Wall Street Breakfast

Past week dominated by corporate earnings stories Feb 21, 2025

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).
Episode transcripts: seekingalpha.com/wsb
Show links:
Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Celsius surges on Alani Nu deal Feb 21, 2025

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Walmart gets cautious on the future Feb 20, 2025

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)
Show Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Palantir drops on defense cut memo Feb 20, 2025

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EV maker Nikola files for bankruptcy Feb 19, 2025

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)
Show Notes
Homebuilding stalls in cold January
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nike’s first-ever collab lifts shares Feb 19, 2025

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

GameStop plot thickens Feb 18, 2025

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)
Show Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Baidu slips as CEO missing from Xi meeting, Q4 beat Feb 18, 2025

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: INTC, DAL, and more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple to unveil new product, Walmart reports results Feb 17, 2025

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)
Show Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Earnings reactions and the next wave of AI speculation Feb 14, 2025

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)
Show Notes:
Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Biggest movers Airbnb, Roku surge as Twilio slides Feb 14, 2025

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
U.S. electricity demand growth through 2027 will be like adding another California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Market getting used to higher rates for longer Feb 13, 2025

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).
Show Notes:
Gold edges lower for second straight session, backing off all-time high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Reddit slips as costs soar Feb 13, 2025

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, RDDT, and more
Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report
'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation going the wrong way Feb 12, 2025

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)
Show Notes
5 reasons the Mag 7 are vulnerable
Citadel’s Ken Griffin slams Trump's trade rhetoric
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Super Micro gains on preliminary Q2 report Feb 12, 2025

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more
Schwab offers 24-hour trading to all retail clients - report
Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
DoorDash targets 2025 growth with focus on grocery, ads, and international expansion
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple and Alibaba team up on AI Feb 11, 2025

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)
Show Notes
EU aims for an AI continent
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Trump signs new order; GameStop eyeing Bitcoin? Feb 11, 2025

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).
Show Notes
Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Gold tops $2,900 for another record Feb 10, 2025

The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)
Show Notes
Super Micro Computer stock up almost 50% heading into earnings
Nvidia named Tactical Outperform by Evercore
David Tepper's Appaloosa beefs up China bets
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nippon Steel rethinks US Steel deal Feb 10, 2025

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to cut 400 employees from moon-rocket program. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: BP, X, and more
Disney beginning to worry about costs of Disney vacations: report
Here's why one economist sees no Fed rate cuts this year
Fed rate hike could come as early as June: Apollo’s chief economist
Find out more about Seeking Alpha's Virtual Analyst Reports here.

CPI set to show inflation 'stubbornly strong' Feb 09, 2025

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)
Show Notes
Earnings Calendar
Top 10 value stocks
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI earnings, tariff threats, and bellwether stocks Feb 07, 2025

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).
Episode transcripts: seekingalpha.com/wsb
Show links:
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

e.l.f. Beauty’s glow fades on weak guidance Feb 07, 2025

TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMZN, PINS, and more
Tesla increases Model X prices by $5,000 in the U.S.
Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target
Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

House reps target DeepSeek government ban Feb 06, 2025

Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)
Show Notes
BofA's top 10 growth stocks
Skyworks Solutions sinks on Apple plans
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

MicroStrategy rebrands, doubles down on Bitcoin Feb 06, 2025

MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: QCOM, F, and more
Intel partners with Japanese lab to build quantum computer: report
Enphase to move battery manufacturing outside of China, CEO says
Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Post Office quickly rethinks China package ban Feb 05, 2025

https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban
Show Notes
Fed’s hawkish lean and AI tech jolt shifting bull narrative
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alphabet slips as AI growth drives higher capex Feb 05, 2025

Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GOOG, AMD, and more
Trump's Gaza proposal would see U.S. takeover of the Strip
Shopping on Shein, Temu could get costlier as U.S. ends trade loophole
Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Soaring egg prices lead to emergency Waffle House measures Feb 04, 2025

Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)
Show Notes
Poll: Investors overwhelmingly disapprove of tariffs
Most bullish and bearish ETFs
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Palantir soars on earnings, outlook Feb 04, 2025

Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, SYNA, and more
Delta Air Lines partners with DraftKings on in-flight gaming entertainment
PayPal Q4 earnings expected to dip, revenue seen ascending
Trump wants Ukraine's rare earth minerals in return for U.S. support
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. and Mexico quickly reach tariff delay deal Feb 03, 2025

U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)
Show Notes
What do you think of Trump's tariff policies?
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tariff battles begin Feb 03, 2025

Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).
Show Notes:
Musk calls USAID 'beyond repair' as he moves to shut down aid agency
Stock index futures tumble as global tariff battles begin
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit Moomoo.com for more details.

No Groundhog Bump this year Feb 02, 2025

Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)
Show Notes
Palantir Earnings Preview
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DeepSeek! More Earnings! Trump! Jan 31, 2025

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).
Show Notes:
Meta Q4 2024 Earnings Call
Labor costs accelerate slightly in Q4 vs. Q3
Fed's preferred inflation gauge rises, personal spending surges in December
Tesla Q4 2024 Earnings Call
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil tariff exclusion Jan 31, 2025

Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00).
Show Notes
Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GDP cools as firms prep for tariffs Jan 30, 2025

Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)
Show Notes
Fed policy 'isn't a reason to be bullish' anymore
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

American Airlines jet, Army helicopter collide near Reagan Jan 30, 2025

American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, MSFT, and more
Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates
TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report
META agrees to $25 million settlement with Trump for 2021 lawsuit - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed holds rates with little sign of urgency Jan 29, 2025

The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)
Show Notes
Stocks finish down, off lows
Citron touts Alibaba's new Qwen AI models
Microsoft probing if DeepSeek improperly used OpenAI data
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

ASML tops Q4 estimates, unveils 2025 outlook Jan 29, 2025

ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ASML, LC, and more
What did we learn from the DeepSeek scare?
Higher U.S. wholesale power prices forecast for 2025, EIA says
Trump administration moves to shrink federal workforce with buyout offer
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla, BMW drive into EU tariff battle Jan 28, 2025

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NVDA, GGG, and more
Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup
Top consumer services stocks as Morgan Stanley names them top pick
More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DeepSeek deep sixes stocks Jan 27, 2025

AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)
Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

China's DeepSeek outshines U.S. AI giants Jan 27, 2025

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NVDA, crypto stocks, and more
Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI names
Trump's tariff threat pays off as Colombia agrees to accept deportees
Coinbase CEO says token evaluation gets difficult
Perplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reports
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Powell v Trump and megacap earnings Jan 26, 2025

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)
Show Notes
Six of seven bubble conditions have been met
Earnings calendar
Dividend roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Interesting earnings action coming Jan 24, 2025

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Allurion soars on balloon and GLP-1 study plans Jan 24, 2025

Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: Crypto stocks, TXN, and more
Trump third term? Lawmaker proposes constitutional amendment
CACI International's quarterly bookings weigh on federal IT providers
Cathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Don't call it a GE comeback Jan 23, 2025

GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)
Show Notes
AAII sentiment survey shows massive swing to bulls from bears
American Airlines' outlook overshadows upbeat Q4 results
EA sinks on FC 25, Dragon Age underperformance
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EU weighs EV subsidies amid struggles Jan 23, 2025

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: EA, ASTS, and more
Puma races to cut costs after FY profit miss sends stock lower
CRISPR Therapeutics stock pops following disclosure of RFK Jr. investment
Insurance stocks on watch as Hughes Fire quickly spreads north of LA
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Project Stargate is a go Jan 22, 2025

The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)
Show Notes
12 Small-cap momentum stocks to watch
Procter & Gamble organic sales
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix bills climb, shares rise Jan 22, 2025

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NFLX, UAL, and more
Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings
Ulta Beauty thriving in an attractive category - analyst
Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google spinoff sees AI drug trials this year Jan 21, 2025

Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)
Show Notes
BofA’s best financial, consumer stock ideas for 2025
Argus says Gap's turnaround is taking shape
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Trump mulls tariffs on neighbors Jan 21, 2025

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strike. (02:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: VATE
Teck Resources forecasts higher copper production in 2025
One of the most iconic resorts on the Las Vegas Strip is getting renovated
Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Netflix earnings in the spotlight Jan 20, 2025

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Can the bull market sustain itself? Jan 17, 2025

Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq ends with 2% rally, yields slump as core CPI inflation cools
Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
Bank stocks drive up after initial crop of Q4 earnings prove strong
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GM data deal hits a dead end Jan 17, 2025

FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: JBHT, RIVN, and more
FTC sues largest U.S. property manager over misleading rental costs
Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more
TikTok ban: Biden said to leave fate of app to Trump
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

No landing in a growth world, corporate credit bullishness Jan 16, 2025

Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Costco stands firm on DEI Jan 16, 2025

Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35) U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, LUV, and more
High drama in the cocoa market with key demand reports due out
TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report
Canada eyes $105B in retaliatory tariffs if Trump sets levies: report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation data invigorates stocks, bonds Jan 15, 2025

Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)
Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Saudi Aramco poised to bet on lithium Jan 15, 2025

Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft in pole position for Agentic AI Jan 14, 2025

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)
Show Notes
Stocks look halfway done with pullback as bull market resets
Robinhood named best idea for 2025
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Pay to Stay: Starbucks refreshes store rules Jan 14, 2025

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail stocks punished after holiday updates Jan 13, 2025

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)
Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Canada ready to counter Trump tariffs Jan 13, 2025

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big banks kick off earnings season Jan 12, 2025

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)
Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intertwined markets and upcoming earnings Jan 10, 2025

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wildfire costs blaze toward historic highs Jan 10, 2025

AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: MVST, RKLB, and more
Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand
Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman
Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump
Block to change ticker symbol to 'XYZ'
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia pulls the rug out from under quantum stocks Jan 08, 2025

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)
Show Notes
Top stocks in software as Wolfe sees it as an area of M&A opportunities
AMD slides as HSBC downgrades on Nvidia worries
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Shell lowers Q4 outlook, trims LNG output Jan 08, 2025

Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CALM, PLTR, and more
Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
Sana stock rallies 280% on pancreatic cell transplant study
Palantir tumbles after ARK Invest sheds $15M in shares
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Aurora partners with Continental and Nvidia Jan 07, 2025

Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).
Show Notes
Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. adds Tencent, Huawei to Chinese military list Jan 07, 2025

U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NARI, DNLI, and more
Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
Nvidia, AMD vie for AI supremacy with latest offerings at CES
SA Sentiment: What's the best AI stock to watch in 2025?
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Fubo combines with Disney's Hulu + Live TV Jan 06, 2025

Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)
Show Notes
Palantir initiated with Underweight rating at Morgan Stanley
Uber unveils $1.5 billion accelerated share repurchase program
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trudeau’s potential exit lifts Canadian dollar Jan 06, 2025

Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jobs and CES lead another shortened week Jan 05, 2025

Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)
Show Notes
Earnings Calendar
Dividend Roundup
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Biden poised to block US Steel deal: report Jan 03, 2025

Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: X, CVNA, and more
Tesla China sales hit record high level in December
Data check: Pizza stocks often heat up when cold weather slams the U.S.
Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Room for disappointments in 2025 and into 2026 Jan 02, 2025

Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
Show links:
Expect A Roller Coaster Stock Market In 2025
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
Kirk's Margin of Safety Investing Group
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba sells Sun Art at $2B loss Jan 02, 2025

Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto-linked stocks and more
BYD December NEV sales set another record high
Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices
Just do it again: Will Nike keep its lead in 2025 or trip on the track?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tale of the tape for 2024 Jan 01, 2025

The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16)
Show Notes
S&P closes out the year with four sessions in the red
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Faraday Future surges with CES reveal ahead Dec 31, 2024

Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: VSTM, ACAD
Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
HIVE Digital relocates head office to U.S. for better ecosystem
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Buckle up for the year of Grand Theft Auto Dec 30, 2024

GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)
Show Notes
Stock markets will close Jan. 9 for President Carter Day of Mourning
What to watch out for in 2025 (including a rate hike)
Find out more about Seeking Alpha's Virtual Analyst Reports here.

South Korea orders Boeing 737-800 inspections after fatal crash Dec 30, 2024

South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top 10 REITs heading into 2025
Google CEO asks employees to brace for challenging 2025
What to watch out for in 2025 (including a rate hike) - Apollo's Slok
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

S&P up 25% heading into end of year Dec 29, 2024

The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week. (1:57) South Korea plane crash kills 179. (3:07)
Show Notes
Wedbush bullish on Palantir, Salesforce
More than half of U.S. at high risk of power shortages in next decade
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix lights up Christmas with NFL ratings win Dec 27, 2024

Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SES, ABAT
Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics
With the new year upon us, a look back at Wall Street's Santa rallies since 2000
Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Watch out for 'Returnuary' Dec 26, 2024

Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)
Show Notes
What to expect from the Macau casino sector in 2025
Uber reacts to regulatory snub in Taiwan
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Bain, KKR bids hit $7.6B for Seven & i non-core assets Dec 26, 2024

Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Starbucks facing biggest barista strike yet Dec 24, 2024

Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)
Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Biden to rule on US Steel takeover Dec 24, 2024

Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nordstrom closes books on 53 years as public company Dec 23, 2024

The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)
Show Notes
Materials, software stocks are best poised for H1 outperformance
Consumer confidence slides
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Starbucks strike expands Dec 23, 2024

Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

All aboard the Santa Rally sleigh Dec 22, 2024

The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)
Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

REITs, interest rates and why retail isn't dead Dec 21, 2024

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stagflation ahead? Dec 20, 2024

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Turmoil hits Capitol Hill; Trump threatens tariffs Dec 20, 2024

Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)
Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

El Salvador bitcoin Utopia hits IMF snag Dec 19, 2024

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)
Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stock futures stabilize after sharp selloff Dec 19, 2024

U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).
Episode transcripts: seekingalpha.com/wsb
Show links:
Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed cuts rates, but Powell plays the Grinch Dec 18, 2024

Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)
Show Notes
25 top picks for 2025
Merck enters obesity drug race in pact with Chinese pharma Hansoh
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Merger buzz powers Nissan, Honda Dec 18, 2024

Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Is the quantum trade eclipsing the AI trade? Dec 17, 2024

Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)
Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

TikTok CEO, Trump talk as ban looms Dec 17, 2024

TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZYME, EVGO, and more
Quantum stocks continue to surge as enthusiasm behind tech remains strong
Worst performing stocks for tax loss selling – Wolfe
The hottest auto stock over the last six weeks is not Tesla
Find out more about Seeking Alpha's Virtual Analyst Reports here.

The case for Apple as top pick for 2025 Dec 16, 2024

Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)
Show Notes
U.S. Composite PMI rises to highest since March 2022
J.P. Morgan upgrades Okta to Overweight
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Wedbush boosts Tesla price targets Dec 16, 2024

Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SMCI, MSTR, and more
ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
Tax cut renewals may not spur the economic growth proponents expect - report
SA Asks: How should investors position portfolios ahead of Fed vote?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed cut baked in this week; what about '25? Dec 15, 2024

Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)
Show Notes
Palantir in the Nasdaq 100, Super Micro Computer out
Apple developing a foldable iPad - report
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The world of funds and why U.S. is most attractive Dec 14, 2024

Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More of the same and what can't be ignored Dec 13, 2024

More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
GM Drops Out Of The Robotaxi Race. Who Will Win?
CPI 'On The Sticky Side' For November
The Road To Nasdaq 20,000
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Amazon, Meta back Trump inauguration Dec 13, 2024

Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AVGO, RH, and more
Bank stocks slip after CFPB finalizes overdraft fee rule
Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
Canada considering taxes on commodities exports to US if Trump imposes tariffs: report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Watchdog caps bank overdraft fees Dec 12, 2024

CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)
Show Notes
10 BofA options overwriting ideas
Red Bull may have won the 2024 energy drink battle
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big Tech drives Nasdaq rally Dec 12, 2024

Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: ADBE, NDSN, and more
Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed cut assured despite stubborn inflation Dec 11, 2024

Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39)
Show Notes
BofA restarts coverage of 11 large-cap biopharmas
Hershey tumbles after Mondelez announces $9B buyback
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GM pumps the brakes on robotaxis Dec 11, 2024

General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

McDonald's review bombed after UnitedHealth suspect arrest Dec 10, 2024

Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)
Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Taiwan Semi chips in big gains Dec 10, 2024

Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies
Find out more about Seeking Alpha's Virtual Analyst Reports here.

TikTok appeals for breakup lifeline Dec 09, 2024

TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)
Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google Payment Counters CFPB Oversight with Lawsuit Dec 09, 2024

Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY) set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CPI on tap with inflation fight looking to last through '25 Dec 08, 2024

Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)
Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Handling volatility with long-term dividends Dec 07, 2024

Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
Show links:
Dividendology on YouTube
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Market drifting higher, punctuated by dramatic tech earnings Dec 06, 2024

Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lingerie, leggings and beauty wins Dec 06, 2024

Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: DOCU, ULTA, LULU, and more
Bitcoin retreats from $100K, bringing down other crypto, related stocks
Boeing yet to restart 737 Max production after labor strike - report
Classic meme stocks pop on cryptic tweet from Roaring Kitty
OpenAI pushes monetization efforts further with new $200/month plan
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Airlines climb on upbeat travel trends Dec 05, 2024

American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)
Show Notes
Why you should be checking Reddit again ahead of trading
Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bitcoin tops $100K, Trump picks crypto ally Dec 05, 2024

Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto stocks, AEO, and more
Meta to build $10B AI data center in Louisiana, to work with Entergy for energy needs
Vodafone UK - Three UK merger gets an all-clear, with conditions from CMA
Hershey suitors have been rebuffed, hard to buy chocolate maker - analyst
Teamsters union files charges against Costco, alleging unfair labour practices
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth executive shot and killed Dec 04, 2024

UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Political turmoil sends South Korean markets sliding Dec 04, 2024

South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AT&T predicts profit growth acceleration Dec 03, 2024

The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48)
Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Super Micro clears misconduct cloud Dec 03, 2024

Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZS, SMCI, and more
Scam? Parody? Sign of a top? Enron relaunches as a crypto play
NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
Amazon reveals new data center components to improve efficiency
Intel board should consider 'radical change' with new CEO: analysts
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel CEO steps down in surprise move Dec 02, 2024

David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)
Show Notes
Most commodity prices to fall in 2025 from current levels
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tavares exits as Stellantis sales slump Dec 02, 2024

Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jobs report is make or break for Fed move Dec 01, 2024

Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)
Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Black Friday: Online shopping riding high Nov 29, 2024

More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)
Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

SEC rings the bell on 24X trading Nov 29, 2024

Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump's tariff threats, Fed signals moderate pace Nov 27, 2024

Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).
Episode transcripts: seekingalpha.com/wsb
Show links:
Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings
Black Friday Sale: 20% off Seeking Alpha!

Liquidity is important and private credit is real Nov 26, 2024

Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Trinity Capital Q3 2024 Earnings Call Transcript
Black Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals!

Gold sinks Nov 26, 2024

Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).
Episode transcripts: seekingalpha.com/wsb
Show links:
Gold sinks by most in four years as Israel-Hezbollah ceasefire nears
Trump prepares broad energy plan to boost gas exports - report
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Holiday-shortened week kicks off on positive note Nov 25, 2024

Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)
Episode transcripts: seekingalpha.com/wsb
Show links:
JPMorgan updates its U.S. Analyst Focus List
Gold rally may pause, while platinum set to catch up
Nuclear wins as the best alternative energy source
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Nvidia's big buildup, then a shrug Nov 22, 2024

Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco
Bitcoin flirts with $100K
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

DirecTV drops Dish deal over debt dispute Nov 22, 2024

DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cutting the line? American Airlines says, ‘not today’ Nov 21, 2024

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Comcast eyes NBCUniversal cable spinoff Nov 20, 2024

Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bullish trends, financials and infrastructure, Bitcoin break out Nov 19, 2024

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!
Episode transcripts: seekingalpha.com/wsb
Show links:
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Fate Therapeutics rises on Lupus drug data Nov 19, 2024

Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Beware juicy yields and ETF expense ratios Nov 18, 2024

In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends.
Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05).
Episode transcripts: seekingalpha.com/wsb
Show links:
Ryne Williams YouTube channel
Dividend Growth Investing YouTube channel
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Spirit Airlines lands in Chapter 11 Nov 18, 2024

Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Here comes the boom: Nvidia Nov 17, 2024

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)
Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla, crypto and the Trump trade Nov 15, 2024

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ford hit with $165M fine for recall delay Nov 15, 2024

NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney makes a splash with guidance Nov 14, 2024

Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Amazon unveils ‘Haul’ for Temu, Shein showdown Nov 14, 2024

Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

No panic on 'crispy' inflation just yet Nov 13, 2024

Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)
Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Frontier reportedly drops bid for Spirit Nov 13, 2024

Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail sales bounce back Nov 12, 2024

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)
Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Southwest Airlines grounds workforce to match capacity Nov 12, 2024

Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia gets a big vote of confidence Nov 11, 2024

Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)
Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Crypto stocks mining gains premarket Nov 11, 2024

Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Traders brace for latest inflation data Nov 10, 2024

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)
Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

It pays to be a bull Nov 09, 2024

Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Great expectations: Earnings guidance, Fed cuts Nov 08, 2024

Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.
Show links:
Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed chief Powell has his 'I'm not leaving' moment Nov 07, 2024

Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32)
Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Airbnb earnings on deck Nov 07, 2024

Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wall Street's election winners and losers Nov 06, 2024

Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)
Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump wins presidential election Nov 06, 2024

Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: DJT, SMCI, and more
Dave faces FTC complaint alleging deceptive practices toward consumers
Nvidia retakes world’s most-valuable company title from Apple as market cap climbs
Hawaiian Electric completes $2B settlement on deadly Maui fire
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Investors try to focus on fundamentals on Election Day Nov 05, 2024

So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)
Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Debt weighs on voters on Election Day Nov 05, 2024

SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Viking weight loss pill sees positive early data Nov 04, 2024

Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47)
Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nissan, Mitsubishi to form robotaxi, EV battery JV Nov 04, 2024

Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Election Day anticipation Nov 03, 2024

How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)
Show Notes
Here's how to invest for a Trump or Harris presidency
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing aims to land union deal…again Nov 01, 2024

Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stocks get a Halloween tech scare Oct 31, 2024

Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)
Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Starbucks brews a comeback, ditches non-dairy upcharges Oct 31, 2024

Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Super Micro Computer plunges as its auditor quits Oct 30, 2024

Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)
Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Reddit gets an upvote from investors Oct 30, 2024

Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GOOG, SNAP, and more
Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg
Ukraine, Russia said to be in talks over halting attacks on energy infrastructure
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Softbank CEO says Nvidia is undervalued Oct 29, 2024

Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)
Show Notes
The most overbought and oversold global assets
PayPal stock slips after Q3 revenue misses
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft accuses Google of shadow campaigns Oct 29, 2024

Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Robinhood rolls out election betting Oct 28, 2024

Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)
Show Notes
Hedge funds are a lot more skittish for this round of Magnificent 7 earnings
Boeing looks to raise up to $19 billion in share offering
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Volkswagen readies $4.3B cost-cutting plan Oct 28, 2024

Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Earnings from Apple, Amazon, Google, Microsoft and Meta Oct 27, 2024

Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)
Show Notes
The most overweight stocks in ESG funds
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Capri tanks on blocked Tapestry deal Oct 25, 2024

Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Labor market keeps defying the doomsayers Oct 24, 2024

Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)
Show Notes
Societe Generale’s global nuclear-exposed picks as capacity increases
UPS rallies after solid earnings into the holiday season; FedEx also higher
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing workers reject contract, strike continues Oct 24, 2024

Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing loses $6 billion Oct 23, 2024

Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)
Show Notes
Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities
AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

McDonald’s shares dip on E. coli outbreak Oct 23, 2024

What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Smoking and driving get earnings applause Oct 22, 2024

Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)
Show Notes
Goldman's top high dividend yield and growth stocks
Walmart adds same-day prescription delivery service
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cheesecake Factory jumps after activist calls for split Oct 22, 2024

Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ferrari unveils first new supercar in a decade Oct 21, 2024

With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)
Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Perplexity AI targets $8B valuation in new funding Oct 21, 2024

AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Here come Tesla earnings Oct 20, 2024

Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56)
Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix global memberships maintain double-digit growth Oct 18, 2024

Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail sales bolster the case for no recession Oct 17, 2024

The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)
Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Expedia gains on Uber takeover report Oct 17, 2024

Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Is Tesla bailing out of bitcoin? Oct 16, 2024

The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback. (3:05)
Show Notes
GameStop becomes an authorized dealer of sports and hobby trading cards
Amazon signs deals to invest in small nuclear reactors to power AI
British American Tobacco plans to sell synthetic nicotine pouches in U.S.
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba, Baidu back Horizon Robotics' Hong Kong IPO Oct 16, 2024

Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic partnership. (01:47) Meta Platforms (META) must face lawsuits saying it profited from youth social media addiction. (02:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

ASML oops slams chip stocks Oct 15, 2024

ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10)
Show Notes
Bullish software stocks you shouldn’t sleep on
Medical Properties Trust investigation findings refute short seller allegations
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oklo, NuScale surge as Google backs nuclear for AI Oct 15, 2024

Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon - Reuters. (01:22) Acting Labor Secretary visits Seattle in bid to end strike at Boeing. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple, Nvidia get research love Oct 14, 2024

Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01)
Show Notes
OPEC lowers global oil demand growth outlook for third-straight month
Three U.S. professors win Nobel Prize for economics
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

SpaceX completes historic Starship flight Oct 14, 2024

SpaceX (SPACE) conducts fifth Starship test flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest stock movers Monday: RILY, SIRI, and more. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix in spotlight as earnings rev up Oct 13, 2024

Netflix's crackdown on password sharing is expected to help user numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47)
Show Notes
Long high-end spending and short low-end spending
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla Shows Off Cybercab, robovan, and robot Oct 11, 2024

Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation stubborn as jobs wobble Oct 10, 2024

The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20) Apple and Amazon team up on streaming. (4:25)
Show Notes
Winners and losers from Piper Sandler's latest survey of teenagers
Pfizer ex-CEO and CFO exit Starboard activist campaign
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Delta Q3 earnings in focus after CrowdStrike outage Oct 10, 2024

Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia CEO sees reasoning AI if costs slide Oct 09, 2024

Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk. (2:09)
Show Notes
Taiwan Semi's September revenue surges
Apple's global PC shipments tumble, Lenovo leads
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DOJ weighs Google breakup Oct 09, 2024

U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

McDonald's takes on 'conspiracy' of beef Oct 08, 2024

McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)
Show Notes
End of Lilly obesity drug shortage leads to lawsuit
China balks at major stimulus
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Samsung warns of Q3 profit hit Oct 08, 2024

Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Super Micro Computer up on strong shipment data Oct 07, 2024

The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)
Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Starboard takes $1B stake in Pfizer Oct 07, 2024

Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week Oct 06, 2024

Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)
Show Notes
Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
Wynn Resorts granted UAE’s first commercial gaming license
Earnings calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Spirit Airlines exploring bankruptcy option - report Oct 04, 2024

Spirit Airlines (SAVE) considering bankruptcy filing - WSJ. (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: SAVE and SMMT
What Seeking Alpha analysts think about the Tesla robotaxi event
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia GPU demand is 'insane' Oct 03, 2024

CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)
Show Notes
Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets
The most crowded restaurant stocks
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

LEVI loses its stitch, weighs Dockers sale Oct 03, 2024

Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends. (03:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Humana tumbles on Medicare numbers Oct 02, 2024

Members in top-rated Medicare plans for 2025 drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)
Show Notes
BofA’s top 10 ideas for the fourth quarter
Barclays sees little upside for Super Micro
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

‘Just Do It’ falls flat as stock swooshes down Oct 02, 2024

Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears of wider war mount, oil continues to gain. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Israel braces for Iran missile attack Oct 01, 2024

Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)
Show Notes
Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA
Boeing looking to raise at least $10B via share sale
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

T-Mobile settles data breach cases with FCC for $31.5M Oct 01, 2024

T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AT&T exits DirecTV, which buys DISH and Sling Sep 30, 2024

TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)
Show Notes
Wall Street institutions share their S&P 500 year-end targets
Core inflation is still 'uncomfortably' above the Fed's goal - Bowman
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

East Coast port strike starts Tuesday Sep 30, 2024

East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Chinese stocks, and more
Stocks to watch amid the threat of a major East Coast port strike this week
Israel downgraded by Moody's as war weighs on economy
Economic growth, interest rates to dictate quality factor in stocks, Goldman says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Do jobs or profits rule the week? Sep 29, 2024

Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)
Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bristol-Myers wins FDA nod for novel antipsychotic Sep 27, 2024

Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Micron renews AI chip enthusiasm Sep 26, 2024

Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)
Show Notes
Buy Tesla call options ahead of two October catalyst events - Goldman
Durable goods orders come in flat in August; core number rises more than forecast
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OpenAI eyes restructure, Murati exits Sep 26, 2024

OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MU, ARMK, and more
Vistra passes Nvidia to become S&P 500's top gainer this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

American ISPs targeted by new hacker group Sep 25, 2024

China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50)
Show Notes
The Top Five short crowded stocks in each sector
The Top Five long crowded stocks in each sector
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stitch Fix sinks after Q4 sales drop, gloomy outlook Sep 25, 2024

Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

China acts to jumpstart its economy Sep 24, 2024

Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)
Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DOJ reportedly to sue Visa over debit card monopoly Sep 24, 2024

U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the Seeking Alpha Sentiment Survey
Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Global banks back big nuclear funding Sep 23, 2024

International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)
Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apollo said to offer up to $5B investment in Intel Sep 23, 2024

Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta Connect 2024 kicks off Sep 22, 2024

Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)
Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nike rallies as new CEO boosts hopes Sep 20, 2024

Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55) Macy's (M) to hire fewer employees for holiday season this year. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: FDX, NKE, and more
OpenAI's possible pursuit of IPO creates unique challenges
J&J said to boost offer to settle baby powder lawsuits to over $8.2B
Disney to stop using Slack as its corporate messaging platform - WSJ
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jamie Dimon warns on 'evil axis' Sep 19, 2024

J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)
Show Notes
Small cap stocks that could perform best during downturns
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx earnings on deck Sep 19, 2024

FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: PLUG, NIO, and more
Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
Tesla's upcoming robotaxi event has analysts and investors guessing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed slashes interest rates by half point Sep 18, 2024

Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)
Show Notes
Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Gulf, East coast port strike looms as talks stall Sep 18, 2024

East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LUNR, CWST, and more
Snap releases latest AR glasses, Spectacles, targeted at developers
EU to impose hefty fines on Meta over classified ads practices - report
United States Steel gains on reports it won an extension for US review of Nippon Steel
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel gets a little groove back Sep 17, 2024

The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)
Show Notes
SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
Small-cap stocks best positioned for further upside
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tupperware to file bankruptcy - report Sep 17, 2024

Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: INTC and APP
Free speech? TikTok in court to argue against U.S. ban
Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
Boeing’s 2008 strike offers clues on current work stoppage
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Holiday shopping season kicks off in less than a month Sep 16, 2024

Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)
Show Notes
Goldman rebalances its long and short duration stock baskets
Citi cuts estimates on Applied Materials, Lam Research, KLA
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump safe after apparent assassination attempt, DJT rises Sep 16, 2024

Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT, INTC and more
Stock moves reflect downgrade for US economic growth outlook - Goldman
Wall Street is alarmed about weaker consumer-credit trends: WSJ
Boeing strike may drag on, workers have 'most leverage' than ever before - union boss
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

It's interest rate cut time Sep 15, 2024

The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)
Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing workers strike after rejecting contract Sep 13, 2024

Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stellantis car dealers decry 'degradation' Sep 12, 2024

The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)
Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing workers to vote: Deal or strike Sep 12, 2024

Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Markets bracing for smaller rate cut after CPI Sep 11, 2024

Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)
Show Notes
UBS updates its ‘election watch’ stocks to match new winning probabilities
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft CTO teases next AI leap Sep 11, 2024

Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GME, DJT, and more
U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions
Presidential debate recap:
Trump, Harris spar at second U.S. presidential debate
Trade, inflation, healthcare and energy policy among talking points at Harris/Trump debate
Donald Trump says he's 'a big fan' of solar power
Trump win would hit Treasury prices - ING
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bank giants face capital hike of 9% Sep 10, 2024

The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)
Show Notes
Oppenheimer lists best stock ideas going into the 2024 U.S. elections
Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Taiwan exports notch new record on AI boom Sep 10, 2024

Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ORCL, RBRK, and more
GameStop earnings preview: Do investors want more than retro stores and cash hoarding?
U.S. natural gas slumps as Gulf of Mexico storm seen slamming demand
Apple loses EU court battle over €13 billion Irish tax case
Harris-Trump debate: Plans for the economy in focus
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple unveils AI for new iPhones, watches and AirPods Sep 09, 2024

The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)
Show Notes
Air Canada prepares for shutdown as union talks hit deadlock
Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DirecTV accuses Disney of stifling competition in FCC complaint Sep 09, 2024

DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BIG, PLTR, and more
Google vs. DOJ: Second antitrust showdown to begin, this time over advertising
OnlyFans creators made $5.32B in 2023
Janet Yellen says recent data points to soft landing for U.S. economy
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The iPhone enters the AI era Sep 08, 2024

Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)
Show Notes
50 stocks to invest during the bull steepening – Part 1
50 stocks to invest during the bull steepening – Part 2
Elon Musk’s AI startup is said to discuss revenue sharing with Tesla
Earnings calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

7-Eleven rejects $39B Circle K offer Sep 06, 2024

7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AVGO, PATH, and more
Red Lobster survives bankruptcy with 544 locations still operating
Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes
September’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Verizon buys Frontier for $20 billion Sep 05, 2024

Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results. (2:36)
Show Notes
BofA’s global contenders and defenders list
Tesla plans full self-driving rollout in China and Europe by Q1 2025
ISM Services stays strong in August, topping consensus
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Topgolf, Callaway to go solo Sep 05, 2024

Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report. (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FTV, CHPT, AI, and more
Tesla plans full self-driving rollout in China and Europe by Q1 2025
Qualcomm said to be working with Samsung, Google on mixed reality smart glasses
US Steel plunges on reports Biden preparing to block Nippon Steel deal (update)
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Layoffs put a bigger Fed cut back in play Sep 04, 2024

Markets price in 50% chance of half-point rate cut after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family makes offer for namesake chain. (3:55)
Show Notes
35 green energy stocks for a new era of profitability
Dollar Tree tumbles after weak guidance
Google expected to appear next week for antitrust trial related to ad business practices
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nippon Steel assures US Steel to remain American Sep 04, 2024

US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, ZS, and more
Airbnb urges NYC officials to overturn laws restricting short-term rentals
Musk's Starlink says it is complying with Brazil's order to block X
Justice Department to drop censorship efforts against social media
Which stock could replace Intel in the Dow as INTC shares slump?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Super Micro CEO speaks out Sep 03, 2024

CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29)
Show Notes
JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank
Novo Nordisk warns of continued Ozempic shortage in Q4
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Brazil takes aim at Starlink over X dispute Sep 03, 2024

Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: U, BA, and more
Kamala Harris says US Steel should remain independent (update)
Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report
Activist Elliott crosses threshold to call for Southwest Airlines special meeting - Reuters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Labor Day week all about jobs Sep 01, 2024

A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09)
Show Notes
Heavily shorted stocks are not always in distress
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel Mulls Foundry Split - Report Aug 30, 2024

Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LULU, DELL, ULTA, and more
Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report
Ulta Beauty stock takes an ugly turn after results and forecast miss
J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Is Apple the new AI torchbearer? Aug 29, 2024

Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)
Show Notes
Markets minted more 401(K) millionaires in Q2, marking new high
Chinese media issues warning on 'irrational' iron ore spike
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Yelp hits Google with search monopoly lawsuit Aug 29, 2024

Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, CRM, AFRM, and more
Nippon Steel offers additional $1.3B spending on US Steel plants
Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report
Markets minted more 401(K) millionaires in Q2, marking new high
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia's strong earnings can't match the hype Aug 28, 2024

Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

XPeng unveils mass-market EV Aug 28, 2024

XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ELF, AMBA, and more
FDA approves Illumina's TruSight Oncology biomarker test
Warren Buffett's Berkshire Hathaway may soon join the $1T club
NFL greenlights private equity stakes in teams for the first time
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Musk backs AI safety bill Aug 27, 2024

Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26)
Show Notes
Coca-Cola is called a top pick at Morgan Stanley
Nvidia could see more than 9% upside on its reporting day
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bronfman Bows Out Aug 27, 2024

Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PARA, TCOM, and more
Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content
Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu
Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Southwest showdown Aug 26, 2024

Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)
Show Notes
Stocks most loved and shunned by hedge and mutual funds
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Kroger, Albertsons $25B deal in court Aug 26, 2024

Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SIRI, XPEV, and more
Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict
This sector is seen as being the most impacted by the 2024 U.S. election
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Canada labor board orders rail employees back to work, imposes binding arbitration
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia earnings will dictate the week Aug 25, 2024

AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18) Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23)
Show Notes
Nvidia earnings previews
‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks
Earnings calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed's Powell signals the start of rate cuts Aug 23, 2024

Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23)
Show Notes
A brief history of Jerome Powell's past Jackson Hole speeches
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

All eyes on Powell in Jackson Hole Aug 23, 2024

Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55)
Show Notes
Skydance urges Paramount to end negotiations with Edgar Bronfman
Canada government orders railroads into arbitration over labor contract
Altria raises dividend by 4.1%
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Want a foldable MacBook? Could be a long wait Aug 22, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Canada rail shutdown, U.S. trade at risk Aug 22, 2024

Canada rail (CP) (CNI) shutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (02:30) Disney (DIS) picks Morgan Stanley's Gorman to head Iger succession committee. (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SNOW, ZM and more
Several FOMC members saw a case for cutting at July meeting: Fed minutes
Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’
Halliburton hit by cyberattack, impact not yet determined - Reuters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

'Black Myth: Wukong' makes video game history Aug 21, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Walmart exits JD.com Aug 21, 2024

Walmart (WMT) exits JD.com (JD) to focus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Microchip Technology (MCHP) suffers cyberattack, shuts down some systems, stock slips. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: JD, KEYS, and more
Oppenheimer’s top 32 ideas for August-September
Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement
Fed's Bowman says she remains wary of future rate cuts
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mpox not next COVID, WHO official says Aug 20, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing grounds test fleet Aug 20, 2024

Boeing (BA) grounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) Workhorse (WKHS) raises doubts about ability to continue as going concern. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PANW, FN, and more
Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech
Trump would consider ending EV tax credit, naming Elon Musk as adviser - report
Kamala Harris to propose raising corporate tax rate to 28% - report
Gold price ekes out new record high; some analysts predict short-term pullback
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GM cutting salaried tech workers Aug 19, 2024

Layoffs come after GM promoted two former Apple execs to run software & services. (0:16) Carl Icahn settles with SEC over margin loans. (3:02) Goldman says market is full of RINO stocks. (3:50)
Show Notes
AMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilities
Estée Lauder CEO Fabrizio Freda announces intention to retire
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

BYD becomes Pakistan's first major NEV player Aug 19, 2024

China's BYD (BYDDF) to set up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (01:18) ‘Alien: Romulus’ (DIS) leads box-office sales with domestic premiere. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FUBO, EBS, and more
Evercore ISI screens banks likely to fare better when the Fed cuts rates
China stops releasing real-time foreign fund flow data
Wall Street Breakfast: Better For Sellers
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Market hoping for solid Fed signals at Jackson Hole Aug 18, 2024

Jay Powell will speak Friday with markets looking for September cut. (0:18) High expectations for Target earnings. (4:51) X shuts down in Brazil. (5:54)
Show Notes
Goldman Sachs lowers U.S. recession risk on strong economic data
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stellantis hit with shareholder suit over earnings drop Aug 16, 2024

Stellantis (STLA) shareholders sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report. (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: HRB, AMAT, and more
Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others
PepsiCo could be sued for misleading consumers on Gatorade protein bars - report
Pershing Square doesn't expect Chipotle to miss a step with CEO's departure
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail to the rescue Aug 15, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Softbank, Intel AI chip talks fizzle Aug 15, 2024

SoftBank (SFTBY), Intel (INTC) talks to produce AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CSCO, NKE, and more
Crypto bill can be passed this year, Schumer says, as Democrats woo industry
Google says: Iranian group trying to access Biden-Trump campaign emails
Warren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, others
The 'battleground' stocks shorted by hedge funds but owned by many long-only portfolios
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CPI sparks shelter inflation concern Aug 14, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mars reportedly nabs Kellanova for $30B Aug 14, 2024

Candy maker-Mars strikes deal to buy Kellanova (K) for $30B - report. (00:24) Activist Elliott seeks 10 board seats at Southwest Airlines (LUV). (01:15) GRAIL (GRAL) to focus on multi-cancer early detection; cuts workforce by 30%. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NU, K, and more
July CPI in focus but keep watch on retail sales as growth risks stalk markets: Goldman
Automakers lowered U.S. vehicle prices again in July and raised incentives
Justice Dept. considers push to break up Google: Bloomberg
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Starbucks poaches Chipotle CEO Aug 13, 2024

Starbucks shares jumped as it named Brian Niccol as its new CEO. (0:16) Wholesale inflation comes in soft. (1:49) Traders get jitters about Hawaiian Holdings deal. (4:12)
Show Notes
BofA’s Fund Manager Survey: Recession fears rise
Home Depot points to weak consumer spending trends
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CXApp surges on Google Cloud deal Aug 13, 2024

CXApp (CXAI) soars on multi-million dollar deal with Google Cloud (GOOG). (00:25) KFC (YUM) expanding its $5 Value Meal to take on McDonald's (MCD) in price wars. (01:10) J&J (JNJ) makes headway in settling talc baby powder litigation: reports. (01:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: RUM, DELL, and more
Semiconductors could start recovering in October, BofA says
NASA watchdog hits Boeing on quality control problems with Space Launch System
Oxy Petroleum says CrownRock Holdings launches sale of 29.6M shares
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Are Magnificent 7 stocks now a hedge? Aug 12, 2024

After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52)
Show Notes
74 S&P 500 stocks that can beat the cash yield
Stock market to stay choppy near term after historic volatility shock
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EV fires may spark new rules in South Korea Aug 12, 2024

EV fires might spark new industry rules in South Korea. (00:27) LL Flooring (LL) commences voluntary Chapter 11 reorganization proceedings. (01:16) 'Deadpool & Wolverine' (DIS) surpasses $1B worldwide. (01:53) NBCUniversal (CMCSA) publishes impressive numbers as Olympics come to a close. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ESPR and HUMA
Tesla pivots to pricier Cybertrucks; halts orders for cheapest version
Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco and more
Einhorn's Greenlight says it won't matter who wins the US election for markets
Goldman screens for post-selloff stocks with healthy fundamentals at a discount
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Spotlight swings back to inflation with CPI Aug 11, 2024

A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions. (6:50)
Show Notes
42 high-quality, low beta stocks to better ‘sleep at night'
Chinese robotaxi operator WeRide seeks up to $5B U.S. IPO
Fed Governor Bowman cautions against 'overreacting'
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Paramount gains with U.S. workforce cut Aug 09, 2024

Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip demand. (01:21) Amazon (AMZN) to let TikTok (BDNCE) users shop select products without leaving the video app - report. (02:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PARA, TTD, and more
Donald Trump thinks the president should have a say on monetary policy - report
Richmond Fed's Barkin says hiring is slowing, but layoffs still remain low
Delta warns of $380M revenue hit from CrowdStrike outage
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel sued: Shareholders claim cover-up Aug 08, 2024

Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COST) to scan membership cards at store entrances to deter non-members. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: WBD, MNST, and more
Monster Beverage falls after cautious guidance, reversal in alcohol sales
Airbnb losses accelerate as market continues to digest soft outlook for travel
Citi spotlights 33 stocks in what it calls its ‘post pullback shopping list’
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Household debt increases in Q2 Aug 07, 2024

Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as running mate. (01:43) Hyundai (HYMTF) to invest $28M in Thailand for EV assembly and batteries. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock today: SMCI, LUMN, and more
Microsoft says Delta declined 'repeated' assistance after CrowdStrike-linked outage
NBA's telecast deal with Amazon has 'several provisions' Warner couldn't match - WSJ
Fed emergency rate cut? Pantheon Macro, BofA, and Goldman CEO don't think so
Disney hikes prices for Disney+, Hulu and ESPN+ plans in U.S.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google loses antitrust case over search Aug 06, 2024

Google (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott files 13D filing. (01:18) SunPower (SPWR) files for bankruptcy, enters stalking horse asset purchase deal with Complete Solaria (CSLR). (01:59)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PLTR, LCID, and more
Market Opportunity In Today's Uncertain Market
Warner Bros. Discovery wants to avoid break-up of company - report
Jefferies thinks Netflix might raise prices by year end helped by 'impressive content slate'
FDA indicates Lilly, Novo weight-loss drug shortages easing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mars nearing deal to acquire Kellanova Aug 05, 2024

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.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Sentiment leads the market; the Fed follows Aug 04, 2024

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
How To Make Better Decisions In Any Financial Market
Fed Chair Powell’s message was what the markets ‘wanted and needed to hear’
The 20+ Year US Treasury is up for 7 days straight
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel dives on weak results, guidance Aug 02, 2024

Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMZN, INTC, and more
Snap dives 23% on narrow revenue miss, light earnings outlook
Uranium stocks plummet as world's top producer hikes production outlook
NFL's $4.7B verdict in Sunday Ticket case tossed out by judge
Warren Buffett's Berkshire sells more Bank of America stock
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Global easing gains steam as Bank of England cuts Aug 01, 2024

The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40)
Show Notes
Continuing jobless claims highest since November 2021
Arm Holdings sinks as Wall Street defends after Q1 results, guidance
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Applied Materials reportedly denied government funding Aug 01, 2024

Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now, rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: META, TDOC, and more
Nancy Pelosi buys more Nvidia, sells Microsoft
Russell 2000 rise: Top 5 best, worst performers during July's rally in small-cap stocks
Gundlach says Fed should’ve cut rates in July, sees room for reduction of 150bps
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed dual mandate officially back Jul 31, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta settles Texas lawsuit for $1.4B Jul 31, 2024

Meta to pay $1.4B for Texas biometric lawsuit settlement. (00:31) Flight refunds: Pete Buttigieg urges airline CEOs to comply with new law. (01:31) DOJ files complaint against Norfolk Southern for not ceding freight traffic to passenger trains. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMD, ASML, and more
Only one Mag 7 name is in the top 20 S&P 500 YTD performers
Microsoft stock dips amid service outage led by "unexpected usage spike"
GSK shingles vaccine cuts dementia risk
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta to let users create custom AI chatbots Jul 30, 2024

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.
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. debt tops $35T Jul 30, 2024

U.S. national debt exceeds $35T for the first time ever. (00:23) J.M. Smucker exploring sale of Voortman cookie brand - Reuters. (01:21) Delta hires law firm following CrowdStrike software outage - report. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TLRY, CRWD, and more
Biden administration continues refilling oil emergency reserve, needs funds to buy more
Robotaxi jolt: Tesla autonomous driving test goes poorly for Truist Securities
Nvidia begins ushering in next wave of AI - physical AI: SIGGRAPH 2024
McDonald's trades higher after saying its $5 Meal Deal is seeing some traction
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump unveils vision to make U.S. ‘crypto capital’, ‘bitcoin superpower’ Jul 29, 2024

Trump lays out plan to turn U.S. into a 'crypto capital' and 'bitcoin superpower'. (00:25) Apple Intelligence won't debut with initial iOS 18 launch - report. (01:13) Mitsubishi Motors is said to join Honda-Nissan alliance. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PBI, PHG, and more
Earnings week ahead: MSFT, AMZN, AAPL, META, PFE, MCD, SBUX, XOM, CVX and more
The Paris Olympics are expected to provide sportsbooks with a major boost
Microsoft's LinkedIn to settle lawsuit by advertisers alleging overcharges - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

2024 Olympics: Game on! Jul 26, 2024

Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DXCM, COUR, and more
Bitcoin 2024: Trump set to woo crypto industry
Barack and Michelle Obama endorse Kamala Harris for president
Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage
Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Economic growth ramps up in Q2 Jul 25, 2024

GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35)
Show Notes
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
The correction happening in stocks is 'far from over'
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing pleads guilty in 737 MAX case Jul 25, 2024

Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: F, CMG, and more
The correction happening in stocks is 'far from over,' IBKR says
Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report
Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Investors cashing in their chips Jul 24, 2024

Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48)
Show Notes
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ether ETFs dip on first day Jul 24, 2024

Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, V, DB, and more
Apple dabbles with foldable iPhone, eyes possible 2026 release: reports
Alphabet beats as search, Cloud come through and profit jumps
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ether ETFs start trading Jul 23, 2024

The crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hill. (3:51)
Show Notes
Delta struggles to resume operations
AI startup Cohere sees valuation soar to $5.5B
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wiz rejects Google’s acquisition deal Jul 23, 2024

Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NXPI, CCK, and more
New presidential contender Harris seen as tougher oil industry foe than Biden
CrowdStrike slips as Guggenheim, BTIG downgrade following global outage
Kronos Worldwide announces private offering
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Market awaits impact of VP Kamala Harris’ presidential run Jul 22, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

President Joe Biden drops out of race Jul 21, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Major Crowdstrike outage Jul 19, 2024

Major tech outage from CrowdStrike (CRWD) hits Microsoft (MSFT) systems worldwide. (00:22) Netflix (NFLX) tops financial, user expectations, though cash flow growth pauses. (01:35) Align (ALGN) reportedly launching sales initiative through Costco. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRWD, PLUG, HE, and more
Why 'unloved' small-cap stocks are in store for a strong second half - Carson's Detrick
SF Fed chief Daly says price stability yet to be achieved, 'we're not there yet'
D.R. Horton Q3 earnings and revenue beat; announces $4B stock buyback
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple goes to Hollywood Jul 18, 2024

AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)
Show Notes
Not the time to buy the dip - Goldman
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Darden Restaurants acquires Chuy’s Jul 18, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Rotation, rotation, rotation Jul 17, 2024

Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy. (5:18)
Show Notes
Eli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drug
GitLab soars as Google-backed firm eyes sale
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Spirit’s outlook, ETH ETF’s and Musk companies moving to Texas Jul 17, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Consumers still have some fight left Jul 16, 2024

Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction. (4:51)
Show Notes
Bank of America Q2 earnings top consensus on strong sales and trading
Charles Schwab stock slides as stock buybacks stay on hold in Q2 earnings call
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Amazon Prime Day set to break records Jul 16, 2024

Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT and MTCH
BlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skeptic
Back-to-school spending likely to remain unchanged this year
Elon Musk says the robotaxi team has extra time to update the design before the big reveal event
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Goldman boosts dividend after solid earnings Jul 15, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google reportedly near $23B Wiz purchase Jul 15, 2024

Google's (GOOG) (GOOGL) biggest acquisition: plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39) Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT and crypto stocks
Burberry ropes in Joshua Schulman as CEO, issues profit warning
Investors weigh effects of Trump shooting on election, markets
Elon Musk says he was target of 2 assassination attempts
What can Coach v Michael Kors tell us about Lululemon's future?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump fine after assassination attempt Jul 14, 2024

Former president says he is OK after rally shooting. (0:16) Netflix highlights earnings week. (1:39) Dividend calendar. (2:15)
Show Notes
Goldman lists its top 25 tactical trades for earnings season
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big bank results on tap Jul 12, 2024

Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, ERIC, and more
SA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7
PayPal may profit from Apple-EU settlement, analyst says
AI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrek
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The (dis)inflation report the market was waiting for Jul 11, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Costco hikes membership fees Jul 11, 2024

Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: COST, AA, and more
Microsoft dodges EU antitrust probe with €20M settlement - report
Electric stuff: Tesla's business that may have more promise than autos, robots, or FSD
Samsung unveils slate of new AI-powered Galaxy devices
Update on UBS ‘Global top list’ of stocks
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Goldman plays catchup to Tesla's big run Jul 10, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Albemarle hits four-year-low as lithium prices slide Jul 10, 2024

Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BIDU, LZ, and more
Musk claims new Tesla Optimus design will be completed in 2024
Albertsons, Kroger list stores to be sold in merger ahead of trial next month
Microsoft and Apple ditch OpenAI seats amid antitrust scrutiny - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed's Powell worried about too little and too late Jul 09, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Beryl leaves Houston in the dark Jul 09, 2024

Beryl hits Texas: Houston sees widespread power outage, heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BP, INTC, and more
Study finds patients lost more weight on Mounjaro than Ozempic
Big Lots sets another all-time low as risk of bankruptcy looms
U.S. consumer credit expands by $11.4B in May, exceeding consensus
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Let's make a deal Jul 08, 2024

Merger Monday deals in beverages, energy, drugs and entertainment. (0:15) Hedge funds like commodity-linked stocks. (2:35) Apple iPhone sales said to be shoring up. (3:17)
Show Notes
TSA boarding numbers show no signs of the economy slowing down - Apollo
UBS boosts NVDA target as checks confirm demand still 'exceedingly robust'
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing to plead guilty in 737 MAX fraud case Jul 08, 2024

Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PARA, GRFS, and more
Paramount and Skydance agree to merge, shaking up entertainment industry
Merger Monday: Carlsberg to buy Britvic in $4B deal
SA Asks: What's a good alternative stock to Nvidia?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Earnings season kicks off Jul 07, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Labour by a landslide Jul 05, 2024

Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20).
Show Notes:
Bitcoin slumps below $58K for the first time in two months
Labour wins U.K. election, sweeping to power by a landslide
Automakers Honda and Nissan eye collaboration on software and EV charging
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tech leads stocks to new highs into July 4 Jul 03, 2024

The Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock. (5:04)
Show Notes
Odds of Harris getting Democratic nomination now even with Biden
JPMorgan chief global markets strategist Marko Kolanovic said to leave bank
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FTC moves to block Tempur Sealy's $4B Mattress Firm deal Jul 03, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla shares gaining more momentum Jul 02, 2024

Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)
Show Notes
The top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofA
M&A thrills: Meet the new theme park sector giant
SA subscribers believe this will be the top-performing S&P 500 stock in H2
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Paramount gains on Barry Diller buzz, streaming merger talks Jul 02, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Roaring Kitty returns with Chewy stake and facing lawsuit Jul 01, 2024

Keith Gill discloses 6.6% stake in Chewy and is named in pump-and-dump class action. (0:15) Manufacturing activity contracts again. (2:20) Tech industry turns to nuclear for AI power demands. (4:40)
Show Notes
AI megacap stocks face a tough valuation test this earnings season
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

BlackRock to acquire Prequin for $3.2B Jul 01, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jobs in spotlight this holiday week Jun 30, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nike ‘comeback takes time,’ shares drop Jun 28, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Walgreens plunges as it preps to shutter stores Jun 27, 2024

Shares hit multi-year-low on weak guidance. (0:16) Levi's shares fade fast. (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26)
Show Notes
Durable goods orders edge up in May
The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

SpaceX said to hit $210B valuation, wins $843M NASA deal Jun 27, 2024

SpaceX said to hit $210B valuation, wins $843M NASA deal. (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BB, MU, and more
The negative correlation between the dollar and the S&P 500 will continue - Piper Sandler
Amazon joins $2T market cap club, boosted by Rivian stake and AI wave
Morgan Stanley to deploy OpenAI-powered assistant for financial advisors
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed will take notice of FedEx Jun 26, 2024

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
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tech stocks recover, South Korea grants and Micron's Q3 Jun 26, 2024

Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P, Dow futures tick up after tech stocks recover
Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data
Exxon threatens to suspend French refinery if strike continues
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Pfizer working on new weight-loss drug mechanism Jun 25, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing shifts to stock deal to acquire Spirit Aerosystems Jun 25, 2024

Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DJT, SEDG, EPAC and more
Shein confidentially files paperwork for possible London IPO - reports
Uber cutting out idle time for NYC drivers by enacting lock-out periods - report
Google working on customizable chatbot product to rival Meta, Character. AI - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UAE gets ready to roll the dice on casinos Jun 24, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

ByteDance reportedly teams with Broadcom on AI chip Jun 24, 2024

ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: RXO, RMD, and more
CDK Global works on fixing data breach that hit thousands of car dealers
Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity
Gap between growth and small-cap is huge, but don't call it a bubble - Oppenheimer
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation data and NIke earnings on the way Jun 23, 2024

A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)
Show Notes
Stocks with the highest ROIC but not the highest valuation
Apple and Meta have held talks about AI partnership
GLP-1 drugs linked to reduced dementia risk: study
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Qualcomm dips following reports of AI laptop struggles Jun 21, 2024

Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links: Biggest stock movers: ASAN, SWBI, and more
Unprofitable growth stocks with a path to profitability - GS
Top 10 Info Tech stocks according to SA Quant Ratings
SoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Dell, Super Micro in on xAI supercomputer Jun 20, 2024

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
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Switzerland cuts rates again as Fed holds steady Jun 20, 2024

Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company. (00:56) Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, DJT, and more
BlackRock sees no AI bubble and says AI winners will drive market returns for a while
Accenture plans to buy Fibermind - a network services player in Italy
U.S. homebuilder sentiment declines for the second month
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Softer retail sales, rate cuts and tech's top targets Jun 18, 2024

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
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Supreme Court refuses to hear Florida sports betting case Jun 18, 2024

U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring. (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
J.P. Morgan’s top picks within Defensives
Most shorted S&P 500 stocks in May
Biden set to reopen U.S. oil reserves if gasoline prices surge again - FT
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Social media can be hazardous to your health Jun 17, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Toyota faces shareholder revolt over chairman seat Jun 17, 2024

Toyota (TM) proxy advisers demand vote against chairman amid scandal. (00:25) Boeing (BA) whistleblower reports to FAA have jumped since 737 incident. (02:10) Federal Reserve is well poised to be patient on rate moves, Kashkari says. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Ozempic drives more demand for smaller clothes, WSJ reports
10 predictions on how artificial intelligence will reshape the world: UBS
SA Asks: What is the No. 1 cybersecurity threat facing companies today?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail highlights a holiday week Jun 16, 2024

Retail sales are expected to climb for the first time since January. (0:18) How can you build a rate-agnostic portfolio? (1:34) Deadpool & Wolverine set for a record open. (3:52)
Show Notes
Goldman Sachs raises its S&P 500 year-end target to a joint Street high at 5,600
Earnings calendar
Catalyst Watch
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EV tariff battle Jun 13, 2024

China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11)
Show Notes
Chinese stocks with improving earnings momentum and expectations of margin expansion
Broadcom soars as Q2 results, stock split buoy hopes
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Elon Musk: Tesla shareholders on track to approve pay and Texas move Jun 13, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stocks jump on cool inflation, steady Fed Jun 12, 2024

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
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Paramount merger talks with Skydance called off Jun 12, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Musk threatens Apple ban Jun 11, 2024

Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)
Show Notes
Tesla topped Chevron as most shorted large-cap stock in May
Supreme Court seeks Biden administration views on Honolulu climate lawsuit
General Motors approves new $6B share repurchase program
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple Intelligence Jun 11, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI chip jitters? Jun 10, 2024

AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)
Show Notes
Stocks with the highest and lowest liquidity - Goldman Sachs
Megacaps tend to get more retail juice post-stock splits - Goldman
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Five Japanese automakers accused of falsifying safety data Jun 10, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Fed, CPI and Apple AI Jun 09, 2024

The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)
Show Notes
Earnings calendar
Dividend Roundup
7 Actionable trading ideas - Piper Sandler
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

May jobs report to show more balanced labor market Jun 07, 2024

May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Rate cutting cycle in full swing Jun 06, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia hits $3T, faces antitrust challenges Jun 06, 2024

Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for $400M IPO. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Nvidia at $3T: ETFs with the biggest weightings in the hot AI chipmaker
Biggest stock movers: LULU, FIVE, and more
S&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junk
Lululemon delivers strong Q1 and hikes profit guidance above street view
Victoria's Secret sees sales and profits decline in 'challenging and competitive' environment
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Rave over: FDA shuts down MDMA therapy Jun 05, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

PA court cuts Bayer’s Roundup verdict from $2.25B to $400M Jun 05, 2024

Bayer's (BAYRY) $2.25B Roundup verdict cut to $400M by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut staffing needs this year as carrier faces shortage of planes. (01:01) Nike (NKE) cuts jobs at its European headquarters as part of $2B cost-cutting plan - report. (03:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRWD, HPE, and more
Elon Musk estimates Tesla will spend up to $4B this year on Nvidia AI chips
Microsoft invests in AI startup Touchcast as it improves gen-AI efficiency: report
The EV-related stock that is up 100% this year and still loved by both analysts and quants
'Roaring Kitty's' GameStop trades come under probe by Massachusetts regulator - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil sinks to February lows Jun 04, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft faces complaint over kids’ data rights Jun 04, 2024

Microsoft (MSFT) faces advocacy group's privacy complaint in Austria over education program. (00:25) Illumina (ILMN) board approves spinoff of GRAIL. (01:54) NYSE to bust erroneous trades in Berkshire Hathaway's (BRK.A) class A shares - report. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GME, HQY, and more
Bill Ackman's Pershing Square seeks to raise $25B for U.S. closed-end fund - report
Morgan Stanley's E*Trade considers kicking 'Roaring Kitty' off platform - report
Goldman Sachs adds 5 stocks, including 2 solar names, to its U.S. 'conviction list'
U.S. home power bills forecast to jump nearly 8% this summer - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI chip war heats up Jun 03, 2024

Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52)
Show Notes
'Sell in May and go away' didn't work (again) but that's good for the year
ISM Manufacturing PMI declines in May for a second month in disappointing print
Waste Management confirms deal to buy Stericycle for $62/share
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GameStop surges as Roaring Kitty strikes again Jun 03, 2024

GameStop surges as Roaring Kitty reveals $116M bet. (00:26) Skydance's latest offer allows Paramount holders to cash out for $15/share - reports. (02:12) Waste Management near deal to buy Stericycle - WSJ. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, GSK, and more
Stocks most loved by hedge funds and mutual funds
Stocks most shunned by hedge funds and mutual funds
Tesla shareholders outside of U.S. are at risk of missing vote
Live Nation confirms Ticketmaster was hacked
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Will the labor market keep humming? Jun 02, 2024

Economists expect that another 185K jobs were added in May. (0:18) Nvidia 10-for-1 stock split on the way. (1:46) A deeper dive into crypto ETFs. (5:35)
Show Notes
Elon Musk accused of $7.5B insider trading by Tesla investor
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump Media falls after verdict reached in New York criminal case May 31, 2024

Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. (01:15) AI content deals said to be under DOJ scrutiny. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ZS, DELL, DJT, and more
Walmart jumps head of Amazon Prime Day with its Walmart+ Week event
EU approves Biogen treatment for genetic form of ALS
Home prices hit new all-time highs in March - S&P CoreLogic Case-Shiller
XLU and its 10 top holdings on course for May win as AI investing lights up utility stocks
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GDP revised down to 1.3% with weaker consumption May 30, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google confirms leak of algorithm documents May 30, 2024

Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear reactors. (01:16) Homeland Security cracking down on customs brokers used by Shein, Temu (PDD). (03:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRM, PATH, and more
Activist investor Nelson Peltz sells out of entire Disney stake - CNBC
Gap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unprecedented - Evercore ISI
Stocks with momentum and at least 5% EPS revisions since end of March - Wolfe Research
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cathie Wood invests in Elon Musk's xAI May 29, 2024

ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record exposure to Magnificent 7. (5:00)
Show Notes
American Airlines stock slides on adjusted profit guidance cut
OpenAI to see PWC become its largest ChatGPT Enterprise customer
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

ConocoPhillips sets sights on Marathon Oil-report May 29, 2024

ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59) Trading platform Robinhood (HOOD) launches $1B share buyback plan. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: HOOD, AAL, and more
Hess shareholders approve $53B sale to Chevron
First of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - report
BHP wants more time to discuss $49B takeover bid for Anglo American
Volkswagen is still charging ahead with plans for a low-cost electric vehicle launch in Europe in 2027
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

T-Mobile highlights day of deals May 28, 2024

T-Mobile to buy substantially all of UScellular's wireless operations. (0:16) Consumer confidence snaps losing streak. (2:26) UBS boosts S&P target to Street high. (4:51)
Show Notes
Energy Transfer to buy WTG Midstream in $3.25B cash and stock deal
Bitfarms jumps after rejecting $2.30 a sharer offer from rival Riot Platforms
CrowdStrike gains as Morgan Stanley sees it topping $100B valuation soon
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Hess shareholders set to vote on Chevron deal May 28, 2024

Hess (HES) shareholders to vote on proposed $53B sale to Chevron (CVX). (00:25) Micron (MU) said to plan new DRAM chip factory in Hiroshima. (01:42) Fed's Kashkari: More positive inflation data needed before rate cut, can't rule out hike. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GME, MOMO, and more
Earnings week ahead: Salesforce, Costco, Canopy Growth, Dell, Dollar General, and more
Elon Musk’s AI startup xAI hits $24B valuation after latest fundraising round
Families of Uvalde school shooting victims sue Meta, Microsoft's Activision
Auto insurance inflation set to tap on the brakes, BofA economist says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The market's window of inflation May 27, 2024

Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
Chaim Siegel Is Bullish For 2024
All About Inflation (Again)
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

Here comes the Fed's favorite inflation gauge May 26, 2024

The core PCE price index for April hits Friday. (0:14) Salesforce, Best Buy and Chewy highlight earnings. (0:55) GameStop cashes in on meme resurgence. (3:02)
Show Notes
Cathie Wood says investors at Great Depression-level of intensity in search for safety
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation fuels Burger King, McDonald’s $5 meal showdown May 24, 2024

Burger King (QSR) to launch $5 value meal to outshine McDonald’s (MCD). (00:30) SEC approves spot ethereum (ETH-USD) ETFs in huge win for crypto world. (01:48) Nvidia (NVDA) cuts AI chip price in China amid competition from Huawei - report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: WDAY, INTU, and more
Tesla's Elon Musk no longer in favor of U.S. tariffs on Chinese EVs
Norfolk Southern reaches settlement with EPA, DOJ and DOI on Ohio derailment
Alphabet, Meta eye multimillion-dollar AI partnerships with Hollywood studios
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia soars on strong earnings, guidance, and stock split May 23, 2024

Nvidia (NVDA) gains as Q1 results, guidance top expectations; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action is ready. (02:07) Moderna (MRNA), BioNTech (BNTX) close with double-digit percentage gains amid bird flu fears. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, SNOW, and more
First SpaceX satellites for U.S. spy constellation take off; Russia launches 'space weapon'
Chip race: South Korea commits $19B for local chip-making to keep an edge
DuPont to split into three companies; Koch to become CEO, succeeding Breen
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Australia bans weight loss drug copycats May 22, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Deadline looms for BHP’s bid for Anglo American May 22, 2024

BHP has hours left to make binding takeover bid for Anglo American (NGLOY). (00:28) XP Power (XPPLF) rejects Advanced Energy's (AEIS) takeover proposal. (01:25) Tesla (TSLA) rallies after highlighting its electric Semi potential during a rare conference appearance. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: URBN, VSAT and more
The real AI stock darling since the boom isn't Nvidia -- Bank of America
Lululemon continues to lose ground as consumers tastes shift, competition builds
JPM lists stocks with the least price swings, most attractive option-sale candidates
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Comcast enters streaming bundle race May 21, 2024

StreamSaver will cost $15/month for Peacock, Netflix and AppleTV+. (0:16) The SEC could do a 180 on an ether ETF. (1:33) Next stop Dow 60,000 and S&P 8,000? (4:15)
Show Notes
Macy's Q1 results top expectations, lifts guidance, but comp sales remain negative
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S probes ArcelorMittal’s claim of patent violation by Vinfast May 21, 2024

U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PANW, GOTU, and more
Bank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is pricey
Hims & Hers surges on cheap compounded versions of semaglutide
Full 180? Ether surges on report of SEC's sudden progress on spot ETF filings
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Target cutting prices on 5,000 items May 20, 2024

Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shrimp hastens Red Lobster bankruptcy. (4:05)
Show Notes
Nvidia in focus as Barclays, Stifel boost price targets ahead of Q1 results
The name Magnificent 7 needs to be retired - Goldman
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil on watch as Iranian president dies, Saudi king treated May 20, 2024

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.
Show links:
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?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big week for AI as Nvidia reports May 19, 2024

Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59)
Show Notes
Dividend Roundup
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Where Fed is likely to go and what that means for equities May 18, 2024

Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts
Show links:
Historic week ends with S&P above 5,300, Dow scaling 40K for the first time ever
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

Reddit surges on OpenAI partnership May 17, 2024

Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) slashes dividend by 80% to fund restaurant overhaul. (02:44)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers today: RDDT, CBRL, and more
AI investing: UBS lists stocks providing exposure to turbocharged AI investment cycle
Neuralink looking for second participant for Telepathy cybernetic brain implant
Under Armour's 18-mo reset timetable is too long - analyst
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AT&T strikes deal with AST SpaceMobile May 16, 2024

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.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation eases back May 15, 2024

April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08) Goldman screens for best option plays. (5:11)
Show Notes
Cathie Wood sells over 300K shares of Jack Dorsey’s Block this week
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Comcast unveils StreamSaver bundle May 15, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meme trade day 2: Huge swings and trading halts May 14, 2024

AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22)
Show Notes
Meme stock craze continues; GameStop, AMC see multiple volatility halts
Berkshire Hathaway's mystery stock bet might be revealed soon
10 lessons from earnings season
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wegovy patients maintain weight loss over four years May 14, 2024

Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24) Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buys foodpanda delivery business in Taiwan for $950M. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, ALC, and more
How April CPI inflation data may influence the Fed's rate path decision
Stocks with more than 10% short interest - Finviz Screener
Morgan Stanley names 6 stocks to help investors navigate the consumer downshift
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meme stock vibes return as GameStop soars May 13, 2024

Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and bears. (4:53)
Snow Notes
Magnificent 7 predicted to reinvest $350 billion this year
Nvidia favorite in AI basket, gets Buy rating at Jefferies
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Arm forges ahead in AI chip development - report May 13, 2024

Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama. (01:28) Amazon to invest $1.3 bln in France, create 3,000 jobs - report. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ZK, TME, GME, and more
Magnificent 7 predicted to reinvest $350 billion this year
Workers at Apple's first unionized store vote to authorize strike
South Korea plans over $7B aid package to boost local chip industry - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

April CPI and Walmart earnings in spotlight May 12, 2024

CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google search competitor. (4:58)
Show Notes
Barclays spotlights 44 stocks to watch if inflation remains sticky
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Will inflation be larger than we think? May 11, 2024

AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
T-bills, gold and macro volatility
Gold jumps to highest in a month as data signals slowing economy, likely rate cuts
Citadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

U.S. to impose tariffs on Chinese EVs - report May 10, 2024

New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report. (01:26) McDonald's (MCD) beefing up investment in digital marketing. (03:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: U, NVAX, and more
Elon Musk’s Neuralink reports malfunction in first in-human brain implant
Ford tempering pledge to go full-EV in Europe by 2030
BP aims to buy Tesla supercharging sites for U.S. expansion - Bloomberg
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CBS, Paramount Plus could be up for sale May 09, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney, Warner Bros. to bundle streaming services May 09, 2024

Disney (DIS) and Warner Bros. (WBD) unveil streaming bundle, similar to cable TV package. (00:22) General Motors (GM) saying goodbye to Malibu to increase production of EVs and hybrids. (01:06) Chinese EV maker NIO to launch its lower-priced brand Onvo on May 15 - report. (02:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ABNB, ARM, SEDG, and more
Shoplifting crackdown: Retail theft ring targeting Macy's, other retailers busted
Seasonal U.S. demand for gasoline, diesel worst since 2020, hitting refining margins
Sony, Apollo plan to sell CBS, cable channels after buying Paramount - NYT
Scattered Spider hacking group said to target banks, insurers
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. reportedly restricts Qualcomm, Intel over Huawei supply May 08, 2024

Biden administration reportedly revokes export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers profitable quarter on an adjusted EBITDA basis in first results since IPO. (01:13) Royal Caribbean (RCL) to hire thousands to keep up with record cruise demand - report. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LYFT, RIVN, TWLO, and more
Boy given Pfizer experimental Duchenne muscular dystrophy therapy dies
Tesla in China: Elon Musk eyes robotaxi testing; top exec returns to lead local business
TikTok sues U.S. government over law forcing its sale or ban
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple goes big on iPads May 07, 2024

Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45)
Show Notes
Druckenmiller cuts Nvidia stake, says AI may be 'overhyped' near term
Palantir sell-off is 'golden buying opportunity,' Wedbush says
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lucid retreats as Q1 disappoints May 07, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Musk says Buffett should buy Tesla stock May 06, 2024

Elon Musk says Berkshire should take Tesla stake after trimming Apple. (0:16) Robinhood Crypto gets SEC Wells Notice. (1:41) iPhone takes top 4 spots in Q1 smartphone sales. (2:18)
Show Notes
Earnings estimates for the Magnificent 7 are ramping up. What about the other 493?
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing’s Starliner poised for first crewed mission May 06, 2024

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.
Show links:
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?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney earnings, Apple event highlight week May 05, 2024

Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)
Show Notes
Goldman’s top 50 Stable Growth stocks
Full earnings calendar
Catalyst Watch
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Dave & Buster’s plans online arcade betting May 03, 2024

Dave & Buster's (PLAY) arcade game betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands $827M in state funding to help expand manufacturing plant in Illinois. (01:16) Apple (AAPL) Q2 results top expectations despite iPhone fears; unveils $110B buyback. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AAPL, SQ, and more
J.P. Morgan cautious on crypto with retreat by retail investors, dearth of upside drivers
Marijuana opposition group raising money to fight cannabis rescheduling
Sony, Apollo send letter advancing $26B Paramount bid - reports
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Peloton cycles through CEO May 02, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FTC reportedly set to approve Exxon-Pioneer deal May 02, 2024

Exxon (XOM) set to win FTC OK for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as stock soars after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to lay off hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: QCOM, DASH, and more
'Sell in May and go away': Does it apply in 2024?
These are the 10 biggest ETFs focused on Artificial Intelligence
Novo Nordisk lifts guidance as Ozempic, Wegovy sales surge; but stock falls 3%
Bitcoin starts May with a downward spiral, sliding to below $60K mark
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed takes a dovish turn May 01, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Starbucks disappoints May 01, 2024

Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop AI content, products: report. (02:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AMD, PINS, SMCI, and more
Expect no rate change, hawkish tone, balance sheet clues at Fed meeting
Amazon sticks with the master plan of no dividend payouts, heavy capex spending
Microsoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the country
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DEA to reclassify marijuana as a less dangerous drug Apr 30, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

NBC pitches $2.5B a year for NBA TV rights Apr 30, 2024

NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NXPI, MSTR, ST, and more
Amazon earnings are coming. Could a dividend announcement be part of the mix?
Tesla's big rally on China developments is called overdone by Wells Fargo
Lululemon downgraded as apparel tastes change, competitors gain in popularity
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

This may be the best time to pick stocks Apr 29, 2024

The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)
Show Notes
With rate cuts pushed out, Goldman looks at quality stocks
Tesla's 'watershed' moment in China helps lift Chinese electric vehicle stocks
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Philips settles ventilator recall lawsuits Apr 29, 2024

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)
Episode transcripts seekingalpha.com/wsb.
Show links:
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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed, jobs report ahead as Apple, Amazon report Apr 28, 2024

Traders will be looking for any hints to the timing of rate cuts. (0:17) Apple and Amazon lead the earnings parade. (2:06) Elon Musk makes surprise visit to China. (4:12)
Show Notes
SA Analyst Roundtable: When will the Fed cut rates?
Earnings Calendar
Baird says short interest increased in April in the fashion and wellness industries
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

T-bills, gold and macro volatility Apr 27, 2024

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Snap soars on surprise profit beat, strong revenue forecast Apr 26, 2024

Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GOOG, MSFT, SNAP, and more
Hertz slides 20% as depreciating Teslas dent the bottom line
Honda to spend C$15B to expand electric vehicle efforts in Canada
FCC votes to bring back net neutrality rules
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Weak GDP raises stagflation debate Apr 25, 2024

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia to acquire two Israeli AI startups Apr 25, 2024

Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: META, IBM, F, and more
Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says
GDP watch: U.S. economic growth likely slowed in Q1
BHP weighs potential takeover of Anglo American - Bloomberg (update)
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing cites safety progress as loss narrows Apr 24, 2024

Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53)
Show Notes
Stock investors facing 'meaningful losses' but hope lies in key metric
Durable goods orders rise more than expected in March
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google delays phaseout of third-party cookies Apr 24, 2024

Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, TXN, ENPH, and more
JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance
Grayscale files to register shares of ethereum trust, plans for lower-fee substitute
History suggests the materials sector is about to hit a seasonal peak, RenMac says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

California vs airport security line jumping Apr 23, 2024

State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)
Snow Notes
J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet
U.S. PMI Manufacturing unexpectedly slips into negative territory in April
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth confirms personal data compromised in cyberattack Apr 23, 2024

UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: IBRX, NVS, and more
FTC sues to block Capri Holdings $8.5B sale to Tapestry
Headed into earnings, most Magnificent 7 stocks are well off their 2024 peaks
California bill aims to ban Clear from airport security lines
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tech trade tide turning? Apr 22, 2024

UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11)
Show Notes
Goldman picks top capex and R&D stocks
Tesla skids to a new 52-week low with earnings on tap for Tuesday
Verizon gains as Q1 earnings top estimates
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla’s weekend moves: price cuts, pressures precede earnings Apr 22, 2024

Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce's (CRM) talks to acquire Informatica (INFA) flame out - WSJ. (01:39) MEVCO, Rivian (RIVN) ink pact to provide EVs to the mining industry. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: INFA, crypto-related stocks and more
Earnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and more
Citadel calls Trump Media CEO a `proverbial loser' amid claims about short selling
Sneakerheads losing interest and spending less
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla, Meta, Microsoft, Alphabet lead big earnings week Apr 21, 2024

Four of the Magnificent 7 headline a busy earnings week. (0:19) Investors get first look at Q1 GDP. (2:46) House passes $95 billion aid and security package. (4:29)
Show Notes
Is the AI trade losing favor?
Catalyst Watch
Dividend Roundup
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix dips, plans to stop reporting subscribers Apr 19, 2024

Oil gives back gains after latest Mideast worries. (00:27) Netflix (NFLX) dips despite beating subscriber, financial forecasts with double-digit growth. (01:24) Apple (AAPL) ordered to pull Meta's WhatsApp, Threads from China App Store. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NFLX and PARA
Bitcoin halving on deck – here’s what to expect
Paramount jumps on report Sony in talks with Apollo over joint bid
Truist upgrades energy sector to overweight as technicals improve
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Air Caitlin Clark? Apr 18, 2024

Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cries 'uncle' on its Tesla Buy. (3:29)
Show Notes
Apple might wait until September to reveal most new AI features
14 companies with a near-term catalyst around 1Q earnings - MS
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

TikTok divestment bill on potential fast track Apr 18, 2024

Snapchat (SNAP) surges as TikTok (BDNCE) bill on potential fast track through Congress. (00:23) Micron (MU) to get $6.1B grant from U.S. for local chipmaking projects. (01:14) 23andMe (ME) CEO Anne Wojcicki eyes taking DNA-testing company private. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: EFX, DUOL, and more
Tesla to let go of 285 employees in Buffalo, New York
Oracle to invest over $8B in Japan to meet cloud computing, AI demand
Nvidia retakes top spot from Tesla as IBKR's most actively traded during 'chaotic' week
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lilly weight loss drug succeeds in sleep apnea trial Apr 17, 2024

Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams up with Jessica Simpson. (3:25) Cathie Wood's flagship ARRK ETF falls below key technical level. (3:42)
Show Notes
Wedbush says these housing stocks can benefit from rising interest rates
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed’s restrictive policy needs more time to work Apr 17, 2024

Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of workforce. (01:24) Hawaiian Electric hits 40-year low as wildfire probe does not fault first responders. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UAL, JBHT, and more
Evercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. Apple
Shopify pits employees against each other to achieve higher pay - report
SA Analyst Roundtable: What's next for Boeing?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bond bulls and dollar bears in hibernation Apr 16, 2024

10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)
Show Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Live Nation reportedly faces antitrust lawsuit, shares drop Apr 16, 2024

Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ERIC, LYV, and more
Peloton pulls unlimited free app membership tier as it fails to draw paid users
Remain cautious on defense stocks amid Iran escalation: Wells Fargo
Broadcom questioned by EU regulators over VMware licensing: report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Goldman Sachs posts strong numbers Apr 15, 2024

Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it will lay off 10%. (4:01)
Show Notes
Small and midcap pair trades for every sector - Oppenheimer
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Samsung overtakes Apple as top smartphone maker Apr 15, 2024

Apple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees brace for potential layoffs - report. (01:01) J&J (JNJ) cough syrup recall classified as most serious in South Africa. (01:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: AA, MPW, and more
Earnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and more
Gold upgraded at Goldman Sachs amid geopolitical risks
U.S. hikes royalty fees for drilling on federal lands for first time in a century
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil market in focus after Iran attack on Israel Apr 14, 2024

Further conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earnings this week. (2:57) Piper Sandler picks Triple Select Stocks. (3:30)
Show Notes
The Federal Reserve Needs To Raise Interest Rates By A Quarter Point
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Strong economic data not necessarily bad for equity market Apr 13, 2024

Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPI
Riddled With Rates
Hot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutes
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. grapples with record high drug shortages Apr 12, 2024

Drug shortages in U.S. at highest level on record since 2001. (00:25) Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NRIX and APLD
Earnings Calendar
Big banks set to report Q1 earnings; seen adjusting guidance for fewer rate cuts
Exxon CEO's 2024 total pay bumped up 3% to $36.9M; Chevron CEO pay rose 12%
FDA chief sees no reason for delay in cannabis rescheduling
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wall Street tunes into the Masters Apr 11, 2024

Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45)
Show Notes
Global Stock leaders for 2030 in Fin Tech - UBS
Robinhood stock dips after Citi downgrades to Sell on fundamentals disconnect
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. regulation targets ‘forever chemicals’ in water Apr 11, 2024

New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Cathie Wood says she invests for a ‘5-year horizon' ... but ARKK has lost ground over that time
Amazon owes $525M in damages for patent infringement - jury
New additions to Goldman’s High Operating Leverage list
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Sticky inflation will give the Fed pause Apr 10, 2024

March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)
Show Notes
Cabot Wealth’s Top Ten list of stocks
Delta leads the airline sector higher after record Q1 earnings
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel unveils new AI chip, setting up race with Nvidia Apr 10, 2024

Intel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may be sitting on gold with its new business. (01:26) Philips (PHG) reaches agreement with DOJ, FDA on consent decree over sleep apnea devices. (02:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SGH and PSMT
JPMorgan’s top European picks
Fitch cuts China's credit outlook to negative on public finance risks
Q3 crude oil price outlook raised at Morgan Stanley on rising geopolitical risk
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Small business optimism at 11-year low Apr 09, 2024

Sales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fueling inflation. (1:47) Top silver mining stocks. (5:19)
Show Notes
Tilray guidance cut sends cannabis stocks lower
Google unveils in-house Axion chips to cut AI costs, reliance on Nvidia, others
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Samsung reportedly secures $6B grant for U.S. chip expansion Apr 09, 2024

Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MAXN, NTES, and more
PFAS ban in EU and U.S. could have negative implications for Amer Sports - analyst
Didi Global looks to mass produce robotaxi vehicles in 2025
HSBC to sell Argentina business for $550M, expects $1B pre-tax loss
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

J.P. Morgan's Dimon says rates could spike to 8% Apr 08, 2024

Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)
Show Notes
Citi's top recommended large-cap stocks
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Kimberly-Clark to sell PPE business to Ansell Apr 08, 2024

Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto stocks, FSLY, and more
Shein and Temu: Disruptors of Fast-Fashion and E-Commerce
Southwest Airlines 737 returns to airport after engine cover falls off
Housing affordability would’ve waned even without Fed tightening, study shows
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail inflation and big bank earnings arrive Apr 07, 2024

The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)
Show Notes
Earnings Calendar
Buy-rated and sell-rated stocks within Technology
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney to crack down on password sharing soon Apr 05, 2024

Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock mover today: Grindrod Shipping Holdings
Alphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spend
CVS Health to cover Perrigo OTC birth control pill
Brent crude tops $90 for first time since October as Middle East tensions spike
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Perma-Fix advances in PFAS chemical elimination Apr 04, 2024

Perma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Cosmetics stocks slump after Ulta Beauty (ULTA) warns on beauty sales slowdown. (01:29) Alphabet (GOOG) reportedly considers putting AI search behind paywall; stock perks up. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BB, LUNR, and more
Nvidia sees no disruptions to chip supply from Taiwan earthquake
Apple said to look at personal robots for 'next big thing:' report
Gold jumps to another record high after Powell's remarks; silver best since June 2021
Stock winners of Republican policy if Trump wins - GS
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney leadership survives proxy siege Apr 03, 2024

CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)
Show Notes
Buy vs. Sell ideas paired within each sector - Oppenheimer
Paramount gains amid report of advancing talks with Skydance
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Hanesbrands hit by Champion sale Apr 03, 2024

Hanesbrands (HBI) reportedly sells Champion to Authentic Brands. (00:22) Costco (COST) launches a weight loss program for members. (01:13) Amazon (AMZN) shelves Just Walk Out tech at some grocery stores. (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CALM, INTC, and more
Buy vs. Sell ideas paired within each sector - Oppenheimer
Apple's latest research suggests tech giant will be an 'AI winner'
Biden open to ending LNG export pause in push for Ukraine aid - Reuters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla deliveries a 'disaster' Apr 02, 2024

Tesla Q1 deliveries miss already-lowered expectations. (0:16) After a century, the General Electric stock market era is over. (3:49) See the most crowded stocks in each sector. (4:39)
Show Notes
Job openings roughly flat in February, with prior month's print revised down - JOLTS
SLB to buy ChampionX in all-stock deal valued at ~$7.8B
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mexico’s Pemex shifts crude exports as global supplies tighten Apr 02, 2024

Mexico said to cut some oil exports as global supplies tighten. (00:23) EV startup Canoo (GOEV) raises going concern doubts as it runs low on cash. (01:19) Florida Supreme Court allows adult-use cannabis bill to go to November ballot. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GE, GOEV, and more
Fidelity to impose new $100 servicing fee on some ETFs
Disney winning proxy battle with Trian with more than half of votes cast - WSJ
FedEx lost a key USPS contract to UPS. Should investors be worried?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

iPhone sales continue to look weak Apr 01, 2024

UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)
Show Notes
Wells Fargo's high-conviction tactical longs and shorts for Q2
Citi stays bullish on chips as February sales top average
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nippon Steel stands firm on U.S. Steel acquisition Apr 01, 2024

Nippon Steel's (NPSCY) new president committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate its fintech business. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LI, MMM, and more
Microsoft and OpenAI said to be eyeing $100B data center project
Spirit Airlines could get up to $200M in compensation for Pratt & Whitney engine problems
MicroStrategy among most squeezable as crypto short interest climbs
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

House of Mouse showdown Mar 31, 2024

Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)
Show Notes
AT&T says data set impacting about 73M current, former account holders leaked on dark web
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

State Dept. offers $10M reward for BlackCat intel Mar 28, 2024

US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeSantis fight in Florida. (01:35) Ford (F) eliminating more jobs at Dearborn F-150 Lightning plant - report. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: RH, AKBA, and more
UBS: A U.S. economic slowdown is ahead - Here are some indicators
J&J-Shockwave deal makes strategic sense: analysts
Sen. Sanders goes after Novo Nordisk on a study on Ozempic low manufacture cost
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump Media has meme vibes in options Mar 27, 2024

