Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Copyright: © Copyright Seeking Alpha
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
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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%
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Analyst says production pushed to end of '27 or '28. (0:16) Jobless claims add more weight to a 25 bps September rate cut. (0:55) Asia sees first case of new strain of mpox. (2:08)
Show Notes
Morgan Stanley’s 20 Top Stock Picks
Lionsgate apologizes for fake film critic quotes in the Megalopolis trailer
Snowflake falls after 'good, but perhaps not enough' Q2 results
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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)
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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
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First-person game sees 2.2M concurrent players. (0:16) Yearly payrolls ended March revised down by 818,000. (1:28) Target rallies with positive quarterly comps. (2:45)
Show Notes
Oppenheimer’s top 32 ideas for August-September
Warner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passes
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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)
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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
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WHO's Europe regional director says authorities are aware how to control spread of mpox. (0:15) Lowe's issues lowered guidance. (1:18) Twitter buyout the worst finance deal for banks since crisis. (3:02)
Show Notes
S&P 500 buy and sell ideas for each of the sectors
Edgar Bronfman has reportedly raised $5.5B to bid for Paramount
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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)
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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
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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)
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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
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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
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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)
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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
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Retail sales allay recession worries with 1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49)
Show Notes
The 'battleground' stocks shorted by hedge funds, owned by many long-onlys
Alibaba posts mixed quarterly results
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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)
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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
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Retail inflation keeps declining, but rents prove stubborn. (0:16) Nike could be the next activist target.. (3:33) Premier League turns to AI for offsides. (3:58)
Show Notes
Victoria’s Secret stock soars on prelim earnings beat, new CEO
Nvidia, Coherent, Marvell, Apple supply chain updates
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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'
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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)
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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
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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)
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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’
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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)
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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.
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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)
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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
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Mars in advanced talks to purchase Kellanova (K) - WSJ. (00:21) Coca-Cola (KO) to pay $6 billion in IRS back taxes case, appeal ruling. (01:12) Chevron (CVX) moving to Texas, says California policies discourage investment and hurt consumers. (01:46)
Episode transcripts seekingalpha.com/wsb.
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Selloff rocks the globe as markets start the week in panic mode
Earnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and more
Buffett's Berkshire Hathaway cuts massive Apple stake by nearly 50% in Q2
Blame game: CrowdStrike hits back at Delta Air Lines over litigation threat
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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
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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)
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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
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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
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The Federal Reserve keeps rates unchanged, brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table. (0:50) Stocks rally, led by the Nasdaq. (1:52)
Show Notes
Favorite high-yield dividend stocks - BMO
Boeing names Kelly Ortberg as next chief executive
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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)
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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
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The company will unveil a new tool called AI Studio. (0:16) 'Deadpool & Wolverine' sets a box office record. (3:24) BofA says AI hype days are over. (4:32)
Show Notes
Procter & Gamble falls after organic sales miss expectations
PayPal boosts 2024 earnings and buyback guidance after strong Q2 beat.
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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)
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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
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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.
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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
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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.
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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Wall Street futures edge up as Biden drops out; China cuts rates. (00:24) Goodyear to sell Off-the-Road tire business to Yokohama for $905 million. (01:51) Woodside Energy to buy Driftwood LNG developer Tellurian in $1.2B deal. (02:07)
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Biggest stock movers today: RYAAY, CRWD, and more
Kamala Harris' potential impact on health care stocks
Quick service restaurants face disgruntled consumers and nervous investors
SA Asks: Which chip companies could weather an attack on Taiwan?
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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
Steven Bavaria Takes Investors Inside The Income Factory
Episode transcripts: seekingalpha.com/wsb
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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
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Restaurant M&A: Darden Restaurants (DRI) acquires Chuy's Holdings (CHUY) for $605M. (00:24) Warner Bros. Discovery (WBD) said to be weighing split of streaming, studio businesses. (01:41) Beyond Meat (BYND) said to talk with bondholders over restructuring. (03:03)
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Biggest stock movers today: NOK, TSM, and more
Netflix ad-tier growth in focus during Q2 earnings
Air-safety officials schedule 2 days of hearings about Boeing 737
Google, Samsung chatbot deal falls under EU scrutiny: report
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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
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Spirit Airlines (SAVE) dips on weak Q2 outlook, non-ticket revenue landed lower. (00:24) Spot ether (ETH-USD) ETFs likely to start trading as early as July 23 - report. (01:28) Musk moving SpaceX to Texas, calls California transgender law 'the final straw'. (02:14)
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Biggest stock movers today: SAVE, ASML, and more
Trumponomics: Trump details plan for economy, Wall Street and foreign policy
adidas raises its full-year outlook after robust Q2 performance
Warner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffs
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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
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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)
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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
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Goldman Sachs declares a quarterly dividend of $3 per shares. (0:16) The 30-year yield tops the 2-year for the first time since January. (1:26) Hedge funds keep selling tech. (8:10)
Show Notes
Raymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced In
Nvidia faces French probe over anti-competitive practices
Walmart continues to add more restaurant chains to its stores
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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)
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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?
