11h ago
After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36) Show Notes Top tech picks for 2026 Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
2d ago
Micron ( MU ) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026 Tesla stock scales a new record high for the first time in nearly a year Ford's ESS strategy could generate as much as $5B in additional revenue Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
2d ago
TikTok (BDNCE) agrees to new joint U.S. venture . (00:24) Instacart (CART) settles FTC claim over deceptive practices . (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28) Episode transcripts seekingalpha.com/wsb . Show links: Top Stocks 2026 Biggest stock movers Friday: NNE, CORZ, NKE and more Sony to take over Snoopy, Peanuts franchise for $457M NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement JPMorgan spotlights 11 tech stocks to watch out for in 2026 Take the news quiz Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
3d ago
Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats . (1:30) OpenAI valued at $750B . (3:21) Show Notes Top 10 market risks for 2026 Steve Cress’ Top Stocks for 2026 – sign up today Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
3d ago
Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets , including CNN - report. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MU, LULU and more U.S. approves $11.1 billion arms sales to Taiwan House passes Republican healthcare bill without extending ACA subsidies Instacart stock falls on report of FTC probe over AI pricing tool Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
4d ago
Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy '. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Top Stocks 2026 Biggest stock movers Wednesday: MU, NFLX, PLCE and more US prepares new Russia sanctions if Putin rejects peace deal - report Years-long bear market coming for gold and silver, analyst Gilburt predicts Nvidia plans $1.5B server farm in Israel - Calcalist Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
5d ago
Latest unemployment rate up to 4.6%, highest since 2021 . (0:15) Analysts cool on ice cream pure play . (2:04) Howard Stern inks new Sirius deal . (2:49) Show Notes One million driverless Teslas by 2035? Steve Cress’ Top Stocks for 2026 – sign up today Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
5d ago
Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more Tesla directors won over $3 billion in stock awards - Reuters Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave Trump sues BBC over speech edit in documentary, seeks $10B in damages Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
6d ago
Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries . (2:18) Show Notes Goldman’s catch-up stocks for 2026 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
6d ago
Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall . (1:10) ‘ Zootopia 2 ’ still top of the box office. (2:03) Show Notes Hedge funds are piling into commodities Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 12
Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25). Show Notes AI stocks sink on Broadcom, Oracle worries Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 12
Margin worries lead to selling of another big AI trade name . (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07) Show Notes Oracle's plunge wipes out $25B from Larry Ellison's net worth Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 11
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise . (2:22) End of an era for Macau . (3:04) Show Notes Lilly’s next-gen weight-loss drug meets endpoints Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 11
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public . (1:55) Meta’s new AI team clashing with old guard. (3:04) Show Notes Paramount’s Ellison makes his case to shareholders Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 10
FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). Show Notes: FOMC cuts interest rate for third straight meeting, but dissents grow Semiconductor stock action varies widely in active day for sector Nvidia And The H200 Landscape; Broadcom's Strategic Positioning Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 10
Standard Chartered strategist cuts his 2026 bitcoin forecast in half . (0:15) Nvidia to offer LoJack for its GPUs ? (1:35) What’s behind silver’s big surge ? (2:32) Show Notes Elon Musk wouldn’t do DOGE again JPMorgan bank head sees ‘fragile’ economy Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 9
Meta looks to replace Llama with Avocado next year . (0:15) Americans are very reluctant to quit . (2:12) Office Depot/Office Max public journey ends . (2:50) Show Notes Goldman’s 39 sweet spot consumer stocks Home Depot cautious on ‘26 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 9
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut . (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11) Show Notes Deere drops as Trump calls for lower farm equipment prices Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 8
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share . (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29) Show Notes Is Trump’s falling approval ratings a signal to buy midcap stocks? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 8
IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog . (1:05) White House rolling out $12B in aid for farmers . (2:06) Show Notes What’s the best data central stock play? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 7
The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings : Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape . (2:42) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 5
Netflix ( NFLX ) is buying Warner Brothers (0:20). Dollar General ( DG ), Salesforce ( CRM ) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00). Show Notes Core PCE inflation inches down to +2.8% Y/Y in September, as expected 9 out of 10 companies deliver EPS wins this week Life After Mag 7 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 5
AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43) Show Notes HP Enterprise tumbles on weak server sales Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 4
Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris ? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55) Show Notes Top 5 risks for 2026 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 4
Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump . (0:15) Snowflake shares hit as guidance disappoints . (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37) Show Notes Paramount ups Warner breakup fee Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 3
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing . (2:27) Show Notes Stocks crushed by the K Air taxis coming to Miami Pure Storage plunges Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 3
Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers . (1:25) YouTube bans users under 16 in Australia. (2:16) Show Notes Has silver come too far too fast? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 2
OpenAI’s Garlic to take on Gemini as Altman calls ‘ code red .’ (0:15) Apple’s head of AI is out . (1:19) Comcast sues Trump administration for tariff refund. (2:37) Show Notes Once-in-a-generation opportunity in quality stocks Old Lady of Threadneedle Street weighs in on AI risks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 2
Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ ridiculously overvalued .’ (0:41) Amazon aims for delivery in less than 30 minutes . (1:19) Show Notes Marvell looking to buy Celestial AI Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 1
New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00). Show Notes: U.S. stocks turn lower, crypto falls while yields rise at the start of December Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Dec 1
Carry-trade worries grow as Japen yields hit levels not seen since 2008 . (0:15) Databricks is looking at a valuation of $134B . (1:36) Trump says he now knows who he’ll pick as next Fed chair . (2:11) Show Notes Accenture now calling employees 'reinventors' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 30
Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report . (0:17) Black Friday online sales hit $11.8 billion . (1:59) ChatGPT turns 3 . (2:35) Show Notes Swiss shoot down 50% inheritance tax Earnings Calendar Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 28
Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season? Episode transcripts seekingalpha.com/wsb . Show links: Jack Bowman | Seeking Alpha Take the quiz: Investment News Quiz - Friday, Nov. 28 Biggest stock movers Friday: BITF, and more E-commerce sales surged in October amid generative AI push and heavy promotions Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 26
Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘ Rush Hour 4 .’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13) Show Notes 3D printed chicken? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 26
HP (HPQ) slides after it unveils weak forecast, job cuts . (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: DELL, HPQ, and more 'Rush Hour 4' in the works after Trump's push to revive series Italy's antitrust body expands probe against Meta over WhatsApp AI tools OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 25
Paramount, Netflix and Comcast have all put in bids . (0:14) Stocks keep recently rally going . (0:57) HP slumps post-earnings . (1:17) Show Notes The 2025 turkeys Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 25
Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVDA, ZM, and more Initial Q3 GDP estimate to be released right before Christmas Fed study sees tariffs lowering inflation then boosting it Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 24
The Nasdaq rallies more than 2% . (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36) Show Notes Chip stocks surge Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 24
Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce ' framework ' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack ? (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PONY, MP, and more SA: What are the best defensive stocks right now? Salesforce CEO Marc Benioff has a 'Holy S---' AI moment Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 23
Alibaba reports earnings Tuesday: time or buy or sell ? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘ doesn’t exist ’ anymore. (2:16) Show Notes 50 stocks that mean the most to hedge funds Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 21
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20). Show Notes Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices Why the September jobs report will lead to more tariff cuts Wall Street rebounds after the prior day’s volatile downturn Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Nov 21
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage . (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Take the news quiz: Investment News Quiz - Friday, Nov. 21 Biggest stock movers Friday: GAP, ESTC, and more Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026 Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 20
Wall Street analysts loved what they saw from Nvidia earnings . (0:15) Long-awaited September jobs report shows solid payroll gains . (1:10) Walmart benefits as consumers eye value. (2:21) Show Notes This bond action could signal the end of the equity bull market Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Nov 20
Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: NVDA, PANW, and more Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook China considers aggressive new stimulus to rescue property sector amid financial system fears - report Meta's chief AI scientist Yann LeCun announces departure to start his own firm Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 19
Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream . (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund , investors include Nvidia (NVDA) - report. (01:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: PLUG, ON, and more 'Relax,' selloff is just P&L protection - Nomura Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 18
Major apps like ChatGPT and X face disruptions . (0:15). Home Depot blames ‘ no storms ’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop . (2:37) Show Notes Goldman’s best AI productivity stocks Why traders are watching this key S&P level Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 18
Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: OWL, AXTA, and more Nio's right-hand drive model Firefly enters production Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8% China books nearly million tons of U.S. soybeans after brief pause - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 17
Bezos will be co-chief executive of Project Prometheus . (0:15). Alphabet rallies as Berkshire Hathaway discloses stake . (1:16) UBS could relocate to the U.S. (2:05) Show Notes Netflix 10-for-1 stock split goes into effect Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 17
Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: QUBT, XPEV, and more Hidden homeownership costs hit nearly $16,000 a year, Zillow says SA Asks: What happens if Trump's tariffs are ruled illegal? Boeing sees sharp increase in Patriot seeker deliveries Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 16
Will the market’s most important company shine or disappoint ? (0:17) Disney back on YouTube . (2:10) Apple prepares iPhone overhaul . (2:40) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 14
Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30). Show links: Nasdaq turns selloff around amid valuation worries, big tech recovers Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript AI Spending Surge, Contrarian Take On Tech Stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 14
Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework . (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Nov. 14 Biggest stock movers Friday: CDTX, AMAT, WBD, and more Fed's Kashkari did not back last rate cut, undecided on December - report Google proposes changes to adtech business after EU fine, but no asset breakup Blue Origin launches NASA's Mars mission, sticks booster landing for the first time Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 13
Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks . (3:39) Show Notes A Michael Burry Wall Street timeline Stocks fall in big risk-off move as Tesla, Nvidia sink Target tells employees to smile Verizon announces big layoffs Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 13
Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, BTDR, and more Goldman's AI layoffs early warning signal Weight Watchers plans to sell Novo's obesity pill once it launches - report Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 12
Big Blue says it’s on a path to elusive ‘ quantum advantage .’ (0:15). AT&T gets a rating boost . (1:21) Peak oil demand pushed out to 2050 . (2:16) Show Notes Goldman’s healthcare stock picks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 12
General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, ALC, and more Trump to host Wall Street CEOs on Wednesday at White House - report Foxconn sees AI-driven growth in 2026, teases OpenAI announcement Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival' Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 11
Turing Award-winning AI scientist Yann LeCun heads to startup land . (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans . (3:03) Show Notes S&P 500 more correlated to Nvidia than its own 500 components Michael Burry targets hyperscaler accounting Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 11
50-year mortgage : A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: BBAI, RKLB, and more US Senate passes bill to end longest ever government shutdown, sending it to House Nebius Q3 Earnings Preview: What to expect? Tesla chair says the company could be on the cusp of the largest value-creation event in history Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 10
AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) Show Notes BofA says short hyperscaler bonds Source says Papa John’s deal report not true Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 10
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RUM, MTSR, and more SA Asks: What are the best AI-focused ETFs right now? Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists Tesla's Cybertruck head quits after eight years Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 9
Hedge funds will disclose positions ahead of Friday’s 13F deadline . (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers . (3:08) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 7
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49) Show notes: AMD outlines 2025 growth strategy with AI and server expansion Wall Street continues to decline as AI trade's downtrend persists What to know as Michael Burry bets against Nvidia and Palantir Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 7