The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run to $200. (3:07) Robinhood offers gold cards (some made of actual gold). (3:57)
Show Notes
Coinbase stock dips as judge rules SEC case can move forward
Utilities have beaten semis most Aprils since 2011
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bridge collapse disrupts coal operations Mar 27, 2024

Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameStop (GME) slides after reporting weak sales tally for holiday quarter. (02:11) Apple (AAPL) confirms developer conference date. (03:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MRK, GME, DJT, and more
MS: Market under-appreciates mismatch between AI-powered demand and supply growth
Adobe unveils experimental AI journeys at Las Vegas summit
BlackRock's Larry Fink talks 'energy pragmatism' and a retirement 'revolution' in annual letter
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Florida bans social media for under-14s Mar 26, 2024

Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vessel that brought down Baltimore bridge. (1:10) McDonald's looks to sell Krispy Kremes nationwide. (3:04)
Show Notes
Trump Media soars with Nasdaq debut
Viking Therapeutics gains on early data for oral weight loss therapy
Durable goods orders rebound in February after two months of declines
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lucid Group secures $1B investment Mar 26, 2024

Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s largest oilfield services company has no plans to leave Russia - FT. (01:31) WeWork (WEWKQ) founder and former CEO Adam Neumann makes bid for company. (02:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: STOK, MSTR, WPRT, and more
Goldman stays bullish on commodities in anticipation of rate cuts
Ron DeSantis signs bill banning social media for kids under 14 in Florida
SPAC Digital World surges as Trump Media deal closes, set to trade Tuesday
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing CEO to leave year-end Mar 25, 2024

Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV stocks. (2:36) Like the Magnificent 7? Try the GRANOLAS. (4:53)
Show Notes
Wall Street Breakfast Survey: ETFs or Mutual Funds?
Super Micro Computer initiated with Overweight rating at JP Morgan
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

China blocks Intel, AMD chips in government computers Mar 25, 2024

China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) union wants board seat to 'save company from itself' - report. (01:14) Germany cannabis legalization on schedule as bill clears final hurdle. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DWAC, ACB, and more
Earnings week ahead: Walgreens Boots Alliance, Carnival, GameStop and more
Look beyond the Magnificent 7 to the GRANOLAS - Goldman
Blackstone said to weigh $1.89B sale of WeWork rival The Office Group
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed speakers off the hook Mar 24, 2024

FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings. (2:26) Goldman sees path to S&P 6,000. (4:38)
Show Notes
FAA said to mull limits on new routes for United after safety incidents
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx rallies on Express business improvement Mar 22, 2024

FedEx (FDX) rallies after Express unit delivers strong quarter. (00:27) Winnebago (WGO) sees better times ahead for RV industry. (01:41) Trump stands to gain $3B if DWAC shareholders clear deal to take Truth Social public. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FDX, NKE, and more
32 “Breakthroughs” stocks by BofA - Part 1
32 “Breakthroughs” stocks by BofA - Part 2
Reddit rockets as investors receive latest AI IPO
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Baconator aviator: burger delivery by drone Mar 21, 2024

DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last test on hypersonic missile. (3:45) AI startup Cohere looks for a $5 billion valuation. (4:22)
Show Notes
The top stocks with selling pressure across the Russell universe
The top stocks with buying support across the Russell universe
Medicare coverage for obesity drugs could strain federal budget: CBO
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The United States v Apple part 3 Mar 21, 2024

DOJ set to sue Apple for antitrust violations related to iPhone. (0:14) Reddit to debut after pricing IPO at top of range. (0:48) Apollo offers $11 billion for Paramount's film and TV business. (1:52)
Show Notes
Micron soars as Q2 results, guidance blow past expectations
Astera Labs soars as investors receive latest chip IPO
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stocks set new record as Fed still sees 3 rate cuts Mar 20, 2024

The FOMC kept its dot-plot steady despite higher growth and inflation forecasts. (0:15) The S&P 500 closes above 5,200 as yields fell. (0:27) Money manager risk appetite at 2-year high. (4:55)
Show Notes
JPMorgan Chase increases dividend by ~10% to $1.15
Topgolf Callaway spikes after unconfirmed report of potential sale
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chipotle fires up investors with 50-for-1 stock split Mar 20, 2024

Chipotle Mexican Grill (CMG) announces 50-for-1 stock split. (00:26) Saudi Arabia plans to pour $40B into AI technology: report. (01:19) Nordstrom (JWN) jumps on report of new takeover offer from founding family. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: INTC, CMG, PDD and more
JetBlue cuts flights to focus on 'bread and butter' routes - report
U.S. beverage sales cooled off but energy drinks, tequila and prepared cocktails are still hot
Reddit to 'evaluate' Nokia claim of patent infringement ahead of IPO
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Force is with Disney CEO Iger Mar 19, 2024

Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-news reaction to GTC. (2:30) EV maker Fisher halts production as it fights to survive. (3:11)
Show Notes
How the Magnificent 7 valuations stack up against bubbles of yore
Housing starts and building permits bounce back more than expected in February
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Unilever to spinoff ice cream business, cut 7,500 jobs Mar 19, 2024

Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO says giant Texas hydrogen project at risk without IRA tax credits. (01:38) Third time's the charm? Volkswagen (VWAGY) Tennessee auto workers vote to unionize. (02:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FUSN, NCMI, crypto stocks and more
Nvidia GTC 2024: Tech giant shows off new GB200 GPU, accelerated computing, more
AstraZeneca will buy Fusion Pharmaceuticals for ~$2B
Dril-Quip, Innovex to merge in all-stock deal
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bigger than the Super Bowl - sportsbooks gear up for March Madness Mar 18, 2024

Spike in bets on the women's games raises tournament handle expectations. (0:16) Apple talking to Google about using Gemini AI in iPhone. (3:45) Target limits self-checkout items to curb theft. (4:26)
Show Notes
Citi screens for 25 stocks with growth capex opportunity
Intel-backed Astera Labs boosts size of planned IPO
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Uber settles Australia taxi driver lawsuit, pays $178M Mar 18, 2024

Uber (UBER) to pay $178M to settle lawsuit by Australia taxi drivers. (00:27) SpaceX (SPACE) said to be building spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GOOG, FOUR and more
Earnings week ahead: FedEx, Nike, XPeng, Tencent, General Mills and more
How the Magnificent 7 valuations stack up against bubbles of yore
Citi screens for 25 stocks with growth capex opportunity
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed and Nvidia vie for market dominance Mar 17, 2024

Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)
Show Notes
Financials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.
Meta under federal probe over role in illegal drug sales: WSJ
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Adobe drops on light guidance despite quarterly beat Mar 15, 2024

Adobe (ADBE) tumbles as Q2 forecast falls short of expectations; unveils $25B buyback. (00:27) WW International (WW) expects to beat previously given Q1 subscriber guidance. (01:29) Apple (AAPL) acquires Canadian startup DarwinAI as AI arms race accelerates: report. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ADBE, GERN, and more
New York says first U.S. utility-scale offshore wind farm starts operations
Samsung expected to be awarded over $6B for expanded US investment
Nippon Steel defends deal for US Steel after Biden criticism
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Former Treasury Secretary aims to buy TikTok Mar 14, 2024

Steve Mnuchin says he's putting together a group to buy TikTok from China's ByteDance. (0:16) Another hot inflation report has rates climbing. (1:20) Marlboro Man easing up on the Budweiser. (4:47)
Show Notes
Retail sales rebound less than expected in February
Bio-Techne and Qiagen had the biggest increase in short interest levels last month - Baird
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lithium Americas could receive $2B government loan Mar 14, 2024

Lithium Americas (LAC) gains after report of expected $2B government loan. (00:25) Paramount (PARA) sells its Indian television business stake to Reliance for $517M. (01:19) GE HealthCare (GEHC) marks worst drop in 2024 as General Electric (GE) cuts stake. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: FSR, HOOD, and more
Palantir CEO blasts short sellers
Automotive stocks upgraded at Morgan Stanley; Ford is top pick
Elon Musk’s TSLA is now the worst performing S&P 500 stock YTD
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Spotify debuts music video streaming Mar 13, 2024

Spotify is beta testing in 11 countries as it looks to challenge YouTube. (0:17) New York Times accused of hacking OpenAI. (0:56) Dividend payments hit a record $1.66 trillion. (3:33)
Show Notes
Wells Fargo cuts Tesla to Sell with valuation pricey vs. rest of Mag 7
High conviction stocks with U.S. productivity opportunities due to AI
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla, Ford among automakers to get low ratings for partial automation systems Mar 13, 2024

Tesla (TSLA), Ford (F), GM among automakers to get low ratings for their partial automation systems. (00:25) Pentagon said to end plan for $2.5B Intel (INTC) grant: report. (01:44) Boeing (BA) fallout: Airlines brace for delayed plane deliveries. (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SKIN, CLOV, and more
U.S. federal budget deficit balloons to $296B in February
BYD unveils lower-priced version of electric hatchback e2
CME Group said to file application to start clearing U.S. Treasuries
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

February CPI comes in hot Mar 12, 2024

The road to 2% inflation continues to to be rocky. (0:15) JPMorgan's Jamie Dimon says a recession is still possible. (2:32) The Magnificent 7 stocks are cheaper than in recent years. (5:38)
Show Notes
Southwest Airlines shares dip on 2024 capacity reduction plan, citing Boeing issues
Oracle surges to new 52-week high as Wall Street sees another AI beneficiary
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Xiaomi to launch first EV in China, shares surge Mar 12, 2024

Xiaomi (XIACF) revs higher as first EV to launch in two weeks. (00:28) Disney (DIS) slams 'destructive' Peltz in new proxy-fight salvo. (01:29) Tyson Foods (TSN) to lay off 1,200 employees as it shuts its Perry pork packing plant. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ORCL, ACAD, and more
Hawaiian Electric loses bid to move Maui wildfire cases to federal court
Oracle hints at partnership with tech titan Nvidia
Alumina agrees to $2.2B all-stock buyout offer from Alcoa
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

50 injured on Boeing flight incident Mar 11, 2024

A Latam Airlines Boeing 787 to Auckland experienced a 'technical event.' (0:15) Bitcoin rallies past $71,000. (1:20) EQT to buy Equitrans in $35 billion natgas deal. (3:40)
Show Notes
Goldman's top 25 stock picking opportunities
Elon Musk says xAI will open source Grok chatbot 'this week'
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DraftKings, FanDuel, more enter NC as sports betting becomes legal Mar 11, 2024

DraftKings (DKNG) looks to ride hot streak with North Carolina launch just ahead of March Madness. (00:25) GE Healthcare (GEHC) study shows AI may predict immunotherapy effectiveness. (01:30) Delta (DAL) CEO sees delay for Boeing (BA) 737 MAX 10 deliveries until 2027 - Bloomberg. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto-linked stocks, MESO and more
Goldman's top 25 stock picking opportunities
U.S. reportedly mulls blacklisting CXMT
China property crisis: Minister says 'seriously insolvent' firms must go bankrupt
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Annual core retail inflation seen easing Mar 10, 2024

The core CPI is forecast to dip to 3.7%, with headline CPI steady at 3.1%. (0:20) DoJ reportedly investigating Alaska Airlines door blowout. (2:54) BofA sees gold rising, but at a slower rate. (4:46)
Show Notes
One bitcoin could be worth $115K after halving, study figures
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Excess liquidity; pockets of opportunity in energy + industrials Mar 09, 2024

David Trainer says the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity now in energy and industrials (3:40). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
It's All About Liquidity
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Citi says no U.S. soft landing, recession signs by summer
Rate cuts can start this year if disinflation continues: Powell in Senate hearing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Biden touts economic record in SOTU Mar 08, 2024

Biden uses State of the Union to tout economic record. (00:23) Reddit (RDDT) plans to price IPO March 20. (01:55) SEC charges Skechers (SKX) for undisclosed payments to executives' family members. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: DOCU, COST, MRVL, and more
Painting the world pink: Mattel goes all out on Barbie
Five reasons why Bitcoin reached a record high and why it will continue to rise - DB
Rivian Automotive soars after unveiling new models, adding capacity at Illinois plant
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia adding $1 trillion in market cap this year alone Mar 07, 2024

The chipmaker is gaining $22B in value every trading day, on aveage. (0:15) Oral weight-loss drug sees positive trial results. (2:45) JPMorgan Chase tried to buy Discover. (3:27)
Show Notes
BofA's stocks to watch
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

NYCB gets $1B investment boost Mar 07, 2024

New York Community Bancorp (NYCB) gets $1B investment from Mnuchin-led investor group. (00:26) Tesla (TSLA) may lose more production out of Germany than anticipated following arson attack. (01:57) Fortnite maker Epic Games says Apple (AAPL) has banned its developer account. (02:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: VSCO, BIG, and more
Starbucks' Middle East franchisee cutting headcount by 2K
Victoria's Secret shares plummet on expectations for challenging Q1
State of the Union: Economy, inflation and election in focus
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft engineer says AI tool creates dangerous images Mar 06, 2024

An employee says the Copilot Designer image generator is creating violent and sexual images. (0:15) Fed Chairman Powell sticks to script at the House. (1:21) Palantir gets US Army contract. (4:34)
Show Notes
Oppenheimer’s Buy vs. Sell ideas paired by each sector
Canoo falls on 1-for-23 reverse stock split
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bill demands TikTok divest from ByteDance or face ban Mar 06, 2024

U.S. bill demands TikTok (BDNCE) divest from China's ByteDance or face ban. (00:26) Nordstrom (JWN) shares sink as soft guidance overshadows upbeat Q4 results. (02:06) Jury orders Berkshire's PacifiCorp (BRK.B) to pay at least $29M to Oregon wildfire victims. (02:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRWD, JWN, BOX
Dodge launches all-electric Charger muscle car lineup
Disney trims losses as CEO Iger touts streaming profits this year, cash flow
Target rips 12% gain as investors eye higher margins, clean inventory and comp sales guidance
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Arson suspected at Tesla Gigafactory Mar 05, 2024

Employees evacuated, production halted at the factory in Germany. (0:16) 2025 could be historic for gasoline demand. (1:01) Target rallies on improved holiday profit. (3:00)
Show Notes
Wells Fargo screens for momentum names to play and contrarian plays to avoid
Apple's iPhone sales in China tumble 24% amid rising popularity of Huawei
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Philip Morris hit with lawsuit over Zyn Mar 05, 2024

Philip Morris' (PM) Zyn pouches hit with lawsuit. (00:25) Elon Musk dethroned as world's richest person after Tesla (TSLA) slump. (01:34) RealReal (REAL) is up more than 80% since earnings last week as liquidity fears fade. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GTLB, SFIX, AVAV
Oppenheimer’s Buy vs. Sell ideas paired by each sector
Walt Disney gains as Trian issues white paper to 'restore the magic'
Baxter in discussions to sell kidney care unit
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple App Store 'abusive' Mar 04, 2024

The EU fines Apple $1.95B over App Store's rules for music streamers. (0:16) Goldman rates Super Micro Neutral but the stock has already surged through its target. (4:02) Smaller Whole Foods Market Daily Shop stores to debut. (4:35)
Show Notes
Stocks with the most insider buying and selling
JetBlue gains, Spirit Airlines sinks after terminating merger agreement
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bitcoin surpasses $65,000; Nikkei tops 40,000 Mar 04, 2024

Bitcoin surges past $65,000 (0:30), Google could face antitrust claims (1:25), and Japan's Nikkei tops 40,000 (2:14).
Show Notes
Google could face some advertisers' antitrust claims, says US judge - report
Earnings week ahead: NIO, Costco, Target, JD.com, CrowdStrike, DocuSign and more
Toyota to invest $2.22 billion in Brazil
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Will jobs strength persist? Mar 03, 2024

Economists expect payrolls rose by 190,000 in February after the big January bump. (0:18) Opec+ extends supply cuts to midyear. (2:27) Fisker reportedly in talks with Nissan for cash injection. (2:54)
Show Notes
Seeking Alpha Catalyst Watch
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fisker’s future in doubt Mar 01, 2024

Fisker (FSR) shares in freefall after-hours on doubts it can continue as going concern. (00:24) Lordstown Motors (RIDEQ) charged by SEC with misleading investors. (01:38) Cyber threat: Biden orders investigation into security risks from Chinese cars. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: New York Community Bancorp, Dell Technologies, and more
Elon Musk's Neuralink cited by FDA for research quality control issues - report
Dell soars as strong AI server demand aids Q4, outlook; unveils 20% dividend hike
Figure AI confirms $675M in funding from Bezos, Nvidia, others; unveils OpenAI deal
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple shareholders reject AI transparency proposal Feb 29, 2024

Apple (AAPL) shareholders reject union proposal for AI transparency report. (00:26) UnitedHealth (UNH) hackers claim to have stolen millions of records: report. (01:54) Coinbase (COIN) stock briefly dips into red as some users see zero in their accounts. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Okta, Snowflake, and more
Anheuser-Busch reaches tentative deal with union; Molson Coors strike continues
Wendy's reverses on surge pricing after frosty reaction from customers
China's Xpeng and Volkswagen extend partnership to develop two B-class battery EVs
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Anheuser-Busch brewery workers poised to strike Feb 28, 2024

Anheuser-Busch InBev (BUD) faces down first big union battle of 2024. (00:25) UnitedHealth (UNH) falls amid report DOJ has launched antitrust review. (01:10) Apple (AAPL) cancels work on electric vehicle; to shift employees to generative AI: report. (01:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto-linked stocks, Beyond Meat, eBay, and more
Top 10 most overbought large-cap stocks on Wall Street
Microsoft faces another EU probe for alleged antitrust practices: report
OpenAI asks judge to dismiss parts of New York Times lawsuit over alleged 'hack' (update)
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba leads $1B investment in Moonshot AI Feb 27, 2024

Alibaba (BABA) leads record $1B funding round for China's Moonshot AI. (00:24) Broadcom (AVGO) halts $1B sale of Carbon Black business - report. (01:43) Wendy's (WEN) may test dynamic pricing in a first for the fast-food industry. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Zoom Video Communications, Unity Software, and more
Palo Alto Networks surges as Nancy Pelosi discloses purchase
Dollar Tree to pay over $41M to resolve investigation into product contamination
Boeing’s push to improve quality is inadequate, FAA panel says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google says Microsoft pitched Bing sale to Apple Feb 26, 2024

Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Li Auto, Intuitive Machines, and more
Earnings week ahead: Salesforce, Plug Power, Zoom, Snowflake, AMC Entertainment and more
ECB has one message for crypto investors: Bitcoin is bad
Warren Buffett talks Charlie Munger, earnings, markets, risk in annual letter
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cash flow, profitability and weirdly undervalued Russell 2000 Feb 25, 2024

Why cash flow and profitability are foremost on Austin Hankwitz's mind (0:20). Russell 2000 is weirdly undervalued - what it means for investors (3:10). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intuitive Machines reaches galactic heights with lunar landing Feb 23, 2024

U.S. scores first moon landing since Apollo era with Intuitive Machines' Odysseus (LUNR). (00:27) McDonald's (MCD) lays out expansion expectations for 2024. (01:31) Capital One (COF) deal for Discover (DFS) has $1.38B termination fee. (02:57)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Block, Booking Holdings, and more
Obesity drugs to expand U.S. GDP by 1% in the coming years: Goldman Sachs
Berkshire Hathaway Q4 preview: Cash, stock holdings, insurance progress
Mercedes-Benz rallies after backing off 50% EV target, unveiling new buybacks
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Large-scale cellular outage hits Feb 22, 2024

AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (2:28) Google pauses AI image generation over race concerns. (6:18)
Show Notes
14 buy-rated Stocks with big improvements in their ROE - Jefferies
Initial jobless claims unexpectedly fall in past week
B. Riley soars after board says company acted properly in regard to FRG buyout
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia skyrockets on Q4 beat Feb 22, 2024

Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said to reach first AI content licensing contract with Google (GOOG) (GOOGL). (01:52) Weight Watchers (WW) weighed down by fallout from 'GLP-1 House' - report. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVIDIA, Lucid Group, and more
Rivian Automotive slides after posting another loss, announcing cuts to salaried staff
10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and Intel
CVS Health invests $35M in affordable housing in Hawai'i
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Top Redditors getting IPO shares Feb 21, 2024

Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflation could be good for stocks. (1:10) Bezos sells more Amazon shares. (3:00)
Show Notes
PTON, PLUG, and CAR are some of the high beta losers to Sell according to Oppenheimer
Realty Income Q4 beats, FFO misses, and 2024 guidance comes in slightly soft
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia faces high expectations Feb 21, 2024

Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming venture partners Disney, WBD, Fox. (01:46) Amazon (AMZN) and Uber to be added to Dow Jones Indices. (02:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Palo Alto Networks, Teladoc Health, and more
Uber Eats is bringing robot deliveries to Japan
Samsung sells entire stake in ASML to advance in new areas - report
Palo Alto Networks plummets as it cuts full-year billings, revenue guidance
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Walmart buys Vizio Feb 20, 2024

As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05)
Show Notes
Goldman jumps on the Magnificent 7 earnings bandwagon
Home Depot falls after U.S. comparable sales growth disappoints
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Capital One snags Discover in $35.3B stock deal Feb 20, 2024

Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Discover Financial Services, Barclays, and more
Earnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and more
Eating at home could get cheaper this summer
XPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands begins
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Danielle DiMartino Booth on America's game of thrones Feb 19, 2024

Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts seekingalpha.com/wsb
Show Notes:
Trust The Data
January CPI Comes In Hot
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Here comes Nvidia Feb 18, 2024

Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)
Show Notes
Seeking Alpha Catalyst Watch
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OpenAI’s text-to-video AI model Feb 16, 2024

OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Roku, Coinbase, Applied Materials and more
MicroStrategy's $10B bitcoin stash sits on 70% unrealized profit
'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO says
White House: Russia building 'anti-satellite capability,' but no immediate safety threat
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Consumer stumbles as retail sales drop Feb 15, 2024

Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)

Show Notes
10 option overwriting calls that can capture 7% upside - BofA
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia’s AI bets include Arm, SoundHound Feb 15, 2024

AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cisco, Twilio, and more
Joann falls amid report of talks with lenders on cash infusion
Occidental Petroleum plans flat 2024 production, to cut two Permian Basin rigs
Roku facing mixed impact from proposed Walmart-Vizio deal, analysts say
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Companies share the buyback love Feb 14, 2024

Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)
Show Notes
Money managers now the most bullish they've been in two years
Kraft Heinz sees volume drop in Q4 as consumers push back on higher pricing
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lyft’s earnings typo sparks wild after-hours ride Feb 14, 2024

Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Lyft, Robinhood Markets, and more
Money managers now the most bullish they've been in two years
Jeff Bezos sells $4B of Amazon stock after Miami move
Ipsen gets FDA approval for pancreatic cancer drug regimen
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation reincarnation Feb 13, 2024

A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)
Show Notes
Morgan Stanley’s Fresh Money buy list
Microsoft's AI tool Copilot's early users have mixed reviews, question price tag
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bitcoin tops $50,000 Feb 13, 2024

Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: JetBlue, Waste Management, and more
Walmart and Energizer face class action lawsuits over battery prices
Federal judge dismisses PhRMA challenge to Medicare price negotiations
Diamondback sees growing pro-forma production with fewer wells after Endeavor deal
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Valentines Day strike disruption Feb 12, 2024

Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38)
Show Notes
After Meta debuts a dividend, Goldman does the math if big names follow suit
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Diamondback, Endeavor Energy to merge Feb 12, 2024

Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Joby Aviation, monday.com, and more
Earnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and more
The price of chocolate may be hard to swallow this Valentine's Day
Tesla trades lower than it did a year ago - reality check or buying opportunity?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

All eyes on CPI Feb 11, 2024

Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02)
Show Notes
IPO activity in U.S. expected to continue to improve in 2024, Goldman says
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Las Vegas set for Super Bowl jackpot Feb 09, 2024

The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cloudflare, Pinterest, and more
Focus on smokeless tobacco paying off for British American Tobacco
Five questions on investors’ minds for 2024 answered - UBS
Greenlight Capital founder: Markets are fundamentally broken by passive investors
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big names join AI Safety Institute Feb 08, 2024

Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22)
Show Notes
Greenlight Capital founder: Markets are fundamentally broken by passive investors
Philip Morris points to strong momentum as smoke-free sales climb
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney unveils buyback revival, ESPN's digital strategy Feb 08, 2024

Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Disney, PayPal, Arm Holdings, and more
U.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y sale
Stocks with expensive valuations vs their peers - BofA
Bill Ackman's Pershing Square files to launch new closed-end fund
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba's big buyback boost Feb 07, 2024

Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)
Show Notes
4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRA
J.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7
Roblox jumps amid bookings surge, strong outlook through 2027
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Snap falls on revenue miss despite growth Feb 07, 2024

SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and more
Palantir's 'off the charts' success shows the AI revolution is here
Pinterest's deal with Amazon is bigger than believed; may lead to Google pact
80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Obesity drug sales soar Feb 06, 2024

Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)
Show Notes
Oppenheimer's Buy vs. Sell ideas paired by each SMID sector
DocuSign to shrink headcount; company will stay public after failed takeover talks
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Palantir soars as Q4 revenues surge Feb 06, 2024

Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (01:51) Layoff season continues to roil across tech industry. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: BP, Palantir Technologies, Chegg and more
Virgin Galactic reports flight issue to FAA
Chegg's investment in AI taking longer to pay off
Invitae plunges amid report it may file for bankruptcy within weeks
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple Vision Pro potential 'game changer' Feb 05, 2024

The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)
Show Notes
Hertz Global hits the brakes on EV plans with Polestar Automotive
McDonald's falls short of Q4 comparable sales expectations
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Powell: Fed ‘careful’ amid strong economy Feb 05, 2024

Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Palantir (PLTR) Q4 earnings preview: Big expectations from commercial division. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cytokinetics, 4D Molecular Therapeutics, and more
Earnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and more
AI may be much more than a buzzword for Shopify
Watch this restaurant stock for a near-term bounce
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed speakers unleashed Feb 04, 2024

What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books are already Super Bowl 58 winners. (5:45)
Show Notes
Seeking Alpha's Catalyst Watch
Earnings Week Ahead
Companies with profit warnings after negative earnings season
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta soars on beat, solid outlook Feb 02, 2024

Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Intel (INTC) reportedly delays $20B chip facility in Ohio. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Amazon, Meta Platforms, and more
Apple falls as China worries overshadow sales growth
Amazon gains after holiday quarter sales shine and profits soar
BAE Systems buys Malloy Aeronautics, a British tech company
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Regional bank fears return Feb 01, 2024

Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25)
Show Notes
ISM manufacturing index hits highest level since October 2022
Plug Power completes first customer fill at Georgia green hydrogen plant
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney's lawsuit against Ron DeSantis dismissed Feb 01, 2024

Disney's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms length. (02:10) Qualcomm (QCOM) pops as Q1 results top expectations. (04:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Vaxart, Rocket Lab, and more
Li Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveries
Paramount gains amid report board has formed a special independent committee
Viking Therapeutics gains amid takeover speculation
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed holds rates, Powell shuts door on March cut Jan 31, 2024

Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)
Show Notes
Private sector adds 107K jobs in December, less than expected
Seeking Alpha's Alpha Picks portfolio
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Byron Allen makes $14B offer for Paramount Global Jan 31, 2024

Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT) to implement a 3-for-1 stock split. (02:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Paramount Global, Google parent Alphabet, and more
Ken Griffin: If China invades Taiwan, the U.S. could see “a great depression”
Embraer sees 13% increase in 2023 deliveries
Starbucks strikes confident tone on store growth and profitability despite headwinds
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. targets Chinese hackers Volt Typhoon Jan 30, 2024

Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) Job openings unexpectedly surge. (2:19)
Show Notes
Quality stocks that would outperform in 2024 - UBS
U.S. consumer confidence advances in January, hitting two-year high
UPS slides after revenue outlooks disappoints
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Saudi Aramco scraps plan to boost oil production capacity Jan 30, 2024

Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Super Micro Computer, Whirlpool, and more
Quality stocks that would outperform in 2024 - UBS
New federal energy standards won't ban gas stoves
Baker Hughes cut at Wolfe with 'too much risk' seen in LNG market
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Amazon purchase of iRobot terminated Jan 29, 2024

The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)
Show Notes
Goldman sees a positive yield curve by Q3; what does that mean for stocks?
Dollar Tree gains after J.P. Morgan turns bullish
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

United Airlines in talks with Airbus about Max 10 alternative-report Jan 29, 2024

United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chip subsidies for Intel (INTC) , Taiwan Semi (TSM), others - report. (02:06) China pumps the brakes on short-selling to bolster market. (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Koninklijke Philips, SoFi Technologies, and more
Earnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and more
Reddit reportedly looking at $5 billion IPO valuation
California playing 'dangerous game' with climate policies, Chevron exec says
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Boeing call and megacap earnings ahead Jan 28, 2024

Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play for Tesla. (5:14)
Show Notes
Seeking Alpha Earnings Calendar
Catalyst Watch
These are the top 10 ETFs with the most bullish sentiment - Barclays
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel stumbles on weak guidance Jan 26, 2024

Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the biggest shakeup to iOS and the App Store since launch. (01:25) California regulator OK's $45M PG&E (PCG) payment in Dixie Fire settlement. (03:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Intel, Visa, and more
These are the top 10 ETFs with the most bullish sentiment - Barclays
Florida House passes bill to ban minors from social media
Levi Strauss to cut global workforce 10-15%, reports mixed Q4 results
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Goldilocks GDP growth Jan 25, 2024

GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train wreck' earnings call. (4:00)
Show Notes
Incyte is the most overweight stock by hedge funds
Walmart is the least shorted stock by hedge funds
NextEra Energy strikes bullish tone for next three years after posting Q4 beat
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FAA blocks Boeing 737 MAX production expansion Jan 25, 2024

FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New Mexico as part of $3.5B investment in the U.S. state. (01:42) Haleon (HLN) to sell ChapStick to Suave Brands for $430 million in cash. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Tesla, Nokia, IBM, and more
PayPal Holdings placed on 30-day negative catalyst watch at Citi
TotalEnergies wins 20-year contract to supply renewable electricity to New Jersey
Tesla earnings call: AI talk, Gigafactory plans, Cybertruck and Optimus robot buzz
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

New Tesla model expected 2025 Jan 24, 2024

The new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outlook raises concerns. (2:41) Chipotle aims new benefits at Gen Z employees ahead of burrito season. (3:55)
Show Notes
Netflix is forcing Wall Street to play catch-up as stock continues to rocket
U.S. PMI Composite Flash rises in January as manufacturing back in expansion
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Berkshire utility ordered to pay $62M for 2020 wildfires Jan 24, 2024

Berkshire (BRK.A) (BRK.B) utility must pay $62M to Oregon homeowners for 2020 wildfires. (00:25) Southwest Airlines (LUV) flight attendants vote in favor of strike authorization. (01:26) Netflix (NFLX) earnings call: Expanding live and ads; growth through subs at higher prices. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Netflix, SAP SE, and more
Verizon hits best level in over a year as wireless growth aids telco
Strap in for Tesla earnings with plenty of wildcards in the mix
Apple scales back its car project while Waymo, Huawei and Xiaomi power up
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Earnings season goes up a gear Jan 23, 2024

Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the rights to WWE Raw. (3:33) Goldman Sachs picks its favorite return-on-equity growth stocks. (4:23)
Show Notes
Alibaba surges after Jack Ma, Tsai buy $200M company stock
Plug Power surges as CEO says finalized term sheet for $1.6B DoE loan
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix expectations Jan 23, 2024

Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:26) SEC unveils new details about its X account hack. (02:14) United Airlines (UAL) rallies after earnings beat, strong full-year guidance. (04:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: United Airlines, Coinbase, Digital World Acquisition, and more
Wall Street’s worst performing energy stocks of 2024
CAR-T therapies to get boxed warning on blood cancer risk
Western Digital rises after moving to top pick at Morgan Stanley
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Archer Daniels stock rocked by accounting inquiry Jan 22, 2024

Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indicators falls for 21st month in a row. (1:51) AI voice cloning startup gets Unicorn valuation. (3:47)
Show Notes
Stocks most at risk if the Fed reasserts higher-for-longer - JPM
China rushes to support yuan but stock markets bleed
Walmart to close Store No. 8 unit amid cost-cutting measures
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Macy’s rejects $5.8B offer Jan 22, 2024

Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash: Terraform Labs files for Chapter 11 bankruptcy. (01:36) SolarEdge (SEDG) to cut 16% of workforce as revenues slide. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Boeing, Coherus BioSciences, Archer-Daniels-Midland, and more
European gambling company Kindred Group in talks to be sold for $2.5B - WSJ
Red Sea crisis seen as bigger impact event for shipping than early pandemic
Beverage buzz: McDonald's new CosMc's concept starts off strong
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Uranium a big part of our energy future - Chris DeMuth Jr. Jan 21, 2024

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
Sifting the World
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Spirit still aiming for JetBlue combo Jan 19, 2024

Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvidia AI chips. (4:46)
Show Notes
Dividend Roundup: Costco, Target, Dell Technologies, Pfizer, and more
This is still a buy-the-dip stock market - BofA
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tech optimism rides to all-time high Jan 19, 2024

No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high (3:25).
Show Notes:
Commodity Roundup: Gold faces weekly loss as early Fed rate cut bets fade; Oil gains
Nasdaq leads S&P, Dow futures as tech bulls keep momentum
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Federal funding coming for EV charging ports Jan 18, 2024

The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder withdraws takeover offer. (5:15)
Snow Notes
Shorts are feeling the heat on these ten stocks
Apple pops after BofA upgrades on AI, Vision Pro as drivers for growth
Humana stock slides after cutting profit outlook on higher medical costs
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple antitrust suit nears Jan 18, 2024

Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. Morgan CEO Jamie Dimon rips bitcoin again. (2:32)
Show Notes
S&P, Nasdaq, Dow futures mixed with plenty of premarket data ahead
Plug Power discloses at-market stock offering of up to $1B, shares fall
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Consumers keep on spending Jan 17, 2024

Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlue better off without Spirit? (3:29)
Sbow Notes
A soft or no landing expected, with geopolitics as the biggest tail risk
Verizon slips as it says it will take $5.8B impairment charge in Q4
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil heading for a supply crunch? Jan 17, 2024

Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’Hare (2:10).
Show Notes:
Biggest stock movers today: Spirit Airlines, Chinese EV stocks, and more
China Q4 GDP grows less than expected amid weak spending, property market decline
Occidental CEO Hollub predicts oil supply crunch from 2025
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big day for deals Jan 16, 2024

The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)
Show Notes
Empire State Manufacturing Survey drops to levels not seen since 2020
Goldman Sachs Q4 earnings beat, helped by asset and wealth management unit
Apple continues drop even as it surpassed Samsung as 2023's top phone maker
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jam packed earnings week Jan 16, 2024

US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).
Show Notes:
Elon Musk wants 25% voting control in Tesla before advancing AI
Earnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and more
Stocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday Week
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

New secular bull markets hidden in plain sight Jan 14, 2024

Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
For Those Investors Stuck On Yield, 2023 Was Opportunistic
A Banner Year To Be A Contrarian In The Golden Age Of Active Investing
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big banks kick off earnings season Jan 12, 2024

J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)
Show Notes
Wells Fargo in charts: Corporate and Investment Banking revenue falls most Q/Q
BofA in charts: Revenue declines in most segments amid slower loan expansion
Delta Air Lines falls after profit guidance lands short of long-term target
Dividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and more
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EV names fall as Hertz hits the gas pedal Jan 12, 2024

EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. (00:27) CVS paring down pharmacy footprint inside Target (TGT): WSJ. (02:39) Amgen (AMGN) may be evaluating Cytokinetics bid; CYTK wants $130-$145 a share - report. (03:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Grifols, ZIM Integrated Shipping, and more
Boeing given formal notice of FAA probe into 737 Max 9 mishap
Meta Materials announces $1M civil penalty to settle SEC investigation
McKesson looking to sell Rexall pharmacy chain in Canada - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Consumer inflation comes in a little hot Jan 11, 2024

The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)
Show Notes
Berkshire Hathaway's share of Occidental Petroleum hits 34%
Google to lay off hundreds in voice assistant, hardware teams
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cummins to pay record fine for emissions cheating Jan 11, 2024

Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobot (IRBT) plunges to session lows amid report Amazon (AMZN) won't offer remedies in Europe. (01:41) SEC at long last approves spot bitcoin ETFs. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Crypto-linked stocks, Praxis Precision Medicines, and more
Consumer Price Index seen ticking up in December, with core number easing
Salesforce and Slack implement hiring freeze: report
Google to lay off hundreds in voice assistant, hardware teams
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Shipping costs soar amid Red Sea attacks Jan 10, 2024

Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock downgrade. (2:12)
Show Notes
Ten surprises that could affect markets in 2024
Walmart impresses at both CES and ICR with tech initiatives
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bitcoin spikes on false report Jan 10, 2024

Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WMT) to bring drone deliveries to millions more in Texas. (02:02) Amazon's (AMZN) Twitch to cut about 35% of workforce - report. (03:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Alcon, Intuitive Surgical, and more
Tesla launches upgraded Model 3 in North America at unchanged prices
U.S. oil production predicted to reach new records this year and next
Boeing CEO: Company must acknowledge quality issues with aircraft
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

United, Alaska Airlines find loose parts on 737s Jan 09, 2024

The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) Analysts adjust bank ratings ahead of earnings. (3:55)
Show Notes
Citi’s 30 stocks for its 2024 top themes
Netflix dips after Citi cuts rating on potential risks in '24-25 amid Street's 'lofty expectations'
Juniper Networks jumps 25% on report HPE is nearing buyout deal
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Vegas gets the AI treatment at CES Jan 09, 2024

Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by investor. (01:36) Juniper Networks (JNPR) jumps 25% on report HPE is nearing buyout deal. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Juniper Networks, Unity Software, and more
Top 10 stocks with the highest short interest on Wall Street
Activist Elliott builds $1B stake in Match Group - WSJ
Bausch + Lomb drops amid comments at JPMorgan Healthcare Conference
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple's Vision Pro to debut on Groundhog Day Jan 08, 2024

Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leaders strike spending deal that could avert shutdown. (3:33)
Show Notes
Real Estate is the top performing sector since the market’s October low
Oil falls after Saudi cuts crude prices amid supply, competition woes
BlackRock, ARK 21Shares set lower fees for spot bitcoin ETFs
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Shares of Boeing, Spirit AeroSystems plunge Jan 08, 2024

Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) for around $700M - Bloomberg. (01:44) Audacy (AUDA) files for Chapter 11 bankruptcy as ad sales crash. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Boeing, Harpoon Therapeutics, and more
Earnings week ahead: Citigroup, JPMorgan, UnitedHealth, Delta Airlines and more
Winter weather could mean hot returns for these stocks
Some electric vehicles are underperforming EPA range estimates - is yours one of them?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Will this market go higher than anyone expects? Jan 07, 2024

Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical analysis perspective, using Elliott Wave and Fibonacci (2:25). Taking advantage of AI, tech sector (6:00). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Job growth keeps chugging along Jan 05, 2024

Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48)
Show Notes
Dividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, and more
Aluminum and copper to boost in 2024 + other commodities calls - GS
Palantir slips as Jefferies downgrades, says AI is 'overhyped'
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

QuantumScape soars on Volkswagen battery test success Jan 05, 2024

QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in December, net sales up 9.9%. (01:32) McDonald's (MCD) faces backlash in Middle East impacting business. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Peloton, Medical Properties Trust, and more
Pepsico products pulled from Carrefour as retailer loses appetite for price hikes
Masking returns to some U.S. hospitals amid rising COVID, flu cases
Microsoft may soon supplant Apple as world's most valuable company
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft makes first keyboard change in 30 years Jan 04, 2024

The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:25)
Show Notes
Accelerating topline growth stocks - Goldman
Initial jobless claims fall to lowest level in 3 months
Mobileye weak Q4, full-year guidance sends shivers down spine of chip industry
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple reportedly settles gift card scam lawsuit Jan 04, 2024

Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-commerce tenfold. (01:46) CVS to drop Humira (ABBV) from certain formularies, cover biosimilars instead. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cal-Maine Foods, FuboTV and more
Microsoft adds Copilot AI button in first big change to PC keyboard in decades
Mark Zuckerberg sold $428M worth of Meta stock at the end of 2023
Piper Sandler downgrades Apple on iPhone sales and macroeconomic worries
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney's Iger gets backing Jan 03, 2024

Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)
Show Notes
Megacap rout in January is now consensus - BofA
Job openings fall more than expected in November - JOLTS report
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Maersk extends Red Sea pause Jan 03, 2024

Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this month. (01:19) Universal Logistics (ULH) to invest $50M for expansion into greater Roanoke, Virginia market. (01:53)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: SoFi Technologies, Bloomin' Brands and more
Top 10 stock ideas for 2024 Q1 - BofA
UPS, CRWD and TOL among Wells Fargo's 11 overweight tactical ideas
Tesla's China-made EV sales surged in December, capturing over half of global deliveries in 2023
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nasdaq 20,000 Jan 02, 2024

Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delivery expectations. (3:10)
Show Notes
Gap between all-time highs for the S&P 500 is the sixth longest in history
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fewer EV models qualify for full tax credit Jan 02, 2024

2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. (02:10) Corcept Therapeutics (CORT) plunges after loss in patent battle with Teva (TEVA). (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Li Auto, crypto-related stocks and more
Oil climbs as Iran sends warship to Red Sea after U.S. sinks Houthi boats
Avangrid cancels merger deal with PNM Resources
China's manufacturing expansion picks up driven by stronger domestic demand
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

2024: The Year Of Living Dangerously Dec 31, 2023

Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show Notes:
In Store For '24
Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHD
Ranking The Magnificent 7 Stocks And An ETF That Owns Them All (FNGS)
Portfolio Construction, Options And Covered Call ETF Vulnerability
Rob's Sungarden investment Publishing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Content providers look for OpenAI license deal Dec 29, 2023

Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:47) Foreign investors are bailing on a big bet on China stocks. (3:03)
Show Notes
20 global single name stock shorts for 2024 - Morgan Stanley
Fisker up 9% on huge increase in deliveries between Q3 and Q4
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Goodbye 2023, hello 2024 Dec 29, 2023

Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P, Dow experienced limited moves on the second to last trading day of 2023
Elon Musk’s Tesla likely to set up its first India manufacturing plant in Gujarat
Amazon, Meta, Booking, Uber on top at Wedbush in 2024
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cash was king in 2023 Dec 28, 2023

With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining stake of Grayscale. (2:55)
Show Notes
24 global single name stock longs for 2024 - Morgan Stanley
Initial jobless claims rise more than expected in past week
Intel slips even as Argus sings praise on AI, Israel foundry
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Crypto names extend gains Dec 28, 2023

Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
2024 Analyst Outlook: Lawrence Fuller On An Economic Soft Landing Scenario
Fannie, Freddie stocks backtrack after rally, analyst Bove weighs in
JD.com plans pay hike for staff amid competition, Chinese consumption woes report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

New York Times sues Microsoft, OpenAI Dec 27, 2023

The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46) Apple iPhone design chief said to join Jony Ive at new firm. (2:56)
Show Notes
Citi’s top stocks in healthcare
Softbank gets $7.6B worth T-Mobile stock at no extra cost
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Israeli grant lifts Intel Dec 27, 2023

Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to close Sunday. (01:16) Amazon Prime (AMZN) getting ads next month, or pay for ad-free streaming. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Coherus BioSciences, Bit Digital
Big buying opportunities in the financial and industrial sectors - analyst
Nio closes $2.2 billion strategic equity investment from CYVN
Best and worst performing big names of 2023
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple Watch ban begins Dec 26, 2023

Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new dominant COVID-19 strain. (2:27)
Show Notes
Citi’s top picks in Tech
Home price growth eases slightly in October: S&P CoreLogic Case-Shiller Index
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AstraZeneca to buy Gracell Biotechnologies Dec 26, 2023

AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim Ratcliffe for $1.3B. (01:46) Nano Dimension (NNDM) offers to buy Stratasys (SSYS) for $16.50 a share (update). (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Gracell Biotechnologies, MBIA and more
Airline profits set to take off in 2024
Intel's future may be turning around. One firm thinks it eventually splits up
Cannabis companies higher after Biden pardons thousands for marijuana offenses
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chaim Siegel is bullish for 2024 Dec 24, 2023

Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3 major drivers to bonds (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Chaim's Fed Trader
Episode transcripts: seekingalpha.com/wsb
Show links:
Initial jobless claims edge up to 205,000
Chance For A Market Dip In Early 2024 - Chaim Siegel
Wall Street Lunch: Big Moves In The Bond Market
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nike warns on soft sales, increased promotions Dec 22, 2023

Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZeneca (AZN) takeover interest. (02:35) Government opens investigation into frequent flyer programs. (03:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Rocket Lab, NetEase, Nike and more
Nine buy-rated stocks in the Communication Services sector - Citi
Becton, Dickinson in $85M settlement over failure to disclose defects with infusion pumps
DOJ says Ultragenyx to pay $6M to resolve Medicare claims allegations
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Warner Bros. Discovery reportedly in talks to merge with Paramount Dec 21, 2023

Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citigroup (C) plans to exit distressed debt trading - report. (01:54) Tesla (TSLA) supplier Panasonic (PCRFY) shelves plan to build EV battery plant in Oklahoma. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Calliditas Therapeutics, BlackBerry
Accenture to buy Jixie, a digital marketing platform in Indonesia
Microsoft, OpenAI see authors join copyright lawsuit over AI models' training - report
Alphabet gains amid report of restructuring to impact ad sales unit
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple Watch sales halt; Toyota suspends shipments Dec 20, 2023

President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates (3:18) and Toyota suspends all Daihatsu shipments (5:15).
Episode transcripts: seekingalpha.com/wsb
Show Notes:
Biden has til Sunday to decide on Apple Watch patent dispute. He's watching it.
Toyota suspends all Daihatsu shipments as safety testing scandal widens
Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates
FedEx falls 7% after warning FY24 revenue will decline; UPS drops as well
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Naval task force; Japanese takeover Dec 19, 2023

U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle Play Store lawsuit (2:30) and Japanese takeover of iconic U.S. Steel sees bipartisan opposition (3:42).
Episode transcripts: seekingalpha.com/wsb
Show Notes:
Japanese takeover of iconic U.S. Steel sees bipartisan opposition
Google to pay $700 million to settle Play Store lawsuit
Houthi threat: U.S. forms naval taskforce to protect ships in Red Sea
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Illumina to divest Grail Dec 18, 2023

Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire StreamSets and webMethods platforms from Software AG for €2.13B. (01:19) Chuck E. Cheese reportedly exploring a sale, may be worth over $1 billion. (01:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Arcutis Biotherapeutics, Ebix and more
Earnings week ahead: Nike, FedEx, BlackBerry, Micron, Carnival and more
Canada EV push: Zero-emission car mandate expected this week
Fashion executives see uncertainty for industry in 2024
BTIG makes top medtech stock picks for 2024, sees sector stabilizing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Looking at VIX and earnings growth with Mott Capital Management Dec 17, 2023

Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for 2024 earnings growth and implied volatility levels (0:20). Finding (and getting in front of) extremely undervalued pockets in the market (3:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael's Reading The Markets
Episode transcripts: seekingalpha.com/wsb.
Show links:
2024 Analyst Outlook: Mott Capital On Market Volatility, The Fed, And Investor Challenges And Opportunities
The Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Costco tops profit estimates, declares special dividend Dec 15, 2023

Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags incentives worth $153M for Mexico gigafactory. (01:25) FDA warns companies including Chewy (CHWY) over unapproved antimicrobial animal drugs. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Scholastic, Eos Energy and more
GM Cruise autonomous vehicle unit slashes 900 jobs
AbbVie, Amgen among firms targeted for latest Medicare inflation penalties
What lies ahead for Baidu in 2024 as it runs AI race with efficiency in mind?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Monster bond moves Dec 14, 2023

10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surprise gain. (2:17) Influential bank analyst upgrades 5 stocks in wake of Fed. (4:30)
Show Notes
UBS’ Top Global Stocks
Warren Buffett's Berkshire boosts Occidental stake again after CrownRock deal
WHO calls for ban on flavored e-cigarettes
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Adobe stumbles on weak outlook, FTC inquiry Dec 14, 2023

Adobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading to the big screen after Barbie breakthrough. (01:50) Carrier (CARR) offloads global commercial refrigeration operations onto Haier (HRSHF) for $775M. (02:50)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Adobe, Ocular Therapeutix and more
UBS’ Top Global Stocks
Realty Income 2024: What to expect
Five considerations for investing in 2024 - J.P. Morgan
SEC adopts rule requiring more Treasury trades to be centrally cleared
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Dow notches record as Fed's Powell plays Santa Dec 13, 2023

Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 rate cuts next year. (0:38) Stocks rally, Treasury yields fall as Dow Jones tops 37K. (1:35)
Show Notes
HSBC sets 2024 S&P 500 target of 5,000
Pfizer slips as 2024 guidance with Seagen buyout disappoints
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

SpaceX valuation reportedly nears $180B Dec 13, 2023

Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow service centers. (01:25) Snapchat+ (SNAP) surpasses 7M subscribers, rolls out new AI features for users. (01:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Take-Two Interactive, Coherent and more
Diabetes patients facing insurance hurdles getting GLP-1s: report
Target is Goldman's retail top pick for 2024 + other buy ideas
COP28 ends with historic deal to shift away from fossil fuels
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Inflation fight on track Dec 12, 2023

November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevron doesn't expect hostilities in South America. (3:35)
Show Notes
Top growth stocks for those wary of valuations - Goldman
Ford cuts back on all-electric F-150 production due to slower-than-anticipated demand
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Epic Games wins antitrust fight against Google Dec 12, 2023

Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbro (HAS) to cut 900 jobs as it seeks to cut expenses. (01:51) Nokia (NOK) trims 2026 profit margin target after losing AT&T (T) contract. (02:37)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Oracle, Hasbro and more
Walgreens slips as Moody’s cuts rating to junk
Harbor Custom Development files for Chapter 11 bankruptcy
Warren Buffett's Berkshire Hathaway halves stake in HP
COP28 draft agreement said to avoid fossil fuel ‘phase out’
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Record breaking holiday travel Dec 11, 2023

AAA forecasts more people flying this holiday season than every before. (0:15) Department store stocks rally. (1:53) Occidental to acquire CrownRock. (3:08)
Show Notes
7 Consumer staples names that are looking attractive
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Macy’s receives buyout offer Dec 11, 2023

Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger talks; Cigna planning major stock buyback (update). (01:40) DoorDash (DASH) gets the call-up to the Nasdaq 100 Index. (02:52)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Cigna, Macy's and more
Earnings week ahead: Oracle, Costco, Adobe, FuelCell, Lennar and more
Generative AI could upend every sector. Oppenheimer has 10 predictions for how it plays out
Nvidia CEO eyes chip production base in Vietnam
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Job growth staying strong Dec 08, 2023

The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter. (4:51)
Show Notes
Dividend Roundup: Walmart, Dell Technologies, Mastercard, AIG, and more
'Panic' on disinflation and a Catch-22 for risk in '24 - J.P. Morgan's Kolanovic
]Honeywell to buy Carrier's security business in $5B deal
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lululemon slips on soft holiday outlook Dec 08, 2023

Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) declines offer that could have saved bankrupt trucking company - report. (01:37) Amazon (AMZN) tests new unlimited grocery delivery service for Prime members. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Lululemon Athletica, Avid Bioservices and more
Canada to impose oil and gas emissions cap, in goal to reach net zero by 2050
Stellantis to cut jobs at two U.S. Jeep plants amid emissions regulations and sales declines
Elon Musk's xAI starts to roll out Grok generative AI chatbot to some X users
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Anemic outlook for dividends and buybacks Dec 07, 2023

J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO fights for the stock. (2:50) Trump tapping Jamie Dimon for Treasury Secretary? (4:02)
Show Notes
Top stocks with highest hedge fund + mutual fund positions, according to GS
Rockstar's Grand Theft Auto 6 likely delayed, BofA says; Take-Two falls
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CosMc’s, McDonald’s nostalgic spinoff Dec 07, 2023

McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps off Nvidia (NVDA) competitor, updates AI forecast. (01:43) GameStop (GME) posts breakeven quarter with Ryan Cohen at the helm. (03:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GameStop, C3.AI, Chewy and more
Formula One tapped as 2024 best idea at Cowen
Troika Media files for chapter 11 and sale to Blue Torch
Meta rolls out default end-to-end encryption on Messenger
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

G7 oil price cap falters in first year Dec 06, 2023

G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MongoDB, SentinelOne and more
Five9 falls after hours on disclosure that it's not pursuing any transaction
Elon Musk's xAI startup files to raise up to $1B in equity offering
Apple climbs back above $3T amid smartphone optimism
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Grand Theft Auto trailer hits early Dec 05, 2023

The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)
Show Notes
U.S. strong buy ideas for the next 12 months
Starbucks falls again as concerns rise that holiday quarter may be weak
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta, IBM launch open source AI alliance Dec 05, 2023

Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) picks Ericsson (ERIC) over Nokia (NOK) for $14B Open RAN contract. (01:10) Five9 (FIVN) gains on report it's exploring a potential sale. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GitLab, Ericsson, Nokia and more
U.S. strong buy ideas for the next 12 months – according to Citi
Fluor wins $3B of contracts for Dow's planned net-zero facility in Canada
Goodyear Tire & Rubber is called an auto sector standout by HSBC
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Bitcoin keeps climbing Dec 04, 2023

The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)
Show Notes
Top 10 trades for 2024 - BofA
Nuke names jump as 22 countries commit to triple nuclear energy capacity by 2050
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alaska Air acquiring Hawaiian Airlines Dec 04, 2023

Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) China Evergrande (EGRNQ) winding-up hearing pushed to January. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Spotify, Uber Technologies, crypto-related stocks and more
New highs: Gold sets another record, bitcoin crosses $41K as rate cut bets grow
Spotify to lay off 17% of employees to curb costs
Piper sees GLP-1s increasing demand for knee/hip surgeries near-term
Weight loss drugs seen providing a boost to apparel stocks - Stifel
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Catalyst Watch: Cigna, Humana deal would face regulatory hurdles Dec 03, 2023

Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility redux
Broadcom Leveraging AI To Further Soften Its Cyclical Semiconductor Reset
Lululemon: Set To Outperform Yet Again In 2024
TD Cowen says Cigna, Humana merger would face lengthy regulatory delay

Streaming bundle battle? Dec 01, 2023

Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls rate-cut talk 'premature.' (1:11) Wall Street reacts to the Cybertruck. (3:21)
Show Notes
These small-cap stocks could do favorably in an economic downturn - BofA
J&J gets upgrade from UBS with 'high conviction' in outlook
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Crude oil slips as OPEC cuts underwhelm Dec 01, 2023

Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertrucks as it looks to shake up electric truck segment (4:47) Disney declares dividend after 3 year hiatus (6:52).
Show Notes:
Tesla delivers first Cybertrucks as it looks to shake up the electric truck segment
Disney declares a dividend of 30 cents after a more than three-year hiatus
Montana's state-wide ban on TikTok blocked by federal judge
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OPEC to cut more production to boost oil Nov 30, 2023

OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflation gauge hits lowest level in 2 years. (1:26) Here are the most and least reliable autos. (3:57)
Show Notes
Wall Street looking for below-average stock gains in 2024
Salesforce jumps as investors, analysts lay on the love
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cigna, Humana reportedly in merger talks Nov 30, 2023

Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW goes electric with unionization efforts aimed at Tesla (TSLA), Rivian (RIVN) and Lucid (LCID). (01:35) Crude oil climbs as OPEC+ weighs new output cuts, with meeting set to start. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Snowflake, Salesforce and more
DOJ trial to block Spirit/JetBlue set to close on Tuesday as remaining days canceled
Occidental Petroleum in talks to acquire Permian producer CrownRock - WSJ
Phillips 66 gains after activist Elliott takes $1 billion stake, seeks board seats
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Charlie Munger dies age 99 Nov 29, 2023

Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP growth is revised up to 5.2% with inflation revised lower. (1:25) GM boosts dividend, announces buyback. (2:49)
Show Notes
Hedge funds could get squeezed on stocks into year end
Bill Ackman sees Fed rate cuts as soon as first quarter of 2024
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney’s Iger downplays asset sale, stresses building Nov 29, 2023

Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time for building. (00:25) Adelson family (LVS) to buy majority stake in Dallas Mavericks from Mark Cuban - reports. (01:30) Farfetch (FTCH) jumps amid report founder may make offer for luxury fashion site. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Workday, Las Vegas Sands and more
Charlie Munger, Warren Buffett's associate, dies at 99: Berkshire Hathaway
Apple ending credit card partnership with Goldman Sachs - WSJ
Tesla's Cybertruck is finally here - will the launch create a halo effect?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lilly obesity drug beats Novo in study Nov 28, 2023

Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectations pick up sharply in November. (1:38) Amazon takes delivery title from UPS, FedEx. (3:50)
Show Notes
Hedge funds ease up on Magnificent 7 binge
Adobe, Figma deal likely to result in 'substantial lessening of competition'
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. court rejects ‘forever chemicals’ class action Nov 28, 2023

U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm Shein files for U.S. initial public offering - WSJ. (01:25) Saudi Arabia wants OPEC+ members to cut oil production quotas - Bloomberg. (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Carlyle Group, Zscaler and more
These are the most under-owned large-cap tech stocks - MS
Broadcom said to let go of 'many' VMware employees after deal closed: report
Albemarle, other lithium names extend losses on weak pricing as EV demand cools
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Gold tops $2000 Nov 27, 2023

Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40) Zero-day options arrive for Treasury bonds and oil. (2:31)
Show Notes
The AI gold rush is here. Buy 'picks and shovels' to benefit.
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. sees record Black Friday online sales Nov 27, 2023

U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSLA) union problems in Sweden include trash piling up and no mail service. (02:07) Fathom Digital Manufacturing holder offers to buy company for $4.50 a share. (03:45)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UP Fintech and Crown Castle
The AI gold rush is here. Buy 'picks and shovels' to benefit
Activist investor Elliott takes more than $2B stake in Crown Castle - WSJ
Can current tailwinds support Netflix's accelerated growth in 2024?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Credit event: phase 2 - Michael Gayed Nov 26, 2023

Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to an era of dividend focus (5:45). Fed credibility and how they've left themselves very little wiggle room (8:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael's Lead-Lag Report
Show Notes:
JNK: At The Center Of A Credit Event
Michael Gayed On Credit Event Phases And The Fed's Unprecedented Moves
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Black Friday hasn't lost its lure Nov 24, 2023

More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on high yield. (3:43)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
iRobot surges 37% on report of EU approval for sale to Amazon
Novo's weight-loss drug Wegovy to make Asia debut
Nvidia delays launch of an AI chip for China

Barclays to cut 2,000 jobs Nov 24, 2023

Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers in Europe posing threat to big Black Friday sale? (01:33) AbbVie (ABBV) suing Sandoz, four others to block generic Rinvoq: report. (02:33)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: iRobot, Fisker and more
Sports betting records could be carved up Thanksgiving weekend - watch these stocks
Best stocks for when the 10-year Treasury is falling
October global smartphone sales break two-year losing streak

Oil slides as OPEC argues over output Nov 22, 2023

OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation expectations raises eyebrows. (1:29) Apple's Tim Cook says there is a detailed succession plan. (3:53)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Hedge funds are crowding more than half of their investments in their top 10 positions
Durable goods orders fall more than expected
Deere’s stock declines on guidance for smaller profit

Sam Altman returns as OpenAI CEO with new board Nov 22, 2023

Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3, guidance blow past expectations. (02:58) Elon Musk, Tesla (TSLA) engineers were aware of Autopilot defect - judge. (03:58)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Virgin Galactic, Autodesk and more
Tim Cook discusses Apple's 'very detailed' CEO succession plans
Best quality stocks with highest return on capital, according to Nasdaq
HP CEO: Growth in PC segment likely to double next year

Market stages fastest comeback in 50 years Nov 21, 2023

The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the consumer. (2:49) OpenAI investors mull legal action. (4:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
The 12 least expected market outcomes of '24 - and how to trade them
EV shocker: VinFast Auto is on watch after Wedbush says shares could double
Lowe's slides after pointing to fading do-it-yourself demand

India Aims to Boost IT Hardware Production with Subsidies Nov 21, 2023

Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SEC charges Kraken for operating as unregistered crypto exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over ADHD meds. (02:23)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Agilent Technologies, MorphySys and more
The top 10 value plays, according to SA Quant Ratings
Nvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth?
Holiday sales are expected to come in better than feared - watch these stocks

Bob Iger under pressure at Disney Nov 20, 2023

Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the A's move to Vegas. (2:25) Hundreds of Open AI employees threaten to quit. (3:03)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Goldman Sachs 2024 stock strategy - sales growth
U.S. leading indicator falls slightly more than expected in October
Six Flags lands buy rating from Jefferies on merger upside

Sam Altman to lead Microsoft’s new AI team Nov 20, 2023

Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pausing driverless operations. (02:56) Nokia (NOK) expands partnership with Globe Telecom to cut network power use in the Philippines. (03:50)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: NuScale Power, Chegg and more
Town hall at Disney: Bob Iger to discuss future as investors size up stock
Adobe gets EU antitrust warning over $20B planned Figma acquisition
L&T Technology Services collaborates with NVIDIA

Catalyst Watch: Walmart, Target’s mixed signals Nov 18, 2023

Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and Nvidia Corporation (NVDA). (02:20) They also discuss the tale of two retail earnings reports, Walmart (WMT) and Target, (TGT) including WMT’s hint at signs of deflation.
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Nvidia: Assuring Processor Dominance By Technology And Strategic Investments
Baidu: Upgrading To Buy
Walmart rattles retail sector with warning on consumer spending
Target rallies 17% after improved profitability flips the script on the retailer

Manchester United jumps as deal nears Nov 17, 2023

Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprising strength. (1:45) AT&T to launch standalone cybersecurity business. (3:20)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Dividend Roundup: General Mills, Nike, Johnson & Johnson, Marriott, and more
Seven times the markets anticipated a dovish pivot that did not come true
Li Auto rallies after being added to the Hang Seng Index

Amazon partners with Hyundai to sell cars online Nov 17, 2023

Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) ChargePoint (CHPT) plummets on CEO replacement, preliminary Q3 results. (01:31) Applied Materials (AMAT) under criminal investigation for evading export controls: report. (02:45)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Applied Materials, ChargePoint and more
Top 10 best performing stocks over the past week
IBM halts advertising on X as report finds ads placed next to pro-Nazi content
Italy bans lab-grown meat in effort to defend traditional culinary culture

Forget inflation, Walmart sounds deflation warning Nov 16, 2023

Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps cloud business spinoff. (2:30) Goldman channels Taylor Swift for its 2024 market outlook. (3:58)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Walmart in charts: Comparable sales growth slows amid shifting consumer trends
Palo Alto Networks tumbles as it cuts full-year billings forecast
Initial jobless claims increase by 13K, more than expected

Cisco takes a hit as revenue outlook slips Nov 16, 2023

Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM) CEO says turning oil and gas firms into 'villains' harms path to net zero. (02:03) Walgreens Boots (WBA) close to £5B pension deal - report. (02:46)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Cisco Systems, Palo Alto Networks and more
Biden hails progress in Beijing ties; Xi tells CEOs China ready to be U.S. partner
Eli Lilly said to be eyeing billion-dollar German plant amid GLP-1 shortage
Goldman Sachs channels Taylor Swift for its 2024 stock market forecast
FDA reviewers reportedly question efficacy of Merck cough drug

What Buffett, Burry and more are buying Nov 15, 2023

Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but retail sales show strength. (2:12) Target shares soar as margins improve. (4:26)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Michael Burry closes out broad market shorts, bets against semis
Warren Buffett's Berkshire Hathaway exits GM, Activision bets in Q3
Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy, exits Apple, Shopify

Solid Biosciences gets FDA okay for DMD trial Nov 15, 2023

Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CVX) reviewing options for Texas Haynesville shale assets - Reuters. (02:01) U.S. House clears stopgap spending bill to avoid government shutdown, Senate vote next. (02:53)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: JD.com, Arcturus Therapeutics and more
China reset? Big business, Biden set to meet with Xi Jinping
Wall Street’s 20 most overbought stocks
C3.ai soars on expansion of AWS deal focused on generative AI

Markets say job done on Fed hikes with cool CPI Nov 14, 2023

Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate cut in May. (2:00) YouTube to require disclosure on AI video. (3:54)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Top 10 most and least shorted stocks by hedge funds
Home Depot tops estimates even as customers opt for smaller projects
Canadian Solar sinks after Q3 miss; Q4 sales guidance far below consensus

Teck Resources sells coal business Nov 14, 2023

Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymphoma drug from US market over failed study. (01:39) Boeing (BA) expands factory to boost output of Patriot missile sensors. (02:19)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Fisker, Snap, Beauty Health Company and more
Consumer price index expected to slow in October; core inflation seen stalling
Index investing has created the most massive misallocation of capital in history – Cathie Wood
U.S. probes ~100 tankers for suspected violations of Russia oil sanctions - Reuters

Get ready for the new tech bull market Nov 13, 2023

Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a leading producer of lithium for the EV sector. (1:48) Stock and bond markets are now punishing zombie companies. (3:04)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Alphabet ditches Robinhood stake, filing shows
Tyson Foods falls 6% after guiding for flat revenue in FY24
Ford workers in Louisville vote against new labor deal

China reportedly eyes Boeing 737 MAX deal Nov 13, 2023

China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Biologics in an all-cash deal. (03:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Boeing, StoneCo and more
Apple is working on generative AI. Morgan Stanley shares how it could monetize it
Earnings Week Ahead: Walmart, Home Depot, Target, Alibaba, Cisco and more
UBS sees pickup in mergers and acquisitions next year
Moody's cuts United States credit outlook to negative, reaffirms ratings

Catalyst Watch: CPI outlook, Vegas strike averted Nov 11, 2023

Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what to expect when CPI is released on Tuesday. (00:21) Julie shares the latest analysis on three retailers set to report earnings including Home Depot (HD), Target (TGT) and Walmart (WMT). (02:20) They also discuss the strike that was averted in Las Vegas ahead of major events. (03:43)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst Watch: Walmart earnings, DraftKings event, REITworld, OPEC update and another CPI nail-biter
Is Home Depot A Wise Investment Choice Amid Inflation Surge
Target: A Value Trap, The Sell-Off Should Accelerate
Walmart: Strategy, Stability And Innovation In A Single Package

Investors continue to punish earnings stumbles Nov 10, 2023

Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling the inflation pinch again. (2:31) Will global instability bring buying opportunities? (5:21)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Dividend Roundup: Exxon Mobil, Kroger, Waste Management, Devon Energy, and more
The Trade Desk's weak outlook causes Wall Street to defend; shares plunge
Plug Power plunges as losses mount, hit by 'unprecedented supply challenges'

DBV’s toddler peanut allergy therapy shows positive results Nov 10, 2023

DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes return to China with Tencent (TECHY) deal to sell VR headsets. (01:28) BlackRock (BLK) plans to create ethereum (ETH-USD) ETF, Nasdaq filing shows. (02:15)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Unity Software, The Trade Desk and more
Meta, Amazon debut feature to shop directly from Facebook and Instagram ads
ICBC, China's largest bank, said to be hit by ransomware attack
Hawaiian Electric to delay quarterly filings, citing potential lawsuits
Big tech stocks should continue to perform better than the whole S&P 500 into 2024

DraftKings made a play for 888 Nov 09, 2023

DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent from HSBC on deadlines, Elon Musk risk. (1:44) Magnificent 7 stock ownership hits 'critical mass.' (3:41)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Disney drives higher as analysts (mostly) applaud results
Anheuser-Busch InBev lands buy rating from HSBC with global business getting stronger
Morgan Stanley wealth management arm under Fed probe over due diligence lapses

Actors, studios reach tentative deal Nov 09, 2023

Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC Q3 results, but concerns remain over debt, Q4 box office. (01:41) Eli Lilly (LLY) extends expiration of tender offer to acquire Point Biopharma (PNT). (03:15)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Disney, Twilio, Arm Holdings and more
Disney earnings call: Focusing streaming, paving ESPN's future
B&G Foods sells Green Giant vegetable product line to Seneca Foods
GM's Cruise recalls 950 driverless cars after production halt

Illegal tobacco. legal pot Nov 08, 2023

The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Bros. Discovery plunges despite 'Barbie.'(2:36) Grand Theft Auto VI hype gears up. (3:22)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Top 10 exchange traded fund inflow leaders of 2023
Robinhood stock slides on Q3 revenue miss, expense guidance
Roblox surges as Q3 results top estimates; will give guidance starting next year

Credit card debt hits new record Nov 08, 2023

Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG) to fully acquire online car dealership CarOffer for $75M. (01:27) Virgin Galactic (SPCE) cuts jobs to support Delta spaceship production. (02:04)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Rivian, Robinhood, Upwork and more
Wall Street’s top 10 growth stocks according to SA Quant Ratings
J.M. Smucker forms new strategic business area, makes changes to leadership team
PG&E files for federal extension of Diablo Canyon power plant operations

A recession is happening if you look at banks Nov 07, 2023

Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amazon. (1:57) Barclays says there's more pain to come for office real estate. (3:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Chart: Recession probability vs. SLOOS
Uber in charts: Double-digit growth for total gross bookings, active customers and trips
Top 7 tech stocks with even more growth opportunity

WeWork files for Chapter 11 Nov 07, 2023

WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest electric vehicle maker to move to NACS charging standard. (01:12) GM, Cruise to hit brakes on Origin robotaxi production as safety woes mount. (02:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Alteryx, TripAdvisor and more
VMware collaborates with Intel to unlock private AI everywhere
Kinder Morgan to buy NextEra Partners' south Texas assets in ~$1.8B deal
OMV, Abu Dhabi near deal to form €30B chemical giant - Bloomberg

Short selling ban Nov 06, 2023

South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The U.S. is closer to a recession than you think. (4:07)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157B
Disney taps longtime PepsiCo exec as new finance chief
Bumble CEO stepping down, to be replaced by Salesforce exec

Epic Games v. Google Nov 06, 2023

Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo Alto Networks (PANW) close to buying Talon Cyber Security for $600M-$700m - report. (01:54) Elon Musk unveils Grok AI bot with real-time access to X data to rival ChatGPT. (02:36)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157B
Oil edges up after Saudi Arabia, Russia stick to production cuts
Silicon Valley Bank was not a one-off, many more banks will fail - Duke professor

An extremely important week of data; understanding technical analysis Nov 05, 2023

Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20).
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Tuttle Capital Management
Rob Isbitts, Sungarden Investment Publishing
Wall Street Breakfast: The Week Ahead
Wall Street Breakfast: What Moved Markets
Rate Watching And Why The Bond Market Matters

Catalyst Watch: Is consumer sentiment just another data point in the mix? Nov 04, 2023

Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Hulu's valuation still up in the air as Disney to buy Comcast stake
Six Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopes
Uber, Lyft seen having strong Q3 results, though with lower multiples - UBS

Jobs and wages weakening Nov 03, 2023

There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yield tumbles again. (1:40) Will AI eliminate every job? (3:19)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Banks at 80-year low vs. S&P 500 and tech is at an all time high
Reading Wall Street Research Like A Pro
The Las Vegas Strip is a week away from its biggest worker strike in history

Sam Bankman-Fried found guilty Nov 03, 2023

Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 sales top estimates. (01:59) Amazon (AMZN) to shut apparel stores to focus on grocery business. (03:03)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Apple, Block, Digital Ocean and more
Elon Musk warns AI will make all jobs obsolete at some point
Broadcom CEO met with Chinese officials over weekend amid VMware deal - report (update)
Novo Nordisk says ~80% of insured U.S. patients pay less than $25 for Wegovy

The Everything Is Awesome trade appears Nov 02, 2023

Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. productivity saw the highest non-COVID acceleration since 2009. (1:25) Palantir Technologies (PLTR) rallies post-results. (2:51)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Reading Wall Street Research Like A Pro
Goldman Sachs' 25 'conviction list' stocks to buy
Starbucks rallies after comparable sales, margins shine in FQ4

Disney to acquire Comcast’s Hulu stake Nov 02, 2023

Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six Flags (SIX) gain amid reports of potential merger. (01:55) Live Nation (LYV) falls amid report DOJ probing deals with artists, venues -report. (02:52)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Qualcomm, PayPal, Roku, Fastly and more
Goldman Sachs' 25 'conviction list' stocks to buy
Rayonier targets $1B in asset sales as part of a plan to improve shareholder value
Etsy falls after macro backdrop impacts the retailer's outlook for the holiday quarter

Is the Fed done after second straight pause? Nov 01, 2023

The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike more?' (1:20) Atlanta GDP Now forecast for Q4 tumbles on weak manufacturing. (0:59)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
ISM Manufacturing unexpectedly falls in October as demand stays soft
U.S. Treasury boosts quarterly refunding to $112B of securities

Bayer hit with $332M verdict in Roundup trial Nov 01, 2023

Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks slump amid report NAR, brokerages guilty of collusion. (01:32) WeWork (WE) poised to file for Chapter 11 bankruptcy next week - report. (02:38)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Paycom Software, CRISPR Therapeutics and more
CRISPR, Vertex gene editing therapy gets warm response from FDA panel
Generative AI in 'very early days' for software giants like Microsoft, Salesforce - Deutsche Bank
U.S. automakers oppose Cleveland-Cliffs bid for U.S. Steel - report
Tesla eyes producing 200,000 Cybertrucks annually - Elon Musk

Apple's scary fast Macs get a shrug from Wall Street Oct 31, 2023

Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slams Janet Yellen. (3:04) Morgan Stanley stands firm with prediction of S&P drop to close out year. (5:25)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
U.S. chip curbs put Nvidia's $5B of China orders at risk
Caterpillar’s stock falls amid investor concerns about future growth
Pfizer posts rare topline miss in Q3 amid COVID cliff

Albemarle, lithium names slump on supply-demand impact Oct 31, 2023

Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel's (INTC) silicon photonics components. (02:48)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: BP, Pinterest, Lattice Semiconductor and more
Apple takes wraps off 'scary fast' Macs with M3 chips
Spirit Airlines plunges as investors hope for settlement with DOJ over JetBlue fades
X is now worth less than half of what Elon Musk paid to buy Twitter
Biden's Alaska oil plan seen as major threat to future drilling - Bloomberg

White House issues AI order Oct 30, 2023

The executive order establishes standards for safety and security. (0:15) Will Treasury refunding overshadow the Fed. (1:50) McDonald's (MCD) tops profit and sales forecasts. (3:21)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Skeptical of a recession? Goldman likes beaten-down cyclical stocks
On Semiconductor drops as fourth quarter forecasts miss estimates
G7 economies to agree on AI guiding principles for companies - report

G7 to embrace AI principles-report Oct 30, 2023

G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative agreement with Stellantis (STLA), expands strike against GM. (01:57) Boeing (BA) weighing ransomware threat from hackers. (03:10)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Coherus BioSciences, ArcelorMittal and more
HSBC net profit more than triples in Q3; $3B stock buyback planned
Citi explores a Disney trade-off: ABC and India for Hulu
Evergrande gets last chance for debt deal to avert liquidation; stock hits record low

Catalyst Watch: Hershey lead, cocoa worries ahead of holidays Oct 28, 2023

Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-day FOMC meeting. (00:21) Julie gives a brief earnings preview of McDonald’s (MCD), Starbucks (SBUX), and Eli Lilly (LLY). (03:35) They also discuss Hershey (HSY), the consumer report about lead levels in its products, the impact of the price of cocoa, whether the company should be concerned about weight loss drugs and the upcoming holiday season. (04:53) Hot topic: Kim’s Wall Street Halloween costume ideas. (07:13)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst Watch: Apple earnings, Fed policy meeting, jobs report
Eli Lilly: The GLP-1 Opportunity, While Increasingly Recognized, Is Vastly Underestimated
McDonald’s Q3 earnings on deck, what to expect
Brewing Up Profits: Starbucks' Q4 Earnings Preview

More spending, less saving Oct 27, 2023

September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its dividend. (3:14) Certain Apple Watch models to be prohibited from being imported into the U.S. (4:09)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
DataTrek: Lofty valuations aren't limited to Big Tech; cites Lilly, Mastercard
Dividend Roundup: Visa, Wells Fargo, Morgan Stanley, Costco, and more
Chevron slides after Q3 miss, with sharp drop in upstream results

GM's Cruise pauses driverless operations Oct 27, 2023

GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts, strong sales trump AWS growth worries. (01:38) Masimo (MASI) jumps after win in patent fight with Apple (AAPL) at Intl Trade Commission. (02:49)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Intel, Amazon, Ford Motor and more
SolarWinds gains on report it's exploring options, potential sale
Eli Lilly wins approval of first-in-class ulcerative colitis drug Omvoh
Ford follows GM in withdrawing 2023 guidance, reports operating loss in EV segment

Economic growth surges in Q3 Oct 26, 2023

GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft landing scenario. (2:38) Bill Ackman made $200 million on his bond short. (4:53)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Boomer stocks are a better buy than Millennial stocks – BofA
Comcast sees Q3 boost from theme parks, broadband
Durable goods orders rise more than expected in September

Ford, UAW strike deal Oct 26, 2023

Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surprise as revenues, profits, users all top forecasts. (01:39) UPS acquiring Happy Returns from PayPal (PYPL). (02:54)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: ServiceNow, Align Technology and more
U.S. House gets a new speaker, but odds of government shutdown next month remain
Apple AirPods getting a makeover: report
California’s Cruise incident could have bigger ramifications for the self-driving vehicle industry
Choice Hotels calls on Wyndham to engage in merger talks

China looks to jumpstart struggling economy Oct 25, 2023

China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:50) Google to run internet cables to island nations. (4:11)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Stocks returning cash should outperform capex spenders - Goldman
Texas Instruments seeing 'broadened' industrial weakness has Wall Street concerned
T-Mobile follows AT&T, Verizon in boosting free cash flow, seeing strong postpaid adds

Alphabet dips, Microsoft jumps Oct 25, 2023

Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch InBev (BUD) in largest-ever sponsorship deal - report. (02:39)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Google-parent Alphabet, Microsoft and more
Apple's China risks are real and rising: Bank of America
Earnings misses are being punished a lot more than beats are being rewarded
BlackRock to pay $2.5M to settle SEC order on an investment description

Verizon and GE earnings impress Oct 24, 2023

Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter. (1:38) Why election years are usually a tough time for stocks. (3:50)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
General Motors says it will moderate electric vehicle production pace
3M’s stock rises on higher earnings outlook
Coca-Cola rallies after Q3 organic sales sail past expectations on strong pricing

Li-Cycle fall sparks EV sector alert Oct 24, 2023

The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-year high. (02:56)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Barclays, Logitech International and more
Barclays reports Q3 earnings; warns of big cost cuts as profits dip
Smartsheet to build data hosting facility in Australia
Oxy Petroleum plunges as Exxon, Chevron megadeals remove potential buyers

Chevron buys Hess for $50 billion Oct 23, 2023

Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield tops 5% for the first time since '07. (1:21) Morgan Stanley (MS) slammed as purposeless in downgrade. (3:29)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Healthcare, materials, real estate, and energy overweight by Jefferies
Bill Ackman pulls the plug on bond short position
Hollywood strike: Actors, studios to resume negotiations

Roche to acquire Telavant Oct 23, 2023

Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline. (00:22) Stonepeak agrees to buy shipping-container firm Textainer (TGH) for $50/share (update). (01:23) Japan antitrust watchdog to investigate Google (GOOG) (GOOGL) over search dominance - report. (02:32)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Crypto-focused stocks, Roivant Sciences and more
Earnings week ahead: Amazon, Microsoft, Alphabet, Meta, Ford, GM and more
New titles drive 10% jump in U.S. video game sales for September
Foxconn said to face tax investigation in China, stock falls 2%

Fed focus, loving + hating earnings season, bonds competing with stocks Oct 22, 2023

Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30), bonds becoming really good competition for stocks (14:00).
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
SPY: Halloween Comes Early - A Frightening Market Shows Risks Overwhelm Potential Gains
Rate Watching And Why The Bond Market Matters
TBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF Strategies
The Magnificent Seven Or The Mediocre Seven?
The Stock Market Is Starting To Gradually Roll Over

Catalyst Watch: Q3 GDP, Netflix strong performance Oct 21, 2023

Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In addition, Kim gives an update on the sale of Manchester United. (05:28)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst Watch: Tech earnings blitz, Qualcomm event and Stellantis reveals
U.S. Retail Sales Confirms 4% GDP Growth Is On The Cards
Netflix in charts: Total memberships rise again in Q3
Qatari investors withdraw bid for Manchester United - report

Solar stocks sink Oct 20, 2023

SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Coinbase legal chief expects SEC will approve a bitcoin ETF soon
Dividend Roundup: Dell, Lowe’s, Blackstone, Ford, and more

CVS pulls phenylephrine amid legal woes Oct 20, 2023

Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) works out deal with Tesla (TSLA) to adopt NACS charging standard. (02:27) Jazz Pharmaceuticals (JAZZ) exploring strategic options, including sale - Bloomberg. (03:15)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: SolarEdge Technologies, Intuitive Surgical and more
China to restrict exports of key EV battery material graphite
Microsoft paid top boss Nadella $48.5M in fiscal 2023
Starbucks sues Workers United union over damaging social media post
Market investors aren’t as worried about the state of the world as they should be - Paul Singer

AT&T pops after earnings Oct 19, 2023

The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks strong. (2:58) Cathie Wood's ARK says the bond market could be making a major mistake. (3:53)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Goldman's top tactical stock trades for earnings season
Philip Morris International tops profit estimates, generates record Q2 revenue
Philly Fed manufacturing rises less than expected in October

Netflix soars on record subs, price hikes Oct 19, 2023

Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (DVN) reportedly studying possible deals with Marathon Oil (MRO), CrownRock. (02:24) Pfizer (PFE) to price Paxlovid at $1,390 per course on commercial market: report. (03:17)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Elon Musk: 'we dug out own grave' with Cybertruck; Tesla slumps premarket
Nestlé reports 9-month results; temporarily halts production in Israel
Nokia reports Q3 results, reaffirms FY23 guidance and announces 14,000 job cuts
J&J considers third bankruptcy attempt over talc claims
Disney breaks out ESPN figures for first time; channel made ~$16B revenue in fiscal 2022

Chips fall where they may Oct 18, 2023

Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong organic sales. (3:15) Copper rises with China on track for 2023 growth target. (4:08)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Trillion-dollar tech titans have added additional $2.4T in market cap in past year
Israel's shekel stays above key 4 handle vs. dollar as worries grow of escalation
China's President Xi Jinping unveils global AI governance initiative, amid US chip curbs

Foxconn, Nvidia tie up to build AI factories Oct 18, 2023

Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September home sales saw Y/Y decline of 17%. (02:11)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: United Airlines, Viking Therapeutics and more
VMware falls amid report about China's review of Broadcom deal (update)
U.S. Bancorp stock spikes as Fed exempts firm from Category II requirements
Netlist plunges amid 9th Circuit Court appeals ruling in Samsung fight (update)

Bond market slipping its anchor Oct 17, 2023

The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns continue to hamper Goldman earnings. (2:00) The Animal Spirits Index shows spooked investors. (3:47)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Consumers power on, driving stronger-than-expected September retail sales
Bank of America Q3 earnings climb on higher rates, Global Markets improvement
Baidu launches new AI model Ernie 4, setting stage for rivalry with OpenAI's GPT-4

Lockheed Martin clears next-gen test Oct 17, 2023

Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce deal easing sanctions on Venezuelan oil - report. (01:38) Allstate (ALL) gains amid report activist Trian has taken a stake. (02:31)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Ericsson and NetScout Systems
Johnson & Johnson's Q3 results set to be first report after separation of Kenvue
Tempest Therapeutics continues wild ride as stock rallies 85% (update)
FDA grants expanded approval for Merck's lung cancer drug Keytruda

Rite Aid files Chapter 11 Oct 16, 2023

Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Liontown Resources (LINRF). (01:33) Sony (SONY) in talks for potential purchase of Disney's (DIS) India business - report. (02:04)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Lululemon Athletica, Manchester United and more
Crypto meets luxury: Ferrari confirms it will accept bitcoin and ethereum for car payments
Carl Icahn claims his short bet against malls may be rigged - report
Earnings week ahead: Tesla, Bank of America, AT&T, Netflix, American Airlines and more

Dividends for a sliding market with Steven Cress Oct 15, 2023

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when markets are sliding (0:25). Focusing on dividend growth and safety, not high yields, and why dividend stocks are still attractive when money market yields are high (3:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Show Notes:
Dive Into Dividends: 14 Must-Have Stocks When Markets Dip
Top Dividend Stocks
Episode transcripts
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Catalyst Watch: Weight loss drugs make an impact Oct 14, 2023

Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Consumer price index comes in a touch hotter than expected in September
Novo Nordisk to stop late-stage kidney failure trial as interim data shows efficacy
Taiwan Semiconductor likely to receive waiver from Chinese export control curbs
Tesla headwinds include a sales deceleration in China and price cuts in the U.S.
Netflix changes ad chiefs with growth shaping up as a struggle

UK clears Microsoft-Activision deal Oct 13, 2023

UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in effort to slash costs. (01:17) Disney (DIS), Comcast (CMCSA) hire banks to arrive at Hulu valuation for sale. (02:11)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Dollar General, SMART Global and more
U.S. weighs including Chinese subsidiaries overseas in new AI chip curbs - report
Dollar General jumps after appointing Todd Vasos as CEO
Tesla announces pay raise for German plant workers amid union dispute
Banks Q3 earnings preview: Expect NIM pressure, elevated charge-offs

Inflation bucks the downward trend Oct 12, 2023

A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing guidance right after new CEO appointment. (2:50) OpenAI intends major updates ahead first Developers Conference. (3:05)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Most crowded longs and shorts going into earnings season
Domino's Pizza slips after U.S. same-store sales decline in Q3
Initial jobless claims hold steady in past week

UAW strike expands at Ford Oct 12, 2023

UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: Talks between studios, actors break down. (02:29)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Tupperware Brands and Victoria's Secret
OpenAI plans to unveil new updates with potentially lower costs to attract developers - report
Tempest Therapeutics soars 4,000% on updated data (update)
China sovereign wealth fund raises stake in 'Big Four' banks

Exxon buys Pioneer Natural Resources Oct 11, 2023

Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:56) Packaging makers could take a hit from weight-loss drugs. (4:53)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Bank of England warns on U.S. tech stock valuations
Producer price index increases more than expected in September
Disney rises as company announces price hikes at Disneyland, Disney World
HP investor day shows capital return plans are 'key' to investor base

Birkenstock IPO Oct 11, 2023

Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) U.S. to award $7B in funds for hydrogen hubs this week, reports say. (01:41) Samsung Electronics (SSNLF) expects 78% drop in Q3 operating profit. (02:35)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: DaVita, E2open, Polestar and more
Clean energy stocks rally as France aims to double output from renewables
The Las Vegas Strip will have a new mega resort opening in December
American Airlines suspending flights to Israel through early December

