnings focus on deposit levels, outlook (00:31). DOJ says Adobe (ADBE) agrees to $3M settlement over kickback allegations (04:44). NY-based menswear brand Bonobos bought by Express (EXPR) and WHP from Walmart (WMT) for $75M (05:30).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wells Fargo reportedly scheduled to meet OCC staff at end-week
WeWork venture said to default on $240M loan for San Francisco office building
Oracle's NetSuite unit tells employees to return to office
Psychedelic mushroom producer First Person updates IPO terms
DAVIDsTEA to voluntarily delist from Nasdaq after April 14 market close
Apollo co-founder Harris to buy NFL's Commanders for record $6B - reports
Europe creates task force to look into OpenAI's ChatGPT
Express Is Now Basically A Long-Dated Call Option
Express, Inc: A Very Unsafe Bet With A Silver Lining
Consumer inflation eases in March: core CPI rises 5.6% Y/Y, as expected (00:43). SoftBank (SFTBY) sells most of its remaining Alibaba (BABA) stake amid decline in its technology investment, limiting China exposure (02:34). Newly public Alliance Entertainment (AENT) files for Nasdaq uplisting, offering (08:51).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Crude oil jumps after Granholm says U.S. could start to refill reserve this year
Mike Fay, BlockChain Reaction: CleanSpark: Production Growth Is On Track
3M’s healthcare spinoff may not stay in Minnesota, Star Tribune reports
So long, HBO name: WBD goes for 'Max' power in merged streaming service
IBM exploring sale of its weather business - report
Broadcom slips as European agency sends 'statement of objections' over VMware deal
Tesla to cut prices in Hong Kong by nearly double digit percentages - report
US GoldMining updates terms for proposed $20M US IPO
March CPI expected to cool further, but to a level still well above Fed's target (00:48). Wells Fargo (WFC): ‘Expect a 10% correction in the next 3-6 mos.’ (02:21) Emerson Electric (EMR) near deal to acquire National Instruments (NATI) for $60/share- report (07:28).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Investing Experts Podcast with Julian Lin: Top Tech Picks
Twitter is roughly breaking even, says Elon Musk
US banks to bolster reserves after shoring up First Republic - report
Movie screen maker Strong Global downsizes proposed IPO to $8M
Walmart to close four Chicago stores amid mounting losses
Google to drop COVID vaccine rule to enter company buildings
WhatsApp turns on merchant chat payments in Brazil
Alibaba (BABA) unveils new ChatGPT-like service to be integrated across all its products (00:32). Bitcoin (BTC-USD) crosses $30,000 to hit 10-month high as investors increasingly bet on Fed pause (01:18). South Korea bills Google (GOOG) (GOOGL) a $32M fine for blocking rival's video games (03:35).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Global PC shipments fall 29% in Q1, growth expected after 2023
Virgin Orbit gets Nasdaq delisting notice after filing for bankruptcy
Amazon charging fees for UPS returns in cost-cutting move - report
China luxury car importer Cheetah Net files for $12M US IPO
TypTap Insurance, a unit of HCI Group, pulls $100M IPO plans
UnitedHealth expands in primary care with Crystal Run acquisition
UnitedHealth Group: May Seem Overvalued But Significant Upside Still Ahead
Tesla (TSLA) to build new factory in Shanghai for Megapack battery (00:39). Baidu (BIDU) sues Apple (AAPL) and app developers over bogus Ernie bot apps - report (03:38). Emirates Telecom to buy 50% of Uber's (UBER) Careem super app for $400M (04:07).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Sen. Elizabeth Warren, others request DOJ probe of Warner Bros. Discovery deal
Samsung Electronics to cut memory chip output by 'meaningful' level
Premier cancer research event, AACR is starting this week; Here is what to expect
Catalyst Watch: Eyes on inflation data, big bank earnings
The March Jobs Report Is Just Right
The closely-watched March consumer price index report is due for release. Tesla (NASDAQ:TSLA) cuts prices on all US models. The new Super Mario Bros. (CMCSA) film is looking to hit big on its opening weekend.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.\
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4592955-stocks-to-watch-inflation-data-bank-earnings-on-deck
Catalyst Watch:
https://seekingalpha.com/news/3955188-catalyst-watch-eyes-on-inflation-data-big-bank-earnings?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link
Box Office:
https://seekingalpha.com/news/3955171-game-on-mario-bros-aim-for-125m-at-holiday-box-office?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link
Tesla Price Cuts:
https://seekingalpha.com/news/3955182-tesla-cuts-prices-on-all-us-models
The March jobs report (out on a stock market holiday) took some steam out of the weak labor market narrative of the week. Seeking Alpha Director of News Jerry Kronenberg joins Kim Khan to break down the bond and futures action and what this means for a data-dependent Federal Reserve.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Nonfarm payrolls growth cools in March, but unemployment rate tightens to 3.5%
FedEx (FDX) to consolidate operations amid cost-savings effort (00:52). Tesla (TSLA) nearly triples total workforce at Austin gigafactory (05:29). Amazon (AMZN) eyes reduced stock awards for employees - report (06:03).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bed Bath & Beyond stock slumps despite $120M merchandise agreement
Mike Fay: Ethereum Staking With Lido Finance: The Shanghai Catalyst
Tattooed Chef receives noncompliance letter from Nasdaq
Tattooed Chef: 3 Reasons To Avoid This Cash Incinerator
Disney changes streaming heads; Perlmutter speaks out on firing
Pan American Silver transferring listing of common shares to NYSE from NASDAQMalaysia's VCI Global reportedly postpones downsized $8M US IPO
Trump SPAC Digital World (DWAC) drops amid former president's arraignment, delayed 10-K filing (00:55). J&J (JNJ) unit refiles for bankruptcy over talc litigation; offers to pay $8.9B (01:46). Walmart (WMT) aims to have about 65% of its stores serviced by automation by 2026 end (06:39).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Granite secures ~$126M contract to relocate U.S. Marines from Japan
Compass Minerals cuts 16% of workforce in restructuring
Seeking Alpha CMP Warning
Exxon expects up to $1.8B lower Q1 profit from lower oil and gas prices
Johnson & Johnson: A Huge Opportunity In A Blue-Chip Dividend King
Johnson & Johnson: Still One Of The More Expensive Pharmaceutical Companies
2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA
Virgin Orbit (VORB) files for bankruptcy after failing to find a source of funding (00:35). Why are Bob Iger and Ron DeSantis at odds? It's a long story. (02:02) A Twitter logo change sends DogeCoin soaring and apes rejoice even as AMC stock slumps. (03:35)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Disney: Why I'm betting on Bob Iger
Seeking Alpha VORB warning
McDonald's (MCD) reportedly orders offices closed ahead of expected layoffs (00:44). OPEC+ announces surprise oil production cut. (02:10) World Wrestling (WWE) Entertainment reportedly close to sale to Endeavor (EDR). (05:29)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Invest Heroes: McDonald's: It Is Not Interesting Yet
Catalyst watch: Tesla deliveries, Walmart event and jobs report headline big week
Tesla tops deliveries expectations with 422,875 cars moved in Q1
XPeng announces vehicle delivery of 7,002 in March
FTX's European arm sets up website to unlock users' funds
Colin Tedards: Ranking The WWE Buyout Options
The March jobs report will be the most watched news of the week. The first few days of April will see a major focus on auto sales and deliveries numbers, with reports from General Motors (GM), Toyota (TM) and Tesla (TSLA). And, Netflix (NASDAQ:NFLX) is reportedly scaling back movie development.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4591597-stocks-to-watch-counting-cars-time-for-tesla-rivian-gm-ford-and-nio
Catalyst Watch:
https://seekingalpha.com/news/3953276-catalyst-watch-tesla-deliveries-walmart-event-and-jobs-report-headline-big-week?hasComeFromMpArticle=false
Quick Dividend Stock Picks:
https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false
Box Office Preview:
https://seekingalpha.com/news/3953358-dungeons-dragons-takes-its-game-to-the-movie-theaters?hasComeFromMpArticle=false
Netflix Scaling Back Movies:
https://seekingalpha.com/news/3953150-netflix-reportedly-scaling-back-movie-development-amid-restructuring
Catalyst watch for the week of April 2. Seeking Alpha Managing News Editor, Kim Khan explores the big topic of the week, nonfarm payrolls (00:32). Seeking Alpha Associate News Editor, Kevin Curran says expect Levi Strauss & Co. (LEVI) and Constellation Brands, Inc. (STZ) to report earnings next week (03:07). A hot topic this weekend is March Madness. Is your bracket busted? (05:07) Finally, look out for a new survey in Monday’s Wall Street Breakfast newsletter.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Constellation Brands to use content studio partnership to promote wines
Levi’s likely to miss Q1 earnings expectations, UBS says
Virgin Orbit (VORB) stock slumps ~43% in extended trading after co to ax nearly entire workforce. (00:42) Why did EVgo (EVGO) stock surge on Thursday? Stronger than expected earnings, upbeat outlook (02:07). Tesla (TSLA) reportedly eyeing US-based battery plant alongside CATL (03:45).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
EVgo Q4 Earnings: Not An Exciting Quarter
Stone Fox Capital
Trump indicted, calls case 'witch hunt'; Trump SPAC DWAC jumps (updated)
Sam Bankman-Fried pleads not guilty to latest batches of charges
Wells Fargo fined $97M for breaking U.S. sanctions rules
National CineMedia (NCMI) jumps 19% as it notes talks with lenders. (00:44) LendingTree (TREE) announces 13% workforce reduction plan to reduce operating costs (02:00). Coinbase (COIN) said to be in talks with regulators to stay in Canada (05:38).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Macrotips Trading: National CineMedia: From Bad To Worse
Mike Fay: https://seekingalpha.com/author/mike-fay
Arbitrum Airdrop: Strong Network Metrics, Weak Token Economics
Coinbase said to be in talks with regulators to stay in Canada
CommScope investing $47M to expand fiber-optic cable production
Electronic Arts to cut 6% of workforce, take $170M-$200M in charges
Wolverine World Wide cuts jobs in UK as it streamlines Sweaty Betty
mCloud Technologies receives non-compliance notice from Nasdaq
Apple says annual developer conference will start June 5
Biomea (BMEA) climbs on Phase 2 data for Type 2 diabetes candidate. (00:42) Ermotti returns as UBS (UBS) CEO to guide Credit Suisse (CS) deal (01:45). AMC (AMC) jumps on report Amazon (AMZN) exploring potential acquisition (updated) (06:40).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Brad Thomas: https://seekingalpha.com/author/brad-thomas
Investing Experts podcast with Brad Thomas
VICI Properties: https://seekingalpha.com/symbol/VICI
Microsoft debuts new AI chatbot for cybersecurity needs
Lucid reportedly plans to lay off nearly 1300 workers
Lucid Group: Not Healthy, But Has A Few Ways To Cheat Death
Apple rolls out new Buy Now, Pay Later option in U.S.
N-able jumps 8% on addition to SmallCap 600 index
Chinese edtech NetClass files for proposed $17M US IPO
Skincare products developer CoLabs files for proposed $6M IPO
Nike opens Jordan brand store in Japan
Disney (DIS) launches first of three job-cutting rounds this week - memo (00:41). Binance (BNB-USD) and CEO Changpeng Zhao sued by CFTC over regulatory breaches (update) (03:41). Alibaba (BABA) to break up into six units which may pursue individual IPOs: Report (06:27).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Lyft picks board member David Risher to be new CEO
Cigna, Humana accused of price fixing in Ohio – WSJ
Forum Energy wins $25M contract to provide desalter systems to Saudi Aramco
Full impact of Federal Reserve's tightening still being learned, Fed's Jefferson says
Berkshire Hathaway hikes Occidental Petroleum stake after new purchases
Disney: It's Bob Iger Vs. Hollywood
Berkshire Grey: https://seekingalpha.com/symbol/BGRY
FDIC inks deal for First Citizens (FCNCA) to buy Silicon Valley Bank (SIVB). (00:53) Tim Cook lauds Apple's (AAPL) 'symbiotic' relationship with China. (06:06) Curaleaf (CURLF) delays release of Q4, 2022 financial results (07:15).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
WSB Survey
Musk offers Twitter employees stock grants based on $20B valuation
Seeking Alpha’s CashFlow Hunter predicted SIVB’s implosion. Here’s what he expects next
Microsoft's chances of closing Activision deal raised to 70% from 50% at Citi
Wellness services provider Nava Health MD pulls plans for $8M IPO
WWE receives $17.4M from McMahon for investigation costs
Carnival Corporation: Improved, But Not Enough
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk
Apple (AAPL) is looking to invest more in putting movies in theaters. Lululemon (LULU) is set to report earnings this week. And, Dollar General (DG) faces fines of more than $1million over price inaccuracies.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4590000-stocks-to-watch-bright-lights-on-big-banks
Catalyst Watch:
https://seekingalpha.com/news/3951028-catalyst-watch-eyes-on-deutsche-bank-intel-virgin-orbit-and-the-feds-favorite-inflation-gauge
Quick Dividend Stock Picks:
https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false
Apple’s Movie Goals:
https://seekingalpha.com/news/3950364-apple-looking-to-spend-1b-a-year-to-release-movies-in-theaters?hasComeFromMpArticle=false
Catalyst watch for the week of March 26. Seeking Alpha Managing News Editor, Kim Khan explores the topics Fed speakers will discuss following the FOMC meeting (00:32). Seeking Alpha Associate News Editor, Kevin Curran tells us all eyes will be on Micron Technology, Inc. (MU) and Lululemon Athletica, Inc. (LULU) for their earnings reports (05:02). A hot topic this week was a report that the Blockbuster website is back online. What impact, if any, would the return of a brick-and-mortar video store have on streaming companies like Netflix (NFLX)?(07:23) Finally, do you think the banking crisis is contained? Look out for that survey question in Monday’s Wall Street Breakfast newsletter.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Micron stock climbs 5% as anticipation for memory chipmaker's results grows
Lululemon bulls call out attractive entry point ahead of earnings next week
Citi expects Lululemon stock to pop post earnings
Traders boost bets that Federal Reserve will cut policy rate in June
U.S. prepared to take more actions to ensure deposits are safe, Janet Yellen says (00:50). Deutsche Bank (DB) shares tumble as cost of default insurance spikes (02:03). TikTok (BDNCE) CEO defends 'American data stored on American soil' in House hearing (07:00).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
SEC warns of 'significant' risk of loss for crypto investors
U.S. oil reserve refill could take 'a few years,' energy secretary says
Accenture to lay off 19,000 people in cost cutting effort
Deep Tech Insights: Accenture: Undervalued Intrinsically With Huge Cloud Tailwinds
JPMorgan, Citigroup said to warn staff not to solicit client business from stressed banks
Hyundai, Kia recall 570K vehicles due to fire risk, NHTSA says
Boeing Starliner crewed flight delayed again, NASA says
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk
Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinbase (COIN) stock slides 14% after the bell as SEC warns of potential charges. (04:46) J&J (JNJ) turns to Supreme Court to OK unit bankruptcy plan for talc lawsuits - report (07:34).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Janet Yellen says not weighing covering all uninsured bank deposits
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
Bitcoin erases week's gains as Fed's inflation fight rumbles on
U.S. bond investors look to sue Swiss over $17B Credit Suisse debt writeoff - report
SEC sues Tron founder Justin Sun for fraud; Lindsay Lohan, Jake Paul among those charged
Toshiba board agrees to accept $15.3B buyout proposal from a Japanese consortium
Virgin Orbit Holdings: https://seekingalpha.com/symbol/VORB
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk
Federal Reserve faces dilemma — to hike or not as financial shock complicates (00:51). GameStop (GME) soars 31% after the retailer records a surprise Q4 profit (03:49). Credit Suisse (CS) staff deferred bonuses to be suspended as ordered by Swiss Federal council (07:46).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Bill Ackman and Elon Musk among the doves ahead of Fed interest rate decision
Should the FDIC deposit insurance cap be kept, waived or raised?
SVB Financial says FDIC took 'improper actions' to cut it off from cash - report
GameStop soars 31% after the retailer records a surprise Q4 profit
Eli Lilly experiencing shortages of diabetes med Trulicity
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk
First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JPMorgan (JPM), Deutsche Bank (DB) ties with Epstein to proceed (04:19). Ferrari (RACE) discloses a cybersecurity incident regarding client data (04:57).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Wall Street Breakfast Survey
Amazon cuts 9,000 jobs — and more layoffs could be coming
Marcel Knoop: Amazon: Breaking Up The Company From An Accounting Standpoint
California to empower oil company watchdog to monitor gasoline prices
Baxter biopharma solutions unit seeing interest from Thermo Fisher, Celltrion - report
Cortigent, developer of human vision restoration devices, files for $17M IPO
Judge allows suits over JPMorgan, Deutsche Bank ties with Epstein to proceed
Florida Governor Ron DeSantis calls for ban on CBDC
CashFlow Hunter: SVB Financial: Blow Up Risk
All-In Podcast: https://youtu.be/yYwfiqYocc0
UBS (UBS) confirms deal to acquire Credit Suisse (CS) for $3.25B in stock (00:39). Midsize banks press FDIC to insure all deposits over next two years - Bloomberg (07:57). Warren Buffett (BRK.B) talking to Biden administration on the banking crisis - report (07:07).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Credit Suisse, UBS tumble in premarket trading after emergency rescue
NY Community Bancorp unit agrees to buy Signature Bank deposits, some loans
Bed Bath & Beyond holds special meeting to seek approval for reverse share split, stock down 9%
CashFlow Hunter: SVB Financial: Blow Up Risk
All-In Podcast: https://www.youtube.com/watch?v=yYwfiqYocc0
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edge. Nike (NKE) is expected to post its fiscal third quarter update. And, NVIDIA (NVDA) will present its latest advancements in AI this week, and analysts say the megatrend is becoming harder to ignore.
Our links:
Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4588490-stocks-to-watch-all-eyes-on-the-federal-reserve
Catalyst Watch:
https://seekingalpha.com/news/3931946-catalyst-watch-google-talks-ai-nordstrom-drama-and-canada-goose-event?hasComeFromMpArticle=false
Earnings Week Ahead:
https://seekingalpha.com/news/3948534-earnings-week-ahead-nike-chewy-general-mills-gamestop-and-more
Morgan Stanley Upgrades on AI 'Megatrend’:
https://seekingalpha.com/news/3948465-nvidia-stock-rises-morgan-stanley-upgrades-ai-megatrend?hasComeFromMpArticle=false
Catalyst watch for the week of March 19. Seeking Alpha Associate News Editor, Kevin Curran explains what could result from the FOMC meeting on March 21, 22, following the recent events surrounding Silicon Valley Bank (SIVB), Signature Bank (SBNY) and First Republic Bank (FRC) (00:37). Kevin gives an earnings and conference preview (03:41). He says to look for reports from Foot Locker (FL) and Nike (NKE) (05:13). In addition, Nvidia (NVDA) is hosting a conference and one of the major topics is AI. Finally, in light of the banking crisis, will the Fed hold? Look out for our survey in Monday’s Wall Street Breakfast newsletter.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
The Honest Company: https://seekingalpha.com/symbol/HNST
Expectations tilt firmly towards 25 bp Fed hike, spurred by bank crisis, ECB decision
First Republic Bank (FRC) sinks after suspending dividend following bank support (00:41). FedEx (FDX) stock flies higher as cost-saving efforts bear fruit (03:04). TikTok (BDNCE) said in talks with potential buyers as U.S. pushes for possible ban - report (05:10).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Google to boost price of YouTube TV amid rising content costs
Warren Buffett’s Berkshire Hathaway adds more Occidental shares, boosting its stake to 23.1%
Virgin Orbit reportedly in talks about potential buyout
CashFlow Hunter: SVB Financial: Blow Up Risk
MacroTips Trading: National CineMedia: From Bad To Worse
Credit Suisse: https://seekingalpha.com/symbol/CS
Credit Suisse (CS) stock jumps 32% as lender secures $54B loan from Swiss National Bank (00:59). First Republic Bank (FRC) gains on report it's evaluating options including a sale (02:22). Virgin Orbit (VORB) plunges on report it's furloughing employees as it seeks funding lifeline (02:40).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
First Republic Bank gains on report it's evaluating options including a sale
Mike Fay, BlockChain Reaction: Bitcoin: 10 Years Since Cyprus
SVB, Signature Bank bid deadline set for Friday by FDIC - Reuters
CashFlow Hunter: SVB Financial: Blow Up Risk
Apple supplier, Foxconn to debut manufacturing AirPods at a $200M factory in Telangana
Robinhood COO Gretchen Howard to leave at 2023 end - filing
Boeing estimates aircraft financing will reach pre-pandemic levels this year
Silicon Valley Bank (SIVB) collapse, insider stock sales investigated by regulators - report (00:47). TikTok said to consider splitting from ByteDance (BDNCE) if it can't reach U.S. agreement (02:43). Credit Suisse (CS) stock plunges to record low as top investor rules out further support.(06:25)
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Facebook parent Meta Platforms slashes another 10,000 jobs
SVB Financial confirms that Goldman was buyer of underwater securities last week
Fed to consider tough rules for midsize banks following SVB failure- report
DOJ was probing Signature Bank's work with crypto clients ahead of collapse - report
Apple said to delay bonuses for some staff, freeze hiring over cost scrutiny
Univar jumps after Apollo Global agrees to acquire for $8.1B (update)
Tyson Foods set to lay off 1,700 employees, close two plants
Boxed plunges after saying it's evaluating potential bankruptcy filing, other options
Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Modine Manufacturing Company: https://seekingalpha.com/symbol/MOD
FDIC is reportedly planning another auction of Silicon Valley Bank (SIVB) (00:45). Credit Suisse (CS) discloses 'material weakness' in reporting procedures (04:23). CPI watch: All eyes on inflation data for clues on Fed rate hike path (03:15).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Federal Reserve to review its oversight of Silicon Valley Bank, led by Michael Barr
Netflix said to be considering alternatives for ad operations
IP Banking Research: Credit Suisse: I Am Selling (Rating Downgrade)
Amgen facing class action suit over owing more than $10B in back taxes and penalties
Boeing is said to be close to selling almost 80 Dreamliners to two Saudi airlines
Uber, Lyft and DASH notched higher as California court classifies drivers as contractors
SurveyMonkey parent Momentive to be taken private in deal valuing it at ~$1.5B
WSB Survey, Favorite Wall Street Movie?: https://forms.gle/7eUdiDvXxPNVGYpT6
Silicon Valley Bank (SIVB) depositors to have access to all funds on Monday (00:38). Federal Reserve creates lending facility for banks.(01:35) Signature Bank (SBNY) taken over by New York Department of Financial Services (01:07).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
First Republic gets liquidity support from Federal Reserve, JPMorgan Chase
HSBC acquires Silicon Valley Bank UK for £1
Cash Flow Hunter: SVB Financial: Blow Up Risk
Coinbase had $240M cash balance at Signature Bank, expects full recovery
Etsy sellers impacted by collapse of Silicon Valley Bank - reports
RAPT Therapeutics, Repare Therapeutics among biotechs to disclose exposure to Silicon Valley Bank
All-In Podcast: https://www.youtube.com/watch?v=CEee7dAk25c
Bill Ackman says more banks will fail, but now have government 'roadmap' to manage them'
Everything Everywhere' strikes blow for indie filmmaking at Oscars
March Madness is here - time to buy or fade sports betting stocks?
The February Consumer Price Index to be released this week. Drama ensues over the Silicon Valley Bank (NASDAQ:SIVB) meltdown, while investors remain wary over a possible contagion effect. And, the upcoming Fedex (FDX) earnings report could offer some insight into the state of the U.S. economy.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch: https://seekingalpha.com/article/4586598-stocks-to-watch-investors-prep-for-cpi-nail-biter-earnings-reports-from-fedex-xpeng-and-dollar-general
Catalyst Watch: https://seekingalpha.com/news/3946540-catalyst-watch-microsoft-ramps-up-ai-talk-fedex-earnings-and-voting-drama-with-amc-entertainment-ritchie-bros
Earnings Week Ahead: https://seekingalpha.com/news/3946443-earnings-week-ahead-adobe-fedex-lennar-xpeng-dollar-general-and-more
Microsoft and AI: https://seekingalpha.com/article/4584581-breaking-down-generative-ai-microsoft-music-plays-elsewhere-than-in-search
Catalyst watch for the week of March 12. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week featuring CPI (00:32). Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview (02:13). He says to look for reports from Adobe (ADBE), FedEx (FDX) and Dollar General (DG). In addition, the hosts discuss whether Silicon Valley Bank (SIVB) will get a bailout and the impact the news is having on other banks (04:02). Finally, Kim wants to know, what is your favorite Wall Street movie (10:01)?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
SVB Financial's attempts to raise capital failed; in talks for sale - report
Nonfarm payrolls growth stronger than expected; unemployment rises to 3.6%
Charles Schwab stock selloff deepens; Morgan Stanley calls it overdone
SVB Financial Group (SIVB) plunges 60%, leads banks lower (00:52). February jobs expected to ease from January's blowout number (02:52). Biden's budget proposal seeks to increase taxes on rich, boost spending, cut deficit (03:48).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
SVB Financial Group: https://seekingalpha.com/symbol/SIVB
Fed is creating team of experts to keep track of crypto developments, Barr says
SEC makes Blackbaud pay $3M for misleading about 2020 cyberattack
PishPosh postpones $9M IPO, two days after shares were priced
Credit Suisse (CS) shares drop after it delays annual report over SEC queries (00:48). Silvergate Capital (SI) to wind down operations, liquidate Silvergate Bank (01:54). Walgreens' (WBA) $54M contract with California to be canceled over abortion pill access (05:27).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
Boeing will see stronger oversight from Federal Aviation Administration
BHP to bypass lithium while maintaining focus on copper, nickel
BHP Group: Future Looks Good, But The Stock Is Not Yet A Buy
WWE sheds loss amid report it's pursuing legal betting on scripted matches
S&P, Nasdaq, Dow futures tick up as market braces for the return of Powell (1:00). Senators unveil bill to rein in TikTok (BDNCE), 'adversarial' tech (06:49). Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) buys another 5.8M Occidental (OXY) shares (08:34).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
WW International, Inc. https://seekingalpha.com/symbol/WW
Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)
SoFi sues Biden administration seeking to end student loan payment pause
SoFi: Banking Its Way To GAAP Profitability
Sohn dropping unsuccessful 16-month bid to join FCC
WeWork said to be in talks to overhaul over $3B of debt, raise more cash
Investors eye Powell's Senate testimony for rate hike clues amid hot economic data (00:48). Meta Platforms (META) is reportedly ready to cut thousands more jobs as soon as this week (01:59). Why did Spirit Airlines (SAVE) stock slide on Monday? JetBlue (JBLU) deal looks potentially doomed (02:33).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Google prepares workers for fewer senior promotions - report
GOOG Vs. GOOGL Stock: 2 Ways To Buy Alphabet, One Of Them Is Always Better
Paramount exploring selling control of BET media assets; Perry expresses interest (updated)
WW buying telehealth provider Sequence; provides easier access to obesity drugs
Amazon self-driving unit Zoox faces safety probe
Hawley expected to introduce a bill to ban senior federal officials from stock trading. More cost cuts? Amazon (AMZN) is shuttering Go stores after HQ2 construction halt. Tesla (TSLA) slashes U.S. Model S and Model X prices to surge consumer demand.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Norfolk Southern says second derailed train in Ohio contains no toxins
DocuSign: Lots Of Potential In An Expensive Stock; Taking A Wait-And-See Approach
More cost cuts? Amazon is shuttering Go stores after HQ2 construction halt
Tesla slashes U.S. Model S and Model X prices to surge consumer demand
Airbnb cuts 30% of recruiting staff (update)
Johnson & Johnson's Stelara demonstrates long-term efficacy in Crohn's disease
The February U.S. jobs report could mean interest rates will be raised more than expected. The NBA is rolling toward a new multiyear deal for rights to its games, putting pressure on ESPN (NYSE:DIS) and Turner (NASDAQ:WBD). Tesla's (NASDAQ:TSLA) bid to be the world's largest automaker could get a boost from its new massive Mexico Gigafactory.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch: https://seekingalpha.com/article/4584452-stocks-to-watch-jobs-report-drama-could-flip-the-script-for-investors
Catalyst Watch: https://seekingalpha.com/news/3944067-catalyst-watch-general-electric-apple-chevron-black-knight-and-ethereum-in-the-spotlight
NBA Seeks New Rightsholder: https://seekingalpha.com/news/3944191-espn-turner-and-media-names-get-ready-to-pay-dearly-in-new-nba-deal
Tesla’s new Mexico factory: https://seekingalpha.com/news/3943819-teslas-bid-to-be-the-worlds-largest-automaker-could-get-a-boost-from-huge-mexico-gigafactory
Catalyst watch for the week of March 5. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including what to expect in the non farm payrolls report and why the report is a week later than usual. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says the season is slowing but look out for reports from DocuSign (DOCU) and JD.com, Inc (JD). In addition, the hosts discuss recent TikTok (BDNCE) headlines including a ban from federal devices. Is this politics at play and which social media company could benefit from a total U.S. ban? Finally, Kim wants to know, Which S&P sector do you believe will be the best performer in 2023?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Pressure on TikTok intensifies as EU looks to ban federal usage
White House declares 30 days timeline to get rid of TikTok app from federal devices
Ericsson (ERIC) paying $207M fine to resolve breached DOJ deal. Apple (AAPL) supplier, Foxconn (FXCOF) said to build $700M iPhone plant in India in shift from China. S&P, Nasdaq, Dow futures edge up as yields retreat.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Sprouts Farmers Market: A Peter Lynch Story
Why did Silvergate (SI) tank? Stock hits record low on potential going concern risk.
Parkland nixes planned renewable diesel project, citing U.S. law
Norfolk Southern and other big railroads will join the FRA 'close call' program
HPE buys Israeli cloud security firm Axis Security
Vegan fast-food chain Odd Burger files for Nasdaq uplisting, $12M offering
Better Choice lays off 25% of its workforceCiti said to cut less than 1% of workforce, with investment-banking staff targeted
ESPN looking to help users find sports streams - even on its rivals, report says
Biden's first veto set to counter anti-ESG investing bill. Salesforce (CRM) shares climb as earnings outlook, results suggest more strength ahead. Tesla's (TSLA) new master plan includes next-gen EV platform, leading Earth's path to a sustainable economy.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Silvergate sinks 32% as annual report filing delayed amid higher losses, regulatory probe
Lithium Americas can start digging at Thacker Pass, appeals court denies injunction
Crypto exchange Kraken said to stop using Signature Bank for dollar deposits, withdrawals
Microsoft-Activision review gets two more weeks from Europe watchdog
Mike Fay: https://seekingalpha.com/author/mike-fay
Eli Lilly slashes insulin prices by 70%, places $35 monthly out-of-pocket cap
Eli Lilly Is Still Overvalued But Should Be On Your Watchlist
Tesla (TSLA) Investor Day preview: Are cheaper electric vehicles part of the master plan? General Motors (GM) cuts jobs despite pledges to the contrary. FTX's (FTT-USD) Singh to plead guilty to fraud charges; SEC, CFTC file separate complaints (update).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Goldman Sachs said to be open to hiring staff for digital assets group
Goldman is said to evaluate sale of GreenSky - report
Chinese medical device maker MED EIBY files for $20M US IPO
Eric Basmajian: https://seekingalpha.com/author/eric-basmajian
Investing Experts Podcast: The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research)
Supreme Court to hear case on Biden's student loan forgiveness plan. Ron DeSantis puts Disney's (DIS) special Florida district under state control. Altria (MO) is reportedly in a deal for vaping brand NJOY (updated).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Plaintiffs ask for emergency injunction for Thacker Pass lithium mine before digging starts
US GoldMining, a unit of Canada's GoldMining, files for $20M US IPO
Snap launching 'My AI' chatbot for subscribers
Meta Platforms building 'top-level' product group focused on AI, Zuckerberg says
Palantir job cuts to hit 2% of workforce
Poll: What do you think about a 4-day trading week?
Pfizer (PFE) reportedly in early stage talks to acquire Seagen (SGE). Nokia (NOK) revamps iconic logo in strategy shift away from phone business. Nasdaq, S&P, Dow futures rise with durable goods orders in view.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Union Pacific looking for new chief executive amid activist pressure
Seagen: Back On Track, Priced About Right
Tesla’s (TSLA) biggest event of the year is this week, where they’ll focus on their plan to make electric vehicles more affordable. In the retail sector, Target (TGT) is due to report earnings this week. And, the Mobile World Congress in Barcelona will give consumers an anticipated update on the 5G ecosystem.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links
Stocks to Watch: https://seekingalpha.com/article/4581774-stocks-to-watch-tesla-rivian-chevron-and-goldman-sachs-could-see-jolts
Catalyst Watch:https://seekingalpha.com/news/3940433-catalyst-watch-tesla-event-microsoft-talks-chatgpt-rivian-earnings-and-chevron
Mobile World Congress: https://seekingalpha.com/article/4581108-early-mwc-news-5g-infrastructure
Tesla Investor Day: https://seekingalpha.com/news/3940940-tesla-investor-day-preview-are-cheaper-electric-vehicles-part-of-the-master-plan
Catalyst watch for the week of February 26. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including Chicago PMI. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says several retailers including Lowe’s (LOW) and Target (TGT) are due to report. In addition to retailers, look for reports from EV charging, auto and energy companies. Kevin also gives a detailed breakdown of what investors could see from Tesla’s (TSLA) 2023 Investor Day event. Finally, Kim is asking, “What do you think of a 4-day trading week?”
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Tesla announces global engineering HQ in Palo Alto
Tesla weighing takeover bid for Sigma Lithium - Bloomberg
Tesla's potential lithium deal is sized up by analysts
Yellen warns on global economy as China pushes ceasefire in Ukraine. DOJ reportedly set to sue Adobe (ADBE) over $20B Figma acquisition. Boeing (BA) said to freeze deliveries of 787 jets over documentation questions.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Sam Bankman-Fried indicted on more criminal charges over FTX collapse
Retirement analysis: Fidelity reveals average 401(k) lost 23% in 2022
Adobe: A Compounder That May Beat The Market
Tesla (TSLA) announces global engineering HQ in Palo Alto. AI is at 'an inflection point' according to Nvidia's (NVDA) CEO. DOJ moves forward on yet another Google (GOOG) (GOOGL) antitrust case, over Google Maps.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Wells Fargo lays off mortgage bankers as it streamlines home lending business - report
Apple nears bid to shake up glucose monitoring market – Bloomberg
Starbucks jolts the coffee market with its biggest product launch in years
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
Nvidia: Soaring On Q4 Earnings Beat
Why did Home Depot (HD) stock slide on Tuesday? Earnings left room for improvement. Walmart (WMT) warns shoppers are pulling back on spending. Backlash at Amazon (AMZN) after employees ordered back to the office.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
News Corp. says no more talks about selling Move unit to CoStar Group
One Medical jumps on report FTC won't challenge Amazon purchase
U.S. to trim mortgage insurance costs in bid to boost affordability - report
Tyson Foods acquires Williams Sausage Company for undisclosed amount
Top 10 Stocks For 2023
Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Sigma Lithium Corporation: https://seekingalpha.com/symbol/SGML
Russia's Putin gives speech following Biden's visit to Ukraine. Ericsson (ERIC) said to axe 1,400 jobs in Sweden. Meta (META) to launch monthly subscription service for Instagram , Facebook - reports.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Meta to launch monthly subscription service for Instagram, Facebook - reports
Ericsson said to axe 1,400 jobs in Sweden
Uber reportedly in a deal with Tata Motors to launch 25,000 EVs in India
Hong Kong opens doors to retail investors for trading large crypto tokens
NBA inks new strategic partnership with China's Ant Group
Tencent reportedly in talks to sell Meta's Quest 2 VR Headset in China
Slowing 5G Spend And Strategic Missteps Have Ericsson Shares On The Mat
Russia’s central bank says it will roll out a digital currency pilot, following in Japan’s footsteps.
One of the biggest consumer events of the year will take place next week in New York City.
And why garbage stocks, like Waste Management (NYSE:WM), could be the next big play for investors.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links
Stocks to Watch: https://seekingalpha.com/article/4579610-stocks-to-watch-retail-gets-tested-with-walmart-home-depot-and-cagny-conference-on-tap
Catalyst Watch: https://seekingalpha.com/news/3937806-catalyst-watch-spotlight-on-retail-earnings-lucid-group-silvergate-capital-and-radware
Russia's new digital currency: https://seekingalpha.com/news/3937846-russians-central-bank-to-roll-out-digital-ruble-pilot-in-april
Catalyst watch for the week of February 19. Seeking Alpha Director of News, Jerry Kronenberg gives a rundown of the catalysts for the week including FOMC minutes. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says Home Depot (HD) and Walmart (WMT) are reporting next week with Lowe’s (LOW) and Target (TGT) the following week. One key data point to note is bloated inventory, a previous issue for some retailers.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Are retailers finally wrangling inventory issues?
Catalyst watch: Spotlight on retail earnings, Lucid Group, Silvergate Capital and Radware
Apple (AAPL) said to start laying off contractors in recent days. Tesla (TSLA) falls into negative territory after recalling +360K vehicles in the U.S. Norfolk Southern (NSC) under pressure as another train derails near Detroit.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Applied Materials rises as guidance tops estimates
Life Storage turns down Public Storage's $11B offer for company
BJ’s Restaurant posts stronger than expected profits, eyes price increases
MKSI's Ransomware Attack Could Have Significant Implications For Applied Materials
U.S. has until July-September to avert debt-ceiling breach, CBO estimates. Apple (AAPL) reportedly planning on mixed-reality headset debut in June. Binance USD (BUSD-USD): The Wells Notice Is A Big Deal For All Of Crypto.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Apple granted patent for foldable device as speculation mounts
Trulieve begins ads on Twitter, first US cannabis company to advertise on the medium
Tesla's Model Y is sold out in the U.S. for this quarter
Mike Fay: https://seekingalpha.com/author/mike-fay
Jeffrey Smith's Starboard Value adds Salesforce (CRM), Vertiv (VRT), exits Huntsman (HUN), ACIW (ACIW). Berkshire Hathaway (BRK.A) (BRK.B) adds to Apple (AAPL) stake, pares US Bancorp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Avaya files for bankruptcy, draws $780M in new financing
Grove Collaborative announces Walmart, Amazon launch (update)
Investing Experts: Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)
JEPI JPMorgan Equity Premium Income ETF: https://seekingalpha.com/symbol/JEPI
CPI expected to jump M/M in January but cool Y/Y; don't expect a Fed pivot. Boeing (BA) said to plan $24M investment for logistics center in India. Ford (F) confirms $3.5B battery plant, downplays political risk of CATL partnership, cutting jobs in Europe.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Microsoft begins rolling out ChatGPT for desktop use; mobile devices still to come
NBC Sports reportedly planning serious bid to reclaim NBA rights
Super Bowl ratings rise 1% from last year, with bump from Rihanna
Fidelity National Information Services: https://seekingalpha.com/symbol/FIS
Ford: 2 Billion Reasons To Buy
China accuses U.S. of flying spy balloons since early 2022. Fidelity National Information (FIS) plans to spin off its merchant business - report. Catalyst watch: Inflation reads, Roblox (RBLX) and DoorDash (DASH) in the spotlight.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Palantir: Nearing A Danger Zone Ahead Of Q4 Earnings (Technical Analysis)
Palantir Technologies Q4 2022 Preview: What To Watch For
Meta Platforms: https://seekingalpha.com/symbol/META
In the U.S., key reports due out putting the spotlight once again on inflation and interest rates.