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Nov. 7 Biggest stock movers Friday: TSLA, XYZ, DKNG, and more Musk says Tesla may build “gigantic” chip fab to power its AI ambitions Airbnb surges despite Q3 EPS miss, expects wider FY margins Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 6
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop . (1:51) Show Notes Snap soars on Perplexity deal Microsoft’s AI team forms Superintelligence Group Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Nov 6
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNAP, QCOM, and more Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters SoftBank is said to have explored potential takeover of chipmaker Marvell Technology Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 5
The company says it has more than 1 million business customers . (0:15) McDonald’s sees huge drop in low-income customers . (1:39) UPS plane crashes on takeoff . (2:29) Show Notes Evercore’s Tactical Actional Positioning stocks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 5
Government shutdown becomes longest ever ; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more Zohran Mamdani wins NYC mayoral race. What does it mean for Wall Street? China to suspend most U.S. tariffs after Trump-Xi meeting, soybeans still face 13% duty Novo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and Ozempic Uber outlines high teens gross bookings growth and accelerates AV strategy with NVIDIA partnership Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 4
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir . (0:15) Palantir’s CEO calls Burry ‘ bats--- crazy .’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46) Show Notes Bitcoin hits lowest levels since June Uber slides on outlook Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 4
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, SRPT, and more Palantir Technologies Inc. (PLTR) Q3 2025 Earnings Call Transcript Trump administration to pay half of SNAP benefits for November Hims & Hers projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy accelerates China offers tech giants cheap power to boost domestic AI chips, FT reports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 3
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion . (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29) Show Notes Hedge funds wrong-footed by Mag 7 earnings Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 3
The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark . (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line . (2:08) Show Notes What’s the best quantum computing stock? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Nov 2
Tesla shareholders will vote on Elon Musk’s $1 trillion pay package . (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings . (2:48) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 31
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15). Episode transcripts: seekingalpha.com/wsb Show links: Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb Meta anticipates CapEx dollar growth to rise notably in 2026 with AI investments Take the quiz: Investment News Quiz - Friday, Oct. 31 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 31
Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown stretches into Thanksgiving travel season . (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 31 Biggest stock movers Friday: AAPL, AMZN, and more Elon Musk’s SpaceX set to win $2B Pentagon satellite deal - report Trump-Putin summit canceled after Moscow sends memo to Washington - FT Meta to raise $30B in record bond sale amid rising AI costs Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 30
Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage . (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: GOOG, META, MSFT, and more Trump directs Pentagon to resume nuke testing after 33-year pause Meta Platforms stock sinks after booking $16B one-time charge in Q3 Starbucks reports positive comparable store sales for the first time in 7 quarters Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 29
The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion . (0:16) Stocks end mixed as Treasury yields surge . (2:12) Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 29
Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (01:17) No food stamps from next month as USDA says ' the well has run dry .’ (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and more Starbucks Q4 preview: Analysts caution over declining same-store sales SA analyst upgrades/downgrades: GOOG, INTC, AVGO, WBD Thermo Fisher said to eye $10B takeover of clinical trial software firm Clario Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 28
Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21) Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating from S&P in a first for a bitcoin treasury company. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WM, CLS, RMBS, and more Ark Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming' EU car sales rise 10% in September; Tesla continues losing market share, BYD gains ground Apple supplier Skyworks Solutions held talks to acquire rival Qorvo - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 27
Qualcomm is rallying after entering the AI accelerator market . (0:16) Organon CEO out amid scandal . (1:04) Looking at Pets.com 25 years later . (2:55) Show Notes Goldman’s cheap high-quality stocks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 27
Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RNA, HIVE, and more Trump dismisses speculation of vice presidential run in 2028 election Argentine midterms: Milei's party wins big as voters back his economic overhaul Copper nears record high on U.S.-China trade optimism Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 26
Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 24
Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25). Show Notes: Netflix Is Still King This Unbelievably Strong Stock Market Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 24
Alaska Airlines (ALK) IT outage halts flights . (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 24 Biggest stock movers Friday: F, INTC, NEM, and more Trump cancels trade negotiations with Canada over Reagan ad Intel perks up as PC, AI helps boost Q3 results, guidance Rivian reaches $250M settlement to resolve investor lawsuit over price hikes Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 23
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef : Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions . (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, IBM, and more Tesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profits IBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum accelerates Lam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quarters Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 22
The yellow metal remains under pressure as it nears correction territory . (0:16) Beyond Meat on a wild squeeze ride . (1:04) Meta laying off 600 superintelligence employees. (2:26) Show Notes Goldman’s top tech capex and R&D names Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 22
DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys . (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NFLX, DKNG, and more Netflix outlines ad revenue doubling in 2025 as new content and tech drive global engagement This AI bubble is ‘absolutely’ going to burst – analyst Tesla recalls select Model 3, Ys over battery connection failure Gold and silver suffer historic one-day drop but most analysts say long-term uptrend remains Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 21
As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale . (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers . (2:52) Show Notes Goldman Sachs’ Buyback Aristocrats Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 21
Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club : Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: CCK, DCGO, and more Argentina bailout: US currency swap deal inked, banks seek collateral for $20B loan PayPal to take over Carlyle stake in e-commerce firm Shopware - report Cleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiative Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 20
Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PLUG, RANI, and more Blackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive power Earnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, PG, GE, MMM, CLF, AGNC, and more Trump may cut a deal with China as markets bet on Fed easing: Jefferies Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 17
Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15). Show Notes: Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report Gold hits another record with bank worries in focus alongside trade, rate cuts Bank fears spread with wider market spooked over credit 'cockroaches' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 17
Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 17 Biggest stock movers Friday: U.S. bank stocks, and more Chinese carmaker BYD to recall record number of cars over design, battery issues Spirit Airlines to furlough 365 pilots, demote 170 others next year - report U.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa fees Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 16
Wells Fargo says fears about jobs and tariffs may actually boost festive spending . (0:15) Snowflake and Palantir team up . (1:55) Jack in the Box selling Del Taco . (3:02) Show Notes The fastest drive-thrus around BTIG’s top retailer picks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 16
Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue . (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: HPE, UAL, NIO, and more Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says Apple's first moving product could take the spotlight off Tesla's robot dreams Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 15
Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises . (1:16) Fund managers see AI bubble as the biggest risk. (3:09) Show Notes Driverless cabs coming to London Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 15
Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘ semi-rational ’ to own gold. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: VERI, PZZA, and more Luxury names surge after 13% pop in LVMH stock price Intel to launch new AI chip next year - report Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 14
J.P. Morgan , Goldman , Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips . (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14) Show Notes HSBC’s 10 stock picks going into earnings season Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 14
Papa John's (PZZA) soars after report of takeover offer . (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval . (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVTS, PII, and more Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms Off-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBS Robinhood to look for M&A opportunities in prediction 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 .
Oct 13
The companies team up for 10 gigawatts of custom AI accelerators . (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59) Show Notes 30 stocks showing signs of froth Beyond Meat craters Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 13
Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed . (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more Silver soars to decades-high in historic short squeeze as gold hits record Economists expect stronger economic growth, slower job gains - NABE survey Trump hints export controls on Boeing parts in response to China - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 12
President says ‘ don’t worry ’ as China says it won’t back down . (0:17) Big banks to report in Q3 earnings curtain-raiser . (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24) Show Notes The Air Jordan Economy More stocks to short Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 10
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Take the quiz: Investment News Quiz - Friday, Oct. 10 Biggest stock movers Friday: APLD, PATH, and more Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China China said to tighten customs checks on Nvidia AI chips Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 9
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50 . (2:06) Hollywood vs. AI . (2:50) Show Notes J.P. Morgan’s top tech stocks to short Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 9
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: AZZ, RELL, and more Microsoft plans healthcare AI push in Copilot with Harvard deal: report U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 8
CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts . (0:58) Dell rallies again. (1:58) Show Notes J.P. Morgan’s top consumer sector shorts Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 8
U.S. lawmakers urge broader China chip gear ban ; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: JOBY, OMI, and more ABB to divest robotics division to SoftBank for $5.38 billion BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers Intel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 7
Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53) Show Notes Paul Tudor Jones has that 1999 feeling Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 7
Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TMQ, STZ, and more Fire at aluminum plant seen disrupting business at Ford, other automakers - report Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project Archer Aviation up double-digits on potential ties to Tesla's special announcement Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 6
OpenAI will deploy six gigawatts of AMD GPUs . (0:15) Fifth Third and Comerica merge . (1:09) Granny Shots ETF riding high . (1:56) Show Notes Young Wall Streeters say this is the essential human skill in the AI era Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 6
Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: MU, QUBT, and more French Prime Minister Sebastien Lecornu resigns Four things for stock bulls to worry about other than the shutdown 40 alternative economic reports to utilize during the shutdown Boeing prepares for possible 737 MAX production hike this month - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 5
Government shutdown now seen lasting three weeks . (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup . (4:47) Bitcoin top $125,000 for first time. (2:57) Show Notes Which investing themes are ‘in’/‘out’ for H2 2020s Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Oct 3
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 3 Biggest stock movers Friday: AMAT, RUM, and more Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact Google VP says company plans to spin off life sciences unit Verily: report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 2
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34) Show Notes 12 top takeover targets in tech Caterpillar emerges as the new AI play Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 2
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RKT, STLA, and more Apple tables Vision Pro sequel to pursue smart glasses: report Trump holding off on pharma tariffs to negotiate more deals - report SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 1
With BLS down to one person , ADP payrolls jolt market with 32K drop . (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55) Show Notes Nike up on turnaround enthusiasm Reddit slumps as ChatGPT citations drop China’s Golden Week kicks off Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Oct 1
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, NKE, and more S&P 500 clocks strongest Q3 performance since 2020 UBS: U.S. lumber tariffs could add $8,900 to cost of building a home Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 30
Spotify’s Ek moves to chairman role after two decades as CEO . (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides . (2:45) Show Notes Is the labor market stronger than it seems? Wendy’s unveils Tendys Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 30
Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: UUUU, FLY, and more Trump’s Tariffs: Key announcements from September OpenAI's H1 revenue climbs 16% to $4.3 billion - report Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 29
Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever . (1:09) SEC fast-tracking end of quarterly earnings . (2:16) Show Notes BMO embraces S&P 7,000 by year end Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 29
Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: GSK, MLTX, and more Goldman's 48 potential M&A candidates SA Asks: What's the most attractive cloud stock right now? Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 28
September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39) Show Notes EA stock – it’s in play GameStop loses its last sell-sider 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 .
Sep 26
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna , Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30). Show Notes: Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush Wall Street rises after PCE index data comes in line Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 26
Trump slaps 100% tariffs on drugs , 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 26 Biggest stock movers Friday: INTC, GFS, and more Trump presses Japan, South Korea to pay billions 'upfront' in investments Italy's antitrust fines oil companies Eni, Esso, Q8 and others €937M for fuel market collusion Costco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerate Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 25
Three strong economic reports give the Fed doves pause . (0:15) CarMax gets clobbered . (1:55) High-flying Oracle gets a rare bear . (2:18) Show Notes Is the S&P the new risk-free rate ? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 25
Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow . (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RIG, IMRX, and more Qualcomm unveils new Snapdragon chips for mobile, PCs at summit Lithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking' Delta said to replace engine units on A320 fleet to address toxic fume leaks Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 24
NFL Commissioner says the league is leaving money on the table . (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor . (2:57) Show Notes Goldman predicts AI productivity, GDP boost Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 24
Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake . (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, MU, and more Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply OpenAI, Oracle reveal first Stargate data center in Texas: report Russian fuel crisis grows as Ukraine steps up drone attacks on refineries Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 23
Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model . (1:17) Nissan shows off AI self-driving . (2:08) Show Notes Nvidia is keeping the U.S. out of a recession Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 23
Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: SAVA, CLSK, and more U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report 10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI Trump administration re-evaluating $2.3B loan for Lithium Americas mine - 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 .
Sep 22
Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, MTSR, and more Trump officials reportedly set to link Tylenol use during pregnancy to autism Samsung stock hits year’s high following report of Nvidia approval Saks is said to be in talks to sell stake in Bergdorf Goodman Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 19
We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15). Show Notes The Paradigm Shift No Investor Can Ignore Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 19
FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) Episode transcripts seekingalpha.com/wsb . Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 19 Biggest stock movers Friday: XXII, FDX, UPS, and more Nvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: report Judge rules Amazon violated consumer law in Prime billing case Deutsche Bank CEO Christian Sewing to face multimillion-dollar 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 .
Sep 18
ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a ' good investment ' opportunity. (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: IONQ, CBRL, and more Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity Trump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FT OpenAI & SoftBank's Japan AI venture delayed - 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 .
Sep 17
Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘ risk management .’ (1:42) Show Notes 6 stocks for a Fed 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 .
Sep 17
US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake , cites strong progress. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Listen: Historic Day At The Fed With Danielle DiMartino Booth Biggest stock movers Wednesday: NFE, WDAY, and more Top 10 S&P 500 performing stocks ahead of the Fed's rate decision RCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - update Chinese tech stocks extend rally as AI spending spree intensifies Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 16
A cup of Joe could see big price hikes with futures surging . (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53) Show Notes Could the Fed see an unprecedented tie vote? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 16
Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform . (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WBTN, PLAY, and more Oracle pops on report of involvement in TikTok deal Google to invest £5B for AI development in UK Dave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocus Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 15
The president says ending quarterly reporting will save money . (0:15) Elon Musk buys $1B in Tesla stock . (1:27) Alphabet joins the $3 trillion club . (2:37) Show Notes OpenAI chairman agrees there’s AI bubble Bessent says TikTok deal framework agreed Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 15
The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Webinar today: 6 Stocks Poised to Benefit From a Rate Cut Biggest stock movers Monday: MGA, FMST, and more Trump likely to extend TikTok deadline for the fourth time - report Many Americans use AI chatbots for financial advice, some with regret Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 14
Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds . (2:50) OpenAI sees lower rev share with Microsoft. (3:46) Show Notes Seeking Alpha analysts’ top dividend stocks 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 .
Sep 12
Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55). Show Notes Trump seeks to oust Lisa Cook before Fed's policy meeting next week U.S. stocks mixed as investors look for direction with Fed decision looming CPI in charts: Annual core inflation rate holds at 3.1% in August Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 12
Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer . (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod - report. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Investment News Quiz - Friday, Sept. 12 Biggest stock movers Friday: ADBE, SMCI, and more United CEO sees Spirit Airlines going out of business - report Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter Nvidia's supplier SK hynix ready with next-gen memory chip for 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 .
Sep 11
Core CPI sticky , but arrives as expected. (0:15) Jobless claims hit four-year high . (1:25) The humanoid robot that can cook. (4:24) Show Notes What did an AI-simulated Fed meeting reveal? Apple downgraded on AI doubts Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 11
Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: OPEN, RNA, and more Carrier warns of 40% residential HVAC drop, highlights data center growth Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market Opendoor names new CEO, co-founders rejoin board Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 10
Buy-now-pay-later company Klarna raised $1.37 billion with its IPO . (0:15) Wholesale inflation comes in cool . (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28) Show Notes Chewy tumbles on profit drop Wells Fargo sees S&P 7,200 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 10
Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share , valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ORCL, SNPS, and more Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong Trump administration moves to regulate pharmaceutical ads on TV and social media Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 9
The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution . (1:12) Citi warns of a memory shortage . (2:03) Show Notes Goldman’s top investment opportunities for 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 .
Sep 9
Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WOLF, PL, and more BYD sees car brand wipeout in China as manufacturers go overseas - report Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox Intel shuffles execs as it looks to boost growth; former co-CEO to depart Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 8
Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16) Show Notes The non-tech sectors talking 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 .
Sep 8
Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion ; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more Amazon to end long-running Prime invitee program ASML is said to become top investor in French AI startup Mistral Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 7
The CPI hits on Thursday with eyes on prices amid recession concerns . (0:17) Kroger earnings could benefit from a switch to value . (2:23) OpenAI boosts spending outlook to $115B. (3:18) Show Notes Wedbush’s top AI trades through the end of the year 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 .
Sep 5
Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45) Take our Investment News Quiz! Show Notes Wall Street's major averages slide after briefly tagging record highs as payrolls data lands Broadcom surges after Q3 results, new customer announcement makes analysts 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 .
Sep 5
Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: LULU, AVGO, DOCU, and more Anthropic expands AI access restrictions to China-controlled firms over security concerns Trump to impose tariffs on semiconductor imports from companies not moving production to the US Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud 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 .
Sep 4
Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF . (2:15) Job cuts this year already exceed 2024’s total. (3:07) Show Notes Salesforce slumps post-earnings RFK Jr. reportedly replacing more vaccine panel members Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 4
NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off . (01:51) Gold reaches another record high. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CRM, AI, FIG, and more Tesla robotaxi app now open to public riders Salesforce slides despite solid Q2 results as Q3 outlook appears mixed Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: 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 .
Sep 3
Holiday spending seen posting biggest decline since pandemic . (0:15) Macy’s rallies , while Dollar Tree warns on tariffs . (1:35) Job openings slump . (3:11) Show Notes Chick-Fil-A goes global Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 3
Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more U.S. holiday spending likely to see sharpest decline since pandemic - PwC NuScale surges on partnership with TVA for 6 GW of small modular reactors Blackstone buys $819 million worth trophy office in central Paris Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Sep 2
Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff . (2:59) Show Notes The most overbought global 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 .
Sep 2
Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: FTNT, ULCC, and more Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - 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 .
Aug 31
The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade . (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23) Show Notes Earnings Calendar Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 29
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15). Show Notes Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook More Volatility Ahead In This AI Bull Market Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 29
Caterpillar raised the expected annual and quarterly impact of tariffs on its results . (0:15) Marvell Technology slumps on disappointing outlook . (0:58) Venture capitalist to be interim head of CDC . (2:02) Show Notes Alibaba misses earnings expectations UnitedHealth under pressure over loans Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 28
Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40) Show Notes Lumber on the brink of bear market territory as tariff-driven rally fizzles out Teva gets FDA nod for generic version of Novo's weight loss drug Pending home sales dip 0.4% in July, weaker than expected Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 28
Nvidia tops expectations, but forecasts zero China sales . (0:15) White House says it has fired newly-appointed CDC director . (2:28) Tesla European sales continue to slide . (3:25) Show Notes Snowflake rallies as AI boosts revenue YouTube, Fox avert blackout for now Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 27
Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50). Show links: 'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10 Trump admin outlines rare earth plan to break China's dominance Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 26
Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15). Show links: The firing of Lisa Cook might be a warning for Powell IBM and AMD join hands to build future computing Gilead granted EU nod for twice-yearly HIV PrEP therapy AT&T strikes $23B deal to buy spectrum licenses from EchoStar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 25
Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10). Episode transcripts: seekingalpha.com/wsb Show links: Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth Home sales falling through at highest rate in years Abercrombie & Fitch announces fashion partnership with NFL Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 24
The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole , the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19) 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 .
Aug 22
Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30). Episode transcripts: seekingalpha.com/wsb Show links: Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks Chip stocks gain after Fed Chair Powell's speech at Jackson Hole Cleveland Fed Pres. Hammack: Inflation is too high and trending higher Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 22
Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: ZM, NIO, and more Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid Nvidia to halt work on China-focused H20 AI chip - report Tesla's fastest Cybertruck variant now costs $15,000 higher in the 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 .
Aug 21
Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: COTY, NDSN, and more Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS Palantir shorts reap billions amid selloff - report 10 standout tech stocks to watch as the Nasdaq slides Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 20
Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination . (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: FUTU, ALC, and more U.S. expands 50% steel, aluminum tariffs to 407 products, including auto parts Individual investors likely to slow stock buys in September – Citadel’s Scott Rubner How does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo? Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 19
Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data . (2:43) Show Notes The Not-So-Nifty 50 revival 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 .
Aug 19
Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PANW, BLNK, and more Zelenskyy courts Trump with $90B defense package for U.S. protection Nvidia said to develop new AI chip for China that beats the H20 Arm Holdings said to poach Amazon AI chip exec Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 18
Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list . (0:15) Dayforce surges on takeover speculation . (1:17) Soho House goes private for $9 a share . (2:16) Show Notes Stocks retail investors love 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 .
Aug 18
Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking . (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: NVO, DAY, and more Stocks retail investors like the least Stocks retail investors love the most Tesla almost halves monthly leasing payments in UK as sales drop - 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 .
Aug 17
Markets expect the Fed chief to signal a rate cut, but will he ? (0:17) Walmart earnings: bull case and bear case . (3:01) Another Meta AI revamp ? (5:06) 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 .
Aug 15
Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMAT, UNH, and more Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays Cathie Wood bets big on Bullish IPO, buys over 2.5M shares Oracle to offer Google’s Gemini AI models to its 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 .
Aug 14
The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch . (3:27) Concern over Meta AI bot behavior. (4:29) Show Notes Ethereum to $15,000 by year end? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 14
Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: COHR, RRGB, and more Foxconn sees AI server demand growing after Q2 profit soars Two Pentagon projects set to be axed, risking costly do-over - report Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 13
CAVA slides after comparable sales disappoint . (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs —potential rival to Musk's Neuralink - report. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWV, INTA, and more Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’ Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report AI firm Perplexity makes $34.5B bid for Google's Chrome browser: 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 .
Aug 12
The consumer price index held few surprises , boosting stocks. (0:15) Sea Limited rallies on solid revenue . (2:21) Have a good talk with Barbie AI ? (3:31) Show Notes Citi boosts its S&P target Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 12
Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Pot stocks, BBAI, and more China urges firms not to use Nvidia's H20 chips, Bloomberg reports Trump signals openness to Nvidia selling scaled-back Blackwell to China Archer Aviation Q2 loss widens Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 11
AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01) Show Notes The best sectors for tactical investors Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 11
U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Crypto stocks, AI, and more Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ Palantir’s record run tests investor faith as valuation soars to S&P 500 peak Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 10
The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings . (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34) 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 .
Aug 8
Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC . (0:15) OpenAI unveils GPT 5 . (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32) Show Notes The Trade Desk shares get hammered Intel CEO reaffirms commitment to the company Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 7
Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired . (5:05) Show Notes Warner Bros. Discovery mixed 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 .
Aug 7
TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch . (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ABNB, DKNG, and more The Week After: How has MSFT performed since FQ4 earnings? AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 6
The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble . (2:21) Telsa, Musk sued over robotaxi. (2:46) Show Notes The competition for ‘dip alpha’ is heating up Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 6
Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: AMD, ANET, SMCI, and more Super Micro sinks as Q4 results, Q1 outlook falls short Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification AMD dips after earnings; revenue beats expectations, but data center growth slows Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 5
The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years . (1:14) The story of the rupee is somewhat too sensational. (3:17) Show Notes Don’t jump out of the saddle when stocks slide Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 5
Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, HIMS, and more Taiwan Semi starts legal actions against potential trade secret violators - report Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita Vertex Pharmaceuticals stock falls as pain drug fails in phase 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 .
Aug 4
The interim award is aimed at keeping Elon Musk in the CEO slot until 2027 . (0:15) Watch out, Duke & Duke. Orange juice futures tumble . (2:42) Charts point to seasonal weakness for the S&P. (3:31) Show Notes Tyson Foods rallies after higher beef prices power a beat-and-raise quarter Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 4
Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BLDE, COMM, and more Amphenol set to acquire CommScope unit in $10.5B deal - report Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS SA Graphics: Here are the biggest S&P 500 winners and losers in July Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 3
With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49) 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 .
Aug 1
Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10). Show Notes: Wall Street slumps to a negative close as trade jitters counter earnings euphoria UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Aug 1
Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, FIG, and more Amazon posts a powerhouse quarter again; shares fall as guidance is weighed Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show' Trump issues 60-day ultimatum for big pharma to lower drug prices Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 31
Microsoft joins Nvidia with $4T market cap after ‘ slam dunk ’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher . (1:06) Fed’s favorite inflation gauges comes in hot . (1:46) Show Notes Tesla robotaxi chauffeurs? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 31
Apple (AAPL) expected to report ' good headline numbers ' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview . (00:24) Bessent: Trump baby accounts ' a backdoor ' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: META, MSFT, and more Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 30
The FOMC keeps rates steady , but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50% . (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46) Show Notes Q2 GDP tops forecasts, but underlying growth a worry Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 30
Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, SOFI, LC, and more SoFi Technologies stock stumbles after pricing $1.5B share offering Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance Meta faces Italian regulator's probe over AI service in WhatsApp Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 29
UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales . (1:31) Union Pacific and Northern Southern seal merger . (5:07) Show Notes UPS fails to provide outlook amid macro uncertainty Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 29
Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav ; Wiedenfels to head networks unit 'Discovery Global'. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TLRY, PHG, and more U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips Medicare Part D premiums will sharply rise in 2026 - report Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 28
Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20). Show Notes: AI may hold the key to the U.S. debt problem Apollo economist says Luckin Coffee's early test of U.S. expansion goes smoothly LNG producers surge after Europe pledges $750B purchases in U.S. trade 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 .
Jul 28
Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal . (1:01) Baidu unveils next-generation digital human technology. (1:52) Show Notes Trump says a trade deal with China is close Huawei unveils potential Nvidia rival Investors shift to value amid meme froth Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 27
The Fed is expected to keep rates steady , but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44) 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 .
Jul 25
Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45). Show Notes: Waiting On Tech Earnings, Don't Overplay Market Seasonality Alphabet Q2 2025 earnings call transcript Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives Chipotle Q2 2025 earnings call transcript Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 25
Paramount (PARA) (PARAA) gains as FCC approves Skydance merger . (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: INTC, PARA, and more Google said to have bagged $1.2B cloud contract from ServiceNow What analysts are saying about Tesla Dow shares tumble as company swings to loss, slashes dividend amid global weakness Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 24
Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning . (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07) Show Notes Would replacing Powell at Fed really save on debt? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 24
Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve , escalating pressure on Chair Powell. (02:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, IBM, and more Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 23
A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates . (1:37) Fiserv slumps . (2:04) Show Notes Who is paying the tariffs so far? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 23
Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack , citing lax security. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: TXN, ENPH, and more Trump's 'AI Action Plan' for potential global dominance due today SpaceX alerts investors to possible Musk return to U.S. politics Palo Alto deal for SentinelOne would be a major strategic shift - 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 .
Jul 22
Philip Morris reports surprise cigarette strength . (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze . (3:20) Show Notes Why high-beta stocks are threatening the broader market Two AI models claim victory in math Olympics Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 22
SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: MEDP, NXPI, and more FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer Server hack on Microsoft affects 100 organizations - report U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 21
Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance . (1:14) Sarepta struggles as it defies FDA . (2:00) Show Notes Figma looks to raise $330 million in 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 .
Jul 21
Microsoft (MSFT) server software hit by widespread cyberattack . (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: XYZ, and more Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report SA Asks: What's the most attractive robotaxi stock right now? Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 20
Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37) 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 .
Jul 18
Crypto legislation back on track , Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15). Show links: New crypto laws will make US ‘Crypto capital of the world’ Joby Aviation set to double production at California facility Johnson & Johnson Q2 2025 Earnings Call Transcript Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 18
Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NFLX, NSC, and more Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries Sarepta plunges after third patient death tied to gene therapy - report AI search startup Perplexity valued at $18B after new funding - 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 .
Jul 17
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00). Show links: Wall Steet moves higher after the latest retail sales report and further earnings data Biggest stock movers Thursday: TSM, UAL Netflix Is Still King Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 17
Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, UAL, and more Is Mexican Coke coming to America? AI bubble bigger than dot-com? Apollo economist sounds the alarm Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 16
Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies . (1:16) June PPI comes in soft on services disinflation. (3:23) Show Notes ‘Red flare’ on housing market Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 16
MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, GPN, and more Nvidia CEO calls Chinese AI models ‘world class’ Trump eyes drug, chip tariffs by month-end Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner 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 .
Jul 15
Tariff inflation popped up as the yearly CPI rate moved higher . (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52) Show Notes Stocks most and least likely to beat on 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 .
Jul 15
Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVDA, TTD, and more TikTok trying to propose Canada security solution amid looming order to shut operations Moody's chief economist fires 'red flare' on housing market Stocks most and least likely to beat their earnings expectations – BofA Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 14
Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp . (2:33) Show Notes Goldman’s out-of-consensus 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 .
Jul 14
Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, and more Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales Bitcoin soars past $120K for the first time 'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 13
Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59) Show Notes Earnings Calendar Dividend Roundup UBS top and bottom 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 .
Jul 11
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40). Show Notes: Nvidia hits $4 trillion market cap Netflix Is Still King Most Fed officials see rate cut as appropriate this year: FOMC minutes Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 11
Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto stocks, and more Tesla applies to test robotaxis in Phoenix, Arizona - report Trump to make 'major statement' on Russia on Monday, eyes sanctions - report Brazil tariff shock rattles Dutch Bros as coffee futures climb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 10
Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s . (2:18) Show Notes Disney+ adds more UK shows Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 10
McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: KLG, DAL, and more Autodesk considers acquisition of software firm PTC: report Intel prices Mobileye share sale Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - 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 .
Jul 9
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10). Show Notes Copper retreats from record high, crude oil gains after EIA forecast U.S. stock futures inch higher as tariff updates remain in focus Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 8
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips . (1:44) Three things Tesla’s board should do. (2:37) Show Notes Goldman, BofA up S&P targets Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 8
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WOLF, CIEN, and more Trump says U.S. will send more weapons to Ukraine after last week's pause Epic Games settles antitrust app store case against Samsung China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 7
The Chinese EV company has an SUV with its own Turing chip . (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52) Show Notes CoreWeave to buy Core Scientific Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 7
Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1 . (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut , global total tops $318M. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, WNS, and more Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations Carney says possible oil pipeline project is 'highly likely’ in Canada Oracle is said to offer big discounts to U.S. government on software Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 6
Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear . (1:54) Elon Musk announces American First party. (2:14) Show Notes Tech picks for Q3 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 3
Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30) Show Notes Ford CEO says AI will take 50% of white collar jobs Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jul 3
Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake . (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TRIP, DDOG, and more Ford CEO: AI will replace half of all white-collar workers in U.S. Datadog surges after placement on S&P 500 Google proposes fresh changes to search results to comply with EU's antitrust rules: 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 .
Jul 2
The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill . (2:35) Show Notes Quantum stock Rigetti gets a bull 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 .
Jul 2
Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint ; shares rise in after-hours trading. (02:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: VRNT, CNC, and more All 22 banks pass Fed's 2025 stress test on capital levels Baidu revamps search engine with AI features, voice functionality - report Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June Intel's new CEO said to weigh ending 18A marketing to new 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 .
Jul 1
President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of the Amazon machines . (3:22) Show Notes Top tech stocks for the rest of ‘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 .
Jul 1
Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed . (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TSLA, AVAV, and more Musk threatens to oust Trump tax bill backers, floats new political party Hershey to remove artificial food dyes from products by 2027 - report Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 30
The companies are reportedly battling over sales of the Switch 2 on Amazon U.S. (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box office . (2:49) Show Notes Oracle rallies on CEO comments, upgrade Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 30
UK-US trade deal : immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout . (02:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: U.S. banks, JNPR, and more Renewables industry reels as Senate megabill unveils new excise tax Indonesia plans to cut import red tape, pitches critical minerals investment to U.S. Tesla launches V4 superchargers in China Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 29
Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear . (1:06) Senate GOP clears bill hurdle . (2:12) Show Notes Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 28
Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode . Show links: Danielle DiMartino Booth On America's Game Of Thrones S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again Should We Trust Economic Data? With Danielle DiMartino Booth Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 27
Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15). Show links: S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls 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 .
Jun 27
Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NKE, TM, and more SA Asks: What are the best crypto stocks right now? Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade Enphase Energy surges to top of S&P 500 on solar tax credit 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 .
Jun 26
The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid. (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV . (4:11) Show Notes Palantir signs deal with The Nuclear Company JetBlue’s second-largest investor threatens to sell Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 26
Jane Street co-founder said to have been ‘ duped ’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: FUL, KTOS, and more Meta recruits three OpenAI researchers for superintelligence push - WSJ Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices AT&T executives advocate shifting from copper landlines to fiber Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 25
Roundhill files for Humanoid Robot ETF . (0:15) More housing market cracks as new home sales sink . (1:28) Walmart testing out Dark Stores . (3:51) Show Notes Nvidia gest new Street-high price target Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 25
Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU , registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed Top 10 S&P 500 performers year-to-date as the index nears record 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 .
Jun 24
The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles . (1:39) Trump lashes out at Israel and Iran. (2:04) Show Notes Oil prices sink on Iran export expectations Doughnut divorce Speeding Tesla 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 .
Jun 24
The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: TDOC, CHWY, and more China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says Tesla robotaxis violate traffic laws, spark federal scrutiny UK's competition regulator proposes new status for Google in search to increase control Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 23
Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, NTRS, and more DeepSeek aids China’s military, evades export controls - report Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO Retail investors cool on big tech after spring rebound, WSJ reports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 20
Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks ; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: CRCL, GMS, and more Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 19
Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 18
Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05). Show Notes: Housing starts plunge more than expected in May, building permits also drop Netflix quietly slides into live TV business via partnership with France's TF1 Alibaba-backed MiniMax mulls Hong Kong IPO - report Marvell rises as analysts praise custom AI event announcements Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 18
Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation . (1:14) Traders watching this pizza indicator . (2:19) Show Notes Hexagon launches new humanoid robot What is MiniMax? X sues New York Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 17
Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love . (3:49) Show Notes The 5 mega forces driving equity conditions Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 17
Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Solar stocks, and more G7 Summit: Leaders said to draft strategy to secure critical mineral supply Eli Lilly nears $1.3B deal for Verve Therapeutics - report U.S. and UK reach tariffs deal at G7, steel imports unresolved Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 16
Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads . (0:51) Cocoa prices cooling . (2:09) Show Notes The Fed ‘hates’ Trump’s policies Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 16
Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: SRPT, CSCO, and more What are stablecoins? U.S. pushes Vietnam to reduce reliance on Chinese tech - report Japan, Europe and China tipped to outperform U.S. stocks over next decade Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 15
Trump promises peace between Israel and Iran ‘ soon .’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06) Show Notes Earnings Calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 14
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Show links: Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession ? War Scenarios: A Guide For Investors Episode transcripts: seekingalpha.com/wsb Get 20% off James' Successful Portfolio Strategy Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 13
Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025. Show links: Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint Is the IPO market back? Market Pricing In Status Quo Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 13
Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike Oracle stock surge bumps Larry Ellison to world's second richest person Air India crash is likely to draw scrutiny to airplane configuration at take-off Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 12
Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks . (2:04) GameStop sinking again. (3:02) Show Notes A.I. Joe – The Unreal American Hero BlackRock looks to dominate crypto Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 12
Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27 , above expected band, raising $864M. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ORCL, OKLO, and more Huawei ‘has China covered’ if US stays out, says Nvidia CEO What's hot and what's cold in the beverage sector China to place six-month limit on rare earth export licenses for U.S. firms - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 11
CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53) Show Notes More nuclear-AI love Tesla sets tentative robotaxi debut date Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 11
Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, PLAY, and more JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon' U.S. and China agree on framework over trade disputes; leaders nod pending Elon Musk regrets some of his posts about Donald Trump, says 'went too far' Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 10
The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola . (1:13) Novo Nordisk up on activist stake report. (2:30) Show Notes Citi boosts its S&P target and earnings forecast Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 10
UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner , not as an adversary, says AmCham. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: LMNR, NVO, and more Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids Meta's Zuckerberg hiring to form 'superintelligence' AI team - report Walt Disney closes deal to fully acquire Hulu Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 9
The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades . (1:13) Hedge fund managers goes from meme stocks to flying taxis . (1:54) Show Notes Shakeup coming in one of the biggest gold ETFs Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 9
Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Air mobility stocks, and more China's trade surplus widens amid weaker exports and deeper import slump IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal U.S. solar manufacturing surges, but installations set to decline over next five years Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 8
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud . (1:57) Was the April low a good sign for the market? (5:47) Show Notes Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 6
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00). Episode transcripts: seekingalpha.com/wsb Show links: Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 6
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand . (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TSLA, DOCU, and more Amazon set to test AI-powered humanoid robots for deliveries - report Rent the Runway's refreshed inventory lures in new shoppers DocuSign crashes as company lowers full-year billings guidance Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 5
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up . (3:48) Show Notes ETF inflows surge Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 5
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MDB, TOPS, and more Trump signs travel ban for citizens from 12 countries, citing security concerns Canada to hold off response on higher U.S. metals tariffs Global energy investment to touch record $3.3 trillion in 2025, IEA says Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 4
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth . (0:57) UnitedHealth cancels former CEO stock awards. (3:50) Show Notes Highest-conviction picks from Jefferies Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 4
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWD, HPE, and more Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter Wells Fargo's asset cap is lifted by Federal Reserve after seven years Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions' Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 3
Mattel Studios will combine the toymaker’s movie and TV units . (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion . (3:04) Show Notes Meta buying nuclear power Is the tech rally vulnerable? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 3
Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off ' several hundred ' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: CRDO, BMBL, and more U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report Toyota Industries receives take-private offer from Group companies Huawei sets June 11 launch date for Pura 80 series smartphones Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 2
Meta intends to help brands create ad concepts with AI tools it’s developing . (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax . (2:43) Show Notes New AI stock darling Nebius looks to raise cash Morgan Stanley still bullish on U.S. exceptionalism Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 2
Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Samsung said to be close to wide-ranging deal with Perplexity for AI features Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs China 'firmly rejects' Trump's accusation on Geneva trade deal breach Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Jun 1
May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point . (5:24) Show Notes Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 30
Nvidia gets another shrug from Wall Street post- earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25). Show Notes: Wall Street ekes out gain, bonds rally after weak GDP data Costco outpaces Walmart and Target again in the U.S. Salesforce Q1 Earnings Call Transcript Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 30
Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MRVL, PATH, GAP, and more Costco outpaces Walmart and Target again in the U.S. SEC ends legal battle with top crypto exchange Binance Nvidia, Dell to provide new supercomputer to US Department of Energy Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 29
Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39) Show Notes Now might be the time for this ultimate contrarian trade Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 29
Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: NVDA, AI, and more U.S. pauses exports of airplane engine tech to China - report Google starts direct online sales in India of Pixel smartphones Tesla eyes June 12 as the launch date for its robotaxi service in Austin Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 28
Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: OKTA, BOX, and more SpaceX's Starship loses control mid-flight, 30 minutes after launch Texas governor signs law mandating age verification on Apple and Google app stores Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 27
Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: INFA, PRTA, and more Trump says US Steel will remain under American control with Nippon deal SA Asks: What are the best robotaxi stocks right now? Trump’s $175B missile shield is said to face steep tech, budgetary challenges Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 25
Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48) Show Notes Earnings Calendar The ticking fiscal time bomb Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 23
Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30). Show Notes: Target Q1 Earnings Call Transcript Tech Stocks - Focus On What Management Isn't Talking About Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 23
Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: WDAY, INTU, and more Japan could trigger a ‘global financial market Armageddon’ – SG Supreme Court preserves Fed independence, lets Trump shake up other agencies Nuclear names surge as Trump set to sign orders to boost industry Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 22
Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop . (1:03) Solar stocks get hammered . (3:19) Show Notes The most crowded hedge fund longs Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 22
Trump: Time would seem right to take Fannie Mae, Freddie Mac public . (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNOW, URBN, and more Microsoft files legal action against malware Lumma Stealer Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 21
The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20) Show Notes Man United bears rooting for Spurs Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 21
Trump unveils vision for $175B ‘ Golden Dome ’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy : report. (03:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: PANW, TOL, and more Elon Musk on robots, litigious shareholders, and AI SA Asks: Can retailers afford to eat tariff costs? Kraft Heinz considering strategic options to unlock value Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 20
The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39) Show Notes Mickey Mouse joins F1 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 20
Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ASAN, ASPI, and more Fed likely to stay in wait-and-see mode till at least September Alphabet's Waymo cleared to expand robotaxi service in Bay Area Intel mulls sale of networking and edge unit - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 19
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30) Show Notes Costco’s sales of Kirkland brand rival Lowe’s and P&G Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 19
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate . (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, and more Trump warns Walmart not to blame tariffs for higher prices Ant Group's overseas unit brings in $3 billion ahead of spinoff - report Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 18
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings . (2:29) Show Notes We’re seeing the fastest Fed-driven housing slowdown ever Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 16
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05). Show Notes: Can UnitedHealth turn it around? Walmart Q1 2026 earnings call transcript Shopify targets sustained growth Saudi Arabia AI deals were 'bullish eye opener' for tech investors Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 16
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA , COF stakes, among other Q1 moves. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SPCE, AMAT, and more Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate Trump, UAE president unveil new 5GW AI campus in Abu Dhabi CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 15
WMT execs say suppliers and retailers can’t absorb all the higher costs . (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday , McDonald’s! (4:03) Show Notes The signposts for market stability Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 15
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud ; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, BNGO, and more Trump asks Apple to stop moving iPhone manufacturing to India - report The Monopoly ETF, a new SEC filing that targets market titans China lifts curbs on export of rare earth minerals to the U.S. Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premium Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 14
Chip and AI stocks are getting their mojo back with Mideast deals . (0:15) AMD announces $6B buyback . (2:59) Starbucks baristas strike over dress code . (3:29) Show Notes ‘Gandalf’ calls crypto ‘rat poison’ Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 14
Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, SONY, and more Tesla may get new pay package for CEO Elon Musk - report EU said to weigh higher tariffs on Ukrainian imports to protect its farmers Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 13
The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down . (2:08) AMC announces 50% off Wednesday movies. (3:36) Show Notes Goldman Sachs boosts S&P target in wake of tariff détente Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 13
FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: COIN, HTZ, and more Inflation expected to firm up in April's CPI print U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip U.S. reduces China 'de minimis' tariff rate to 54% from 120% India moves to retaliate against Trump’s tariffs amid trade talks McDonald's bets on growth with plans for 375K new hires - update Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 12
U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion . (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent Seven, and more Top EV battery maker CATL seeks to raise $4B in Hong Kong listing Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 11
Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts . Show links: Masters In Business Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates Trump says China wants to make a trade deal, open to lowering tariffs if talks go well Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 10
Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends. Episode transcripts seekingalpha.com/wsb . Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript Boot Barn is tipped by BTIG to be a retail sector outperformer Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 9
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: seekingalpha.com/wsb Show links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements US-UK trade deal to increase access to billions of dollars of US products, Trump says Trump suggests cutting China tariffs to 80% Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 9
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler . (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: PINS, AFRM, and more Nvidia to downgrade H20 chips for China after U.S. export restrictions - report VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upside Trump administration seeks tariff reductions and rare earths concessions in China talks - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 8
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode . Episode transcripts: seekingalpha.com/wsb Show links: U.S. GDP contracts in Q1 as imports swell, price index jumps President Trump says Q1 GDP actually rose when excluding imports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 8
U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more Trump set to unveil trade deal with UK on Thursday - report Alphabet shares tumble as Apple exec expresses search concerns Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 7
Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out . (1:09) White House ready to kill the AI diffusion rule . (2:55) Show Notes Disney announces Abu Dhabi theme park Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 7
WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, UPST, and more Trump teases 'very, very big' announcement, says 'not necessarily' on trade Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions Amazon's Zoox issues software recall, plans to scale up robotaxi production Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 6
The companies announce a robotaxi partnership . (0:15) U.S. goods and services deficit widens . (1:36) OpenAI to buy coding tool Windsurf . (4:17) Show Notes Palantir gets big backing from Wall Street analysts BofA gets bullish on energy Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 6
Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, F, and more DoorDash to buy UK food delivery firm Deliveroo for $3.9B Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 5
Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO . (3:06) Skechers agrees to buyout offer . (3:19) Show Notes Equity ETFs are still hot despite market waves Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 5
Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50). Show Notes: Taiwan dollar surges amid global trade drama Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures Stock index futures in red as investors brace for Fed's upcoming rate decision Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 4
The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market ? (3:56) Show Notes Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 2
Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55). Episode transcripts: seekingalpha.com/wsb Show links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts Microsoft Earnings Call Transcript What analysts are saying about Amazon Starbucks tumbles as analysts push back the turnaround timeline UPS Q1 2025 Earnings Call Transcript Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 2
Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, AAPl, RDDT, and more Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend Key takeaways from Reddit's Q1 report, amid double-digit stock gain Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report Trump signs order to end funding for NPR, PBS Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 1
Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN . (2:56) Show Notes Kohl’s CEO fired for cause Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
May 1
Biggest stock movers Thursday: MSFT , META , and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Trump administration said to be investing $500M on developing universal vaccines Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard Ford said to abandon effort to develop Tesla-like electronic brain Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 30
Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool . (1:38) Taco Bell is the star of Yum! Earnings. (2:49) Show Notes Wells Fargo likes these utilities stocks House GOP looks for EV road tax Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 30
Sony (SONY) shares surge on potential semiconductor spin-off . (00:25) Waymo (GOOG) (GOOGL), Toyota (TM) to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping . (01:50) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, SMCI, and more General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk Fed's preferred inflation gauge expected to cool further in March Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 29
Press secretary calls notion of Amazon listing tariff costs ‘ hostile and political .’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56) Show Notes Morgan Stanley’s quality stocks to double down on Hims & Hers soars on Wegovy deal Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 29
Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview : Eyes on international sales amid tariff uncertainties. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NXPI, BP, and more Canada election: Carney's Liberals win as Trump threats fuel party's comeback Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 28
The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes ? (0:56) Goldman is optimistic on dividends . (4:00) Show Notes Chinese tea chain Chagee launches in U.S,
Apr 28
Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TM, AMPY, and more Big Tech faces high-stakes earnings week amid tariff jitters Trump ties tariffs to potential tax cuts for middle-income earners Shein is said to raise U.S. prices up to 377% with new tariffs looming Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 27
Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58) Show Notes Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 25
Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30). Episode transcripts: seekingalpha.com/wsb Show links: Netflix Q1 Earnings Call Transcript Fed's Kashkari says resolution of trade frictions would lift economic uncertainty Trump Playing Chicken With The World? Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 25
Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: GOOG, INTC, and more China mulls exempting select U.S. goods from 125% tariffs - report Alphabet CEO signals personal ownership optionality for Waymo robotaxis Apple to shift assembly of all US iPhones to India by 2026 - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 24
Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20). Show Notes: Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold Tesla Q1 Earnings Call Transcript Stressful Markets, But Lots Of Opportunities In Tech Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 24
IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21) Show Notes Trump reportedly considering auto tariff relief PBOC governor espouses free trade Netflix leadership looking at $1T valuation Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 23
Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20). Show Notes: Bessent says full China trade deal may take two to three years - report Longer-end yields tumble as Trump eases Fed fears Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2% Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 23
President Trump says he has ‘ no intention ’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done . (2:34) Intel looking to cut 20% of workforce . (3:50) Show Notes Futures rally as Trump backs off on replacing Powell FDA spooks bald men Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 22
GE , Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating . (3:22) Show Notes What to make of Amazon after 30% drop Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 22
DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NVO, MEDP, and more Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting U.S. pushes India for full ecommerce market access for trade deal - report Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 21
The dollar index hits its lowest level since early 2022 . (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04) Show Notes Chipotle to open in Mexico Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 21
Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, NFLX, and more China warns against U.S. side deals, threatens retaliation if interests are compromised U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence Trump economic approval rating hits new low - CNBC Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 20
Earnings season ramps up . (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings . (4:12) Show Notes Earnings Calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 17
Lilly’s diabetes pill meets Phase 3 trial goal . (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48) Show Notes The market is still too rosy on the economy Apple gets a vote of confidence Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 17
SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of ' smart driving ' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, AA, and more Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S. CBP says $500 million collected in reciprocal tariffs since April 5 Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 16
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show Notes The bad idea of creating a recession to lower rates Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 16
U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup , calls for CEO to step down - report. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, UAL, and more United beats FQ1 estimates but issues profit warning if economy stalls AST SpaceMobile seesaws amid takeover, contract speculation Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 15
Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome . (5:01) Show Notes What history shows us about tariffs and earnings Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 15
China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030 : report. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ERIC, BA, and more New tariffs? U.S. probes pharma, chip imports' impact on national security SA Asks: How will higher tariffs impact Disney? AMD to make CPU chips at TSMC's Arizona plant Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 14
The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36) Show Notes 50 most liquid stocks 50 least liquid stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 14
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Tech stocks, and more Which stocks are least liquid? Goldman Sachs lists 50 of them Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz China suspends rare earth exports as trade war with U.S. escalates - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 13
Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30) Show Notes Earnings Calendar Most liquid stocks Least liquid stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 11
China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NVS, JOBY, and more FDA to phase out animal testing requirement, adopt AI methods U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 10
Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink , ignoring a cool but pre-tariff CPI report . (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00) Show Notes Get DoorDash from a robot Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 10
TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, X, and more Google reiterates $75B spending plan for data centers amid tariff woes Former Treasury secretary Summers says govt 'rightly scared after collapsing markets' EU said to weigh buying more U.S. gas, but green transition still in focus Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 9
Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11) Show Notes China boosts tariffs on U.S. Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 9
Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BTU, CALM, and more Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security Trump says TSMC would face 100% tax if it doesn't build in U.S. Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 8
Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls . (2:12) Show Notes Apple Stores see iPhone ‘panic selling.’ The Curious Case of Rising Treasury Yields Small-cap picks that can outperform Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 8
Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to ' fight to the end ' against new U.S. tariffs, escalating the trade dispute. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Health insurers stocks, and more Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal BlackRock’s Fink sees ‘buying opportunity’ during market selloff Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 7
Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth . (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41) Show Notes Trump threatens 50% more tariffs on China MicroStrategy announces major digital loss Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 7
Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL) over Trump's 'tariff armageddon'. (01:42) Saudi Arabia slashes oil prices for Asia after surprise OPEC+ output hike. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent seven, crypto stocks, and more Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit Asia panic selling: Circuit breakers triggered in Japan, South Korea and Taiwan Israel's Netanyahu becomes first foreign leader to discuss tariffs in Washington Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 6
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay . (4:46) Show Notes Earnings Calendar Bill Gross warns against buying the dip Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 4
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25). Show Notes: Tesla: A Nuanced Bull/Bear Conversation Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears The full list of U.S. tariff rates and the countries targeted Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 4
Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15). Show Notes: Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data Trump says open to tariff negotiations if offered something 'phenomenal' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 3
Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump . (2:40) Show Notes S&P at risk of another 20% drop Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 3
Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges , sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans , to invest $27 billion over next 3 years. (03:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, NKE, and more The full list of U.S. tariff rates and the countries targeted WW International in talks to restructure debt, handing control to bondholders Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ Newsmax stock loses steam and gives up gains from post-IPO excitement Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 2
Analyst Dan Ives says every metric is a ‘ disaster .’ (0:15) Charles Schwab gets an upgrade . (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42) Show Notes BofA picks 9 buys, 1 sell for Q2 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 2
Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more CoreWeave rockets on third day of trading after tepid IPO response Big Pharma drops sharply ahead of Trump’s tariff announcement Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 1
OpenAI leads top 10 private companies with $300 billion valuation . (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52) Show Notes The best stocks to navigate tariffs Citi says Apple looking attractive Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Apr 1
Intel CEO vows to refocus on innovation, asks customers to be ' brutally honest '. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NMAX, PVH, LPRO and more OpenAI secures $40B funding, valuing ChatGPT maker at $300B Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts Li Auto’s Q1 deliveries rise 15% Y/Y Wall Street Breakfast March survey Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 31
Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55) Show Notes Is Apple’s rumored Nvidia server buy a big deal? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 31
Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet . (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: WRB, NCTY Oppenheimer names BDCs likely to hold up even with declining rates Trump says TikTok deal to close before April 5 deadline TSM reaffirms pledge to Taiwan with new facility amid US expansion - report Wall Street Breakfast March survey Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 30
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29) Show Notes Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 28
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold , Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20). Show links: The US will not enter a ‘demand-driven’ recession – says BCA GameStop slides 25% as Bitcoin buzz flips to investor skepticism Start the tariff engines: What does 'Made in America' mean? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 28
Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: LULU, X, and more Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts HSBC terminated investment bankers on bonus day, didn't pay bonuses: report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 27
Gold sets a new intraday record as Wall Street adjusts its forecasts . (0:15) Roku gets a vote of confidence . (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45) Show Notes ‘Market crash’ on horizon - survey Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 27
Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25). Show links: Energy executives worried about Trump's policies, Dallas Fed says President Trump signs executive order imposing 25% tariffs on foreign-made autos Bank of America hikes gold price forecast with $3,500 in sight Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions . Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.
Mar 26
US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, HUMA, and more Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high Canada halts Tesla rebate payments, moves to block future incentives Stock market selloffs may have ‘washed out’ some buyers: IBKR Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 25
Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low . (1:15) Massachusetts probing Robinhood over prediction markets. (4:20) Show Notes Vanguard cuts U.S. growth forecast Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 25
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, KBH, and more Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report End of the road: Kenworth to discontinue iconic W900 truck after 6 decades BYD Company’s revenue tops $100 billion in FY24 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 24
BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade . (2:57) Show Notes Ford F-150 faces regulatory investigation Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 24
23andMe (ME) files for bankruptcy , CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta ’s (META) $800 million offer - report. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, SMCI, and more International names dominate list of cheap stocks with strong momentum AI boom echoes dot-com bubble, but with key differences: Bloomberg Luxury cars face biggest challenges from Trump's tariffs, WSJ reports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 23
The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48) Show Notes Stocks that weather downturns the best Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 21
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00). Episode transcripts: seekingalpha.com/wsb Show links: Gold extends rally after Fed holds the line on interest rates Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade Adobe Summit 2025 Investor Meeting Conference Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 21
Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes . (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: Quantum stocks, FDX, and more Trump to announce new Air Force contract for next-gen fighter jet Nvidia teams up with French quantum computing start-up Pasqal FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 20
The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise . (2:47) Accenture warns about DOGE contract impact . (3:45) Show Notes Nearly all the AI valuation premium is gone Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 20
NCAA March Madness : Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO : report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: YY, FIVE, and more Trump calls on Fed to cut rates as tariffs start to 'ease' into economy Musk’s X raises almost $1 billion in new equity funding - report Gold extends rally after Fed holds the line on interest rates Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 19
The Fed chief echoes COVID-era prediction as FOMC holds rates . (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30) Show Notes Unpacking Nvidia GTC Global ETFs shine Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 19
General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: STNE, GILD, and more Nvidia GTC 2025: Rubin, reasoning, robotics and more Tesla removed from 2025 Vancouver International Auto Show SA Asks: How will the $32B Wiz deal impact Google? Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.
Mar 18
Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation . Episode transcripts: seekingalpha.com/wsb Show links: Dollar sinks on economic worries ahead of the Fed meet-Currency Recap Wholesale egg prices drop, but retail rates could take time to catch up Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 18
Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: GRAB, BIDU, and more SA Maps: Tracking benchmark interest rates around the world Which beaten down stocks have the best chance for a quick rebound? Grab said to be moving forward with GoTo takeover Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 17
Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation. Show Notes: Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision Brace For Turbulence: Navigating Rough Market Conditions Ahead Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 17
Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: NCLH and NIU SA Asks: What's next for quantum computing stocks? What will happen to payment stocks in a recession? Bernstein takes clues from 2008 Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 16
Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs . (5:05) Show Notes Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 14
Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35). Episode transcripts: seekingalpha.com/wsb Show links: Novo Nordisk slips after data for next-gen obesity drug Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 14
British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings : Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: DOCU, PTON, and more Trump to invoke wartime law as soon as Friday to fast-track deportations - report Morgan Stanley’s top quality stocks to own for the long term S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 13
Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35). Episode transcripts: seekingalpha.com/wsb Show links: S&P on track to end in correction territory, Nasdaq slumps more than 2% February sees surge in short interest for crypto stocks led by MSTR, COIN Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 13
Intel (INTC) announces Lip-Bu Tan as new CEO ; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: INTC, ADBE, and more SentinelOne tumbles as weak guidance overshadows Q4 results EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation' Budweiser APAC mulls job cuts to reduce costs by 15% - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 12
CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in s hutdown mode ? (2:11) Spotify pays out r ecord royalties . (4:06) Show Notes Nvidia's GTC can't come fast enough Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .
Mar 12
Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GRPN, MOMO, and more TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report Musk pledges to double Tesla’s U.S. production amid support for Trump Roche, Zealand Pharma enter $5.3B license deal for obesity treatment Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 11
Alphabet looks to meet AI demand with nuclear power . (0;15) Southwest surges after introducing bag fees . (2:34) Trump looking to peruse the Tesla lot . (3:31) Show Notes Is this the market bottom? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 11
Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: DAL, TSLA, and more SA analysts mixed on when stocks will rebound following sell-off Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 10
Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade . (4:55) Show Notes Has the government forgotten what a real recession is? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 10
ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500 . (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, CKPT, and more Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M XPeng eyes mass production of flying cars, humanoid robots by 2026 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 9
A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings . (2:12) DOJ still wants to break up Google. (3:41) Show Notes Piper Sandler's actionable picks amid selloff Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 7
Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55). Show links: Anheuser-Busch Q4 Earnings Transcript U.S. trade deficit has spiked to record highs amid tariffs fears A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 7
Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook , reveals 'workforce reduction' program. (02:47) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers: AVGO, LUNR, and more SpaceX's Starship explodes after launch again, debris disrupts Florida flights Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla Trump establishes Strategic Bitcoin Reserve Cryptocurrency may likely remain under pressure over near term - JPM Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 6
Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45) Show Notes Layoffs soar as DOGE bites Marvell shares tumble Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 6
Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds . (03:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MRVL, ZS, and more Microsoft withdraws some agreements with CoreWeave - report Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 5
OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind . (2:06) Banks rush to fill demand for bets on Russia . (3:44) Show Notes Tech stocks that can withstand the storm Disney planning ABC layoffs Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 5
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRWD, AVAV, and more SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech Trump defends tariffs after markets close significantly down Google urges DOJ to avoid breaking up company - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 4
The ' bro bubble ' in stocks and crypto has popped. (0:16) Target sees profit pressure . (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show Notes Stocks best insulated from tariffs Okta rallies post-earnings Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 4
"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgreens (WSB) gains on reports of Sycamore nearing $10B takeover . (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: WBA, ILMN, and more Investors may be riding a ‘bucking bronco’ stock market into April Bitcoin's back to where it started after strategic reserve spike Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 3
ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24) Show Notes Goldman's cheap healthcare picks Kroger CEO out for personal conduct Domino's joins the stuffed crust scene Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Mar 3
Cryptocurrencies rally as Trump hypes up strategic reserve , Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a ' super bubble .’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line . (02:40) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week China's Honor plans to invest over $10B in AI devices Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details.
Mar 2
Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings . (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01) Show Notes Earnings Calendar Time to stop using bonds as a hedge? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 28
Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20). Episode transcripts: seekingalpha.com/wsb . Show links: UnitedHealth sends Medicare insurers lower after report on DoJ probe Elon Musk’s DOGE agents said to have gained access to Medicare systems AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 28
Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51) Episode transcripts seekingalpha.com/wsb . Show links: Bitcoin falls below $80,000, at risk of erasing all post-election gains Red Robin's surprise rally shows investor confidence in turnaround plan Alphabet falls into oversold territory for the first time in 5 months Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 27
Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip . (4:40) Show Notes Median age of first-time homebuyers tops 50 Analysts applaud Nvidia Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 27
Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: SNOW, CRM, and more Moderna slides on report of Trump team reevaluating bird flu vaccine funding China's Baidu plans to unveil AI model Ernie 4.5 in March - report Rithm Acquisition prices $200M IPO at $10 per share Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 26
Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history. Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .
Feb 26
McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump . (2:38) Amazon unveils Alexa+ with AI. (4:08) Show Notes Wells Fargo says good time to buy communications - see their picks Super Micro options bulls get windfall Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .
Feb 26
Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LCID, SMCI, and more Alibaba's video, image making AI tool open to public Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal Warner Bros shutters three game studios, axes Wonder Woman video game Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 25
Consumers are ' smelling the coffee ' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble . (2:50) Show Notes Hedge fund VIP stocks Lucasfilm head set to retire Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 25
Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more Gold racks up another record high on tariff concerns, spiking ETF holdings OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes Denny's add eggs surcharge at some locations due to national shortage Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 24
Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints . (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) Show Notes Find top growth stocks in the small-cap space Robotaxi pure play WeRide lands key Beijing approval Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 24
Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: HE, EQX, and more Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report 'Captain America: Brave New World' crashes in second weekend Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 23
Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile . (3:07) Show Notes Goldman Sachs' Rising Stars List Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .
Feb 21
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 .
Feb 21
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 .
Feb 20
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 .
Feb 20
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 .
Feb 19
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 .
Feb 19
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.
Feb 18
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 .
Feb 18
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 .
Feb 17
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 .
Feb 14
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 .
Feb 14
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 .
Feb 13
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 .
Feb 13
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 .
Feb 12
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 .
Feb 12
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 .
Feb 11
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 .
Feb 11
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 .
Feb 10
The yellow meta l 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 .
Feb 10
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 .
Feb 9
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 .
Feb 7
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 .
Feb 7
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 .
Feb 6
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 .
Feb 6
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 .
Feb 5
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 .
Feb 5
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 .
Feb 4
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 .
Feb 4
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 .
Feb 3
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 .
Feb 3
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.
Feb 2
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 .
Jan 31
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 .
Jan 31
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 .
Jan 30
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 .
Jan 30
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 .
Jan 29
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had ' no contac t' 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 .
Jan 29
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 .
Jan 28
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 .
Jan 27
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 .
Jan 27
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 .
Jan 26
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 .
Jan 24
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 .
Jan 24
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 .
Jan 23
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 .
Jan 23
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 .
Jan 22
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 .
Jan 22
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 .
Jan 21
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 .
Jan 21
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 .
Jan 20
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 .
Jan 17
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 .
Jan 17
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 .
Jan 16
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 .
Jan 16
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 .
Jan 15
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 .
Jan 15
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 .
Jan 14
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 .
Jan 14
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 .
Jan 13
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 .
Jan 13
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 .
Jan 12
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 .
Jan 10
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 .
Jan 10
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 .
Jan 8
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 .
Jan 8
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 .
Jan 7
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 .
Jan 7
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 .
Jan 6
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 .
Jan 6
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 .
Jan 5
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 .
Jan 3
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 .
Jan 2
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 .
Jan 2
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 .
Jan 1
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 .
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 .
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 .
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 .
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 .
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 .
Dec 26, 2024
Holiday sales on record pace, but nearly $900B could be returne d. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Dec 18, 2024
Fed chief Jay Powell said quarter-point cut was close cal l. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Dec 9, 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 .
Dec 9, 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 .
Dec 8, 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 .
Dec 7, 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 .
Dec 6, 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 .
Dec 6, 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 .
Dec 5, 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 .
Dec 5, 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 .
Dec 4, 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 .
Dec 4, 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 .
Dec 3, 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 .
Dec 3, 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 .
Dec 2, 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 .
Dec 2, 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 .
Dec 1, 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 .
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 .
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 .
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!
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!
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!
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!
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!
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 .
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 .
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 .
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!
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 .
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!
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Nov 10, 2024
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calenda r. (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 .
Nov 9, 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 .
Nov 8, 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 .
Nov 7, 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 .
Nov 7, 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 .
Nov 6, 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 .
Nov 6, 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 .
Nov 5, 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 .
Nov 5, 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 .
Nov 4, 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 .
Nov 4, 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 .
Nov 3, 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 .
Nov 1, 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 .
Oct 31, 2024
Guidance from Microsoft and Meta spark a spooky sellof f. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Oct 9, 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 .
Oct 9, 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 .
Oct 8, 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 .
Oct 8, 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 .
Oct 7, 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 .
Oct 7, 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 .
Oct 6, 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 .
Oct 4, 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 .
Oct 3, 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 .
Oct 3, 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 .
Oct 2, 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 .
Oct 2, 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 .
Oct 1, 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 .
Oct 1, 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 .
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 coa l. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Sep 22, 2024
Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite i nflation 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Sep 9, 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 .
Sep 9, 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 .
Sep 8, 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 .
Sep 6, 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 .
Sep 5, 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 .
Sep 5, 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 .
Sep 4, 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 .
Sep 4, 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 .
Sep 3, 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 .
Sep 3, 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 .
Sep 1, 2024
A weak August payrolls repor t 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Aug 15, 2024
Retail sales allay recession worries with 1% July gai n. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Aug 9, 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 .
Aug 8, 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 .
Aug 7, 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 .
Aug 6, 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 .
Aug 5, 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 .
Aug 4, 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 .
Aug 2, 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 .
Aug 1, 2024
The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sale s. (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 .
Aug 1, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 dru g. (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 .
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 .
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 .
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 .
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 Hil l. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Jul 9, 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 .
Jul 9, 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 .
Jul 8, 2024
Merger Monday deals in beverages , energy , drugs and entertainment . (0:15) Hedge funds like commodity-linked stock s. (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 .
Jul 8, 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 .
Jul 7, 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 .
Jul 5, 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 .
Jul 3, 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 .
Jul 3, 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 .
Jul 2, 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 .
Jul 2, 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 .
Jul 1, 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 .
Jul 1, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Jun 9, 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 .
Jun 7, 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 .
Jun 6, 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 .
Jun 6, 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 .
Jun 5, 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 .
Jun 5, 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 .
Jun 4, 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 .
Jun 4, 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 .
Jun 3, 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 .
Jun 3, 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 .
Jun 2, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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!)
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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!)
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 .
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 .
May 15, 2024
April CPI comes in as expected. (0:16) Netflix gets Christmas footbal l. (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 .
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 .
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 .
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 .
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 .
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 .
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 .
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!)
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 .
May 9, 2024
Sony and Apollo group would shed a number of Paramount asset s 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 .
May 9, 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 .
May 8, 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 .
May 7, 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 .
May 7, 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 .
May 6, 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 .
May 6, 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 .
May 5, 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 .
May 3, 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 .
May 2, 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 .
May 2, 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 .
May 1, 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 .
May 1, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 f alls 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Apr 9, 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 .
Apr 9, 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 .
Apr 8, 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 .
Apr 8, 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 .
Apr 7, 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 .
Apr 5, 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 .
Apr 4, 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 .
Apr 3, 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 .
Apr 3, 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 .
Apr 2, 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 .
Apr 2, 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 .
Apr 1, 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 .
Apr 1, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Mar 9, 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 .
Mar 8, 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 .
Mar 7, 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 .
Mar 7, 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 .
Mar 6, 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 .
Mar 6, 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 .
Mar 5, 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 .
Mar 5, 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 .
Mar 4, 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 .
Mar 4, 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 .
Mar 3, 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 .
Mar 1, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
Feb 12, 2024
Uber and Lyft drivers plan to go on strike in 20 cities . (0:16) Rivian downgraded on soft EV marke t. (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 .
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 .
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 .
Feb 9, 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 .
Feb 8, 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 .
Feb 8, 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 .
Feb 7, 2024
Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV projec t. (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 .
Feb 7, 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 .
Feb 6, 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 .
Feb 6, 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 .
Feb 5, 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 .
Feb 5, 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 .
Feb 4, 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 .
Feb 2, 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 .
Feb 1, 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 .
Feb 1, 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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .
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 .