Pepsi sees no hit from weight loss drugs Oct 10, 2023

PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) Barclays digs into climate change impact on the ski season. (4:10)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Abercrombie & Fitch is called a mall stock standout by Jefferies
Electronic Arts rises as BofA upgrades, says discount 'unwarranted' going into 2024
Lincoln National debt rating cut at Moody's on capital, profit headwinds

Country Garden default warning Oct 10, 2023

Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW International (WW) rides the Ozempic (NVO) wave, closes up 13%. (01:26) Door maker PGT Innovations (PGTI) gains amid report of rejected $1.9B bid. (02:55)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Truist said to be in talks to sell rest of its insurance brokerage unit
Fannie Mae survey shows pessimism in housing market hit new high in September
PG&E to pay $45M penalty for California's Dixie Fire, regulator says
Sonos dips amid loss in Google patent case

Chevron shuts Israel natural gas facility Oct 09, 2023

Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management concerns (2:12) Pintesrest (PINS) gets a vote of confidence. (2:32)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Investor Movement Index slips for first time in five months
Airline flights to Israel are cut back dramatically after Hamas attack
Arm Holdings rises as JP Morgan starts with overweight rating

Oil prices pop Oct 09, 2023

Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Peltz plans new push for board seats at Disney (DIS)- report. (01:49) Bristol-Myers Squibb (BMY) to acquire Mirati Therapeutics (MRTX) for $4.8B. (02:44)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Birkenstock IPO likely to price at top end of range - report
Tesla headwinds include a sales deceleration in China and price cuts in the U.S.
Citigroup to sell China consumer wealth portfolio to HSBC

Rate watching and why the bond market matters Oct 08, 2023

Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybody's attention (1:45). Rate watching, inverted curves, the absolute level of the 10-year (5:25) and what they're each buying (18:00).
Transcripts on Seeking Alpha
Show Notes:
Powell Prioritizes Inflation, Overblown Fed Reactions And Market Narratives
Wall Street Lunch: Job Market Keeps Humming As Payrolls Surge
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
TBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF Strategies
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Catalyst Watch: Clean energy reacts to treasury market Oct 07, 2023

Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most notable catalyst for the week, CPI. He also discusses a topic suggested by a listener, clean energy stocks and why they underperform compared to traditional energy. Julie gives a brief bank earnings preview. Banks start reporting earnings on Friday, October 13.
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst Watch: Eyes on the Birkenstock IPO, PepsiCo earnings and FOMC minutes
Jobs growth surges past consensus in September; unemployment stays at 3.8%
Sunrun, Plug Power lead alternative energy stocks lower, whacked by rising rates
Delta Air is latest carrier to find fake aircraft engine parts - report
U.S. 10-Year Treasury yield tops 4.75% a level not seen since 2007

Monster job gains Oct 06, 2023

September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial tumble. (0.39) Tesla cuts prices. (3:12)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Buy-rated dividend stocks for volatility and high rates
BofA’s Alpha Surprise Model: Lots of Energy additions, Consumer Discretionary deletions
OpenAI mulls making own AI chips

PepsiCo leads beverage stock decline Oct 06, 2023

PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to buying Pioneer Natural (PXD) for about $60B - WSJ. (01:58) Amazon (AMZN) lets go employees in communications across divisions. (02:54)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Top 10 stocks with the highest short interest
Rivian closes down 23%, its biggest ever one-day percentage drop
Long-term mortgage rates reach highest level in a generation

AT&T could jettison DirecTV stake Oct 05, 2023

AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Americans change the grocery landscape? (3:08) Strategist sees echoes of the 1987 crash in this market. (3:58)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Dive Into Dividends: 14 Must-Have Stocks When Markets Dip
McDonald's raises dividend by about 10% to $1.67 a share
Citigroup begins reviewing employees for layoffs, reassignments

Walmart links Ozempic to sales Oct 05, 2023

Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry (BB) will IPO internet of things unit. (01:29) UAW strike update: Ford (F) announces more layoffs; GM puts cost at $200M. (03:11)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Alibaba logistics hub in Belgium on watch amid espionage fears - report
Clorox details financial impact of cybersecurity attack
Tobacco stocks may face a test if the UK youth smoking ban gains steam
AT&T said to start evaluating options for hefty DirecTV stake

AI seen outsmarting humanity in 10 years Oct 04, 2023

SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see oil prices falling to $70. (1:57) UK aims for a smoking-free generation with new rules. (4:10)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Correction could be coming for mega caps - Wells Fargo
Private sector job growth slows markedly in September: ADP Jobs Report
Tilray touts diversification after Q1 revenue beat

Renewed shutdown concerns Oct 04, 2023

Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to separate Programmable Solutions Group as standalone biz. (01:36) Amazon allegedly used algorithm to boost prices - WSJ. (03:03)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Apple downgraded at KeyBanc on valuation, potentially slow US sales
Molson Coors plans to boost its beyond beer business, launch new buybacks
Meta said to lay off Reality Labs silicon unit

Benchmark Treasury yields hit 16-year high Oct 03, 2023

The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier to find fake engine parts. (2:27) U.S. shale producers won't drill even if oil hits $100/barrel. (3:34)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Job openings unexpectedly climb in August, snapping downward trend
Canaccord Genuity says that the stage is set for a bounce given oversold market conditions
Eli Lilly to acquire Point Biopharma in $1.4B deal

GM, Stellantis face $9.5B in fines-report Oct 03, 2023

GM, Stellantis (STLA) on hook for $9.5B in fines under fuel economy proposal - report. (00:28) McDonald's (MCD) and Wendy's (WEN) win a hamburger legal battle while Burger King preps for trial. (01:40) WeWork (WE) skips $95M interest payments as it looks to negotiate with lenders. (03:02)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
DraftKings, FanDuel see huge increases in Travis Kelce prop bets
Microsoft CEO testifies that Google will expand search dominance with AI
Cleveland Fed's Loretta Mester sees one more rate hike this year

A quarter to forget Oct 02, 2023

October is traditionally strong for stocks, but it's no sure thing. (0:15) Goodbye, Kellogg (K). (3:13) Will a Tesla Cybertruck arrive in Q4? (3:45)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
'Hey above-median spender' - Jefferies highlights software/net picks
Nvidia rises, EU says no 'formal investigation' into AI after French raid
Datadog rises as Piper Sandler upgrades, citing stability,' boost from AI

Student loans resume Oct 02, 2023

Student loan payments resume. What does it mean for the economy? (00:23) Tesla (TSLA) rolls out updated Model Y in China; starting price unchanged. (01:15) Cigna (CI) to pay $172M to resolve Medicare overpayment claims. (02:19)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Syndax Pharmaceuticals, Coinbase Global and more
Apple to take action on overheating iPhone 15s
Macau's Golden Week starts off strong in potential catalyst for the broad Chinese economy

Catalyst Watch: Today’s market vs. 2018 Sep 30, 2023

Catalyst watch for the week of October 1. Seeking Alpha Senior Executive Editor Kim Khan on a notable catalyst for the week, Nonfarm Payrolls. (00:26) He also takes note of the research that evaluates how today’s market compares to the 2018/2019 government shutdown. (02:34) Julie gives a brief earnings preview of Constellation Brands (STZ). (01:37)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst Watch: Tesla deliveries, Google event, Kellogg spinoff, Amgen drama and Ether ETFs
Amazon, Disney, Boeing boosted in Wells Fargo Signature Picks portfolio
Why this shutdown selloff looks different
U.S. Government Shutdown Makes It Likely The Fed Is Finished Hiking
Rate environment today 'rhymes with 2008' - J.P. Morgan's Kolanovic

Inflation nears the Fed target? Sep 29, 2023

The Fed’s favorite inflation gauge falls below 4% for the first time in two years. (0:15) Bill Ackman says keep shorting Treasuries after worst month this year. (2:07) GameStop’s Cohen calls for ‘extreme frugality.’ (4:10)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Stocks in midst of worst seasonals, but things look up for Q4 - Goldman
Blue Apron skyrockets 121% after landing buyout offer from Marc Lore's Wonder Group
Nvidia offices in France raided over suspected anti-competition practices

Nike rises on profit beat Sep 29, 2023

Nike (NKE) rises on profit beat; China sales miss estimates. (00:23) Exelon (EXC) to pay $46.2M penalty to settle SEC fraud charges. (01:26) Tesla (TSLA) and Chipotle (CMG) are sued separately by the EEOC for civil rights violations. (02:24)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
House Speaker McCarthy snubs Senate plan to avoid government shutdown
News-heavy Amazon closes at the same exact price three days in a row
Fed Chair Jerome Powell emphasizes education's role in the economy

Ryan Cohen takes GameStop reins as CEO Sep 28, 2023

Shares rise as meme crowd favorite Cohen takes GameStop (GME) top spot. (0:15) ChatGPT goes real time. (2:55) S&P ETF is the most oversold it’s been in a year. (3:25)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Rate environment today 'rhymes with 2008' - J.P. Morgan's Kolanovic
Pending home sales in August sink 7.1% to lowest since 2020
Workday stock falls 10% after subscription revenue forecast seen below estimates; unveils AI Marketplace

Las Vegas hospitality workers vote to strike Sep 28, 2023

Las Vegas hospitality workers vote for strike against hotels, casinos. (00:25) Johnson Controls (JCI) hit with data breach, ‘massive ransomware attack’. (01:17) Evergrande (EGRNF) stock trading suspended in Hong Kong as chairman under surveillance. (02:01)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Peloton, Micron Technology and more
Meta Platforms shows off Quest 3 headset, AI updates, as the face race heats up
Morgan Stanley’s top picks for high dividend-paying industries
Exercise shocker: Lululemon and Peloton enter broad strategic partnership
Bank of America CEO still expects soft landing as consumer spending stays strong

Oil stockpile at precarious low Sep 27, 2023

Crude stocks at Cushing, Okla. hit their lowest level in 14 months. (0:15) Hollywood writers set to return to work. (3:37) Here's why a government shutdown could be even worse for stocks than 2018. (4:50)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Durable goods orders unexpectedly tick up in August
NextEra Energy Partners cuts long-term growth outlook roughly in half
Costco is defended by bulls despite staying quiet on membership fee increase

Retail theft Sep 27, 2023

Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss existing share sale, valuing it at $90B. (01:37) Intel (INTC) German plant reportedly having difficulty hiring. (02:20)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
DuPont opens new adhesives manufacturing facility in China
Costco drops after the close; Co. beat quarterly profit, sales estimates
Jabil to divest Mobility business to BYD Electronic for $2.2B
China Evergrande chairman reportedly under police watch, stock drops 19%

Ford pauses EV battery plant Sep 26, 2023

Ford (F) pauses construction on giant electric vehicle battery plant in Michigan. (00:26) Costco (COST) members get access to online medical visits in Sesame deal. (01:20) Government shutdown will be 'credit negative' on U.S. sovereign rating: Moody's. (02:03)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
World not ready for Fed rate rising to 7%, warns JPMorgan's Jamie Dimon
Taiwan Semiconductor reportedly moves up packaging orders for AI demand
3M weighs whether to restart PFAS manufacturing at factory in Belgium

Hollywood writers reach tentative deal Sep 25, 2023

Studios, writers reach tentative agreement to end strike. (00:23) Apple (AAPL) to boost India production over five times to $40B - report. (01:21) Rite Aid (RAD) reportedly could close up to 500 stores as part of bankruptcy. (01:57)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Thinking of buying a used EV? Think very, very carefully
Once-hyped NFTs now are largely worthless, study finds
Amazon, Google, Microsoft could be required to disclose cloud customer info
Republicans divided on stopgap spending bill as U.S. govt shutdown looms

Powell prioritizes inflation, overblown Fed reactions and market narratives Sep 24, 2023

Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:40), sussing out the real market narrative (7:00), technical levels and the 10-year (14:00).
Transcripts on Seeking Alpha
Show Notes:
SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems
SPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)
Market Crosswinds And Nasdaq Looking Better Than Dow
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The stock market is starting to gradually roll over Sep 23, 2023

Rob Isbitts shares why the stock market has been resilient; T-Bills' tough competition (0:35) the salient 10 year yield (9:30) and bright spots in oil and uranium (15:20).
Transcripts on Seeking Alpha
Show notes:
SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems
Market Crosswinds And Nasdaq Looking Better Than Dow
Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong Buy
Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?
Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio
Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.K. issues preliminary OK for Microsoft-Activision deal Sep 22, 2023

U.K. issues preliminary approval for Microsoft-Activision merger. (00:26) Kevin McCarthy's third attempt to avert government shutdown fails. (01:02) Detroit automakers could face expanded strike as negotiations continue. (02:24)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
FAA alert warns of GE jet engines with unapproved parts
FTX founder Sam Bankman-Fried to stay behind bars ahead of trial - report
Canada's Stelco weighing bid for US Steel - Bloomberg

FedEx pops Sep 21, 2023

FedEx (FDX) rises after the close on strong results, estimates. (00:28) Cleveland-Cliffs (CLF) refuses to sign standstill agreement with US Steel (X) - report. (01:51) MGM Resorts (MGM) says operations have recovered from organized hacking attack. (02:41)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Hollywood strike may end soon as writers, studios return to bargaining table
Toshiba set to end 74-year run as listed firm as $13.5B buyout concludes
KB Home Q3 earnings reflect steady demand, but average sales price slips

Fed holds but yanks two cuts from dot plot Sep 20, 2023

The Federal Reserve kept interest rates on hold as expected. But the summary of economic projections showed median expectations for two fewer rate cuts in 2024. The 2-year Treasury yield hit levels not seen since 2006.
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Play-by-play of Fed Chairman Powell's press conference

Klaviyo IPO Sep 20, 2023

Klaviyo prices IPO at $30 a share. (00:27) Uber (UBER) may be forced to hike prices by 40% if EU gig work rules passed - report. (01:19) Exxon (XOM) working on direct air capture technology, not EV charging stations. (02:16)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Instacart, ARS Pharmaceuticals and more
A single oil trader is sparking a price run-up for U.S. physical crude - Bloomberg
Disney slips after move to double Parks investments to $60B
Philip Morris evaluates selling stake in pharmaceuticals unit - report

The holiday shopper already looking strong Sep 19, 2023

Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the whole Treasury market at risk? (3:25) Two metals look vulnerable to the UAW strike. (4:27)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Housing starts plunge more than expected in August as mortgage rates stay high
Amazon, Alphabet, Meta top tech names at Wedbush on AI growth

FOMC day 1 Sep 19, 2023

Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at the high end of range, gets $10B valuation. (01:33) Carrier (CARR) reportedly explores listing commercial, residential fire unit. (02:29)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Wall Street Breakfast Survey
UAW to strike at more factories if 'serious progress' not made by Friday
Pepsi stands to lose as Burger King said to negotiate with Coke: Report
Amazon considers new subscription programs: Report
Nike earnings are next week - analysts expect a rough update

Regulating AI Sep 18, 2023

U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales of new iPhones tracking well. (1:47) U.S. offshore wind farm projects in jeopardy. (2:34)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
As IPO market normalizes, watch out for valuations - Goldman
PayPal cut to Market Perform at MoffettNathanson on lackluster gross profit view
Builder sentiment dips in September, trailing consensus, amid high mortgage rates

Giga Turkey? Sep 18, 2023

Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hopes to crash holiday sales party. (01:35) U.S. home purchases scrapped at highest rate in 10 months - Redfin. (02:45)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Alibaba plans to invest $2B in Turkey - report
Biggest stock movers today: Nikola and Alteryx
Federal Reserve expected to keep rate unchanged — then what?
UAW strike: White House team to reach Detroit this week; Stellantis offer rejected
Ferrari and Puma renew their partnership

Catalyst Watch: Manchester United: Ever on the market? Sep 16, 2023

Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the big event of the week, the 2-day FOMC meeting. (00:22) Julie gives a brief earnings preview of FedEx Corporation (FDX). (02:56) Kim gives an investor and fan analysis of Manchester United (MANU). (04:20) Listen for how he argues that the team was never for sale and compares it to a former department store.
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst watch: Microsoft, Amazon, Oracle, and Intel to Hold High-Profile Events
The Fed Decision Preview: A Premature Pause Is Likely To Be Punished
Manchester United: Assessing Takeover Potential Amid Market Buzz
FedEx: An Industrial Stock Poised For Capital Appreciation

Nation’s inflation mood shifting? Sep 15, 2023

Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32) Uranium prices soar. (3:05)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Three stocks strategies heading into Q4 from Goldman
GE’s stock advances as CFO sees Q3 results at high end of guidance

UAW walkout Sep 15, 2023

UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B offer for ABC, other Disney (DIS) networks - report. (01:58) P&G (PG), J&J (JNJ), Walgreens (WBA) face class action suit over cold medicine drug. (03:17)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
California reaches $93M settlement with Google over violations of location privacy
Lennar fiscal Q3 earnings beat even as average home prices slip
Arm Holdings jumps 25% in market debut for a valuation of $68B

US oil tops $90 per barrel Sep 14, 2023

WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08) ECB hikes to an all-time high of 4%. (3:23)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Robotic and AI equity performance is rising, creating opportunities for productivity growth
UAW eyes targeted strikes at auto plants in first wave of labor walkout
Producer prices rise more than expected in August

Arm Holdings Valuation Exceeds $54B Sep 14, 2023

Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier not seen driving revenue in short-term, CFO says. (01:54) French regulator orders Apple (AAPL) to withdraw iPhone 12 model due to high radiation levels. (02:39)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
CrownRock exploring potentially biggest U.S. oil and gas sale in three years - Reuters
FTX gets green light to sell $3.4B in bitcoin, ethereum, solana
Google lays off hundreds from recruiting team: Report
Hackers in the casino: MGM Resorts sees ongoing disruption while Caesars pays a ransom

Inflation heats up, but not enough to phase the Fed Sep 13, 2023

Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14) Here comes the GameStop movie. (3:35)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Fund managers finally embrace U.S. stocks
American Airlines lowers profit guidance to adjust for new labor contract, higher fuel price
Advance Auto Parts slides after S&P downgrades debt to junk status

Apple’s next generation Sep 13, 2023

Apple (AAPL) unveils watch operated by finger movements, iPhone 15, titanium casing. (00:29) Workhorse Group (WKHS) pops after landing IRS approval for commercial clean vehicle credit. (01:58) California Senate passes bill requiring large companies to report carbon footprint. (02:43)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Birkenstock files for IPO in New York
Amazon to hike wages for contract delivery drivers - report
BP says CEO Looney resigned after failing to reveal relationships with colleagues
The GameStop meme story hits the big screen

Farewell fossil fuel era Sep 12, 2023

IEA says peak oil, coal demand hits before 2030. (0:15) Amazon (AMZN) strikes carbon capture deal with Occidental (OXY). (1:20) United States v. Google begins. (3:21)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Morgan Stanley sees steady CPI to keep Fed on track
A major U.S. auto strike is two days away - here is the latest
Oracle falls ~10% after revenue miss but Street remains positive on growth story
MGM Resorts is on watch after cyberattack impact rolls into day two

WestRock jumps on Smurfit Kappa merger Sep 12, 2023

WestRock (WRK) jumps on Smurfit Kappa (SMFTF) merger to create $20B packaging giant. (00:28) JPMorgan (JPM) CEO Jamie Dimon slams Basel III endgame proposal. (01:34) Paramount (PARA) parent strikes deal with lenders to refinance debt - report. (02:31)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
August CPI headline inflation to rise on oil surge, core CPI expected to receded
Stratasys rejects revised offer from 3D Systems
Tesla, suppliers expected to invest $15B in Gigafactory Mexico - report

Big demand for Arm IPO? Not so fast Sep 11, 2023

Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Instacart aims for $7.8B valuation in IPO
Copper bounces from three-week low as Chinese currency gains vs. dollar
Qualcomm pops as Apple extends chip supply agreement until 2026
Barclays warns that a global slowdown is on the horizon

Alibaba’s surprise leadership shift Sep 11, 2023

Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM) nears deal to buy Hostess Brands (TWNK) - WSJ. (01:26) Tesla (TSLA) is a top pick at Morgan Stanley with Dojo called a $500B wildcard. (02:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Tesla and Crinetics Pharmaceuticals
FDIC says it could have done more to warn First Republic Bank of rate risks
Apple's big event may be 'quiet.' Why Wall Street thinks that's a good thing
Kenvue shares may gain after FDA comments in Tylenol-Autism warning label lawsuit

Opportunity is in energy, especially oil and gas - Chris DeMuth Jr. Sep 10, 2023

Chris DeMuth Jr. talks about investing in 2023, the current state of the market (0:30) and why he likes the energy sector, especially oil and gas (4:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Chris' investing group, Sifting The World
Show links:
Putting The G In ESG With GasLog
Chris DeMuth's State Of The Markets January 2023
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UAW pushback hits GM, Ford Sep 08, 2023

Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29) Apple (AAPL) slips again on China worries; issue is 'way overblown,' analysts say. (02:01) SEC investigating Ryan Cohen's Bed Bath & Beyond trades - WSJ. (03:11)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Smith & Wesson Brands, Hudson Pacific Properties and more
Federal Reserve likely has more work to do, Dallas Fed's Lorie Logan says
Federal Reserve's policy rate is in "a good place' right now, NY Fed's Williams says
Fresh round of job cuts coming for Goldman Sachs underperformers

C3.ai drops 2024 profit goal Sep 07, 2023

C3.ai (AI) says will not be profitable in Q4 of fiscal year 2024. (00:29) Alibaba (BABA), Baidu (BIDU), Tencent (TCEHY) top picks at CLSA as firm sees trio leading AI innovation. (01:33) AMC sees largest drop since 2021 on plan to sell up to 40M shares. (03:00)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: WestRock, BlackBerry, C3.ai and more
Apple slips as China reportedly orders government agencies to stop using iPhones
U.S. Senate confirms Lisa Cook for full 14-year term as Federal Reserve Governor
SAP will acquire LeanIX, an architecture management software
WestRock in talks to merge with Smurfit Kappa - WSJ

Oil futures soar before sliding Sep 06, 2023

Oil jumps to 10-month high as Saudi Arabia, Russia prolong cuts in output. (00:31) Enbridge's (ENB) falls on deal to buy 3 utilities from Dominion (D) for $14B. (01:30) Kroger (KR), Albertsons (ACI) in talks to sell grocery stores to C&S Wholesalers - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Enbridge, AeroVironment and more
Abbott acquires Bigfoot Biomedical, furthers growth of personalized solutions for diabetics
FTC expected to file antitrust lawsuit against Amazon later this month - report
Healthcare services provider Syra downsizes proposed IPO to $6M
Zoom CEO says FTC should look into Teams bundling in US

AI: 11% of healthcare budgets in 2024-MS Sep 05, 2023

AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley. (00:33) Thoma Bravo in advanced talks to purchase NextGen Healthcare (NXGN)- report. (01:44) Nestle-partnered (NSRGY) weight loss capsule succeeds in pivotal trial. (02:15)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
IPO Roundup: Arm Holdings, Prospect Energy Holdings and more
Looking to stay in NYC for a visit? Good luck using Airbnb
Trip.com Q2 topline shows a 180% jump
Tesla's China-made EV sales surge in August

Goldilocks jobs reports Sep 01, 2023

A rise in the unemployment rate with participation rising points to a looser labor market. (0:15) Stocks set to gain for the week after a down August where oil was a rare winner. (1:27)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Walgreens Boots CEO Rosalind Brewer resigns
Li Auto deliveries rose 663.8% Y/Y in August
NIO delivers 19,329 vehicles in August

23andMe receives new FDA green light Sep 01, 2023

23andMe (ME) rises on FDA clearance to report more genetic variants. (00:26) UPS offers some pilots an early retirement package. (01:12) Bernstein says reclassifying cannabis as Schedule III not preferred outcome. (01:47)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Fresh stimulus from China to bolster crisis-hit property sector
Aditxt stock drops 48% on $10M private placement
Li Auto sales rose 663.8% Y/Y in August
Ford Motor offers UAW workers a 15% combined wage raise

Fed quietly issues warnings to regional banks Aug 31, 2023

The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation gauge ticks up year-on-year. (1:46) U.S. expands AI chip shipment curbs. (4:14)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Charts favor three heavily-shorted REITs - BTIG
Discounter pain: Dollar General peels off 14% after guidance cut; Dollar Tree and Five Below also fall
Palantir dips after Morgan Stanley cuts rating

Salesforce rallies on earnings beat Aug 31, 2023

Salesforce (CRM) jumps as Q2 results top expectations, raises guidance. (00:31) CrowdStrike (CRWD) slips even as Q2 results surpass estimates, raises guidance. (01:28) Baidu (BIDU) among first companies to get China nod for AI models -report. (02:33)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Salesforce, UBS, Okta and more
Sam Bankman-Fried lawyers push for fraud trial delay
Toyota restarts Japan assembly lines after production system malfunction
Tesla under DOJ investigation for building Musk a glass castle
Cannabis stocks rally amid reports DEA may reclassify drug as less risky

GDP revised down as weak data persists Aug 30, 2023

GDP and inflation are revised down, prompting more dovish bets. (0:15) ATM fees hit a new record. (3:05) Burger King’s Whopper will be on trial. (3:32)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Quits rate, not openings, hints at a peak in the business cycle
U.S. airlines are expected to see record traffic over Labor Day weekend
Texas Instruments falls as Bernstein downgrades on revenue, margin concerns

Grayscale wins in court Aug 30, 2023

Grayscale wins court ruling over SEC's denial of Bitcoin ETF; Coinbase (COIN) jumps. (00:28) Hurricane Idalia may lift construction stocks in shorter term: Citibank. (01:58) Planet Fitness (PLNT) expands pricing pilot to more states. (03:06)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Ambarella, HPQ, Box and more
JOLTS shows megacaps are still mega-dependent on the Fed
VinFast Auto plunges on market cap reality check
Amazon's CEO: Come back to the office or else
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

EV maker NIO stumbles as lower prices hit Q2 Aug 29, 2023

EV maker NIO feels the pinch of lower prices on margins. (0:15) Job openings drop to lowest level in more than 2 years. (1;28) The first 10 Medicare Part D drugs chosen for price negotiations. (3:36)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
NIO in charts: Q2 deliveries disappoint amid shift in market preference to Sedans from SUVs
Jefferies picks a baker's dozen of top small and midcap stocks
AT&T, Verizon get rating upgrades at Citi
Best Buy gains after posting better-than-feared Q2 earnings report

American Airlines fined for tarmac delays Aug 29, 2023

American Airlines (AAL) is hit with the largest fine ever for breaking tarmac delay rules. (00:27) Toyota (TM) halts production at all factories in Japan. (01:17) Amazon (AMZN) hikes free shipping minimum to $35 to match Walmart's (WMT) requirement. (02:36)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Jackson Financial, UP Fintech and more
Meta, Google, others said to meet with Sen. Schumer on AI next month
Summer of strikes: Why is labor rising across the U.S.?
3M board approves $6B settlement for combat earplugs
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

China Evergrande stock steamrolled Aug 28, 2023

Property developer China Evergrande loses 80% of its value as it resumes trading. (0:15) Under Armour (UAA) gets a vote of confidence. (2:05) Danaher to pay $5.7B for UK’s Abcam. (2:56)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Hedge and mutual funds rotate from tech; see the stocks they love and shun
Kimco to acquire RPT REalty in $2B all-stock deal
MongoDB rises as Citi expects 'more impressive' results than competition

XPeng partners with DiDi Global Aug 28, 2023

XPeng (XPEV) enters a strategic partnership with DiDi Global (DIDIY) that includes buying its smart car arm. (00:30) 3M (MMM) agrees to pay more than $5.5B in settlement over military earplugs - report. (01:29) Jabil (JBL) to sell China manufacturing business in $2.2B deal. (02:26)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: XPeng, VinFast and more
Raimondo in China to discuss U.S.-Sino bilateral relationship
Databricks in discussions to raise funds at $43B valuation - report
Wall Street lists potential targets for Medicare drug price negotiations
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

Catalyst Watch: Nvidia enthusiasm fizzles Aug 26, 2023

Catalyst watch for the week of August 27. Seeking Alpha Senior Executive Editor Kim Khan on the core PCE price index and the August jobs report. (00:22) Julie gives a brief earnings preview of CrowdStrike (CRWD) and Salesforce (CRM). (03:05) Kim also shares insight behind the euphoria fading following Nvidia’s (NVDA) second-quarter results and guidance. (04:32)
Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report
Federal Reserve is prepared to hike rates more if needed: Powell at Jackson Hole
Nvidia: Quick Takes On Monstrous Q2 2024 Earnings Beat
CrowdStrike checks 'solid,' Q2 results may show seasonality: Barclays
Salesforce checks show 'stable to improving' demand, Wells Fargo says

Fed's Powell gives fodder for hawks and doves Aug 25, 2023

Jay Powell plays it safe, leading to large swings in stocks. (0:15) Investors ramp up bets against Disney as it hits 9-year low. (2:21) The S&P is flashing a correction signal not seen since the early 2003s. (3:51)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Six countries invited to join BRICS, including Saudi Arabia
Netflix rises as Loop Capital upgrades on valuation, improving fundamentals
Meta launches AI model for coding

Maui suit claims Hawaiian Electric caused wildfire Aug 25, 2023

New Maui County lawsuit alleges Hawaiian Electric's (HE) negligence caused wildfire. (00:34) DoJ sues SpaceX (SPACE) for hiring discrimination against asylum seekers, refugees. (01:49) Ukrainian pilots to start F-16 (LMT) training in U.S. soon. (03:00)
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Hawaiian Electric, Affirm Holdings and more
Agape ATP upsizes proposed offering to $7m, seeks Nasdaq uplisting
Toronto-Dominion Bank under DOJ probe related to anti-money laundering practices
iRobot sets Oct. 12 for new holder vote on revised deal with Amazon

Oil snaps trend hitting monthly low Aug 24, 2023

Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from overnight Nvidia enthusiasm. (1:37) Wells Fargo like the look of ‘uber caps.’ (4:55)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Initial jobless claims fall for second week in a row
Rocket Lab rallies after 40th Electron mission includes reusing an engine
Snowflake pops as Q2 results show consumption 'stabilizing,' some 'green shoots'

Nvidia soars on Q2 earnings Aug 24, 2023

Nvidia (NVDA) soars as Q2 earnings, guidance smash estimates; unveils $25B buyback. (00:27) Jerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield comments. (01:41) Boeing (BA) sees new production issue on 737 MAX - report. (02:53)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: NVIDIA, Splunk, Groupon and more
LVMH, Ferrari, Ralph Lauren, Mercedes-Benz are listed in the new Luxury ETF: LUXX
SpaceX reportedly working with Cloudflare to boost Starlink
CVS Health launches biosimilars business, with Humira rival as first product

Goldman ramps up return to the office Aug 23, 2023

Goldman Sachs putting pressure on workers not in the office 5 days a week. (0:15) Foot Locker (FL) plunges after suspending its dividend. (2:08) Morgan Stanley highlights AI trends to watch. (3:39)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Five metrics for AI trendspotting
Peloton falls 30% on a lowered forecast as turnaround proves to be elusive
Mortgage applications fall by ~4%, reportedly to lowest level in 28 years

FTC to probe Qualcomm’s auto-chip deal Aug 23, 2023

Deep FTC probe of Qualcomm (QCOM) auto-chip deal reportedly on deck for Wednesday. (00:32) VinFast (VFS) has the 3rd highest auto market cap - SA analysts say Sell while Wall Street is quiet. (01:35) Goldman Sachs (GS) said to urge staff to work from office five days a week. (03:09)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: AMC Entertainment, Manchester United, VinFast Auto and more
Retail's true crime story: Top execs say rise in theft is cutting into earnings
Manchester United jumps on report sale may be announced next month
U.S. lifts restrictions on 27 Chinese companies ahead of Commerce Secretary trip
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Nvidia hits new yearly high on earnings optimism Aug 22, 2023

Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-rising bond yields. (3:11) Dick’s Sporting Goods (DKS) spooks the sector with guidance cut. (4:52)
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Nvidia Is Poised For Another Earnings Blowout
Nvidia Q2: Party May Be Over
Medtronic raises guidance as Q1 results exceed forecasts
JPMorgan continues to ring the alarm of sticky inflation

Arm’s IPO on Nasdaq Aug 22, 2023

Arm (SFTBY) files IPO, set to trade on Nasdaq. (00:26) Tingo (TIO) postpones Q2 results yet again after Hindenburg short report, stock -27% after hours. (01:26) S&P downgrades 5 regional banks amid higher for longer rates, asset quality risks. (02:13)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Fabrinet and Tingo Group
Zoom Video returns to revenue growth in FQ2, stock rises more than 4% after hours
Los Angeles-area refineries come through hurricane mostly OK - Reuters
FDA approves Pfizer's RSV vaccine as maternal immunization for babies
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Big demand for shares in J&J spinoff Kenvue Aug 21, 2023

J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up again as its earnings approach and the 10-year yields hits a 52-week high. (1:26) See what J.P. Morgan’s AI sentiment model says. (4:06)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
J.P. Morgan AI model shows sentiment sour on Fed and taxes, fading on buybacks
Medical Properties Trust slashes dividend to strengthen balance sheet
Palo Alto Networks pops as Wedbush calls Friday night call 'water under the bridge'
European natural gas prices jump as Australia LNG workers poised to strike

Marsh McLennan reaches deal for Honan Insurance Aug 21, 2023

Marsh & McLennan (MMC) reaches $450M deal for Australia's Honan Insurance. (00:32) Bill Ackman, Boaz Weinstein reportedly make rival $12/share offer for Sculptor Capital (SCU). (00:59) Shipping wars: Amazon (AMZN) restarts service that competes with FedEx (FDX) and UPS. (2:02)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Palo Alto Networks and Napco Security Technologies
Jerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield comments
China cuts one-year loan prime rate to record low of 3.45%
DuPont near deal to sell resins unit for $1.8B - report
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Highly concentrated rally expanding to other sectors; quant stock picking Aug 20, 2023

Steven Cress, head of Quantitative Strategy at Seeking Alpha, joins Kim Khan to discuss the current stock market landscape and how it’s shifted from the 1st half surge (0:25). Market rotation and more breadth - are we in a stock picking environment? Quant Ratings' top picks for H2 2023 (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress
Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Top 10 Stocks For H2 2023
2 Stock Buys That Leverage ChatGPT And Generative AI
Quant Investing: How To Beat The Market With Math

Catalyst Watch: Decoding r-star Aug 19, 2023

Catalyst watch for the week of August 20. Seeking Alpha Managing News Editor Kim Khan on the significance of r-star and what investors can expect from the Jackson Hole Economic Symposium. (00:22) Julie gives a brief earnings preview of Nvidia (NVDA). (04:28) Kim also shares insight behind 13F filings from Warren Buffett’s Berkshire Hathaway (BRK.B) and Michael Burry. (05:48)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters
Lowe's: A Stable Player With A Lot Of Margin For Improvement
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2023 Update
Nvidia: Don't Be The Greatest Fool
Jackson Hole 2023 Preview: Expect High Rates For Longer

Home sales slump, rates increase Aug 18, 2023

U.S. home sales see first monthly slump since April while long-term mortgages exceed 7%. (00:34) China Evergrande (EGRNF) files for Chapter 15 bankruptcy in New York. (01:58) CVS Health (CVS) says no near-term impact from PBM contract loss. (02:24)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Farfetch, Ross Stores and more
Instacart plans for IPO as soon as next month - report
Ford, South Korean firms to build $886M EV battery materials plant in Quebec
U.S. to impose tariffs on tin-plated steel imports from China, Germany, Canada

More rate hikes ahead? Aug 17, 2023

Some Fed officials favored maintaining rates in July; most open to hikes ahead: FOMC minutes. (00:27) BAE to buy Ball Aerospace (BALL) for $5.55B to boost space, defense capabilities. (01:31) Johnson & Johnson (JNJ) finalizes an exchange ratio in Kenvue (KVUE) split-off. (02:28)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Avnet, Wolfspeed and more
Hawaiian Electric in talks with financial restructuring professionals - WSJ
Tesla gets big Texas win with charging mandate
Tyson Foods eyes sale of China poultry business - report

Intel axes Tower Semi acquisition Aug 16, 2023

Intel (INTC) axes Tower Semiconductor (TSEM) acquisition after not getting China nod. (00:22) Electric vehicle maker Vinfast (VFS) skyrockets in Nasdaq debut. (01:08) First Solar (FSLR) slides after audit finds forced labor in Malaysian factory. (02:03)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Biggest stock movers today: Tower Semiconductor, DLocal Limited and more
Phillips 66 to lay off 275 office workers in latest cost-cutting move
Silvergate Capital CEO to depart in next phase of crypto bank's wind-down
Esmark CEO says he has cash for U.S. Steel deal

Retail sales blow past forecasts Aug 15, 2023

Consumer spending confounds expectations in July, with an Amazon (AMZN) assist. (0:15) Sea Limited (SE) tumbles after earnings. (2:40) More than 70 banks could face credit downgrades. (3:25)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Money managers boost risk, dump REITs to Lehman levels
Electric vehicle sticker shock: Tesla introduces cheaper versions of the Model S and Model X
Michael Burry's Scion shorts stock market in Q2, exits bank stocks
Home Depot sees comparable sales fall 2% as big-ticket demand lags

Q2 13F filings Aug 15, 2023

Warren Buffett's Berkshire (BRK.B) builds stakes in homebuilders DHI, NVR, Lennar (LEN.B). (00:28) Saudi Arabia, UAE said to buy 'thousands' of Nvidia (NVDA) GPUs for AI. (02:17) Catalent (CTLT) accused of misleading investors in shareholder suit. (02:48)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
'Barbie' rolls on, entering all-time top 20 U.S. movie grosses
Tesla launches cheaper Model S and X standard range versions
Ron DeSantis calls on Bob Iger to drop Disney lawsuit
UBS to pay $1.44B to settle financial crisis-era mortgage bond case
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

Goldman pencils in first Fed rate cut Aug 14, 2023

Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia (NVDA) stock price looks attractive to Morgan Stanley. (2:05) PayPal (PYPL) confirms new CEO. (3:05)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Uber Crowded, Battleground and Sweet 16 stock portfolios from Jefferies
Hawaiian Electric facing scrutiny for not cutting power before Maui wildfires
Nikola falls sharply after recalling Class Tre battery-electric vehicles
TMC surges after pricing $27M offering of shares, warrants

U.S Steel rejects Cleveland-Cliffs offer Aug 14, 2023

U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23) Tesla (TSLA) trims prices of some Model Y versions in China. (01:33) Maui wildfires impact Hawaiian Holdings (HA), Host Hotels & Resorts (HST), and Hawaiian Electric (HE). (02:33)
Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Starboard Value boosts stakes in Wix.com, Humana, trims Salesforce
Student loan repayments to start up in October - Will it spark a recession?
Pharma under threat from bill to expand drug price negotiations
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

Watching yields, soft landing and extending bond durations Aug 13, 2023

Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Transcripts on Seeking Alpha

Catalyst Watch: AMAT, TGT, WMT preview; DIS review Aug 12, 2023

Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when retail sales and housing starts and permits numbers are released. (00:26) Julie gives a brief earnings preview of Walmart (WMT), Target (TGT), and Applied Materials (AMAT). (01:43) Kim shares insight on what investors may not have expected from Disney, the rationale behind the Disney+ price increases and the rumor that is not going away? (02:24)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings
Food prices outpace overall inflation again - will these stocks benefit?
Target is downgraded at Raymond James ahead of earnings
Applied Materials: Still Firing On All Cylinders
Walmart: The Bottom Could Fall Out If Inflation Levels Continue To Fall
The Walt Disney Company (DIS) Q3 2023 Earnings Call Transcript
Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point
Disney's quarterly revenues, streaming subscribers fall short of forecasts (updated)
Disney earnings call: More streaming price hikes amid pivot toward profits
Disney in charts: Key subscriber metrics stagnate
ESPN moves into sports betting, teaming with PENN on ESPN Bet
Disney Delivered Where It Mattered Most

Hot wholesale inflation spooks hawks Aug 11, 2023

Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Biden calls China a ‘ticking time bomb.’ (2:43) Treasury bonds are on pace for record inflows of cash. (4:29)
Seeking Alpha transcripts.
Show Notes
Dividend Roundup: Microsoft, Exxon Mobil, Kohl’s, FOX, and more
JPMorgan flags 4300 and 4200 as key technical levels for the S&P 500
Treasuries on pace or record year of demand, cash already there
Biden calls China a 'ticking time bomb' amid deflationary spiral, economic woes
Producer prices rise slightly more than expected in July
Tech can still outperform the S&P; BMO screens for good bets
Microsoft's role in data breach to be part of US cyber probe - report
Medical Properties Trust slashed to Underperform at Raymond James
Archer Aviation soars after landing new investment, working out collaboration deal with Boeing
Taiwan Semiconductor's July net revenue jumps ~13% over June but falls short Y/Y

Union trouble for major automakers Aug 11, 2023

GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26) Supreme Court to hear arguments on Purdue Pharma $6B bankruptcy settlement. (2:04) Hawaiian Electric (HE) falls 12% in two days after deadliest U.S. wildfire in five years. (03:19)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: Archer Aviation, Maxeon Solar Technologies and more
Meta said to build only roughly 1,000 units of new AR glasses
DOJ requests more info on Amedisys, UnitedHealth merger
Aluminum prices seen rebounding with low global inventories, Century CEO says
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

A 'goldilocks' July CPI and Disney streaming with Victor Dergunov Aug 10, 2023

Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20).
Transcripts on Seeking Alpha
Show Notes
Inflation rises slightly less than expected Y/Y in July, but shelter prices stay strong
Finally, Disney Is Dirt Cheap
Why The Correction Could Get Worse

July CPI on tap Aug 10, 2023

July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) quarterly revenues, streaming subscribers fall short of forecasts. (01:45) Alibaba (BABA) revenue expected to grow nearly 2% in Q1. (03:13)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: Plug Power, AppLovin and more
Kenvue set to join S&P 500
Coach owner Tapestry in talks to buy Capri Holdings - WSJ
Amyris files for Chapter 11 bankruptcy
Disney earnings call: More streaming price hikes amid pivot toward profits
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Deepfake deal could legitimize AI music Aug 09, 2023

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

ESPN sports betting shakeup Aug 09, 2023

Sports betting shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanDuel's dominance. (00:28) Amazon (AMZN) is latest heavyweight in talks to anchor Arm IPO - report. (01:49) China's CPI falls for first time in over two years; PPI drops more than expected. (02:40)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: PENN Entertainment, WeWork and more
Rivian Automotive boosts full-year deliveries guidance
Holiday sales grab: Amazon plans to hold a major shopping event in October
Plug Power Q2 earnings on deck, what to expect
ESPN moves into sports betting, teaming with PENN on ESPN Bet
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Banks not out of the woods Aug 08, 2023

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

SF Fed: Shelter inflation negative in 2024? Aug 08, 2023

U.S. shelter inflation, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Dish Network (DISH), EchoStar (SATS) nearing deal to merge - report. (01:25) Tilray (TLRY) to buy eight beer brands from Anheuser-Busch (BUD) in bid to boost beverage portfolio. (02:04)
Transcripts available on Seeking Alpha
Show links:
Three stocks make the cut for Credit Suisse's 'Top of the Crop' list
Palantir rises as Q2 results meet estimates, raises full-year sales forecas t
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

Office space meltdown Aug 07, 2023

HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:15) Nearly half of Americans would try weight loss pills. (2:52) Morgan Stanley shakes up its dividend stock poftfolio. (4:20)
Read a transcript of this episode at Seeking Alpha.
Show Notes
See the full Morgan Stanley Dividend Equity Portfolio
Jefferies: ‘We think that a recession is almost inevitable’
Tyson Foods misses estimates, forecasts weak margins for beef, chicken
Sage plummets 46% after FDA declines zuranolone in major depression
Campbell Soup to buy Sovos Brands in $2.7B all-cash deal
Pratt & Whitney engine recall said to affect airline schedules: WSJ
Wall Street Breakfast on Twitter

Berkshire Hathaway earnings Aug 07, 2023

Berkshire Hathaway (BRK.A) Q2 operating earnings drive up on strong insurance results. (00:27) Debt-laden Yellow Corp (YELL) files for bankruptcy after prolonged labor row. (01:41) Pollo Tropical (FRGI) restaurant chain to be sold in $225M deal - WSJ. (02:58)
Transcripts available on Seeking Alpha
Show links:
Pfizer alerts hospitals to drug shortages caused by damage to NC plant
Icahn Enterprises drops in after hours amid disclosure of SEC inquiry
Earnings week ahead: Disney, Palantir, Plug Power, Roblox, Rivian and more
Stocks most loved and shunned by hedge funds
Biggest stock movers today: Nikola and Yellow Corporation
Berkshire Hathaway Stock: Q2 Earnings Results Blew Away The Bears
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Credit event, long duration treasuries, utilities and classifying a bear market Aug 06, 2023

Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael Gayed's The Lead-Lag Report
Transcripts on Seeking Alpha
Show Notes:
QQQX: Time To Rotate If Bullish Tech
GHY: Global, But Wait For It
SDIV: Only If International Outperforms
QQQ: It's Time For The Nasdaq To Punish Recency Bias
USA: Value Tilt Could Cause Outperformance
Unpopular Opinion: The Bear Market Is Not Over
DGRO: A Great Fund, But Won't Be Spared In A Credit Event

Catalyst Watch: CPI, BABA, DIS, PLTR, UPS preview Aug 05, 2023

Catalyst watch for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when CPI and PPI are released. (00:25) Julie gives a brief earnings preview of Alibaba (BABA), Disney (DIS), Palantir (PLTR) and UPS. (02:26) What do the experts say about how investors should view the Fitch U.S. ratings downgrade? (03:56)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con
Palantir: Time For A Breakout Q2
Palantir: Be Fearful When Others Are Greedy (Rating Downgrade)
Disney: Arrival Of Mayer And Staggs Shouldn't Be Overplayed
Walt Disney: A Little Magic Heading Our Way
UPS' labor deal with the Teamsters goes to a vote with rank-and-file employees
UPS: Still Not Appealing Enough Alibaba: Easier Comps Can Deliver Earnings Surprise
Time To Build A Position In Alibaba (Technical Analysis)
JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'
Investors question timing on Fitch downgrade, see U.S. keeping 'safe haven' status
United States loses top rating at Fitch; long-term IDR cut to AA+ (updated)

Unemployment falls even as job gains ease Aug 04, 2023

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 with signs of weakness Aug 04, 2023

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 bets against the long bond Aug 03, 2023

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

Amazon, Apple earnings on tap Aug 03, 2023

Apple (AAPL) Q3 preview: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on upcoming results: Earnings preview. (01:28) JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'. (02:25)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: Upwork, PayPal, Qualcomm and more
American Well down 6% on earnings, 2023 revenue outlook cut
PayPal stock slides after in-line Q2 earnings, active accounts number slips
Shopify's sales beat; shares fluctuate postmarket
Airbnb earnings preview: Reporting amid a busy season, and after a tough warning
Costco July net sales jump nearly 5%, comparable sales rise 2.5%
Salesforce said to lay off more employees after January's purge
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

White House balks at oil purchase Aug 02, 2023

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 Aug 02, 2023

United States loses top rating at Fitch; long-term IDR cut to AA+. (00:25) Why did Teladoc (TDOC) stock fall today? Amazon Clinic (AMZN) goes nationwide. (01:21) Manchester United (MANU) falls on report takeover process is paused. (02:06)
Transcripts available on Seeking Alpha
Show links:
Biggest stock movers today: XPeng, Match Group and more
Starbucks talks China upside and customization trends on earnings call
Pinterest beats expectations for revenues, user growth in Q2
Caesars Entertainment slides post-market after reporting Q2 results
Paycom stock slips after Q2 earnings beat, but Q3 guidance disappoints
AMD earnings call: Execution on track, AI engagements surging
PayPal to report Q2 earnings
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

BP misses estimates Aug 01, 2023

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?