Football fans are counting down the minutes until the superbowl, as bets are likely to be wagered by 30 million, and advertisers are dropping 7M dollars for airtime, during the most watched event of the year. Meanwhile, Apple(AAPL) takes over from Pepsico(PEP)as the sponsor of this year's halftime show, headlined by none other than Rihanna.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Stocks to watch: https://seekingalpha.com/article/4577369-stocks-to-watch-big-week-on-tap-for-anheuser-busch-snap-cisco-and-aptiv
Superbowl spotlight: https://seekingalpha.com/news/3934845-super-bowl-spotlight-will-include-apple-draftkings-gm-and-diageo
Catalyst watch: https://seekingalpha.com/news/3934884-catalyst-watch-inflation-reads-roblox-and-doordash-in-the-spotlight
Catalyst watch for the week of February 12. Seeking Alpha Senior Managing News Editor, Kim Khan talks about what to expect with CPI. He and Seeking Alpha Senior News Editor of Media and Telecom, Jason Aycock also discuss the AI Summit West with a look back at an AI heavy week. Kim also gives an Applied Materials (AMAT) earnings preview. In addition, Jason takes a deep dive into Super Bowl advertisements, how long it took Fox (FOX) to sellout and the industry we won’t see in the ads this year.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Fox sells out Super Bowl ads, no thanks to crypto 'implosion'; Brady makes broadcast plans
Used auto prices rise in January after dealers loaded up on inventory
Applied Materials: https://seekingalpha.com/symbol/AMAT
Apollo's (APO) Yahoo to lay off more than 20% of staff in digital ad strategy shift. Lyft (LYFT) sinks 30%+ after hours as weak Q1 guidance disappoints Wall Street (update). Coinbase (COIN) tumbles on fears the SEC could do away with crypto staking.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Micron dips as it suspends bonuses, cuts executive salaries
Microsoft-owned GitHub said to cut 10% of staff, to go fully remote
Chick-fil-A comes out of the lab with a new plant-based sandwich; Beyond Meat -5%
PayPal Holdings' Dan Schulman to retire at year end after eight years as CEO
Tradevestor: Lyft Needs A Lift, But Is Unlikely To Get One
Disney (DIS) earnings call: Company cutting 7,000 jobs, aims to restore dividend in '23. Why did Alphabet (GOOG) (GOOGL) stock slip? Blame Bard mistake, underwhelming AI event. Affirm (AFRM) stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Netflix expands account-sharing approach to four countries
Post to buy 9Lives, other pet food brands from Smucker in $1.2B deal
Google Labs VP exiting to form AI start-up with Salesforce ex Taylor
Affirm stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced
Mike Fay with BlockChain Reaction: https://seekingalpha.com/author/mike-fay
The 'Optimism' Is Strong In This One
Biden says in the State of the Union economy is building 'from the bottom up.’ Zoom (ZM) jumps as CEO says company will lay off 1,300 workers. Microsoft (MSFT) tops $2T market cap as it unveils AI-powered Bing, Edge browser.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Apple Pay Later coming soon as tech giant pushes into financial services
Meta settles lawsuit over its infinity-symbol logo
eBay announces hundreds of job cuts
Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Top 10 Stocks For 2023
AI frenzy: Baidu (BIDU) confirms plan to launch ChatGPT-like bot called 'Ernie'. Google (GOOG) (GOOGL) to launch Bard chatbot for feedback as it steps up AI competition. Boeing (BA) to cut 2,000 white-collar jobs in finance, HR - report.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Economy in focus at Biden's State of the Union address
Bed Bath & Beyond pares monster gain after convertible stock deal announced
CVS close to acquiring Oak Street Health for $10.5B - WSJ
Restaurant groups Cava, Fogo, Panera reportedly eyeing 2023 IPOs
Sam Bankman-Fried reaches deal with federal prosecutors on use of encrypted apps
Dalius Taurus: https://seekingalpha.com/author/dalius-taurus/
U.S.-China relations on edge after spy balloon is shot down. Dell (DELL) to slash 6,650 jobs, ~5% of global workforce - report. After recent cuts, Tesla (TSLA) lifts Model Y prices in the U.S.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Fitness mirror vendor Interactive Strength, d.b.a. Forme, sets terms for $14M IPO
Public Storage offers to acquire rival Life Storage for $11B
Elon Musk wins Tesla shareholder lawsuit over 2018 ‘funding secured’ tweet
Disney could license content to rivals as part of Iger's new company direction
Logos Capital Management: https://seekingalpha.com/author/logos-capital-management
The Value Analyst: https://seekingalpha.com/author/the-value-analyst
Catalyst watch for the week of February 5. Seeking Alpha Senior Managing News Editor, Kim Khan speaks with Julie Morgan about an error in Fed Chair Jerome Powell’s remarks and how upcoming fed speakers will finetune the message. In addition, Khan gives a Chipotle (CMG) earnings preview. He also discusses how the Glazer family’s loss of Tom Brady from the Tampa Bay Buccaneers will be softened by the sale of Manchester United (MANU).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Catalyst watch: Google talks AI, Nordstrom drama and Canada Goose event
Chipotle Mexican Grill: https://seekingalpha.com/symbol/CMG
Chipotle announces plan to hire 15,000 new employees
Manchester United: https://seekingalpha.com/symbol/MANU
Apple (AAPL) would've grown in 'vast majority' of markets if not for FX headwinds: Cook. Alphabet (GOOG) (GOOGL) CEO Pichai touts AI, but says business is 'more challenging'. Amazon (AMZN) stock moves lower on mixed earnings result (update). January nonfarm payroll report should show slower growth, but will it suit the Fed?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
UnitedHealth, Humana take hit on low Medicare Advantage payment increase for 2024
Nordstrom jumps 30% on report activist Ryan Cohen takes stake
Weighing Machine: Nordstrom: Cheap But I'm Not Buying
Meta Platforms (META) rockets as Q4 results surpass expectations, unveils $40B buyback. Markets should 'feel better' by progress in debt limit talks - McCarthy. Crypto Thursday with Mike Fay, BlockChain Reaction on the Bitcoin (BTC-USD) and Ethereum (ETH-USD) rally following the Fed announcement.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
An Investor Roadmap For 2023 U.S. Debt Ceiling Crisis
Peloton: https://seekingalpha.com/symbol/PTON
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
FTX founder Sam Bankman-Fried's bail conditions amended by judge
Merck COVID-19 pill linked to virus mutations – study
Federal Reserve poised for 25-bp rate hike; expect tough talk from Powell. Intel (INTC) cutting employees' pay, trimming CEO salary by 25% in downturn. The TACK ETF (TACK) And Market Outlook With Katie Stockton And Austin Hankwitz.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Snap earnings call: Improvements will take time to hit top line, CEO says
Feeling the heat from ChatGPT, Google is testing new AI products
The TACK ETF And Market Outlook With Katie Stockton And Austin Hankwitz
Cannabis vaping and tobacco products vendor Ispire files for $42M IPO
PayPal to lay off 2,000 employees in another round of cost cuts, stock rises over 3%
Whole Foods presses supplier to cut prices
Michael Wiggins De Oliveira: https://seekingalpha.com/author/michael-wiggins-de-oliveira
U.S. could avoid recession in 2023: IMF upgrades latest forecasts. Alibaba (BABA) shares slump on rumor it could move HQ to Singapore. Paramount+ (PARA) merging with Showtime, in linear/streaming reworking.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Groupon approves new restructuring phase, will shed 500 jobs
Carvana Is Likely Going To Crash Yet Again
J&J falls after appeals court rules company can't use bankruptcy to end cancer suits (update)
COVID-19 public health emergency coming to an end May 11, Biden says
China's Baidu (BIDU) will reportedly release ChatGPT-like bot in March. Philips (PHG) stock rises as Q4 sales climb; supply chain issues, jobs cuts and 'slow start' in 2023. Boeing (BA) plans to hire 10,000 workers this year.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Catalyst watch: Eyes on tech earnings, Chinese EV stocks, Peloton and Church & Dwight
Cost cuts? Minimum purchase requirement raised at Amazon Fresh
Netflix dominates most-streamed programs of '22, as original programming grows
Daniel Giron: https://seekingalpha.com/author/daniel-giron
Today’s show focuses on the catalyst watch for the week of January 29. Seeking Alpha Senior Managing Editor, Kim Khan speaks with Julie Morgan about the upcoming FOMC meeting. He also gives a preview of Alphabet (GOOG) (GOOGL) earnings. In addition, Khan discusses Q4 GDP and what analysts are saying about a recession in 2023.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Alphabet: https://seekingalpha.com/symbol/GOOG
Oil Markets: Geopolitics and China's Reopening with Jennifer Warren (Podcast)
Intel (INTC) plunges after Q1 guidance badly misses expectations. Walmart (WMT) plans to expand Sam's Club for the first time in five years. Travel demand: Airbus (EADSY) to recruit 13,000 new employees in 2023.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Why did Salesforce stock go up today? reports on possible addition of new directors
Intel: The Dividend May Be In Danger
Hasbro COO Eric Nyman steps down; to eliminate 1,000 full-time positions in 2023
Medical device maker NeurAxis sets terms for $15M IPO
Chinese logistics services provider Shengfeng sets terms for $25M US IPO
Tesla (TSLA) cruises past profit expectations, tips new model and Cybertruck are on the way. Shopify (SHOP) stock surges on pricing plan increases. Toyota (TM) Motor names new CEO and Chairman. Mike Fay’s take on Bitcoin’s (BTC-USD) rise.
Our links:
Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
A Threat To Shopify That All Bulls Must Consider
Tobacco giants look at deal options with Juul
Meta bringing Trump back to Facebook, Instagram
Will the U.S. supply Ukraine with fighter jets after tank approval?
Mike Fay with Block Chain Reaction: https://seekingalpha.com/author/mike-fay
Investing Experts Podcast: The SEC Is Coming For Crypto + Mike Fay's Top Token For 2023
Tesla (TSLA) earnings preview: Wildcards include deliveries guidance, margin read-throughs and CEO succession hints. U.S. poised to send dozens of M1 Abrams tanks to Ukraine. Netflix (NFLX) - Are You Still Investing? With Beth Kindig And Knox Ridley.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Carvana reaches deal to continue sales in Illinois
Rocket Lab rallies after successful launch from U.S. soil
Murdoch calls off plan to re-merge Fox, News Corp.
General Dynamics: Positive Risk/Reward Going Into Q4 Earnings
Investing Experts Podcast
Beth Kindig: https://seekingalpha.com/author/beth-kindig
Knox Ridley: https://seekingalpha.com/author/knox-ridley
DOJ poised to file second antitrust lawsuit against Google (GOOG) (GOOGL). Ticketmaster (LYV) exec to tell Senate panel of lessons learned in Swift ticket fiasco. Amazon (AMZN) dives deeper into healthcare with generic prescription service.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Bankrupt Genesis gets court nod for first day motions
Pliant Therapeutics begins $175M public offering; closes up 35%
HighPeak Energy to evaluate strategic options including possible sale
Tesla CEO Elon Musk testifies 'funding secured' tweet was the real deal
Fleshing Out Tesla Analysts' Fourth Quarter Estimates
3M: Looking Past The Lawsuits
Verizon Is Interesting And Cheap
Activist Elliott Management said to take a large stake in Salesforce (CRM) - WSJ. Spotify (SPOT) plans dismissal of staff as soon as this week to cut costs. Abbott (ABT) under DOJ criminal probe over behavior at Michigan baby formula plant.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Catalyst watch: Tesla reverberations, Intel earnings, Rocket Lab launch and Macau stocks on holiday
Former FTX US head raises $5M from Coinbase, Circle to build out new crypto venture
GM and LG cancel plans for fourth US plant
Proterra to cut 300 jobs as it consolidates manufacturing plants
Spotify Techology S.A. (SPOT)
Today’s show focuses on the catalyst watch for the week of January 22. Seeking Alpha Managing Editor, Kim Khan explores GDP and gives a preview of Tesla (TSLA) earnings. Khan and Julie Morgan discuss the highlights from the latest Elon Musk legal showdown over tweets from 2018 about taking Tesla private.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Elon Musk faces another legal showdown over taking Tesla private tweet.
Tesla earnings are next week and the whole EV sector could get a jolt.
World trade is expected to lag global GDP growth as trade patterns shift, BCG says.
Alphabet (GOOG) (GOOGL) to cut 12,000 jobs worldwide. Netflix (NFLX) earnings: Stock gains as subs, revenues clear expectations bar. T-Mobile (TMUS) investigates 37M customer account data breach. DCG’s crypto lending subsidiary Genesis files for bankruptcy protection in New York.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Wayfair is reportedly laying off 1K workers as pandemic boom reverses
Boeing ordered to hear felony charge related to 737 Max crashes
Capital One Financial lays off over 1K tech employees
Concert Pharmaceuticals (CNCE)
Ally Financial (ALLY)
Regions Financial (RF)
U.S. government set to hit the debt ceiling today: What's next? Genesis Global likely to file for bankruptcy this week - report. Vroom (VRM) slashes workforce by 20%.
Microsoft (MSFT) may cut engineering jobs and could unveil the layoffs Wednesday. Elon Musk faces another legal showdown over taking Tesla (TSLA) private tweet. Apple (AAPL) plans cheaper mixed-reality headset, postpones AR glasses.
Where to invest? China's population drops for the first time in decades. Activist Ryan Cohen takes stake in Alibaba (BABA) in push for more buybacks - report. Xpeng (XPEV) cuts prices on most models following Tesla (TSLA), Seres.
'Tis the earnings season as biggest U.S. banks start festivities, Wall Street extends rally on Thursday and compensation is cooking.
What will today’s Consumer Price Index bring? Peltz at it again and damaged database disrupts travel.
Wells Fargo unveils plans to step back from housing market, the World Bank slashes global growth forecast and Fed Chair not a 'climate policymaker.'
Disney CEO says office is the Happiest Place on Earth; traders probe Federal Reserve and Virgin Orbit gets grounded.
Chaos in Brazil as thousands of supporters of former Brazilian President Bolsonaro stormed the country's government buildings on Sunday. The 'right-to-repair' movement is making its way through the agriculture sector, with Deere and Co. (NYSE:DE) giving its U.S. customers the right to fix their own equipment. Arguing that the tactics are used to to suppress wages and hamper innovation, the Federal Trade Commission last week proposed a rule that will ban employers from imposing noncompete clauses on their workers.
Nonfarm payrolls report to provide insight into inflation, Fed policy. Raytheon (RTX) exploring $1B sale of actuation business - report. ChatGPT creator OpenAi in talks for tender offer at $29B valuation - report. Boeing’s (BA) safety procedures face review by a new FAA panel.
Amazon (AMZN) to lay off over 18k employees. Salesforce (CRM) shares climb as CEO says company 'hired too many people'. 2022 marks worst showing for U.S. car sales in over a decade. Lordstown (RIDE) expects ‘slow rate of production’ through Q1.
Apple (AAPL) dips below $2T Market Cap. Tesla (TSLA) jolts investors again. Rivian (RIVN) produced 10K vehicles in Q4, comes up short of full-year target. Victoria’s Secret (VSCO) stock sinks on executive exit.
Is a U.S. recession or economic recovery in store for 2023? Tesla (TSLA) China boss Tom Zhu to take charge of US factories, US & Europe sales operations. Catalyst watch: CES reveals and healthcare updates lead off 2023.
Southwest Airlines (LUV) plans ‘return to normalcy’ on Friday. Apple (AAPL) rebounds as Foxconn iPhone plant reportedly at 70% capacity. S&P futures (SPX) slip as bulls fight to close out the year with a weekly win. Check out 2022 in review from the Wall Street Breakfast one-page summary.
Apple (AAPL) falls 3%, hits 52-week low as iPhone estimates continue to fall. FTX's (FTT-USD) Sam Bankman-Fried expected to enter a plea next week. U.S. to require negative COVID tests for travelers coming from China. Novartis (NVS) to pay $245M to settle antitrust lawsuit on hypertension drug Exforge.
U.S. considers new COVID precautions on travelers from China. YouTube (GOOG) (GOOGL) needs at least 2.3M subscribers to break even on NFL Sunday Ticket deal. BOC Aviation (BCVVF) orders additional 40 Boeing (BA) 737-8 Jets.
DOT investigates Southwest Airlines (LUV) over 'unacceptable' flight cancellations. Shares of China's biggest funeral company (OTC:FSHUF) soar as zero-COVID abandoned. U.S. retail sales up 7.6% in holiday season as deals lure consumers - Mastercard (MA) report. Tesla (TSLA) to pursue reduced Shanghai production through January - Reuters.
Tesla (TSLA) CEO Elon Musk says he will pause his share sales for two years. Sam Bankman-Fried released on $250M bond, house arrest. 3M (MMM) military earplug judge blocks effort to shift blame to bankrupt unit.
Bankman-Fried associates Ellison and Wang plead guilty to federal fraud charges. Micron Technology (MU) to cut 10% of workforce as chip market doldrums continue. Netflix (NFLX) to invest $850M in New Jersey production hub.
Ukraine President Zelenskiy to visit White House, address Congress. Google's (GOOG) (GOOGL) YouTube said in talks for rights to NFL Sunday Ticket - reports. Elon Musk confirms he will resign as Twitter CEO once he finds a replacement. Nike (NKE) gains after sales, margins top expectations despite inflation headwinds.
Sam Bankman-Fried, former FTX (FTT-USD) CEO, agrees to extradition to the U.S. after snag - report. Elon Musk mum on poll results but looks to change voting rules. Boeing (BA) is likely to receive an extension on the 737 safety deadline in a spending bill.
Wall Street says retail sales show more Scrooge than Santa. Elon Musk loses Twitter leadership poll with majority saying he should step down. L3Harris (LHX) confirms deal to acquire Aerojet Rocketdyne (AJRD) for $4.7B. VF Corp. (VFC) evaluating sale of Jansport backpack business - report.
In this episode we’re joined by Jennifer Warren. We’re discussing the oil markets and the impact of China’s reopening. Warren’s areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Energy Trends Insider, and many others. Plus, Kim Khan brings this week’s Catalyst Watch, the new poll for the week, and a preview of Micron Technology’s (MU) earnings.
S&P, Nasdaq, Dow futures trade mixed after the post-Fed selloff. SPAC DWAC falls after `major announcement' is a Trump digital trading card. Southwest Airlines (LUV) reaches an industry-leading deal with the largest union.
Musk sells nearly $3.6B more in Tesla (TSLA) stock. Citigroup (C ) to exit consumer banking business in China, impacting 1,200 employees. Microsoft (MSFT) sets new investment in $3B silicon battery startup. Warner Bros. Discovery (WBD) falls as it expects higher restructuring charges.
Federal Reserve poised to hike by 50 bps, but when will it pause rates? Bahamas judge denies bail for FTX (FTT-USD) founder Sam Bankman-Fried. Apple (AAPL) may allow alt app stores on iPhones, iPads to meet EU rules.
FTX's (FTT-USD) Bankman-Fried arrested in Bahamas, country says. Has inflation peaked? What to watch in today's CPI report. IBM (IBM) and Rapidus join hands to build semiconductor technology and ecosystem in Japan.
Amgen (AMGN) to acquire Horizon Therapeutics (HZNP) for $27.8B in cash. A recession isn't necessary to bring inflation down - Yellen. Microsoft (MSFT) to acquire 4% stake in London Stock Exchange.
In this episode we’re joined by Dhirein Bechai. We’re discussing the recent Southwest Airlines (LUV) investor conference. Bechai is the author of The Aerospace Forum in the Seeking Alpha Marketplace. The Aerospace Forum has a strong history of providing unique research dedicated to the aerospace, defense and airline industries. Plus, Kim Khan brings this week’s Catalyst Watch, the new poll for the week, and a preview of Boeing’s (BA) deliveries.
Activision (ATVI) dips as FTC sues to block Microsoft's (MSFT) $69B acquisition (updated). SEC advises public firms to disclose exposure to crypto turmoil. United Airlines (UAL) poised for major order of Boeing (BA) Dreamliners - report.
Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT), Oracle (ORCL) share Pentagon's $9B cloud awards. Musk bankers look at Tesla (TSLA) margin loans to cut Twitter debt - report. Apple (AAPL) working on a new encryption system to keep hackers at bay, protect data: report.
China eases more COVID restrictions, but trade data weighs on outlook. Apple (AAPL) pushes self-driving car launch to 2026 but still eyes major EV industry disruption. Activist investor Bluebell is said to take a stake in BlackRock (BLK), calling for CEO change.
Taiwan Semiconductor (TSM) lifts chip investment in Arizona to $40B. Job cuts at PepsiCo (PEP) and GameStop (GME). NBCU (CMCSA) CEO: Peacock has 18M subs; expecting 'big check' from Disney (DIS) for Hulu.
Russia won't accept the G7 oil price cap, even if it has to cut output. Tesla (TSLA) to cut production at Shanghai plant amid slow demand - Bloomberg. GM (GM) venture to invest additional $275M to expand a Tennessee battery cell factory for EV.
In this episode we’re joined by Lillian Cheung. We’re discussing Chinese equities such as Alibaba (BABA) and its effect on the broader market. Cheung is the author of Livy Investment Research. Livy Investment Research is a boutique investment research shop providing professional coverage on disruptive thematic equities. Their analysis provides a deep dive on growth drivers present in the secular market to identify outperforming investments. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a preview of Lowe’s (LOW) Analyst and Investor Conference.
Expected slower job growth in November may give Fed room to ease the pace of hikes. Senate passes bill to avoid rail strike. Job cuts at CNN (WBD), Wells Fargo (WFC) and SiriusXM (SIRI).
S&P, Nasdaq, Dow futures dip after Powell-induced surge, but yields keep sliding. FTX (FTT-USD) founder Sam Bankman-Fried: 'I never tried to commit fraud'. Next catalyst? Tesla (TSLA) holds a delivery event for the first Semi truck. Netflix's (NFLX) Hastings: Should have gotten into advertising sooner.
Musk vs Cook. Amazon (AMZN) unveils new data security services, chips and more at cloud conference. Coinbase (COIN) Wallet to delist bitcoin cash, ether classic, ripple, stellar, citing 'low usage'.
President Biden calls on Congress to avert a rail strike. Snap (SNAP) reportedly tells staff to be in the office 4 days a week starting February. Google (GOOG) (GOOGL) increasing heat on Apple (AAPL) over NFL Sunday Ticket package as talks linger: report.
Apple (AAPL) facing a shortfall of 6 million iPhone Pros amid protests - report. Shopify (SHOP) racks up record Black Friday sales tally. Amwell (AMWL) in discussions to buy Talkspace (TALK) for $1.50/share - report.
In this episode we’re joined by Brad Thomas who runs iREIT on Alpha. We discuss REITs like Sachem (SACH) and Broadmark (BRMK) in this economic climate and how increased rates are impacting the housing market. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll, and we look at retail ETFs for Black Friday and Cyber Monday.
Economy watch: China maintains zero-COVID policy; Foxconn issues apology. Apple (AAPL) reportedly eyeing Manchester United (MANU) takeover. Want to bet on Black Friday and Cyber Monday results? Here are some ETFs to watch. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Bankman-Fried treated crypto exchange FTX as his 'personal fiefdom', lawyer says. Lawmakers urge Fidelity to reconsider offering bitcoin (BTC-USD) 401(k) plans after FTX collapse. HP (HPQ) to cut up to 6,000 jobs as part of plan to 'Future Ready' PC company. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Billionaire investor Carl Icahn said to hold a large GameStop (GME) short position. Moving quickly, Iger launching Disney (DIS) restructuring. Tesla (TSLA) reportedly plans to cut prices in China. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Bob Iger taking back CEO job at Disney (DIS); Chapek exits. Sotera Health (SHC) soars after jury finds Sterigenics unit not liable for a woman's cancer. Philips (PHG) recall woes grow as it flags new concerns with FDA over replaced ventilators. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
In this episode we’re joined by Ahan Vashi. He’s the author of The Quantamental Investor. The mission at TQI is to help retail investors build generational wealth in equity markets through the power of financial engineering. Today he’s sharing his insight on Walmart (WMT). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Best Buy (BBY) earnings preview. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Mortgage rates tumble to 6.61%, biggest drop since 1981. Amazon (AMZN) CEO says role eliminations will extend into 2023. Twitter (TWTR) risks grow as employees reject Musk's 'hardcore' ultimatum. Roku (ROKU) cutting jobs by 5% to slow 2023 expense growth. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
U.S. House committee plans December hearing on FTX meltdown. 3M (MMM) viewed as potential activist target after 13F filing (update). SPAC Digital World (DWAC) drops after Trump announces re-election campaign. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Apple (AAPL) CEO Cook says the tech giant will start sourcing chips from Arizona in 2024: report. Trump announces 2024 presidential bid; here are stocks that might benefit. Disney (DIS) World boosts prices as parks demand continues to surge. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Amazon (AMZN) reportedly plans to lay off about 10K employees. Google (GOOG) (GOOGL) to pay a record $391.5M to states in location-tracking probe. FedEx (FDX) to furlough freight workers through the holiday season. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Market got ahead of itself after the CPI report - Fed Governor Waller. China tensions: Can Biden's meeting with Xi thaw economic relations? Disney (DIS) planning 'targeted' hiring freeze, some cuts - report. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Federal judge strikes down Biden's student loan forgiveness plan. Twitter (TWTR) holds emergency meeting amid accelerating top-exec exodus - reports. 3M (MMM), Dupont (DD) sued by California AG over toxic 'forever chemicals'. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Don't expect October's CPI to cool enough for Fed pivot. Tron founder Justin Sun appears to extend lifeline to FTX (FTT-USD). Grill maker Weber (WEBR) to take $60M loan from potential acquirer BDT - report. Amazon (AMZN) breakdown with Bertrand Seguin on Stock Market Live. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Meta (META) to cut 11,000 jobs as it looks to slash costs, affirms revenue outlook. Disney (DIS) dips 7% as media side profits, revenue slip; subscribers top forecasts. Filings show Musk disposing of $4B in Tesla (TSLA) stock. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Midterm elections: What to watch in markets as America votes. Nvidia (NVDA) launches a new chip for China that meets new export controls. Activision (ATVI) says $69B sale to Microsoft (MSFT) remains on track for June close. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Facebook parent Meta (META) planning major layoffs this week - WSJ. Social media looks on as rapid overhaul continues at Twitter. Apple (AAPL) warns of lower iPhone 14 shipments due to China COVID issues. Home prices fall for the third straight month in September, Black Knight says. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
In this episode we’re joined by Daniel Jones, CEO of Avaring Capital Advisors. Daniel is a Seeking Alpha contributor and he runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. Today he’s sharing his insight on CVS Health (CVS). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Walt Disney Company (DIS) earnings preview.
Jobs growth to moderate further in October as interest rates climb. Warner Bros. Discovery (WBD) speeds up launch of combined streaming. Starbucks (SBUX) tops comparable sales expectations off strong pricing in the U.S. Learn how to invest successfully with Alpha Picks here.
Apple (AAPL) is now worth more than Alphabet (GOOG) (GOOGL), Amazon (AMZN) and Meta (META) combined. Elon Musk plans to cut half of Twitter jobs to slash costs - reports. S&P futures dip, yields jump as market comes to grips with Fed's 'hawkish dovish pivot'.Learn how to invest successfully with Alpha Picks here.
Federal Reserve poised for a fourth 75-bp rate hike. Then what? Rogers (ROG) plunges after Dupont (DD) announces it's terminating acquisition. Walmart (WMT) takes aim at Amazon (AMZN) with half-off special on its subscription service. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Bumper profits: Is a windfall tax on energy producers a good idea? Antitrust push: Penguin Random House (PARA) blocked from buying Simon & Schuster. Nasdaq, S&P, Dow futures rise, yields fall in pre-Fed positioning. Learn how to invest successfully with Alpha Picks here.
Wheat soars after Russia pulls out of Black Sea Grain Initiative. Blackstone (BX), Emerson Electric (EMR) strike $14 billion buyout deal.(WBA) Walgreens-backed VillageMD exploring deal with Summit Health.Learn more about these stocks with a free trial of Seeking Alpha Premium here.
In this episode, we’re joined by Andrew Hecht , Founder of the Hecht Commodity Report. Andrew is a veteran contributor at Seeking Alpha covering commodities and we’re discussing his views on levels of gold, copper vs. oil, and more. Plus, Kim Khan brings this week’s Catalyst Watch and the new Twitter poll for the week.
Twitter's (TWTR) execs fired; Musk reportedly plans to take CEO role. Amazon (AMZN) stock dives over downbeat sales forecast. Netflix (NFLX) expands merchandising deals into Walmart (WMT) stores.Learn more about these stocks with a free trial of Seeking Alpha Premium here.
Meta Platforms (META) dives amid profit miss, revenue warnings. GDP update expected to show the U.S. returned to growth in Q3. Vladimir Dimitrov breaks down the Intel (INTC) Mobileye (MBLY) IPO. Learn how to invest successfully with Alpha Picks here.
Tech earnings from Alphabet (GOOG) (GOOGL), Microsoft (MSFT). Saudis say depleting oil reserves could 'become painful in the months to come.' Intel's (INTC) Mobileye (MBLY) prices IPO. Learn how to invest successfully with Alpha Picks here.
Oil producers skeptical of Biden plan to refill U.S. reserves. Adidas (ADDYY) plans to sever ties with Kanye West after antisemitic remarks - Bloomberg. Weber (WEBR) jumps after BDT Capital takeover offer. Learn more about these stocks with a free trial of Seeking Alpha Premium now.
Philips (PHG) new CEO starts by slashing thousands of jobs amid device recall woes. Tesla (TSLA) cuts prices in China amid softening demand. Volatility may make a comeback this week as Big Tech reports earnings. Learn more about these stocks with a free trial of Seeking Alpha Premium now.
Analysts are cautiously optimistic over upcoming earnings reports from tech giants Apple (AAPL) and Amazon (AMZN). Intel (INTC) is setting its self-driving subsidiary Mobileye (MBLY) free in a major IPO offering. And, renewable energy could account for 35% of power generation in the U.S. by 2030… how will big oil companies fair?
In this episode, we're joined by Seeking Alpha Contributor Leo Nelissen and he tells us which stocks he "just keep(s) buying on dips." Plus, Kim Khan brings this week's Catalyst Watch, and the new poll of the week.
Elon Musk said he plans to reduce Twitter's workforce by 75% - report. U.S. said to consider security review of Elon Musk deals, including Twitter - report. Social-media names slip on Snap's latest stumble. Start Your Free Trial of Seeking Alpha Premium.
Tesla impresses analysts by navigating through tricky environment. Elon Musk says Tesla could be worth ‘more than Apple and Saudi Aramco combined.’ Recession warning: Bezos says to 'batten down the hatches.' Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY
Strategic release or needed reserve? Oil analysts debate the coming SPR drawdown. Netflix jumps as it easily clears Q3 forecasts on subscribers, financials. Nestlé agrees to acquire Seattle’s Best Coffee brand from Starbucks. Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Microsoft laid off around 1,000 employees across various division citing global slowdown. Amazon Web Services to invest $5B in Thailand cloud infrastructure. Seeking Alpha Author Julian Lin Weighs-In On What To Expect From Adobe Financial Analyst Meeting. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe
Goldman Sachs announces reorganization, to combine investment banking and trading businesses - WSJ. Xi Jinping aims for a major leap in China's economy by 2035. Apple pauses plans to implement China's YMTC chips amid new U.S. export regulations. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
In this episode, we are joined by Eric Basmajian from EPB Macro Research to ask him when the pain will end. We discuss the new Producer Price Index and Consumer Price Index numbers that both came in higher than expected this week, and the housing battle with The Fed. Also, Kim Khan shares next week's Catalyst Watch and Twitter poll.
Miss this week's Stock Market Live with Eric? Register now to join us next week! Or, catch the replay now!
Does the stock market's epic comeback have legs? JPMorgan, Citi, Morgan Stanley, Wells Fargo lead off Q3 bank earnings. Twitter claims Musk is ‘under investigation’ over merger deal, and it wants the documents. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
September's CPI Likely To Show 'stickier' Costs Rising More, Economists Say. S&P, Dow, Nasdaq futures tick higher with all eyes on CPI. U.K. plays blame game: Finance minister says Bank of England owns market turmoil. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Bank of England roiling markets amid bond-buying uncertainty. Biden 're-evaluating' Saudi relationship after defying production cut warnings. Intel plans thousands of job cuts amid PC market slowdown - Bloomberg. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Key union rejects deal with freight railroads. JPMorgan's Jamie Dimon sees recession starting in next 6-9 months, markets could get 'disorderly'. Ex-Fed chair Ben Bernanke: U.S. not in anything like dire straits seen in 2008. Nissan to book ~$687M loss as it sells Russian business for €1. Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Earnings season kicks off with gloomy expectations. Bank of England expands its bond-market support program. Mortgage originations slide more as rates rise, season changes. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
In this episode, we're joined by Jeremy Kokemor, Founder of Right Tail Capital, who pitches 2 stocks that he believes are great additions to your long-term portfolio. Plus, Jerry Kronenberg brings this week's Catalyst Watch and a recap of last weeks Twitter poll.
Sign Up For The Free Earnings Webinar
Watch Stock Market Live - Breaking Down 3M Stock
Nonfarm payrolls expected to edge down in September jobs report. Cannabis multi-state operators soar as Biden calls for marijuana federal scheduling review. Judge pauses Twitter-Musk trial to allow for closing. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
U.S. oil producers are seen staying cautious despite OPEC+ supply cut. Target rolls out Deal Days before Amazon's holiday discounts. Biden to promote IBM's $20B investment in Hudson Valley over next decade.Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Musk: Buying Twitter speeds up his plans for 'everything app'. Amazon freezes corporate hiring in retail segment - NYT. JUUL Labs said to prepare for potential Chapter 11 filing - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Rally set to continue; Nasdaq, S&P, Dow futures jump as 2-year yield tests 4%. Stock market bottom talk gets louder, but Fed pivot hopes look more pie in the sky. New York Fed's John Williams peels back the inflation onion. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Crude oil soars as OPEC+ weighs cut to production. Pound climbs as U.K. reverses plan to scrap tax on high earners.Tesla reports record deliveries number in Q3, misses delivery estimate. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Auto sales are expected to hit high in a new report, while Tesla (TSLA) could smash prepandamic numbers. The September U.S. jobs report will drop, and the labor market is showing no signs of slowing down. And, a special event this week will showcase how business practices will evolve in the metaverse.
This week we're joined by Michael Cramer, Founder of Mott Capital Management to dive into sticky inflation, nominal GDP growth, and an S&P target level he is watching for a bottom to form. Plus, Kim Khan gives the heads up on what to watch next week in Catalyst Watch.
Weekend Bite Twitter Poll - https://bit.ly/3UPtAJ3
Sign up for the Free Earnings Webinar on October 11th at 2 PM ET - https://bit.ly/3SuiibJ
Nike falls to a new low after efforts to clear inventory hit margins. Meta's Zuckerberg says company will freeze hiring - Bloomberg. PepsiCo is said to be considering buyouts, layoffs. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Porsche revs higher in IPO debut in Frankfurt. Stock futures reverse as big market rally fizzles out. Amazon.com raises hourly pay through $1B investment. Medicare costs to decline for first time in a decade. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Apple suppliers fall on report firm is ditching iPhone production boost. Sign of the times: 10-year Treasury yield rises above 4%. Lyft freezes U.S. hiring through end of 2022 - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Chevron, BP stop output at some Gulf of Mexico facilities ahead of hurricane. Dollar creates an 'untenable situation' for risk assets - Morgan Stanley. Biden student loan forgiveness program to cost over $400B, CBO says. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.Wall Street Breakfast September 27: Chevron, BP Stop Output At Some Gulf Of Mexico Facilities Ahead Of Hurricane Ian
Amazon schedules second prime day sale. Tesla CEO Elon Musk to face deposition with Twitter ahead of October trial. Unilever CEO to depart in 2023, search for replacement underway. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
This week, Zach Stein, Chief Investment Officer at Carbon Collective joins us to break down their just launched ESG ETF, the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO). Plus, Kim Khan recaps the FOMC meeting and delivers your next week's Catalyst Watch.
Join us for Stock Market Live next Wednesday at 12 pm ET. Grab your seat now - https://bit.ly/3z4zIVg
Boeing to pay $200M to settle SEC charges related to 737 MAX crashes. EVs to account for 60% of new car sales by 2030 - IEA. FedEx earnings highlight cost-savings push, price increases but Deutsche Bank voices doubts on cost-saving plans for FedEx. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Stock futures waver following hawkish signals and FOMC hangover. UK communications regulator to probe digital markets dominated by Amazon, Google. Meta shares slump as company reportedly sets plans for 10% cost cuts. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Federal Reserve expected to make another super-sized rate hike on Wednesday. Oil spikes as Putin orders 'partial mobilization' in Ukraine. S&P, Dow, Nasdaq futures cautious, rates dip as market readies for 75 bps from Fed. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Treasury yields at highest in over a decade before key FOMC meeting. Apple is raising app store prices in Europe and Asia next month. Apple reportedly sees bugs causing the iPhone 14 Pro Max camera to crash. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
U.S. homebuyers buy the dip as prices cool in August vs. July, report shows. Amazon reportedly suspends construction of new warehouses in Spain until 2024. Volkswagen targets up to $75B valuation in upcoming Porsche IPO. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
The Federal Reserve continues its battle against inflation this week, with a highly anticipated policy meeting. The outlook remains tight, as the EU import embargo on Russian oil soon comes into effect, but experts predict a stronger 2023. And, the streaming landscape is shifting, as Netflix (NASDAQ:NFLX) and Disney+ (NYSE:DIS) turn to advertising to increase revenue.
This week we're joined by Susannah Streeter, Senior Investment and Markets Analyst at Hargreaves Lansdown. She shares her thoughts on the European energy crisis, if Bitcoin and Ethereum are still investable worthy, and a reminder that investors just need to hear from time to time. Kim Khan also shares the Catalyst Watch for next week on what is certain to move markets.
Miss the "After The Everything Bubble webinar? Catch the replay here!
Join us for What's Happening In The Stock Market With Mike Saul on Monday at 12 pm est. Register now to get it on the calendar!