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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
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Core CPI falls to the lowest level in three years. (0:16) Treasury yields tumble, along with the greenback. (1:45) Delta warns of lower fare discounting. (2:55)
Show Notes
S&P 'defiant' behavior
Pfizer advances development of once-daily weight-loss pill
Who could potentially replace Tesla in Magnificent 7?
MicroStrategy to execute 10-for-1 stock split
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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)
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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
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Goldman hikes target, but Bill Gross says Tesla trades like a meme stock. (0:16) Samsung's 'indefinite' strike. (3:20) Citi says take AI profit. (4:03)
Show Notes
Carvana adds features to make it easier to buy electric vehicles
Baidu climbs after Beijing proposes draft rules for robotaxis
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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)
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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
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Fed chief says 'elevated inflation is not the only risk.' (0:16) Mounjaro tops Ozempic in study. (3:32) Warren Buffett value indicator tops dot-com levels. (4:47)
Show Notes
Nvidia, Micron, others in focus as KeyBanc boosts targets after chip checks
Federal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banks
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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)
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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
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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'
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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)
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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?
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Major banks are the start of quarterly results. (0:17) Consumer inflation is expected to fall annually. (3:10) The big thing about Nvidia. (5:37)
Show Notes
Farewell to the famous Tropicana
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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
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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
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FTC sues to block Tempur Sealy's (TPX) $4B purchase of Mattress Firm. (00:23) EV maker Rivian (RIVN) has no production plans with Volkswagen - report. (01:42) Eli Lilly (LLY) wins FDA approval of donanemab for Alzheimer's. (02:27)
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Biggest stock movers today: PARAA, CVAC, and more
Deutsche Bank’s Fresh Money list for Q3
The stocks with the most extreme upside in Q2 - Piper Sandler
Skydance, NAI come to new deal on Paramount merger - WSJ
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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
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Paramount (PARA) (PARAA) talking with potential partners to merge streaming - CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn's (CONN) may file for Chapter 11 bankruptcy - report. (02:46)
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Biggest stock movers today: PARA, INCY, and more
Where Morgan Stanley sees pockets of safety as S&P 500 faces 'technical fragility'
Will BYD beat Tesla again in the EV sales race?
Salesforce shareholders reject pay package for CEO Marc Benioff, top execs
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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
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BlackRock (BLK) to buy data provider Preqin in $3.2B deal. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model - report. (02:04)
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Biggest stock movers today: SPR and LI
Surveillance network: FedEx, retailers said to be sharing AI camera feeds with cops
Rising drug costs force a third of Americans to leave prescriptions unfilled: report
A second Trump administration may be more lenient towards antitrust enforcement - JPMorgan
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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
Who Doesn't Feel Comfortable Owning Apple? Nvidia's Upside Volatility.
Earnings Calendar
Dividend Roundup
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Nike (NKE) cuts revenue growth forecasts as macro headwinds to have 'pronounced' impact. (00:27) Biden, Trump go back and forth over inflation at first U.S. presidential debate. (01:47) Equinor (EQNR) comes up dry in first Argentina offshore well. (03:11)
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Biggest stock movers today: NKE, DJT, and more
Meta may block news content on Facebook in Australia if forced to pay licensing fee
NFL ordered to pay $4.7B after losing Sunday Ticket antitrust trial
Tractor Supply shelves climate, diversity goals after pushback
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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
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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)
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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
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Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)
Show Notes
Goldman’s top 50 high Sharpe Ratio stocks
These 5 stocks in the S&P now have the highest prices following Chipotle's split
Whirlpool stock jumps as Bosch weighs takeover bid
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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).