Corporate earnings scorecard Jul 31, 2023

Societe Generale says margins are where surprises are this earnings season. Ford (F) recalls over 870,000 new F-150 pickup trucks. BMO suggests "barbell strategy" for investors.
Read a transcript of this episode at Seeking Alpha.
Show Links
Play offense and defense with these barbell stock strategies - BMO
SEC asked Coinbase to delist all cryptos except bitcoin before lawsuit - report
SoFi Q2 revenue beats consensus as loan originations climb; boosts guidance
Pegasystems added to Wedbush's Best Ideas list after reporting Q2 results
New Relic jumps after agreeing to be sold to Francisco Partners, TPG for $6.5B
Arbor Realty gets double-downgrade at Piper to Underweight

Walmart increases stake in Flipkart Jul 31, 2023

Walmart (WMT) pays $1.4B to increase its stake in India's Flipkart - report. (00:26) Yellow Corp. (YELL) reportedly shuts down operations. (01:15) U.S. proposes to boost fuel economy standards for new vehicles to 58 mpg by 2032. (01:44)
Transcripts available on Seeking Alpha
Show links:
Disaster-prone areas are becoming a haven for those seeking cheaper homes - Redfin
Credit card delinquencies tick up, net charge-offs fall in June
RSV treatment market to surge past $9B by 2029
Biggest stock movers today: SoFi Technologies and Apellis Pharmaceuticals
Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

S&P 500 rally, DIA vs. QQQ, perma-realism and tech giants' important earnings Jul 30, 2023

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: Jobs report, AAPL, MRK, SBUX preview Jul 29, 2023

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

Disinflation nation Jul 28, 2023

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 surges on Q2 results Jul 28, 2023

Intel (INTC) surges as Q2 results show PC rebound underway, strong guidance. (00:27) U.S. crude oil (CL1:COM) benchmark closes above $80 for the first time since April. (01:41) First Solar (FSLR) to invest $1.1B in new U.S. factory; posts strong Q2 earnings beat. (02:33)
Transcripts available on Seeking Alpha
Show links:
3D Systems targets Aug. 4 for completion of talks with Stratasys; calls offer 'best and final'
TC Energy to split in two with spinoff of liquids pipeline business
T-Mobile dips after revenue miss, but a beat-and-raise on customer growth
Digital Realty, TPG form joint venture for three Virginia data centers
Oatly crumbles after earnings miss, disappointing guidance
Ford rallies after hiking guidance, setting lofty EV targets
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

GDP blows past forecasts Jul 27, 2023

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

Lead cables probe Jul 27, 2023

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

Fed will continue to hover over markets Jul 26, 2023

Seeking Alpha analysts look down the road for the Fed and markets. Amazon could face breakup FTC suit by next week. The case for not running with the bulls.
Read a transcript of this episode at Seeking Alpha.
Show Links
Bulls Are Partying Like It's 1999: Powell Tightens The Noose
The Fed May Not Be One And Done, But Has Even More Hikes To Come
The Fed Should Continue Hiking Past 6%
AT&T rises as cash flow, Q2 profits exceed expectations
Coca-Cola rallies after smashing organic revenue expectations, hiking guidance
Boeing’s stock rises as plane maker reports narrower loss
Thermo Fisher cites macro concerns after Q2 miss

One more rate hike? Jul 26, 2023

One more Federal Reserve rate hike expected but hawks, doves differ on what's next. (00:33) PacWest (PACW) to merge with Banc of California (BANC) in all-stock deal. (01:18) UPS signs tentative five-year deal with Teamsters to avoid a costly strike. (02:29)
Transcripts available on Seeking Alpha
Show links:
Alphabet earnings call: Full speed on AI, with refocused teams
Microsoft slips even as Q4 results surpass estimates
Stellantis reports 1H results; reaffirms FY23 guidance
Meta Earnings look-ahead: Ad business and AI to be the catalyst for the quarter
Snap slides amid glum third-quarter forecast
Dish Network jumps, reportedly will sell Boost mobile service on Amazon
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Big bear spies AI bubble Jul 25, 2023

Is there an AI bubble building in stocks or a cash generating machine? Verizon (VZ) maintains full-year forecast. Amazon (AMZN) and iRobot (IRBT) adjust terms of big merger.
Read a full transcript at Seeking Alpha.
Show Links
Look at free cash flow when evaluating AI companies - Citi
Disney falls as Atlantic Equities downgrades on TV, Disney+ worries
Consumer confidence climbs in July to highest level in two years
Meta ticks higher after New Street Research upgrades on AI efforts
RTX declines after disclosing Pratt & Whitney engine defect
3M reports Q2 loss with ‘forever chemicals’ settlement
General Motors gains after boosting guidance, hitting EV target
General Electric rises after Q2 revenue, earnings beat estimates

Disinflation could become a headwind - MS Jul 25, 2023

Disinflation could become a headwind - Morgan Stanley. (00:30) Adobe (ADBE) reportedly won't offer remedies to address EU concerns over Figma deal. (01:26) Kellogg (K) files SEC statement for splitting up as Kellanova and WK Kellogg Co. (02:28)
Transcripts available on Seeking Alpha
Show links:
Biden administration proposes new rules for residential water heaters
Gasoline futures hit highest since October after Exxon refinery outage
Alphabet Q2 earnings look-ahead: All eyes on new AI development
Apollo Global plans to make equity investment in PetSmart
West Virginia AG files brief asking Supreme Court to OK Mountain Valley Pipeline
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

EV maker VinFast set to break ground Jul 24, 2023

Vietnamese EV maker VinFast is ready to begin North Carolina plant. J&J launches Kenvue exchange offer. Are stock valuations justified amid rising rates?
Read a transcript of this episode at Seeking Alpha.
Show Links
Stock valuations are justified, even in the face of rising rates - Goldman
Tesla slips after UBS downshifts to a Neutral rating on the EV stock
Microsoft to get 'golden 1-2 punch' from cloud, AI, Wedbush says
Labor strike wildcard hangs over airline, automobile and package delivery sectors

AMC skyrockets following court ruling Jul 24, 2023

AMC doubles after hours, APEs slide as settlement is rejected. (00:28) 'Barbie' (WBD) and 'Oppenheimer' (CMCSA) give jolt to summer box office. (01:16) U.S. Senate OKs legislation banning Strategic Petroleum Reserve sales to China. (02:06)
Transcripts available on Seeking Alpha
Show links:
GM, Ford revving up for solid results: Earnings preview
Restaurant earnings are coming - watch these stocks
Social media monetization? Elon Musk rebrands Twitter to 'X'
Biden administration moves to raise cost to drill on federal lands
AMC doubles after hours, APEs slide as settlement is rejected
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Avoiding recession, cooling inflation, AI plays and financial earnings with Victor Dergunov Jul 23, 2023

Victor Dergunov runs The Financial Prophet.

(0:35) 25 basis point increase likely coming from Fed and already priced into the market
(4:20) Cooling inflation and how macro picture is affecting earnings
(11:00) Avoiding a textbook recession; looking for troubling signs
(18:20) Favorite AI plays - the heavy lifters

This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Transcripts on Seeking Alpha
Subscribe to The Financial Prophet
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter

Catalyst Watch: Fed week, earnings blitz Jul 22, 2023

Catalyst watch for the week of July 23. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the Federal Open Market Committee meets. (00:21) Kim gives a brief earnings preview of Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META) and Alphabet (GOOG) (GOOGL). (01:23) Why did Netflix (NFLX) slip following its earnings report? (02:59)
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Earnings week ahead: Microsoft, Google, Meta, Boeing, Coca-Cola and more
Post Q2 2023 Earnings, Netflix Still Looks Terribly Overvalued
Inside Netflix: New plans, new factors for subscriber growth
Retail buzz: Amazon sets Prime Day sales records
Amazon: AWS Is Rolling Over
Microsoft: Still The Cornerstone Of A Great Portfolio
Google: This FAANG Laggard Has Q2 Surprise Potential
Meta Q2 2023 Earnings Preview: Will The Turnaround Continue?

Taming the AI Wild West Jul 21, 2023

Hackers already deep into AI as Big Tech pledges cooperation with DC. Stock bulls face trouble without a soft landing. What big names go ex-dividend next week?
Read a full transcript of this episode at Seeking Alpha.
Show Links
Dividend Roundup: Bank of America, Ford, Pfizer, Kinder Morgan, and more
SLB slips after Q2 earnings top estimates but revenue misses
Sirius XM Holdings slumps as analysts downgrade after 'massive' run
XPeng is on watch after JPMorgan warns shares will go in reverse
FTC official withdraws internal suit over Microsoft, Activision merger

Google goes into overdrive to power Gemini Jul 21, 2023

AI race in full swing as Google (GOOG) (GOOGL) goes into overdrive to power Gemini. (00:31) Trump SPAC Digital World (DWAC) jumps amid settlement with SEC. (01:57) Biden said to form team to avert future debt-limit standoffs. (03:02)
Transcripts available on Seeking Alpha
Show links:
Codexis streamlining operations, reducing headcount
SAP slumps after unveiling Q2 results, tweaking 2023 outlook
Tesla skids 10% after earnings disappoint; other EV stocks go in reverse
Sirius XM, heavily shorted, jumps 27% and triggers halts (updated)
Wall Street Breakfast newsletter
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Stocks poised for a decade of low returns Jul 20, 2023

Stocks may only be slightly better than bonds over the next decade. Exxon (XOM) plans on building a huge lithium facility in Arkansas. Barclays sees Nvidia (NVDA) earning $20 per share or more.
Read a full transcript of this episode at Seeking Alpha.
Show Links
Stocks set for 4% annual return over next decade, just edging bonds - Bernstein
AMD added to Wolfe Alpha List as firm expects earnings to rebound 'sharply'
Johnson & Johnson posts Q2 beat as Pharma, MedTech outperform
Abbott Q2 results top consensus as base business offsets COVID impact
Blackstone Q2 distributable earnings, beating consensus, fall as expenses rise
United Airlines rises after upping its forecasts; Q2 earnings beat estimates
American Airlines's record Q2 follows peers in strong quarterly reports
Microsoft said to be hit with second antitrust complaint over Teams
Initial jobless claims drop again
Existing home sales retreat more than expected in June
Philly Fed manufacturing rises less then expected in July

Netflix, Tesla shares dip following earnings Jul 20, 2023

Netflix (NFLX) earnings call: Paid sharing key to ramping revenues in 2023. (00:28) Tesla (TSLA) investors size up margin crunch, deliveries update, FSD licensing. (01:43) Catalent (CTLT) gains after report of activist Elliott taking stake. (02:59)
Transcripts available on Seeking Alpha
Show links:
IBM rises as Q2 revenue misses estimates, reaffirms full-year guidance
UPS, Teamsters will return to negotiating table next week as threat of strike looms
KKR expects a mild recession in 2024
American Airlines expected to follow peers with strong Q2 print
Taiwan Semiconductor GAAP EPADR of $1.14 beats by $0.06, revenue of $15.68B beats by $300M
Netflix dips as revenues miss, profits and subscribers beat forecasts
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Goldman earnings miss amid refocus Jul 19, 2023

Goldman Sachs misses on bottom line but stock damage limited. Hot weather could severely threaten corn supply. Retail investors are still much more bullish on stocks than pros.
Get a fulll transcript of this episode at Seeking Alpha.
Show Links
Charles Schwab CEO sees return of the bulls based on equity exposure
AT&T pauses plan to remove lead cables from Lake Tahoe, eyes more testing
Carvana pares huge gain after filing to sell 35M shares
Housing starts, permits slump more than expected in June
Mortgage applications increase slightly as inflation expected to cool, rates decline
Salesforce rises as it unveils pricing for generative AI tools

Microsoft unveils pricing for AI tool Jul 19, 2023

Microsoft (MSFT) hits all-time high after unveiling pricing for AI tool, Copilot. (00:36) J&J (JNJ) ordered to pay $18.8M over baby powder cancer claim, jury rules. (01:53) Carvana (CVNA) drops after moving up earnings report to July 19. (02:57)
Transcripts available on Seeking Alpha
Show links:
Gold settles at six-week high; Citigroup raises 2024 gold price forecast
Bloomingdales to Balmain bank on Barbie to bolster sales
Qualcomm, Meta announce deal to bring LLMs to phones, PCs
U.S. home turnover rate in H1 falls to lowest in a decade, Redfin says
Tesla earnings preview: EV sector buckles up for pricing, margin and new model developments
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Ford falls after slashing prices Jul 18, 2023

Ford (F) falls after slashing prices on electric F-150 to make them more affordable; GM also lower. (00:31) AT&T (T), Frontier (FYBR), Telephone and Data Systems (TDS) plunge as Citi cuts on lead worries. (01:40) Microsoft (MSFT), Activision (ATVI) reportedly planning later close to $69B deal. (02:39)
Transcripts available on Seeking Alpha
Show links:
Novartis beats top and bottom line estimates; raises FY23 outlook and board endorses Sandoz spin-off
Lithium Americas gain as court denies appeal of Thacker Pass lithium mine
Chipmaker Wolfspeed says its supply chain is safe from China export controls
Petrobras sees steady spending in upcoming plan but dividend policy to be 'adjusted'
BofA gives 10 stocks to watch during this earnings week
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

UN to discuss AI risks Jul 17, 2023

UN to discuss AI risks in 1st formal meet on the new tech - report (00:22). Tesla (TSLA) enters the electric truck battle after first Cybertruck rolls off the production line (02:30). Intel (INTC), Qualcomm (QCOM) CEOs to meet with officials in Washington on China policy - report (01:25).
Transcripts available on Seeking Alpha
Show links:
Salesforce is evolving. Goldman Sachs thinks there's more value yet to come
Microsoft in pact to keep `Call of Duty' on Sony's PlayStation
United Airlines, pilots agree on four-year deal with solid pay raises
In digital media earnings look, it's Spotify over Netflix for KeyBanc
Catalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Fed walking primrose path and cataclysmic scenarios with David Trainer Jul 16, 2023

David Trainer on why, for the near-term, it's really all about liquidity (0:55) and why the Fed is hoping to walk the primrose path (4:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Transcripts available on Seeking Alpha
Show links:
Q2 2023 Earnings: Where Street Earnings Are Too High And Who Should Miss
2Q23 Earnings: Where Street Estimates Are Too Low And Who Should Beat

Catalyst Watch: Retail sales, Hollywood strike Jul 15, 2023

Catalyst watch for the week of July 16. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the retail sales report is released. (00:24) Kim gives a brief earnings preview of IBM, Tesla (TSLA) and Netflix (NFLX). (01:33) Hot topic: Hollywood actors join writers on the picket lines (03:01). How should investors view major studios and streamers? (05:17)
Transcripts available on Seeking Alpha
Show links:
Retail buzz: Amazon sets Prime Day sales records
Core CPI cools more than expected in June, with smallest increase since August '21
The June CPI Report Likely The Last Good News Of 2023 - Evidence Of 'Pain' Emerging
Tesla Q2 Earnings Preview: Margin Pain For Long-Term Gain
Is Tesla A Buy?
Bob Iger to continue as Disney CEO until end of 2026
Hollywood actors go on strike, setting up historic entertainment shutdown
IBM: Still Looks Interesting Before Earnings
Netflix Stock Is Expensive, But Worth The Investment

Traders sell the news on bank earnings Jul 14, 2023

Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulus. Quant Ratings tells us which sectors look strongest into earnings.
Get a fulll transcript of this episode at Seeking Alpha.
Show Links
Dividend Roundup: Procter & Gamble, MetLife, Caterpillar, CVS Health, and more
Citi sees '99B reasons to stay long' chip equipment stocks, new highs expected
AT&T slips as JP Morgan downgrades, citing worries over wireless, broadband
Citigroup Q2 earnings miss as market, investment banking revenue disappoint
Alcoa cut at J.P. Morgan on weaker aluminum fundamentals
Wells Fargo Q2 earnings beat helped by strong net interest income

Earnings season kicks off Jul 14, 2023

Bank Q2 earnings set to kick off with the bar set low as rates stay high. (00:25) Hollywood actors go on strike, setting up historic entertainment shutdown. (01:45) Judge denies FTC request to temporarily block Activision (ATVI) sale to Microsoft (MSFT). (03:04)
Transcripts available on Seeking Alpha
Show links:
Ahead of bank earnings, these names have seen the highest 2023 returns so far
Wells Fargo Q2 2023 Earnings Preview: What To Watch For
JPMorgan Earnings Preview: The P/E Has Compressed As Earnings Power Builds
Roivant reportedly could sell colitis drug to Roche for over $7B
Workers building Taiwan Semi Arizona plant reportedly hit with pay cut
U.S. federal budget deficit narrows less than expected in June
Microsoft, Activision consider sale of UK cloud-gaming rights - report
Nikola soars 62% after disclosing hydrogen truck sale
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

ChatGPT and AI in government sights Jul 13, 2023

OpenAI, the maker of the popular ChatGPT chatbot, is under investigation by the U.S. government over consumer protection risks. Wholesale inflation comes in lower than expected, helping stocks again. But hedge funds are turning away from Wall Street.
Get a transcript of this episode at Seeking Alpha.
Show Links:
Airline stocks fly high after strong results from Delta Air Lines
Hollywood set for first double strike in 60 years as talks between actors, studios fail
Initial jobless claims unexpectedly fall in past week, continuing claims rise
Gold, silver rally to highest since mid-June after more tame U.S. inflation data
PepsiCo rallies after strong organic sales power double earnings beat
Plug Power wins order for 'largest announced project' in Europe oil and gas

Palo Alto under pressure from Microsoft Jul 13, 2023

Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to suspend dividends for at least the next six months. (01:38) Elon Musk unveils xAI to 'understand reality' and 'true nature of universe.’ (02:21)
Transcripts available on Seeking Alpha
Show links:
Bob Iger to continue as Disney CEO until end of 2026
Sarcos to terminate 25% of its workforce, withdraws full-year revenue guidance
Chips rise after Nvidia $50M AI investment, Broadcom deal approval
FTC appeals judge's OK for $69B Microsoft-Activision deal (updated)
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

Stock bulls cheer as CPI drops to 3 percent Jul 12, 2023

The June CPI report has stocks rallying, yields falling and betting the Fed is one and done. Oil continues to make gains. But this chart is flashing a major sell signal.
See a transcript of this show at Seeking Alpha.
Show Links:
This Morgan Stanley chart is flashing the biggest stock sell signal in recent memory
Food inflation is moderating - watch these stocks
Airline fares fall 19% in June from a year ago
Activision drops amid report that UK may need to do a new probe of Microsoft deal
Microsoft gets 'trophy moment' with Activision court win: Wedbush
ZIM Integrated Shipping cuts full-year guidance, weighed by weak freight rates
Domino's Pizza soars after striking global delivery deal with Uber Technologies
Cathie Wood's ARK Innovation takes some profit on Coinbase stock surge

Is inflation cooling? Jul 12, 2023

June consumer price index expected to show inflation cooling further — or will it? (00:29) EU expands probe into suicide risk linked to weight loss drugs. (02:08) FTC reportedly leaning toward quick appeal of Microsoft-Activision (MSFT) (ATVI) loss. (03:02)
Transcripts available on Seeking Alpha
Show links:
Coty rises as Kim Kardashian said to want SKKN stake back
Disney reportedly discussing strategic options for India business
Shift to terminate 34% of workforce, end investment into dealer marketplace business
Matterport terminates 30% of workforce to accelerate path to profitability
Taiwan Semi eyes 2024 construction of second Japanese chip plant
Tower Semiconductor gains amid report Intel CEO visiting China
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

Trading the Nasdaq 100 rebalance Jul 11, 2023

The Nasdaq 100 faces an extraordinary rebalancing for just the third time and Wells Fargo spies some near-term trades. BofA gets a hefty fine from the CFPB. Did SVB's collapse delay a recession?
Read a transcript of the episode at Seeking Alpha.
Show Links:
Wells Fargo highlights Nasdaq 100 rebalance trade opportunities
Goldman's top four themes for earnings season (yes, one is AI)
Microsoft said to lay off sales, customer support staff as new fiscal year begins
Toyota slides after report it will focus on hydrogen-powered vehicles in Europe, China
JPMorgan upgraded to Buy at Jefferies; Truist, Zions, Hancock Whitney cut to Hold
Wynn Resorts is tipped by JPMorgan for second-half rally
JetBlue falls after Evercore ISI downgrades due to risk a Spirit acquisition drags on results

Rite Aid dips on bankruptcy report Jul 11, 2023

Rite Aid (RAD) dips amid report it's considering bankruptcy to address opioid liabilities (00:28). Berkshire Hathaway (BRK.A) (BRK.B) to buy Dominion's (D) 50% stake in Cove Point LNG in $3.3B deal (01:54). Iovance Biotherapeutics (IOVA) dips on pricing $150M offering.(02:49)
Transcripts available on Seeking Alpha
Show links:
Rite Aid May Be Forced Into Ch.11 Bankruptcy To Resolve Opioid Liabilities
Apple launches online store on Chinese social media platform WeChat - report
Meta's Threads may bring 5% revenue upside as it grows to Twitter size: Evercore
BP reaches $10.75M settlement in U.S. gas market manipulation case
Payoneer Global plans to lay off 9% of headcount
Fortinet, Check Point, CrowdStrike have 'favorable setups' going into Q2: MS
DraftKings jumps to new 52-week high with investors confident on the profitability timeline
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

Icahn gets loan deal amid short pressure Jul 10, 2023

Carl Icahn reportedly severs personal loans from Icahn Enterprises (IEP). SVB (SIVBQ) sues the FTC to recover $1.9 billion. Automakers, union heading for a tough battle.
You can read a transcript of this episode at SeekingAlpha.
Show Links:
Top 11 technical picks for the second half of 2023
Goldman Sachs sees rays of hope in underperforming health sector
Netflix rises as Morgan Stanley boosts estimates on higher expectations
Charles Schwab riased to Outperform at JMP as cash sorting headwinds abate
Helen of Troy EPS of $1.94 beats by $0.26

Alibaba, Tencent in focus, Ant Group fined Jul 10, 2023

Alibaba (BABA), Tencent (TCEHY) in focus as China unwinds tech crackdown (00:28). New M&A rules likely to delay deals by months, add significant costs (01:46). China's consumer inflation unexpectedly flat in June, producer prices fall further (03:19).
Show links:
Record-breaking U.S. oil production helps thwart Saudi efforts to drive up prices
Goldman Sachs sees rays of hope in underperforming health sector
GridBeyond buys Veritone's energy business
Acumen, BridgeBio, Arcus among BTIG's top healthcare picks for 2H 2023
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

S&P, Nasdaq, Dow's problematic construction; T-Bill rates and yield curve creep Jul 09, 2023

Matthew Tuttle and Rob Isbitts dissect today's stock market and its problematic index construction (1:00), T-Bill rates and yield curve creep (8:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Show links:
The Magnificent Seven Or The Mediocre Seven?
SPY: Recent Gains Distract From Weakening Long-Term Price Trend
S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLG
Replace Some SPY With SHY: 2-Year Treasuries Look Better Than The S&P 500
Forward-Looking Due Diligence
Transcripts available on Seeking Alpha
Wall Street Breakfast on Twitter

Catalyst Watch: CPI, major bank earnings Jul 08, 2023

Catalyst watch for the week of July 9. Seeking Alpha Managing News Editor Kim Khan on what investors can expect from CPI midweek and major bank earnings at the end of the week (01:45) . Hot topics: What key issues will be in focus for the banks? (03:09) U.S. or China, who stands to benefit as new curbs are implemented? (04:16)
Show links:
Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings
Rates Spark: The Burning Question Is Whether Payrolls Agree With The ADP
KBWB: Bullish On Banks Before Earnings Season Begins
KBWB: Stress Test Cleared But Not Out Of The Woods Yet
Yellen visit to China aims to defuse tensions with Beijing
Time is on China's side in the chip war - here's the Jefferies trade
Why Threads Is Great For Meta

June posts rare nonfarm payrolls miss Jul 07, 2023

June payrolls gain misses forecasts for the first time in months. Citi gets bearish on amusement parks. BofA picks its best stocks for growth and value.
Show links:
BTIG unveils top picks for rest of '23: D.R. Horton, CrowdStrike, DraftKings among names
Dividend Roundup: Unilever, PNC Financial, Oracle, AbbVie, and more
Apple said to tread carefully with Vision Pro, have appointment-only launch
Humana cut to Neutral at J.P. Morgan on near-term uncertainty

Canada increases subsidies for Stellantis battery plant Jul 07, 2023

Canada to subsidize Stellantis (STLA) battery plant with up to C$15B in incentives (00:32). Will June nonfarm payrolls cool enough for Fed's liking? (01:53) PDD Holdings (PDD) sinks even as popular Temu shopping app expands abroad (03:02).
Show links:
Twitter threatens to sue Meta Platforms over Threads launch
Mallinckrodt delays $200M settlement payment again as it mulls bankruptcy
Biogen, Eisai win full FDA approval for Alzheimer's drug Leqembi
Sandal maker Birkenstock looking at potential U.S. IPO - report
Tesla sacks some battery workers at Shanghai factory - report
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

Jobs market still humming Jul 06, 2023

A raft of data shows persistent labor market tightness. Yields jump as market prices in 90% chance of a Fed hike. Microsoft (MSFT) in pole position to reach $3 trillion next.
Show links:
Paycom, Chipotle highlight Goldman's Rule of 10 stock screens
As China slowdown continues, here are the U.S. stocks with the most exposure
Job openings fall more than expected in May JOLTS report, quits rate ticks up
Job cuts drop 49% in June to 40.7K: Challenger Job Cuts Report
Initial jobless claims renew climb in past week
Copper extends drop as hawkish Fed, China woes hit sentiment

OPEC will do ‘whatever necessary’ Jul 06, 2023

Oil bounces to two-week high as Saudi says OPEC will do 'whatever necessary.' (00:29) PHINIA (PHIN) swings higher on first day of trading (01:19). Instagram (META) launches 'Twitter killer' Threads text app (01:37).
Show links:
BuzzFeed seeking $150M for Complex Networks - report
Vietnam in talks with Exxon on supply for planned LNG-fired power plants
Pinterest, Amazon partnership is live 'earlier than expected', says RBC
NY Fed's John Williams says he 110% supports June's hawkish pause
Google alleges India's antitrust agency protecting Amazon in Android case - report
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

China ramps up chip war Jul 05, 2023

China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgraded ahead of earnings. Mobile apps see mostly strong global download data.
Show links:
Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May

Instagram’s Threads Jul 05, 2023

Instagram (META) puts Twitter rival app Threads on App Store with launch imminent (00:29). Illumina (ILMN) faces record European Union fine over Grail deal next week - report (01:42). GTCR in advanced talks to buy Fidelity National Information Services (FIS) Worldpay stake for as much as $20B - report (02:24).
Show links:
Microsoft likely to face antitrust investigation from EU over Teams practices
Paycom, Chipotle highlight Goldman's Rule of 10 stock screens
Best and worst performing healthcare IPOs of 2023, so far
Yahoo eyes comeback to public markets - report
Spotlight on Nathan's Famous stock after Hot Dog Eating Contest
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

Electric vehicles dominate shortened trading day Jul 03, 2023

EV makers rallied as deliveries showed better-than-expected demand. Stocks finished slightly higher ahead of holiday. Musk vs. Zuckerberg in August?
Show links:
Netflix, Disney, Datadog among BofA's 10 best ideas for Q3
Did the S&P rally last week jinx market gains for the second half of 2023?
Mattel defends Barbie trademark in legal battle with Burberry
ISM Manufacturing for June slips to three-year low of 46
AstraZeneca reports mixed Phase 3 data for lung cancer drug
Construction spending +0.9% in May
U.S. PMI manufacturing stays at contraction level

Poor air quality, potential stock ideas Jul 03, 2023

As northeast U.S. air quality suffers from wildfires, some potential stock ideas (FIXT). (00:28) Tesla (TSLA) confirms new record deliveries, beats expectations (01:55). Twitter fixes limit on tweets users can read per day (03:21).
Show links:
General Motors acquires battery software startup Algolion for early battery defect detection
UBS aims to skip $10B backstop from Swiss govt for Credit Suisse deal - report
Gilead, Teva acquitted in pay for delay generic HIV drugs case
Apple slashes Vision Pro targets amid production woes- report
Macau casino revenue in June misses estimates and dips sequentially
NIO reports June delivery of 10,707 vehicles
Catalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

Will REITs stand up to a recession? Brad Thomas with Kirk Spano Jul 02, 2023

Brad Thomas joins Kirk Spano to discuss using REITs as insulation and income generation during a potential recession (0:50), and concerns around the sun belt region, primarily Florida (6:55). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Subscribe for free trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha.
Show links:
UnitedHealth Is The Perfect Buffett-Style Ultra SWAN For This Recession
My Oh My, 3 Strong Buys (The 4th Of July Weekend Edition)
Transcripts available on Seeking Alpha
Wall Street Breakfast on Twitter

Catalyst Watch: Heat waves and the economy Jul 01, 2023

Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devices (AMD) and Taiwan Semi (TSM)? (01:20) Also, what impact does a heat wave have on the economy? (03:54)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Texas power demand surges to new all-time high amid heat wave
U.S. GDP growth revised up to 2.0% in third estimate, exceeding consensus
Micron leads chips lower as investors fret about recovery
Nvidia: Potential AI Chip Rules May Impact Investment Case
How do you value a chip stock like Nvidia?
Nvidia leads chips higher as sector looks to end the week on solid ground
Nvidia could see notable impact to revenue on new AI chip curb: analysts (update)
Chip war heats up as U.S. said to mull new curbs on exports to China

Cool inflation boosts stocks Jun 30, 2023

The Fed's favorite inflation measure shows easing prices. Tesla (TSLA) expected to report record deliveries. How much does a Manhattan apartment cost to rent?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Personal spending slows in May, income rises, inflation cools
Tesla could report record Q2 deliveries
Apple surpasses $3T
Netherlands, U.S. eye new curbs on chipmaking gear sales to China
Nike swings lower after setting cautious guidance

FTC hearing to block Microsoft, Activision deal concludes Jun 30, 2023

FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energy drinks M&A: Monster Beverage (MNST) closes in on deal for rival Bang (01:45). Biden administration develops 'safety net' for student loan payments restart (02:39).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Foxconn to invest $246M in Vietnam to set up 2 factories - report
Apple continues march towards $3T, Citi praises gross margins
FedNow to launch late July with early adopters JPMorgan, Wells Fargo, others
Root Inc. tumbles after saying it hasn't received actionable offer
Nike records margin beat, strong sales tally in China for FQ4
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Amazon antitrust suit gets nearer Jun 29, 2023

Amazon (AMZN) could face an FTC antitrust suit in the coming weeks. Banks pass stress tests. Morgan Stanley shakes up its global dividend portfolio.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Morgan Stanley shakes up its global dividend portfolio
FTC antitrust lawsuit against Amazon expected in coming weeks
All 23 banks pass Federal Reserve's stress test on capital levels
U.S. GDP growth revised up to 2.0% in third estimate
Warren Buffett's Berkshire Hathaway boosts Occidental stake to 25%
Aspartame to be declared a possible carcinogen by WHO arm

Micron Technology loss beats estimates Jun 29, 2023

Micron Technology (MU) pops as Q3 loss beats estimates (00:23). TuSimple (TSP) to weigh options for U.S. business (01:49). Visa (V) to buy payment and banking platform Pismo for $1B in cash (02:27).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Morgan Stanley shakes up its global dividend portfolio
All 23 banks pass Federal Reserve's stress test on capital levels
Google, Salesforce-backed AI startup Typeface sees $1B valuation after $100M funding round
Judge in FTC suit to block Activision deal could rule as soon as next week
Why did Carvana jump? Shorts are getting put to the test
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Getting to grips with Nvidia Jun 28, 2023

Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome Powell hints at rates higher for longer. Citi spies crowded short position stocks.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
How do you value a chip stock like Nvidia?
Citi screens for most crowded short stocks with new model
More policy tightening coming from ECB, Fed, BOE, central bank heads say
General Mills drops after organic sales fall short of expectations
Pinterest pops as Wells Fargo upgrades, citing Amazon deal, 'strong catalyst path'

Unity Software unveils AI marketplace Jun 28, 2023

Unity Software (U) surges as it unveils AI marketplace, Wells Fargo starts coverage (00:27). Nvidia (NVDA), AMD dip as US mulls new AI chip curbs for China - report (01:05). Google (GOOG) (GOOGL) violating its video-ad promises, research suggests (01:49).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Eargo to lay off 32%-42% of workforce, announces CEO exit
German consumer confidence dips more than expected in July
Russia poised to surpass Saudi Arabia as China's top oil supplier
SiriusXM said to close Stitcher podcast app this summer
Newell Brands bounces off its recent 52-week low
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Walgreens drops to basement of the Dow Jun 27, 2023

Walgreens (WBA) slumps on guidance and is now the worst Dow performer for 2023. Durable goods, consumer confidence come in strong. Disney (DIS) gets a vote of strategic confidence from BofA.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Walgreens falls after lowering earnings guidance
Durable goods orders come in surprisingly strong in May
Walt Disney rises as BofA says it's 'confident' in company's strategic path
Alibaba cut to Market Perform at Bernstein
Unity Software rises as it unveils AI marketplace
Snowflake rises as it announces Nvidia partnership for generative AI apps
Philip Morris International is called a top consumer staples stock by Morgan Stanley
Delta Air Lines rallies after setting strong guidance

Lordstown Motors plunges on bankruptcy filing Jun 27, 2023

Lordstown Motors (RIDE) plunges after bankruptcy filing, Foxconn lawsuit. (00:28) Jackson Financial (JXN) says up to 800K customers hit by MOVEit breach (01:30). EU looking at self-preferencing in its probe of Amazon's (AMZN) iRobot (IRB) takeover - report (02:41).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
China's premier says economic growth on track to reach 5% target, to be higher in Q2
DeSantis seeks to dismiss Disney lawsuit, claims immunity
Lilly says patients saw mean weight reduction of 58 lbs on retatrutide
Illumina announces job cuts, to exit San Diego i3 campus
Baidu says Ernie Bot AI model beats ChatGPT on several measures
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Obesity pills show significant weight loss Jun 26, 2023

Novo Nordisk high-dose pills show promise with weight loss in trials. Alphabet (GOOG) (GOOGL) is downgraded by UBS. Dan Ives gives his bullish view on three tech stocks.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Pills for obesity: Novo Nordisk records success in late-stage trials
Alphabet slips as UBS downgrades, citing 'limited upside,' monetization worries
Microsoft, AWS, Google may benefit as cloud spending showing 'pockets of upticks'
TV usage drops again in May, but streaming keeps rolling
Tesla is downgraded at Goldman Sachs as Wall Street continues to dial up caution on the EV stock
Carnival Non-GAAP EPS of -$0.31 beats by $0.02, revenue of $4.9B beats by $130M

Chaos in Russia Jun 26, 2023

Putin vs. Wagner: What does chaos in Russia mean for the markets? (00:24) IBM (IBM) nears $5B acquisition of software provider Apptio - report (01:29). Wolfspeed (WOLF) to get $2B in debt funding from Apollo-led group - reports (01:57).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
E-cigarette sales increased by nearly 50% between 2020 and 2022
Apple expands self service repair to include iPhone 14 line, Macs
Oregon county sues Big Oil companies for $51B over role in 2021 heat dome
Looking ahead to 2023's back half for investing opportunities
OPEC sees global oil demand growing 23% by 2045 - report
Consumer stocks are in the spotlight with student loan repayments and food disinflation in the mix
Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Catalyst Watch: Musk vs Zuck, last man standing Jun 24, 2023

Catalyst watch for the week of June 25. Seeking Alpha Managing News Editor Kim Khan says the inflation gauge to look out for next week is the PCE price index (00:27). He also gives investors a preview of Nike (NKE) earnings (02:22). Hot topic: Cage match between Elon Musk and Mark Zuckerberg, who wins? Musk, Zuck or investors? (04:17)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Elon Musk may have cage match with Mark Zuckerberg in battle of tech CEOs
Nike inventory issues likely to drag on earnings - Morgan Stanley
Will Sticky Core PCE Inflation Ease In Months Ahead?
China Sales Slowdown Jeopardizing Nike's Long-Term Guidance
Meta Platforms: Last Man Standing
Nike runs back into Macy's stores as it rekindles wholesaler relationships

More companies get in on CHIPs Act funds Jun 23, 2023

More companies are now eligible to get funds from the CHIPs Act. Deutsche Bank is unimpressed with the C3.ai (AI) investor day. Goldman taps top stocks for return on equity.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Goldman adds 25 new stocks with growth potential to its ROE basket
Chip equipment makers, chemical companies, others now eligible for CHIPs Act funds
C3.ai slumps 8% as Deutsche Bank reiterates sell after investor meeting
Apple, Google, other tech CEOs to meet with Biden to discuss AI, manufacturing

Microsoft battles FTC in court Jun 23, 2023

Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps for another round of layoffs - report (01:55). Virgin Galactic Holdings (SPCE) files to sell another $400M worth of stock (02:38).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
J&J talc bankruptcy unit to establish $750M trust fund with insurers
Ouster announces layoffs, reaffirms second-quarter revenue outlook
Amazon pops as Loop Capital says AWS slowdown likely to 'bottom' soon
3M to pay up to $10.3B in PFAS water pollution settlement
Warner Bros. Discovery in talks for $500M sale of half of music publishing assets
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Copper prices popping Jun 22, 2023

Copper prices hit a seven-week high as inventories fall. Tesla (TSLA) gets a downgrade from Morgan Stanley. A Musk and Zuckerberg cage fight?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bank of England surprises with half-point hike to 5%
AMC dips, APEs rise as special master supports conversion-plan settlement
Copper climbs to highest since May as LME stockpiles plunge
Tesla loses bull rating at Morgan Stanley with AI premium seen at risk
Elon Musk may have cage match with Mark Zuckerberg in battle of tech CEOs
Darden Restaurants falls after same-restaurant sales trail estimates

Cell-based meat gains U.S. approval Jun 22, 2023

Cell-based meat is approved in the U.S. for the first time (TSN).(00:24) Car insurer Root (ROOT) jumps on report of takeover offer (01:20). Fed's Jerome Powell says more 'moderate pace' of rate hikes may 'make sense' (01:54).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Apple rolls out developer tools to create apps for its Vision Pro headset
Crypto exchange FTX already faces $200M in bankruptcy fees
Applied Optoelectronics inks supply deal with Microsoft
Toyota introduces next-gen minivans in Japan
Netflix's $2.5B South Korean investment to include grooming local talent - report
Intel to restructure manufacturing business
BlackRock's ETF Filing Could Be Good For The Grayscale Bitcoin Trust
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Inflation still a big battle Jun 21, 2023

Fed Chairman Jerome Powell kicks off his Washington testimony saying there is a long way to go on inflation. Barclays cuts its rating on Tesla (TSLA) but admits it may be a gamble. Amazon (AMZN) details Prime Day deals.
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Federal Reserve Chair Powell to repeat expectation that rates will rise more this year
Amazon sets Prime Day for July 11-12 in big test of consumer discretionary spending
Tesla is downgraded at Barclays ahead of Q2 earnings
Ant Group developing own AI large language model
Wall Street rally further cools as Nasdaq, S&P, Dow under pressure after Powell testimony

Powell faces questions on Capitol Hill Jun 21, 2023

S&P, Dow, Nasdaq futures tread water ahead of Fed Powell's testimony.(00:24) FedEx (FDX) falls after revenue miss, weak profit guidance; UPS (UPS) slips as well (01:22). Advanced Micro Devices (AMD) to invest up to $135M to expand operations in Ireland (02:03).
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
More big wins for Tesla: Charging standards and EV subsidies
Simulations Plus acquires Immunetrics to expand into immunology and oncology
Paramount sale of BET may be in doubt as asking price too high - report
YouTube's 1st official shopping channel to launch in South Korea - report
HBO reportedly in talks to license shows to rival Netflix
Mastercard rolls out global recycling plan for debit, credit cards - report
AMD: Late To 2023 Design Wins (Rating Downgrade)
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Alibaba announces new leadership Jun 20, 2023