FedEx stock sinks before the bell after pulling guidance. S&P, Nasdaq, Dow futures slide as FedEx hits sentiment; more consumer data on tap. Uber slides as it investigates cybersecurity breach. Adobe gets no relief after it 'overpaid' for Figma. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
The Merge arrives as Ethereum switches to a new operating model. Rail companies and union reach tentative labor agreement. California sues Amazon over alleged anti-competitive pricing practices. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Railroad worker strike is starting to rattle commodity markets. Amazon adds new driver benefits, hikes pay amid union challenge. U.S. federal budget deficit expands to $220B in August. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Inflation expected to cool in August, but Fed still seen acting aggressively thereafter. Early votes show Twitter cruising toward shareholder OK of Musk buyout - WSJ. Fidelity considers enabling bitcoin trading for its over 34M brokerage clients - report. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Credit card giants to track firearms retailers with new merchant code. Disney CEO said to reject Third Point call for ESPN spin off (update). JPMorgan acquires payments fintech Renovite. Nasdaq, S&P, Dow Jones futures up to start data-packed week. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Starbucks (SBUX) will hold a highly-anticipated Investor Day event on September 13. A major auto show kicks off this week in Detroit, with plans for the reveal of a new Ford (F) Mustang model, new electric vehicle innovations, and even hoverbikes. Volkswagen (OTCPK:VWAGY) will pursue an IPO of the preferred shares of Porsche (OTCPK:POAHY), triggering what could become one of Europe's largest-ever listings.
This week we're joined by Katie Stockton, Founder and Managing Partnerat Fairlead Strategies, to dive into what the market technicals are telling her about where the US markets head from here. We also explore the Fairlead Tactical Sector ETF (TACK) and Kim Khan covers next week's potential market-moving events in this week's Catalyst Watch.
Get Started With Seeking Alpha Premium Today - https://bit.ly/3uX5TDY
Consumer borrowing slides more than expected in July. The EU discusses emergency measures in Brussels to tackle the energy crisis. T-Mobile rises on news of $14B stock buyback plan. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Fed's Michael Barr maps out his priorities to make the financial system safer, fairer. Apple shows off updates to iPhone, AirPods, Apple Watch lines, including extreme sports version. Go big or go home? The ECB might find itself in a Catch-22. Stock futures cautious with global rates in focus ahead of ECB, Powell. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
BlackRock's Larry Fink says government spending, remote work fuel inflation. Apple expected to unveil new iPhones, Apple Watches, AirPods at September event. Good news may be bad news for stocks as September losing streak continues. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Investors fear energy shocks could spur a wider economic crisis. Bankruptcy filings jump in August from historically low levels. CVS buys Signify Health for $30.50/share, expanding reach in home healthcare. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Apple (AAPL) enthusiasts are preparing for a possible iphone 14 drop this week, with a special new tech for night photography. The NFL season kicks off, and football fans are getting ready to bet on their favorite teams, putting a spotlight on the casino sector. Global sales of industrial robots and factory automation is up, as the U.S. deals with harsh labor shortages.
This week we're joined by our good friend George Ball, Chairman at Sander Morris Harris. He shares 4 stocks that he would be selling puts against right now to create income for your portfolio. Also, Kim Khan breaks down what to watch for in the week ahead in Catalyst Watch.
Seeking Alpha's Labor Day Sale
Mentioned in this episode:
Options Knowledge Base on Seeking Alpha
Bank of America's Option Calls
August jobs report to provide more clues on economy's direction, Fed's rate path. Starbucks names Laxman Narasimhan as its next CEO.iPhone crown: Over half of America is using smartphones made by Apple. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Disney considers Amazon-like membership program - WSJ. Will the Nord Stream shutdown add to volatility in energy markets? Nvidia drops after U.S. prohibits sales of some of its products to China. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Nasdaq futures lead S&P, Dow with focus on jobs and peak '22 hawkishness. Oil prices likely to return to $120 as global energy crisis continues - Goldman Sachs' Jeff Currie. Snap to cut 20% of workforce - report. Hundreds of Facebook contractors set to lose work in outsourcing - report. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Quantitative tightening goes full throttle: How will it impact investors? Goldman says buy commodities, as markets overestimate global recession risk. EU plans to intervene in energy markets to stop surging power prices. Nasdaq, S&P 500, Dow Jones futures rise as market looks to break out of slump. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Jackson Hole hangover: Stock futures continue to slide after Wall Street rout. Walmart to buy South African retailer Massmart in $377M deal. Netflix eyes a $7-$9 per month price for an ad-supported video plan. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
NASA plans to return to the moon this week, with big implications for the stock market. Theater stocks could create buzz again this week with AMC Entertainment (NYSE:AMC) making headlines. And, we’ll tell you how the scarcity of freshwater is a global economic threat that could disrupt businesses and jeopardize growth.
This week we're joined by David Trainer, from Value Investing 2.0 and New Constructs. We get his market views on if this is a new bull market, what is The Fed going to do about inflation, meme stocks, and his current stock picks he says investors should look at. Kim Khan also shares what investors need to watch for next week in Catalyst Watch!
Join Seeking Alpha's Exclusive User Panel
Expect Jerome Powell to push back on rate hike pause expectations at Jackson Hole. Meta sets October release of its newest VR headset. Nasdaq, S&P, Dow Jones futures slip, yield curve steepens ahead of Powell. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Big wagers on what to expect during Powell's speech at Jackson Hole. S&P, Nasdaq, Dow Jones futures rise as Jackson Hole kicks off. Amazon getting rid of telehealth service Amazon Care - WaPo. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Twitter combining account-response teams as bot debate heats back up - Reuters. What does Tesla's upcoming stock split mean for investors? White House draws up plan to forgive $10K student loan debt for some. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Is meme mania taking hold in the broader market with longs and shorts? Saudi minister says OPEC+ may cut production. Musk subpoenas Twitter founder Dorsey as legal dispute marches on. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street banks said to be nearing $1B settlement over use of banned messaging apps. Worsening drought seen as next big threat of economic disruption. AMC plunges as rival Cineworld confirms potential bankruptcy filing. Warren Buffett not expected to make bid for control of Occidental - report. Catch today’s WSB article here.
A spotlight this week on the Federal Reserve's Jackson Hole Symposium, as traders look for clues on the pace of rate hikes. Could chipmaker Nvidia (NVDA) exceed earnings expectations? They are due to report this week, with investors skittish. An upcoming report on dollar stores could tip us off to just how much consumers are pinching pennies.
This week we're joined by Seeking Alpha's Head of Quantitative, Steven Cress. We dive in with Steve about what Alpha Picks by Seeking Alpha is, and how his team designed the product to make investing easier for all investors.
Want to learn more about Alpha Picks? Just click here -> bit.ly/3K2unS3`
As housing weakens, market tilts back to smaller Fed hike. Starbucks COO to exit company. Big Ten sets multibillion-dollar media deal with CBS, NBC, Fox. Nasdaq, S&P, Dow futures fall with market in danger of snapping win streak. Catch today’s WSB article here.
Federal Reserve sees risk rate hikes could slow economy more than plan: FOMC minutes. Apple looking at September 7 for iPhone 14 launch event: report. Tesla is closer to opening up Superchargers stations to other EV brands. Catch today’s WSB article here.
Markets to search FOMC minutes for more clues on tightening pace. Federal Reserve rolls out new guidelines for crypto-focused banks. July's credit card metrics signal consumers in good shape, but trends normalize. Elon Musk jokes on Twitter about buying Manchester United (shares still rise). Catch today’s WSB article here.
13F Roundup: Activision for Buffett, Soros in Tesla, Tepper likes Netflix. Judge approves Apple's $30M settlement for not paying retail workers during security checks: report. Home Depot notches record sales, reaffirms guidance. Catch today’s WSB article here.
China surprises with rate cut as economic numbers remains weak. Enjoy $4 U.S. pump price while it lasts; Goldman sees $5 gas coming back. S&P, Dow, Nasdaq futures tick lower to start big week for housing data. Catch today’s WSB article here.
Eyes on retail, with big reports due in from Walmart (WMT) and Target (TGT). Live sports streaming company FuboTV (FUBO) will conduct its first-ever Investor Day event. Clean energy use will likely skyrocket over the next decade: how can investors take advantage of the market shift?
This week, Sam Ro, CFA, Founder of TKer newsletter, joins us to discuss labor hoarding, the inflation report, and the infamous meme stock craze. Kim Khan also shares what investors need to watch for next week in regards to the housing market in Catalyst Watch!
Newly-listed homes drop most since 2020 as sellers stay put. Shell, Chevron shut six Gulf of Mexico oil platforms due to pipeline leakage. J&J, Merck, Regeneron most exposed to Medicare drug price negotiation - Bloomberg. Catch today’s WSB article here.
Disney jumps as Parks surge leads easy third-quarter earnings beat. CVS Health tried to acquire One Medical before Amazon eventually did - Bloomberg. Former JPMorgan metals traders found guilty in spoofing trial. Don't expect peak inflation to silence the Fed's hawkish squawks. Catch today’s WSB article here.
Consumer price inflation seen easing in July, but pressures still persist. Justice Dept. could sue Google over ad dominance as soon as September - Bloomberg. Elon Musk backtracks on stock pledge, sells $7B of Tesla before Twitter court fight. Catch today’s WSB article here.
Biden poised to sign off on CHIPS and Science Act. Novavax drags rivals lower as falling vaccine demand prompts guidance cut. Nasdaq, S&P futures slip after Micron revenue warning. Catch today’s WSB article here.
Senate OK’s Biden anti-inflation act that boosts taxes on corporate income, stock buybacks. What companies are most exposed to the Inflation Reduction Act? Nasdaq, S&P, Dow futures tick higher as yields edge down. Catch today’s WSB article here.
The Tyson Foods (TSN) earnings report will be closely watched in the meat and packaged goods sector. Analysts remain cautious as game developer Take Two Interactive (TTWO) also gets set to release earnings. And, major developments in cryptocurrency, as Bitcoin (BTC-USD) and Ethereum (ETH-USD) could soon be considered commodities in the U.S. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're joined by David Alton Clark, also known on Seeking Alpha as "The Winter Warrior," to discuss why he's buying AT&T stock after earnings, and get his thoughts on the semiconductor bill passing through legislative hurdles. Plus, Daniel covers upcoming earnings and economic events to watch for next week!" Learn more about your ad choices. Visit megaphone.fm/adchoices
Sinema agrees to proceed with the Senate tax and climate bill after carried interest pledge. Meta Platforms selling debt for first time with $10B deal. Apple accused of retaliating against, mishandling allegations against women: report. Markets will be looking for signs of cracking in Friday's jobs report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Walmart lays off hundreds of corporate employees after guidance cut. Two senators unveil bill that would put bitcoin, ethereum within scope of CFTC. Tesla continues to climb premarket ahead of 'Cyber Roundup' event. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Household debt tops $16T in Q2, rising $2T since pandemic, NY Fed says. Sanctions and drills: Here's how China responded to Pelosi's visit to Taiwan. Inflation fight: Fed officials remain adamant about restrictive policy. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets drop as tensions flare ahead of Pelosi's visit to Taiwan. Oracle to start laying off employees in the U.S: report. Twitter issues flood of document requests to Musk associates in lawsuit - report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
First grain ship leaves Ukraine since start of the Russian invasion. Home price growth slows at record pace in June, Black Knight says. Musk countersues Twitter over $44B deal in a sealed filing. Nasdaq, S&P, and Dow futures point lower to start August trading after a rally in July. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
A heavy earnings calendar this week, including anticipated reports from Starbucks (SBUX) and Caterpillar (CAT). All eyes are on oil, as OPEC+ is expected to announce key targets, and Russian President Putin meets with Turkey’s Erdogan. Could food technology companies be the answer to a looming global crisis? Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're joined by Will Thomson, Portfolio Manager and Founder at Massif Capital. We dive into everything! The recession (or not?,) Europe's woes, the strong US dollar and where it goes from here, the undersupply of precious metals, and so much more. Plus Kim covers why he's watching AMC earnings like a hawk next week for Catalyst Watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden met with Xi as Congress passed China competition bill. WH says U.S. economy is in state of transition, not recession. Elon Musk says inflation may be easing, Bill Ackman scoffs at Fed at neutral. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Spirit Airlines agrees on $3.8B buyout from JetBlue. Meta earnings call: Tackling the downturn. Manchin reaches surprise deal with Schumer on energy, healthcare package. Stock futures slip after Fed rally, key GDP report on tap. House Democrats to propose stock trading ban in August - report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Federal Reserve poised for another 75-bp rate hike — question is 'what next'? Tech helps Nasdaq, S&P, Dow futures climb on Fed Day. Microsoft skids as Q4 results miss expectations, Alphabet: Tough comps ahead, happy with Cloud uptake. U.S. senators introduce bill that would end taxes on small crypto transactions.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Walmart shook the market; will it shake the Fed? Amazon Prime to scale up prices in Europe and U.K. by up to 43% to offset rising costs. Coinbase under SEC investigation for cryptocurrency listings. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's earnings tsunami, Wall Street looks for resilience. U.S. housing affordability poised to fall to lowest since GFC on soaring prices, rates. Streaming jumps to capture a third of television viewing. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple (AAPL) highlights its focus on health and gets ready to report earnings after COVID causes major slowdowns in China. Even after a successful Prime Day event, Amazon’s (AMZN) latest numbers may have been hit hard by inflation. Parents say they won’t be breaking the bank this year on new gear, as kids get ready to go back to school. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're joined by Chris DeMuth Jr., Founder of Sifting The World, to discuss complicated mergers in the market. Specifically, what's happening with Twitter vs. Elon Musk and Spirit Airlines' complicated situation with Frontier and JetBlue. Someone will not be free to move around the cabin. Learn more about your ad choices. Visit megaphone.fm/adchoices
Snap nosedives as revenue falls short, company pulls guidance. Musk says lithium refining a 'license to print money,' stock investors jump in. Twitter earnings may get more attention than expected. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Microsoft reportedly cuts job listings in Azure, security. Google pausing hiring for two weeks - report. Biden unveils plans to expand offshore wind; no climate emergency declaration. Tesla aims for record production in back half of the year. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chips for America Act passes first procedural hurdle in the Senate. Conoco CEO warns of looming crude oil shortages, price volatility. Netflix's Hastings: One 'single thing' boosted the company's Q2 performance. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple reportedly planning to slow down hiring into 2023. Netflix to start charging some customers for sharing their passwords; subscriber numbers on tap. President Biden could declare a climate emergency this week - WaPo. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil production decisions to be made by OPEC, Saudis say as Biden departs. Elon Musk pushes back at Twitter's request for an expedited trial. Chip funding: Congress moves closer to vote on scaled-back semiconductor bill. Boeing climbs 2% premarket as it readies to battle Airbus at Farnborough. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
One of the world’s biggest international aviation exhibitions is kicking off, which will include companies like Boeing (BA) and Airbus (EADSF). Philip Morris International (PM) will report earnings this week. And, even with the new Microsoft (MSFT) deal, Netflix (NFLX) may be overshooting its estimate for new subscribers in the coming months. Learn more about your ad choices. Visit megaphone.fm/adchoices
We are joined by Andrea Bevis (Managing Director, UBS Private Wealth Management) and Victoria Scholar (Head of Investment, Interactive Investor.) This week we discuss how capital markets continue to change for the better, the Dollar is enjoying its roaring 20’s, and the kick-off of earnings season. Also, Kim Khan shares what to watch for in Netflix earnings. UBS Survey - https://bit.ly/3O5AfdF Netflix Article: https://bit.ly/3o1vl6L Learn more about your ad choices. Visit megaphone.fm/adchoices
'Oil for security' back in play as Biden heads to Saudi Arabia. Amazon plans further 4,000 UK jobs despite global slowdown, Amazon trims its private-label selection due to weak sales, considers exiting business under regulatory pressure. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Celsius files for bankruptcy: Crypto canary or 'winter' victim? Netflix announces Microsoft to be its global ad sales, tech partner. S&P, Dow, Nasdaq futures slide with PPI on tap, 100 basis points priced in. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
White House seeks to 'provide context' before CPI report is released. Oil supply tightness looks set to worsen, recession or not. Twitter blasts Elon Musk in lawsuit seeking to uphold his $44B acquisition. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Euro hits parity with dollar for first time in decades. Twitter's lawyers step up, telling Musk his deal isn't ended. U.K. lawmakers pass windfall tax on oil and gas producers. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nord Stream 1 goes offline for maintenance: Will Russia turn it back on? Leaked 'Uber Files' reveal checkered history of the ride-hailing firm. Twitter plunges 7% premarket after Elon Musk abandons $44B deal. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Consumers should get ready for major sales in the retail sector with Amazon (AMZN) Prime Day, alongside competitor events. All eyes are on inflation this week, with consumer price and producer price reports both due in. Delta Air Lines (DAL) kicks off the earnings season for the airline sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
We are joined by Samuel Smith (High Yield Investor,) and William Huston (CIO, Bay Street Capital Holdings) to discuss investing in high-yielding dividend stocks, and why William is favoring the luxury real estate market in this environment. Learn more about your ad choices. Visit megaphone.fm/adchoices
June jobs report will be parsed for signs of labor market cooling. Twitter drops off 7.5% on report Musk's purchase bid in jeopardy. Spirit Airlines postpones Frontier holder vote as talks progress with JetBlue. Former Japan Prime Minister Shinzo Abe shot and killed. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. weighs capping Russian oil at $40-$60 to cut war financing - Bloomberg. Boris Johnson to resign as UK prime minister. Federal Reserve officials saw potential to be more hawkish if inflation persists. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
OPEC Secretary General dies: What does that mean for oil and the alliance? Rapid rise in mortgage rates weigh on homebuyer activity. Embattled Crypto broker Voyager Digital files for Chapter 11 bankruptcy. FOMC minutes to provide view into decision-making process on 75-bp hike. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tariff talk: White House seeks to ease inflation while keeping leverage on China. Bezos spars with White House over fuel economics and inflation. Euro hits 20-year low against the dollar as growth worries increase. S&P, Nasdaq, Dow Jones futures dip as yield curve inverts again. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. jobs report for June is expected to show promising figures, nearly back at pre-pandemic levels. Denim giants Levi Strauss (LEVI) will report earnings, following a sharp drop in share prices. And, even with less content on the big screen, cinemas are full and the summer 2022 box office continues to surpass expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're joined by Michael A. Gayed, CFA., Founder of The Lead-Lag Report. We discuss the macro environment, is it the perfect time to go risk-on, and why Michael doesn't see cash as an asset class. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock futures slide after S&P 500 notches worst first half since 1970. Coinbase is selling geo-location data to U.S. immigration enforcement agency. McConnell looks to block $52B in chips funding over spending packages. White House official says stablecoin legislation may become law by end-2022: CoinDesk. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Turbulent oil, gas markets to persist 'for some time to come,' Shell CEO says. Freddie Mac to accept rent payment history in mortgage application process. Grayscale sues SEC after its spot Bitcoin ETF is rejected. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
EU endorses push to end internal combustion engine by 2035. PG&E asks for more time to apply for funds to keep nuclear plant open. NATO set to expand as Turkey backs membership for Sweden, Finland. FTC sues Walmart for facilitating fraud that 'fleeced customers' out of millions. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
G7 leaders explore price caps on Russian oil and gas. Morgan Stanley, Bank of America raise dividends; JPMorgan, Citigroup dividend unchanged. Goldman, Wells Fargo to boost Q3 dividends after 2022 stress test. Wall Street bank layoffs expected after capital markets drop off - CNBC. Ernst & Young fined $100M by the SEC over ethics exam cheating. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Russia defaults on foreign debt for the first time since 1918. Four G7 nations to impose ban on gold bullion imports from Russia. Goldman Sachs said looking to raise $2B to buy Celsius Network assets - report. Biden unveils $600B G7 infrastructure plan to counter China. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
All eyes are on Nike (NKE) due to release earnings this week, after overcoming grim expectations in the previous quarter. Semiconductor company Micron Technology (MU) will report third quarter results, after seeing shares fall sharply since the start of June. The most influential blockchain & crypto event in Europe is taking place after a COVID hiatus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Boyd from Energy Investing Authority joins us this week to discuss all things oil. Biden's 4-point plan, will gasoline prices come down, and two picks that he finds favorable that are ready to refine profits for shareholders. Learn more about your ad choices. Visit megaphone.fm/adchoices
Russell rebalance may see highest-volume trading session of the year. Tesla partners with PG&E on virtual power plant in California. All 34 banks in Federal Reserve's stress test would weather severe recession. Granholm and the oil industry collaborate -- positive outcome for refiners. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla Berlin and Austin factories losing billions of dollars, Elon Musk says. Meta Platforms CEO: Explains Meta’s strategy to create shareholder value. U.S. refiners to urge Biden administration not to ban fuel exports - Reuters. Fed publishes bank stress tests as recession talk looms in background. Corporations largely stay quiet ahead of delicate Supreme Court rulings. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crude oil resumes slide amid growth worries; energy stocks back under pressure. DOJ settles with Meta in landmark suit over housing discrimination. Rally fizzles as stock futures slide before Powell testimony; Bitcoin under $20K. Senators advance bipartisan gun violence bill, passage may come this week. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden nears decision on federal gas tax holiday. Jetblue boosts offer for Spirit Airlines to $33.50/share. Former employees sue Elon Musk's Tesla over mass layoff- Reuters. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're joined by Nick Bunker, Head of Research - North America at Indeed.com, to discuss unemployment numbers and projections, wage growth, and if there are more layoffs to come. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock futures rebound after brutal selloff, but will it last? Amazon loses legal battle over whether customers can sue over lack of toxic warnings. Number of high-quality refi candidates dwindles as mortgage rates rise: Black Knight. Musk meets Twitter staff, says 'Freedom of reach,' targeting 1B users are critical. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock futures reverse post-Fed rally as traders reassess biggest rate hike since '94. Musk expected to confirm ownership push in Twitter meeting - WSJ. Exxon responds to Biden's request for solutions to the oil refining crisis. Binance looks to hire 2,000 as other crypto firms cut their headcount. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Decision day for the Federal Reserve -- 50, 75 or 100 basis point rate hike? European Central Bank calls emergency meeting to discuss market turmoil. Washington floats idea of doubling tax on oil companies to battle inflation. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biggest Fed rate hike since 1994 now overwhelmingly expected. Stock futures rebound, but traders remain wary as S&P 500 drops into bear market. Morgan Stanley's James Gorman sees 50% chance of U.S. recession. Elon Musk said set to address Twitter employees for first time this week. U.S. urging Russian fertilizer deals to help ease food costs - Bloomberg. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crypto lending firm Celsius pauses withdrawals; Bitcoin under $25K. Mortgage lock volume declines in May, with refi locks falling the most: Black Knight. U.S. CEOs' 2021 compensation increased the most in seven years. Recession fears: Stock futures slide as yield curve inverts. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Reserve is expected to raise interest rates as it continues to try to stem rising inflation. While investors are edgy on the retail sector, Kroger (KR) could still come out on top with its earnings report this week. Universal’s Jurassic World: Dominion (NASDAQ:CMCSA) has jumped to the forefront of the summer box office battle. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're bringing you a Quant check on 3 new companies entering the S&P, and we sit down with George Ball, Chairman at Sanders Morris Harris, to discuss why he says investors should still be raising cash. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rule of 10: Is a recession near with gas prices at $5/gallon? CPI preview: Inflation still sizzling, but will there be signs of relief? Median monthly asking rents climb over $2K for first time ever, Redfin says. White House reallocating $10B away from COVID testing, PPE to ensure vaccine preparedness. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
UAE oil minister says prices 'nowhere near' peak. Is a bank charter in the cards after Apple touts 'Pay Later' program? U.S. mayors organization wants Congress to pass SAFE Banking Act for cannabis businesses. Looking for a market bottom? This signal flashed the recent top. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
US reportedly seeking funds to purchase enriched uranium. Consumer credit expands more than expected in April. Consumer spending remains strong as pendulum swings to services, Visa CFO says. Deeper dive: Is the current inflation situation comparable to the 1970s? Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden’s decision on student loan forgiveness later this summer. Here's why Elon Musk cannot just walk away from the Twitter deal. Novartis falls victim to cyberattack but claims sensitive data not compromised - Bleeping Computer. Apple WWDC: Tech giant shows off new MacBook Air, Pro, M2 chip, iOS 16 and more. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. mortgage holders saw record $1.2T boost in tappable equity in Q1: Black Knight. Biden to waive solar panel duties, eyes other tariff relief. Apple WWDC 2022 preview: What to expect from the annual developer conference. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Toy maker Hasbro (HAS) has its annual meeting coming up and one investor is pushing for big changes. Analysts say Apple (AAPL) is gearing up to announce major software updates, and could be up for major sports broadcast contracts. Finally, could Universal’s Jurassic World overtake Paramount Global's (NASDAQ:PARA) (NASDAQ:PARAA) Top Gun in the box office? Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, we are joined by Jim Paulsen, Chief Investment Strategist at The Leuthold Group, to discuss the volatile markets and where we're headed from here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Elon Musk wants 10% job cuts at Tesla, has 'super bad' feeling on economy - Reuters. New York could be first state to pass crypto mining ban. White House considering proposal to tax oil and gas "windfall" profits. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil roundup: OPEC meeting, output rumors and Saudi ties. Bill requiring Congress to disclose cryptocurrency holdings, transactions introduced. Sheryl Sandberg steps down from Meta Platforms, what's next for the tech giant? Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
OPEC+ rumored to exempt Russia, pave way for increased production. Is a recovery in sight as Shanghai ends its two-month lockdown? Sen. Warren plans bill to crack down on SPAC deals. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden lays out plan to fight inflation before Powell meeting. EU leaders agree to ban most Russian crude oil imports. Number of U.S. births rises for first time in seven years. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Symbotic (SYM), an AI-powered robotic software company already working with retail giants like Walmart (WMT), could be going public. Athletic wear company Lululemon (LULU) is due to report earnings this week and Morgan Stanley is calling it a compelling opportunity. The latest installment of Top Gun is here, and the box office is still falling short of pre pandemic revenues. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we're joined by Mike Fay, Founder of Blockchain Reaction, and Steven Cress, Head of Quantitative at Seeking Alpha. Mike breaks down a hidden opportunity in the crypto space, and Steve gives his 3 stock picks for the current market environment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mortgage rates continue to fall on headwinds facing the economy. Biden climate formulas upheld for now by the Supreme Court. Nearly one in five home sellers lower price, the highest rate since October 2019. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Freddie Mac mortgage portfolio expands at 4.0% annualized rate in April. Twitter jumps as Musk raises deal equity commitment to $33.5 billion. Boeing's Starliner lands safely after completing mission to space station. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden: 'We have to act' after Texas elementary school shooting. Toyota lowers production expectation for June due to semiconductor shortage. Coinbase becomes first cryptocurrency firm to enter Fortune 500 list. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden may remove another smog-related mandate to lower gasoline prices. Spirit Airlines CEO calls JetBlue offer “cynical” in scathing rebuke of unsolicited bid. Airbnb is closing its domestic business in China. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. Monkeypox cases likely to rise. Institutional buyers boosted market share in hot housing market: NAR study. Streaming tags new record high in Nielsen TV share measure. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
J.P. Morgan (JPM) is set to hold an important investor day, and a highly anticipated conference, featuring eBay (EBAY) and Intel (INTC), among others. AND, Nvidia's (NVDA) first quarter results are due, after shares plunge last week. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we cover the very large interest rates markets, TIPS, stock market worries, and swap rates with Nancy Davis, Chief Investment Officer at Quadratic Capital Management. Learn more about your ad choices. Visit megaphone.fm/adchoices
Elongate scandal: Musk denies 'wild accusations' of sexual harassment. CDC recommends Pfizer/BioNTech COVID booster for children 5-11 years old. Texas expands suit against Google, adding 'private browsing' to action. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biden invokes Defense Production Act to alleviate baby formula shortage. Amazon is accused by New York agency of discrimination violations. Prepare for $6.00 prices at the pump, says JP Morgan. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Federal Reserve won't hesitate to go past neutral 'if we have to': Jerome Powell. Pfizer COVID-19 antiviral use jumps over 300%: U.S. health department. mRNA vaccines superior to others in COVID variant antibody response, study finds. Catch today’s WSB article here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Twitter falls again as Musk says deal cannot move forward until there is bot transparency. Abbott and FDA agree on steps to reopen baby formula production plant. Microsoft to make huge compensation boost in effort to keep top talent. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
COVID lockdowns dent China's economic activity in April. Plains All American to pay $230M in class action lawsuit over 2015 oil spill. Videogame sales fall 8% in April, though consoles rebound. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Experts say the U.S. baby formula shortage could continue throughout the rest of the year. Hyundai (OTCPK:HYMTF) is expected to announce a new $7B electric vehicle plant in Georgia. Jerome Powell is expected to speak at a major conference, as he secures another four years as Federal Reserve Chairman. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we discuss one big stock idea for the year, why the ARKK fund is a sell (or maybe even a short) and the upcoming Russell reconstitution. With Chris DeMuth Jr., Founder of Sifting the World, a Seeking Alpha Marketplace service. Learn more about your ad choices. Visit megaphone.fm/adchoices
Elon Musk says Twitter deal temporarily on hold. White House announces actions to address baby formula shortage. Apple leaked memo highlights loss of opportunities, promotions in anti-union push: report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Disney earnings call: Streaming growth speeds up, but at a cost. Google shows off smartwatch, new phones at I/O developer conference. Roche, Global Fund team up to fight TB, HIV by building diagnostics capacity in low-income countries. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock futures point higher ahead of key inflation report. U.S. gas prices surge to fresh new high, with no long-term relief seen. Cathie Wood: ‘We think we could be in a global recession’. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
JP Morgan sees used auto prices stabilizing. What’s next for Bitcoin? Elon Musk responds to threat from Russia’s space chief. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rate lock volumes plunged in April as mortgage rates keep climbing. Hospitals seek price hikes to offset rising nursing costs. Lockheed is seeking to double the output of Javelin anti-tank missiles. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investors hone in on inflation and the Federal Reserve, Peloton Interactive (NASDAQ:PTON) shares tumble to an all-time low , and the rough ride for electric vehicle stocks continues, as Tesla’s (TSLA) Elon Musk gets set to speak at a major car summit this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
What the 50 basis point interest rate move means for the markets going forward, favorable companies that actually produce value for shareholders and favorable REITs for the rest of the year. This week we are joined by David Trainer, CEO at New Constructs, and Brad Thomas, CEO at iREIT on Alpha - a Seeking Alpha Marketplace Service. Start Your Free Trial of Seeking Alpha Premium Today - https://bit.ly/3fEhhLI Learn more about your ad choices. Visit megaphone.fm/adchoices
Futures point lower after selloff on Wall Street. FDA limits use of J&J vaccine. $700M in bitcoin leaves Coinbase for cold wallet. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Reserve is still Hawkish but Powell dialed down the fear factor. Buffett's Berkshire Hathaway buys another 5.9M Occidental shares. OPEC+ meets with small supply boost still expected. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Reserve is poised for the first 50 bps rate hike in 22 years. Meta e-commerce efforts hit hurdles. Europe is raising the stakes on Russian energy exports. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Corporate America is likely to be swept up in the coming storm over Roe v Wade. Did Beijing just flash a greenlight to buy Alibaba? Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. Housing Affordability nears record low as mortgage rates keep climbing. Moderna expects COVID vaccine for kids under 6 to be ready for June review and the Novavax vaccine also considered in June. Twitter deal spread indicates uncertainty about Musk closing acquisition. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The two-day Federal Reserve meeting will conclude with a rate announcement this week; the auto sector continues to face supply chain disruptions which could continue until 2023; and, could Elon Musk unlock huge Twitter (TWTR) potential? Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we discuss recession warnings, what this earnings season means for the market, and macro implications from Russia's continued invasion of Ukraine. With Eric Basmajian from EPB Macro Research, and Richard Hunter, Head of Markets at Interactive Investor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon fell sharply in after-hours trading after reporting operating income below expectations for Q1 and setting cautious guidance for Q2. Apple's Chief Executive Tim Cook said the tech giant was "not immune" to the challenges caused by the war in Ukraine and Covid-related disruptions in China. Germany drops opposition to the Russian oil embargo. Catch today’s WSB article here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Three big things to watch with Amazon earnings. Russia halts gas flows to Poland and Bulgaria: What's next? Mattel jumps on report of its held talks with buyout firms. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Alphabet earnings call clearly focused of attention on a dramatic slowdown in YouTube revenue growth against a very hot 2021 comparison. Microsoft Chief Executive Satya Nadella spent most of his company's fiscal third-quarter earnings talking about the success of the software giant's cloud services business. Elon Musk purchase of Twitter has $1B termination fee for both sides. Learn more about your ad choices. Visit megaphone.fm/adchoices
Twitter and its board on Monday came to a sale agreement with Elon Musk for $44 billion. Cenntro Electric Group shares are short circuiting after CEO Peter Wang began speaking and highlighting supply chain risks. Match Group rose after traders circulated a report that speculated the Tinder owner could be a possible target for Meta Platforms. Catch the WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
In a replay of the 2017 election, France's Emmanuel Macron has defeated candidate Marine Le Pen. Semiconductor companies are on tap to be in the spotlight following what has been a tumultuous start to the year. The U.S. pledged another $322M in military financing to help Ukraine. Catch the WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rumors swirl over the Apple car, as the company gets set to release Q1 earnings. Boeing is also gearing up to announce Q1 earnings, following announcements of aircraft delivery delays. And, after a two-year hiatus, nearly every major media company will head to Vegas for the world’s largest gathering of content and broadcast professionals. With host, Lauren Izso. Learn more about your ad choices. Visit megaphone.fm/adchoices
Happy Earth Day! This week's episode centers on sustainability and ESG investing. We are joined by Alex Snyder, Portfolio Manager at Centersquare Capital Management, and Jonas Wallmander, CEO of Azelio. Learn more about your ad choices. Visit megaphone.fm/adchoices
A relentlessly hawkish Federal Reserve is ramping up market expectations for big interest rate hikes. The Department of Energy said Thursday it awarded 12 contracts for 30M barrels of oil from the SPR. Disney stock finds new low as Florida approves ending special tax district. Check out the WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Meta Platforms slides as firm's checks say current quarter slowing worse than Q1. Netflix stock plummeted following earnings announcement. How much? Tesla's Elon Musk talks new robotaxi vehicle, higher prices and deliveries growth on conference call.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Netflix, competition hot in the high-stakes streaming media space. Elon Musk is keeping Twitter and its investors on tenterhooks Wednesday after sending another tweet. The Biden administration is launching a $6B program to rescue nuclear power plants at risk of closing.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Investors will get more data on the U.S. housing market today. Signs are emerging that Q1 earnings season will be more disappointing than expected. Recent statistics released by both New Jersey and Pennsylvania point to strong growth in sportsbook activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Goldman Sachs economics team says that there is now a 35% chance of a U.S recession over the next two years, with the labor market a particular problem for the Federal Reserve. Heading into the first major earnings reporting season of 2022, companies that fall under the Software as a Service, or SaaS umbrella, are facing a challenging market that is likely to remain volatile for the foreseeable future. Online advertising names - the well-known Internet giants are facing rough macroeconomic seas ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Elon Musk’s Twitter circus has more twists expected, Netflix reports Q1 earnings this week and New Jersey gears up for recreational cannabis.
Learn more about your ad choices. Visit megaphone.fm/adchoices
ETFs in the energy and cyber sectors, why Tesla is a sell after Musk's attempt to buy Twitter and whether we're in a risk on or risk off market. With Michelle Culver, VP Portfolio Strategist at Global X, and David Trainer, CEO of New Constructs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Permian drilling permits hit monthly record, META platforms shuffles its ad leadership, Russian Warship seriously damaged in the Black Sea Learn more about your ad choices. Visit megaphone.fm/adchoices
Pentagon summons top U.S. defense companies, Mexican truckers protest and Google pledges $9.5B in U.S. offices, data centers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
CPI expected to be hot, lumber slumps and recreational cannabis sales set for New Jersey.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Election runoff in France, banks' Q1 earnings and Musk changes his mind?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big bank earnings expected to drop significantly following Russia’s invasion of Ukraine. Spotlight on retail crime and how some of the biggest U.S. chains are affected. Elon Musk takes on social media, as he becomes Twitter’s largest stakeholder, and Tesla ramps up production. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Fed wants to contain US economic growth and normalize interest rates says Charles Lieberman, Partner and CIO at Advisors Capital Management. We discuss the relative imbalance in the labor market, concerning overall trends and why the inverted yield curve does not signal a recession. 4 stock picks for right now. We also dive deep into Seeking Alpha PRO which highlights under-the-radar stock ideas for those investors looking for an edge in the market (sign up for a free trial today). Learn more about your ad choices. Visit megaphone.fm/adchoices
EU to ban Russia’s coal imports, Shanghai lockdown grows and Apple to stream 'Friday Night Baseball'.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Fed calls for shrinking balance, commercial drone deliveries take off and Euronav and Frontline merge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Fed gets serious about inflation and Dave & Buster’s acquires Main Event.
Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. Treasury halts Russian bond payments, analyzing recent rally and NIO takes battery-swapping to Europe.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Dimon sounds alarm, Lithuania cuts off Russian gas and Starbucks founder takes reins as CEO.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Could Fed rate hikes be a sign of recession? Biden's new plans to tax the rich. Hospitals heading into turbulence as Covid admissions drop and Tesla’s record numbers. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week's episode explores current market dynamics amid pressure on the tech sector. Fundstrat's Mark Newton and Interactive Investors' Victoria Scholar discuss being positioned diversely and defensively. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rise after worst quarter since the pandemic, Ruble’s rebound, and Ford and GM to halt production.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Crude sinks 6%, SEC downplays imminent agreement, and new report says Apple and Meta got duped by hackers. Learn more about your ad choices. Visit megaphone.fm/adchoices
S&P 500 exits correction territory, yield curve inversion worries, and next-gen storage technologies.
Learn more about your ad choices. Visit megaphone.fm/adchoices
G7 rejects Putin demand, BP and Uber partner, Shopify's unusual price spike under investigation. Free webinar on Energy's Next Big Move.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Shanghai lockdown hits oil, 'Billionaire Tax' proposal and Apple wins big at the Oscars. Learn more about your ad choices. Visit megaphone.fm/adchoices
Serious consequences for global food supply, 'end of globalization' warnings and Bayer reaches settlement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Russian stocks jump as market reopens and airlines urge lifting of mask mandates.
Learn more about your ad choices. Visit megaphone.fm/adchoices
US futures ease as yield curve steepens, gas tax holiday and more cannabis consolidation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Bond bloodbath continues, stocks stay in positive and China Eastern’s crash.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil tears higher, food protectionism in play and U.S. rushes hypersonic missile development. Growth Investor Pro 25% first-year discount. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's episode we discuss the market correction, where to allocate capital with Catherine Faddis, CEO of Grace Capital and strong dividend yield stocks with Steven Cress, Head of SA's Quant Strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
US and China hold talks, energy stock sweep and Moderna seeks approval for second booster shot
Learn more about your ad choices. Visit megaphone.fm/adchoices
Trouble with the curve, CF Industries increasing fertilizer shipments and Google buys startup.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Zelensky says ceasefire talks 'more realistic'; Russian default looms and all eyes on dot plot.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Nasdaq 100 enters bear market territory, Chinese stocks crash and Tesla raises prices.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Treasury selloff deepens, lockdown in China and Russia's debt default.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The one stock to buy right now (hint: it's in the semiconductor space) with Steven Cress, Head of SA's Quant Strategy, and take a deep dive into current employment trends with Indeed.com's Head of Research Nick Bunker. Learn more about your ad choices. Visit megaphone.fm/adchoices
Yellen expects uncomfortably high inflation, nickel market freeze extended and ECB leaves rates unchanged. Value Investor's Edge free trial.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock trading remains volatile, crazy commodity markets and Amazon jumps on stock split.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Cryptos soar after accidental release, White House, shale industry point fingers over oil crisis and Netflix won't say never to ads. Free trial for Value Investor's Edge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock futures halt decline, recession risks remain and Europe takes step toward energy security.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Crude hits $130, corporate exodus from Russia and JPMorgan downgrades rating on Philip Morris.
Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are joined by Eric Basmajian from EPB Macro Research, and George Ball, Chairman of Sanders Morris Harris. George says these stocks are buys right now, and Eric shares updated charts on key economic factors that you need to be aware of! Learn more about your ad choices. Visit megaphone.fm/adchoices
Self sanctioning reduces Russian crude oil exports, Powell says fighting inflation crucial for long-term growth and Panasonic to build U.S. battery plant to supply Tesla. Learn more about your ad choices. Visit megaphone.fm/adchoices
Russian equities cut from indices, Powell prepared to hike more aggressively and Kinross Gold suspends all Russian operations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Crude oil tops $110 a barrel ahead of key OPEC+ meeting, Biden says Putin will pay a price for invasion and supply chain on watch as U.S. imposes airspace ban on Russia.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Inflation in focus at Biden's first State of the Union address, corporate moves to divest from Russia and Russia retaliates against Western sanctions.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Ukraine and Russia Meet for Talks, Germany Ramps Up Defense Spending and The Billion Dollar Man
Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are joined by Susannah Streeter, Senior Investment and Markets Analyst at Hargreaves Lansdown. We discuss what the invasion means for global markets, the SWIFT payment system, inflation and interest rate hikes, and what investors need to watch in the coming weeks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Russian Troops Enter Kyiv, Fed Officials Still Sees Rate Hikes and Hold the Nuggets at Burger King
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Russia Attacks Ukraine, Global Stock Markets Fall, Oil Tops $100 a Barrel Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Ukraine Declares State of Emergency, Grains Post Big Gains and Lebanon’s Central Bank Chief Plays Hide and Seek
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Russian Troops On the Move in Ukraine, Fed Officials Debate the Size of Rate Increase and Viewers Give Olympics the Cold Shoulder
Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on The Weekend Bite, Jerry Kronenberg, Director of News at Seeking Alpha, discusses notable 13F filings from well known Hedge Funds, Jay Pestrichelli from ZEGA Financial talks the microenvironment with us, and Uma Pattarkine, CFA from CenterSquare Asset Management shares her outlook on Real Estate and ESG investing in the space.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Russia’s Military Readies Nuclear Exercises, Mortgage Rates Near 4% and an SOS for Thousands of Volkswagen Vehicles Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Americans Are Set to Spend Big Time, Gasoline Prices Hit Record in California and Who’s The Rudest of Them All? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: NATO Sees No Sign of Russian Pullback, Masks Off at Disney World and No More Staring at Headlights Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Oil Drops On Russian Pullback from Ukraine’s Border, U.S. Lawmakers May Get Tax Loophole and Money Flows South from U.S.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: New Car Prices Accelerate, U.S. Poultry Producers Worry About Avian Flu and U.S.-Canada Trade Reopens Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are joined by Andy Constan, Founder of Damped Springs Advisors, and Nicholas Colas, Co-Founder of DataTrek to discuss the hot CPI numbers, The Federal Reserve, rate hikes, supply chains, year-end price targets, and so much more! Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Truckers Add to the Disruption of U.S.-Canada Trade, Inflation Accelerates to 40-Year High and New York Rents Jump
Learn more about your ad choices. Visit megaphone.fm/adchoices
Top stories include: New York Joins States Lifting Mask Mandates, Germany Calls for ECB Tightening and the $350,000 Pair of Sneakers Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Truckers Block U.S. – Canada Crossing, Chips Ahoy! and Super Bowl Betting Surges
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Russian-German Gas Pipeline Faces Problems, Peloton Interactive Changes Riders and Avocado Prices Surge Learn more about your ad choices. Visit megaphone.fm/adchoices
Coming up, our top stories include: Ford Shuts Production on Chip Shortage, Tequila is the New Vodka and Rolls-Royce Updates Its Mascot Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are joined by J Mintzmyer, Founder of Value Investor's Edge from Seeking Alpha's Marketplace, to discuss supply chain disruption updates. He also shares one big stock idea he likes for this year.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Apple and Google Face U.S. App Legislation, The Bar is Open at 30,000 ft. and in The Netherlands, A Bridge Too High Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Food Prices Jump, Sticker Shock for Electricity Rates and Palm Beach Real Estate Prices Soar
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Fed Officials Temper Calls For Aggressive Rate Increases, A Winter Storm Grounds Flights and Natural Gas Prices Soar and Carpool Karaoke in China
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Gasoline and Transport Costs Continue to Rise, AT&T Cuts Dividend Amid Spinoff and Dolly Parton Hits the Grocery Store
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Video Gamers Click to Spend, Spotify’s New Guidelines and Bullets Knock Out NFL Broadcast in Oakland
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron Technology - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are joined by David Kelly, Chief Global Strategist at JP Morgan, and Chris DeMuth Jr. from Seeking Alpha's Marketplace service Sifting the World. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: U.S. Home Sales Are Quickening, Prices for Whiskey and Other Spirits Climb and Bioelectronic Implants? There’s an App for That Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Fed Signals Rising Rates, The Rent is Too High and Netflix Lands a Fan
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Get Ready for the Fed’s Rate Decision, Wheat Prices Shoot Higher and GM Charges Ahead
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Stock Market’s Wild Ride Is Set to Continue, Unilever Looks for a Makeover and Bob Dylan Gets Tangled Up in Green Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Russian Stocks Slump, All Bets are On in New York and Candy is About to Get More Inclusive Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron Technology - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast presents ‘The Weekend Bite': an all-new video show released on Fridays that covers the week's biggest headlines, Marketplace authors' expert analysis, Alpha insights from our News team and more! Watch Friday afternoons on Seeking Alpha, or listen to the podcast on Saturday. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Covid-19 Test-Makers Get Hit by Covid-19, Canada Faces Food Shortages Plus Soaring Prices and Intel Plans to Spend $20 billion in Ohio
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Tech Stocks Correct, The Winter Olympics from Connecticut and Oscar Mayer Gets Into Skincare Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Energy Prices Continue to Rise, The FAA Reviews Missile Defense for Fedex and Tennis on the Great Barrier Reef Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: U.S. Mortgage Rates Climb, China Lowers Borrowing Costs and Breakfast is Getting More Expensive
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron Technology - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: New Omicron Cases May Show Signs of Slowing, New York Rents Hit a Record and the FDA Turns a Blind Eye to French Dressing
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: New Car Prices Surge, Nickel Trades at the Highest Level in a Decade and More Viewers Huddle to Watch the NFL Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: GM Unveils a New Used Car Marketplace, Electronic Trading Gets a Major Investment and the Earth May Be Flat at the BBC
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Private Insurers to Pay for Covid-19 Testing, The IRS Faces Backlog and a Banner Year for Rolls Royce Cars Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Goldman Sachs Sees Four Rate Increases This Year, U.S. Gas Exports Surge and Getting Paid to Quit
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron Technology - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Investors Pour Record Money into Private Companies, U.S. Mortgage Rates Climb and Taco Bell Unveils a Subscription Plan
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Fed Signals Sooner, Faster for Rate Increases, Russia Sends Troops to Kazakhstan and No Insurance, No Skiing Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Prices for Covid-19 Test Kits Spike, BlackBerry Goes Dark and Number Eight Beer Hits the Shelves – In Texas
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Holmes Found Guilty of Fraud, Ziggy Stardust Cleans Up and Thighs are the New Wings
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Covid-19 and the Weather Ground Thousands of Flights, The 5G Fight in the Skies and The Show Will Go On Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron Technology - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Seeking Alpha editorial team looks to the new year in our first-ever outlook roundtable: What Will Move Markets in 2022.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: U.S. Covid-19 Infections Hit a Record, Mexico Goes Digital and Armed Guards in the Grocery Aisle Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: COVID Infections Soar, Get Ready for Higher Prices and French Fries at 30,000 ft.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Sun Belt Sees Drop in Housing Affordability, COVID Hits the High Seas and the Powerball Lottery Jackpot Tops $400 million Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: COVID Quarantine Time Cut, The U.S. Gets Charged Up and Wall Street Moves to Florida Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: COVID Hits U.S. Flight Schedules, Spider Man Spins Web of Gold and It Will Cost More to be an American
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron Technology - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rebounded from a tepid start to the week to rise into record territory as the Santa Rally finally took effect. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Housing Market Stays Hot, Fraud and U.S. Pandemic Relief Funds and New Problems for Pet Owners
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The U.S. Unveils a Plan to Battle Omicron, American’s Population Growth Stagnates and Big Tech is a Big No Show at CES Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Omicron Variant Hits Home, New Vehicle Mileage Standards are Set and the NHL is On Ice
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Senator Joe Manchin Just Says No, The Omicron Variant Shutters Europe’s Christmas and The Great Candy Cane Crisis
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Nio - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gave up ground this week in volatile trading action. The Federal Reserve on Wednesday reinforced the hawkish stance set at its previous meeting, but stocks unexpectedly rallied after the announcement. These gains were quickly given back the following day and into a choppy Friday session. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Oracle Moves Into the Medical Market, Europe’s Energy Prices Go Nuclear and Getting Behind the Wheel on Wall Street Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The New Fed Roadmap, Central Banks Shift Course and The Boss Bags Some Big Bucks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Waiting on the Fed, Retail Sales Set to Climb and Hold the Cream Cheese – Make $20 Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Fed Huddles on Stimulus and Inflation, Cloudy Days for Solar Power and Harley-Davidson Shares Go Hog Wild Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: A New Round of Pharma Deals, Stock Buybacks Are Set to Increase and The Schmear Campaign Against Cream Cheese
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - AURC - and other key events that could impact stocks Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks posted their first winning week in a month. Major indexes rebounded early in the week after Pfizer (NYSE:PFE) and BioNTech (NASDAQ:BNTX) announced that three doses of their Covid-19 vaccine were effective in treating the omicron variant. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Consumer Prices Likely to Accelerate, Evergrande in Default and Who Moved the Cream Cheese
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Senate Blocks Biden’s Vaccine Mandate for Businesses, Housing Costs Continue to Climb and New Zealand’s Great Smoke Out Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Congress Deals with Debt, Wages Set to Rise and Welcome to a New Working Week in the Middle East Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: The Big Apple Vaccine Mandate, Americans’ Savings Set to Fall and a Traffic Rebound Means More Wasted Time Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Digital Currencies’ Wild Ride, Washington’s Potential New Real Estate Rules and You’re Going to Get Jolt from Coffee Prices Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Unity Software - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had a losing week amid much volatility. The omicron strain of Covid-19 rattled markets and hawkish comments by Fed Chair Jerome Powell added to the risk-off mood. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Get Ready for the November Jobs Report, Congress OKs Short-Term Government Funding and BofA Sees Security in Dressing Down
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Omicron Variant Lands in San Francisco, No Dice in China and Major League Baseball Drops the Ball Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Powell Signals Faster Stimulus Pullback, Renewable Energy Power Jumps and The World’s Most Expensive City May Surprise You Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Stocks, Bonds and Oil Fall on Omicron Concerns, Coal Prices Surge as U.S. Stockpiles Dwindle and Where’s Santa?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: New Covid Strain Sparks Travel Restrictions, Stocks and Oil Prices Rise and Canada Releases Some Sticky Reserves
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks sold off heavily Friday amid a new strain of Coronavirus that emerged in South Africa. Known as the Omicron variant, it is said to have a high number of mutations that could make it more transmittable. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Stocks, Bond Yields and Oil Fall on New Covid Strain, U.S. Travel Heats Up and St. Louis Notches a Win Without a Team
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Energy Markets Shrug Off U.S. Release of Oil, A Jury Finds Pharmacies Liable for Opioid Epidemic and JPMorgan To Outlast China’s Communist Party
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: U.S. to Release Oil From Reserves, Jerome Powell Keeps His Job and the Bell Tolls for Your Driving Info Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Protests in Europe Turn Violent Over New Covid Measures, A Big Day For Deals and Tesla Drivers Get Locked Out
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had a mixed week. The Nasdaq (COMP.IND) closed above 16,000 for the first time but Dow Industrials lost ground as rising Covid cases and lockdowns hit Europe. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: House Votes On $2 Trillion Spending Plan, New Lockdowns In Europe and No Steering Wheel, No Pedals, No Problem, Here Comes Apple’s iCar
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: U.S. Targets High Oil Prices, Ziggy Stardusk Sees a New Owner and McDonald’s Egg McMuffin is 50 Years Old, And So Is The Price Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Biden To Name Fed Chief By Friday, The Government Will Back $1 Million Mortgages and Your Private Jet Charter is Sold Out.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Coal Prices Hit 12-Year High, Wal-Mart Beats Estimates and Are Investors In Dreamland?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Biden To Sign Infrastructure Bill, Gasoline Prices Hit Record and How Much Does A Wharton MBA Grad Make? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks dropped for the first time in six weeks as a key inflation report came in hotter than expected. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Johnson & Johnson To Split In Two, Home Buyers Pay Full Price and More and A Lawsuit Alleges Something Fishy at Subway
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: New York City Office Workers Stay Remote, U.S. Treasury Market Sees Liquidity Drop and American Airlines’ Pilots Pass Up Bonuses Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: DoorDash Rings Up A European Acquisition, More Food Price Increases, And Find Out The Most Expensive US Zipcodes Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: General Electric Is Splitting Up, Cryptocurrencies Are Climbing And There’s Another Help Wanted Sign At The Fed Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories: Gasoline Prices Set To Rise, Goldman Sachs Alleged Worse Than Foster Care, AMC Goes Into The Popcorn Business and A Spec Home With A Touch Of The Apple Store. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gained for a fifth straight week after the Federal Reserve offered no surprises in its policy announcement and companies reported quarterly earnings that mostly beat estimates. An October non-farms payroll report that topped forecasts also helped the bullish mood. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Time For The October Jobs Report, OPEC+ Snubs Biden’s Call For More Oil And Crypto Comes To City Hall Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: The Fed’s Big Wind Down Begins, Toyota Detours Around The Chip Shortage And Is There A Doctor In The House? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Tops Stories Include: Waiting On The Fed, Democrats Reach A Drug Price Deal and Zillow Closes The Door On Home-Flipping
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: New Rules Hit Oil & Gas Companies, Manchin Slow Walks Biden’s Social Spending Plan And DuPont Gets A Makeover
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: World Leaders In Glasgow For Climate Change Summit, New Electric Vehicles Hit The Streets And U.S. Lowers Steel Tariffs Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - GameStop - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gained for a fourth straight week as most companies reported earnings that beat analyst estimates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Democrats Block Vote On Spending Bill, Tech Giants Take A Hit And The Face Is Familiar, But The Name Is Changing Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Big Oil Comes Under Big Pressure, McDonald’s Supersizes Prices And U.S. Businesses To Fight Tax Increases Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Record Home Prices, Democrats Push Corporate Tax And Eli Lilly’s Alzheimer Treatment Begins Approval Process Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Natural Gas Stocks Jump On Price Surge, Crypto Is Coming To Credit Cards, Mark Cuban’s Full-Court Press On Drug Costs
Learn more about your ad choices. Visit megaphone.fm/adchoices
Top Stories Include: Democrats Eye Billionaire's Tax, Higher And Higher For Energy Prices And No Interest In Pinterest, For Now
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Digital World Acquisition - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gained this week after strong earnings reports as investors also cheered cryptocurrencies and the emergence of a SPAC tied to a former U.S. president's media company. Learn more about your ad choices. Visit megaphone.fm/adchoices
Out Top Stories: U.S. Home Sales Surge, Intel Disappoints and Wall Street Is Shrinking
Learn more about your ad choices. Visit megaphone.fm/adchoices
Top Stories Include: Covid Curbs Are Back, PayPal Targets Pinterest And It's Going To Take A Bigger Paycheck
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Democrats Seek Reduced Spending Deal, Bitcoin ETF Sparks Interest, And The Chip Shortage Hits Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices
Out Top Stories Include: A Looming Recession, Bitcoin Gets Its Day And Earnings Season Rolls On
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: China's Growth Slows, New U.S. Battery Factories and Facial Recognition For Lunch Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Revance Therapeutics - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had a strong week of gains as investors rediscovered some interest in growth assets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: The SEC And The Bitcoin Bounce, Record Prices For Metals And The Doctor Will See You Now, At Walgreens Learn more about your ad choices. Visit megaphone.fm/adchoices
Out Top Stories Include: U.S. Taps Offshore Wind Energy, Home Heating Costs To Climb and Major Banks Blow Past Profit Estimates.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: The White House Supply Chain Summit, Consumer Price Increases Set To Continue And J.P. Morgan Results Beat Estimates
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Green Bonds Shine In Europe, A Coal Shortage Hits Asia And Supply Chain Disruptions May Hollow Out Halloween Learn more about your ad choices. Visit megaphone.fm/adchoices
Top Stories Include: Get Ready For Q3 Earnings, Oil Prices Climb and Retailers Need A Bigger, Faster Boat Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - NVIDIA - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gained this week after a Wednesday turn-around when lawmakers in Washington, D.C.,agreed to a short-term deal on the debt ceiling. Markets were nonplussed by the non-farm payrolls report for September, which missed expectations by a wide margin, and traded flat for most of the day Friday. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: All Eyes On The Jobs Report, Crypto Continues Climb And New York Real Estate Struggles Without Office Workers Learn more about your ad choices. Visit megaphone.fm/adchoices
Top Stories Include: U.S. Debt Deal In The Wings, Bitcoin Bounces and A Global Coal Shortage Means Lights Out In China Learn more about your ad choices. Visit megaphone.fm/adchoices
Top Stories Include: Bond Yields Jump, Stock Futures Point To Selloff and Oil Prices Steady At Multiyear Records Learn more about your ad choices. Visit megaphone.fm/adchoices
Top Stories Include: Energy Prices Surge, Dollar Strengthens And Rates Tick Higher Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Facebook Under Fire, Fuel Prices Hit Records And More Trading At The Fed Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus on Coinbase and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Read the article and watch the video here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Buckle up; Facebook grilling; and deal is off.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Supply crunch; anti-vax content; and trillion dollar coin.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: In need of direction; U.S. credit default?; and Warby Parker.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Two regional Federal Reserve bank presidents are leaving their positions early in the wake of controversy over portfolio holdings. Learn more about your ad choices. Visit megaphone.fm/adchoices
The deadline in the debt ceiling showdown in Washington approaches, with a government shutdown possible on Friday, Oct. 1. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
It was a volatile week, with the Federal Reserve meeting to announce interest rate policy and unfolding drama from China -- first around Evergrande (OTCPK:EGRNF) and then cryptocurrencies. Bond yields shot up after the market digested the Fed move to all but telegraph tapering of bond purchases. Learn more about your ad choices. Visit megaphone.fm/adchoices
The markets are no strangers to delayed reactions as investors digest many different influences on a post-pandemic economy. And one arrived in the bond market in earnest yesterday. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are the Federal Reserve policy statement and developing situation around Evergrande in China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed meeting, Evergrande bonds. Learn more about your ad choices. Visit megaphone.fm/adchoices
The dip-buyers who stepped in during the last hour of Wall Street trading yesterday are back again today, pushing stocks higher around the world. Learn more about your ad choices. Visit megaphone.fm/adchoices
The possibility of China property company Evergrande collapsing and overall worries about China's crackdown on indebted firms is taking its toll on Hong Kong shares. Read the full article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had another losing week, their second straight, as concerns about China and supply chain issues weighed on investor sentiment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Americans Go Shopping, A Review of COVID-19 Booster Shots And Housing Construction Gets A Greenlight In California. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: U.S. Natural Gas Prices Surge, Ray Dalio Sees Government Killing Crypto and Schwab Hikes Fees on Vanguard And Fidelity Funds Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: The Cost Of Rental Housing Soars, Household Income Takes A Hit and Amazon Will Hire More Than 100,000 U.S. Workers Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Democrats Release Plan For Tax Increases, An Update On Inflation And Billionaire Steve Cohen Gets Radical. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: China Continues Big Tech Crackdown, A Cold Winter May Pump Up Oil Prices and House Democrats Eye More Electric Vehicle Subsidies Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Rocket Lab USA - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks sold off for the first time in weeks as concerns over the Delta variant weighed on the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: President Biden Unveils Vaccine Mandates, Delivery Apps Sue NYC Over Commission Caps And The Most Expensive Home in the U.S. Defaults On Debt.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: U.S. Struggles To Restart Gulf Of Mexico Oil Output, The SEC Takes On Coinbase and The FDA Decides The Fate Of E-Cigarettes.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Include: Crypto Currencies Crater, Office Occupancy in the US Stagnates and Get Ready Cascade Of Initial Public Offerings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Are: El Salvador Adopts Bitcoin, Congestion At U.S. Ports Set To Continue and Moviegoers Help Disney’s Marvel Flick Smashes Records. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus on Alibaba and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: August Jobs Report On Tap, Senator Joe Manchin Slams $3.5 trillion Spending Plan and Hedge Fund Titan Jim Simons Has A Tax Bill.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Out top stories include: Eight People Have Died As Ida Remnants Hit Northeast, OPEC+ Producers Reject Output Boost and Apple Allows Direct App Signups.. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Insured Losses From Ida May Top $15 Billion, Social Security Benefits May Run Out Earlier Than Expected And The Takeover of Kansas City Southern Is Stopped In Its Tracks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories include: Google and Apple App-Store Dominance Weakened By Regulators, The Delta Variant Hurts Restaurant Recovery and New Rules For China’s Gamers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: Hurricane Ida Batters Louisiana, Some United Airlines 777 Boeing Jets May Be Grounded Until Next Year and Look Out Tesla Here’s Comes Rivian
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rallied this week as Federal Reserve chair Jerome Powell avoided announcing a definitive start to bond purchase tapering. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: Fed Chair Jerome Powell Dials Into Jackson Hole, The Supreme Court Tosses Out Federal Moratorium On Evictions and Chip Prices Are Going Up.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today include: Central Bank Rate Hikes, Chips Ahoy! Mergers and Acquisitions Reshape The Semiconductor Industry and Corporate Vaccine Mandates Are Growing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories are: The White House Holds A Cybersecurity Summit, Wall Street Goes to China, Again, and Hedge Funds Lag in 2021.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Full Approval from the FDA for COVID-19 Vaccine, Walmart Opens Up Its Delivery Service and Elon Musk Calls Out Tesla's Pilot Driver Assist Program. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories are: New Legal Ruling Hits Gig Economy, Bitcoin and Crypto Currencies Rally and More Return to Office Delays. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gave up some ground this week as prospects of Fed tapering bond purchases and continued intervention by Chinese regulators hurt risk appetite. Friday saw a broad-based rally in stocks, but for the week major indices were all lower. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories are: The Party Goes On, The Chip Shortage is Getting Worse and China Continues Crackdown on Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: Taper Talk, Bring out the Boosters and Robinhood Markets shares tumbled on first earnings report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: A False Start for Interest Rate Hikes, U.S. Tapering Talk and Tech Giants to Lay Some Undersea Cables. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: Boosters Are Coming, a Big Day for Retail and another crackdown by China’s market regulator. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: A Plan for Afghanistan, No Vax, No Service and Crypto Bulls Return. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gained this week on muted mid-summer volumes. Consumer prices rose slightly less than expected and the market shrugged off a bigger-than-anticipated gain for the producer price index. A disappointing University of Michigan Consumer Sentiment Index report did little to dampen risk appetite. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Consumers remain cautious about spending, The Walt Disney Company posted profits and revenue that exceed analyst estimates and chip stocks falter after Morgan Stanley forecasts the end to the semiconductor memory cycle. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The debate over inflation continues as more data on the input side is released before the opening bell, the FDA is set to amend emergency use authorizations for COVID-19 vaccines to allow immuno-compromised people to receive a third shot and talks between DoorDash and Instacart fail over regulatory concerns. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Meme Stocks Stumble, ARK Investments Dumps China Holdings and ViacomCBS Halts Talks with Comcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Meme Stocks Stumble, ARK Investments Dumps China Holdings and ViacomCBS Talks with Comcast on Hold. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The United Nations calls for immediate action on cutting emissions, but environmentally friendly stocks have lagged, AMC rallies after beating quarterly estimates and Moderna jumps as the FDA evaluates COVID-19 booster shots.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fauci looks to full FDA approval of COVID-19 vaccines to spur more vaccine mandates, decline in broadcast and cable TV viewing leaves room for connected devices and Telsa's Cybertruck pickup won't hit the road until 2022.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gained some ground this week as employment figures showed the U.S. economy continuing to gain steam. Initial jobless claims declined and the insured unemployment rate fell while today's non-farm payrolls report beat expectations. The unemployment rate fell to 5.4%, a post-pandemic low. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: A Strong July employment report could spur the Federal Reserve to re-re-evaluate accommodation, Apple has new iPhone software that will be able to scan and detect child abuse images and anxiety over mergers and acquisitions may subside. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today are: Shares of online investing app Robinhood surge 50% Wednesday, travel and airline stocks take a hit because of new COVID restrictions and Roku shares fall after the streaming platform reports slower-than-estimated growth.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Rising Covid Restrictions. Earnings continue to beat profit forecasts. Robinhood Markets soared nearly 25% to a post-IPO record high Tuesday.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Ready for takeoff; ‘spiritual opium’; and delta shadows.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Infrastructure Week, No More Lockdowns, 'Buy Now, Pay Later' Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Debt drama; not enough; and closing out July.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Democratizing finance for all; not there yet; and into the metaverse.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Masks are back; big quarter for big tech; and Fed policy update.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China wipeout; earnings influence; and Tesla results.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings in high gear; bitcoin breakout; and delta surge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch the video and read the article here. Stocks rallied this week after some dramatic selling on Monday over the COVID-19 'Delta variant.' Four straight days of gains had the Dow Jones Industrials Average (DJI) broaching 35,000 whilst the S&P 500 (SP500) and Nasdaq (COMP.IND) also closed at record highs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit tensions resurface, Rally goes on, Chip niche Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Mask revival; green for the week; and Nord truce.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The B word; rebound continues; and challenges ahead.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The final frontier; banking on higher yields; and statin study.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Delta Fears, War of Words, OPEC Ends Standoff Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks fell this week on conflicting macroeconomic data and concerns over the COVID-19 'Delta variant.' Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Show me the money; deeper dive into CBDCs; and eye on inflation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: End of the combustion engine; Delta cases surge; and reigniting growth.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell on the Hill; Earnings Season; Buy Now, Pay Later; Marijuana Legalization Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Ring the register; now hiring; and timberrr! Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Billionaire Headlines, Stocks at Record Highs, G20 Tax Deal Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
A holiday-shortened week in the U.S. saw stocks move higher amid some mid-week jitters. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Blastoff; looking to rebound; and third shot.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Treasury mystery; Trump sues social media; and recovery concerns.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What were they thinking; tech in the lead again; and return of the JEDI.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crisis for OPEC+; China crackdown; and at record highs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Micron - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
It was a quiet week in stock markets, with many investors seemingly waiting for today's non-farm payrolls report. That came in ahead of estimates, with payrolls adding 850,000 jobs in June compared to 700,000 anticipated. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Wages on watch; Robinhood makes it official; and bring it on!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Instagram makeover; second half kickoff; and CCP marks centenary.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Eviction friction; speaking of housing; and end of the first half.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Antitrust dismissed (for now); Reconsidering reflation; and record heat.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today:
Gene editing history
Regulatory crackdown continues
Futures little changed
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Stock name - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Fed speakers were out in force this week following last week's surprisingly hawkish FOMC meeting. Equity markets like what they heard, with all three major indices posting new record highs and gains of more than 2% for the week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: ‘We have a deal’; key inflation report; and tax edge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: No more pandemic stress; some rotation; and splashy debut.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tales from the crypto; dovish tone; and $2T club.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Rattling supply chains; prime day; and awaiting Powell.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today
Reflation Trade in Focus
Mining Crackdown Deepens
Coronavirus Variants
Travel is Back
Learn more about your ad choices. Visit megaphone.fm/adchoices
Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
It was another quiet start to the week, with markets trading sideways ahead of Thursday's Federal Reserve interest rate decision and accompanying monetary policy statement. The Fed's comments about inflation and interest rates shocked markets, causing a sell-off in commodities, materials, and financials stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: New federal holiday; pricing it in; and ACA survives latest challenge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell avowel; secondhand stonks; and headset ads.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Watch ‘em dots; little changed; and pressure on big tech.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Worker shortage; fresh records; and JPMorgan is stockpiling cash.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today:
Another infrastructure proposal
Extending gains
Elon & Bitcoin
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - JOYY - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had quiet start to the week, with investors anxiously awaiting Thursday's consumer price index report. That exceeded expectations, but apparently not by enough to spook markets. Tech stocks in particular rallied and the S&P 500 closed at a record high on Thursday, June 10. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The inflation debate; shrugging it off; and electric flying taxis.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Meme madness; inflation information; and Keystone X-ed out.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Countering China; meme mania; and Internet outage.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Memorable approval; memeing around; and share your Internet.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today:
Global Tax Deal
WWDC21
Higher Rates 'A Good Thing'
Leading today's news: Global Tax Deal Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Co-Diagnostics - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had relatively quiet holiday-shortened week, at least where major indexes were concerned. The Dow Industrials (DJI), S&P 500 (SP500), and Nasdaq Composite (COMP.IND) rallied today to finish in the green: The Dow and S&P gained about 0.6% week-over-week, with the Nasdaq adding about 0.5%. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs, jobs, jobs; meme trade falters; and no more exceptions?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: AMC on fire; elsewhere on Wall Street; and unwinding pandemic support.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Supply scare; looking for direction; and Amazon rolls a fatty.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: OPEC+ policy; inflation remains in focus; and trillion dollar deficits: essential or detrimental?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - ZipRecruiter - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had a strong week with shares of technology companies and small caps leading the charge. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hefty budget; breaking pandemic records; and inflation reading.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Blow to big oil; Fed policy debate; and Amazon goes to Hollywood.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: 50% vaxed; feeling the weekend; and time for a grilling.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sentiment change?; Olympic-sized trouble; and ain’t no square.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today
Dogs who sniff Covid
Commodity Crackdown
Crypto Price Swings Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Vista Gold - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Another week of two halves saw stocks sell off the first three days, before rebounding on Thursday and Friday. Better-than-expected initial jobless claims and U.S. PMI composites helped risk appetite late in the week. Earlier, disappointing Philadelphia Fed manufacturing numbers weighed on sentiment. Federal Reserve minutes pointed to concerns about inflation and talk of thinking about thinking about tapering. Winners & LosersEarnings mostly drove winners and losers. Many retailers sold off after Ralph Lauren (NYSE:RL) and L Brands (NYSE:LB) reported, including The TJX Companies (NYSE:TJX), Tapestry (NYSE:TPR), and The Gap (NYSE:GPS). Coinbase Global (NASDAQ:COIN) dropped 12% on the crypto news. Winners included Take-Two Interactive Software (NASDAQ:TTWO), which rallied 14% after reporting earnings. Hormel Foods (NYSE:HRL), CVS Health (NYSE:CVS), and Ford (NYSE:F) were also firmly in the winners' column. What Caught Our Attention This WeekKim: Goldman Sachs' hedge fund VIP stocks list; Brad: The new 'momentum stocks' to watch; Stephen: Dollar Index slide; Nat: The crypto meltdown. Gnarly. Watch The VideoThe AlphaTalks: What Moved Markets This Week video airs every Friday afternoon around the market close. Watch this week's version and have your say in the comments section. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Something’s cooking; rebound mode?; and IPO access.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fickle crypto; another day of losses; and electrifying the blue oval.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Retail earnings parade; crypto crash; and lightning strikes.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big Tesla short; Amazon could double to $6,000 in next year, says Morgan Stanley bull; and Apple reportedly 'largely ceded control' of Chinese data centers to government. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today
Musk keeps roiling crypto
AT&T and Discovery look to combine media assets
Housing market gets sized up Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
It was a tale of two stories in stock markets this week. The first three days saw selling in risk assets, especially technology stocks, and the Nasdaq declined nearly 5%. On Thursday, things turned around and stocks rallied. Still, it was the fourth straight losing week for the Nasdaq, the first time that has happened since 2019. Other major indexes were down for the week as well. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Turning around; masks off; and house of mouse.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Dogefather dings Bitcoin; Diem changes tact (again); and Wall Street selloff.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Is it transitory; on shaky ground; and restart deadline.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Look out below; vaccines for under-16s; and population growth decline.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today:
Pipeline Disruption
Digesting the Jobs Report
ARK ETFs
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets had a mixed week, shrugging off a shocking miss by the non-farm payrolls report for April. The Dow Industrials (DJI) set record highs but technology stocks lagged. What Caught Our Attention This WeekKim: Record Fintech VC Funding: Banks Getting Amazoned, by DataTrek Research; Brad: Bill and Melinda Gates are getting divorced. Here are some stocks they owned; Stephen: Cryptos. NYDIG hires Ray Dalio's Bridgewater CFO as its CFO and Bitcoin finance meets Bitcoin tech as Galaxy Digital acquires BitGo. Nat: NFP miss by economists. Like, WTF? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today Blowout Payrolls, Financial Stability Report, Peloton Damage Control Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Vaccine chatter; cue the incentives; and where do we go from here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Who let the Doge out; yellin' about Yellen; and end of an era for open outcry.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Value over growth; vaccines for teens; and deposit warning.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today
Sell in May?
Epic Showdown
Ethereum Steals The Spotlight Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Berkshire Hathaway - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets were little changed this week, effectively ignoring good news from earnings and economic data. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today
The magic returns, inflation, earnings Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon strong earnings likely ahead, no sign of monetary policy changes, and (another) tale of 2 tech giants.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed watching; wait and see; and American Families Plan.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big tech rolls in; major privacy change; and Tesla recap.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla time, earnings deluge, COVID surge in India Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Alibaba - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks experienced a bit of a rollercoaster this week, starting off with some selling on Monday and Tuesday before rallying on Wednesday and into Thursday morning. That ended with news of President Biden's "American Family Plan," to be funded mainly by increasing the capital gains tax and the top income tax rate. Markets sold off on the news, then rebounded today (Friday). At the time of this writing (3pm on Friday), the Dow Industrials (DJI) was down about 0.3% for the week, with the Nasdaq Composite (COMP.IND) off about 0.1%. The S&P 500 (SP500) is effectively flat week-over-week. The Russell 2000 (RTY) was the lone winner among major indexes, climbing about 0.9%. It was a bad week for cryptocurrencies, with bitcoin (BTC-USD) dropping by about 8% WoW and 25% since setting an all-time high. Coinbase (NASDAQ:COIN) also fell in its second week as a public company, tracking bitcoin to give up 9%, before rebounding a bit today. Winners & LosersEarnings mostly determined winners and losers. Airlines were one big loser, with the JETS ETF (NYSEARCA:JETS) down almost 5% after several names reported earnings that came up short of analyst estimates. Shares of American Airlines (NASDAQ:AAL) and United Airlines (NASDAQ:UAL) were off about 9% each. Southwest Airlines (NYSE:LUV) managed to beat on EPS but missed on revenue and saw its stock decline about 3% for the week. Netflix (NASDAQ:NFLX) was another big loser, dropping about 7% this week after disappointing subscriber results and guidance. Winners included Equifax (NYSE:EFX), which gained almost 18% for the week after beating earnings estimates and providing strong guidance. Edwards Lifesciences (NYSE:EW)(+9% WoW) hit an all-time high after its quarterly results beat estimates across the board. Intuitive Surgical (NASDAQ:ISRG) added 7% after beating earnings estimates and receiving an upgrade from Baird. Kansas City Southern (NYSE:KSU) shares added almost 15% as the company was caught in a bidding war between Canadian National (NYSE:CNI) and Canadian Pacific (NYSE:CP), with the former likely emerging as the winner late in the week. What Caught Our Attention This WeekKim: European Super League fiasco; Brad: Rising COVID cases in India; Stephen: SA's capital gains tax coverage; Nat: Bitcoin sell-off. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tax the rich; Bitcoin decline deepens; and annual vaccinations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earth Day; data and earnings; and more Archegos fallout. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coming of age; market enthusiasm ebbs; and George Floyd verdict.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Up in smoke; earnings and doge; and climate warning.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings on tap, weekend crypto plunge, JNJ vaccine update
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Plug Power - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
It was a happy week on Wall Street, with major indexes setting fresh records and the Dow Jones Industrial Average (DJI) closing above 34,000 for the first time. All major indexes are due to finish the week with gains. Cryptocurrencies rallied, with several setting all-time highs as well on the back of the Coinbase Global (NASDAQ:COIN) listing. Positive economic news buoyed markets, with the inflation report for March coming in largely in line with expectations early in the week. Retail sales and initial jobless claims also led to investors bidding risk assets higher. Earnings season kicked off with positive reports from the financial sector. Winners & Losers The Coinbase listing attracted much attention, with the stock jumping over 70% on its first day of trading. Ethereum (ETH-USD) and Dogecoin (DOGE-USD) were among crypto names to rally on the news, reaching all-time highs. Bitcoin (BTC-USD) crossed 64,000 for the first time before withdrawing a bit. News of Johnson & Johnson's (NYSE:JNJ) coronavirus vaccine withdrawal briefly spooked markets on Tuesday morning. JNJ shares initially sold off on the news before rebounding and were down only about 1.5% for the week at the time of this writing on Friday afternoon. Pfizer (NYSE:PFE) shares rallied on JNJ's poor fortune, with PFE gaining close to 5% this week though most of those gains came late in the week. "Reopening trade" names performed poorly on the back of this news. Shares of American Airlines (NASDAQ:AAL), Delta Air Lines (NYSE:DAL) and Royal Caribbean (NYSE:RCL) were all down about 6%. Norwegian Cruise Line Holdings (NYSE:NCLH) performed even worse, dropping almost 8% for the week. The Archegos Capital blowup continued to roil Discovery (NASDAQ:DISCA) and Viacom (NASDAQ:VIACA), which were down 10% and 7%, respectively. What Caught Our Attention This Week Kim: Roaring Kitty's winning option trades and David Einhorn's statements on short-selling, Tesla (NASDAQ:TSLA), regulation, and other topics; Brad: Coinbase. All about Coinbase. And Robinhood (RBNHD); Stephen: The Cathie Wood v Elon Musk Twitter exchange; Nat: Larry Fink says he's not seeing "broad-based" institutional interest in bitcoin. About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly shorter video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crypto stumbling blocks; Greenlight's Einhorn takes on GameStop short squeeze; and AMC CEO pledges not to issue shares from new 500M authorization.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Retail rebound; ARK Invest snaps up Coinbase; and SpaceX valued at $74B. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coinbase in your face; broad crypto rally; and ARK sees a broad bull.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Inflation sticker shock; banks to boast strong capital markets results; and NVIDIA bullish on revenue.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Alibaba relief, Powell sees ‘inflection point’ Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Greenlane Holdings - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Special thanks to our guest this week: Nicholas Colas of DataTrek Research, who had very many interesting things to say. It was a quiet week on Wall Street without much in the way of data releases or earnings updates. Stocks quietly rallied week-over-week. The Nasdaq was the best-performing major index, adding 2.7% at the time of this writing (Friday afternoon, about 3pm EDT). The S&P 500 (SP500) closed at a record level twice and stands to end the week 2.3% higher. Dow Industrials (DJI) are looking at weekly gains of about 1.5. Only the Russell 2000 (RTY) is down among major indexes, but only by about 0.4%. Winners & Losers Technology was a major winner this week. Twitter (NYSE:TWTR) shares added close to 12% amid news the company might bid for Clubhouse, amid other reports. Pandemic reopening plays accounted for many other winners. Gambling names like Caesar’s Entertainment (NASDAQ:CZR) and MGM Resorts (NYSE:MGM) rallied 8% and 6%, respectively. Cruise liners saw big gains, led by Norwegian Cruise Line Holdings (NYSE:NCLH), which was 10.5% higher. Carnival (NYSE:CCL) was up 6% to a 52-week high after a positive bookings update. The stock was subsequently upgraded by Credit Suisse. Royal Caribbean (NYSE:RCL) shares added 3.5%. Energy names were the biggest losers. Crude oil was down 3% and stocks followed: Occidental Petroleum (NYSE:OXY) fell by 10%, Pioneer Natural Resources (NYSE:PXD) dropped by 9%, Marathon Oil (NYSE:MRO) was off 8%, and Diamondback Energy (NASDAQ:FANG) 7% lower. What Caught Our Eye(s) This Week
Kim: Netflix (NASDAQ:NFLX) gets Spider-Man streaming rights with Sony Pictures (NYSE:SONY) deal; and Citi (NYSE:C) sees a risky 1999 vibe to market action;
Stephen: Levi's (NYSE:LEVI) going big on NextGen stores given 'commercial real estate tsunami';
Brad: Coinbase (COIN) IPO, including its preliminary Q1 estimates and D.A. Davidson upgrade; and Robinhood (RBNHD) scales up cryptocurrency trading capabilities;
Nat: JPMorgan's (NYSE:JPM) Jamie Dimon sees U.S. economic boom running into 2023.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Unionbusters; inflation risks recede; and tax warning.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: It’s looking good; tax compromise; and Twitter went clubbing.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Corporate activism; hovering near records; and biggest deal ever.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Global minimum tax; pausing for breath; and Archegos disaster.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Monster Debut, Bumper Jobs Report, Infrastructure Push Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Finance of America - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rallied the second half of the week after President Biden’s infrastructure plan announcement. The ‘rotation to value’ from tech appeared to reverse, with the Nasdaq (COMP) gaining 2.4% during the holiday-shortened week. The S&P 500 broached the 4,000 level for the first time ever and gained about 0.9%. Dow Industrials (DJI) booked a small gain and small caps rode tech shares higher, with the Russell 2000 up about 1.8%. Winners & LosersThe infrastructure bill drove many winners, KLA Corp (NASDAQ:KLAC) and Applied Materials (NASDAQ:AMAT) rallied by 11% and 10%, respectively. Semiconductors gained on the $50 billion investment earmarked by Biden’s infrastructure bill, with Nvidia (NASDAQ:NVDA) adding 6%. Micron (NASDAQ:MU) beat earnings and saw its shares rise 6% as well. Tesla (NASDAQ:TSLA) was the best-performing stock in the S&P 500, gaining 6% week-over-week. Green energy companies, another potential beneficiary of the infrastructure plan, were another winner. The iShares S&P Global Clean Energy Index (NASDAQ:ICLN) gained 8.5%. Chargepoint (NYSE:CHPT) was another notable gainer, with its shares up nearly 30%. ‘Traditional’ energy names were among the losers. Baker Hughes (NYSE:BKR) gave up 2% for the week. Occidental Petroleum (NYSE:OXY) was off 1.6%. ConocoPhillips (NYSE:COP) was down 0.5%. The Archegos blow-up took its toll on Nomura (NYSE:NMR) and Credit Suisse (NYSE:CS), whose shares sold off 18% and 16%, respectively. What Caught Our Eye(s) This Week Kim: Companies doing heavy lifting on infrastructure, including Taiwan Semiconductor (NYSE:TSM) and Apple (NASDAQ:AAPL);
Stephen: ISM manufacturing tops estimates;
Brad: The fallout for bank stocks from the Archegos impolosion;
Nat: “Didn’t prepare a story, was busy moving to a new apartment.”
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Win for the banks; bonds tumble, M&A jumps in Q1; and J&J vaccine snafu.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Archegos implosion, Suez canal progress Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks struggled for direction this week as the dearth of earnings news and economics releases left investors with no clear narrative to grab hold of. Covid concerns weighed on risk assets at the start of the week and bonds actually rallied for a change. That reversed toward the end of the week. Small caps and tech stocks failed to catch this updraft however. As of 2pm on Friday afternoon large caps were looking at weekly gains, with the Dow Industrials (DJI) and S&P 500 (SP500) both up about 0.5%. The Nasdaq (COMP) declined by about 2% to drop back below 13,000. Small caps performed worst, with the Russell 2000 giving up 4.5%. Indeed the Russell had its biggest loss in almost a month to fall below its 50-day moving average on Wednesday. Winners & LosersThe Suez Canal blockage helped energy names and tankers: Shares of Nordic American Tankers (NYSE:NAT), Teekay Corp (NYSE:TK), Frontline (NYSE:FRO), DHT Holdings (NYSE:DHT) all rallied as freight rates jumped 20% for large oil product tankers traveling from the Mediterranean. Many pandemic favorites returned to the winner's column: Costco (NASDAQ:COST) shares were up about 7%, with Clorox (NYSE:CLX) about 3.4% higher. Dollar General (NYSE:DG) added 11%, helped in part by a big bull call from JPMorgan. Target (NYSE:TGT) was 7% to the good. Utilities, another safe-haven favorite, also gained, with the Utilities Select Sector SPDR ETF (NYSEARCA:XLU) adding 2% this week. Shares of media companies were one big loser. ViacomCBS (NASDAQ:VIAC) dropped by 31% after a $3 billion share offering. Fox (NASDAQ:FOX) was almost 5% lower after it emerged as the latest lawsuit target from Dominion Voting Systems. Certain brick and mortal retailers had bad weeks, with GAP (NYSE:GPS) shares declining by 7%. Abercrombie & Fitch (NYSE:ANF) fell by 8%. American Eagle Outfitters (NYSE:AEO), Kohl’s (NYSE:KSS), and Urban Outfitters (NASDAQ:URBN) dropped by 5% each. Last but by no means least, it was a bad week for GameStop (NYSE:GME), whose shares declined by 9% after earnings and with analysts refocusing on fundamentals. Some back-and-forth over a potential share sale also weighed on performance. What Caught Our Eye(s) This Week Kim: Nike (NYSE:NKE) faces backlash in China over Xinjiang statement;
Stephen: Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) proposes $8.3B fix for Texas electric grid;
Brad: Chinese tech sees sharp decline after proposed data-collection JV and Tesla (NASDAQ:TSLA) walks the tightrope amid U.S. - China tension;
Nat: Office REITs: The New Normal by SA Marketplace author Hoya Capital Real Estate.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Win for the banks; proceed with caution; and the big tech boxing ring.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stuck in Suez; what's going on with the stock market; Chinese pressure.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another market bottom; GameStop earnings; and firearm laws and mass shootings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: GameStop gets real; another AstraZeneca concern arises; and Microsoft wooing Discord.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Erdonomics, This Bond Connection, Data Concerns Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Copa Holdings - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had another volatile week with the Federal Reserve’s interest rate decision (and more importantly, its accompanying commentary) on Wednesday the major linchpin. Markets initially greeted Fed chair Jerome Powell’s dovish statements with buying, bidding up indices on Wednesday afternoon. That reversed on Thursday, with risk assets selling off across the board. Technology stocks took the brunt of the punishment, with the Nasdaq Composite (COMP) dropping by 3%. On Friday, tech stocks rebounded and major indices ended the week only slightly lower. The Dow Industrials Index (DJI) was the least bad performer for the second week in a row, with a loss of 0.5%. The S&P 500 (SP500) and Nasdaq were both 0.7% lower. Cryptos quietly had a strong week with bitcoin (BTC-USD) gaining almost 5% since Monday. Winners & Losers Cyclicals and value stocks were among the main beneficiaries over investor concerns about inflation. Rising yields have been leading investors away from growth-related names and into some value stocks. Airlines took off after the Transportation Security Administration, or TSA, said air travel had rebounded to its highest level in almost a year. The US Global JETS ETF (NYSEARCA:JETS) gained 4% this week. United Airlines (NASDAQ:UAL) shares rallied almost 13%, followed by American Airlines (NASDAQ:AAL) with a 12% gain. Energy was a big loser this week, with crude prices declining more than 7% to their lowest level this month. The Energy Select Sector SPDR ETF (NYSEARCA:XLE) is down 7%, snapping a six-week winning streak. Shares of Marathon Oil (NYSE:MRO) have dropped almost 15% with Occidental Petroleum (NYSE:OXY) off about 14% and Apache Oil (NASDAQ:APA) down about 12%. Financial stocks were one of the few sectors to finish in the black on Thursday. The Financial Select Sector SPDR ETF (NYSEARCA:XLF) is up 0.6% for the week even after dropping today on news the Fed let its temporary SLR rule expire. What Caught Our Eye(s) This Week
Kim: GameStop heading for first down week in four after 550% rally;
Stephen: Office politics at Goldman Sachs (NYSE:GS);
Brad: Palantir (NYSE:PLTR) CEO tells short-term investors to consider other stocks;
Nat: Why CVS (NYSE:CVS) Is Logan Kane’s Top Stock Pick For 2021.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: In search of stability; new momentum; and ‘just do it’.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The yield curve; reopening theme; and vaccine trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed in focus; what does it all mean for markets; and GameStopped?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tax hike; fears grow over AstraZeneca vaccine; and privacy concerns.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Most valuable startup, Crypto ban, what’s next for stocks Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Silver Elephant - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks had a positive, albeit volatile, week. Bullish comments from David Tepper caused some risk-taking on Monday, reversing the more cautious sentiment from the previous week. Concerns over inflation were relieved somewhat with a mostly benign consumer price index report that met economists’ estimates. The Dow Industrials Index (DJI) lead major indices, with a gain of 3.6% for the week. The S&P 500 (SP500) was up 2.4%, with the Nasdaq (COMP) 3% higher even after a drop of 0.6% on Friday. Cryptos rallied this week on the back of the intensifying NFT craze. Bitcoin (BTC) flirted with a new all-time-high and is up about 13% for the week. Winners & Losers There was broad-based buying among large caps, with only about a dozen S&P 500 stocks lower for the week. Cruise lines sold off, with Norwegian Cruise Lines (NYSE:NCLH) falling 8% for the week and Royal Caribbean (NYSE:RCL) giving up 4%. Live Nation Entertainment (NYSE:LYV) shares dropped 3% and GE (NYSE:GE) declined 10% after a surprise reverse stock split proposal. GE’s shares have rallied this year, from $10.80 to over $14 at one point, but this week suffered their worst two-day loss since June. Direct listings were one big winner after Roblox (NYSE:RBLX) opened for trading 50% above its reference price. RBLX then rallied anew on news Cathie Wood’s ARK Next Generation Internet ETF (NYSEARCA:ARKW) had purchased more shares. NFTs, or so-called non-fungible tokens, were another big winner. A collage by the artist Beeple became the most expensive digital image ever, fetching $69 million at a Christie’s auction. ‘Meme stocks’ also had another good week. GameStop (NYSE:GME) has almost doubled, while Koss (NASDAQ:KOSS) is up 65%. AMC Entertainment (NYSE:AMC) gained 28% after saying it had sufficient liquidity through March 2022. ViacomCBS (NASDAQ:VIAC) is on track for its 12th straight week of gains and added 20% since Monday, partly thanks to sky-high ratings for Oprah Winfrey's interview of Meghan Markle and Prince Harry and the ensuing drama. LendingClub (NYSE:LC) is up more than 16% this week after issuing stronger-than-expected revenue guidance and reports Wood's fintech ETF was adding shares. What Caught Our Eye(s) This Week
Kim: Netflix (NASDAQ:NFLX) password-sharing days may be numbered;
Brad: Electric vehicle stocks cool as legislation hopes warm;
Stephen: New York Life CEO Ted Mathas warms to Bitcoin - joins NYDIG.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crypto art; rising yields spook tech - again; and vaccines for everybody.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Pandemic, a year on; rising yields and inflation; and the ‘meme’ trade is back.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The American rescue plan; where are the stimulus checks going; and direction after relief rally?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Correcting the correction?; Coinbase listing; and corporate Covid response. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: March Mentality, Crude tops $70, Tesla runs out of charge Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - ARK Innovation ETF - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets sold off again this week on renewed concerns over bond yields and the Fed’s unwillingness to engage in any kind of yield curve control, or YCC. A late rally on Friday stopped a lot of the bleeding, but for the week all but the Dow Industrials index were lower. Fed chair Jerome Powell dodged questions over YCC in a Q&A session on Thursday and reiterated the Fed’s dovish stance on rates, causing most of the week’s selling. Stocks rebounded after non-farm payrolls beat estimates Friday morning before retreating anew, and then rebounding again in the afternoon. After all was said and done the Dow eked out a 0.2% gain for the week, while S&P 500 gave up 0.7%. Tech and small-caps saw worse damage, with the Nasdaq dropping 3.4% and Russell 2000 off 2.5%. Winners & Losers Oil and energy stocks were the big winner. Brent crude rose more than 7% this week and the Energy Select Sector SPDR ETF (NYSEARCA:XLE) gained 3.5%. Several oil stocks set 52-week highs, including Exxon (NYSE:XOM), ConocoPhillips (NYSE:COP), EOG Resources (NYSE:EOG), Hess Corp (NYSE:HES), Marathon Oil (NYSE:MRO), and Total SE (NYSE:TOT). Diamondback Energy (NASDAQ:FANG) shares added 18% for the week, also setting a 52-week high. Occidental Petroleum (NYSE:OXY) rallied by 12% and Devon Energy (NYSE:DVN) was up 11%. The ‘reopening trade’ had some stocks in the winners’ column as well. Trip Advisor (NASDAQ:TRIP) rallied 19%. Norwegian Cruise Lines (NYSE:NCLH) shares are up 14% this week. Reddit WallStreetBets stocks quietly had a strong week. GameStop (NYSE:GME) rallied 22% and Rocket Companies (NYSE:RKT) gained 35% even after a drop today. Tech stocks were the big loser, with this week’s rout wiping $1.6 trillion from the industry. Shares of Okta (NASDAQ:OKTA), DocuSign (NASDAQ:DOCU), and Zoom Video Communications (NASDAQ:ZM) saw some of the heaviest selling. Salesforce.com (NYSE:CRM), Twitter (NYSE:TWTR) and Tesla (NASDAQ:TSLA) all saw drops of around 10%. Some REITS performed poorly as well. American Tower (NYSE:AMT) gave up 10% this week. What Caught Our Eye(s) This Week
Kim: Scott Minerd’s prediction that the 10-year will resume its rally, with yields topping out at -0.5%;
Brad: Electric vehicle stocks sell off to put investors to the test;
Stephen: Bill Ackman and Chamath Palihapitiya's hot SPACs see shaky trading;
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Oil market rebalancing; twist and shout; and Las Vegas Sands exits the strip. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Vaccine overdrive; Gensler grilling; and siphoning SPACs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: A greener world; warming to plans on carbon pricing; and next moves?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: March Madness, Third Coronavirus Vaccine, Buffett annual letter Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Berkeley Lights - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets sold off this week as the yield on U.S. 10-year Treasurys briefly rose past 1.6%. Most of the damage came on Thursday, when the Nasdaq posting its biggest one-day loss in four months. Besides tech, cryptocurrencies (and crypto-proxy stocks) were the big losers. More on that below. Tech stocks have rebounded today, though the broader market struggled to gain traction. As of 2 p.m. on Friday, the S&P 500 (SP500) was down 1.5% for the week, with the Nasdaq (COMP) and Dow Industrials (DJI) off 1.1% and 3.6%, respectively. Winners & LosersMost movement came off earnings-related news, but the ‘reopening trade’ quietly continued. Cruise lines rallied, with Royal Caribbean (NYSE:RCL) adding 22% for the week. Norwegian Cruise Lines (NYSE:NCLH) gained 14% and Carnival (NYSE:CCL) 11%. Airlines also did well, with the U.S. Global JETS ETF (NYSEARCA:JETS) gaining 8% for the week. American Airlines (NASDAQ:AAL) was the best-performing U.S. airline, adding 18%, followed by United Airlines (NASDAQ:UAL) which gained 15%. JetBlue Airways (NASDAQ:JBLU) and Delta Air Lines (NYSE:DAL) are up about 10% each. Commodity prices rallied, with the exception of gold (XAUUSD:CUR), which dropped 3.7% this week. Among the biggest winners in energy were Marathon Oil (NYSE:MRO), whose shares gained 24% and National Oilwell Varco (NYSE:NOV), which added 13%. Deere & Co. (NYSE:DE) shares also had a strong week, adding 16%. Bond-related ETFs were unsurprisingly among the losers: BlackRock's iShares iBoxx Investment Grade Corporate Bond ETF (NYSEARCA:LQD) fell to a nine-month low yesterday. The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) is down about 4.6% this week and the iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) has given up about 2%. Salesforce (NYSE:CRM) slipped after the company provided a downside profit forecast on its fourth-quarter earnings and is off 6.5% for the week. Cryptocurrencies had an awful week even as Coinbase (COINB) filed for its IPO. Bitcoin (BTC-USD) was off about 14%. Crypto-proxies predictably went along, with Riot Blockchain (NASDAQ:RIOT) dropping by 27% and Grayscale Bitcoin Trust (GBTC) declining 14%. What Caught Our Eye(s) This WeekKim: GameStop (NYSE:GME), part deux. Why it happened? Brad: Workhorse Group (NASDAQ:WKHS) short-sellers vindicated in U.S. Postal Service electric vehicle award; Stephen: Twitter (NYSE:TWTR) investor day update; Nat: Davey Day-Trader moves markets again, this time Churchill Capital Corp (NYSE:CCIV). ("Davey was right about New Haven, Conn., being the pizza capital of the world, though.") About This Podcast Alpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stock markets obeying the yield sign; Australia first in Asia-Pacific to lift Boeing 737 MAX ban, 777 makes emergency landing; and minimum wage can't be part of $1.9T stimulus bill in Senate.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: GameStop comeback; yields, reflation, stimulus, earnings; and critical supply chain review.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Easing fears; Powell returns to Capitol Hill; and digital renminbi.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell on the Hill; Nasdaq set to continue losing streak and news down under. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Rising yields, Tesla-Bitcoin Connection, Engine Failure over Denver Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Innovative Industrial Properties - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock market indices finished mixed after a holiday-shortened week where Congressional hearings around GameStop (NYSE:GME) dominated headlines. The Nasdaq (COMP) eked out a small gain of 0.2% for the week, while the S&P 500 (SP500) dropped 1% and Dow Industrials (DJI) fell 0.3%. On the one-year anniversary of the start of the COVID-19 market collapse, the 10-Year TIPS yield neared its highest levels since the plunge in real rates that followed the start of the lockdown. Nominal rates were higher as well, with the 10-Year Treasury yield up to 1.34%. Winners & LosersBitcoin (BTC-USD) was one of the biggest winners as its market cap hit a record $1 trillion after the digital currency added almost 15% in U.S. dollar terms. “Crypto proxy” stocks Riot Blockchain (NASDAQ:RIOT), Grayscale Ethereum Trust (OTCQX:ETHE) and Marathon Patent Group (NASDAQ:MARA) all booked solid gains for the second week in a row. Copper prices rallied by more than 7% this week to reach a nine-year high. Copper miners followed the metal higher: Shares of Hudbay Minerals (NYSE:HBM) and Freeport McMoran (NYSE:FCX) are up more than 6% for the week. Some vaccine stocks rallied. Novavax (NASDAQ:NVAX) gained in overnight trading last night after the company said it signed a memorandum of understanding with the Vaccine Alliance to provide 1.1 billion doses of its COVID-19 vaccine globally. ImmunoPrecise Antibodies (NASDAQ:IPA) shares rose today after the company announced preliminary preclinical data of its antibody cocktail program in SARS-CoV-2 infected hamsters. COVID-19 test makers sold off this week. Quidel Corporation (NASDAQ:QDEL) shares dropped 10% after the company said it failed to meet consensus revenue estimates in Q4 2020. Meridian Bioscience (NASDAQ:VIVO) shares also fell by double digits this week. Orasure Technologies (NASDAQ:OSUR), Genmark Diagnostics (NASDAQ:GNMK), and Fluidigm Corp (NASDAQ:FLDM) were also down multiple percent. Cathie Wood’s ARK Innovation funds quietly had a poor week: The flagship ARK Innovation ETF (NYSEARCA:ARKK) is down 3.5%. The ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) lost 4% while the ARK Next Generation Internet ETF (NYSEARCA:ARKW) fell 2%. It does bear mentioning that each of these funds is up over 150% over the last 12 months. ARKK took advantage of a dip in Palantir (NYSE:PLTR) and Tesla (NASDAQ:TSLA) to add to its holdings of both stocks this week. What Caught Our Eye(s) This Week Stephen: Coverage of the Texas power emergency, including here, here, and here;
Kim: Surge in retail sales raises worries about too much stimulus;
Nat: Stocks trim losses as traders realize lawmakers aren’t mentally equipped to do anything about any of this stuff anyway (via Twitter).
About This PodcastAlpha TALKS Wall Street Breakfast is a weekly podcast covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News (off this week);
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
A slightly longer video publishes every Friday by close of trading on the SeekingAlpha.com website. Watch this week's video here. The video can also be seen on the Seeking Alpha YouTube account. Learn more about your ad choices. Visit megaphone.fm/adchoices
Leading Today's News: Yellen Doubles Down, Grilling on the Hill Learn more about your ad choices. Visit megaphone.fm/adchoices
GameStop hearing on Capitol Hill, stock market vs. casino and news Down Under.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Bitcoin goes to the moon; Treasury yields and the stock party; and meteoric funding round.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Cold snap; climate efforts at the Treasury; and Parler comes back online. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - South State Corp - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rose this week, with investors piling into growth-oriented segments of the market. At the time of this recording, the S&P 500 (SP500) and Dow Industrials (DJI) were up 0.3% and 0.1% for the week, respectively. The Nasdaq (COMP) rallied by 0.9% while cryptocurrencies (and crypto stocks) saw the biggest gains. Winners & Losers Bitcoin (BTC-USD) gained about 21% after Elon Musk’s Tesla (NASDAQ:TSLA) said it had invested $1.8 billion in the cryptocurrency. Shares of crypto-related companies rallied on the news and were some of the biggest winners for the week. Riot Blockchain (NASDAQ:RIOT) is up 87%, Marathon Patent Group (NASDAQ:MARA) is 64% higher, and Grayscale Bitcoin Trust (GBTC) 27% to the good. Semiconductors also gained significantly on reports the Biden administration signed an executive order to authorize supply chain reviews. KLA (NASDAQ:KLAC), Lam Research (NASDAQ:LRCX) and Applied Materials (NASDAQ:AMAT) are up about 10% each MicroVision (NASDAQ:MVIS) skyrocketed, gaining more than 77% this week after saying it had received the necessary components and equipment to improve its lidar sensors. Coronavirus vaccine stocks gained: Inovio Pharmaceuticals (NASDAQ:INO) rallied 12% today after Oppenheimer initiated coverage with an outperform rating. NantKwest (NASDAQ:NK) is up 21% this week after receiving Phase 1 FDA approval of its T-cell based COVID-19 vaccine candidate. Not all was quiet among social media pump stocks: China Liberal Education Holdings (NASDAQ:CLEU) jumped 145% this morning after a 13-G reported generated excitement on Stocktwits and YouTube. Bumble (NASDAQ:BMBL) shares had a strong start after their initial listing, opening nearly 80% higher. Defensive names were among the biggest losers this week. Utilities as measured by the Select Sector SPDR ETF (NYSEARCA:XLU) are down about 0.3% this week. Certain consumer staples names also sold off. Clorox (NYSE:CLX) is down 4% for the week, Hormel Foods (NYSE:HRL) is about 1.7% lower, while Stanley Black & Decker (NYSE:SWK) and Procter & Gamble are both about 0.5% in the red. What Caught Our Eye(s) This Week
Stephen: Crypto coverage as reported here, here, and here;
Kim: Robinhood among those subpoenaed in federal probe of squeeze stock manipulation and the upcoming hearing;
Nat: A Lucid Look At The SPAC Craziness: Churchill Capital Corp IV Deep Dive.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor (off this week);
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Also available on our YouTube channel.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Disney streaming success; record trading volumes; and embracing crypto.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Something is bumbling; China strategy?; and global semiconductor shortage. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Amazon vs. union; ‘larger than one account’; and Kaepernick jumps aboard the SPAC train.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stimulus shot in the arm, huge deal in gaming and red-hot Reddit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Renaissance hit with redemptions, South Africa halts Astrazenica vaccine rollout, The SPAC beat goes on Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Taseko Mines - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock market indices rallied every day for their best week since early November as coronavirus vaccine news swayed investors' mood. The Nasdaq (COMP) leads major indices with 5% gains for the week. The broader S&P 500 (SP500) is up about 4% for the week, with the Dow Industrials (DJI) adding 3%. Winners & Losers Reddit WallStreetBets’ favorites were some of the biggest losers. GameStop (NYSE:GME) is down by 72% for the week as of this writing, though shares are trading higher on Friday. Koss Corp. (NASDAQ:KOSS) has fallen by 55% this week with National Beverage (NASDAQ:FIZZ) giving up 30% and Tootsie Roll (NYSE:TR) dropping by 19%. Shares of Bed Bath & Beyond (NASDAQ:BBBY) are down almost 20%, with AMC Entertainment (NYSE:AMC) 17% lower. Some of the week’s big losers were heavily-shorted names. iRhythm Technologies (NASDAQ:IRTC) is down 30% for the week as reimbursement issues were flagged as a concern for the company. Clover Health (NASDAQ:CLOV), which was the subject of a short-seller report from Hindenberg, dropped 13%. BofA has since defended the company but CLOV declined again on Friday. Defensive names that performed well during the height of Covid also saw selling in their shares. Cloros (NYSE:CLX) is down 8.5% for the week. Church & Dwight (NYSE:CHD) dropped by 5.5%. Real estate companies also sold off: Vornado Realty Trust (NYSE:VNO) shares were down 7.3%. SL Green Realty (NYSE:SLG) fell 6.5%. Novavax (NASDAQ:NVAX) was one of the winners, with shares more than doubling this week. Expedia (NASDAQ:EXPE) shares are up 12% after an upgrade from Wells Fargo. What Caught Our Eye(s) This Week
Brad: Silver spikes as retail buyers try squeeze play and its aftermath of coverage; Match Group (NASDAQ:MTCH) earnings and Jeff Bezos' retiring from Amazon (NASDAQ:AMZN).
Stephen: Alex Rodriquez is sponsoring a SPAC.
Nat: "Stephen stole my idea."
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor (off this week);
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Robinhood removes GameStop Limits; vaccine emergency use applications; and Tencent Music choosing banks for $5B Hong Kong IPO within year.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Going big on stimulus; vaccine cocktail; and EVs and chip shortages.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Bezos bows out; Alphabet earnings boost Nasdaq; and Yellen convenes the regulators.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech continues to lead the charge on Wall Street, ugly Q4 results from BP and Robinhood secures billions in cash.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hi ho, silver away! Futures rally. Alternative COVID relief package Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - AMC Entertainment Holdings - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
All GameStop (NYSE:GME), all the time. The battle between retail traders from Reddit and the hedge fund elite dominated all market conversations during the week. Lost in the shuffle was the busiest earnings period of the quarter. Broader stock market indices quietly turned in a losing week, with the Dow Industrials (DJI), S&P 500 (SP500), and Nasdaq Composite (COMP) each due to drop about 3%. Most of the losses came Friday. Volatility as measured by the VIX gained 44% this week. In light of the news that had everybody talking, the Alpha TALKS panel this week threw the traditional playbook out the window. Instead, the conversation followed an outline of three distinct questions on the GameStop fiasco:
The main outcome and lessons;
The anticipated fallout;
Who will emerge as winners and losers.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hunting the wolves; Robinhood dashes for cash; and 2035 EV goal.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: A new era of trading?; how (and if) GameStop mania will come to an end; and tech earnings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed's first meeting of 2021; tech on tap; and 'Gamestonk!!' - Musk joins the retail bros.
Learn more about your ad choices. Visit megaphone.fm/adchoices
SPAC craze continues into 2021, shakeup at Apollo after Epstein review and economic trends a year out from COVID. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: earnings season kicks into high gear, kid vaccine trials underway, where are the driverless cars? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - AbbVie - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Picture Stocks started the week strongly before coming up for air on Friday. Concerns over rising coronavirus cases in China coupled with disappointing earnings reports from IBM (NYSE:IBM) and Intel (NASDAQ:INTC) weighed on risk assets early Friday. Major indexes trimmed losses later in today’s trading session and finished green for the week. Winners & Losers Other than Bernie Sanders memes, many winners are anticipated beneficiaries of the Biden administration’s climate initiatives. Solar companies such as Sunpower (NASDAQ:SPWR), Enphase Energy (NASDAQ:ENPH), and Canadian Solar (NASDAQ:CSIQ) rallied. Polar Power (NASDAQ:POLA) was one of the biggest winners, with its shares gaining 81% this week. U.S. automakers Ford (NYSE:F) and General Motors (NYSE:GM) rallied early in the week on their electrical vehicle initiatives before giving up some gains Friday. Home builders performed well, with shares of D.R. Horton (NYSE:DHI) and Pulte Homes (NYSE:PHM) adding double digit percentages. Financials and energy names were among the losers. The Financial Select Sector SPDR ETF (NYSEARCA:XLF) is down about 3% with its energy equivalent (NYSEARCA:XLE) dropping 5%. Oil producers ConocoPhillips (NYSE:COP), EOG Resources (NYSE:EOG), National Oilwell Varco (NYSE:NOV) are down double digits. Shares of Haliburton gave up 11% week-over-week. Netflix (NASDAQ:NFLX) had a strong week after earnings, rallying by 16% to a new all-time high. What Caught Our Eye(s) This Week
Kim: Airline stocks drop after United pushes out recovery timeline;
Brad: How stocks did under President Trump and A Biden presidency could make these stocks attractive picks: Kiplinger;
Stephen: J.C. Parets Joins Alpha Trader (Podcast);
Nat: Buy Newmark: A Turbocharged Way To Play A CRE Transaction Recovery (exclusive for PRO subscribers).
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Loon goes pop; legacy tech giants; and why is U.S. vaccine rollout taking longer than expected?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Response to the pandemic; Amazon offers to help in vaccine effort; and what happened to fears of regulation and taxes?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sizing up stocks on inauguration day; what’s next for markets; and tale of two streaming giants.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Spending in spotlight at Yellen confirmation hearing; Keystone goes green to woo Biden; and only major economy to grow in 2020.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - The Macerich Company - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Picture Stocks sold off at the end of the week for their first three-day losing streak since October. Banks kicked off earnings season with mixed results and the Financial Select Sector SPDR ETF slid 1.3% Friday. The yield on 10-year Treasuries rallied past 1.1% ahead of President-elect Joe Biden's stimulus announcement late Thursday but retreated Friday after disappointing retail sales. The reflation trade appears to have lost some enthusiasm as cyclicals failed to rally tech. Winners & Losers Energy stocks were one winner, with the Energy Select Sector SPDR ETF (NYSEARCA:XLE) gaining more than 7% this week. This even though shares of Exxon Mobil (NYSE:XOM) dropped on reports of allegations the company had overvalued its Permian Basin properties. Still, XOM was up double digits for the week. Other oil stocks performed even better. Occidental Petroleum (NYSE:OXY) was up 18% this week. HollyFrontier Corp. (NYSE:HFC) added 12% and Marathon Oil (NYSE:MRO) 13%. Banks sold off yesterday even though some beat earnings. JPMorgan Chase (NYSE:JPM) slumped over 1% despite fourth-quarter earnings and revenue topping expectations. Wells Fargo (NYSE:WFC) shares dropped by 6% after its cost-cutting plan and net interest guidance failed to impress analysts. Citigroup (NYSE:C) was mixed, with earnings beating estimates and revenue coming up short of expectations. Shares of social media companies fell after Twitter and other platforms banned or suspended President Trump. Twitter (NYSE:TWTR) was the worst-performer, dropping more than 12% for the week. Facebook (NASDAQ:FB) and Snapchat (NYSE:SNAP) declined by 8.6% and 6.5%, respectively. What Caught Our Eye(s) This Week
Kim: Cathie Wood Plans to Start Space ETF After Dominating With ARKK;
Jason: TSMC plan for up to $28B in capital spending comes as chip industry frets over capacity;
Brad: Churchill Capital IV SPAC gains amid Lucid Motors deal speculation.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast (replaced this week by Jason Aycock, Senior Editor, Media and Telecoms).
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big banks kick off earnings season; stimulus cheer + cost worries; and IPO and SPAC interest surges into 2021.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Impeachment, big stimulus plans; what does it mean for the vaccine trade?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Who won the trade war?; calling all passengers; and casino mogul Sheldon Adelson dies at 87.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Corporate America pulls political funding; next move for the market?; and the social dilemma.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tech tunes in to CES 2021; free speech, WhatsApp exodus, #TwitterPurge; and how many stimulus checks ended up in the stock market?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock coverage - the ETF MSOS - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch video highlights of this episode and add your commentary here. This episode was recorded around noon on Friday, well before Twitter's permanent ban of President Donald Trump. Big Picture Stocks caught their breath at the end of an eventful first week of 2021. The S&P 500 Index (SP500), Dow Industrials (NYSEARCA:DIA), and Nasdaq (COMP) have treaded water most of the day Friday, but are due to end the week higher. A disappointing nonfarm payrolls report was mostly shrugged off by the market. Winners & Losers Cryptocurrencies were one big winner, with bitcoin (BTC-USD) adding 40% since new year's. The digital currency rallied past its record on Tuesday night and is due to end the week in unchartered territory above 40,000. Tesla (NASDAQ:TSLA) shares were another winner, adding 5% in premarket trading today alone. Some individual tech names shined, including 3D Systems (NYSE:DDD) whose shares rallied more than 120% this week after beating earnings. Energy prices saw major gains, with crude oil futures (CL1:COM) pushing to an 11-month high. Energy stocks followed, as the Energy Select Sector SPDR ETF (NYSEARCA:XLE) gained more than 9% for the week. Apache Corp (NASDAQ:APA), Diamondback Energy (NASDAQ:FANG), Occidental Petroleum (NYSE:OXY), and TechnipFNC (NYSE:FTI) were among the biggest winners. Small caps had a strong week, with the iShares Russell 2000 ETF (NYSEARCA:IWM) adding more than 6%. The 10-year yield climbed past 1% for the first time since March. Gold prices fell, with bullion futures (XAUUSD:CUR) dropping 2% at one point. About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor (replaced this week by Jason Aycock, Senior Editor, Media and Telecoms);
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Job market recovery?; tariffs and taxes; and Tesla drives past Facebook.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Chaos in Washington; censoring social media content; and corporate America speaks out.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The blue wave?; OPEC+ unity; and frothy IPO market pours in Oatly.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Down to Georgia; worries about inflation; and RIP Haven.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What’s in the cards for 2021?; first session of 2021; and big moves for Bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Digital Turbine - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
In light of the holiday-shortened week, the team opted for a slightly different course with this episode. In this video we discuss our favorite 2021 outlook pieces.
Kim: Constellation Brands (NYSE:STZ) features in multiple "top picks for 2021" lists, including from UBS, which named it as one of its highest-conviction picks for next year. Morgan Stanley said the company was among its favorite consumer staples stocks for 2021, while Evercore ISI said the spirits company was a top growth name for the year ahead.
Stephen: Messari's lengthy Crypto Theses for 2021 report is an excellent primer for the digital currency space, providing useful information on where to find quality analysis into this asset class. For what it's worth, Messari anticipates bitcoin (BTC-USD) will hit six figures in 2021.
Brad: The same stocks keep making the year's winners and losers lists. There were some lists that bucked the trend: Dan Niles identified energy and banking as his favorites to watch next year. D.A. Davidson likes Zoom Video (NASDAQ:ZM) after the recent pullback. Chipotle (NYSE:CMG) is a best idea at Cowen in its "caul of the wild" call.
Nat: Gary Alexander's Top Themes In Tech For 2021 introduced a number of interesting names that many investors might not have been aware of, including Datto Holding Corp (NYSE:MSP), Yext (NYSE:YEXT), and Zuora (NYSE:ZUO).
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Happy New Year’s Eve, Stimulus Checks Resolution, Brexit is finally happening. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another vaccine approval, US vaccinations behind ‘warp speed’ ambitions, stimulus commotion in the Senate Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another record high for stocks, $2000 stimulus checks? Air Max returns to the skies Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stimulus sign-off, Wonder Woman sets records (yes, really), another vaccine on the market Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - GameStop - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Note: A holiday-shortened roundtable this week, recorded on Dec. 24. Stocks closed higher going into the holidays thanks to late buying due in large part to the Brexit deal in Brussels. The week started with “risk-off” sentiment on concerns about a coronavirus mutation. There was some volatility around the stimulus drama, but ultimately not enough to dent bullish sentiment. Winners & Losers The British pound (NYSEARCA:FXB) rallied after news of the Brexit agreement reached markets. Shares of Lloyds Banking Group (NYSE:LYG), Melrose Industries (OTC:MLSPF), and Tesco (OTCQX:TSCDF) also gained on the news. The tech-heavy Nasdaq (COMP) outperformed the S&P 500 (NYSEARCA:SPY). Shares of C3.ai (NYSE:AI) continued their ferocious rally since the IPO earlier this month, adding more than 10% this week. AIM Immunotech (NYSEMKT:AIM) gained about 15% this week after its Ampligen trial was green-lighted. SIFCO (NYSEMKT:SIF) shares rallied by more than 35% today after earnings results beat estimates. Chinese internet companies sold off this morning on news of Chinese regulators launching anti-monopoly investigations into Alibaba (NYSE:BABA). Shares of JD.com (NASDAQ:JD), Pinduoduo (NASDAQ:PDD), and Baidu (NASDAQ:BIDU) were lower but JD and Baidu still had positive weeks. What Caught Our Eye(s) This Week Stephen: ARK ETF family pulls in ~$1B in fund flows Tuesday night; Kim: Brexit negotiators finalize a deal; and Crude inventory draw less than consensus; Gasoline inventory unexpectedly falls; Brad: Walmart a top pick at RBC Capital into 2021; Nat: TIL the official Santa Claus rally refers to the last five trading sessions of December and the first two trading sessions of January. About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Final endgame for Brexit, China goes after big tech, Santa rally in the works? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stimulus confusion; the boy who cried Brexit; and collision course?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: iCar?; will vaccines work against the U.K. coronavirus variant?; and crypto crackdown.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Mutant strain dents stimulus optimism; what happened; and oil sentiment goes into reverse.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Moderna - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
A second round of stimulus remains elusive but major stock indexes still managed to gain this week. The Nasdaq (COMP) added 2.8% while the S&P 500 (SP500) was up 1.5% and Dow Industrials (NYSEARCA:DIA) gained 1%. Positive news on coronavirus vaccines buoyed markets early in the week before initial jobless claims dampened enthusiasm. There was volatility on quadruple witching Friday and a sell-off to close the week. Winners & Losers Cybersecurity companies were among the biggest winners this week after news of Russia-linked hackers breaking into federal agencies. Solarwinds (NYSE:SWI) was one of the main companies affected by the hack and saw its shares sell off dramatically. Bitcoin was a big gainer, briefly surpassing the $24,000 milestone. “Bitcoin proxies” like Marathon Patent (NASDAQ:MARA), Riot Blockchain (NASDAQ:RIOT), and Grayscale Bitcoin Trust (GBTC) all saw significant rallies. Energy was a loser, with the iShares Global Energy ETF (NYSEARCA:IXC) dropping more than 5% this week. Occidental Petroleum (NYSE:OXY), Baker Hughes (NYSE:BKR), and HollyFrontier (NYSE:HFC) were among notable names to record losses in that sector. Surprisingly, some of the pharmaceutical names linked to coronavirus vaccines had tough weeks. Shares of Pfizer (NYSE:PFE) dropped by 9%, partly due to a downgrade, while BioNTech (NASDAQ:BNTX) gave up twice that amount. Moderna (NASDAQ:MRNA) was off 7.5%. Of course Tesla (NASDAQ:TSLA) was also a winner, with shares rallying to an all-time high ahead of its inclusion in the S&P 500. What Caught Our Eye(s) This Week
Stephen: Bitcoin worth $400K says Guggenheim's Scott Minerd;
Kim: HBO Max headed to Roku, seven months after launch;
Brad: Aphria and Tilray to merge, creating a near-$4B market cap cannabis player;
Nat: Why Investors Should Be Buying MLPs Hand Over Fist Today
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tesla makes grand entrance into S&P 500; the bulls and the bears; and record highs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell’s dovish stance assures investors; U.S. futures advance with stimulus hopes; and it's down to the final details for Congress's virus relief plan.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed’s final meeting of 2020; world’s biggest cannabis company; and IPO market on fire.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fleeing the city; exodus out of California; and latest stimulus proposal.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Vaccine rollout, inoculation challenges; and futures point to another vaccine rally. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Centamin - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
It was a week of competing narratives in stock markets. A frenzy in IPO markets and encouraging news about coronavirus vaccines buoyed sentiment at times. But the possibility of a no-deal Brexit combined with disappointing unemployment claims numbers and the continued lack of new stimulus from Washington have stocks lower for the week. Some good news on Friday should limit the damage. A surge in Disney (NYSE:DIS) shares after the company's investor day helped the Dow Industrials (NYSEARCA:DIA) into positive territory for the day. Consumer sentiment rose more than expected. Crude oil prices (CO1:COM) rebounded, topping $50 per barrel for the first time since March. Winners & Losers IPOs were the main winner. Shares of Airbnb (NASDAQ:ABNB) doubled on their first day of trading. DoorDash (NYSE:DASH) was up 78% from its initial pricing, though both stocks have since given back some of those gains. Otherwise, there was some consolidation in the market with few thematic moves to differentiate sectors. But eight of the 10 best-performing stocks in the S&P 500 (NYSEARCA:SPY) were energy names: Occidental Petroleum (NYSE:OXY) shares are up 30% on the week, while Apache Corp (NASDAQ:APA) is up 20%. Losers were mostly defensive names perhaps as investors rotated into riskier parts of the market. Several REITS performed poorly: Crown Castle International (NYSE:CCI) are down 6% for the week. AvalonBay Communities (NYSE:AVB) has dropped by 5%. Utilities also lost ground, with the Utilities Select SPDR ETF (NYSEARCA:XLU) down 1.4% for the week at the time of this writing. Not all parts of the energy sector were higher. CenterPoint Energy (NYSE:CNP) shares are down 4.3% since the open on Monday. Dominion Energy (NYSE:D) is down more than 5%. Other losers were Vulcan Materials (NYSE:VMC), down 4.7%, and Martin Marietta Materials (NYSE:MLM), off 5.1%. What Caught Our Eye(s) This Week
Kim: JPMorgan doubles down on bearish Tesla thesis;
Brad: S&P 500's dividends 'attractive' and mispriced heading into 2021, Goldman Sachs says;
Stephen: ARK Innovation (NYSEARCA:ARKK) tops active ETFs with $15.5B in total assets;
Nat: NYC Exodus coverage, with Moelis and Goldman among the latest Wall Street firms to move (or consider moving) to Florida.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Prepare for a no-deal Brexit; futures fall back; and red-hot IPO market.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: IPO frenzy; Zuck empire is endangered; and Mouse House investor day.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: DoorDash delivers bumper IPO; efforts continue on stimulus front; and China's coronavirus vaccine has 86% efficacy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: V-day; ‘Vaccine Summit’ at the White House; and are retail investors changing the nature of the market?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Pandemic relief; the pound takes a tumble; and China notches record trade surplus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock coverage - JFrog - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
The team is joined this week by special guest Tim Murray, capital markets strategist at T. Rowe Price. Stock markets followed a banner month with more gains as coronavirus vaccine news outweighed concerns over rising cases, lack of new stimulus, and a disappointing nonfarm payroll report. The S&P 500 (SP500), Nasdaq (COMP) and Dow Jones Industrial Average (DJI) hit record territory on Friday. Rates joined the party, as the 10-year Treasury yield neared the 1% level that has been a ceiling in previous bond selloffs. Winners & Losers Cyclical sectors were the winners. Cruise lines Carnival Corp (NYSE:CCL) and Norwegian Cruise Line Holdings (NYSE:NCLH) were up 11% and 10%, respectively. The Boeing Company also saw gains, adding 9% as its 737 Max jet is set to return to service. Defensive sectors performed poorly. Shares of utilities companies lost ground as the Utilities Select Sector SPDR ETF (NYSEARCA:XLU) was down 2% for the week. Energy stocks were down this week as well, with the iShares Global Energy ETF (NYSEARCA:IXC) dropping 1.4%. What Caught Our Eye(s) This Week
Kim: AT&T's Warner Bros. smashes release windows, sending all 2021 movies to HBO Max and theaters same day;
Brad: The Salesforce (NYSE:CRM) and Slack (NYSE:WORK) merger and Bill Ackman's SPAC moving higher after the S&P Global and IHS Markit deal;
Stephen: BlackRock's Larry Fink warms to Bitcoin;
Tim: Nikola falls sharply after agreement with GM disappoints.
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Drumroll for non-farm payrolls; Warner’s streaming shockwave; and vaccine supply chain.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The great delisting; stimulus headwinds; and third of population within three months.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Mass vaccination; Silicon Valley exodus; and Salesforce shakes hands with Slack.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Looking back on the best month in decades; Moderna's COVID vaccine scheduled for FDA review on Dec. 17; and Exxon slashing workforce, taking up to $20B charge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Mammoth merger on tap as S&P Global nears $44B deal with IHS Markit; Shopify sets records for its Black Friday sales, topping $2.4 billion; and Airbnb and DoorDash target higher-than-expected valuations ahead of IPOs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Hostess Brands - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Black Friday in full swing, no Thanksgiving hangover on Wall Street, crypto sell-off. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Investors get Thanksgiving gift at Dow 30,000; market times and hours; and no comment.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Second act for Janet Yellen; futures rise on transition process; and Tesla valuation nears half a trillion. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Vaccine trade returns; interim results from Astra-Oxford jab; and vaccine access and distribution.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Pure Storage - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets failed to maintain an early week rally caused by positive news on a coronavirus vaccine. The second half of the week was marked by a search for direction as the S&P 500 (SP500) clung to gains. The technology-heavy Nasdaq (COMP) was stronger than the broader market. Crude oil prices (CL1:COM) responded better to vaccine news this week, flirting with $42/barrel. WTI futures are up more than 17% in November, nearly twice the S&P. Economic data releases came up short of expectations, with October retail sales trailing estimates and jobless claims rising for the first time in five weeks. Winners & Losers Cyclical sectors led the way, with financials, industrials, and energy stocks gaining ground. The Financial Select SPDR ETF (NYSEARCA:XLF) is up around 3% this week. The Vanguard Industrials ETF (NYSEARCA:VIS) has rallied by more than 4% and the iShares Global Energy ETF (NYSEARCA:IXC) by more than 8%. Among individual stocks, Diamondback Energy (NASDAQ:FANG) is up 25%. Devon Energy (NYSE:DVN) and TechnipFMC (NYSE:FTI) added 21% and 23%, respectively. Retail was another bright spot, with the SPDR S&P Retail ETF (NYSEARCA:XRT) adding 7.7% this week. L Brands is up 20% after beating quarterly estimates on Wednesday. Under Armour (NYSE:UA) shares rallied 16% after upgrades and speculation an activist investor could enter the fray. Healthcare stocks were one of the main losers after Amazon (NASDAQ:AMZN) made waves with the launch of a pharmacy business. The iShares US Healthcare ETF (NYSEARCA:IYH) is down 1.5% on the week. Shares of Cardinal Health (NYSE:CAH) and Walgreens Boots Alliance (NASDAQ:WBA) are each down about 7%. Regeneron Pharmaceuticals (NASDAQ:REGN) is down about 7.5%. Defensive stocks like utilities also sold off this week, with the Utilities Select Sector SPDR ETF (NYSEARCA:XLU) down about 3%. On the earnings front, Home Depot (NYSE:HD) and Lowe's (NYSE:LOW) beat estimates but shares fell. Target (NYSE:TGT) also posted a strong report and saw its shares rally by more than 7% on the week. There was big news from Boeing (NYSE:BA), with the FAA clearing the 737 MAX to return to the skies. Shares are up 16% this week. What Caught Our Eye(s) This Week
Kim: Gen Z stocks heavy on streaming, social responsibility; hold the drinking, air travel;
Brad: Tesla's inclusion in the S&P 500 and the debate on who might get bumped from the index;
Stephen: Bitcoin is 'Here to stay,' Blackrock's Rick Rieder says in new full-throated support
Please note: Next week's episode is canceled due to the Thanksgiving holiday in the U.S. About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Paring back Fed emergency lending programs; coronavirus cases continue to surge; and lack of fiscal stimulus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coronavirus concerns resurface; encouraging results for the elderly; and deliveries before Christmas.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Boeing looks to turn a page; what’s next; and Bitcoin takes out $18,000. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Amazon expands retail empire with pharmacy; plenty of reasons for Musk to dance; and Airbnb files to go public.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Largest trade deal ever; analysts size up RCEP; and rally goes on.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Curaleaf - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets saw a sizable rally at the start of the week after Pfizer (PFE) and BioNTech's (BNTX) COVID-19 vaccine candidate showed it to be more than 90% effective in treating infections. The rally prompted some short-lived talk of a rotation from technology into value stocks before concerns about rising coronavirus cases put the buying -- and rotation -- on hold. By Friday however, the "risk on" mood prevailed once more. Major market indices stand to finish the week in the green. Virus-sensitive stocks rebounded and REITS with exposure to hotels, retail, office, and healthcare bounced. Winners & Losers On the whole, there were far more winners than losers. Mall REITS were one big winner, with Kimco Realty (KIM) gaining 28% on the week. Brookdale Senior Living (BKD) added close to 40% on expectations elderly individuals would be among the first to receive a coronavirus vaccine. Robert Half International (RHI), a staffing firm, gained almost 18% this week amid expectations employment would pick up in the new year. Refineries posted big gains as well. Small caps outperformed large caps, with the iShares Russell 2000 ETF (IWM) adding 3% this week while the S&P 500 (SPY) gained 0.85%. News Coverage That Caught Our Eye This Week
Stephen: Disney (DIS) earnings coverage;
Brad: Peloton (PTON) +4% after announcing new Beyoncé partnership; and McDonald's (MCD) versus Beyond Meat (BYND) coverage;
Kim: TikTok coverage;
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: New era of flight; vertiport; and quarterly results. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What’s next for TikTok; clock ticks down; and Moderna gets in the vaccine spotlight.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tech looks to regain some footing; is remote work the new normal; and vaccine deals.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Vaccine rally loses steam; vaccine breakthrough; and EU charges Amazon with antitrust violations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Post-election rally continues; Buffett locates next 'elephant'-sized deal; and 'Nasdaq whale' loses big.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, single stock focus - Palantir Technologies - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rallied this week, first on anticipation of a "blue wave" that would bring much-needed stimulus, then on expectation of a split government that would prevent an incoming Biden administration from enacting ambitious populist policies. Equity markets flattened a bit on Friday even after a non-farm payroll report that beat estimates, but it was still a historical week. The S&P 500 Index (NYSEARCA:SPY) rose 1% for four consecutive days and 7.4% Monday through Thursday. The Dow Industrial Average (NYSEARCA:DIA) gained 6.5% for the week, as did technology stocks (NASDAQ:QQQ). Winners & Losers Healthcare insurers were one big winner, with Cigna (NYSE:CI) and Anthem (NYSE:ANTM) rallying 31% and 17%, respectively, this week. In Cigna's case, the gains were partly due to earnings that beat estimates. Marijuana stocks rallied after voters in New Jersey, Arizona, Montana, and South Dakota voted to legalize recreational marijuana. South Dakota and Mississippi voters also approved measures to legalize medical marijuana. The ETFMG Alternative Harvest ETF (NYSEARCA:MJ) that tracks the industry gained 14% this week. Shares of Aurora Cannabis (NYSE:ACB) doubled, with Cronos Group (NASDAQ:CRON) and Tilray (NASDAQ:TLRY) also booking double digit percent gains. Losers were almost entirely earnings related. Twitter (NYSE:TWTR) shares dropped about 20% on the week. Hanesbrands Inc. (NYSE:HBI) declined about 19%. Mosaic (NYSE:MOS) gave up about 6%. What Caught Our Eye This Week
Kim: Chipmakers surge on optimism around U.S.-China relations and Uber (NYSE:UBER), Lyft (NASDAQ:LYFT) soar on California gig worker triumph
Brad: 2016 unwind? 2020 election rally shows hallmarks of a simple Trump trade reversal and 3 reasons small-caps could be the better 2021 bet - DataTrek
Stephen: Hodlers eye $20K as Bitcoin rallies to new multi-year high and Bitcoin surges toward $16K after DOJ seizes record amount
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Nonfarm Friday; vote count remains tight; and emergency election measures. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Campaign trail ends with market rally; election count continues; and stimulus bill by the end of the year? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Election edition; rally in the works; and energy & infrastructure.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What will November bring; oil slumps; and election talk.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Moderna - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks sold off significantly this week, with the Dow Industrials (NYSEARCA:DIA), S&P 500 (NYSEARCA:SPY), and Nasdaq Composite (COMP) indexes all seeing declines of multiple percent. Concerns over increasing coronavirus cases in the U.S. and Europe caused jitters early in the week. Later in the week it was tech earnings that caused most of the selling. Through it all, uncertainty over Tuesday's presidential election appeared to keep buyers on the sidelines. Stories That Caught Our Eye This Week
Brad: SAP Q3 sales decline and cash flow improves, guidance lowered and SAP chairman buys $294M in shares during record pullback;
Kim: Chip equipment companies unlikely to see big China change post-election;
Stephen: Germany could start Covid-19 vaccinations this year;
Nat: Argus sees deep value in turnaround for former Dow stalwart
About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Volatility returns after big tech parade; wild swings; and record GDP growth rate. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Shape of the recovery; worst selloff in months; and Big Tech testimony.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another hearing for big tech; selling picks up, oil tumbles; and Microsoft kicks off tech heavyweight reports.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coronavirus concerns return, stocks drop, earnings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks drop on coronavirus surge and fading stimulus package prospects, and a flurry of dealmaking,
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Picture Broader stock market indices failed to gain traction as a new stimulus package remained elusive. Earnings drove individual stocks. Communications services was one of the clear sector winners as shares of social media companies rallied. The economic recovery appears to be gathering pace. Initial jobless claims this week fell below 800,000 for the first time since March, but markets look to be in holding mode until the election on Nov. 3. Winners & Losers Social media stocks, measured by the Global X Social Media Index ETF (NASDAQ:SOCL), gained over 6% for the week. The broader technology sector was one laggard, with the iShares U.S. Technology ETF (NYSEARCA:IYW) dropping 2%. Intel shares were down almost 11% on Friday alone. Snapchat (NYSE:SNAP) shares gained 38% this week after the company beat earnings estimates. Pinterest (NYSE:PINS) was up more than 16% after receiving an analyst upgrade. Twitter (NYSE:TWTR) also reached an all-time high this week, rallying more than 9%. The media spending landscape is improving with the broader economy. TEGNA Inc. (NYSE:TGNA) raised guidance on political ad spending and saw its shares rally almost 10%. Tesla (NASDAQ:TSLA) blew past earnings but shares gave up 2% on the week. Seeking Alpha Articles & News Coverage That Caught Our Eye This Week:
Streaming services, the new TV Normal, spend heavily on marketing (Kim)
New Jersey follows California's suit in banning gas car sales (Brad)
Bitcoin continues surge as PayPal launches crypto service in run at Square (Stephen)
FTC huddling as end to Facebook antitrust probe nears - report (Nat)
Last Word We discuss the rising number of COVID-19 cases, which no longer seem to be troubling the market. A vaccine may be coming, with investors bidding up a number of secondary and tertiary stocks. About This Podcast Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Bradley Olesen, VP News;
Kim Khan, Senior News Editor;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.
AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading. Watch this week's here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Employees or contractors? Stimulus deal elusive, final debate. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Never-ending stimulus talks, Tesla shares rally after earnings, Crypto confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Can Tesla hit 2020 delivery target; good news, bad news; and awaiting stimulus developments.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Gap narrows on stimulus; Moderna not far behind Pfizer vaccine timeline; and latest Q3 reports.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The biggest listing ever; retail investors offered 20x leverage; and stimulus optimism.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Moment of truth for Brexit trade; China set to approve its own tech protection law; and Wall Street quiet after three days of losses.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Second wave fears; over in Europe; and vaccine recommendations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sizing up bank earnings; snapping winning streak; and Eli Lilly pauses antibody trial.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Anticipation builds for iPhone 12; Amazon Prime Day; and earnings season kicks off after tech rally.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Get ready for earnings season; what to watch; and more gains as stimulus talks continue.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Intrusion - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Eyes on stimulus developments again; crude oil stays on track for big week; and AMD seeking to buy Xilinx in latest big semiconductor tie-up.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Regeneron seeks FDA emergency clearance for COVID-19 therapy; Pelosi and Mnuchin to talk airline relief; and Sam's Club adding 2,000 workers, more discount days for holiday shopping.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trump eases off his stimulus talks shutdown; House panel urges tackling of tech ‘monopoly power’; and Apple sets iPhone launch for next week.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. House hints at big tech breakup; Cisco ordered to pay $1.9B in patent infringement case; and Warner Bros. delays 'The Batman' to 2022; postpones 'Flash,' 'Shazam 2'. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. Committee backs phased deployment of COVID-19 vaccines; New York City locking certain areas back down to avert “second wave” of COVID-19; and China pursuing high-risk strategy to rush COVID-19 vaccines to market.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Chimera Investment Corporation - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trump tests positive for COVID-19; is the knee-jerk selloff warranted; and final jobs report before the presidential election.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fourth quarter to open with solid gains; direct listing recap; and bank buyback and dividend curbs to go to year-end.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Reshaping the IPO market, election outcome uncertainty; and more stimulus worries.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Differing visions over path to prosperity; stimulus talks continue; and Brexit is back.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Global markets churn higher on China economic data, M&A buzz; Chinese industrial profit continues to improve; and Nikkei 500 runs to record high as Japanese economy shows improvement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Carnival - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Restarting relief negotiations; last session of rollercoaster week; and DOJ asks judge to allow WeChat ban to proceed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tensions build over vaccine rules; volatile moves; and U.S. junk bonds set annual sales record.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What’s next for stocks; avoiding a government shutdown; and stricter vaccine standards.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tesla’s battery event day; tech tries to find footing after latest selloff; and ‘path forward depends on policy actions’.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Nikola in the spotlight after founder resigns; more pain for stocks; and Oracle deal for TikTok scores Trump's 'blessing'.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, single stock focus - Nikola Corporation - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Volatile week ends in quad witching session; spending deal to avoid government shutdown; and new round of farm aid.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed reaction; Snowflake makes splashy opening debut; and latest on WeChat and TikTok.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Snowflake goes public; no rates hikes until 2024; and on the way back up. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: ‘Time flies’ at Apple event; rebound gains steam; and sounding the alarm on oil demand.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Merger Monday; acquisition details; and the clock ticks down.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, single stock focus - Snowflake - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Media backlash; 'Mulan’ set for disappointing China debut; and ready for some football?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Race to the bottom for central banks; futures steady following big tech rebound; and Brexit is getting messy again.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Correcting the correction?; AstraZeneca pauses vaccine trials after adverse reaction; and rumblings in the EV space.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Heavy losses for tech; ‘Nasdaq whale theory’; and decoupling from China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - NIO Ltd. - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs report on tap after tech bloodbath; an ugly session; and what happened?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Get ready for vaccine distribution; futures take a breather; and U.S. debt to exceed size of the economy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Efforts on new coronavirus aid; eviction moratorium through end of the year; and futures tick higher.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stock split mania; out with the fundamentals; and cue the tech music.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: High profile stock splits; a new bull market; and shaking up the Dow Jones.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Visa - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Unlikely suitor for TikTok; Laura weakens and moves inland; and interest rates to stay low.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Fed's new monetary policy approach, U.S. equity index futures off, and Laura makes landfall in Louisiana.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Laura barrels toward Gulf coast, another record close and Salesforce soars.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Major shakeup for the Dow; commitment to trade; and changing how the Fed views inflation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. futures head higher after FDA increases access to COVID-19 treatment; U.S. recession likely to end late 2020 or in 2021, survey says; and ByteDance investors seek to bid for TikTok assets.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Global markets churn on higher vaccine hopes; existing home sales expected to show some pop; and Johnson & Johnson cheaply borrows $7.5B for Momenta deal.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China says U.S. trade talks will happen soon; Fed cutting one-week dollar swaps with central banks; and household spending surprised Fed officials by its strength.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: S&P 500 to take aim at new record; Oracle's TikTok bid has President Trump's support; and FDA to begin review of Juul products.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. futures yawn with Republican’ scaled-back stimulus; Oracle in talks to acquire TikTok business, challenging Microsoft; and Boeing deepens job cuts.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trump eyeing more Chinese firms for possible action; Home Depot and Lowe's expected to post strong FQ2 results amid demand surge from pandemic-related DIYers; and carmakers moving to online sales as dealer networks grapple with pandemic-related slowdowns. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - PDC Energy - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Retail sales shed light on economic recovery; recovery loses some momentum; and record remains elusive.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Deeper contraction to global oil demand, jobless claims due amid stimulus deadlock and U.S. consumer prices jump in July.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Struggle to restart coronavirus relief negotiations, tame inflation reading expected, and worst economic plunge in Europe.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Russia registers world’s first coronavirus vaccine; S&P 500 nears record territory; and tax cuts.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Bridging the stimulus gap; growing friction; and S&P 500 on brink of a record high.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Carvana - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs report overshadowed by tech tensions; what’s the scope?; and stimulus impasse. Learn more about your ad choices. Visit megaphone.fm/adchoices
Expanding 5G Clean Path program, jobless claims, White House and Democrats remain "trillions of dollars apart".
Learn more about your ad choices. Visit megaphone.fm/adchoices
Precious metals rally, massive explosion rocks Beirut and DOJ demands Purdue Pharma pay.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Back to earnings; more earnings; clock is ticking on TikTok.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Microsoft back on track to acquire TikTok’s U.S. operations; all eyes on U.S. payroll data; and MLB draws strong TV ratings in opening week.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - PPG Industries - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Alpha TALKS is a weekly podcast and video covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and this week featuring:
Bradley Olesen, VP News;
Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast;
Special guest Jason Aycock, Senior Editor, Media and Telecoms.
Big Picture (0:49) A busy week in terms of events, with a record-breaking drop for U.S. GDP, Federal Reserve policy announcement, and quarterly corporate earnings among the highlights. Negotiations in Washington are ongoing over a new or revised unemployment package. Winners & Losers (2:06) Idiosyncratic events moved stocks in a busy week for earnings, with Intel (INTC) and Seagate Technology (STX) dropping on disappointing earnings. "Old world" stalwarts like Boeing (BA) and General Electric (GE) also reported quarterly results that fell short of estimates. "New world" companies like Advanced Micro Devices (AMD) and Nvidia (NVDA) beat earnings and saw their stocks rally. Amazon (AMZN), Apple (AAPL), and Facebook (FB) also reported strong results, but Alphabet (GOOG) was a bit of an outlier, posting a first revenue decline for the first time in its history. UPS (UPS) shares rallied by about 20% this week as the company beat estimates (5:30), riding the success of Amazon during the pandemic. FedEx (FDX) gained as well on the back of the news. Ollie's Bargain Outlet Holdings (OLLI) rallied after the company surprised investors by reporting comparable sales growth of 40%. The company doesn't report full earnings until Aug. 27. Financials (XLF) and energy (IXC) were among the worst-performing sectors for the week. Seeking Alpha Articles & News Coverage That Caught Our Eye This Week (14:48)
Jason: Fed is infantilizing investors - Klarman;
Stephen: Eastman Kodak (KODK) coverage and Horizon Kinetics Commentary Q2 2020;
Bradley: Streaming landscape jolted as AMC caves on theatrical window?
Nat: Why Gold May Be In For A Fall This Summer by DoctorX
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big beats from big tech; U.S. economy shrank by a third in Q2; and Senate fails to advance jobless benefits extension.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Tech reports Q2 results, Antitrust hearing roundup and traders get busy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Tech under national spotlight today, FOMC meeting and the dollar's reserve currency status.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Negotiations begin over coronavirus relief plan; big earnings week; and precious metals rally loses some steam.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Gold notches new all-time high; back from vacation?; and eventful week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Intel - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What Moved Markets This Week (WMMTW) is a weekly podcast with a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast;
Bradley Olesen, VP News;
Stephen Alpher, Managing Editor News, co-host Alpha Trader.
Watch the Alpha TALKS video of this podcast. (Spotify users can skip to individual segment sdirectly by clicking on the timestamps below) Big Picture (0:52) It was not a sleepy summer type of week. The S&P 500 topped its June 8 post-COVID high on Monday, breaking out of a trading range and making a new five-month high on Wednesday. A large selloff followed on Thursday after initial jobless claims unexpectedly rose. U.S.-China tensions emerged, with U.S. Secretary of State Michael Pompeo piling on some powerful rhetoric that spooked markets. Winners & Losers (4:56) Correlations are starting to break down as earnings season ramps up. It's no longer all about "virus on/virus off." Company- and industry-specific events were bigger drivers of share prices. Microsoft (MSFT) sold off after earnings. Apple (AAPL) fell due to antitrust concerns. Shares of casino companies and cruise lines were among the biggest losers of the week, including Wynn Resorts (WYNN), Las Vegas Sands (LVS), Norwegian Cruise Lines (NCLH), and Royal Caribbean (RCL). Homebuilders were among the winners (6:29): PulteGroup (PHM), NVR (NVR), and TRI Pointe Group (TPH) rallied after new home sales blew out expectations. The SPDR Homebuilders ETF (XHB) is up 3.4% this week at the time of this writing. That gauge has outperformed the S&P 500 over the last week, month, six months, year-to-date, and year. Silver prices had a massive rally, with the iShares Silver Trust ETF (SLV) up 18% this week. The SPDR Gold ETF (GLD) gained 5%. Corporate Highlights (8:28) Some interesting news out of the Discover Financial Services earnings call: Data for chargeoffs and delinquencies is holding up, but is expected to increase in the fourth quarter and persist through 2021. American Express earnings reported improved spending in May and June after bottoming in April. Stimulus payments have helped, but with the "fiscal cliff" due to expire on July 31 there is a lot of uncertainty. Seeking Alpha Articles & News Coverage That Caught Our Eye This Week (14:28):
Nat: These 9 Silver Miners Are A Basket Of Opportunity, by Harrison Schwartz;
Stephen: Bill Ackman's blank check company raises $4B - becomes largest in the sector;
Bradley: Tesla (TSLA) coverage;
Aaron: Sentiment Speaks: If You Own Gold, Look Out Below, by Avi Gilburt and Tesla: Excuse Me, 1999 Is Calling, by Louis Stevens.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China retaliates over Houston; escalating toward new cold war; and stocks set to extend losses.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla up over 5%, earnings, earnings, earnings, and the next coronavirus aid package.
Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. State Department ordered China's consulate closure in Houston, tensions hit sentiment and Tesla and Microsoft earnings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: eBay refocuses on core marketplace; rally continues; and €750B coronavirus stimulus package.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The vaccine hunt; big week ahead; and China scraps insurer caps.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - American Equity Investment Life - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What Moved Markets This Week (WMMTW) is a panel discussion with Seeking Alpha editors. Watch video highlights of this episode on Seeking Alpha. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast;
Brad Olesen, VP News;
Stephen Alpher, Managing Editor News, co-host Alpha Trader.
Big Picture (0:52) The "risk on" appetite from Monday faded even as many banks beat estimates with their second quarter earnings. Shares of large-cap technology companies fell, with the NASDAQ (QQQ) underperforming other indexes for the first time in months. The catalyst appears to have been an announcement by California on Tuesday to rollback reopenings due to a surge in new coronavirus cases. Winners and Losers (3:25) High-multiple tech names led the selloff. Salesforce.com (CRM) was a big loser, along with Paycom (PAYC), Fortinet (FTNT), Adobe (ADBE), and Paypal (PYPL). Smallcaps gained, with the iShares Russell 2000 ETF (IWM) outpacing the S&P 500. Financials performed well on the back of bank earnings (6:33), with the SPDR S&P Bank Index ETF (KBE) adding 9%. Goldman Sachs (GS), JPMorgan Chase (JPM), and Morgan Stanley (MS) rallied after positive earnings reports. Morgan Stanley moved into positive territory for the year off of the rally. But not all banks did well. Wells Fargo (WFC) announced it would cut its dividend by 80% and build up loss reserves. But WFC shares were still up 5% this week after an upgrade from Evercore ISI. Some of Our Favorite Coverage This Week (10:02)
Brad: Tesla (TSLA) coverage, especially "Musk: 'Wow' on Tesla's price target boost from Piper";
Stephen and Nat: A Vaccine Is Coming: Time To Sell Tech Stocks At Bubble Valuations, And Buy Recovery/Value Names, by Thomas Lott;
Aaron: The Coming Stock Market Crash - Smart Money Is Already Ringing The Death Bell (the most popular story on Seeking Alpha this week), by The European View;
Aaron: AT&T's Day Of Reckoning Is Coming, by Daniel Jones;
Aaron: AT&T: Those Who Do Not Learn From History Are Doomed To Repeat It, by Mauro Solis;
Aaron: Netflix: Buy The Earnings Dip, by Bill Maurer.
Last Word (18:46) The disconnect between markets and the economy: is it really that unusual? Is the market being unrealistically optimistic about a vaccine for COVID-19? Learn more about your ad choices. Visit megaphone.fm/adchoices
Europe's top court invalidates ‘Privacy Shield’; hackers hijack Twitter and equities pull back.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Back-to-normal trade taking place worldwide, the vaccine front and Apple wins tax battle with EU.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The big banks; futures rise after another volatile session; and biggest reopening rollback in the U.S.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings season set for kickoff; bulls gain ground; and IPO process in question?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Wells Fargo - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Alpha TALKS is a weekly podcast covering what moved markets this week, featuring a panel of Seeking Alpha editors. The video can be seen on SeekingAlpha.com or our YouTube channel. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast;
Brad Olesen, VP News;
Steve Alpher, Managing Editor News, co-host Alpha Trader.
Big Picture (0:53) Stocks were poised for a down week before an announcement ahead of Friday's open from Gilead (GILD) on a study for its COVID-19 drug remdesivir that improved risk appetite. Tech stocks rallied during the week, with the QQQ ETF (QQQ) hitting a record on Thursday. Financials struggled ahead of second quarter earnings next week. Money continues to flow to trends. Winners & Losers (3:41) Airlines were among the biggest losers, with the U.S. Global Jets ETF (JETS) down almost 6% for the week. Exploration and production companies also suffered, with Devon Energy (DVN) down more than 12% and Marathon Oil (MRO) giving up close to 13%. Cruise lines had a tough week again, though positive earnings from Carnival (CCL) buoyed losses a bit. What Caught Our Eye This Week (12:17)
Steve: Ivy Leagues cancel fall sports. A sign of things to come? Might the NFL follow?
Brad: Trend-following has taken over the narrative;
Aaron: 3 Explosive Growth Stocks With Outstanding Management Teams, by Andres Cardenal and SMART Stocks Are The New FANG, by App Economy Insights;
Nat: Nikon: Not Only A Camera Company With An Upside Of 50%+, by Andriy Blokhin.
In Closing (20:11) Gold: fresh new all-time highs coming soon? It's been quiet, at least compared with some other asset classes. What's going on in China? A lot of volatility in their stock markets. Watch this space.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Walt Disney World opens, Nasdaq futures rise, Dow and S&P 500 futures drop.
Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stock indexes futures trading cautiously, #BoycotFacebook and Walmart takes on Amazon Prime.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Social media meets social justice; clock is ticking for TikTok; and podcast plays. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Is another bull run in the making; lots of dry powder to support stock prices; and major policy U-turn on Huawei.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Liberty Health Sciences - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Hosted by Nathaniel E. Baker, Seeking Alpha Contributing Editor, this week's podcast features a holiday week-shortened roundtable of:
Steve Alpher, Managing Editor News and co-host Seeking Alpha's Alpha Trader podcast;
Jason Aycock, Senior Editor Media and Telecoms.
Big Picture Non-farm payrolls beat expectations, with 4.8 million new jobs created in June versus 2.9 million anticipated. But weekly unemployment claims printed at 1 million for the 15th week in a row, in line with expectations. Markets rallied in a shortened trading week. Might investors be too sanguine about the weekly claims however. Stocks On The Move Facebook (FB) was in the news after a significant drop over ad boycotts announced last week. It rebounded this week as some analysts said much of the damage was priced in. The question remains what happens next month with advertisers, according to the guest. Articles and News Stories That Caught Our Eye This Week
Jason: Facebook's Zuckerberg expects advertisers back 'soon enough' - report;
Stephen: Energy turnaround, tech help S&P to best quarter since 1998;
Nat: Why Many Day Traders Will Fail.
You can now watch a video highlight of this episode on Seeking Alpha or on our YouTube page. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stock indexes futures rise, FOMC minutes and details of next coronavirus stimulus package clear up. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S.-Mexico-Canada agreement, stocks in Q3; and record amount of unemployment benefits.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed and Treasury discuss coronavirus response; closing out the second quarter; and ignoring threats to impose security law.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Facebook boycott and Chesapeake bankruptcy; struggling for direction; and 737 MAX recertification. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Protagonist Therapeutics - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alpha TALKS is a weekly video covering what moved markets this week, featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast;
Brad Olesen, VP News;
Steve Alpher, Managing Editor News, co-host Alpha Trader.
Big Picture (0:28) Coronavirus fears weighed on markets again this week. The Federal Reserve's stress tests caused selling in bank stocks. Quarter-end portfolio rebalancing may have had an effect as well. Winners & Losers (3:04) Winners and losers were once again scattered along the COVID-divide. Losers of the week included cruise lines such as Royal Caribbean (RCL) and Norwegian Cruise Line Holdings (NCLH), travel stocks like American Airlines (AAL), and retailers like Nordstrom (JWN). Winners of the week included Clorox (CLX), McCormick (MKC), and Dollar Tree (DLTR). The Federal Reserve stress test weighed on financial stocks (5:24). Banks have lagged the overall market and there is a sense that if these stocks can't get going, then it could weigh on the current rally (6:52). The fundamentals aren't particularly good and valuations may become a concern at some point (10:06). Articles and Stories That Caught Our Eye This Week (15:06)
Brad: Gap +11% after inking Yeezy deal with Kanye West and Series of VIX, Gold, Silver ETNs axed by Credit Suisse;
Steve: Canada loses AAA status at Fitch;
Aaron: Microsoft (MSFT) and Apple (AAPL) closing retail outlets and The Fed Is Not Juicing The Stock Market by Trading Places Research;
Nat: Retirement: A Storm Is Coming - The Inflation Monster by Rida Morwa.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Reserve is placing limits on banks as the economy shows that this is not just a stress test. This episode features a special bonus segment, an interview with Mass Mutual's Bob Carroll from our SA for FAs podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wirecard files for insolvency proceedings, economic reports on watch, and Ford unwraps its 2021 F-150.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Nasdaq notched record high, another stimulus package in the making and money continues to roll into megacaps.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade deal is still intact; v-shaped?; and worker visas added to green card ban.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Apple’s first virtual developer conference; rally goes on despite rise in coronavirus cases; and Wirecard shares crash again.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Spirit Airlines - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a revamped roundtable format, henceforth called Alpha TALKS, hosted by Nathaniel E. Baker and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast;
Brad Olesen, VP News;
Steve Alpher, Managing Editor News, co-host Alpha Trader.
Content Segments (Spotify users can click on the timestamp to link to the start of the segment):
Intro: Another positive week for stocks, but only after the Fed stepped in on Monday (0:50);
Some of the week's big gainers: TA, BBBY, CWH (3:11);
Corporate news and earnings: CCL, LEN (6:55);
Seeking Alpha Content That Caught Our Eye This Week (9:13):
Brad: Spotify adds a Kardashian to the Rogan lineup and Inexpensive steroid shows treatment benefit in severely ill COVID-19 patients;
Aaron Retirement Strategy: A Safe Dividend King With An Upside Potential Of Nearly 50%, by Regarded Solutions and Prepare For A Second Wave With These 5 Undervalued Low-Risk Dividend Aristocrats, by Jonathan Weber;
Steve: Fed to buy corporate bonds;
Nat: Amazon: A New Narrative Is About To Unfold, by Michael Wiggins de Oliveira;
What could give investors pause? Geopolitical risk? (19:19)
Learn more about your ad choices. Visit megaphone.fm/adchoices
Futures point higher after renewed hopes of resumed China Phase One Trade deal action. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. pulls out of international talks on digital tax, central bank day in Europe and Hertz halts share plan.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Fed moves to backstop credit markets, U.S. labelled world's greatest trade abuser, and Beijing tightens lockdown.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: It’s all about the Fed; Fed does it again; and big drop, big bounce.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fears of a second wave; rising infections; and vaccine deals.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Cisco - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a revamped roundtable format, henceforth called Alpha TALKS, hosted by Nathaniel E. Baker and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast;
Brad Olesen, VP News;
Steve Alpher, Managing Editor News, co-host Alpha Trader.
Content Segments (Spotify users can click on the timestamp to link to the start of the segment):
Intro: a volatile week for stocks, highlighted by Thursday's dramatic sell-off (0:58);
Putting the volatility into perspective (3:05);
Hertz as a reflection of the speculative fervor that has shaped markets (6:24);
The "Robin Hood traders" and how they are able to move markets (9:00);
Seeking Alpha Content That Caught Our Eye This Week (11:53):
Stephen: The Magnitude of the Recent Rally and How Bad Was Thursday? by Ploutos;
Brad: Tesla tops 1,000 and Nikola goes parabolic;
Aaron: Impending Chesapeake Bankruptcy A Bullish Message To Oil Investors, by Daniel Dicker and AMD: Ready For Takeoff, by Business Quant
Nat: Economic Reality Sets In: This Could Be The End Of The Ever-Popular Buy-The-Dip Strategy, by Altitrade Partners
Re: the "buy the dip strategy": Not all dips are equal (19:34)
Learn more about your ad choices. Visit megaphone.fm/adchoices
Futures point to a bounceback after the market's worst day of trading since March. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investors cash out of extraordinary rally, Fed sees GDP plunging 6.5%, and Big Tech gets even bigger. Learn more about your ad choices. Visit megaphone.fm/adchoices
No major decisions expected from Fed, Futures mixed overnight and more corporate action needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Will the historic rally continue; bull vs. bear; and recession began in February. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Biggest healthcare deal on record; higher and higher; and details of the OPEC+ deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Cracker Barrel - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a revamped roundtable format hosted by Nathaniel E. Baker and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast,
Brad Olesen, VP News
Steve Alpher, Managing Editor News, co-host Alpha Trader
Content Segments (Spotify users can click on the timestamp to link to the start of the segment):
Intro: another bullish week for stocks. Forget FOMO, this is POMO: Panic of Missing Out (0:56)
Zoom earnings (3:23)
Warren Buffett versus Robin Hood (5:36)
The rally is broad. What can trip it up? (9:24)
Seeking Alpha Content That Caught Our Eye This Week (12:35)
Aaron: It Is Not Too Late To Buy Nvidia Stock, by Andres Cardenal
Brad: Coty Jumps On Kim Kardashian Collaboration Discussion
Steve: The Bond Crash May Have Begun, by Michael Gayed
Nat: Don't Get Too Comfortable, The Next Wave Is Coming, by Victor Dergunov
The IPO market is back (18:11)
Learn more about your ad choices. Visit megaphone.fm/adchoices
Futures have rebounded from the first markets decline in June, with a big job reports looming. Learn more about your ad choices. Visit megaphone.fm/adchoices
All eyes on the ECB, Hong Kong's 2 biggest banks backing controversial law, and market rally on pause.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Market focused on U.S., global economic restart; revenue growth at Zoom and Trump administration investigating digital commerce.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: IPO revival; heating back up; and equities continue ascent. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Protests add to market uncertainty; relief rally in Asia; and retail closures. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - AT&T - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a revamped roundtable format hosted by Nathaniel E. Baker and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast,
Brad Olesen, VP News
Steve Alpher, Managing Editor News, co-host Alpha Trader
Content Segments (Spotify users can click on the timestamp to link to the start of the segment):
Market wrap-up of the week (1:04)
Recovery in bank stocks (2:54)
Bear market rally? The disconnect with the real economy (4:32)
Seeking Alpha Content That Caught Our Eye This Week (8:46)
Aaron: What If You Prepared For A Bear Market And No One Came? by John Gilluly
Brad: Jenner exposé paints Kylie-Coty deal in unflattering terms
Steve: Trump vs. Twitter war escalates further
Nathaniel: A Few Safe-Haven REITs To Help You Sleep Well At Night, By Brad Thomas
Twitter's stock continues to trail its influence (17:23)
What moved markets this month. Don't sell in May... (18:20)
The "prepper trade" (21:08)
Learn more about your ad choices. Visit megaphone.fm/adchoices
Global markets are jittery after China's parliament moved forward with national security legislation for Hong Kong and with President Trump holding a press conference later today on potential sanctions on Chinese officials. Learn more about your ad choices. Visit megaphone.fm/adchoices
Things escalate after Twitter applied fact-checking label, Dow, S&P 500 futures looking to continue surge and China passes controversial Hong Kong bill.
Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. ambitions as a spacefaring nation, Boeing begins layoffs and Wall Street is looking to continue Tuesday's rally.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Traders return with a bang; NYSE reopens; and Sanofi sheds stake in Regeneron.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Altria - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a revamped roundtable format hosted by Nathaniel E. Baker and featuring:
Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast,
Brad Olesen, VP News
Stephen Alpher, Managing Editor News, co-host Alpha Trader
Content Segments:
Market wrap-up of the week (0:56)
Earnings highlights (3:20)
Optimism in retail seen elsewhere as well (4:58)
Seeking Alpha Content That Caught Our Eye This Week (9:05)
Aaron: These U.S. Companies Are Extremely Undervalued, Part 2, by Wolf Research; Delek US Holdings - What Icahn Knows That You Don't - Part 2, by The Energy Forum; Stocks: The Good, The Bad, And The Ugly, by James Altucher
Brad: Baidu considering delisting from Nasdaq to boost its valuation
Stephen: SelectQuote prices initial public offering and Spotify locks down Joe Rogan rights
Nathaniel: Simon Property Group: Examining Apocalyptic Assumptions For 2020 Occupancy
Does the mall have a future? Introducing the "South Park Indicator" (15:26)
Learn more about your ad choices. Visit megaphone.fm/adchoices
China detailed new national security legislation that may clamp down on Hong Kong and pose a threat to its financial center status. Learn more about your ad choices. Visit megaphone.fm/adchoices
China rhetoric is back, pressure on Chinese companies and TikTok owner ByteDance has risen to more than $100B.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Treasury is bringing back 20-year bond, volatility warning and Walmart logged strong Q1 sales.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Retail earnings on the radar; will the rally continue; and the Moderna promise. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Locked and loaded; start your engines; and Apples reopening plan.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Sorrento Therapeutics - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Supply chain security is a hot topic as President Trump looks to retrench in the wake of the coronavirus outbreak. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock index futures in wait-and-see mode, uncertainties remain in oil market and High Court tosses stay-at-home order.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Investors monitoring today's speech from Jerome Powell, markets resume their climb and Pfizer testing 4 different coronavirus vaccines.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed begins buying ETFs; ahead of the open; and aviation industry warning.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tesla is done with California; coming off last week’s rally; and worse before better. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - EPR Properties - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets trade higher on positive trade news even as a big (bad) jobs report looms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Effects of coronavirus clear, Dow and S&P 500 dip to rebound and stampede into online brokerage accounts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Optimism over the economy's reopening, Disney shares fell and U.S. airlines burning more than $10B a month. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Is the magic still at Disney; backing for ECB's bond buying program; and record borrowing.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S.-China tensions resurface; U.S. looking to rip supply chains from China; and more PPP loans may be needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Royal Dutch Shell - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stocks start lower by 2%, as investors may be taking profit after the S&P 500's best month since 1987. Learn more about your ad choices. Visit megaphone.fm/adchoices
S&P 500 up more than 13% for April, Jobless claims data is set to grow and Royal Dutch Shell slashes quarterly dividend. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stock futures indicating higher open, Alphabet turns in strong Q1 and oil bounces. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings season kicks into high gear; Fed boosts muni bond buying program; and another price crash.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Easing of lockdown restrictions; unlimited bond buying; and public companies took more than thought from PPP pantry.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Tesla - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
A look back at the key stories and market moving events over the past week. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. House of Representatives passed a $484B coronavirus aid package last night that will replenish funding for PPP loans and SBA disaster assistance, as well as grants to hospitals and COVID-19 testing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Top stories today: Dividend safety in oil companies may be changing, an inquiry by the CFTC and U.S. stock index futures little changed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Top stories today: S&P 500 futures climb, Brent takes a beating and Netflix is booming. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Historic oil crash of 2020; next steps; and futures decline, earnings on tap.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Black gold no longer; (some) tariffs postponed; and paycheck protection program. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Microsoft - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets jump on hopes that a reopening economy is closer than previously expected. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. stock futures wavered, executives told President Trump to increase coronavirus testing, and Trump considering paying U.S. oil producers to leave crude in ground. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Plans to reopen America; JetBlue lands $936M in payroll aid; and J.C. Penney eyes bankruptcy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures push up as virus fears ease; China’s trade isn’t out of the woods yet; and Airline relief deal nears the finish line.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crude oil prices pull back as OPEC+ seen as ‘too little, too late’; Kashkari paints gloomy view of economic recovery; and Smithfield warns of food shortages.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Zoom Video - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets capped a holiday-shortened week on a positive note, though off of highs after an OPEC production cut announcement that missed expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: OPEC virtual meeting in the spotlight; jobless claims; and global markets push higher. Learn more about your ad choices. Visit megaphone.fm/adchoices
All along the shuttered economy; U.S. coronavirus cases top 400K; and more aid for small business.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Bear market over, or bear trap?; DAX out of bear market, S&P 500 to follow; and Brexit trade deal is getting harder.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hopes of a coronavirus slowdown; hope of rate peak; and on the economy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Carnival Corporation - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crude steps back into the spotlight as speculation swirls around a potential oil production cut and other measures. Learn more about your ad choices. Visit megaphone.fm/adchoices
Volatility is returning, initial claims for state unemployment benefits hit another record high, and the SEC is gives an extension. Learn more about your ad choices. Visit megaphone.fm/adchoices
Morgan Stanley estimates deficit will total nearly $4 trillion, risk-off sentiment seeping back into markets, and Microsoft bucks the plunge. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The worst quarter since ‘08; energy crisis intensifies; and corporate debt.
Learn more about your ad choices. Visit megaphone.fm/adchoices
It's the first Monday in nearly a month that S&P 500 futures haven't gone limit-down in reaction to alarming weekend news, though traders are still starting the week with caution. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - CNOOC Limited - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's top story, the US surpasses all other countries in terms of confirmed COVID-19 cases. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Volatility at record highs; Fed surprises again; and American business could reopen soon.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The markets await progress on a stimulus bill to support the economy amidst the coronavirus pandemic. We also feature a special report with J Mintzmyer of Value Investor's Edge and renowned journalist Lori Ann Larocco on how trade has been affected so far by coronavirus and what to watch for. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Village Farms - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets all point upward to end another volatile week in trading. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Easing heard around the world; it’s not just the eurozone; and run for cash.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Downturn jitters abound; emergency stimulus; and global recession is here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: It’s a mad, mad, mad, mad market; go your own way; and $50B bailout to avoid collapse.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another week of market volatility; why the selloff; and don’t forget the oil price war.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - ViacomCBS - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
A wild week in the markets finished on a hopeful note. Learn more about your ad choices. Visit megaphone.fm/adchoices
Volatility returns to markets as futures try to rebound from an official S&P 500 bear market. Learn more about your ad choices. Visit megaphone.fm/adchoices
S&P 500 and Nasdaq futures fell again, markets seem to be moving on oil, coronavirus headlines and fiscal stimulus, and Boeing is freezing new hiring and overtime. Learn more about your ad choices. Visit megaphone.fm/adchoices
Extreme volatility continues, as U.S. futures follow Monday's plunge and Tuesday's rally with a 2% drop overnight as traders sized up fiscal and monetary policy responses. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures point to rebound as Trump talks tax cut; U.S. status as net oil exporter at risk; and Saudi Arabia escalates oil price war.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Black swans circle longest bull; ‘historic’ oil price war; and collapse in Treasury yields. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - General Dynamics - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Treasury rally into uncharted territory; stability nowhere to be seen; and jobs day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The rollercoaster ride continues; massive revenue loss forecast for airlines; and coronavirus pushes Flybe over the edge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Heightened volatility on Wall Street; below 1% and repo demand; emergency rate cuts go global?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Traders buy the dip; first developed market to cut rates; and Trump renews attacks on Powell.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The stimulus rollercoaster; economic impact on China; and sub-1% yield is in sight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Boeing - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Worst week since the financial crisis; what’s driving the plunge; and change in forecasts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Where do we go from here?; sounding the profit alarm; and pressure mounts on Fed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Market attempts rebound after monster selloff; too early to tell; and handouts parts of Hong Kong stimulus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Finding a floor after Monday’s bloodbath; Congress asked for coronavirus funding; and Amazon Go grocery.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coronavirus contagion rattles global markets; latest updates; and China goes back to work. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Berkshire Hathaway - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Banking takeover buzz; renewed coronavirus fears; and a look into farm spending. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coronavirus threat prompts more China stimulus; ;world's biggest shipper sees coronavirus peak; and fresh record highs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Spotlight on FOMC; futures rebound and Brussels proposes new digital strategy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
With markets closed, we wanted to share another of Seeking Alpha's podcasts, specifically Let's Talk ETFs. Hosted by Jonathan Liss, an ETFs aficionado, the show goes to every corner of the ETF industry to share key trends and new ideas. This week’s episode is a special one, as Jonathan sits with a friend who recently inherited some money and was looking to build an ETF portfolio. The episode walks through that process. Have a listen, and enjoy your day off from the markets! Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - American Airlines - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stock futures seem hesitant to rise; Raytheon gets SEC subpoena; and IEA sees oil demand declining for first time in a decade. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Surge in coronavirus cases derails stock rally; mobile world congress is officially canceled; and fresh tensions over Sprint takeover terms.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell on the Hill - Day 2; coronavirus policy; and crude climbs back over $50.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: And then there were three; Powell on the Hill; and stocks advance with virus in focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coronavirus cases spiral up again; coronavirus by the numbers; and higher food prices in China.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Gilead Sciences - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Nonfarm payrolls and benchmark revisions; economic impacts of coronavirus; and Thiam gets the boot at Credit Suisse.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade comes back into focus; next round of notable earnings; and sleepy IPO from mattress firm Casper. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Disney ups ante in streaming wars; Dow 29,000; and another round of Macy’s closings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks put rally caps back on; Macau shuts casinos; and Google unveils YouTube, Cloud results.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Coronavirus wreaks havoc on China’s markets; two-thirds of China’s economy remains closed; and airlines rush to enforce travel restrictions.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Acer Therapeutics - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Here's what moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Amazon rejoins the four comma club; a Brexit goodbye; and struggling for footing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings deluge and virus fears; GDP, Fed stays steady; and next FAANG to report.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Apple delivers its best quarter ever; futures extend gains; and first Fed meeting of the decade.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings parade comes down Wall Street; selling abates; and yield curve on watch as Fed meets.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Selloff goes viral; economic impacts; and further weighing on market sentiment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Netflix - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Last day in Davos; ECB not in a hurry; and futures slightly higher. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: ECB framework in the Lagarde era; China shares tumble on Wuhan lockdown; and crossing the Brexit finish line.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another victory lap for Tesla; GM’s Cruise unveils driverless shuttle; and Netflix numbers, IBM revenue.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Virus fears spread to global market; Davos 2020; and digital tax truce. Learn more about your ad choices. Visit megaphone.fm/adchoices
Happy Martin Luther King Jr. Day! We're running the latest episode from our Marketplace Roundtable podcast, featuring From Growth To Value on growth investing, in case you'd like to get some market ideas on your holiday.
Topics Covered
2:45 minute mark - What's your investing strategy?
10:30 - What's your process for narrowing down the choices?
13:00 - Background as an investor and how you started doing this.
15:00 - Anything learned over the past year?
18:15 - What is something that concerns you about the markets?
20:45 - What are you most excited about right now?
26:00 - Other companies besides SHOP that are "unscaling".
28:15 - Favorite ideas.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Spirit Aerosystems - and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China's GDP growth slowest since 1990; Alphabet enters four comma club; and Microsoft will erase carbon footprint. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Higher and higher; Risks to oil supply have receded - IEA; and LIBOR no more.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S.-China trade deal reveal; day 2 of earnings season; and repo interventions continue.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Banks kick off earnings season; manipulator no more; and climate change action. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Bull market run powers on; Iran admits to shooting down jetliner; and MAX crisis will weigh on U.S. growth.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus and other key events that could impact stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Final look on decade of job gains; six figures for working at Taco Bell; and internal messages deepen MAX crisis.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks bounce as 2020 rally returns; post-Brexit red lines; and Corona joins hard seltzer party.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trader nerves settle after Iran attack; 737 crashes in Iran, no survivors; and most valuable American carmaker of all time.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tech tunes in to CES 2020; CES thus far; and deepfake crackdown.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brent tops $70 as Iran tensions rise; defense spending referenced as Iran warnings escalate; and inflation and repo stabilization. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Mideast strike shakes up market mood; oil at $80?; and repos and rates in focus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What’s in the cards for 2020?; traders return to work; and Airbus seizes planemaker crown from Boeing.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Happy new year! We're running a special episode from our newest podcast, Alpha Trader, looking back on 2019 and previewing key stories and asset classes to watch in 2020. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stellar 2019 comes to a close; final trading day of 2019; and California sued over gig worker law.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Los Angeles mulls electric car rule for ride-share services; NBA TV ratings slip 15%; and auto/truck makers scramble to meet stricter emission rules.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Banks continue to cut jobs, futures continue a holiday rally, and YouTube creators gain more control over copyright claims. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: E-commerce sales show more records, China updates on a Phase 1 trade deal signing, and Amazon sees good things from Alibaba. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: Christmas Eve is poised to mark a full market turnaround from a year ago, Boeing fires its CEO, and Super Saturday leaves Black Friday in the dust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China cuts tariffs before signing trade deal; more record highs in store; and big/small haul for ‘Rise of Skywalker’.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rose further into record territory Friday, with the S&P 500 hitting an all-time high for a seventh straight session, amid continued optimism on resolving the U.S.-China trade war and strength in domestic consumer spending. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Please Mister Postman; more record highs; and next milestone for American spaceflight.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sweden becomes first to exit negative rates; slightly higher open; and Impeachment process and the markets.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Terms finalized for next super carmaker; more car headlines; and headway made on supersonic travel.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Boeing confirms 737 MAX production halt; more records; and what to expect: FedEx results.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Traders welcome U.S.-China trade deal; what’s in the U.S.-China trade deal; and Scottish referendum ruled out.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus. Learn more about your ad choices. Visit megaphone.fm/adchoices
The market ended the week on a quiet but record note after a week of big news. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sterling is trading more than 2% higher, Scottish National Party's Nicola Sturgeon is expected to ask Boris Johnson for a new independence referendum and AT&T has switched on its 5G service. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.K. voters are heading to the polls, new ECB President Christine Lagarde is in the hot seat and traders are awaiting quarterly results. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Aramco becomes world’s largest listed company; 737 MAX whistleblower goes public for first time; and funding the EV revolution through gas guzzlers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade deadline and Fed meeting; fun to stay at the USMCA; and National Defense Authorization Act.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks take breather from market rally; Disney scores $10B at global box office; and future of U.S. wireless industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
What moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs day; don’t forget trade and Uber releases U.S. Safety Report.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Deeper cuts debated at OPEC meeting; world’s largest listing ever; and futures point to more gains.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: End of an era at Google; futures stage big turnaround; and Johnson backs digital services tax.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Whirlwind trade and tariff blitz; action against DST may go global; and trade deal may not happen until after 2020.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Holiday shopping season opens with a bang; futures advance with stocks near highs; and AWS re:Invent.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekly recap of the major stories and market-moving events of the past week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Black Friday is here and everywhere, markets are in a post-Thanksgiving doze, and the EU looks to the US for more beef. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Gobbling up the Thanksgiving turkey rally; signs of a slowdown in China; and Thanksgiving retail on watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Maiden voyage for Alibaba in Hong Kong; data in the mix with stock at records; and Powell sees ‘glass more than half full’.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Merger Monday; more M&A news; and futures brighers as China acts on IP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks finished slightly higher Friday, helped by upbeat comments from Pres. Trump and China's Pres. Xi about progress on a potential U.S.-China trade deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: EV revolution; will Uber be shut out of London; and ‘Frozen II’ hit theaters.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Massive disruption in the brokerage industry; exempting Apple from China tariffs; and Tesla reveals pickup truck tonight.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Boeing scraps for deals at Dubai Air Show; global markets fall back, Fed watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Flurry of retailer earnings; futures edge higher; and topping the biggest battery record. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Higher and higher; IPO record for Saudi Aramco?; and U.S. to extend reprieve for Huawei.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Both the Dow Jones and S&P 500 indexes shattered their previous all-time record highs, including a first-ever 28,000 finish on the Dow, sparked by fresh optimism over a potential U.S.-China trade deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade talk - here we go again; Amazon strikes back over JEDI contract; and biggest Starbucks reserve roastery.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tail end of earnings season; economic outlook and Fedspeak; and Federal budget on ‘unsustainable’ path.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell heads to Capitol Hill; Trump speech and auto tariff deadline; and ‘made in Germany’.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Shots fired in streaming wars; Trump trade speech; and more auto industry partnerships?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Alibaba sets new singles’ day record; Hong Kong chaos rattles stocks; and another cash windfall for Alibaba. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, other key events that could impact stocks, and our single stock focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rallied to yet more record highs Friday, rebounding in the final minutes and shaking off some doldrums spurred by a comment from President Trump that he hadn't yet agreed to a tariff rollback on China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Signs of trade progress resurface; Disney + earnings; and Google may modify ad policy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Softbank pays price for WeWork debacle; more gloom in the IPO market; and Xerox weighs takeover offer from HP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Triple record high for Wall Street; yuan strengthens past 7 per dollar; and rationale for T-bill buying. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Saudi Aramco kicks off long-delayed IPO; McDonald’s CEO sacked over consensual relationship; and Under Armour under investigation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rallied Friday after a much stronger than expected U.S. jobs report eased concerns about economic growth, and China said it had reached a consensus in principle with the U.S. during trade talks. The S&P 500 and Nasdaq Composite closed at all-time highs and the Dow ended just shy of a record, as all three benchmarks indexes rose more than 1% for the week. The government reported nonfarm payrolls rose by 128,000 in October, which was much more than expected given the assumption that the GM strike would tamp down gains, and followed upward revisions for August and September. And the Federal Reserve cut its benchmark interest rate by a quarter-point as expected. The jobs data suggests the U.S. may be enjoying what is sometimes called a "Goldilocks economy" - hot enough to ease fears of an imminent recession but cool enough to keep the Federal Reserve from raising interest rates to rein in inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's jobs report is expected to be unusually weak, stocks across the globe are back in the green and 5G goes online in China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Fiat Chrysler and Peugeot owner PSA agree to join forces, U.S. stock index futures are turning around sharply and Ford reached a tentative agreement with the United Auto Workers union. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Where the Fed stands in the easing cycle; GDP expected to show a slowdown; and big earnings on tap
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: S&P 500 powers to new record; growing costs at Alphabet; and oil majors commence earnings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed expected to cut rates this week; Brexit deadline extended to January 31st; and strike to trim $3 billion from GM’s bottom line. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, and our single stock focus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks ended the week on an upbeat note, with the S&P 500 finishing just three points shy of its all-time high, after the U.S. Trade Representative's office said Friday it was close to finalizing some sections of a "Phase 1" trade deal with China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China seeks removal of U.S. tariffs in return for ag buys; EU to discuss Brexit delay as Johnson seeks snap election; and Amazon sinks on Q3 profit miss, light holiday sales forecast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Amazon headlines another busy earnings day; Eurozone PMI limps in; and Draghi says goodbye. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings season kicks into high gear; Zuckerberg to Capitol Hill; and SoftBank clinches WeWork takeover.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit hangs in the balance; futures search for direction; and WeWork rescue plans. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: PM Johnson pivots on Brexit deadline; Senator Warren to release funding plan for "Medicare for All"; and Boeing continues damage control efforts over software linked to crashes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Blue chips and battleground stocks are on the earnings calendar in the week ahead as the pace of Q3 reports accelerates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks fell Friday after China reported its slowest quarter of economic growth in decades and negative headlines slammed two of the biggest U.S. companies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China’s economy cools off in Q3; tariff day in Europe; and spotlight on oil. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit deal reached...if it can pass Parliament; New GM contract has $7.7B in investment and key union wins; and Netflix says competition's OK in a growing streaming pie. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit talks continue ahead of summit; Service debut for long-haul Boeing plane depends on demand; WeWork stops China expansion. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings season kicks off; EU negotiator says Brexit deal possible; and market is eyeing trade news. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big week ahead for Brexiteers; Warren pokes Facebook with ad challenge; and Lyft sues NYC to block cruising cap. Learn more about your ad choices. Visit megaphone.fm/adchoices
Q3 earnings kicks off in earnest, and the market continues to digest the U.S.-China "Phase 1" trade deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
The major stock market averages all closed with 1%-plus gains on Friday but pulled back well below session highs, after the announcement of a "phase one" trade deal between the U.S. and China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crude rallies after latest tanker attack; IEA cuts oil demand growth forecasts; and trade optimism. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures thrash for a direction, Bed Bath & Beyond hires a top Target for CEO, and AT&T makes a sale. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks poised for gains ahead of trade talks; Brexit ‘resignation watchlist’; and Aramco to publish IPO prospects by month’s end. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tensions deepen ahead of trade talks; NBA trouble in China; and Samsung turnaround. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures kick off week on the back foot; HSBC to axe 10,000 jobs; and Libra network pullout. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks, as well as our single stock focus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks staged an impressive rally Friday in reaction to the "Goldilocks" September jobs report, as the 136,000 new jobs created were seen as high enough to ease concerns that the U.S. is headed for a recession while also being low enough to keep hope alive that the Fed will keep cutting interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: September jobs report front and center; E.U. will respond to U.S. tariffs, Germany’s Maas says; and Apple orders 10% boost to iPhone 11 production. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Widening the trade war; slight turnaround; and Uber diversifies into on-demand staffing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Recession red flags?; gambling leader; and Juul seeks more help from Altria. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China takes a holiday; spotlight on oil, Japan close to full employment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks poised to rise as Chinese listings in the U.S. appear safe; U.K. finance minister says Britain will leave the E.U. on Oct. 31st, hopefully with deal; and GM, UAW talks on as strike enters third week.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks tumbled Friday following reports that the Trump administration is considering placing limits on U.S. investment in China and delisting Chinese companies from U.S. stock exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Black eye for the IPO market; what’s happening; and ETFs get their own regulations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Whistleblower report releasing today; Facebook’s newest antitrust probe; and Peloton IPO could price at $29/share. Learn more about your ad choices. Visit megaphone.fm/adchoices
This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor.
Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020.
Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service.
The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments.
The first two shows on The Investing Edge are:
Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches.
The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: What’s next for stocks; reaction to impeachment proceedings; and backlash against vaping. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big court rulings out of Europe; suspension of Parliament unlawful; and trade clarity? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Germany teeters on brink of recession; trade clarity needed; and repo madness extended to Oct. 10th. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks ended the week on a sour note Friday while Saudi oil disruption and an interest rate cut made headlines as well. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Continued bumps in the short-term funding market, US futures are in the green amidst more tariff exemptions, and talks continue in the GM strike. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Central banks in the spotlight; as it happened; and cut, hold, raise - that is the question.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: How low will the Fed go; repo, we have a problem; and latest on GM strike. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit heads to the Supreme Court; crude slips, prices still elevated; and futures lower as Fed meets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Oil surges after Saudi output disruption; infrastructure concerns loom; and futures retreat. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
The major stock market indexes finished little changed Friday but logged a third consecutive week of gains to come within striking distance of all-time highs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Back at all-time highs; more from ECB day; and vaping restrictions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Another wave of easing is ahead starting with the ECB, Dow Jones Industrial Average is primed for a seven-day winning streak and Juul is entering China amid a US crackdown on vaping. Learn more about your ad choices. Visit megaphone.fm/adchoices
California lawmakers have approved a bill that requires companies to treat contract workers as employees, U.S. stock index futures are slightly in the green, and Apple unveiled its product showcase at its annual fall event. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Annual Apple extravaganza; slightly lower open; and to extend or not to extend? Learn more about your ad choices. Visit megaphone.fm/adchoices
The big tech crackdown; futures advance; and Brexit delay becomes law. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks mostly edged higher Friday following the release of lukewarm U.S. jobs data. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nonfarm payrolls take center stage; Powell talks policy; and housing finance system overhaul. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Rally continues as trade talks set; Brexit mess; and Dorian fallout. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fading political risks boost markets; Brexit rebels seize control; and futures rebound. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Showdown over no-deal Brexit; uncertainty weighs on futures; and Hurricane Dorian. Learn more about your ad choices. Visit megaphone.fm/adchoices
In place of a Labor Day Wall Street Breakfast, we share an episode from Seeking Alpha's Cannabis Investing Podcast featuring David Sandelman, Chief Engineer at Cannatrol, a precision drying/curing system for cannabis. David joined host Rena Sherbill to discuss the similarities between drying and curing meat, cheese and cannabis. They also discuss the sector's resistance to new technology and how his invention helps control humidity in the flower. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gave up early gains to finish little changed Friday in lackluster pre-holiday trading, nevertheless wrapping up a volatile month with a strong showing for the week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Florida prepares for Dorian disaster; futures add to gains; and Brexit talks intensify. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade rhetoric eases; ultra long bonds; and reprieve on methane rules. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: No-deal Brexit more likely; yield inversion deepens; and crunch time in Italy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: J&J gains after opioid ruling; Morris-Altria merger talk makes the rounds; and AstraZeneca's Farxiga fast tracked. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Seeking Alpha’s Wall Street Breakfast, your daily source of market news and analysis. Subscribe to this podcast on Apple Podcasts, Google Podcasts, Spotify, and Stitcher. Today is Monday, August 26th and I am your host, Steve Brown. Our top stories today: Trump says China ‘wants to make a deal’; Trump ordered U.S. firms to leave China, but his authority is limited; and the Yuan slumps to historic lows. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Seeking Alpha’s Wall Street Breakfast, your daily source of market news and analysis. Subscribe to this podcast on Apple Podcasts, Google Podcasts, Spotify, and Stitcher. Today is Monday, August 26th and I am your host, Steve Brown. Our top stories today: Trump says China ‘wants to make a deal’; Trump ordered U.S. firms to leave China, but his authority is limited; and the Yuan slumps to historic lows. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
A wave of selling washed over the stock market Friday after China announced an additional round of tariffs on U.S. goods and an enraged President Trump vowed to respond. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell takes the stage; G7 drama; and Tesla turns to LG Chem. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Policymakers stroll to Jackson Hole; ‘recalibration’ of policy stance; and tax reversal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Central bank cues awaited; possible tax cuts; and teaming up on Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Social media battleground in Hong Kong protests; futures steady; and antitrust probe gathers steam. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks stay in rally mode; new twist to Apple-Samsung rivalry; and passing along costs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks wrapped up their most volatile week this year with a broad-based rally, as a rebound in bond yields eased fears of a recession that had caused such consternation earlier this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Investors climb back into risk markets; boost from Walmart, Nvidia; and stimulus bazooka. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: All about that yield curve; selloff continues; and retail reality. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade war blink, or U.S. consumer wink; negative yields in the U.S.; and earnings season not over yet. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Yield curve at flattest level since 2007; wave of selling continues; and ballooning budget deficit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tensions rise in Hong Kong; Chinese influence; and China bounces back, US slips. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks wrapped up a volatile week with losses, as trade concerns and a bit of profit-taking kept buyers on the sidelines. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Market roller coaster ride continues; tech war (already) in the making; and Facebook news. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Finding a floor after wild swings; crude recovery and suspending trade ties. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Market recovery; Disney earnings and rate cuts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures rebound after dramatic stock rout; suspension of agriculture purchases; and Fed op-ed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade war escalates as yuan breaches critical level; China retaliation; and Hang Seng protests rate on. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Dow and S&P 500 posted their fifth straight day of losses to cap the stock market's worst week in months, as investors flocked to safe-haven assets such government bonds, the U.S. dollar and gold. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade war drums beat louder; are rate cuts back on the table; and European trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed frenzy on Wall Street; Trump responds; and volatile session for GE. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: First rate cut since the Financial Crisis; earnings season going well; and don’t forget about Apple. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Massive data breach at Capital One; futures lower; and deficit fears fade. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S.-China resume trade talks; big week ahead; and earnings appetizer from Beyond Meat. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks rose following a set of strong earnings reports and data showing the U.S. domestic economy continuing to grow at a healthy clip, including the strongest pace for consumer spending since late 2017. We review that and other key events from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top stories: markets look to end the week positively, Sprint/T-Mobile nears the decision point, and the EU and Boris Johnson begin to butt heads. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tesla sharp profit miss, semis soften; Musk aims high on Tesla call; and Toyota investing $600M in Didi Chuxing, new joint venture.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Rally pauses as DOJ probes big tech; Brexit team; and IMF trims growth projection. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Next prime minister to confront Brexit chaos; opening gains; and debt ceiling deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Heavy earnings week ahead; box office surge; and China’s new tech market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks faded into the close to finish lower Friday, capping their worst week since the end of May amid doubts about the magnitude of an expected Fed rate cut. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Week ends with easing hopes; on cloud 9; and drone down, crude up. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks hit reverse on July’s gains; more on Netflix (and IBM); and Instagram test will hide like count. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: First of the FAANGs to report; more earnings; and Amazon faces EU antitrust probe. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big tech grilled on Capitol Hill; futures pause before earnings; and spotlight shines on J&J. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China GDP, earnings season, Prime Day; futures muted after records; and what to expect from earnings season. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks closed out a strong week with the S&P 500, Dow and Nasdaq all at record highs, as Fed Chairman Powell's signal of likely lower rates later this month outweighed growing worries about the state of the global economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Dow closes over 27,000 for the first time; president is a no-coiner; and following the French. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: S&P 3000; firing up the ‘half pointers’; and French tax adds to trade tensions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: All eyes on Powell; don’t forget about Fed minutes; and Airbus to pass Boeing as top planemaker. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Ready, set, Fedspeak; stocks cautious; and effects of $15 minimum wage. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sweeping overhaul at Deutsche Bank; stocks retreat; and big blow to 737 Max. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to our newest edition of the Wall Street Breakfast podcast, a Saturday morning look at what moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs day is here; U.S.-China trade talks to resume; and global stocks brace for U.S. jobs report. Learn more about your ad choices. Visit megaphone.fm/adchoices
In place of a 4th of July Wall Street Breakfast, we share an interview with one of our Marketplace authors and one of the more popular authors on Seeking Alpha, Fear & Greed Trader.
Steve Wells, the author behind the Fear & Greed Trader account and the Marketplace service Savvy Investor, explains why he is "not in a mode where I'm even thinking about lightening up on my exposure" as long-term trend lines indicate the bull market has longer to run. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tesla puts petal to the metal; futures gain; and market hours today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade war pivot to Europe?; pullback after record session; and OPEC+ extends cuts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks rise on trade truce relief; U.S.-N. Korea nuclear talks on again; and saving Iran nuclear deal isn’t likely. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episode
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to our newest edition of the Wall Street Breakfast podcast, a Saturday morning look at what moved markets this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: G20 summit takes center stage; Ive leaving Apple; and stress tests. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Terms for settling trade deal; Dow futures lower; and 737 MAX continues. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Some good news for chipmakers; US futures on the rise; and China deal 90% complete. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Next round of Iran sanctions; modest losses and Fedspeak. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: U.S. equity index futures point higher, Dow 30K is in the air, and crypto is back on the rise. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our new Saturday Wall Street Breakfast podcast looks at what moved markets this week. If you have feedback, contact us at wsbpod@seekingalpha.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: US stock markets waver, bank stress tests come out today, and Slack is the latest big IPO winner. Learn more about your ad choices. Visit megaphone.fm/adchoices
The latest high-profile company to go public is Slack Technologies, the yield on the benchmark 10-year Treasury dropped below 2% overnight, and Airbus sealed deals with big buyers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 4 of FOMC Season 2019 airs this afternoon, U.S. equity index futures entered a holding pattern overnight, and U.S. lawmakers are calling for hearings on Facebook's Libra cryptocurrency. Learn more about your ad choices. Visit megaphone.fm/adchoices
Facebook has unveiled a consortium to create an open-source digital currency, Mario Draghi is ready to launch another round of stimulus, and Boeing did not announce a single new order on the first day of the Paris Air Show. Learn more about your ad choices. Visit megaphone.fm/adchoices
Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize ETFs to reach their investing goals. In addition, Let’s Talk ETFs will catch you up on all the most important ETF news including new fund launches and closures, top performers, and other notable ETF investing news from the previous week Learn more about your ad choices. Visit megaphone.fm/adchoices
The Paris Air Show is underway, Wall Street futures suggest modest gains at the open, and bitcoin tops $9,000. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: IPO activity stays red-hot, Chinese economic data causes futures to turn down, and Broadcom’s warning hits chipmakers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Oil bounces on tanker ‘incident’; futures rebound; and deficit on watch - or not. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Protests roil Hong Kong markets; winning streak snapped; and adapting to tariffs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Equities march higher; big tech on trial; and Tesla annual meeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Aerospace and defense merger Monday; at ease; and Mexico tariffs averted. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Chewy IPO, Lululemon earnings, Tesla's annual meeting, and several conferences could all make headlines.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another stellar jobs report; more gains; and trouble in the eurozone. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: ECB eyed amid central bank shift; more gains; and tech cold war. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Dovish signals loom large; potential effects of Mexican tariffs; and Walmart shareholder meeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The big tech crackdown; futures advance after tech rout; and eyes on Powell. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Will market drop extend to June?; trade war endangers MAGA; and talks with Mexico. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets shocked by Mexico tariff bombshell; USMCA hangs in the balance; and more trade war blues. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Modest equity rebound as Treasurys bounce; ending rare earth reliance; and new Iranian risks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Rare earths and bond bulls; 10-year Treasury yield heads to 2%; and China spared currency manipulator label. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Renault decides on Fiat merger talks; Johnson & Johnson heads to court in opioid case; and futures drift lower. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: May departure signals new Brexit phase; futures look to rebound; and offsetting trade war losses. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Focus turns to Europe; DJIA futures fall almost 250 points; and May prepares resignation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit May day; renewed trade tensions; and ‘patience’ consensus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Huawei reprieve provides some relief; business debt boom no subprime crisis; and more central bank rate cuts? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Huawei ban bites hard; trade worries continue into new week; and Powell speaks at Atlanta Fed conference. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Lingering trade worries weigh on equities; pound’s worst week since October; and Amazon squares up to Uber. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: US stock markets are searching for a direction, tariffs remain on officials minds, and Walmart’s earnings are on tap. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit can-kicking coming to an end?; what’s next for U.S. markets; and IEA cuts oil demand outlook. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures claw back after stock route; another round of aid for US farmers; and one-day shipping latest retail salvo. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade overhang sparks another selloff; Uber’s IPO flop continues; and no Nissan-Renault merger in sight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hailed Uber IPO finally arrives; futures flat despite tariff hike; and CPI offers ‘transitory’ test. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Global markets suffer as U.S.-China dispute intensifies; Asian markets drop after Trump says China ‘broke the deal’; and meaty stuff. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Equities try to steady after selloff; Iran begins withdrawal from nuclear deal; and pound on edge as support builds to oust May. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks skittish after trade blow; possible outcomes to U.S.-China talks; and can May/Corbin do a Brexit deal? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tariff threats spook global markets; China’s response; and highlights from capitalist Woodstock. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: It’s jobs day; Fedspeak coming up; and IPO watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big appetite for Beyond Meat IPO; futures look past Fed meeting; and Iran feels pinch from oil ban. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed meeting puts Powell in hot seat; Apple comeback; and bulls take charge. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: G.E. profit triples, Apple earnings next; futures steady after fresh highs; and Eurozone economy rebounds. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks hover near record highs; Trump wants cheap oil, Saudis want higher prices; and Boeing CEO to pitch 737 Max comeback.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. GDP data, more earnings to highlight Friday trade; Deutsche Bank profit surges but full year revenue target cut; and Japan eyes possible GDP retraction as Q1 factory output declines. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powerful earnings and U.S.-Japan trade talks on tap; Bank of Japan leaves policy unchanged, updated guidance; and huge German bank merger stalls. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Microsoft, Tesla in full earnings slate; Treasury yields lower after stronger earnings; and report: CBS CEO search complicated by concerns of looming merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures tepid as investors await earnings jolt; Goldman Sachs sticks to its Q2 crude oil price view; and Patricio’s focus at Kraft Heinz: ‘dusty’ brands, organic growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Oil spikes, futures lower ahead of earnings push; Tesla will webcast autonomy day; and Samsung cancels Galaxy Fold launch event. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Pinterest, Zoom test red hot IPO market; futures point to slight losses and more gloom for German manufacturing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets poised to rise as Q1 earnings roll on; U.S.-Turkey deadlock over Russia missile dispute continues; and Qualcomm, Apple, drop all litigation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Next round of corporate earnings; U.S. bank results underwhelm; and the four biggest economies haggle over trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures take breather ahead of earnings; U.S.-China trade talks near final round; and Draghi takes aim at Trump as he targets Fed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Get ready for earnings season; strategic energy combination; and Tesla now offering Model 3 leases. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Milestone reached for U.S.-China trade relations; Brexit extended to fright night, time’s up for May?; and Amazon listening to what you tell Alexa.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brexit delay at emergency E.U. summit; futures higher ahead of Fed meeting, ECB minutes; and Canada latest to issue tariff rhetoric. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. turns up trade heat on Europe; another cloudy outlook from the IMF; and May, Merkel, Macron. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Pinterest begins marketing for IPO; Wall Street lower, oil hits new highs; and Britain takes leading role in regulating big tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs report reveals latest on the economy; trade progress pushes futures higher; and border open now but tariff threat looms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Preliminary 737 Max crash report released; futures stall as trade talks continue; and Parliament acts to block no-deal Brexit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks advance as trade talks resume; limiting economic damage if border is closed; and oil continues advance above $60. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crisis talks held over Brexit deadlock; futures pause after Monday’s rally; and more Boeing planes get grounded. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China factory rebound propels equities; another day, another Brexit vote; border threat looms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Lyft begins trade after pricing IPO at top of range; equities get boost from trade talks; and stock market’s best quarter in 10 years. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Yield curve, trade talks, GDP; next steps for Brexit unknown; and Lyft set to price its initial public offering. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Boeing, Capitol Hill shine spotlight on 737 MAX; US futures turn lower; and Renault eyes Fiat bid after Nissan merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks advance as bond yields edge higher; DOJ moves to strike down entire ACA; and legal health battle against opiod crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices
Futures down on Treasury yield curve inversion; YouTube exits Hollywood as Apple goes into show business; and Sterling slips as May faces possible coup. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: E.U. grants a Brexit extension, but not for long; Goldman Sachs cuts May’s deal chances to 50%; and Indonesia cancels Boeing jet order. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Levi Strauss' $6.2B return public; South Korean chip stocks boost KOSPI; and Roche sues former execs over fraud. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed dot-plot balance sheet in focus; May to request Brexit delay; and investors react to Google’s foray into gaming industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Google takes on the video game industry; another positive session for Wall Street; and more calls for social media crackdown. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: German bank giants in merger talks; US futures open mixed with potential catalysts ahead; and Fidelity National Information Services to buy payment processor Worldpay. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: the pound gets a bounce from the latest Brexit twist, the market looks to finish a strong week, and the SEC files suit against Volkswagen. Learn more about your ad choices. Visit megaphone.fm/adchoices
Boeing has decided to temporarily suspend its fleet of 737 MAX planes, not much movement from U.S. stock index futures, and GE leaders lay out their 2019 financial forecast. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.K. lawmakers will vote today on whether Britain should leave the EU, It looks like another mixed session ahead for U.S. indices., and Boeing’s total losses since Monday are at 13%. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fate of Theresa May’s Brexit deal; tech rally driving global sentiment; and Boeing to deploy software upgrade. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crash puts spotlight back on Boeing; US futures mixed after worst week of 2019; and Nvidia to acquire Mellanox. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs report reveals latest on the economy; Asian stocks sink on weak China trade data; and FCC pauses T-Mobile/Sprint merger on new data. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks sluggish ahead of ECB; Euro GDP up; and DOJ hosts anti-tech scam summit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: US clears first depression drug in decades; US futures down, Europe/Asia mixed with China making big gains; and Carolos Ghosn out on $9 million dollar bail. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China slashes GDP growth target; Trump moves to curb India/Turkey unfair trade practices; and Barrick/Newmont Mining mull JV talks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S.-China trade deal in sight; Trump says economy doing well despite Fed activity; and top Vale executives resign after mining accident. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Retail earnings week comes to an end; US futures up as S&P nears major inflection point; and big news from Tesla. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Latest GDP reading in focus; South Korean futures and currency down after nuke talks collapse; and Starbucks rival Luckin Coffee setting up for U.S. IPO. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: A chance for North Korea’s economy; U.S. futures pointing to losses; and Vietnam companies sign deal with Boeing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell, pharma head to Capitol Hill; Congress to grill drugmakers over high prices; and SEC seeks contempt charge for Musk over tweet. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Monster rally in China after tariffs delayed; U.S.-British regulators move to ensure no Brexit disruption; and Barrick Gold proposes merger with Newmont Mining. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Central bank filled week; Dow up and again shooting for 26,000 milestone; Facebook cracks down on privacy issues. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Dow set to retake perch above 26,000; stocks edge higher after Fed affirms patience on hikes; and Lyft planning roadshow for IPO. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed minutes in focus after Powell pivot; Trump says China talks going well; and hedge funds load up on big tech in Q4. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Retail sector watch as Walmart reports earnings; US futures in flux awaiting new details from latest U.S.-China trade talks; and more closures in the retail sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Dow looks to reignite winning streak; China data shows export and domestic demand weakening; and Lampert steps down as Sears’ board chair. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another Brexit drama in the making; U.S.-China trade progress boosts U.S. futures .4% overnight; and Airbus says goodbye to superjumbo jet. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade optimism extends equity rally; US national debt tops $22 trillion; and Japan sets up new big tech watchdog. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks boosted by deal to avert shutdown; Market watchers will tune in to Powell speech today; and Senate proposal to discourage company share buybacks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S.-China trade talks resume; Shanghai Composite rises after holiday break; and Netflix takes best film at BAFTA. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump’s China caution deflates investors on edge over trade; Trump to ban China telecom equipment over cyber threats; and Jeff Bezos accuses National Enquirer of blackmail. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: Subaru slashes profit guidance; May in Brussels for Brexit talks; and Novartis CEO calls for halt on rebates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: State of the markets; Asian stocks gain post-Trump speech; and Disney delivers top consensus Q1. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Europe stocks rise, U.S. set to open in the green; EU businesses at weakest growth rate since mid-2013; and Alphabet drops after hours in wake of Q4 report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets begin week with subdued start; earnings season hits halfway point; and Sears’ unsecured creditors get their day in court. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: 100 months of job creation; weak Chinese data leading U.S. futures into red; and GE shares spike on Q4 beat. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings season kicks into high gear; Stocks hug flatline post Fed remarks on being patient on any moves; and Samsung warns of weaker earnings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets await Powell, Fed decision; Brexit drama continues; and Apple reports Q4 beat. Learn more about your ad choices. Visit megaphone.fm/adchoices
Drama heats up in the House of Commons tonight, U.S. stock index futures inched between small gains and losses overnight, and PG&E is preparing to name its chief restructuring officer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Global shares are starting the week on the back foot, the percentage of actual EPS above estimates (71%) in the S&P500 is equal to the five-year average, and metal prices are in focus this morning after some market-moving news. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Senate looks to break shutdown deadlock; Asian markets gain on U.S.-China talks; and China approves 2 mobile games for Tencent. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: All eyes on Draghi’s Eurozone risk outlook; China adds gold to help cut dollar dependence; and Apple self-driving car initiative sheds 200 employees. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Subaru’s two-week shutdown; BoJ holds interest rates steady; and Fed probing Deutsche Bank over money laundering. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. stocks set for losses amid renewed global economic concerns; IMF downgrades global growth forecast; and firms line up to bid on Nestle’s skin health business.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Musk slashes Tesla’s workforce; global stocks climb on potential U.S.-China trade detente; and new Ghosn allegations from Mitsubishi. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Focus returns to earnings season; next round of China trade talks officially on; and United Launch Alliance announces final design review for flagship rocket. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Vote of confidence and Brexit’s next steps; U.K. inflation sinks to lowest level in 2 years; and Lampert prevails in Sears' bankruptcy auction. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Historic vote for Brexit future; stocks boosted on China stimulus measures announcement; and bank earnings get into full swing today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China data adds pressure to trade deal; shutdown the longest in U.S. history; and Newmont Mining acquires Goldcorp. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Volkswagon looks for auto sales crown; US futures mixed post-Powell speech; and Japan indicts Ghosn for a second time. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big day for Fedspeak; US futures point to first loss in five sessions; and Sears Chairman Eddie Lampert submits revised $5 billion dollar takeover bid. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Government shutdown enters day 19; shutdown put US sovereign credit rating on watch; and Apple’s Cook optimistic about the tech giant’s future. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: US-China wrap up trade meeting; Trump to address nation about border wall; and CES showcases state of the art new tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Asian markets gain on trade talk optimism; trade talks with China begin; and Nvidia launches lower-priced graphics card. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs report and Powell speech; market rebound on US/China trade talks announcement; and Apple shares have plunged 39.1 percent since October.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Apple warning rattles Wall Street; Asian flash-crash overnight; and Apple suppliers have a rough day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks skid into 2019 with slowdown fears; Trump/Democrats at an impasse over border wall funding; and drugmakers hike prices to kick-off 2019. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: 2018 comes to a close; U.S. futures rallying; and Austria to levy big tech taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: The market rollercoaster rides on, the US government shutdown continues, and the bell tolls for Sears. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wednesday marked the biggest post-Christmas rally for U.S. stocks ever, a U.S. trade team will travel to Beijing to hold talks with Chinese officials, and India will ban e-commerce companies from selling products in which they have an equity interest. Learn more about your ad choices. Visit megaphone.fm/adchoices
Traders returning from the holiday are sending U.S. futures higher, gold climbs to a six-month high, and Amazon customers made this holiday season record-breaking with more items ordered worldwide than ever before. Learn more about your ad choices. Visit megaphone.fm/adchoices
Following the worst week for stocks since the financial crisis, U.S. stock index futures are getting a little bounce, President Trump’s White House advisers are discussing arranging a meeting between him and Fed Chairman Jay Powell in the coming weeks, and marking its first national security space mission for the U.S. military, a SpaceX rocket blasted off from Florida's Cape Canaveral on Sunday. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Shut down fears add to market turmoil; Spain hikes minimum wage 22 percent; and Facebook is working on a cryptocurrency. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Did Jerome Powell poke the bear; Sweden hikes interest rates for first time in 7 years; and Tokyo court rejects request to extend Ghosn’s detention. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: One rate hike over the line; Italy reaches informal agreement with EU over budget plan; and Softbank plunges in IPO debut. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Bruised stocks look to Fed for relief; oil tumbles 4 percent overnight; and Qualcomm accuses Apple of violating China court order. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: ABB power deal; budget battles continue in Congress; and Obamacare headed for higher court review. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: Stocks give up ground heading into the weekend, China’s retail sales growth slows, and Apple pushes a software update to address Qualcomm patent concerns.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: The European Central Bank is expected to stop stimulus today, Softbank is replacing its Huawei equipment, and Apple increases its US investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: Theresa May will face a no-confidence vote this evening; President Trump would "certainly intervene" in the DOJ's case against Huawei CFO Meng Wanzhou if it would serve national security interests or help close a trade deal with China, and The House Judiciary Committee grilled Google CEO Sundar Pichai yesterday on a wide range of issues. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The screws tighten on Brexit manuevering, Emmanuel Macron addresses the Gilet Jaune demonstrations, and a Canadian court considers whether Huawei’s CFO can post bail. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks across the globe are flashing red; China's trade surplus with the U.S. jumped in November, and China's foreign ministry called in the U.S. ambassador on Sunday to lodge a "strong protest" over the arrest of Huawei CFO Meng Wanzhou in Vancouver. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Jobs report takes center stage; OPEC-Russia oil production curb talks continue; and Bitcoin plunges as SEC delays ETF decision. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Huawei arrest and OPEC troubles; risk of a no-OPEC deal; and France to tax tech giants. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Santa rally stuck in the chimney; which markets are closed for Bush day of mourning; and EU finance ministers fail to agree on digital revenue tax. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sterling rallies on latest Brexit development; France to suspend fuel tax after protests; and 3-way race for world’s most valuable public company. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock markets around the world are in rally mode; Canada's largest oil producing province has ordered an unprecedented output cut, and China has agreed to reduce and remove tariffs on cars coming into China from the U.S. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: stocks drift lower as traders watch G20 smoke signals, Marriott reveals a database breach, and At&T talks Time Warner Plans. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crude oil prices drop below $50 a barrel for the first time since October 2017; U.S. stock index futures are pulling back after a stellar session on Wednesday, and after a decade at the helm of Unilever, CEO Paul Polman has announced his retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell’s most significant speech yet; U.S. futures jump ahead of Powell speech; and SEC chair wants better market surveillance and custody before Bitcoin ETF. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stakes raised in U.S.-China trade war; Cyber Monday’s 7.9 billion take the largest shopping day in U.S. history; and Microsoft briefly tops Amazon as largest publicly-traded company. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Futures rebound after Black Friday losses; EU backs Brexit but Parliament passage uncertain; and Anti-trust Apple App Store suit hits SCOTUS. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: Black Friday looms large even as it gets longer, stock index futures have a Thanksgiving hangover, and Nissan reviews its Renault partnership. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: EU’s first step toward fining Italy; May meets Juncker in bid to finalize Brexit; and prosecutors mull charges against Nissan over Ghosen arrest. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tech slump submerges stocks in Red Sea; record breaking number of Americans expected to travel this Thanksgiving; and Bitcoin tumbles 20 percent overnight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Blow to the Renault-Nissan-Mitsubishi alliance; no confidence vote nears for Theresa May; and Apple is down premarket over iPhone production slowdown. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Another down day for tech; Brexit volatility continues as no confidence vote expected for May; and BlackBerry acquires AI company. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Pound plunges amid Brexit backlash; May leadership hangs in balance; and Bitcoin tumbles. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Draft Brexit deal reached; OPEC mulls larger cut for 2019; and Pacific Gas & Electric targeted in deadly California wildfire. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Amazon selects New York and Virginia as locations for HQ 2 and 3; Apple, global growth and the Fed led to Monday’s market rout; and Google plans to double New York City workforce. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Saudi Arabia to slash oil exports; Sterling falls amidst Brexit volatility; and Alibaba scores $30.8 Billion on Single’s Day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Crude growls into bear market; Saudi think-tank studies effects of an OPEC breakup; and Disney posts record Q3. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed expected to leave rates unchanged; China reports strong trade data; and Tesla independent director Robyn Denholm to take over for Musk. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Strong open after midterm forecast consensus proves correct; elections dim chances for Trump fiscal initiative; and big oil celebrates political victories. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Midterms and the markets; volatility looms over expected divisive outcome; and 2 more states could okay recreational marijuana. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Iran defiant as U.S. imposes sanctions; U.S. futures hugging flatline ahead of midterm elections; and Amazon narrows list of cities for new HQ. Learn more about your ad choices. Visit megaphone.fm/adchoices
A weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, FDA decisions, Barron's mentions, and other key events that could impact stocks, to set you up for the week ahead in the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. job growth likely rebounded in October; global stocks boosted as U.S.-China near trade agreement; and Apple slumps 7 percent on missed iPhone sales. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Apple Q4 rise in revenue expected; strong open for US market; and Apple eyes iHeart Media tie-up. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Bulls pin hopes on market rebound; Chinese equities tracking gains on Wall Street; and Samsung posts record profit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: S&P closes in correction territory; Chinese shares recoup earlier losses; and Facebook earnings a potential FANGs catalyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: IBM dons red hat to catapult into cloud; Merkel’s leadership in question post-election; and Asia/Latin America eye taxing Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
The big story last week was that major indexes are down sharply on the year, despite some strong earnings reports from major players. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: buckle up as stocks are due to take another leg down, FAANG stocks take a hit, and the U.S. government looks at spectrum strategy Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stock sell-off gets worse, Asian markets see heavy losses, and Tesla reports its biggest quarterly profit ever. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing, Business, Stock Market, Wall Street, market volatility, Fed, Trump Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: stocks are set to open much lower, Turkish and Saudi tensions continue to rise, and Facebook executives continue to churn. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Italian debt yields plunge overnight amid economic uncertainty, Shanghai boosted after President XI vows unwavering support; and Fiat Chrysler sells its Magneti Marelli division for 6.2 billion euros. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade war taking its toll on China; market chaos over rate-hike fears; and Tesla launches $45k Model 3 sedan. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets under pressure on future Fed hikes; May hints at Brexit delay; and Facebook shareholders move to oust Zuckerberg. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: With 5 months to go, Brexit hangs in the balance; US to open trade talks with the EU, UK and Japan; Pot stocks on watch as recreational use kicks off in Canada. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Economic data, earnings give U.S. futures a bump; Fed posts $779 billion dollar deficit; and more desertions from Davos in the desert. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sears files for bankruptcy; global stocks in the red amid U.S.-Saudi tensions; and aerospace and defense M&A is on the rise. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Q3 begins amid interest rate backup and Wall Street sell-off; China hits record trade surplus with the U.S.; and SEC chair in no rush to change quarterly reporting requirements. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stock rout continues after major sell-off; devastating Hurricane Michael still menacing the Southeast; and Sears fails to pay vendors as bankruptcy looms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hurricane Michael roars into the Florida Panhandle; Treasury yields continue upward march; and Sears prepares for bankruptcy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: All eyes on Treasuries; Trump/China spar over trade ahead of G20 summit; and Google set to unveil new hardware offerings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Brazil stocks up post-’Tropical Trump’ 1st round election win; markets stay open for Columbus Day; and Apple denies microchip attack in letter to Congress. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets anticipate September jobs report; EU Brexit negotiators say deal is close; and Unilever scraps plans for Netherlands headquarters. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. yield surge puts investors on edge; Russia, Saudi Arabia quietly agree to oil output increase after Trump criticism; and Amazon workers may be worse off after wage hike. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big day for Fedspeak; Italy bows to EU budget pressure; and Amazon hikes minimum wage. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Italy turmoil spooks markets; Tories talk Brexit at annual conference; and GE shares soar after new CEO announcement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S.-Canada trade accord reached in the nick of time; China cancels annual October security meeting; and Facebook facing $1.63 Billion in EU fines over data breach. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tesla tops headlines again as SEC sues Musk; Japan’s Nikkei hits 27-day intraday high; and Google CEO meets with Republican lawmakers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Financial stocks in focus as markets parse Fed comments; global stocks decline following Fed hike; and a big change for Toyota’s dealership model. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Hiking day for the FOMC, Asian markets gain ahead of the FOMC meeting; and Ontario is poised for a new marijuana legalization law. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Instagram founders out of Facebook; China complains negotiations aren’t equal; and Tesla began building its own car carriers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Latest U.S.-China tariffs take effect; they spare many high-profile consumer tech items; and Comcast wins Sky auction. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks back at record highs; US/Canada not close to closing NAFTA deal; and crowds, albeit smaller than last year, line up for new Apple products. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sky takeover settled by rare auction; China to cut tariff rates, won’t devalue currency; and Japanese crypto exchange Zaif the latest to be hacked. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks track higher as trade anxiety fades; analysts fear a Chinese bond selloff as a retaliatory measure; and Alibaba announces new chip subsidiary. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Markets shrug off fresh trade salvo; Florence fallout expected to total 17-22 billion dollars; and Netflix ties HBO in Emmy awards. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The next phase to the trade war; how China could retaliate; and fallout from Florence. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Carolinas brace for Hurricane Florence; another storm rages in the Pacific; and multiple gas explosions in Boston bring NiSource shares down premarket. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: EU, UK and Turkey central banks to announce policies today; Hurricane Florence downgraded to cat 2; and the Great Crypto Crash of 2018 extends collapse. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: Apple expected to go big at its new launch event, Canada may open up its dairy market for NAFTA, and tech companies face scrutiny on both sides of the Atlantic. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China asks for WTO sanctions on the US, oil prices climb higher, and Renesas buys IDTI. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Sweden faces coalition talks; Hurricane Florence threatens Mid-Atlantic coast; and Moonves steps down amid new sexual misconduct allegations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The August jobs report is due this morning, President Trump holds off on a shutdown, and Robinhood eyes an IPO. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: US stock index futures are pointing to a rebound, China warns on tariffs, and crypto prices take a hit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Big tech to testify before Senate; U.S.-Canada NAFTA talks continue; and J.D.com CEO Richard Liu accused of rape. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Oil turns bullish to start the month; Tropical Storm Gorden to make landfall in the Gulf Coast; and JD.com founder back in China after a sexual misconduct arrest in the U.S. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Last push for trilateral NAFTA; Trump snubs EU car tariff offer; and Coca-Cola acquires Britain’s biggest coffee chain. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Argentina's peso tanks; NAFTA negotiations continue; and Moody's downgrades Ford. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Efforts continue to update NAFTA; US Q2 GDP estimate revised down, and Aston Martin plans London Exchange IPO. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Canada eager to seal trade deal; some details of the deal revealed; and China mulls dropping childbirth restrictions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S.-Mexico near new NAFTA deal; Powell’s reassuring comments boost U.S. futures; and Tesla down after Musk scuttles bid to take it private. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Powell to center stage at Jackson Hole; no progress in U.S.-China trade talks; and tech giants meet to combat election manipulation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade war escalates with tariffs; Wall Street unfazed by political turbulence; and Sears to shutter 46 more stores. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Market caution amid political worries; Fed minutes today minus rate hike; and Xiaomi shares up into first earnings report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Is this the longest bull market in U.S. history; gold rises against weak dollar; and Microsoft unveils latest guard against Russia hacking political groups. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Greece emerges from bailout odyssey; Turkey remains defiant over freeing pastor; and PepsiCo is acquiring SodaStream. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. stocks poised for a breather after yesterday’s spike; China propping up yuan ahead of U.S. negotiations; and Musk calls year ‘excruciating’, no plans to stop tweeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. and China back to the table; U.K. retail sales on the rise; and Amazon invites Euro insurance firms to participate in a price comparison website. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Turkey fires back with tariffs; China files complaint with the WTO over U.S. solar tariffs; and the Tesla board tells Must to stop tweeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Currency jitters ease; key reports reveal the effects of US tariffs on China’s economy; and Coca-Cola is acquiring a minority stake in BodyArmor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. likely to follow global stocks lower as Turkish lira tumbles; North and South Korea to meet next month in pursuit of more economic cooperation; and earnings season winds down with a few more big names to report this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Contagion concerns erupt from Turkey; EIA sees oil volatility as Iran sanctions take effect; and Qualcomm settles with Taiwanese regulators. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: A new round of U.S.-Japan trade talks; a first reading of the impact of China’s retaliatory tariffs; and major US airlines bend to China’s demand on scrubbing the name Taiwan from systems. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: S&P 500 nears record high; Ohio special election too close to call; and Amazon to launch curbside pickup at select Whole Foods. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: U.S. sanctions reimposed on Iran; Turkey to go to DC to resolve detainee issue; and all major platforms but Twitter ban Alex Jones. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Buckle up for a protracted trade war; Trump says US has upper hand; and Apple removes infowars content. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Good job numbers may suggest a robust economy; amid US trade spat, China cedes 2nd largest stock market crown to Japan; and 19 states oppose Trump over fuel efficiency standards. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks down over escalating US/China trade dispute; UK to hike rates despite weakening outlook; and Google dispels notion it would release censored version in China. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Fed says no rate hike; US/China trade pulling markets from both directions; and Apple hits $1 trillion dollars. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: The Bank of Japan sticks to crisis-era stimulus; the Eurozone economy slows to 1.4 percent; and Sony posts a strong quarter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories this morning: Central banks take center stage; Mnuchin says sustained 3 percent growth for 4-5 years; and CBS to discuss Moonves sexual harassment investigation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Economists foresee bumper GDP; China trade measures moving through Congress; and Amazon forecasts strong fall sales. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Facebook takes the FANGs out; Key talks on U.S.-E.U. trade and Royal Dutch Shell launches $35 billion dollar buyback program. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Trump/Juncker in trade talks; EU reciprocal tariff threat; and Sergio Marchionne passes away. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Global bond prices under pressure from central bank chatter; Iran threatens U.S. over oil exports; and US futures get a boost from overseas fintech performance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Earnings season kicks into high gear; Bank of Japan may change its quantum easing program; and a gravely ill Sergio Marchionne to leave key positions post-surgery. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Trump ups ante in China trade war; Japan prices sluggish despite aggressive easing; and Comcast bows out of bidding war with Disney. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Amazon tops $900 billion in market value; Brexit negotiations in Brussels today; and the Justice Department wants expedited appeal of AT&T/Time Warner merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Google faces record $5 Billion fine over Android; Theresa May retains grip on Brexit process; and Novartis and Pfizer agree to no more U.S. price hikes this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Fed delivers semi-annual monetary policy; Brexit-related customs bill passes in House of Commons; and Bezos shatters wealth records. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The Farnborough International airshow kicks off today; Trump to meet with Putin; and trade movement is up in China after US lifts ban. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Bank earnings on the radar; President Trump meets with May after threatening to kill trade deal over soft Brexit; and the Justice Department appeals decision to allow AT&T/Time Warner merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: NATO agrees to step it up after the Trump tirade; Trump kicks off a 2-day visit to the U.K.; and Papa John’s founder resigns over racial slur. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks down on Trump Threat of more China tariffs; China slams threat as “completely unacceptable”; and Twenty-First Century Fox to buy Britain’s Sky. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Tough Senate fight ahead For Trump SCOTUS pick; Oil rises ahead of supply shortage concerns; and China to raise anti-dumping tariff rates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Wrench thrown in to Brexit plans; Trump to announce Supreme Court nominee; and Xiaomi opened down on its first day of trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: First shots fired in the US/China trade war; Brexit showdown in the UK and today’s jobs report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Clock ticks down to next tariff round; The Fed’s June minutes may reveal future hiking plans; Jaguar Land Rover issues Brexit warning. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Global markets look for footing ahead of tariff showdown; Trump tones down WTO rhetoric; and auto sales out today are expected to have increased 3.4 percent last month. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Global stocks are in the red; the EU threatens retaliation over auto tariffs; and Tesla hits target production pace. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trudeau marks Canada’s birthday with new US tariffs; China releases list of prohibited foreign investment industries; and Walgreens debuts on the Dow. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Second round of bank stress tests; Q1 GDP expected to show 2.2% growth; and Equifax avoids fines over 2017 data breach. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Oil back above $70; Migrant policy failure in Germany; and Facebook abandons drone Internet delivery plans. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: GE plans to spin-off its healthcare unit; Chinese stocks enter bear territory; and a federal judge granted a big oil motion to dismiss lawsuits for oil companies to pay for climate change. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks start week on the back foot with Trump to unveil twin China initiatives; Trump also extends trade warning to all countries with artificial tariffs; and GE to sell-off its gas engines business. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: OPEC showdown after oil output; EU retaliating against Trump tariffs; Airbus to exit the UK over Brexit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Fed to publish first set of QE results; China ratchets up trade war rhetoric; and Instagram targeting Youtube with video app. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: GE booted from the Dow; Trump threatens escalation in China trade war; and cryptocurrencies fall after another hack. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Chinese markets are leading losses globally; Kim Jong-un arrives in China today; and Trump exempts Apple from tariffs. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Markets are in the red over China’s tariff retaliation; An earthquake rocks a key Japanese industrial area; and France mulls fining GE over job production failure. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China vows quick reaction to US tariffs; NAFTA talks to continue through summer; and China yet to approve Qualcomm’s NXP Semiconductors acquisition. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: The European Central Bank weighs ending its QE program; economic slowdown in China; and Comcast preps 21st Century Fox bid. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The Fed prepares to hike interest rates; Crude price unlikely to rise as much as last year; and Court greenlights AT&T-Time Warner merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: US futures unaffected by the US-North Korea summit; Trump optimistic on improving relations with Iran; and the AT&T-Time Warner deal goes through today. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Euro rally on Italian no-exit assurances; Trump Refuses G7 trade pledge; and the crypto market fell after exchange hack. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Risk aversion has returned ahead of a tense G7 summit; and China’s U.S. trade surplus jumped in May. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: US futures rising higher; EU members threaten Trump over tariffs, Iran and the climate accord; and the EU is poised to penalize Google. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: The ECB will end its bond-buying program; India’s central bank has raised its policy rate; and Facebook makes data-sharing partnerships with Chinese firms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Tesla shareholders will vote on critical executive decisions; Mexico set to impose steep pork tariffs on the U.S.; and Apple share price hits an all-time high. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Global stocks go green following robust May jobs report; China says all trade deals are off if US introduces tariffs; and Facebook under fire again over data sharing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed rate hike odds dampen despite steady economy; US facing reciprocal moves from Canada/Mexico over tariffs; and S&P Global cuts Deutsche Bank’s rating. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: Trade war looms between the U.S. and E.U.; energy price spike and Facebook has shareholder meeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: The Fed to begin rolling back the Volcker Rule; Trump moving ahead on China tariffs; and Disney shares are down 2.5 percent post-Rosanne cancellation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Italy’s failure to form a governing coalition seen as referendum on the EU; the EU shifts funding priorities; and Canadian banks hit by cyber attacks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: New EU data privacy rules take effect; trade talks with the US and China begin; and Netflix tops Disney in market cap. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: China vows to defend its rights and interests in trade talks with the U.S.; North Korea threatens to scuttle its summit with Trump; and the DOJ probes cryptocurrency manipulation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: US futures are opening in the red after Trump cast doubts on his North Korean Summit and China trade talks; the Fed is divided over yield curve and inflation; and Softbank to sell its Flipkart stake to Walmart. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Top Stories Today: The European Parliament will question Mark Zuckerberg; US/China trade tensions continue to ease; and the two countries have made a deal to save ZTE. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Stocks, oil and the dollar are boosted by eased U.S./China trade tensions; Venezuela's Nicolas Maduro’s election seen as illegitimate; and GE is prepping to sell its transportation business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: China denies offering to cut the U.S. trade deficit; NAFTA countries are nowhere near a deal; and PayPal buys into point of sale transactions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Government borrowing continues to escalate; the EU may move to protect companies doing business with Iran; and China approves Toshiba’s chip unit sale to a group led by Bain Capital. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s top stories: Mexico sees slim chances for a new NAFTA deal; the IEA expects the oil price spike to take a toll; and Amazon fires a new salvo in the supermarket wars. Learn more about your ad choices. Visit megaphone.fm/adchoices
US futures are hinging on retail sales, the housing market, and speeches from Fed officials; China and the US are still at loggerheads over trade; and Vodafone is down premarket post its CEOs announced retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: US futures are all in the green before China trade talks; the Fed’s Mester says it should keep gradually raising rates; and Trump tweeted about helping China’s struggling ZTE. Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump talks drug prices; U.S. and Chinese officials talk trade disputes; and Blockchain Week kicks off in New York Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: The Bank of England will release its monetary policy decision and other data; California will require solar panels on all homes; and Comcast will include a $2.5 billion dollar breakup fee for 21st Century Fox entertainment assets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Crude oil topped $71 dollars per barrel overnight; European and Iran leaders will meet after President Trump pulled the U.S. out of the Iranian nuclear accord; and Disney shares ticked up slightly after a strong first quarter report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Investors await President Trump’s Iran nuclear deal decision; the US has issued Venezuelan sanctions to those with ties to President Maduro; and Takeda is set to acquire Shire. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Crude oil rose above $70 per barrel overnight; Qatar is accelerating economic reforms; and Warren Buffett sounded off on cryptos and other topics at Berkshire’s annual meeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: investors await a new jobs report, China-U.S. trade talks ended where they started, and Berkshire Hathaway ups its Apple stake, Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: the U.S. and China talk trade, Tesla’s earnings call catches attention, and Walmart’s shopping list is on analysts’ minds. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: The Fed is expected to hold steady this afternoon, Apple reports a big beat, and Facebook goes dating. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: The U.S. dollar has broken into positive territory; President Trump is delaying a decision on steel and aluminum tariffs; and BP is up premarket thanks to the oil recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Sprint (S) and T-Mobile (TMUS) have agreed on a merger; personal consumption expenditures are expected to be 2 percent; and in the U.K. J Sainsbury (JSAIY) and Walmart’s Asda (WMT) have agreed to merge. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: North and South Korean leaders meet to pursue complete denuclearization of the peninsula; the Bank of Japan kept monetary policy steady overnight; and Amazon had a strong first quarter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: The European Central Bank’s latest developments; the EU is monitoring aluminum imports to determine the impact of US tariffs; and digital advertising gave an almost $12Billion dollar boost to Facebook’s first quarter revenues. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Facebook is set to impress In its first post-Cambridge Analytica earnings report; Volatility hit crude oil prices as Trump and Iran traded words over its nuclear activity; and Comcast’s bid for Sky is official. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: Industrials are the focus on the earnings front; the Shanghai Stock Exchange and United Arab Emirates are teaming up on an international exchange; and Alphabet shares fell slightly after a 1st quarter beat. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: The 10-year US Treasury yield is approaching 3% percent for the first time in 4 years; North Korea is suspending missile tests ahead of talks with South Korea; and Flipkart investors favor Walmart. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: The IMF and World Bank commence their spring meetings in Washington, D.C.; the Treasury Department may move to block Chinese investment in sensitive technologies; and ahead of the recent Southwest Airlines plane crash this week the company clashed with GE over aircraft inspections. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Global markets are all up thanks to a commodities rally; financial stocks are trailing the S&P 500; and Procter & Gamble announced its buyout of Merck-Gah’s Consumer Health Unit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Tesla is aiming to double its Model 3 production; Theresa May’s Brexit strategy is at risk; and EU Facebook users will have to accept targeted ads. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: The Supreme Court is set to rule on states’ online sales tax; China reports strong economic growth in the first quarter; and the Commerce Department imposed a sales ban on ZTE. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: The Russian market opened lower amid tensions over Syria; the U.S.-led strikes may have given a boost to defense stocks; and Netflix is up heading into earnings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Banking earnings are set to provide a welcome boost to the S&P 500; China sees its first trade deficit in over a year; and President Trump is investigating Amazon over US Post Office losses. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: markets look to be tested as trader’s assess first quarter results; the Fed expects a strengthening economy and rising inflation; and GE is exploring an IPO to avoid higher taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Investors will gain insight on the Fed’s feelings today; HUD will grant Puerto Rico an unprecedented amount to rebuild after Hurricane Maria; and investors like Mark Zuckerberg’s testimony to Congress. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: China President Xi Jinping eases tariff tensions; the U.S. budget deficit is set to soar past $1 trillion dollars; and all social media eyes are on Mark Zuckerberg as he testifies before Congress. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: U.S. stock futures are all opening in the black; rising crude prices means rising gasoline prices; and Deutsche Bank CEO John Cryan is out after three years of consecutive losses. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to our weekly Stocks To Watch report. This features the key stocks that may be in the news in the week ahead. Facebook, trade, and Saudi Arabian expansion look to be key themes this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: this morning’s job report is expected to grab the market’s attention; President Trump threatens tariff escalation; and Sheryl Sandberg talks up a paid Facebook product. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: U.S. futures are set to rise as Larry Kudlow indicates tariffs might be negotiated; J.M. Smucker goes pet food shopping; and Mark Zuckerberg responds to the Cambridge Analytica scandal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: US futures are in the red today over increased trade tensions; UK shop prices fall; and Facebook gets a price target cut. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: market watchers steel for Tuesday trade after a rough Monday; China warns the U.S. to not up the ante, and Spotify has a price. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: China retaliates against Trump’s tariffs, the OECD says don't worry about the robots yet, and the NYSE's parent goes to the Second City. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Top Stories: Brexit is now a year away, Amazon steps into the tech backlash, and CME goes shopping abroad. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories: equity markets hit another bump, Buffett rumors boost GE, and big tech names continue to draw fire. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: stocks return to green, Puerto Rico bonds rally, and Carlyle Group goes shopping. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: more trade talk and less trade war, pressure grows on US tech giants, and Citigroup is ready to grow again. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Wall Street Breakfast. Today's top stories: China snaps back, the market worries about White House turnover, and a competitor steps in as Steve Wynn fully leaves the scene. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Wall Street Breakfast. Today's top stories: trade doubts weigh on stocks, Facebook posts a status update, and legendary magazines go on the auction block. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's top stories on Wall Street Breakfast: Jerome Powell debuts in front of the press, Salesforce makes a buy, and Tesla falls into a bear market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today’s top stories: Saudi’s Crown Prince visits America, the EU expects to come to terms with the U.S., and the self-driving industry is shaken by a fatal accident. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Wall Street Breakfast: Today’s top stories: markets start the week slowly, Apple may be developing screens, and Mastercard and Twitter look cautiously at crypto. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Wall Street Breakfast. Today's top stories: it’s quadruple witching day, the Trump administration announces sanctions on Russia, and rumors swirl around Qualcomm. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Wall Street Breakfast. Today’s top stories: Unilever abandons the U.K., the Senate approves loosening of Dodd-Frank rules, and Disney shakes things up. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Wall Street Breakfast. Today’s top stories: Google cracks down on crypto and conspiracy theories, Walmart expands its online grocery delivery service, and the price of oil jumps on the firing of Rex Tillerson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to today's Wall Street Breakfast. Today’s top stories: the latest CPI comes out this morning, the Trump Administration blocks the Broadcom-Qualcomm deal, and Dropbox drops its IPO targets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Seeking Alpha's Wall Street Breakfast is now available in podcast form. In today's top stories, the EU and Japan talk trade with the US, President Trump eyes his next economic adviser, and Dow Chemical’s CEO steps down. Learn more about your ad choices. Visit megaphone.fm/adchoices