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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
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Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55)
Show Notes
Airbus's stock falls more than 9% after cutting guidance
U.S. consumer confidence pulls back in June, but range-bound for past two years
Episode transcripts seekingalpha.com/wsb
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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)
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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
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United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion. (4:23)
Show Notes
Gap between growth and small-cap is huge, but don't call it a bubble
Micron sees price target raised at Citi, Wolfe ahead of earnings
CrowdStrike reaches S&P 500 Index five years after IPO
Episode transcripts seekingalpha.com/wsb
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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)
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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
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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
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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'
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Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)
Show Notes
Seeking Alpha Investing Summit insight
Nvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil'
Kroger rallies after topping Q1 estimates, backing full-year profit guidance
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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)
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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
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Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20).
Episode transcripts: seekingalpha.com/wsb
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Nvidia rises after Rosenblatt sets Street High PT of $200
Invesco sees two rate cuts this year while KPMG sees six in 2025; SA Summit
Apple's price target raised at J.P. Morgan on AI boost to iPhones
Tech bull market to last another 2–3 years
Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead
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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)
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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
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The Surgeon General calls for mental health warning on social media. (0:16) BofA gets more bullish on chips. (2:54) Evercore puts Street-high target of 6,000 on the S&P. (4:25)
Show Notes
Next Apple Watch likely to have larger screen sizes, be 3D printed
Five catalysts that could propel Costco even higher
Episode transcripts seekingalpha.com/wsb
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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)
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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?
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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
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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
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Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07)
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Biggest stock movers today: TSLA, AVGO, and more
Apple is not paying OpenAI for ChatGPT deal - report
Appeals court vacates ruling banning Amazon from firing pro-union workers
Ships will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO says
GameStop is holding its annual meeting. Does Ryan Cohen have a surprise ready?
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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 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
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Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24) Musk drops lawsuit against OpenAI: report. (01:31) U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16)
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Biggest stock movers today: ORCL, RTO, and more
No hot dog for you! Joey Chestnut banned from Nathan's iconic contest
Takeaways from Baird’s Global Consumer, Technology & Services Conference within Restaurants
Stocks with quality growth stories within Apparel, footwear and fitness - Baird
Changing energy market demands holistic view: Seeking Alpha Investing Summit Preview
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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
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Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16)
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Biggest stock movers: DXC, YEXT, and more
Is Nvidia primed for Dow inclusion after 10-for-1 stock split?
The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst
Tesla fails to convince judge to throw out self-driving complaint; Musk issues Apple ban
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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
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Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59) Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06)
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Biggest stock movers today: LUV, DO, KKR, and more
Adobe seeks to clarify new AI terms after users protest
Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now
Schwab Trading Activity Index rises slightly in May
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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
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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)
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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?
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The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)
Show Notes
Stocks with the largest market cap in the U.S. from the 1950s to today
Episode transcripts seekingalpha.com/wsb
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An advisory panel votes against ecstasy treatment for PTSD. (0:16) Services activity picks up. (1:34) You know what they call a Chicken Big Mac in Europe? (4:14)
Episode transcripts seekingalpha.com/wsb
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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)
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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
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OPEC+ overproduction and demand concerns are hitting crude prices. (0:16) Roaring Kitty getting kicked off of E*Trade? (1:25) Realty Income more bullish on investment volume. (2:27)
Show Notes
Goldman Sachs adds 5 stocks to its conviction list
Episode transcripts seekingalpha.com/wsb
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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.
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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
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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.
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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
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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
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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.
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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
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Q1 inflation was also revised lower, cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006. (2:02) Is the 60/40 portfolio back? (4:17)
Show Notes
Activist investor Nelson Peltz sells out of entire Disney stake
C3.ai soars as analysts praise AI-enhanced Q4 results, forecast
Episode transcripts seekingalpha.com/wsb
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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’
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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
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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.
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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
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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.
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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
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The health ministry cites adverse effects linked to compound versions. (0:16) Target falls on guidance. (2:44) The real AI boom darling (not Nvidia). (5:02)
Show Notes
BuzzFeed stock surges as Vivek Ramaswamy discloses 7.7% stake
Hybrid vehicle registrations outpace battery-electric vehicles in Europe again
Episode transcripts seekingalpha.com/wsb
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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.
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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
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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.
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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
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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
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Oil on watch as Iran president's death confirmed; Saudi king treated for lung infection. (00:28) China sanctions Boeing (BA) unit, two other U.S. defense firms over Taiwan arms sales. (01:39) Minnesota lawmakers approve minimum pay deal for Uber, Lyft drivers. (03:06)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers today: Mining stocks, LI and more
SEC unlikely to green-light spot ether ETFs this week
Earnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and more
SA Roundtable: Are Eli Lilly and Novo Nordisk overvalued?
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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
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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’
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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
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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
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AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to refinance debt. (03:49)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers today: CSCO, CB, and more
Winners and losers from the latest retail sales report
Netflix discloses ad-supported plan tops 40M users
Palo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customers
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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
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Comcast (CMCSA) reveals its own streaming bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary stock offering as Johnson & Johnson exits. (01:23) CVS risks losing up to 10% in Medicare memberships next year. (01:50)
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Biggest stock movers today: DLO, PBR, meme stocks, and more
Exxon makes new oil discovery offshore Angola - S&P Global
Boeing ran afoul of criminal settlement on 737 crashes, DOJ says
U.S. senators push for $32B in emergency spending on AI
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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
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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.
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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
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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
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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.
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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
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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
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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
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Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
Sony and Apollo group would shed a number of Paramount assets if their bid is successful. (0:16) Roblox tumbles on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting fencing ring. (4:48)
Show Notes
Investor bullishness is spreading beyond the stock market - SentimenTrader
Plug Power slides after posting larger than forecast Q1 loss
Episode transcripts seekingalpha.com/wsb
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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.
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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
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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.
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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
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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
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Lucid (LCID) erases intraday gains on downbeat Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates excessively, top forex official warns. (01:08) Boeing's Starliner (BA) launch delayed due to faulty valve. (02:26)
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Biggest stock movers today: PLTR, LCID, and more
BP p.l.c. misses top-line and bottom-line estimates; initiates Q2 and reaffirms FY24 outlook
BlackRock sees 3 reasons why stock investors should stay in the market in May
Amazon plans to invest nearly $9B to boost cloud infrastructure in Singapore - report
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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
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Up, up and away: Space investment in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be acquired by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need major fixes. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers today: Crypto stocks, MPW, LAZR, and more
Earnings week ahead: Disney, Palantir, Shopify, Uber, Plug Power and more
Paramount now in formal negotiations with Apollo, Sony over acquisition
Ford has an $80B beast under the hood. Will investors start noticing?
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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
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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.
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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
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Peloton also announces layoffs, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug price competition. (2:20) Second Boeing whistleblower dies. (3:28)
Show Notes
Ned Davis Research’s Crowd Sentiment Poll ends another long streak of optimism
Episode transcripts seekingalpha.com/wsb
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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)
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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
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Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)
Show Notes
Viking Holdings jumps 10% above its IPO pricing level in opening trading
Will April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?
Episode transcripts seekingalpha.com/wsb
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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)
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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
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The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)
Show Notes
Citi upgrades energy sector, says stocks can recover quickly from geopolitical jolts
Episode transcripts seekingalpha.com/wsb
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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)
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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
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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
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Philips (PHG) to pay $1.1B to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dollar LNG supply deal - FT. (01:53) Skydance makes 'best and final' offer for Paramount Global (PARA) - Bloomberg. (02:54)
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Biggest stock movers today: TSLA, PHG, and more
IPO watch: Cruise line operator Viking to go public as it looks to cash in on baby boomer buzz
Japanese yen rebounds on suspected intervention from Tokyo
Earnings week ahead: Amazon, Apple, Pfizer, AMD, Coca-Cola, Starbucks and more
MicroStrategy stands to flourish if it implements new accounting rules, analyst says
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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
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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.
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Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report
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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)
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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
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GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest outflows ever. (4:42)
Show Notes
David Einhorn: Gold demand from the East is pushing its price higher
Only 14 S&P stocks have a 3% yield and have climbed over 10% YTD
7 Stocks in Fin-tech and Payments Baird analysts like the most
Episode transcripts seekingalpha.com/wsb
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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)
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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)
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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?
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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
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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)
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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
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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
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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)
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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
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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
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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
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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?
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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'
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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.
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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
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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
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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
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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
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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.
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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
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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
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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.
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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
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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
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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)
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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
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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
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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.
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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
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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
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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
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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
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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.
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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
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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)
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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
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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)
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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)
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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)
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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
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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)
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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
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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
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'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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?
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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
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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.
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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.
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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
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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
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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.
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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
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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
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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)
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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
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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
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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)
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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
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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
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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)
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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.
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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
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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
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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.
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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
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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
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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
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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
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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?
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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
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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
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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.
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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
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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.
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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
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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.
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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
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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.
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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
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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
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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.
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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
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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.
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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
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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.
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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?
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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.
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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
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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.
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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
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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.
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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’
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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
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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.
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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
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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
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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)
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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
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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
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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)
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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
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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.
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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
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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
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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)
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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
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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.
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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.
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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
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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
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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
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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
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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.
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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
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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.
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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.
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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?
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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.
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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.
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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
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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.
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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?
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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)
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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
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.
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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)
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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.
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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)
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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.
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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.
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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)
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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)
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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)
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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)
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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).
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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
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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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%
SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial tumble. (0.39) Tesla cuts prices. (3:12)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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)
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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)
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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.
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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)
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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)
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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)
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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)
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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)
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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
Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32) Uranium prices soar. (3:05)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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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)
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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
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
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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)
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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
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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.
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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
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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
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
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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)
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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)
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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)
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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
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)
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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)
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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)
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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)
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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)
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'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)
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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)
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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
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
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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
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
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
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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
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
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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
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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.
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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
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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
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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.
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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
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
Vietnamese EV maker VinFast is ready to begin North Carolina plant. J&J launches Kenvue exchange offer. Are stock valuations justified amid rising rates?
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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)
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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.
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)
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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.
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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)
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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.
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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)
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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)
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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).
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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
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.
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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
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.
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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)
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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.
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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)
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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?
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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)
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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.
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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).
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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
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.
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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).
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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.
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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).
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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.
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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).
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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?
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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).
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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.
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UnitedHealth Is The Perfect Buffett-Style Ultra SWAN For This Recession
My Oh My, 3 Strong Buys (The 4th Of July Weekend Edition)
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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)
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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?
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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).
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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.
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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).
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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.
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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).
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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.
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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).
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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
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).
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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)
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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.
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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.
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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.
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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).
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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.
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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.
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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?
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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.
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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
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.
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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:
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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).
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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.
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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).
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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.
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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
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).
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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.
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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).
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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.
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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
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).
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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.
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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)
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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).
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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.
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Wall Street Breakfast on Twitter
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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
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?
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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.
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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).
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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).
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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
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).
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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).
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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.
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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
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.
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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.
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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.
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Wall Street Breakfast on Twitter
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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.
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Wall Street Breakfast on Twitter
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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.
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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.
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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.
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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.
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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).
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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.
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).
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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.
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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)
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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).
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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.
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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).
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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).
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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).
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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.
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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.
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Home Depot Earnings Preview
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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).
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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).
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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).
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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).
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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)
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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.
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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)
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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).
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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).
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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).
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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?
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).
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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
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.
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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).
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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
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).
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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).
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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).
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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).
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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.
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Steven Cress on Seeking Alpha
Quant Ratings
Top 5 Stocks For Earnings Season
Seeking Alpha Investing Groups
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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.
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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)
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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).
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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
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).
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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).
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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).
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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.
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Margin of Safety Investing
Dilution And M&A Coming To Banks
How To Avoid Losing Money Through The Volatility
Seeking Alpha Investing Groups
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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.
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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).
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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).
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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).
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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).
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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).
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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).
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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.
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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.
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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).
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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).
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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)
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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)
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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.
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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.
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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).
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Wall Street Breakfast on Twitter
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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).
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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).
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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).
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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
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.
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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.
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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).
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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).
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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
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).
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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).
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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.
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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.
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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).
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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).
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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)
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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).
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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).
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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.
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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)?
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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
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).
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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).
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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).
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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.
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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.
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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?
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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.
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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.
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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).
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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
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Investing Experts Podcast: The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research)
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.
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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.
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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
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.
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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.
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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.
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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.
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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.
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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
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.
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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.
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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?
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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
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.
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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.
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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.
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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.
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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.
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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.
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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/
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).
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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?
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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.
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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.
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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.
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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.
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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
Catalyst watch for the week of January 29. Seeking Alpha Senior Managing News Editor Kim Khan speaks with Julie Morgan about the upcoming FOMC meeting and gives a preview of Alphabet (GOOG) (GOOGL) earnings. In addition, Khan discusses Q4 GDP and what analysts are saying about a recession in 2023.
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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.
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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 Cybertrucks 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.
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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.
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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.
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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.
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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.
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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.
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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.
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.
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.
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.
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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.
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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.
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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.
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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.
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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.
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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!
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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.
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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.
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!"
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
'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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.