Alibaba Group (BABA) Announces Chairman and CEO Succession Plan (00:25). Biden sees progress in U.S.-China ties after Blinken meets Xi Jinping (00:53). New York Stock Exchange President sees Cava (CAVA) debut ending drought of IPOs (01:40).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Intel's €30B investment to be single largest FDI in German history
IBM and Adobe collaborate to provide a content supply chain solution using generative AI
Airbus receives record order for 500 planes from India's IndiGo
NAHB homebuilder sentiment index in positive after 11 months
Teleperformance gets new executive chief
Avanos agrees to acquire Toronto-based Diros Technology
Managed care stock sell-off could be a buying opportunity, says Wells Fargo
Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Catalyst Watch: FedEx earnings, sports teams takeovers Jun 17, 2023

Catalyst watch for the week of June 18. Seeking Alpha Managing News Editor Kim Khan gives investors a wrapup of the FOMC meeting. (00:28) Seeking Alpha Associate News Editor Kevin Curran previews what to expect when FedEx Corporation (FDX) reports earnings. (03:10) Hot topic: PGA Tour, LIV Golf and Manchester United (MANU) have something in common (06:04). What is it?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
FedEx Q4 2023 earnings on deck, what to expect
FedEx Earnings Preview: Comps Get Much Easier In 2nd Half Of Calendar '23
Justice Dept. probing PGA Tour planned merger with LIV Golf - report
Manchester United gains amid report Qatari bidder negotiating exclusivity (update)
'Nearly all' Fed policymakers see more hikes appropriate this year: Jerome Powell press conference

Virgin Galactic soars Jun 16, 2023

Virgin Galactic (SPCE) targets late June for official launch of commercial service (00:32). Squarespace (SQSP) takes off on deal to buy assets of Google's (GOOG) (GOOGL) domains business (02:15). Intel (INTC) said to be close to deal worth $10.8B in subsidies for German chip plant (01:29).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Adobe rises as it boosts fiscal earnings, revenue outlook after strong Q2
BlackRock files for bitcoin ETF; Coinbase as custodian
GameStop's Ryan Cohen blasts management that only 'rest and vest'
Enovix hits Q2 milestone early, producing 18K battery cells
VMware/Broadcom deal spread narrows amid report on China antitrust review
Cava trades with a higher market cap than Wendy's, Shake Shack and Papa John's after strong IPO debut
Uber ends taxi service in Israel, cuts food delivery in Italy
Virgin Galactic: Successful Test Flight Does Not Mean Share Price Will Take Off

Fed holds steady Jun 15, 2023

Federal Reserve holds interest rate steady in June, skipping a hike (00:28). Music publishers (SONY) (WMG) sue Twitter over alleged copyright infringement (02:57). TrueCar (TRUE) rallies after announcing major restructuring, CEO change (03:34).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
What does Fed’s hawkish pause mean for cryptos? SA analysts weigh in
Fed Special: Rates Held, Powell's Tell And Market Impact With Chaim Siegel
Cava shares price at $22 each, resulting in ~$318M proceeds (updated)
Berkshire Hathaway utility must pay punitive damages for 2020 fires, jury says
TrueCar rallies after announcing major restructuring, CEO change
FedEx launches electric delivery vehicles in Canada through GM's BrightDrop
Estee Lauder stock rises as company teases anti-aging research
Unilever agrees to acquire Colorado-based frozen yogurt brand Yasso
FAA requires new planes to have second barrier to protect airline pilots
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings

Fed special: Rates held, Powell’s tell and market impact with Chaim Siegel Jun 14, 2023

Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wednesday’s Fed decision. What the hawkish pause means for the equity rally, why the market is skeptical about Jay Powell’s rate cut pronouncement, how jobless claims remain crucial and more.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show notes:
Subscribe to Chaim Siegel's Fed Trader
Fed holds rates steady
Two hikes penciled into dot plot
Powell press conference highlights

Fed expected to skip June hike, then what? Jun 14, 2023

Federal Reserve expected to skip June rate hike, but then what (00:40)? Google (GOOG) (GOOGL) delays European start of Bard AI chatbot over privacy concerns - report (01:57). Bud Light (BUD) no longer top-selling beer in U.S. as boycott dents sales - report (02:27).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Nvidia crosses $1T market cap powered by the rise of AI
Netflix to debut first pop-up restaurant in LA
Anheuser-Busch InBev SA/NV: The Damage Looks Permanent
Stellantis recalls over 300,000 vehicles over coil installation issue
Crude oil rallies on China stimulus, raising hopes for stronger energy demand
Deeper Dive: Investor exodus from ESG investing
Starwood Capital considers selling more than 2,000 single-family rental homes - report
Atlantic Equities moves to sidelines on PayPal amid competition concerns
US judge temporarily blocks Microsoft from completing Activision deal
Disney delays `Avatar,' `Star Wars,' Marvel movies
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings

May CPI on tap Jun 13, 2023

CPI will give Federal Reserve new data on fight against inflation (00:28). Alphabet (GOOGL) (GOOG) to be slapped with ‘massive’ EU antitrust penalty - report (01:45). FTC files for injunction to block Microsoft (MSFT) acquisition of Activision (ATVI).(02:20)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
China mulls stimulus measures to boost economy, central bank cuts key policy rate
Apple cut to Neutral at UBS on softer iPhone and services growth in H2
Cineplex says QTD box office revenues at about 88% of same period pre-pandemic
U.S. federal budget deficit comes in wider than expected in May
Intel in talks to be anchor investor in chip designer Arm - report
Oracle rises to all-time high as cloud growth aids earnings beat
Chegg announces workforce reduction amid AI-driven strategy shift
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings

U.S. credit card debt nears the $1T mark Jun 12, 2023

U.S. credit card debt nears the $1T mark: Is there a reason to worry (00:27)? Nio (NIO) cuts prices for all models, ends free battery swapping - report (01:40). UBS (UBS) closes Credit Suisse (CS) takeover, reportedly sets strict curbs for staff (02:38).
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wall Street Breakfast Survey
Federal Reserve poised to skip a hike, but don't call it a pivot or a pause
OPEC output cuts will lift crude oil into the $90s this year, Goldman says
Alzheimer’s disease market expected to reach $14B globally in 2030
Glencore approaches Teck Resources over deal for coal business - WSJ
JetBlue, American try to rework Northeast Alliance after court block
Is the regional bank stock rout overdone? Insiders seem to think so
Catalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings
Despite Fed Tightening And Bank Collapses, It's Still An Astoundingly Loose Financial Situation

Fed hikes, quantitative tightening and international price action with Mike Zaccardi Jun 11, 2023

Mike Zaccardi, CFA, CMT joins James Foord for a discussion around the Fed funds market (0:30), whether we'll achieve a soft landing (2:35), and why investors should consider having an allocation towards non-U.S. stocks (18:45). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Follow Mike Zaccardi, CFA, CMT
Subscribe to James Foord's The Pragmatic Investor

Catalyst Watch: AI, 'Winner-Take-More' Game? Jun 10, 2023

Catalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his favorite week, Fed week. He tells us how the markets will react once CPI is released (00:37). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Oracle Corporation (ORCL) reports earnings. (05:04) Oracle leads to another hot topic, AI. Will there be a hotter buzz word in 2023 and which companies will really reap the benefits?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Oracle Corporation (ORCL)
Wall Street Breakfast: Smoke Alarm
Wildfires, smoke and air quality bring up the climate ETF discussion
AI looking like a 'winner-take-more' game - Goldman
Australia central bank unexpectedly hikes rates by 25 bps, more tightening likely Bank of Canada hikes rate by quarter point, resuming tighter policy
Oracle takes another AI step with Cerner-FDA partnership

Trump SPAC DWAC on Watch Following Indictment Jun 09, 2023

Trump SPAC DWAC on watch after indictment in classified documents case (00:27). EVs made by General Motors (GM) will be able to use Tesla's (TSLA) Supercharger network (01:26). Sientra (SIEN) rockets ~75% after hours on FDA approval for tissue expander (02:40).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Meta plans launch of Twitter rival via Instagram - report
Roku names former Amazon media leader to board
TD Bank to build on its strength in U.S. core deposits, CFO says
U.S. household net worth rose in Q1 as equities value offset real estate's dip
DocuSign jumps 14% on double-digit revenue gain, boosted cash flows
Gold recoups losses as dollar, yields drop after jobless claims data
Certara slips as CFO cites negative outlook
Edgio to cut 12% of its workforce to reduce cost

GameStop Slides on C-Suite Shakeup Jun 08, 2023

Wildfires, smoke and air quality bring up the climate ETF discussion (00:35). GameStop (GME) slides after firing CEO, elevating Ryan Cohen to chairman slot (01:39). Affirm Holdings (AFRM) surges after Amazon Pay (AMZN) adds its Adaptive Checkout (04:55).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Banks may be pressured by weakening commercial property market, Yellen warns
Stocks with top pricing power across all sectors
Nasdaq posts worst day in over a month as tech rally loses steam; Dow, S&P end mixed
Floor & Decor unit acquires flooring and installation supplies distributor
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display

SEC Versus Coinbase, Binance Jun 07, 2023

SEC versus crypto: Regulatory clarity or confusion? (00:55) Apple (AAPL) reportedly acquired AR start-up Mira as it pushes new headset vision (02:44). NYC sues Hyundai (HYMTF), Kia (KIMTF) for negligence as car thefts escalate (05:12).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
SEC sues Coinbase (COIN) for operating as unregistered broker; COIN slumps.
Shopify stock jumps after sale of logistics business
JOANN nosedives to all-time low after weak Q1 results
TC Energy latest Canadian oil and gas company to lay off staff - Reuters
Nasdaq, S&P, Dow eke out gains, helped by regional banks; SEC sues Coinbase
Wednesday's economic calendar
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display

Atlas Lithium Slapped with Securities Fraud Lawsuit Jun 06, 2023

Atlas Lithium (ATLX) slapped with securities fraud lawsuit (05:04). Apple (AAPL) unveils $3,500 AR/VR headset, biggest product launch in nearly a decade (02:01). Taiwan Semi (TSM) reportedly eyes 3-6% price hikes for 2024 (06:36).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Student loan consumers likely to defer buying soft goods as debt repayment resumes - UBS
Target is downgraded at KeyBanc due to massive student loan repayment headwind
Hey Siri, Give Us A Hint: Here's What We Expect From Apple's WWDC23
Buybuy Baby in sale talks with owner of Janie and Jack brand
Nasdaq, S&P, Dow close in the red, weighed down by fall in Apple after its headset reveal
Mobileye announces secondary stock offering by Intel unit
Twitter U.S. advertising sales sink 59% - report
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display

Apple WWDC 2023 Preview Jun 05, 2023

Apple (AAPL) WWDC 2023 preview: Mixed reality headset likely to be the star (00:55). Saudis to cut another 1M bbl/day while OPEC+ extends reductions into 2024 (02:18). Novo Nordisk (NVO) in talks to acquire French medical device maker Biocorp (03:05).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Stronger capital rules may be coming for the largest U.S. banks
Sony CEO downplays risk of cloud gaming on console market - FT
Mallinckrodt to consider filing for bankruptcy again - WSJ
Stratasys likely to reject 3D Systems takeover offer - analyst
Novo Nordisk: Dominating In Diabetes And Obesity
Dow notches best day since early Jan., Nasdaq, S&P rip after debt limit vote, jobs report
Monday's economic calendar
Restaurant chain Cava set to start IPO roadshow this week - report
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display
UBS expects to close Credit Suisse acquisition next week

The Default Saga Ends Jun 02, 2023

U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and clues about rates and recession and the S&P 500 hits a 9-month high.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
U.S. Senate passes debt ceiling bill, averting first-ever U.S. default
Will the May nonfarm payroll report signal recession or sustainable growth?
Nasdaq ends +1%, S&P, Dow also gain on hopes for rate hike pause at June Fed meet

Liquidity Squeeze Jun 01, 2023

lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news from California and is the AI boom starting to show cracks?
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Debt-limit increase passes easily in House vote
Debt Limit Drama Part 2: The next chapter could slam stocks and GDP
Meta threatens to pull news in California over publisher compensation
Sizing up the AI playing field: All stocks may not be equal

AI Extinction-Level Threat May 31, 2023

AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill clears another hurdle as a floor vote nears and Twitter is worth just a third of what Elon Musk paid, Fidelity says.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
OpenAI CEO, others write letter that AI risk is on par with pandemic, nuclear war
Debt ceiling deal heads to House vote after passing initial hurdle
Twitter worth one-third of what Elon Musk paid for it, Fidelity says

Debt Deal Heads To Vote May 30, 2023

The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the tail risk of default almost gone and Salesforce (CRM) is expected to join the AI bandwagon as it reports results this week.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Debt ceiling deal: What's in the bill as the fight moves to Congress
Nasdaq leads S&P and Dow futures, yields slip after debt limit agreement
Salesforce likely to show 'increased deal stability' in Q1, Wedbush says

Bank Tightening, Commercial Real Estate And Natural Gas Demand May 28, 2023

Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:10) commercial real estate market's problematic loans coming due (4:00) and big themes for energy (6:30). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:

Subscribe to Kirk Spano's Margin of Safety Investing
Subscribe to CashFlow Hunter's Catalyst Hedge Investing
Seeking Alpha Premium and PRO

Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin May 26, 2023

Julian Lin discusses the tech sector, macro headwinds and recent earnings.
(0:30) - Tech's powerful recovery
(2:34) - Nvidia and how AI may impact tech as a whole
(5:30) - AI stocks' rich valuations, but don't short
(9:00) - Snowflake's slowdown not hard to understand
(14:30) - Macro environment means companies having to rationalize costs.
Our Links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Julian Lin on Seeking Alpha
Best Of Breed Growth Stocks
Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins

The Few, The Tech, The Stock Leaders May 26, 2023

Stock market leadership continues to narrow, the framework for a debt limit deal could be in place and the war of words between Carl Icahn and Bill Ackman heats up.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Nasdaq, S&P rise as Nvidia outlook stuns traders; Dow in red for 5th day in a row
Debt ceiling likely to be raised, spending to be capped for two years
Icahn Enterprises tumbles 14% amid salvo from Bill Ackman

U.S. AAA Credit Rating on Negative Watch May 25, 2023

Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on strong results, Fed minutes show members split on more hikes.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Fitch places U.S.'s 'AAA" rating on watch negative
Nvidia earnings trigger AI stock rally - will the gains hold?
Federal Reserve officials see downside risks to growth, upside risks to unemployment: FOMC minutes

Retailers Call Out Organized Theft Hitting Profits May 24, 2023

The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Executives call out rising retail theft hitting profits
Shrinkage Crisis: Target's Financial Battle Against Organized Retail Crime
Target issues soft earnings forecast due to inventory, retail theft impacts

America's AI Strategy May 24, 2023

White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
The White House is looking to develop a national AI strategy
Ford recalls over 175,000 vehicles due to seatbelt issue
Abbott, other baby-formula makers see FTC probe over collusion - report

Microvast Plunges on Canceled Grant Report May 23, 2023

Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Plug Power scores three deals to supply electrolyzers in Europe
Dollar Tree: Higher Store Traffic Levels Is One Potential Catalyst
Farfetch extends post-earnings rally to +36% with U.S. and China businesses clicking
Biden, McCarthy end meeting with no debt-ceiling deal, negotiations will continue
Nasdaq, S&P, Dow end mixed with eyes on debt ceiling talks
T uesday's economic calendar

Ford's Capital Markets Day With David Alton Clark - Bullishness Intact May 22, 2023

Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.

(0:13) - Ford's (F) Capital Markets Day - bullishness intact
(4:00) - Glad Ford didn't raise guidance in last earnings call
(5:20) - Jim Farley as CEO - Why David loves him
(7:10) - Ford competitors: Tesla, GM and BYD
(9:30) - What would turn David bearish on Ford?

Show Notes:
Subscribe to David Alton Clark's The Winter Warrior Investor
Follow David Alton Clark on Seeking Alpha
Investing Expert episodes with transcripts

Micron Drops in War Over Silicon May 22, 2023

Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wall Street Breakfast Survey
Farfetch Q1 Earnings: Back To Growth Mode
Exxon bought lithium drilling rights in Arkansas - WSJ
Applied Materials, Lowe's added to Jefferies franchise picks list
Volvo bags record order for 1000 electric trucks for Holcim
Debt ceiling crisis: Biden and McCarthy set to meet on Monday
Mediterranean restaurant chain CAVA files for $100M IPO
Nasdaq, S&P, Dow close in the red on debt ceiling standoff concerns, slide in bank stocks
Broadcom acquisition of VMware end date extended until Aug. 26
Monday's Economic calendar

Fed Pause, Mid-Cycle Slowdown And Banks' Liquidity Crisis With James Foord And Lawrence Fuller May 21, 2023

The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:

Subscribe to The Pragmatic Investor
Subscribe to The Portfolio Architect
Investing Experts with Transcripts
Seeking Alpha Premium and PRO
The Pragmatic Investor Podcast

Catalyst Watch: Jobless Claims Review, Lowe’s Earnings Preview May 20, 2023

Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Lowe’s Companies, Inc.
The Home Depot, Inc.
Initial jobless claims drop more than expected
Fraud makes Thursday's jobless claims numbers 'literally unbelievable'
Applied Materials, Lowe's added to Jefferies franchise picks list
Tesla meeting: Elon Musk talks rough economy, advertising and new models
Elon Musk is still bound to have Tesla tweets approved by a company attorney

Disney Dumps $1B Florida Project May 19, 2023

Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Leading Indicators slip as expected in April, signaling recession by mid-2023
Veteran focused fixed income ETF is filed with the SEC
Four Corners Property: Buy The Dip On This Restaurant REIT
Sony eyeing partial spinout of financial services group
Friday's Economic Calendar

TikTok Ban in Montana May 18, 2023

Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence Fuller
PayPal exploring sale of Xoom - report
Snowflake: The AI Opportunity Theranos 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

VivoPower Rises on Distribution Deal May 17, 2023

Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Macro Quarterly Update Q2 2023 With Eric Basmajian
ZoomInfo gains amid activist investor speculation with 13F filing
ZoomInfo: Too Expensive To Consider Now
IRS to roll out pilot program for free tax filing option in 2024
Wednesday's Economic Calendar

13F Filings: Berkshire Takes New Stakes in COF, DEO May 16, 2023

Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Point amasses new stakes in Alphabet, Micron, AMD, Alibaba (01:42). Rumble buys podcasting and live streaming company CallIn (08:02).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wall Street Breakfast Survey Relief 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

Vice Files Chapter 11 May 15, 2023

Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan Midstream Partners (MMP) in a deal valued at $18.8B (05:35). Athenex (ATNX) falls 52% after bankruptcy filing (07:05).
Our links:
Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
CVS is said to shut down clinical trial business
American innovator, Austin Russell to acquire majority stake in Forbes
Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earnings
Target earnings are coming - the bottom line is investors are nervous
Netflix reportedly eyeing $300M cut to costs amid ongoing profit focus
ETFs to Watch: Earnings due out from Home Depot, Cisco, Walmart and Deere
Activist Engaged Capital to start proxy battle with Shake Shack - WSJ

Inflation Metrics, Yield Curve Reliability And Staying Defensive With Eric Basmajian May 14, 2023

Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Follow Eric Basmajian
Subscribe to EPB Macro Research
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO

The Week Ahead: AI Concerns & Space Opportunities May 14, 2023

U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest growing website on the planet. Walmart (WMT) and Home Depot (HD) earnings reports are in, as the economic calendar is heavy on the retail sector this week. And, the sky is NOT the limit for investors, with big opportunities in the space industry.
Our links:
Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch

Catalyst Watch

Quick Dividend Stock Picks

Home Depot Earnings Preview
Walmart Earnings Preview

Retail Sales, Walmart Earnings Preview May 13, 2023

Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for retail sales, new home sales and existing home sales reports next week (00:33). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Walmart (WMT) reports earnings (03:45). Hot topic: CPI, is the Fed’s plan working? (04:46)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earnings
CPI rises 0.4% in April, but eases Y/Y, supporting Fed pause scenario
Used auto prices rebound in latest CPI print
Dividend Corner: Is Walmart a good dividend stock pick amid recessionary fears?
Famed investor Stan Druckenmiller sees hard landing coming (update)
Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco, and more

Musk Announces New Chief Twit, Tesla Rises May 12, 2023

Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock resumes drop after pledging more collateral to discount window (05:03) . J&J (JNJ) talc victim group seeking $30B in fraudulent conveyance complaint (04:07).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Peloton Interactive spins lower after recalling 2.2M exercise bikes due to seat hazard
Peloton Is Ready For A New Look; Its Stock Is Not
President Biden's debt-limit meeting with Congress leaders postponed
U.S. judge strikes down federal law banning under 21s from buying handguns

Polar Power Soars May 11, 2023

Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Polar Power (POLA) now taking pre-orders for a new line of mobile EV chargers, stock jumps 52%. (02:29) Shockwave Medical (SWAV) ticks higher amid takeover speculation (07:19).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Apple's Tap to Pay feature said to face fresh EU antitrust scrutiny
Bitcoin: A New War Is Beginning
Disney: Fiscal Q2 Earnings Miss And Subscriber Decline
ACI Worldwide potential buyer still working on takeover - report

April CPI Report Due May 10, 2023

April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to cut 25% of workforce across entertainment divisions (08:03). Rocket Lab (RKLB) to launch four Starling satellites for NASA from New Zealand in Q3 (04:40).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Famed investor Stan Druckenmiller sees hard landing coming (update)
MVB Financial says Integrated Financial acquisition terminated
'Everything app:' Twitter launches new features, Carlson gives lift to content creators
Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks
Michael Kramer: Reading the Markets Investing Group on Seeking Alpha

Palantir Technologies Stock Soars May 09, 2023

Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as company ramps up efforts against stock manipulation (05:15).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Palantir Earnings: SBC Slowdown And Real GAAP Profits
Yellen said to be reaching out to CEOs about U.S. debt ceiling
Tesla breaks ground on lithium refinery in Texas
3D Systems slashes 6% of its corporate workforce in U.S. and Europe
NYT receiving $100M as part of its expanded Google content deal - WSJ
Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

Berkshire Hathaway Reports Q1 Earnings May 08, 2023

'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Berkshire Hathaway (BRK.A) (BRK.B) Q1 operating earnings rise 13%; ratchets up stock buybacks (02:46). What's in store for Lucid (LCID) in Q1? (07:15)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Berkshire Hathaway won't buy control of Occidental Petroleum, Buffett says
Post-Fed the new market buzzword is SLOOS - here's what to know
Catalyst Watch: CPI report, Icahn showdown and Spectrum Brands trial headline big week
Activist Nelson Peltz said to be targeting Estee Lauder - report
Lucid: Buyers Must Be Convinced Of Its Recession Resilience
Take the Wall Street Breakfast Survey

The Week Ahead: Disney Earnings, April Inflation May 07, 2023

Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.
Our links:
Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Catalyst Watch
Disney Earnings Preview

Catalyst Watch: SLOOS, CPI, Disney Earnings Preview May 06, 2023

Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Post-Fed the new market buzzword is SLOOS - here's what to know
U.S. economy adds 253K jobs in April, unemployment drops to 3.4%
Earnings Calendar
The Walt Disney Company: Buckle Up For Big News
Hollywood writers strike for first time since 2007, with streaming in focus
Regional bank fears? Watch this key variable
Entertainment stocks slide with Paramount serving as anchor

Apple Rises on Q2 Results May 05, 2023

Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy?
FDIC set to propose assessment on larger banks to replenish insurance fund - report
J&J spinout Kenvue shares climb 22% following $3.8B upsized IPO (update)
Apple Q2: Another Solid Beat
Apple Fiscal Q2 Earnings: Not Good Enough
What happened during the White House meeting on artificial intelligence?

PacWest Confirms Sale Talks May 04, 2023

Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M deal
Apollo-led group nears acquisition of Arconic for $30 a share - WSJ
J&J talc bankruptcy judge pushes both sides into settlement talks
Icahn Enterprises falls for second day amid short call; Icahn net worth dropped $3B on Tuesday (update)
United Airlines outlines aims to hire 50,000 workers by close of 2025
Mike Fay Investing Group leader of BlockChain Reaction
PacWest Bancorp Plummets On Renewed Solvency Concerns

Fed Decision Day, Then What? May 03, 2023

Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
The Fed Is Set To Tighten The Screws Further On The Economy
CVS Health closes acquisition of Oak Street Health
Revlon emerges from Chapter 11 protection
Biden said to be close to nominating Fed vice chair and governor
White House calls a meeting of tech CEOs for AI safety measures
Is the debt ceiling constitutional and has the U.S. ever defaulted?

Yellen Warns U.S. Could Default on Debt Soon May 02, 2023

U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
FDIC proposes changes to deposit insurance system in wake of bank failures
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Hollywood writers strike for first time since 2007, with streaming in focus

JPMorgan to Acquire First Republic Bank May 01, 2023

First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Iveric Bio: ACP Advances As GATHER Results Continue To Impress
Arm confidentially files for U.S. initial public offering
Nornickel board recommends no dividend for first time since 2009
Will Apple, AMD earnings continue tech's 'so far, so good' results?
Charlie Munger sounds warning on U.S. commercial property market
Catalyst watch: FOMC, Apple earnings, Kenvue IPO and jobs report are on tap

FOMC, Mega-Caps And The VIX With JD Henning And Chaim Siegel Apr 30, 2023

JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
JD Henning's Value & Momentum Breakouts Investing Group
Tracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)
Chaim Siegel's Fed Trader Investing Group
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO

The Week Ahead: Auto Updates & Apple Earnings Apr 30, 2023

Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.
Our links:
Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Earnings Week Ahead
Catalyst Watch
Quick Dividend Stock Picks
Apple’s Q2 Preview
Kenvue IPO Update

Catalyst Watch: FOMC Meeting, Apple Earnings Preview Apr 29, 2023

Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Samsung, Apple lead another weak smartphone quarter
Starbucks traffic on uptrend in 2023, analyses indicate
U.S. Q1 GDP growth of 1.1% slows more than expected
Should the Fed surprise the markets with a strategic pause ?
Meta shares surge as ad sales, outlook show strength

Amazon, Pinterest, Snap Apr 28, 2023

Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as Q1 beats, but Q2 costs ramp higher (03:06). Snap (SNAP) slides 17% as revenue slumps worse than expected (02:20).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Urgent rescue talks for First Republic: Will U.S. government get involved?
First Republic Is Likely The Next Shoe To Drop
Accenture to buy Einr AS, expanding logistics to Nordics
Cannabis stocks jump as bipartisan SAFE banking bill reintroduced
How to avoid having Big Tech dominate your technology portfolio
Cannabis Investing Podcast

Meta Platforms Soars Apr 27, 2023

Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disney (DIS) sues Florida Gov. DeSantis after district clampdown (02:22). Biogen (BIIB) gains as Medicare to cover new Alzheimer’s drug with full FDA approval (08:44).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Tyson Foods to cut hundreds of corporate, senior leadership staff - report
Nasdaq futures pop on Meta; S&P, Dow up as First Republic stabilizes
Mike Fay with BlockChain Reaction

Big Tech: Alphabet, Microsoft Apr 26, 2023

Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedule into summer - report (08:14).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Microsoft said to plan to close Activision deal despite FTC suit - report
Binance.US pulls out of $1B Voyager deal, blames 'hostile' regulatory climate
Carrier to buy Viessman's heating and cooling unit for $13.17B; shares slide
Vera Bradley to cut about 25 corporate positions, appoint new CFO
Investing Experts Podcast
Microsoft Q3 Earnings Review: Solid Report, Valuation Premium Remains Unjustified - Sell by Ahan Vashi

First Republic Stock Slides Apr 25, 2023

First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and Samsung (SSNLF) may join hands to set up EV battery plant in the U.S (05:56). U.S. gasoline prices (UGA) may have hit summer season peak, GasBuddy says (07:39).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
First Republic (FRC) It's official: Biden launches 2024 re-election campaign
CNN ousts morning anchor Don Lemon amid controversies (updated)
Top host Tucker Carlson out at Fox News; Fox stock dips
Carrier declines on report of $10B bid for Germany’s Viessmann
Weight-loss drugmakers push for Medicare coverage
Why did Rumble stock rise today? Tucker Carlson's on the market
U.S. gasoline prices may have hit summer season peak, GasBuddy says
Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debut
Alphabet earnings look: Watching the ad slowdown, layoffs - and AI
General Electric beats Q1 top and bottom line estimates; updates FY23 outlook
General Motors Non-GAAP EPS of $2.21 beats by $0.48, revenue of $39.99B beats by $610M
VZ earnings preview: Eyes on subscriber count
PepsiCo Non-GAAP EPS of $1.50 beats by $0.11, revenue of $17.85B beats by $580M
UPS Non-GAAP EPS of $2.20 misses by $0.01, revenue of $22.9B misses by $80M

Philips Rises, Revenue Beat Apr 24, 2023

Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outflows at Credit Suisse (CS) reached $69B in Q1 and are still going (01:56). Silver Lake to launch $2.42B public takeover offer for Software AG (STWRY) backed by Software AG Foundation (07:20).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Philips: A Massive Upside, I Say 'Buy'
Johnson & Johnson to launch IPO roadshow for consumer health unit – WSJ
Bed Bath & Beyond files for Chapter 11 bankruptcy (update)
Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debut
NBCUniversal CEO Jeff Shell leaves company after 'inappropriate relationship'

Earnings Season, Skewed Growth Figures And Quant Ratings With Steven Cress Apr 23, 2023

Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season (1:20), the overall earnings picture and why we're in for a lot of volatility (8:30), 5 stocks that are Quant Strong Buys (11:30) and, is a recession coming? (16:30) This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Steven Cress on Seeking Alpha
Quant Ratings
Top 5 Stocks For Earnings Season
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO

The Week Ahead: Amazon Earnings & Bitcoin Potential Apr 23, 2023

Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in inflation. Despite recent dips, Bitcoin (BTC-USD) has big potential in the weeks ahead, according to analysts. And, aside from an onslaught of earnings reports, this week there is plenty to keep an eye on in the healthcare sector.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Links:
Stocks to Watch
Catalyst Watch
Quick Dividend Stock Picks
Amazon Earnings Preview
Mario Leads the Box Office
Bitcoin’s Big Potential

Catalyst Watch: Q1 GDP, Amazon Earnings Apr 22, 2023

Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the blackout period starts for the FOMC ahead of the May meeting (00:35). Investors should also look out for Q1 GDP. Seeking Alpha Associate News Editor, Kevin Curran says the earnings calendar is lit with tech giant Amazon (AMZN) and industrial giants like Caterpillar Inc (CAT). (03:49) Hot topic: Will big tech layoffs continue? (06:11)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Amazon earnings next week will include focus on job cuts, macro pressures and chip development

Analysts Weigh AT&T Free Cash Flow Apr 21, 2023

AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34). U Power (UCAR) surges 1,150% intraday in its market debut (04:07). Clorox (CLX) announces job cuts, joining a growing list of layoffs in 2023 (07:37).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Tesla reverses and hikes prices after months of cuts
Cathie Wood puts a $2,000 price target on Tesla for 2027, driven by robotaxis
AT&T: Free Cash Flow Freak Out
T-Mobile US deal for Ryan Reynold's-backed Mint Mobile under DOJ review - report
United Airlines outlines delays for Boeing deliveries
Hasbro reportedly discussing sale of EOne studio back to founder

Tesla Falls, Margin Miss Apr 20, 2023

Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMining (USGO) prices $20M IPO, debuts today.(08:27) Autoliv (ALV) invests in new airbag cushion plant to expand its footprint in Vietnam (03:29).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Tesla, Inc (TSLA) ESPN layoffs reported to start next week
SeatGeek said to file confidentially for IPO - report
Crypto clients are not to blame for Signature Bank collapse, NYDFS head says
Mike Fay with BlockChain Reaction
Catalyst Watch: Earnings season picks up steam, housing data due
Amgen wins appeals court ruling in patent dispute over psoriasis drug Otezla
Amgen Has Long-Term Staying Power

Dominion, Fox News Settle Defamation Case Apr 19, 2023

Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) flags as subscribers beat, but revenue slows in Q1 (02:11).Tesla (TSLA) cuts U.S. prices for sixth time this year ahead of Q1 results (07:08).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Walt Disney set to cut thousands of jobs next week - report
Investing Experts Podcast: Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano
Netflix earnings call: Password crackdown goes global; buybacks to increase
Opendoor makes second round of layoffs as housing slump persists
Meta reportedly ready to move on new round of job cuts
Investing Experts Podcast: Julian Lin's Top Tech Picks
Google reportedly launching its foldable phone in June, pushing Samsung

Bellus Surges After GSK Reaches Deal Apr 18, 2023

Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). Apple (AAPL) opens its first store in India, building out consumer base (03:41). Meet the only electric vehicles that will qualify for the full U.S. tax credit (08:03).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bellus Health: Building Momentum Around CALM, SOOTHE Studies
Apple Card launches 4.15%-yield savings account with Goldman Sachs
Florida's DeSantis ramps more threats against Disney over tax-district scuffle
Court overturns Berkeley's first-in-the-U.S. ban on natural gas
Chevron showcases renewable gas blend as alternative to electric vehicles

Merck Agrees To Acquire Prometheus Apr 17, 2023

Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation trial delayed amid reports of settlement push (01:47). Panasonic (PCRFF) to build its third EV battery plant in the US, Oklahoma this time (09:02).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Merck & Co., Inc. Is Getting Healthier
After Tesla, rival Xpeng to cut costs in China with new vehicle manufacturing platform
Best Buy to cut staff across the country - report
Chia Network, crypto blockchain developer, files confidentially for IPO
Sega Sammy reportedly close to deal for 'Angry Birds' maker Rovio
Teck approached by Vale, Anglo American, Freeport McMoRan to explore deals - report
Catalyst Watch: Earnings season picks up steam, housing data due

Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano Apr 16, 2023

Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), What recent bank earnings mean for the financial sector (4:50), Charles Schwab (SCHW) absorbing TD Ameritrade is a big deal nobody's talking about (8:15), Compelling investments in energy sector (12:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Kirk Spano on Seeking Alpha
Margin of Safety Investing
Dilution And M&A Coming To Banks
How To Avoid Losing Money Through The Volatility
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO

The Week Ahead: Transportation Updates & California Solar Apr 16, 2023

The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.
Tesla (NASDAQ:TSLA) expected to post updates, amid ongoing price wars in the electric vehicle industry. And, California is launching major changes in how solar energy is measured.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4594230-stocks-to-watch-eyes-on-the-health-of-financials-housing-sector
Catalyst Watch:
https://seekingalpha.com/news/3956620-catalyst-watch-earnings-season-picks-up-steam-housing-data-due?hasComeFromMpArticle=false
Earnings Week Ahead:
https://seekingalpha.com/news/3956682-earnings-week-ahead-tesla-att-charles-schwab-netflix-and-more?hasComeFromMpArticle=false
Tesla Expands Price Cuts:
https://seekingalpha.com/news/3956519-tesla-expands-its-price-cut-to-europe-singapore-and-israel
California Solar Energy:
https://seekingalpha.com/news/3956760-california-cuts-home-solar-incentives-but-analyst-sees-installations-staying-strong

Catalyst Watch: Housing Indicators, Tesla Earnings Apr 15, 2023

Catalyst watch for the week of April 16. Seeking Alpha Associate News Editor, Kevin Curran says investors can expect the latest housing indicators in the week ahead (00:37). You should also look out for more on bank earnings as well as earnings from Tesla (TSLA) and Netflix (NFLX). (02:21) Hot topic: Josh Harris is buying the NFL's Washington Commanders for a record $6B (06:24).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Apollo co-founder Harris to buy NFL's Commanders for record $6B - reports
Tesla expands its price cut to Europe, Singapore, and Israel
Tesla to cut prices in Hong Kong by nearly double digit percentages - report
Tesla could continue cutting prices, analysts advise
Tesla cuts prices on all U.S. models

Bank Earnings On Tap Apr 14, 2023

Banks Q1 earnings focus on deposit levels, outlook (00:31). DOJ says Adobe (ADBE) agrees to $3M settlement over kickback allegations (04:44). NY-based menswear brand Bonobos bought by Express (EXPR) and WHP from Walmart (WMT) for $75M (05:30).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Wells Fargo reportedly scheduled to meet OCC staff at end-week
WeWork venture said to default on $240M loan for San Francisco office building
Oracle's NetSuite unit tells employees to return to office
Psychedelic mushroom producer First Person updates IPO terms
DAVIDsTEA to voluntarily delist from Nasdaq after April 14 market close
Apollo co-founder Harris to buy NFL's Commanders for record $6B - reports
Europe creates task force to look into OpenAI's ChatGPT
Express Is Now Basically A Long-Dated Call Option
Express, Inc: A Very Unsafe Bet With A Silver Lining

Consumer Inflation Eases, Core Remains Hot Apr 13, 2023

Consumer inflation eases in March: core CPI rises 5.6% Y/Y, as expected (00:43). SoftBank (SFTBY) sells most of its remaining Alibaba (BABA) stake amid decline in its technology investment, limiting China exposure (02:34). Newly public Alliance Entertainment (AENT) files for Nasdaq uplisting, offering (08:51).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Crude oil jumps after Granholm says U.S. could start to refill reserve this year
Mike Fay, BlockChain Reaction: CleanSpark: Production Growth Is On Track
3M’s healthcare spinoff may not stay in Minnesota, Star Tribune reports
So long, HBO name: WBD goes for 'Max' power in merged streaming service
IBM exploring sale of its weather business - report
Broadcom slips as European agency sends 'statement of objections' over VMware deal
Tesla to cut prices in Hong Kong by nearly double digit percentages - report
US GoldMining updates terms for proposed $20M US IPO

CPI Day Apr 12, 2023

March CPI expected to cool further, but to a level still well above Fed's target (00:48). Wells Fargo (WFC): ‘Expect a 10% correction in the next 3-6 mos.’ (02:21) Emerson Electric (EMR) near deal to acquire National Instruments (NATI) for $60/share- report (07:28).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Investing Experts Podcast with Julian Lin: Top Tech Picks
Twitter is roughly breaking even, says Elon Musk
US banks to bolster reserves after shoring up First Republic - report
Movie screen maker Strong Global downsizes proposed IPO to $8M
Walmart to close four Chicago stores amid mounting losses
Google to drop COVID vaccine rule to enter company buildings
WhatsApp turns on merchant chat payments in Brazil

Alibaba Unveils New AI Product Apr 11, 2023

Alibaba (BABA) unveils new ChatGPT-like service to be integrated across all its products (00:32). Bitcoin (BTC-USD) crosses $30,000 to hit 10-month high as investors increasingly bet on Fed pause (01:18). South Korea bills Google (GOOG) (GOOGL) a $32M fine for blocking rival's video games (03:35).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Global PC shipments fall 29% in Q1, growth expected after 2023
Virgin Orbit gets Nasdaq delisting notice after filing for bankruptcy
Amazon charging fees for UPS returns in cost-cutting move - report
China luxury car importer Cheetah Net files for $12M US IPO
TypTap Insurance, a unit of HCI Group, pulls $100M IPO plans
UnitedHealth expands in primary care with Crystal Run acquisition
UnitedHealth Group: May Seem Overvalued But Significant Upside Still Ahead

New Tesla Factory in Shanghai Apr 10, 2023

Tesla (TSLA) to build new factory in Shanghai for Megapack battery (00:39). Baidu (BIDU) sues Apple (AAPL) and app developers over bogus Ernie bot apps - report (03:38). Emirates Telecom to buy 50% of Uber's (UBER) Careem super app for $400M (04:07).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Sen. Elizabeth Warren, others request DOJ probe of Warner Bros. Discovery deal
Samsung Electronics to cut memory chip output by 'meaningful' level
Premier cancer research event, AACR is starting this week; Here is what to expect
Catalyst Watch: Eyes on inflation data, big bank earnings
The March Jobs Report Is Just Right

The Week Ahead: CPI Report, Tesla Price Cuts Apr 09, 2023

The closely-watched March consumer price index report is due for release. Tesla (NASDAQ:TSLA) cuts prices on all US models. The new Super Mario Bros. (CMCSA) film is looking to hit big on its opening weekend.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.\
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4592955-stocks-to-watch-inflation-data-bank-earnings-on-deck
Catalyst Watch:
https://seekingalpha.com/news/3955188-catalyst-watch-eyes-on-inflation-data-big-bank-earnings?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link
Box Office:
https://seekingalpha.com/news/3955171-game-on-mario-bros-aim-for-125m-at-holiday-box-office?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link
Tesla Price Cuts:
https://seekingalpha.com/news/3955182-tesla-cuts-prices-on-all-us-models

In-Line Payrolls Indicate Fed's One Last Hurrah Apr 07, 2023

The March jobs report (out on a stock market holiday) took some steam out of the weak labor market narrative of the week. Seeking Alpha Director of News Jerry Kronenberg joins Kim Khan to break down the bond and futures action and what this means for a data-dependent Federal Reserve.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Nonfarm payrolls growth cools in March, but unemployment rate tightens to 3.5%

FedEx to Consolidate Operations Apr 06, 2023

FedEx (FDX) to consolidate operations amid cost-savings effort (00:52). Tesla (TSLA) nearly triples total workforce at Austin gigafactory (05:29). Amazon (AMZN) eyes reduced stock awards for employees - report (06:03).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Bed Bath & Beyond stock slumps despite $120M merchandise agreement
Mike Fay: Ethereum Staking With Lido Finance: The Shanghai Catalyst
Tattooed Chef receives noncompliance letter from Nasdaq
Tattooed Chef: 3 Reasons To Avoid This Cash Incinerator
Disney changes streaming heads; Perlmutter speaks out on firing
Pan American Silver transferring listing of common shares to NYSE from NASDAQ Malaysia's VCI Global reportedly postpones downsized $8M US IPO

Digital World Drops Amid Trump’s Arraignment Apr 05, 2023

Trump SPAC Digital World (DWAC) drops amid former president's arraignment, delayed 10-K filing (00:55). J&J (JNJ) unit refiles for bankruptcy over talc litigation; offers to pay $8.9B (01:46). Walmart (WMT) aims to have about 65% of its stores serviced by automation by 2026 end (06:39).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Granite secures ~$126M contract to relocate U.S. Marines from Japan
Compass Minerals cuts 16% of workforce in restructuring
Seeking Alpha CMP Warning
Exxon expects up to $1.8B lower Q1 profit from lower oil and gas prices
Johnson & Johnson: A Huge Opportunity In A Blue-Chip Dividend King
Johnson & Johnson: Still One Of The More Expensive Pharmaceutical Companies
2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA

Virgin Orbit Crashes into Bankruptcy Apr 04, 2023

Virgin Orbit (VORB) files for bankruptcy after failing to find a source of funding (00:35). Why are Bob Iger and Ron DeSantis at odds? It's a long story. (02:02) A Twitter logo change sends DogeCoin soaring and apes rejoice even as AMC stock slumps. (03:35)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Disney: Why I'm betting on Bob Iger
Seeking Alpha VORB warning

OPEC+ Output Cut Apr 03, 2023

McDonald's (MCD) reportedly orders offices closed ahead of expected layoffs (00:44). OPEC+ announces surprise oil production cut. (02:10) World Wrestling (WWE) Entertainment reportedly close to sale to Endeavor (EDR). (05:29)
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Invest Heroes: McDonald's: It Is Not Interesting Yet
Catalyst watch: Tesla deliveries, Walmart event and jobs report headline big week
Tesla tops deliveries expectations with 422,875 cars moved in Q1
XPeng announces vehicle delivery of 7,002 in March
FTX's European arm sets up website to unlock users' funds
Colin Tedards: Ranking The WWE Buyout Options

The Week Ahead: March Jobs Report & Auto Sales Apr 02, 2023

The March jobs report will be the most watched news of the week. The first few days of April will see a major focus on auto sales and deliveries numbers, with reports from General Motors (GM), Toyota (TM) and Tesla (TSLA). And, Netflix (NASDAQ:NFLX) is reportedly scaling back movie development.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4591597-stocks-to-watch-counting-cars-time-for-tesla-rivian-gm-ford-and-nio
Catalyst Watch:
https://seekingalpha.com/news/3953276-catalyst-watch-tesla-deliveries-walmart-event-and-jobs-report-headline-big-week?hasComeFromMpArticle=false
Quick Dividend Stock Picks:
https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false
Box Office Preview:
https://seekingalpha.com/news/3953358-dungeons-dragons-takes-its-game-to-the-movie-theaters?hasComeFromMpArticle=false
Netflix Scaling Back Movies:
https://seekingalpha.com/news/3953150-netflix-reportedly-scaling-back-movie-development-amid-restructuring

Catalyst Watch: Nonfarm Payrolls, Constellation Brands Apr 01, 2023

Catalyst watch for the week of April 2. Seeking Alpha Managing News Editor, Kim Khan explores the big topic of the week, nonfarm payrolls (00:32). Seeking Alpha Associate News Editor, Kevin Curran says expect Levi Strauss & Co. (LEVI) and Constellation Brands, Inc. (STZ) to report earnings next week (03:07). A hot topic this weekend is March Madness. Is your bracket busted? (05:07) Finally, look out for a new survey in Monday’s Wall Street Breakfast newsletter.
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
Constellation Brands to use content studio partnership to promote wines
Levi’s likely to miss Q1 earnings expectations, UBS says

Virgin Orbit Slumps, Workforce Cuts Mar 31, 2023

Virgin Orbit (VORB) stock slumps ~43% in extended trading after co to ax nearly entire workforce. (00:42) Why did EVgo (EVGO) stock surge on Thursday? Stronger than expected earnings, upbeat outlook (02:07). Tesla (TSLA) reportedly eyeing US-based battery plant alongside CATL (03:45).
Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show links:
EVgo Q4 Earnings: Not An Exciting Quarter
Stone Fox Capital
Trump indicted, calls case 'witch hunt'; Trump SPAC DWAC jumps (updated)
Sam Bankman-Fried pleads not guilty to latest batches of charges
Wells Fargo fined $97M for breaking U.S. sanctions rules

National CineMedia in Talks with Lenders Mar 30, 2023

National CineMedia (NCMI) jumps 19% as it notes talks with lenders. (00:44) LendingTree (TREE) announces 13% workforce reduction plan to reduce operating costs (02:00). Coinbase (COIN) said to be in talks with regulators to stay in Canada (05:38).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Macrotips Trading: National CineMedia: From Bad To Worse
Mike Fay: https://seekingalpha.com/author/mike-fay
Arbitrum Airdrop: Strong Network Metrics, Weak Token Economics
Coinbase said to be in talks with regulators to stay in Canada
CommScope investing $47M to expand fiber-optic cable production
Electronic Arts to cut 6% of workforce, take $170M-$200M in charges
Wolverine World Wide cuts jobs in UK as it streamlines Sweaty Betty
mCloud Technologies receives non-compliance notice from Nasdaq
Apple says annual developer conference will start June 5

Biomea Climbs on Diabetes Drug Data Mar 29, 2023

Biomea (BMEA) climbs on Phase 2 data for Type 2 diabetes candidate. (00:42) Ermotti returns as UBS (UBS) CEO to guide Credit Suisse (CS) deal (01:45). AMC (AMC) jumps on report Amazon (AMZN) exploring potential acquisition (updated) (06:40).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Brad Thomas: https://seekingalpha.com/author/brad-thomas
Investing Experts podcast with Brad Thomas
VICI Properties: https://seekingalpha.com/symbol/VICI
Microsoft debuts new AI chatbot for cybersecurity needs
Lucid reportedly plans to lay off nearly 1300 workers
Lucid Group: Not Healthy, But Has A Few Ways To Cheat Death
Apple rolls out new Buy Now, Pay Later option in U.S.
N-able jumps 8% on addition to SmallCap 600 index
Chinese edtech NetClass files for proposed $17M US IPO
Skincare products developer CoLabs files for proposed $6M IPO
Nike opens Jordan brand store in Japan

Disney Job Cuts Mar 28, 2023

Disney (DIS) launches first of three job-cutting rounds this week - memo (00:41). Binance (BNB-USD) and CEO Changpeng Zhao sued by CFTC over regulatory breaches (update) (03:41). Alibaba (BABA) to break up into six units which may pursue individual IPOs: Report (06:27).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Lyft picks board member David Risher to be new CEO
Cigna, Humana accused of price fixing in Ohio – WSJ
Forum Energy wins $25M contract to provide desalter systems to Saudi Aramco
Full impact of Federal Reserve's tightening still being learned, Fed's Jefferson says
Berkshire Hathaway hikes Occidental Petroleum stake after new purchases
Disney: It's Bob Iger Vs. Hollywood
Berkshire Grey: https://seekingalpha.com/symbol/BGRY

First Citizens Buys SVB Mar 27, 2023

FDIC inks deal for First Citizens (FCNCA) to buy Silicon Valley Bank (SIVB). (00:53) Tim Cook lauds Apple's (AAPL) 'symbiotic' relationship with China. (06:06) Curaleaf (CURLF) delays release of Q4, 2022 financial results (07:15).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
WSB Survey
Musk offers Twitter employees stock grants based on $20B valuation
Seeking Alpha’s CashFlow Hunter predicted SIVB’s implosion. Here’s what he expects next
Microsoft's chances of closing Activision deal raised to 70% from 50% at Citi
Wellness services provider Nava Health MD pulls plans for $8M IPO
WWE receives $17.4M from McMahon for investigation costs
Carnival Corporation: Improved, But Not Enough
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk

The Week Ahead: Apple’s Theatre Push and Lululemon Mar 26, 2023

Apple (AAPL) is looking to invest more in putting movies in theaters. Lululemon (LULU) is set to report earnings this week. And, Dollar General (DG) faces fines of more than $1million over price inaccuracies.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4590000-stocks-to-watch-bright-lights-on-big-banks
Catalyst Watch:
https://seekingalpha.com/news/3951028-catalyst-watch-eyes-on-deutsche-bank-intel-virgin-orbit-and-the-feds-favorite-inflation-gauge
Quick Dividend Stock Picks:
https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false
Apple’s Movie Goals:
https://seekingalpha.com/news/3950364-apple-looking-to-spend-1b-a-year-to-release-movies-in-theaters?hasComeFromMpArticle=false

Catalyst Watch: Fed Speakers, Video Rental Nostalgia Mar 25, 2023

Catalyst watch for the week of March 26. Seeking Alpha Managing News Editor, Kim Khan explores the topics Fed speakers will discuss following the FOMC meeting (00:32). Seeking Alpha Associate News Editor, Kevin Curran tells us all eyes will be on Micron Technology, Inc. (MU) and Lululemon Athletica, Inc. (LULU) for their earnings reports (05:02). A hot topic this week was a report that the Blockbuster website is back online. What impact, if any, would the return of a brick-and-mortar video store have on streaming companies like Netflix (NFLX)?(07:23) Finally, do you think the banking crisis is contained? Look out for that survey question in Monday’s Wall Street Breakfast newsletter.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Micron stock climbs 5% as anticipation for memory chipmaker's results grows
Lululemon bulls call out attractive entry point ahead of earnings next week
Citi expects Lululemon stock to pop post earnings
Traders boost bets that Federal Reserve will cut policy rate in June

Yellen: U.S. Prepared to Take More Actions Mar 24, 2023

U.S. prepared to take more actions to ensure deposits are safe, Janet Yellen says (00:50). Deutsche Bank (DB) shares tumble as cost of default insurance spikes (02:03). TikTok (BDNCE) CEO defends 'American data stored on American soil' in House hearing (07:00).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
SEC warns of 'significant' risk of loss for crypto investors
U.S. oil reserve refill could take 'a few years,' energy secretary says
Accenture to lay off 19,000 people in cost cutting effort
Deep Tech Insights: Accenture: Undervalued Intrinsically With Huge Cloud Tailwinds
JPMorgan, Citigroup said to warn staff not to solicit client business from stressed banks
Hyundai, Kia recall 570K vehicles due to fire risk, NHTSA says
Boeing Starliner crewed flight delayed again, NASA says
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk

Federal Reserve: Rate Hike, ‘Additional Policy Firming’ Mar 23, 2023

Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinbase (COIN) stock slides 14% after the bell as SEC warns of potential charges. (04:46) J&J (JNJ) turns to Supreme Court to OK unit bankruptcy plan for talc lawsuits - report (07:34).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Janet Yellen says not weighing covering all uninsured bank deposits
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
Bitcoin erases week's gains as Fed's inflation fight rumbles on
U.S. bond investors look to sue Swiss over $17B Credit Suisse debt writeoff - report
SEC sues Tron founder Justin Sun for fraud; Lindsay Lohan, Jake Paul among those charged
Toshiba board agrees to accept $15.3B buyout proposal from a Japanese consortium
Virgin Orbit Holdings: https://seekingalpha.com/symbol/VORB
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk

Federal Reserve: Hike or Not Mar 22, 2023

Federal Reserve faces dilemma — to hike or not as financial shock complicates (00:51). GameStop (GME) soars 31% after the retailer records a surprise Q4 profit (03:49). Credit Suisse (CS) staff deferred bonuses to be suspended as ordered by Swiss Federal council (07:46).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Bill Ackman and Elon Musk among the doves ahead of Fed interest rate decision
Should the FDIC deposit insurance cap be kept, waived or raised?
SVB Financial says FDIC took 'improper actions' to cut it off from cash - report
GameStop soars 31% after the retailer records a surprise Q4 profit
Eli Lilly experiencing shortages of diabetes med Trulicity
Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter
CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?
CashFlow Hunter: SVB Financial: Blow Up Risk

First Republic Recovery? Mar 21, 2023

First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JPMorgan (JPM), Deutsche Bank (DB) ties with Epstein to proceed (04:19). Ferrari (RACE) discloses a cybersecurity incident regarding client data (04:57).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Wall Street Breakfast Survey
Amazon cuts 9,000 jobs — and more layoffs could be coming
Marcel Knoop: Amazon: Breaking Up The Company From An Accounting Standpoint
California to empower oil company watchdog to monitor gasoline prices
Baxter biopharma solutions unit seeing interest from Thermo Fisher, Celltrion - report
Cortigent, developer of human vision restoration devices, files for $17M IPO
Judge allows suits over JPMorgan, Deutsche Bank ties with Epstein to proceed
Florida Governor Ron DeSantis calls for ban on CBDC
CashFlow Hunter: SVB Financial: Blow Up Risk
All-In Podcast: https://youtu.be/yYwfiqYocc0

UBS Acquires Credit Suisse Mar 20, 2023

UBS (UBS) confirms deal to acquire Credit Suisse (CS) for $3.25B in stock (00:39). Midsize banks press FDIC to insure all deposits over next two years - Bloomberg (07:57). Warren Buffett (BRK.B) talking to Biden administration on the banking crisis - report (07:07).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Credit Suisse, UBS tumble in premarket trading after emergency rescue
NY Community Bancorp unit agrees to buy Signature Bank deposits, some loans
Bed Bath & Beyond holds special meeting to seek approval for reverse share split, stock dow n 9%
CashFlow Hunter: SVB Financial: Blow Up Risk
All-In Podcast: https://www.youtube.com/watch?v=yYwfiqYocc0

The Week Ahead: Fed Meeting, AI 'Megatrend' Mar 19, 2023

The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edge. Nike (NKE) is expected to post its fiscal third quarter update. And, NVIDIA (NVDA) will present its latest advancements in AI this week, and analysts say the megatrend is becoming harder to ignore.
Our links:
Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4588490-stocks-to-watch-all-eyes-on-the-federal-reserve
Catalyst Watch:
https://seekingalpha.com/news/3931946-catalyst-watch-google-talks-ai-nordstrom-drama-and-canada-goose-event?hasComeFromMpArticle=false
Earnings Week Ahead:
https://seekingalpha.com/news/3948534-earnings-week-ahead-nike-chewy-general-mills-gamestop-and-more
Morgan Stanley Upgrades on AI 'Megatrend’:
https://seekingalpha.com/news/3948465-nvidia-stock-rises-morgan-stanley-upgrades-ai-megatrend?hasComeFromMpArticle=false

Catalyst Watch: FOMC Meeting Mar 18, 2023

Catalyst watch for the week of March 19. Seeking Alpha Associate News Editor, Kevin Curran explains what could result from the FOMC meeting on March 21, 22, following the recent events surrounding Silicon Valley Bank (SIVB), Signature Bank (SBNY) and First Republic Bank (FRC) (00:37). Kevin gives an earnings and conference preview (03:41). He says to look for reports from Foot Locker (FL) and Nike (NKE) (05:13). In addition, Nvidia (NVDA) is hosting a conference and one of the major topics is AI. Finally, in light of the banking crisis, will the Fed hold? Look out for our survey in Monday’s Wall Street Breakfast newsletter.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
The Honest Company: https://seekingalpha.com/symbol/HNST
Expectations tilt firmly towards 25 bp Fed hike, spurred by bank crisis, ECB decision

First Republic Bank: Bank Support, Suspends Dividend Mar 17, 2023

First Republic Bank (FRC) sinks after suspending dividend following bank support (00:41). FedEx (FDX) stock flies higher as cost-saving efforts bear fruit (03:04). TikTok (BDNCE) said in talks with potential buyers as U.S. pushes for possible ban - report (05:10).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Google to boost price of YouTube TV amid rising content costs
Warren Buffett’s Berkshire Hathaway adds more Occidental shares, boosting its stake to 23.1%
Virgin Orbit reportedly in talks about potential buyout
CashFlow Hunter: SVB Financial: Blow Up Risk
MacroTips Trading: National CineMedia: From Bad To Worse
Credit Suisse: https://seekingalpha.com/symbol/CS

Credit Suisse Secures Loan Mar 16, 2023

Credit Suisse (CS) stock jumps 32% as lender secures $54B loan from Swiss National Bank (00:59). First Republic Bank (FRC) gains on report it's evaluating options including a sale (02:22). Virgin Orbit (VORB) plunges on report it's furloughing employees as it seeks funding lifeline (02:40).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
First Republic Bank gains on report it's evaluating options including a sale
Mike Fay, BlockChain Reaction: Bitcoin: 10 Years Since Cyprus
SVB, Signature Bank bid deadline set for Friday by FDIC - Reuters
CashFlow Hunter: SVB Financial: Blow Up Risk
Apple supplier, Foxconn to debut manufacturing AirPods at a $200M factory in Telangana
Robinhood COO Gretchen Howard to leave at 2023 end - filing
Boeing estimates aircraft financing will reach pre-pandemic levels this year

DOJ, SEC Investigating SVB Collapse Mar 15, 2023

Silicon Valley Bank (SIVB) collapse, insider stock sales investigated by regulators - report (00:47). TikTok said to consider splitting from ByteDance (BDNCE) if it can't reach U.S. agreement (02:43). Credit Suisse (CS) stock plunges to record low as top investor rules out further support.(06:25)
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Facebook parent Meta Platforms slashes another 10,000 jobs
SVB Financial confirms that Goldman was buyer of underwater securities last week
Fed to consider tough rules for midsize banks following SVB failure- report
DOJ was probing Signature Bank's work with crypto clients ahead of collapse - report
Apple said to delay bonuses for some staff, freeze hiring over cost scrutiny
Univar jumps after Apollo Global agrees to acquire for $8.1B (update)
Tyson Foods set to lay off 1,700 employees, close two plants
Boxed plunges after saying it's evaluating potential bankruptcy filing, other options
Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Modine Manufacturing Company: https://seekingalpha.com/symbol/MOD

Report: Another Auction of SVB Mar 14, 2023

FDIC is reportedly planning another auction of Silicon Valley Bank (SIVB) (00:45). Credit Suisse (CS) discloses 'material weakness' in reporting procedures (04:23). CPI watch: All eyes on inflation data for clues on Fed rate hike path (03:15).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Federal Reserve to review its oversight of Silicon Valley Bank, led by Michael Barr
Netflix said to be considering alternatives for ad operations
IP Banking Research: Credit Suisse: I Am Selling (Rating Downgrade)
Amgen facing class action suit over owing more than $10B in back taxes and penalties
Boeing is said to be close to selling almost 80 Dreamliners to two Saudi airlines
Uber, Lyft and DASH notched higher as California court classifies drivers as contractors
SurveyMonkey parent Momentive to be taken private in deal valuing it at ~$1.5B
WSB Survey, Favorite Wall Street Movie?: https://forms.gle/7eUdiDvXxPNVGYpT6

SVB Depositors to Have Access to Funds Mar 13, 2023

Silicon Valley Bank (SIVB) depositors to have access to all funds on Monday (00:38). Federal Reserve creates lending facility for banks.(01:35) Signature Bank (SBNY) taken over by New York Department of Financial Services (01:07).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
First Republic gets liquidity support from Federal Reserve, JPMorgan Chase
HSBC acquires Silicon Valley Bank UK for £1
Cash Flow Hunter: SVB Financial: Blow Up Risk
Coinbase had $240M cash balance at Signature Bank, expects full recovery
Etsy sellers impacted by collapse of Silicon Valley Bank - reports
RAPT Therapeutics, Repare Therapeutics among biotechs to disclose exposure to Silicon Valley Bank
All-In Podcast: https://www.youtube.com/watch?v=CEee7dAk25c
Bill Ackman says more banks will fail, but now have government 'roadmap' to manage them '
Everything Everywhere' strikes blow for indie filmmaking at Oscars
March Madness is here - time to buy or fade sports betting stocks?

The Week Ahead: Feb CPI, FedEx Earnings Mar 12, 2023

The February Consumer Price Index to be released this week. Drama ensues over the Silicon Valley Bank (NASDAQ:SIVB) meltdown, while investors remain wary over a possible contagion effect. And, the upcoming Fedex (FDX) earnings report could offer some insight into the state of the U.S. economy.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch: https://seekingalpha.com/article/4586598-stocks-to-watch-investors-prep-for-cpi-nail-biter-earnings-reports-from-fedex-xpeng-and-dollar-general
Catalyst Watch: https://seekingalpha.com/news/3946540-catalyst-watch-microsoft-ramps-up-ai-talk-fedex-earnings-and-voting-drama-with-amc-entertainment-ritchie-bros
Earnings Week Ahead: https://seekingalpha.com/news/3946443-earnings-week-ahead-adobe-fedex-lennar-xpeng-dollar-general-and-more
Microsoft and AI: https://seekingalpha.com/article/4584581-breaking-down-generative-ai-microsoft-music-plays-elsewhere-than-in-search

Catalyst Watch: CPI, Silicon Valley Bank Contagion Mar 11, 2023

Catalyst watch for the week of March 12. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week featuring CPI (00:32). Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview (02:13). He says to look for reports from Adobe (ADBE), FedEx (FDX) and Dollar General (DG). In addition, the hosts discuss whether Silicon Valley Bank (SIVB) will get a bailout and the impact the news is having on other banks (04:02). Finally, Kim wants to know, what is your favorite Wall Street movie (10:01)?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
SVB Financial's attempts to raise capital failed; in talks for sale - report
Nonfarm payrolls growth stronger than expected; unemployment rises to 3.6%
Charles Schwab stock selloff deepens; Morgan Stanley calls it overdone

Silicon Valley Bank Plunges Mar 10, 2023

SVB Financial Group (SIVB) plunges 60%, leads banks lower (00:52). February jobs expected to ease from January's blowout number (02:52). Biden's budget proposal seeks to increase taxes on rich, boost spending, cut deficit (03:48).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
SVB Financial Group: https://seekingalpha.com/symbol/SIVB
Fed is creating team of experts to keep track of crypto developments, Barr says
SEC makes Blackbaud pay $3M for misleading about 2020 cyberattack
PishPosh postpones $9M IPO, two days after shares were priced

Credit Suisse Delays Annual Report Mar 09, 2023

Credit Suisse (CS) shares drop after it delays annual report over SEC queries (00:48). Silvergate Capital (SI) to wind down operations, liquidate Silvergate Bank (01:54). Walgreens' (WBA) $54M contract with California to be canceled over abortion pill access (05:27).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
Boeing will see stronger oversight from Federal Aviation Administration
BHP to bypass lithium while maintaining focus on copper, nickel
BHP Group: Future Looks Good, But The Stock Is Not Yet A Buy
WWE sheds loss amid report it's pursuing legal betting on scripted matches

Market Braces for Powell's Return Mar 08, 2023

S&P, Nasdaq, Dow futures tick up as market braces for the return of Powell (1:00). Senators unveil bill to rein in TikTok (BDNCE), 'adversarial' tech (06:49). Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) buys another 5.8M Occidental (OXY) shares (08:34).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
WW International, Inc. https://seekingalpha.com/symbol/WW
Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)
SoFi sues Biden administration seeking to end student loan payment pause
SoFi: Banking Its Way To GAAP Profitability
Sohn dropping unsuccessful 16-month bid to join FCC
WeWork said to be in talks to overhaul over $3B of debt, raise more cash

Powell Begins 2-Day Testimony Mar 07, 2023

Investors eye Powell's Senate testimony for rate hike clues amid hot economic data (00:48). Meta Platforms (META) is reportedly ready to cut thousands more jobs as soon as this week (01:59). Why did Spirit Airlines (SAVE) stock slide on Monday? JetBlue (JBLU) deal looks potentially doomed (02:33).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Google prepares workers for fewer senior promotions - report
GOOG Vs. GOOGL Stock: 2 Ways To Buy Alphabet, One Of Them Is Always Better
Paramount exploring selling control of BET media assets; Perry expresses interest (updated)
WW buying telehealth provider Sequence; provides easier access to obesity drugs
Amazon self-driving unit Zoox faces safety probe

Bill to Ban Senior Federal Officials from Stock Trading Mar 06, 2023

Hawley expected to introduce a bill to ban senior federal officials from stock trading. More cost cuts? Amazon (AMZN) is shuttering Go stores after HQ2 construction halt. Tesla (TSLA) slashes U.S. Model S and Model X prices to surge consumer demand.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Norfolk Southern says second derailed train in Ohio contains no toxins
DocuSign: Lots Of Potential In An Expensive Stock; Taking A Wait-And-See Approach
More cost cuts? Amazon is shuttering Go stores after HQ2 construction halt
Tesla slashes U.S. Model S and Model X prices to surge consumer demand
Airbnb cuts 30% of recruiting staff (update)
Johnson & Johnson's Stelara demonstrates long-term efficacy in Crohn's disease

The Week Ahead: Jobs Report, New NBA Deal Mar 05, 2023

The February U.S. jobs report could mean interest rates will be raised more than expected. The NBA is rolling toward a new multiyear deal for rights to its games, putting pressure on ESPN (NYSE:DIS) and Turner (NASDAQ:WBD). Tesla's (NASDAQ:TSLA) bid to be the world's largest automaker could get a boost from its new massive Mexico Gigafactory.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links:
Stocks to Watch: https://seekingalpha.com/article/4584452-stocks-to-watch-jobs-report-drama-could-flip-the-script-for-investors
Catalyst Watch: https://seekingalpha.com/news/3944067-catalyst-watch-general-electric-apple-chevron-black-knight-and-ethereum-in-the-spotlight
NBA Seeks New Rightsholder: https://seekingalpha.com/news/3944191-espn-turner-and-media-names-get-ready-to-pay-dearly-in-new-nba-deal
Tesla’s new Mexico factory: https://seekingalpha.com/news/3943819-teslas-bid-to-be-the-worlds-largest-automaker-could-get-a-boost-from-huge-mexico-gigafactory

Catalyst Watch: Non Farm Payrolls, TikTok Ban? Mar 04, 2023

Catalyst watch for the week of March 5. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including what to expect in the non farm payrolls report and why the report is a week later than usual. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says the season is slowing but look out for reports from DocuSign (DOCU) and JD.com, Inc (JD). In addition, the hosts discuss recent TikTok (BDNCE) headlines including a ban from federal devices. Is this politics at play and which social media company could benefit from a total U.S. ban? Finally, Kim wants to know, Which S&P sector do you believe will be the best performer in 2023?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Pressure on TikTok intensifies as EU looks to ban federal usage
White House declares 30 days timeline to get rid of TikTok app from federal devices

Ericsson Paying $207M Fine Mar 03, 2023

Ericsson (ERIC) paying $207M fine to resolve breached DOJ deal. Apple (AAPL) supplier, Foxconn (FXCOF) said to build $700M iPhone plant in India in shift from China. S&P, Nasdaq, Dow futures edge up as yields retreat.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Sprouts Farmers Market: A Peter Lynch Story
Why did Silvergate (SI) tank? Stock hits record low on potential going concern risk.
Parkland nixes planned renewable diesel project, citing U.S. law
Norfolk Southern and other big railroads will join the FRA 'close call' program
HPE buys Israeli cloud security firm Axis Security
Vegan fast-food chain Odd Burger files for Nasdaq uplisting, $12M offering
Better Choice lays off 25% of its workforce Citi 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 Set to Veto Anti-ESG Investing Bill Mar 02, 2023

Biden's first veto set to counter anti-ESG investing bill. Salesforce (CRM) shares climb as earnings outlook, results suggest more strength ahead. Tesla's (TSLA) new master plan includes next-gen EV platform, leading Earth's path to a sustainable economy.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Silvergate sinks 32% as annual report filing delayed amid higher losses, regulatory probe
Lithium Americas can start digging at Thacker Pass, appeals court denies injunction
Crypto exchange Kraken said to stop using Signature Bank for dollar deposits, withdrawals
Microsoft-Activision review gets two more weeks from Europe watchdog
Mike Fay: https://seekingalpha.com/author/mike-fay
Eli Lilly slashes insulin prices by 70%, places $35 monthly out-of-pocket cap
Eli Lilly Is Still Overvalued But Should Be On Your Watchlist

Tesla Investor Day Preview Mar 01, 2023

Tesla (TSLA) Investor Day preview: Are cheaper electric vehicles part of the master plan? General Motors (GM) cuts jobs despite pledges to the contrary. FTX's (FTT-USD) Singh to plead guilty to fraud charges; SEC, CFTC file separate complaints (update).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Goldman Sachs said to be open to hiring staff for digital assets group
Goldman is said to evaluate sale of GreenSky - report
Chinese medical device maker MED EIBY files for $20M US IPO
Eric Basmajian: https://seekingalpha.com/author/eric-basmajian
Investing Experts Podcast: The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research)

SCOTUS: Biden Student Loan Forgiveness Plan Feb 28, 2023

Supreme Court to hear case on Biden's student loan forgiveness plan. Ron DeSantis puts Disney's (DIS) special Florida district under state control. Altria (MO) is reportedly in a deal for vaping brand NJOY (updated).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Plaintiffs ask for emergency injunction for Thacker Pass lithium mine before digging starts
US GoldMining, a unit of Canada's GoldMining, files for $20M US IPO
Snap launching 'My AI' chatbot for subscribers
Meta Platforms building 'top-level' product group focused on AI, Zuckerberg says
Palantir job cuts to hit 2% of workforce
Poll: What do you think about a 4-day trading week?

Pfizer Reportedly in Talks to Acquire Seagen Feb 27, 2023

Pfizer (PFE) reportedly in early stage talks to acquire Seagen (SGE). Nokia (NOK) revamps iconic logo in strategy shift away from phone business. Nasdaq, S&P, Dow futures rise with durable goods orders in view.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Union Pacific looking for new chief executive amid activist pressure
Seagen: Back On Track, Priced About Right

The Week Ahead: Tesla's Big Day, 5G Updates Feb 26, 2023

Tesla’s (TSLA) biggest event of the year is this week, where they’ll focus on their plan to make electric vehicles more affordable. In the retail sector, Target (TGT) is due to report earnings this week. And, the Mobile World Congress in Barcelona will give consumers an anticipated update on the 5G ecosystem.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links
Stocks to Watch: https://seekingalpha.com/article/4581774-stocks-to-watch-tesla-rivian-chevron-and-goldman-sachs-could-see-jolts
Catalyst Watch: https://seekingalpha.com/news/3940433-catalyst-watch-tesla-event-microsoft-talks-chatgpt-rivian-earnings-and-chevron
Mobile World Congress: https://seekingalpha.com/article/4581108-early-mwc-news-5g-infrastructure
Tesla Investor Day: https://seekingalpha.com/news/3940940-tesla-investor-day-preview-are-cheaper-electric-vehicles-part-of-the-master-plan

Catalyst Watch: Chicago PMI, Tesla 2023 Investor Day Feb 25, 2023

Catalyst watch for the week of February 26. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including Chicago PMI. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says several retailers including Lowe’s (LOW) and Target (TGT) are due to report. In addition to retailers, look for reports from EV charging, auto and energy companies. Kevin also gives a detailed breakdown of what investors could see from Tesla’s (TSLA) 2023 Investor Day event. Finally, Kim is asking, “What do you think of a 4-day trading week?”
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Tesla announces global engineering HQ in Palo Alto
Tesla weighing takeover bid for Sigma Lithium - Bloomberg
Tesla's potential lithium deal is sized up by analysts

Russia Invades Ukraine, One Year Later Feb 24, 2023

Yellen warns on global economy as China pushes ceasefire in Ukraine. DOJ reportedly set to sue Adobe (ADBE) over $20B Figma acquisition. Boeing (BA) said to freeze deliveries of 787 jets over documentation questions.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Sam Bankman-Fried indicted on more criminal charges over FTX collapse
Retirement analysis: Fidelity reveals average 401(k) lost 23% in 2022
Adobe: A Compounder That May Beat The Market

Tesla Announces Engineering HQ in Palo Alto Feb 23, 2023

Tesla (TSLA) announces global engineering HQ in Palo Alto. AI is at 'an inflection point' according to Nvidia's (NVDA) CEO. DOJ moves forward on yet another Google (GOOG) (GOOGL) antitrust case, over Google Maps.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Wells Fargo lays off mortgage bankers as it streamlines home lending business - report
Apple nears bid to shake up glucose monitoring market – Bloomberg
Starbucks jolts the coffee market with its biggest product launch in years
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
Nvidia: Soaring On Q4 Earnings Beat

Cautious Outlook: Home Depot, Walmart Feb 22, 2023

Why did Home Depot (HD) stock slide on Tuesday? Earnings left room for improvement. Walmart (WMT) warns shoppers are pulling back on spending. Backlash at Amazon (AMZN) after employees ordered back to the office.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
News Corp. says no more talks about selling Move unit to CoStar Group
One Medical jumps on report FTC won't challenge Amazon purchase
U.S. to trim mortgage insurance costs in bid to boost affordability - report
Tyson Foods acquires Williams Sausage Company for undisclosed amount
Top 10 Stocks For 2023
Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Sigma Lithium Corporation: https://seekingalpha.com/symbol/SGML

Putin Responds to Biden’s Ukraine Visit Feb 21, 2023

Russia's Putin gives speech following Biden's visit to Ukraine. Ericsson (ERIC) said to axe 1,400 jobs in Sweden. Meta (META) to launch monthly subscription service for Instagram , Facebook - reports.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Meta to launch monthly subscription service for Instagram, Facebook - reports
Ericsson said to axe 1,400 jobs in Sweden
Uber reportedly in a deal with Tata Motors to launch 25,000 EVs in India
Hong Kong opens doors to retail investors for trading large crypto tokens
NBA inks new strategic partnership with China's Ant Group
Tencent reportedly in talks to sell Meta's Quest 2 VR Headset in China
Slowing 5G Spend And Strategic Missteps Have Ericsson Shares On The Mat

The Week Ahead: Russia's New Ruble And Investing In Garbage Feb 19, 2023

Russia’s central bank says it will roll out a digital currency pilot, following in Japan’s footsteps.
One of the biggest consumer events of the year will take place next week in New York City.
And why garbage stocks, like Waste Management (NYSE:WM), could be the next big play for investors.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show Links
Stocks to Watch: https://seekingalpha.com/article/4579610-stocks-to-watch-retail-gets-tested-with-walmart-home-depot-and-cagny-conference-on-tap
Catalyst Watch: https://seekingalpha.com/news/3937806-catalyst-watch-spotlight-on-retail-earnings-lucid-group-silvergate-capital-and-radware
Russia's new digital currency: https://seekingalpha.com/news/3937846-russians-central-bank-to-roll-out-digital-ruble-pilot-in-april

Catalyst Watch: FOMC Minutes, Walmart, Inventory Feb 18, 2023

Catalyst watch for the week of February 19. Seeking Alpha Director of News, Jerry Kronenberg gives a rundown of the catalysts for the week including FOMC minutes. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says Home Depot (HD) and Walmart (WMT) are reporting next week with Lowe’s (LOW) and Target (TGT) the following week. One key data point to note is bloated inventory, a previous issue for some retailers.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Are retailers finally wrangling inventory issues?
Catalyst watch: Spotlight on retail earnings, Lucid Group, Silvergate Capital and Radware

Apple Contractor Layoffs Feb 17, 2023

Apple (AAPL) said to start laying off contractors in recent days. Tesla (TSLA) falls into negative territory after recalling +360K vehicles in the U.S. Norfolk Southern (NSC) under pressure as another train derails near Detroit.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Applied Materials rises as guidance tops estimates
Life Storage turns down Public Storage's $11B offer for company
BJ’s Restaurant posts stronger than expected profits, eyes price increases
MKSI's Ransomware Attack Could Have Significant Implications For Applied Materials

Congressional Budget Office Outlook Feb 16, 2023

U.S. has until July-September to avert debt-ceiling breach, CBO estimates. Apple (AAPL) reportedly planning on mixed-reality headset debut in June. Binance USD (BUSD-USD): The Wells Notice Is A Big Deal For All Of Crypto.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Apple granted patent for foldable device as speculation mounts
Trulieve begins ads on Twitter, first US cannabis company to advertise on the medium
Tesla's Model Y is sold out in the U.S. for this quarter
Mike Fay: https://seekingalpha.com/author/mike-fay

13F Filings Feb 15, 2023

Jeffrey Smith's Starboard Value adds Salesforce (CRM), Vertiv (VRT), exits Huntsman (HUN), ACIW (ACIW). Berkshire Hathaway (BRK.A) (BRK.B) adds to Apple (AAPL) stake, pares US Bancorp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Avaya files for bankruptcy, draws $780M in new financing
Grove Collaborative announces Walmart, Amazon launch (update)
Investing Experts: Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)
JEPI JPMorgan Equity Premium Income ETF: https://seekingalpha.com/symbol/JEPI

January Consumer Price Index Feb 14, 2023

CPI expected to jump M/M in January but cool Y/Y; don't expect a Fed pivot. Boeing (BA) said to plan $24M investment for logistics center in India. Ford (F) confirms $3.5B battery plant, downplays political risk of CATL partnership, cutting jobs in Europe.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Microsoft begins rolling out ChatGPT for desktop use; mobile devices still to come
NBC Sports reportedly planning serious bid to reclaim NBA rights
Super Bowl ratings rise 1% from last year, with bump from Rihanna
Fidelity National Information Services: https://seekingalpha.com/symbol/FIS
Ford: 2 Billion Reasons To Buy

China Accuses U.S. Of Flying Spy Balloons Feb 13, 2023

China accuses U.S. of flying spy balloons since early 2022. Fidelity National Information (FIS) plans to spin off its merchant business - report. Catalyst watch: Inflation reads, Roblox (RBLX) and DoorDash (DASH) in the spotlight.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Palantir: Nearing A Danger Zone Ahead Of Q4 Earnings (Technical Analysis)
Palantir Technologies Q4 2022 Preview: What To Watch For
Meta Platforms: https://seekingalpha.com/symbol/META

The Week Ahead: Superbowl spotlight, and eyes on inflation Feb 12, 2023

In the U.S., key reports due out putting the spotlight once again on inflation and interest rates.
Football fans are counting down the minutes until the superbowl, as bets are likely to be wagered by 30 million, and advertisers are dropping 7M dollars for airtime, during the most watched event of the year. Meanwhile, Apple (AAPL) takes over from Pepsico (PEP) as the sponsor of this year's halftime show, headlined by none other than Rihanna.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Stocks to watch: https://seekingalpha.com/article/4577369-stocks-to-watch-big-week-on-tap-for-anheuser-busch-snap-cisco-and-aptiv
Superbowl spotlight: https://seekingalpha.com/news/3934845-super-bowl-spotlight-will-include-apple-draftkings-gm-and-diageo
Catalyst watch: https://seekingalpha.com/news/3934884-catalyst-watch-inflation-reads-roblox-and-doordash-in-the-spotlight

Catalyst Watch: CPI, Applied Materials, Super Bowl on FOX Feb 11, 2023

Catalyst watch for the week of February 12. Seeking Alpha Senior Managing News Editor, Kim Khan talks about what to expect with CPI. He and Seeking Alpha Senior News Editor of Media and Telecom, Jason Aycock also discuss the AI Summit West with a look back at an AI heavy week. Kim also gives an Applied Materials (AMAT) earnings preview. In addition, Jason takes a deep dive into Super Bowl advertisements, how long it took Fox (FOX) to sellout and the industry we won’t see in the ads this year.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Fox sells out Super Bowl ads, no thanks to crypto 'implosion'; Brady makes broadcast plans
Used auto prices rise in January after dealers loaded up on inventory
Applied Materials: https://seekingalpha.com/symbol/AMAT

More Layoffs: Yahoo, News Corp Feb 10, 2023

Apollo's (APO) Yahoo to lay off more than 20% of staff in digital ad strategy shift. Lyft (LYFT) sinks 30%+ after hours as weak Q1 guidance disappoints Wall Street (update). Coinbase (COIN) tumbles on fears the SEC could do away with crypto staking.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Micron dips as it suspends bonuses, cuts executive salaries
Microsoft-owned GitHub said to cut 10% of staff, to go fully remote
Chick-fil-A comes out of the lab with a new plant-based sandwich; Beyond Meat -5%
PayPal Holdings' Dan Schulman to retire at year end after eight years as CEO
Tradevestor: Lyft Needs A Lift, But Is Unlikely To Get One

Disney Gains Feb 09, 2023

Disney (DIS) earnings call: Company cutting 7,000 jobs, aims to restore dividend in '23. Why did Alphabet (GOOG) (GOOGL) stock slip? Blame Bard mistake, underwhelming AI event. Affirm (AFRM) stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Netflix expands account-sharing approach to four countries
Post to buy 9Lives, other pet food brands from Smucker in $1.2B deal
Google Labs VP exiting to form AI start-up with Salesforce ex Taylor
Affirm stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced
Mike Fay with BlockChain Reaction: https://seekingalpha.com/author/mike-fay
The 'Optimism' Is Strong In This One

State of the Union Feb 08, 2023

Biden says in the State of the Union economy is building 'from the bottom up.’ Zoom (ZM) jumps as CEO says company will lay off 1,300 workers. Microsoft (MSFT) tops $2T market cap as it unveils AI-powered Bing, Edge browser.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Apple Pay Later coming soon as tech giant pushes into financial services
Meta settles lawsuit over its infinity-symbol logo
eBay announces hundreds of job cuts
Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Top 10 Stocks For 2023

Wall Street Breakfast: AI Frenzy Feb 07, 2023

AI frenzy: Baidu (BIDU) confirms plan to launch ChatGPT-like bot called 'Ernie'. Google (GOOG) (GOOGL) to launch Bard chatbot for feedback as it steps up AI competition. Boeing (BA) to cut 2,000 white-collar jobs in finance, HR - report.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Economy in focus at Biden's State of the Union address
Bed Bath & Beyond pares monster gain after convertible stock deal announced
CVS close to acquiring Oak Street Health for $10.5B - WSJ
Restaurant groups Cava, Fogo, Panera reportedly eyeing 2023 IPOs
Sam Bankman-Fried reaches deal with federal prosecutors on use of encrypted apps
Dalius Taurus: https://seekingalpha.com/author/dalius-taurus/

Wall Street Breakfast: U.S.-China Relations Feb 06, 2023

U.S.-China relations on edge after spy balloon is shot down. Dell (DELL) to slash 6,650 jobs, ~5% of global workforce - report. After recent cuts, Tesla (TSLA) lifts Model Y prices in the U.S.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Fitness mirror vendor Interactive Strength, d.b.a. Forme, sets terms for $14M IPO
Public Storage offers to acquire rival Life Storage for $11B
Elon Musk wins Tesla shareholder lawsuit over 2018 ‘funding secured’ tweet
Disney could license content to rivals as part of Iger's new company direction
Logos Capital Management: https://seekingalpha.com/author/logos-capital-management
The Value Analyst: https://seekingalpha.com/author/the-value-analyst

Catalyst Watch: Fed Speaker Watch, Chipotle, Manchester United Feb 04, 2023

Catalyst watch for the week of February 5. Seeking Alpha Senior Managing News Editor, Kim Khan speaks with Julie Morgan about an error in Fed Chair Jerome Powell’s remarks and how upcoming fed speakers will finetune the message. In addition, Khan gives a Chipotle (CMG) earnings preview. He also discusses how the Glazer family’s loss of Tom Brady from the Tampa Bay Buccaneers will be softened by the sale of Manchester United (MANU).
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Catalyst watch: Google talks AI, Nordstrom drama and Canada Goose event
Chipotle Mexican Grill: https://seekingalpha.com/symbol/CMG
Chipotle announces plan to hire 15,000 new employees
Manchester United: https://seekingalpha.com/symbol/MANU

Wall Street Breakfast: Alphabet, Amazon, Apple Feb 03, 2023

Apple (AAPL) would've grown in 'vast majority' of markets if not for FX headwinds: Cook. Alphabet (GOOG) (GOOGL) CEO Pichai touts AI, but says business is 'more challenging'. Amazon (AMZN) stock moves lower on mixed earnings result (update). January nonfarm payroll report should show slower growth, but will it suit the Fed?
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
UnitedHealth, Humana take hit on low Medicare Advantage payment increase for 2024
Nordstrom jumps 30% on report activist Ryan Cohen takes stake
Weighing Machine: Nordstrom: Cheap But I'm Not Buying

Wall Street Breakfast: META Rockets Feb 02, 2023

Meta Platforms (META) rockets as Q4 results surpass expectations, unveils $40B buyback. Markets should 'feel better' by progress in debt limit talks - McCarthy. Crypto Thursday with Mike Fay, BlockChain Reaction on the Bitcoin (BTC-USD) and Ethereum (ETH-USD) rally following the Fed announcement.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
An Investor Roadmap For 2023 U.S. Debt Ceiling Crisis
Peloton: https://seekingalpha.com/symbol/PTON
Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay
FTX founder Sam Bankman-Fried's bail conditions amended by judge
Merck COVID-19 pill linked to virus mutations – study

Wall Street Breakfast: Federal Reserve Poised For 25-bp Rate Hike Feb 01, 2023

Federal Reserve poised for 25-bp rate hike; expect tough talk from Powell. Intel (INTC) cutting employees' pay, trimming CEO salary by 25% in downturn. The TACK ETF (TACK) And Market Outlook With Katie Stockton And Austin Hankwitz.
Our links:
Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/WallStBreakfast
Show links:
Snap earnings call: Improvements will take time to hit top line, CEO says
Feeling the heat from ChatGPT, Google is testing new AI products
The TACK ETF And Market Outlook With Katie Stockton And Austin Hankwitz
Cannabis vaping and tobacco products vendor Ispire files for $42M IPO
PayPal to lay off 2,000 employees in another round of cost cuts, stock rises over 3%
Whole Foods presses supplier to cut prices
Michael Wiggins De Oliveira: https://seekingalpha.com/author/michael-wiggins-de-oliveira

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected