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 NotesSociete Generale’s global nuclear-exposed picks as capacity increasesUPS rallies after solid earnings into the holiday season; FedEx also higherEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

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

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

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

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

Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, NOK, and moreOklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclearBlackBerry shows plan to return to profitability next year at investor dayNo more shrinkflation? PepsiCo says it will add more potato chips to some bagsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)Show NotesGoldman 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 licenseEarnings calendarEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

CEO Jensen Huang 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 assetsThe most crowded restaurant stocksEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 NotesBofA’s top 10 ideas for the fourth quarterBarclays sees little upside for Super MicroEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Stocks sink, 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 NotesWells Fargo Q4 tactical ideas include TSLA, LVS, ULTABoeing looking to raise at least $10B via share saleEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

East Coast port strike 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 moreStocks to watch amid the threat of a major East Coast port strike this weekIsrael downgraded by Moody's as war weighs on economyEconomic growth, interest rates to dictate quality factor in stocks, Goldman saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)Show Notes5 reasons why stock market volatility persistsAlaska Air rallies after hiking profit guidanceEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

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

Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)Show Notes50 stocks to invest during the bull steepening – Part 150 stocks to invest during the bull steepening – Part 2Elon Musk’s AI startup is said to discuss revenue sharing with TeslaEarnings calendarEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Verizon 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 NotesBofA’s global contenders and defenders listTesla plans full self-driving rollout in China and Europe by Q1 2025ISM Services stays strong in August, topping consensusEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report.  (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: FTV, CHPT, AI, and moreTesla plans full self-driving rollout in China and Europe by Q1 2025Qualcomm said to be working with Samsung, Google on mixed reality smart glassesUS 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.

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 Notes35 green energy stocks for a new era of profitabilityDollar Tree tumbles after weak guidanceGoogle expected to appear next week for antitrust trial related to ad business practicesEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVDA, ZS, and moreAirbnb urges NYC officials to overturn laws restricting short-term rentalsMusk's Starlink says it is complying with Brazil's order to block XJustice Department to drop censorship efforts against social mediaWhich 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.

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 NotesJPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche BankNovo Nordisk warns of continued Ozempic shortage in Q4Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

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

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

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

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

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

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

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

Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55)Show NotesSkydance urges Paramount to end negotiations with Edgar BronfmanCanada government orders railroads into arbitration over labor contractAltria 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.

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 NotesMorgan Stanley’s 20 Top Stock PicksLionsgate apologizes for fake film critic quotes in the Megalopolis trailerSnowflake falls after 'good, but perhaps not enough' Q2 resultsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 NotesOppenheimer’s top 32 ideas for August-SeptemberWarner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passesEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 NotesS&P 500 buy and sell ideas for each of the sectorsEdgar Bronfman has reportedly raised $5.5B to bid for ParamountEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Layoffs 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 NotesAMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilitiesEstée Lauder CEO Fabrizio Freda announces intention to retireEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

Retail sales allay recession worries with 1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49)Show NotesThe 'battleground' stocks shorted by hedge funds, owned by many long-onlysAlibaba posts mixed quarterly resultsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Retail inflation 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 NotesVictoria’s Secret stock soars on prelim earnings beat, new CEONvidia, Coherent, Marvell, Apple supply chain updatesEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52)Show Notes74 S&P 500 stocks that can beat the cash yieldStock market to stay choppy near term after historic volatility shockEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions. (6:50) Show Notes42 high-quality, low beta stocks to better ‘sleep at night'Chinese robotaxi operator WeRide seeks up to $5B U.S. IPOFed Governor Bowman cautions against 'overreacting'Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

Mars 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 modeEarnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and moreBuffett's Berkshire Hathaway cuts massive Apple stake by nearly 50% in Q2Blame game: CrowdStrike hits back at Delta Air Lines over litigation threatSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

The 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 NotesFavorite high-yield dividend stocks - BMOBoeing names Kelly Ortberg as next chief executiveEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

The company 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 NotesProcter & Gamble falls after organic sales miss expectationsPayPal boosts 2024 earnings and buyback guidance after strong Q2 beat.Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. 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 moreBiden administration continues refilling oil emergency reserve, needs funds to buy moreRobotaxi jolt: Tesla autonomous driving test goes poorly for Truist SecuritiesNvidia begins ushering in next wave of AI - physical AI: SIGGRAPH 2024McDonald's trades higher after saying its $5 Meal Deal is seeing some tractionSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

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

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

Wall Street 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 moreKamala Harris' potential impact on health care stocksQuick service restaurants face disgruntled consumers and nervous investorsSA 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.

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 NotesEarnings calendarDividend RoundupSteven Bavaria Takes Investors Inside The Income FactoryEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Major 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 moreWhy 'unloved' small-cap stocks are in store for a strong second half - Carson's DetrickSF 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 buybackSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)Show NotesNot the time to buy the dip - GoldmanEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreNetflix ad-tier growth in focus during Q2 earningsAir-safety officials schedule 2 days of hearings about Boeing 737Google, Samsung chatbot deal falls under EU scrutiny: reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Spirit Airlines (SAVE) 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 moreTrumponomics: Trump details plan for economy, Wall Street and foreign policyadidas raises its full-year outlook after robust Q2 performanceWarner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

Goldman Sachs 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 NotesRaymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced InNvidia faces French probe over anti-competitive practicesWalmart continues to add more restaurant chains to its storesEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

Core 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 NotesS&P 'defiant' behaviorPfizer advances development of once-daily weight-loss pillWho could potentially replace Tesla in Magnificent 7?MicroStrategy to execute 10-for-1 stock splitEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Goldman 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 NotesCarvana adds features to make it easier to buy electric vehiclesBaidu climbs after Beijing proposes draft rules for robotaxisEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Fed chief says '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 NotesNvidia, Micron, others in focus as KeyBanc boosts targets after chip checksFederal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banksEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PARA, GRFS, and moreParamount and Skydance agree to merge, shaking up entertainment industryMerger Monday: Carlsberg to buy Britvic in $4B dealSA 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.

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

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

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 NotesOdds of Harris getting Democratic nomination now even with BidenJPMorgan chief global markets strategist Marko Kolanovic said to leave bankEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreDeutsche Bank’s Fresh Money list for Q3The stocks with the most extreme upside in Q2 - Piper SandlerSkydance, NAI come to new deal on Paramount merger - WSJSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)Show NotesThe top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofAM&A thrills: Meet the new theme park sector giantSA subscribers believe this will be the top-performing S&P 500 stock in H2Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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 LISurveillance network: FedEx, retailers said to be sharing AI camera feeds with copsRising drug costs force a third of Americans to leave prescriptions unfilled: reportA second Trump administration may be more lenient towards antitrust enforcement - JPMorganSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nonfarm payrolls are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street myth busting. (6:40)Show NotesWho Doesn't Feel Comfortable Owning Apple? Nvidia's Upside Volatility.Earnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreMeta may block news content on Facebook in Australia if forced to pay licensing feeNFL ordered to pay $4.7B after losing Sunday Ticket antitrust trialTractor Supply shelves climate, diversity goals after pushbackSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreThe negative correlation between the dollar and the S&P 500 will continue - Piper SandlerAmazon joins $2T market cap club, boosted by Rivian stake and AI waveMorgan Stanley to deploy OpenAI-powered assistant for financial advisorsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)Show NotesGoldman’s top 50 high Sharpe Ratio stocksThese 5 stocks in the S&P now have the highest prices following Chipotle's splitWhirlpool stock jumps as Bosch weighs takeover bidEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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/wsbShow links: Nasdaq, S&P, Dow futures tick up after tech stocks recoverAsia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation dataExxon threatens to suspend French refinery if strike continuesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesAirbus's stock falls more than 9% after cutting guidanceU.S. consumer confidence pulls back in June, but range-bound for past two yearsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreShein confidentially files paperwork for possible London IPO - reportsUber cutting out idle time for NYC drivers by enacting lock-out periods - reportGoogle working on customizable chatbot product to rival Meta, Character. AI - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

United 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 NotesGap between growth and small-cap is huge, but don't call it a bubbleMicron sees price target raised at Citi, Wolfe ahead of earningsCrowdStrike reaches S&P 500 Index five years after IPOEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreCDK Global works on fixing data breach that hit thousands of car dealersMicrosoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurityGap between growth and small-cap is huge, but don't call it a bubble - OppenheimerSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreUnprofitable growth stocks with a path to profitability - GSTop 10 Info Tech stocks according to SA Quant RatingsSoftBank 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.

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 NotesSeeking Alpha Investing Summit insightNvidia 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 guidanceEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreBlackRock sees no AI bubble and says AI winners will drive market returns for a whileAccenture plans to buy Fibermind - a network services player in ItalyU.S. homebuilder sentiment declines for the second monthSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nasdaq, S&P, Dow 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/wsbShow links: Nvidia rises after Rosenblatt sets Street High PT of $200Invesco sees two rate cuts this year while KPMG sees six in 2025; SA SummitApple's price target raised at J.P. Morgan on AI boost to iPhonesTech bull market to last another 2–3 yearsPowell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness AheadSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

The 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 NotesNext Apple Watch likely to have larger screen sizes, be 3D printedFive catalysts that could propel Costco even higherEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 reports10 predictions on how artificial intelligence will reshape the world: UBSSA Asks: What is the No. 1 cybersecurity threat facing companies today?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 NotesChinese stocks with improving earnings momentum and expectations of margin expansionBroadcom soars as Q2 results, stock split buoy hopesEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreApple is not paying OpenAI for ChatGPT deal - reportAppeals court vacates ruling banning Amazon from firing pro-union workersShips will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO saysGameStop 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.

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 NotesSeeking Alpha community still favors first Fed cut in SeptemberOracle has best day in years as Wall Street heaps hype on strong bookings, guidanceGlobal oil markets set for major surplus this decade, IEA saysEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreNo hot dog for you! Joey Chestnut banned from Nathan's iconic contestTakeaways from Baird’s Global Consumer, Technology & Services Conference within RestaurantsStocks with quality growth stories within Apparel, footwear and fitness - BairdChanging energy market demands holistic view: Seeking Alpha Investing Summit PreviewSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreIs 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 - analystTesla fails to convince judge to throw out self-driving complaint; Musk issues Apple banSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreAdobe seeks to clarify new AI terms after users protestWhy the 'Space' economy is among UBS' 5 favorite longer-term investment themes right nowSchwab Trading Activity Index rises slightly in MaySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreCathie Wood says ARKK is well positioned for AI even though it cut positions in NVDASportsbooks look for a boost from a highly anticipated NBA FinalsGameStop 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.

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 NotesStocks with the largest market cap in the U.S. from the 1950s to todayEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 chipmakerBiggest stock movers: LULU, FIVE, and moreS&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junkLululemon delivers strong Q1 and hikes profit guidance above street viewVictoria's Secret sees sales and profits decline in 'challenging and competitive' environmentSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

An 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)Show NotesWells Fargo’s Christopher Harvey’s Mid-Cap portfolio'Roaring Kitty's' GameStop trades come under probe by Massachusetts regulatorEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreElon Musk estimates Tesla will spend up to $4B this year on Nvidia AI chipsMicrosoft invests in AI startup Touchcast as it improves gen-AI efficiency: reportThe 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 - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OPEC+ 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 NotesGoldman Sachs adds 5 stocks to its conviction listEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreBill Ackman's Pershing Square seeks to raise $25B for U.S. closed-end fund - reportMorgan Stanley's E*Trade considers kicking 'Roaring Kitty' off platform - reportGoldman 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 - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia, 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 yearISM Manufacturing PMI declines in May for a second month in disappointing printWaste Management confirms deal to buy Stericycle for $62/shareEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreStocks most loved by hedge funds and mutual fundsStocks most shunned by hedge funds and mutual fundsTesla shareholders outside of U.S. are at risk of missing voteLive Nation confirms Ticketmaster was hackedSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreWalmart jumps head of Amazon Prime Day with its Walmart+ Week eventEU approves Biogen treatment for genetic form of ALSHome prices hit new all-time highs in March - S&P CoreLogic Case-ShillerXLU and its 10 top holdings on course for May win as AI investing lights up utility stocksSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Q1 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 NotesActivist investor Nelson Peltz sells out of entire Disney stakeC3.ai soars as analysts praise AI-enhanced Q4 results, forecastEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreActivist investor Nelson Peltz sells out of entire Disney stake - CNBCGap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unprecedented - Evercore ISIStocks with momentum and at least 5% EPS revisions since end of March - Wolfe ResearchSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreHess shareholders approve $53B sale to ChevronFirst of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - reportBHP wants more time to discuss $49B takeover bid for Anglo AmericanVolkswagen is still charging ahead with plans for a low-cost electric vehicle launch in Europe in 2027Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Salesforce, Costco, Canopy Growth, Dell, Dollar General, and moreElon Musk’s AI startup xAI hits $24B valuation after latest fundraising roundFamilies of Uvalde school shooting victims sue Meta, Microsoft's ActivisionAuto insurance inflation set to tap on the brakes, BofA economist saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:Chaim Siegel Is Bullish For 2024All 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/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

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

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 moreTesla's Elon Musk no longer in favor of U.S. tariffs on Chinese EVsNorfolk Southern reaches settlement with EPA, DOJ and DOI on Ohio derailmentAlphabet, Meta eye multimillion-dollar AI partnerships with Hollywood studiosSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia (NVDA) gains as Q1 results, guidance top expectations; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action is ready. (02:07) Moderna (MRNA), BioNTech (BNTX) close with double-digit percentage gains amid bird flu fears. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVDA, SNOW, and moreFirst 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 edgeDuPont to split into three companies; Koch to become CEO, succeeding BreenSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The 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 NotesBuzzFeed stock surges as Vivek Ramaswamy discloses 7.7% stakeHybrid vehicle registrations outpace battery-electric vehicles in Europe againEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreThe real AI stock darling since the boom isn't Nvidia -- Bank of AmericaLululemon continues to lose ground as consumers tastes shift, competition buildsJPM lists stocks with the least price swings, most attractive option-sale candidatesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesMacy's Q1 results top expectations, lifts guidance, but comp sales remain negativeEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreBank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is priceyHims & Hers surges on cheap compounded versions of semaglutideFull 180? Ether surges on report of SEC's sudden progress on spot ETF filingsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreSEC unlikely to green-light spot ether ETFs this weekEarnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and moreSA 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.

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

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 transcriptsShow links: Historic week ends with S&P above 5,300, Dow scaling 40K for the first time everS&P 500 Earnings Season Suggest A Dire 2024 ForecastBull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

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

AT&T (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 moreWinners and losers from the latest retail sales reportNetflix discloses ad-supported plan tops 40M usersPalo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreExxon makes new oil discovery offshore Angola - S&P GlobalBoeing ran afoul of criminal settlement on 737 crashes, DOJ saysU.S. senators push for $32B in emergency spending on AISign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22) Show NotesMeme stock craze continues; GameStop, AMC see multiple volatility haltsBerkshire Hathaway's mystery stock bet might be revealed soon10 lessons from earnings seasonEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreHow April CPI inflation data may influence the Fed's rate path decisionStocks with more than 10% short interest - Finviz ScreenerMorgan Stanley names 6 stocks to help investors navigate the consumer downshiftSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreMagnificent 7 predicted to reinvest $350 billion this yearWorkers at Apple's first unionized store vote to authorize strikeSouth Korea plans over $7B aid package to boost local chip industry - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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/wsbShow links:T-bills, gold and macro volatilityGold jumps to highest in a month as data signals slowing economy, likely rate cutsCitadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

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

Sony and Apollo group would shed a number of Paramount assets if their bid is successful. (0:16) Roblox tumbles on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting fencing ring. (4:48)Show NotesInvestor bullishness is spreading beyond the stock market - SentimenTraderPlug Power slides after posting larger than forecast Q1 lossEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreShoplifting crackdown: Retail theft ring targeting Macy's, other retailers bustedSeasonal U.S. demand for gasoline, diesel worst since 2020, hitting refining marginsSony, Apollo plan to sell CBS, cable channels after buying Paramount - NYTScattered Spider hacking group said to target banks, insurersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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 moreBP p.l.c. misses top-line and bottom-line estimates; initiates Q2 and reaffirms FY24 outlookBlackRock sees 3 reasons why stock investors should stay in the market in MayAmazon plans to invest nearly $9B to boost cloud infrastructure in Singapore - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Disney, Palantir, Shopify, Uber, Plug Power and moreParamount now in formal negotiations with Apollo, Sony over acquisitionFord 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.

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 NotesGoldman’s top 50 Stable Growth stocksFull earnings calendarCatalyst WatchEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreJ.P. Morgan cautious on crypto with retreat by retail investors, dearth of upside driversMarijuana opposition group raising money to fight cannabis reschedulingSony, Apollo send letter advancing $26B Paramount bid - reportsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Peloton 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 NotesNed Davis Research’s Crowd Sentiment Poll ends another long streak of optimismEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 IntelligenceNovo Nordisk lifts guidance as Ozempic, Wegovy sales surge; but stock falls 3%Bitcoin starts May with a downward spiral, sliding to below $60K markSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chairman 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 NotesViking Holdings jumps 10% above its IPO pricing level in opening tradingWill April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreExpect no rate change, hawkish tone, balance sheet clues at Fed meetingAmazon sticks with the master plan of no dividend payouts, heavy capex spendingMicrosoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the countrySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The 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 NotesCiti upgrades energy sector, says stocks can recover quickly from geopolitical joltsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreAmazon earnings are coming. Could a dividend announcement be part of the mix?Tesla's big rally on China developments is called overdone by Wells FargoLululemon downgraded as apparel tastes change, competitors gain in popularitySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreIPO watch: Cruise line operator Viking to go public as it looks to cash in on baby boomer buzzJapanese yen rebounds on suspected intervention from TokyoEarnings week ahead: Amazon, Apple, Pfizer, AMD, Coca-Cola, Starbucks and moreMicroStrategy stands to flourish if it implements new accounting rules, analyst saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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/wsbShow links:Upside/Downside Tug Of WarHere Comes The Stagflation Debate10-year yield tops 4.5% after strong CPI reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

GDP +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 NotesDavid Einhorn: Gold demand from the East is pushing its price higherOnly 14 S&P stocks have a 3% yield and have climbed over 10% YTD7 Stocks in Fin-tech and Payments Baird analysts like the mostEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreWalmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS saysGDP watch: U.S. economic growth likely slowed in Q1BHP weighs potential takeover of Anglo American - Bloomberg (update)Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreJPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominanceGrayscale files to register shares of ethereum trust, plans for lower-fee substituteHistory suggests the materials sector is about to hit a seasonal peak, RenMac saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreFTC sues to block Capri Holdings $8.5B sale to TapestryHeaded into earnings, most Magnificent 7 stocks are well off their 2024 peaksCalifornia bill aims to ban Clear from airport security linesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and moreCitadel calls Trump Media CEO a `proverbial loser' amid claims about short sellingSneakerheads losing interest and spending lessSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 PARABitcoin halving on deck – here’s what to expectParamount jumps on report Sony in talks with Apollo over joint bidTruist upgrades energy sector to overweight as technicals improveSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cries 'uncle' on its Tesla Buy. (3:29) Show NotesApple might wait until September to reveal most new AI features14 companies with a near-term catalyst around 1Q earnings - MSEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreTesla to let go of 285 employees in Buffalo, New YorkOracle to invest over $8B in Japan to meet cloud computing, AI demandNvidia retakes top spot from Tesla as IBKR's most actively traded during 'chaotic' weekSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEvercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. AppleShopify pits employees against each other to achieve higher pay - reportSA Analyst Roundtable: What's next for Boeing?  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 morePeloton pulls unlimited free app membership tier as it fails to draw paid usersRemain cautious on defense stocks amid Iran escalation: Wells FargoBroadcom questioned by EU regulators over VMware licensing: reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and moreGold upgraded at Goldman Sachs amid geopolitical risksU.S. hikes royalty fees for drilling on federal lands for first time in a centurySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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/wsbShow links:Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPIRiddled With RatesHot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Drug shortages in U.S. at highest level on record since 2001. (00:25)  Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NRIX and APLDEarnings CalendarBig banks set to report Q1 earnings; seen adjusting guidance for fewer rate cutsExxon 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 reschedulingSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 timeAmazon owes $525M in damages for patent infringement - juryNew additions to Goldman’s High Operating Leverage listSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 PSMTJPMorgan’s top European picksFitch cuts China's credit outlook to negative on public finance risksQ3 crude oil price outlook raised at Morgan Stanley on rising geopolitical riskSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 morePFAS ban in EU and U.S. could have negative implications for Amer Sports - analystDidi Global looks to mass produce robotaxi vehicles in 2025HSBC to sell Argentina business for $550M, expects $1B pre-tax lossSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreShein and Temu: Disruptors of Fast-Fashion and E-CommerceSouthwest Airlines 737 returns to airport after engine cover falls offHousing affordability would’ve waned even without Fed tightening, study showsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 HoldingsAlphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spendCVS Health to cover Perrigo OTC birth control pillBrent crude tops $90 for first time since October as Middle East tensions spikeSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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 moreBuy vs. Sell ideas paired within each sector - OppenheimerApple's latest research suggests tech giant will be an 'AI winner'Biden open to ending LNG export pause in push for Ukraine aid - ReutersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreFidelity to impose new $100 servicing fee on some ETFsDisney winning proxy battle with Trian with more than half of votes cast - WSJFedEx lost a key USPS contract to UPS. Should investors be worried?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)Show NotesWells Fargo's high-conviction tactical longs and shorts for Q2Citi stays bullish on chips as February sales top averageEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreMicrosoft and OpenAI said to be eyeing $100B data center projectSpirit Airlines could get up to $200M in compensation for Pratt & Whitney engine problemsMicroStrategy among most squeezable as crypto short interest climbsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreUBS: A U.S. economic slowdown is ahead - Here are some indicatorsJ&J-Shockwave deal makes strategic sense: analystsSen. Sanders goes after Novo Nordisk on a study on Ozempic low manufacture costSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreMS: Market under-appreciates mismatch between AI-powered demand and supply growthAdobe unveils experimental AI journeys at Las Vegas summitBlackRock's Larry Fink talks 'energy pragmatism' and a retirement 'revolution' in annual letterSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreGoldman stays bullish on commodities in anticipation of rate cutsRon DeSantis signs bill banning social media for kids under 14 in FloridaSPAC Digital World surges as Trump Media deal closes, set to trade TuesdaySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Walgreens Boots Alliance, Carnival, GameStop and moreLook beyond the Magnificent 7 to the GRANOLAS - GoldmanBlackstone said to weigh $1.89B sale of WeWork rival The Office GroupSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 more32 “Breakthroughs” stocks by BofA - Part 132 “Breakthroughs” stocks by BofA - Part 2Reddit rockets as investors receive latest AI IPOSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 NotesMicron soars as Q2 results, guidance blow past expectationsAstera Labs soars as investors receive latest chip IPOEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesJPMorgan Chase increases dividend by ~10% to $1.15Topgolf Callaway spikes after unconfirmed report of potential saleEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreJetBlue cuts flights to focus on 'bread and butter' routes - reportU.S. beverage sales cooled off but energy drinks, tequila and prepared cocktails are still hotReddit to 'evaluate' Nokia claim of patent infringement ahead of IPOSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreNvidia GTC 2024: Tech giant shows off new GB200 GPU, accelerated computing, moreAstraZeneca will buy Fusion Pharmaceuticals for ~$2BDril-Quip, Innovex to merge in all-stock dealSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: FedEx, Nike, XPeng, Tencent, General Mills and moreHow the Magnificent 7 valuations stack up against bubbles of yoreCiti screens for 25 stocks with growth capex opportunitySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreNew York says first U.S. utility-scale offshore wind farm starts operationsSamsung expected to be awarded over $6B for expanded US investmentNippon Steel defends deal for US Steel after Biden criticismSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 morePalantir CEO blasts short sellersAutomotive stocks upgraded at Morgan Stanley; Ford is top pickElon Musk’s TSLA is now the worst performing S&P 500 stock YTDSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreU.S. federal budget deficit balloons to $296B in FebruaryBYD unveils lower-priced version of electric hatchback e2CME Group said to file application to start clearing U.S. TreasuriesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreHawaiian Electric loses bid to move Maui wildfire cases to federal courtOracle hints at partnership with tech titan NvidiaAlumina agrees to $2.2B all-stock buyout offer from AlcoaSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreGoldman's top 25 stock picking opportunitiesU.S. reportedly mulls blacklisting CXMTChina property crisis: Minister says 'seriously insolvent' firms must go bankruptSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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/wsbShow links: It's All About LiquidityOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Citi says no U.S. soft landing, recession signs by summerRate cuts can start this year if disinflation continues: Powell in Senate hearingSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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 moreStarbucks' Middle East franchisee cutting headcount by 2KVictoria's Secret shares plummet on expectations for challenging Q1State of the Union: Economy, inflation and election in focusSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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, BOXDodge launches all-electric Charger muscle car lineupDisney trims losses as CEO Iger touts streaming profits this year, cash flowTarget rips 12% gain as investors eye higher margins, clean inventory and comp sales guidanceSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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, AVAVOppenheimer’s Buy vs. Sell ideas paired by each sectorWalt Disney gains as Trian issues white paper to 'restore the magic'Baxter in discussions to sell kidney care unitSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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 moreElon Musk's Neuralink cited by FDA for research quality control issues - reportDell soars as strong AI server demand aids Q4, outlook; unveils 20% dividend hikeFigure AI confirms $675M in funding from Bezos, Nvidia, others; unveils OpenAI dealSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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

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

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

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

AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (2:28) Google pauses AI image generation over race concerns. (6:18)Show Notes14 buy-rated Stocks with big improvements in their ROE - JefferiesInitial jobless claims unexpectedly fall in past weekB. Riley soars after board says company acted properly in regard to FRG buyoutEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreRivian Automotive slides after posting another loss, announcing cuts to salaried staff10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and IntelCVS Health invests $35M in affordable housing in Hawai'iSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreUber Eats is bringing robot deliveries to JapanSamsung sells entire stake in ASML to advance in new areas - reportPalo Alto Networks plummets as it cuts full-year billings, revenue guidanceSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and moreEating at home could get cheaper this summerXPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands beginsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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

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 moreMicroStrategy's $10B bitcoin stash sits on 70% unrealized profit'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO saysWhite House: Russia building 'anti-satellite capability,' but no immediate safety threatSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)Show Notes10 option overwriting calls that can capture 7% upside - BofAEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreJoann falls amid report of talks with lenders on cash infusionOccidental Petroleum plans flat 2024 production, to cut two Permian Basin rigsRoku facing mixed impact from proposed Walmart-Vizio deal, analysts saySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreMoney managers now the most bullish they've been in two yearsJeff Bezos sells $4B of Amazon stock after Miami moveIpsen gets FDA approval for pancreatic cancer drug regimenSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreWalmart and Energizer face class action lawsuits over battery pricesFederal judge dismisses PhRMA challenge to Medicare price negotiationsDiamondback sees growing pro-forma production with fewer wells after Endeavor dealSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and moreThe price of chocolate may be hard to swallow this Valentine's DayTesla trades lower than it did a year ago - reality check or buying opportunity?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreFocus on smokeless tobacco paying off for British American TobaccoFive questions on investors’ minds for 2024 answered - UBSGreenlight Capital founder: Markets are fundamentally broken by passive investorsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreU.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y saleStocks with expensive valuations vs their peers - BofABill Ackman's Pershing Square files to launch new closed-end fundSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)Show Notes4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRAJ.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7Roblox jumps amid bookings surge, strong outlook through 2027Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 morePalantir's 'off the charts' success shows the AI revolution is herePinterest's deal with Amazon is bigger than believed; may lead to Google pact80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreVirgin Galactic reports flight issue to FAAChegg's investment in AI taking longer to pay offInvitae plunges amid report it may file for bankruptcy within weeksSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and moreAI may be much more than a buzzword for ShopifyWatch this restaurant stock for a near-term bounceSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreApple falls as China worries overshadow sales growthAmazon gains after holiday quarter sales shine and profits soarBAE Systems buys Malloy Aeronautics, a British tech companySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreLi Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveriesParamount gains amid report board has formed a special independent committeeViking Therapeutics gains amid takeover speculationSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreKen Griffin: If China invades Taiwan, the U.S. could see “a great depression”Embraer sees 13% increase in 2023 deliveriesStarbucks strikes confident tone on store growth and profitability despite headwindsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreQuality stocks that would outperform in 2024 - UBSNew federal energy standards won't ban gas stovesBaker Hughes cut at Wolfe with 'too much risk' seen in LNG marketSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreEarnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and moreReddit reportedly looking at $5 billion IPO valuationCalifornia playing 'dangerous game' with climate policies, Chevron exec saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 moreThese are the top 10 ETFs with the most bullish sentiment - BarclaysFlorida House passes bill to ban minors from social mediaLevi Strauss to cut global workforce 10-15%, reports mixed Q4 resultsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

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 morePayPal Holdings placed on 30-day negative catalyst watch at CitiTotalEnergies wins 20-year contract to supply renewable electricity to New JerseyTesla earnings call: AI talk, Gigafactory plans, Cybertruck and Optimus robot buzzSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outlook raises concerns. (2:41) Chipotle aims new benefits at Gen Z employees ahead of burrito season. (3:55)Show NotesNetflix is forcing Wall Street to play catch-up as stock continues to rocketU.S. PMI Composite Flash rises in January as manufacturing back in expansionEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreVerizon hits best level in over a year as wireless growth aids telcoStrap in for Tesla earnings with plenty of wildcards in the mixApple scales back its car project while Waymo, Huawei and Xiaomi power upSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the rights to WWE Raw. (3:33) Goldman Sachs picks its favorite return-on-equity growth stocks. (4:23)Show NotesAlibaba surges after Jack Ma, Tsai buy $200M company stockPlug Power surges as CEO says finalized term sheet for $1.6B DoE loanEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreWall Street’s worst performing energy stocks of 2024CAR-T therapies to get boxed warning on blood cancer riskWestern Digital rises after moving to top pick at Morgan StanleySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indicators falls for 21st month in a row. (1:51) AI voice cloning startup gets Unicorn valuation. (3:47)Show NotesStocks most at risk if the Fed reasserts higher-for-longer - JPMChina rushes to support yuan but stock markets bleedWalmart to close Store No. 8 unit amid cost-cutting measuresEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreEuropean gambling company Kindred Group in talks to be sold for $2.5B - WSJRed Sea crisis seen as bigger impact event for shipping than early pandemicBeverage buzz: McDonald's new CosMc's concept starts off strongSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:Sifting the WorldOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesDividend Roundup: Costco, Target, Dell Technologies, Pfizer, and moreThis is still a buy-the-dip stock market - BofAEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 gainsNasdaq leads S&P, Dow futures as tech bulls keep momentumEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesShorts are feeling the heat on these ten stocksApple pops after BofA upgrades on AI, Vision Pro as drivers for growthHumana stock slides after cutting profit outlook on higher medical costsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesS&P, Nasdaq, Dow futures mixed with plenty of premarket data aheadPlug Power discloses at-market stock offering of up to $1B, shares fallEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesA soft or no landing expected, with geopolitics as the biggest tail riskVerizon slips as it says it will take $5.8B impairment charge in Q4Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreChina Q4 GDP grows less than expected amid weak spending, property market declineOccidental CEO Hollub predicts oil supply crunch from 2025Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesEmpire State Manufacturing Survey drops to levels not seen since 2020Goldman Sachs Q4 earnings beat, helped by asset and wealth management unitApple continues drop even as it surpassed Samsung as 2023's top phone makerEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 AIEarnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and moreStocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday WeekEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 OpportunisticA Banner Year To Be A Contrarian In The Golden Age Of Active InvestingEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 NotesWells Fargo in charts: Corporate and Investment Banking revenue falls most Q/QBofA in charts: Revenue declines in most segments amid slower loan expansionDelta Air Lines falls after profit guidance lands short of long-term targetDividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and moreEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreBoeing given formal notice of FAA probe into 737 Max 9 mishapMeta Materials announces $1M civil penalty to settle SEC investigationMcKesson looking to sell Rexall pharmacy chain in Canada - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)Show NotesBerkshire Hathaway's share of Occidental Petroleum hits 34%Google to lay off hundreds in voice assistant, hardware teamsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreConsumer Price Index seen ticking up in December, with core number easingSalesforce and Slack implement hiring freeze: reportGoogle to lay off hundreds in voice assistant, hardware teams Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock downgrade. (2:12)Show NotesTen surprises that could affect markets in 2024Walmart impresses at both CES and ICR with tech initiativesEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 moreTesla launches upgraded Model 3 in North America at unchanged pricesU.S. oil production predicted to reach new records this year and nextBoeing CEO: Company must acknowledge quality issues with aircraftSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) Analysts adjust bank ratings ahead of earnings. (3:55)Show NotesCiti’s 30 stocks for its 2024 top themesNetflix dips after Citi cuts rating on potential risks in '24-25 amid Street's 'lofty expectations'Juniper Networks jumps 25% on report HPE is nearing buyout dealEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by investor. (01:36) Juniper Networks (JNPR) jumps 25% on report HPE is nearing buyout deal. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Juniper Networks, Unity Software, and moreTop 10 stocks with the highest short interest on Wall StreetActivist Elliott builds $1B stake in Match Group - WSJBausch + Lomb drops amid comments at JPMorgan Healthcare ConferenceSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leaders strike spending deal that could avert shutdown. (3:33)Show NotesReal Estate is the top performing sector since the market’s October lowOil falls after Saudi cuts crude prices amid supply, competition woesBlackRock, ARK 21Shares set lower fees for spot bitcoin ETFsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) for around $700M - Bloomberg. (01:44) Audacy (AUDA) files for Chapter 11 bankruptcy as ad sales crash. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Boeing, Harpoon Therapeutics, and moreEarnings week ahead: Citigroup, JPMorgan, UnitedHealth, Delta Airlines and moreWinter weather could mean hot returns for these stocksSome electric vehicles are underperforming EPA range estimates - is yours one of them?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical analysis perspective, using Elliott Wave and Fibonacci (2:25). Taking advantage of AI, tech sector (6:00). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48)Show NotesDividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, and moreAluminum and copper to boost in 2024 + other commodities calls - GSPalantir slips as Jefferies downgrades, says AI is 'overhyped'Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in December, net sales up 9.9%. (01:32) McDonald's (MCD) faces backlash in Middle East impacting business. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Peloton, Medical Properties Trust, and morePepsico products pulled from Carrefour as retailer loses appetite for price hikesMasking returns to some U.S. hospitals amid rising COVID, flu casesMicrosoft may soon supplant Apple as world's most valuable companySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:25)Show NotesAccelerating topline growth stocks - GoldmanInitial jobless claims fall to lowest level in 3 monthsMobileye weak Q4, full-year guidance sends shivers down spine of chip industryEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-commerce tenfold. (01:46) CVS to drop Humira (ABBV) from certain formularies, cover biosimilars instead. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cal-Maine Foods, FuboTV and moreMicrosoft adds Copilot AI button in first big change to PC keyboard in decadesMark Zuckerberg sold $428M worth of Meta stock at the end of 2023Piper Sandler downgrades Apple on iPhone sales and macroeconomic worriesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)Show NotesMegacap rout in January is now consensus - BofAJob openings fall more than expected in November - JOLTS reportEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this month. (01:19) Universal Logistics (ULH) to invest $50M for expansion into greater Roanoke, Virginia market. (01:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SoFi Technologies, Bloomin' Brands and moreTop 10 stock ideas for 2024 Q1 - BofAUPS, CRWD and TOL among Wells Fargo's 11 overweight tactical ideasTesla's China-made EV sales surged in December, capturing over half of global deliveries in 2023Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delivery expectations. (3:10) Show NotesGap between all-time highs for the S&P 500 is the sixth longest in historyEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. (02:10) Corcept Therapeutics (CORT) plunges after loss in patent battle with Teva (TEVA). (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Li Auto, crypto-related stocks and moreOil climbs as Iran sends warship to Red Sea after U.S. sinks Houthi boatsAvangrid cancels merger deal with PNM ResourcesChina's manufacturing expansion picks up driven by stronger domestic demandSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow Notes:In Store For '24Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHDRanking The Magnificent 7 Stocks And An ETF That Owns Them All (FNGS)Portfolio Construction, Options And Covered Call ETF VulnerabilityRob's Sungarden investment PublishingSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:47) Foreign investors are bailing on a big bet on China stocks. (3:03)Show Notes20 global single name stock shorts for 2024 - Morgan StanleyFisker up 9% on huge increase in deliveries between Q3 and Q4Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).Episode transcripts: seekingalpha.com/wsbShow links:Nasdaq, S&P, Dow experienced limited moves on the second to last trading day of 2023Elon Musk’s Tesla likely to set up its first India manufacturing plant in GujaratAmazon, Meta, Booking, Uber on top at Wedbush in 2024Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining stake of Grayscale. (2:55)Show Notes24 global single name stock longs for 2024 - Morgan StanleyInitial jobless claims rise more than expected in past weekIntel slips even as Argus sings praise on AI, Israel foundryEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).Episode transcripts: seekingalpha.com/wsbShow links: 2024 Analyst Outlook: Lawrence Fuller On An Economic Soft Landing ScenarioFannie, Freddie stocks backtrack after rally, analyst Bove weighs inJD.com plans pay hike for staff amid competition, Chinese consumption woes reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46) Apple iPhone design chief said to join Jony Ive at new firm. (2:56)Show NotesCiti’s top stocks in healthcareSoftbank gets $7.6B worth T-Mobile stock at no extra costEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to close Sunday. (01:16) Amazon Prime (AMZN) getting ads next month, or pay for ad-free streaming. (01:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Coherus BioSciences, Bit DigitalBig buying opportunities in the financial and industrial sectors - analystNio closes $2.2 billion strategic equity investment from CYVNBest and worst performing big names of 2023Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new dominant COVID-19 strain. (2:27)Show NotesCiti’s top picks in TechHome price growth eases slightly in October: S&P CoreLogic Case-Shiller IndexEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim Ratcliffe for $1.3B. (01:46) Nano Dimension (NNDM) offers to buy Stratasys (SSYS) for $16.50 a share (update). (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Gracell Biotechnologies, MBIA and moreAirline profits set to take off in 2024Intel's future may be turning around. One firm thinks it eventually splits upCannabis companies higher after Biden pardons thousands for marijuana offensesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3 major drivers to bonds (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Chaim's Fed TraderEpisode transcripts: seekingalpha.com/wsbShow links:Initial jobless claims edge up to 205,000Chance For A Market Dip In Early 2024 - Chaim SiegelWall Street Lunch: Big Moves In The Bond MarketSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZeneca (AZN) takeover interest. (02:35) Government opens investigation into frequent flyer programs. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Rocket Lab, NetEase, Nike and moreNine buy-rated stocks in the Communication Services sector - CitiBecton, Dickinson in $85M settlement over failure to disclose defects with infusion pumpsDOJ says Ultragenyx to pay $6M to resolve Medicare claims allegationsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citigroup (C) plans to exit distressed debt trading - report. (01:54) Tesla (TSLA) supplier Panasonic (PCRFY) shelves plan to build EV battery plant in Oklahoma. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Calliditas Therapeutics, BlackBerryAccenture to buy Jixie, a digital marketing platform in IndonesiaMicrosoft, OpenAI see authors join copyright lawsuit over AI models' training - reportAlphabet gains amid report of restructuring to impact ad sales unitSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates (3:18) and Toyota suspends all Daihatsu shipments (5:15).Episode transcripts: seekingalpha.com/wsbShow Notes:Biden has til Sunday to decide on Apple Watch patent dispute. He's watching it.Toyota suspends all Daihatsu shipments as safety testing scandal widensAtlanta Fed's Raphael Bostic doesn't see an urgency to cut ratesFedEx falls 7% after warning FY24 revenue will decline; UPS drops as well Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle Play Store lawsuit (2:30) and Japanese takeover of iconic U.S. Steel sees bipartisan opposition (3:42).Episode transcripts: seekingalpha.com/wsbShow Notes:Japanese takeover of iconic U.S. Steel sees bipartisan oppositionGoogle to pay $700 million to settle Play Store lawsuitHouthi threat: U.S. forms naval taskforce to protect ships in Red SeaSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire StreamSets and webMethods platforms from Software AG for €2.13B. (01:19) Chuck E. Cheese reportedly exploring a sale, may be worth over $1 billion. (01:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Arcutis Biotherapeutics, Ebix and moreEarnings week ahead: Nike, FedEx, BlackBerry, Micron, Carnival and moreCanada EV push: Zero-emission car mandate expected this weekFashion executives see uncertainty for industry in 2024BTIG makes top medtech stock picks for 2024, sees sector stabilizingSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for 2024 earnings growth and implied volatility levels (0:20). Finding (and getting in front of) extremely undervalued pockets in the market (3:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael's Reading The MarketsEpisode transcripts: seekingalpha.com/wsb.Show links: 2024 Analyst Outlook: Mott Capital On Market Volatility, The Fed, And Investor Challenges And OpportunitiesThe Stock Market Rally Is Likely To Vanish As Earnings Estimates DeteriorateSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags incentives worth $153M for Mexico gigafactory. (01:25) FDA warns companies including Chewy (CHWY) over unapproved antimicrobial animal drugs. (02:22) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Scholastic, Eos Energy and moreGM Cruise autonomous vehicle unit slashes 900 jobsAbbVie, Amgen among firms targeted for latest Medicare inflation penaltiesWhat lies ahead for Baidu in 2024 as it runs AI race with efficiency in mind?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surprise gain. (2:17) Influential bank analyst upgrades 5 stocks in wake of Fed. (4:30)Show NotesUBS’ Top Global StocksWarren Buffett's Berkshire boosts Occidental stake again after CrownRock dealWHO calls for ban on flavored e-cigarettesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Adobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading to the big screen after Barbie breakthrough. (01:50) Carrier (CARR) offloads global commercial refrigeration operations onto Haier (HRSHF) for $775M. (02:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Adobe, Ocular Therapeutix and moreUBS’ Top Global StocksRealty Income 2024: What to expectFive considerations for investing in 2024 - J.P. MorganSEC adopts rule requiring more Treasury trades to be centrally clearedSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 rate cuts next year. (0:38) Stocks rally, Treasury yields fall as Dow Jones tops 37K. (1:35) Show NotesHSBC sets 2024 S&P 500 target of 5,000Pfizer slips as 2024 guidance with Seagen buyout disappointsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow service centers. (01:25) Snapchat+ (SNAP) surpasses 7M subscribers, rolls out new AI features for users. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Take-Two Interactive, Coherent and moreDiabetes patients facing insurance hurdles getting GLP-1s: reportTarget is Goldman's retail top pick for 2024 + other buy ideasCOP28 ends with historic deal to shift away from fossil fuelsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevron doesn't expect hostilities in South America. (3:35)Show NotesTop growth stocks for those wary of valuations - GoldmanFord cuts back on all-electric F-150 production due to slower-than-anticipated demandEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbro (HAS) to cut 900 jobs as it seeks to cut expenses. (01:51) Nokia (NOK) trims 2026 profit margin target after losing AT&T (T) contract. (02:37)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Oracle, Hasbro and moreWalgreens slips as Moody’s cuts rating to junkHarbor Custom Development files for Chapter 11 bankruptcyWarren Buffett's Berkshire Hathaway halves stake in HPCOP28 draft agreement said to avoid fossil fuel ‘phase out’Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AAA forecasts more people flying this holiday season than every before. (0:15) Department store stocks rally. (1:53) Occidental to acquire CrownRock. (3:08)Show Notes7 Consumer staples names that are looking attractiveEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger talks; Cigna planning major stock buyback (update). (01:40) DoorDash (DASH) gets the call-up to the Nasdaq 100 Index. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cigna, Macy's and moreEarnings week ahead: Oracle, Costco, Adobe, FuelCell, Lennar and moreGenerative AI could upend every sector. Oppenheimer has 10 predictions for how it plays outNvidia CEO eyes chip production base in VietnamSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter. (4:51)Show NotesDividend Roundup: Walmart, Dell Technologies, Mastercard, AIG, and more'Panic' on disinflation and a Catch-22 for risk in '24 - J.P. Morgan's Kolanovic]Honeywell to buy Carrier's security business in $5B dealEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) declines offer that could have saved bankrupt trucking company - report. (01:37) Amazon (AMZN) tests new unlimited grocery delivery service for Prime members. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Lululemon Athletica, Avid Bioservices and moreCanada to impose oil and gas emissions cap, in goal to reach net zero by 2050Stellantis to cut jobs at two U.S. Jeep plants amid emissions regulations and sales declinesElon Musk's xAI starts to roll out Grok generative AI chatbot to some X usersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO fights for the stock. (2:50) Trump tapping Jamie Dimon for Treasury Secretary? (4:02)Show NotesTop stocks with highest hedge fund + mutual fund positions, according to GSRockstar's Grand Theft Auto 6 likely delayed, BofA says; Take-Two fallsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps off Nvidia (NVDA) competitor, updates AI forecast. (01:43) GameStop (GME) posts breakeven quarter with Ryan Cohen at the helm. (03:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GameStop, C3.AI, Chewy and moreFormula One tapped as 2024 best idea at CowenTroika Media files for chapter 11 and sale to Blue TorchMeta rolls out default end-to-end encryption on MessengerSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MongoDB, SentinelOne and moreFive9 falls after hours on disclosure that it's not pursuing any transactionElon Musk's xAI startup files to raise up to $1B in equity offeringApple climbs back above $3T amid smartphone optimismSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)Show NotesU.S. strong buy ideas for the next 12 monthsStarbucks falls again as concerns rise that holiday quarter may be weakEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) picks Ericsson (ERIC) over Nokia (NOK) for $14B Open RAN contract. (01:10) Five9 (FIVN) gains on report it's exploring a potential sale. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GitLab, Ericsson, Nokia and moreU.S. strong buy ideas for the next 12 months – according to CitiFluor wins $3B of contracts for Dow's planned net-zero facility in CanadaGoodyear Tire & Rubber is called an auto sector standout by HSBCSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)Show NotesTop 10 trades for 2024 - BofANuke names jump as 22 countries commit to triple nuclear energy capacity by 2050Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) China Evergrande (EGRNQ) winding-up hearing pushed to January. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Spotify, Uber Technologies, crypto-related stocks and moreNew highs: Gold sets another record, bitcoin crosses $41K as rate cut bets growSpotify to lay off 17% of employees to curb costsPiper sees GLP-1s increasing demand for knee/hip surgeries near-termWeight loss drugs seen providing a boost to apparel stocks - StifelSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)Episode transcripts seekingalpha.com/wsb.Show links:Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility reduxBroadcom Leveraging AI To Further Soften Its Cyclical Semiconductor ResetLululemon: Set To Outperform Yet Again In 2024TD Cowen says Cigna, Humana merger would face lengthy regulatory delay

Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls rate-cut talk 'premature.' (1:11) Wall Street reacts to the Cybertruck. (3:21)Show NotesThese small-cap stocks could do favorably in an economic downturn - BofAJ&J gets upgrade from UBS with 'high conviction' in outlookEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertrucks as it looks to shake up electric truck segment (4:47) Disney declares dividend after 3 year hiatus (6:52).Show Notes:Tesla delivers first Cybertrucks as it looks to shake up the electric truck segmentDisney declares a dividend of 30 cents after a more than three-year hiatusMontana's state-wide ban on TikTok blocked by federal judgeEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflation gauge hits lowest level in 2 years. (1:26) Here are the most and least reliable autos. (3:57)Show NotesWall Street looking for below-average stock gains in 2024Salesforce jumps as investors, analysts lay on the loveEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW goes electric with unionization efforts aimed at Tesla (TSLA), Rivian (RIVN) and Lucid (LCID). (01:35) Crude oil climbs as OPEC+ weighs new output cuts, with meeting set to start. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Snowflake, Salesforce and moreDOJ trial to block Spirit/JetBlue set to close on Tuesday as remaining days canceledOccidental Petroleum in talks to acquire Permian producer CrownRock - WSJPhillips 66 gains after activist Elliott takes $1 billion stake, seeks board seatsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP growth is revised up to 5.2% with inflation revised lower. (1:25) GM boosts dividend, announces buyback. (2:49)Show NotesHedge funds could get squeezed on stocks into year endBill Ackman sees Fed rate cuts as soon as first quarter of 2024Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time for building. (00:25) Adelson family (LVS) to buy majority stake in Dallas Mavericks from Mark Cuban - reports. (01:30) Farfetch (FTCH) jumps amid report founder may make offer for luxury fashion site. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Workday, Las Vegas Sands and moreCharlie Munger, Warren Buffett's associate, dies at 99: Berkshire HathawayApple ending credit card partnership with Goldman Sachs - WSJTesla's Cybertruck is finally here - will the launch create a halo effect?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectations pick up sharply in November. (1:38) Amazon takes delivery title from UPS, FedEx. (3:50)Show NotesHedge funds ease up on Magnificent 7 bingeAdobe, Figma deal likely to result in 'substantial lessening of competition'Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm Shein files for U.S. initial public offering - WSJ. (01:25) Saudi Arabia wants OPEC+ members to cut oil production quotas - Bloomberg. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Carlyle Group, Zscaler and moreThese are the most under-owned large-cap tech stocks - MSBroadcom said to let go of 'many' VMware employees after deal closed: reportAlbemarle, other lithium names extend losses on weak pricing as EV demand coolsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40) Zero-day options arrive for Treasury bonds and oil. (2:31) Show NotesThe AI gold rush is here. Buy 'picks and shovels' to benefit.Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSLA) union problems in Sweden include trash piling up and no mail service. (02:07) Fathom Digital Manufacturing holder offers to buy company for $4.50 a share. (03:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: UP Fintech and Crown CastleThe AI gold rush is here. Buy 'picks and shovels' to benefitActivist investor Elliott takes more than $2B stake in Crown Castle - WSJCan current tailwinds support Netflix's accelerated growth in 2024?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to an era of dividend focus (5:45). Fed credibility and how they've left themselves very little wiggle room (8:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael's Lead-Lag ReportShow Notes:JNK: At The Center Of A Credit EventMichael Gayed On Credit Event Phases And The Fed's Unprecedented MovesEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on high yield. (3:43)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesiRobot surges 37% on report of EU approval for sale to AmazonNovo's weight-loss drug Wegovy to make Asia debutNvidia delays launch of an AI chip for China

Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers in Europe posing threat to big Black Friday sale? (01:33) AbbVie (ABBV) suing Sandoz, four others to block generic Rinvoq: report. (02:33)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: iRobot, Fisker and moreSports betting records could be carved up Thanksgiving weekend - watch these stocksBest stocks for when the 10-year Treasury is fallingOctober global smartphone sales break two-year losing streak

OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation expectations raises eyebrows. (1:29) Apple's Tim Cook says there is a detailed succession plan. (3:53)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesHedge funds are crowding more than half of their investments in their top 10 positionsDurable goods orders fall more than expectedDeere’s stock declines on guidance for smaller profit

Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3, guidance blow past expectations. (02:58) Elon Musk, Tesla (TSLA) engineers were aware of Autopilot defect - judge. (03:58)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Virgin Galactic, Autodesk and moreTim Cook discusses Apple's 'very detailed' CEO succession plansBest quality stocks with highest return on capital, according to NasdaqHP CEO: Growth in PC segment likely to double next year

The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the consumer. (2:49) OpenAI investors mull legal action. (4:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesThe 12 least expected market outcomes of '24 - and how to trade themEV shocker: VinFast Auto is on watch after Wedbush says shares could doubleLowe's slides after pointing to fading do-it-yourself demand

Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SEC charges Kraken for operating as unregistered crypto exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over ADHD meds. (02:23)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Agilent Technologies, MorphySys and moreThe top 10 value plays, according to SA Quant RatingsNvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth?Holiday sales are expected to come in better than feared - watch these stocks

Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the A's move to Vegas. (2:25) Hundreds of Open AI employees threaten to quit. (3:03)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesGoldman Sachs 2024 stock strategy - sales growthU.S. leading indicator falls slightly more than expected in OctoberSix Flags lands buy rating from Jefferies on merger upside

Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pausing driverless operations. (02:56) Nokia (NOK) expands partnership with Globe Telecom to cut network power use in the Philippines. (03:50)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: NuScale Power, Chegg and moreTown hall at Disney: Bob Iger to discuss future as investors size up stockAdobe gets EU antitrust warning over $20B planned Figma acquisitionL&T Technology Services collaborates with NVIDIA

Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and Nvidia Corporation (NVDA). (02:20) They also discuss the tale of two retail earnings reports, Walmart (WMT) and Target, (TGT) including WMT’s hint at signs of deflation.Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Nvidia: Assuring Processor Dominance By Technology And Strategic InvestmentsBaidu: Upgrading To BuyWalmart rattles retail sector with warning on consumer spendingTarget rallies 17% after improved profitability flips the script on the retailer

Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprising strength. (1:45) AT&T to launch standalone cybersecurity business. (3:20)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesDividend Roundup: General Mills, Nike, Johnson & Johnson, Marriott, and moreSeven times the markets anticipated a dovish pivot that did not come trueLi Auto rallies after being added to the Hang Seng Index

Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) ChargePoint (CHPT) plummets on CEO replacement, preliminary Q3 results. (01:31) Applied Materials (AMAT) under criminal investigation for evading export controls: report. (02:45)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Applied Materials, ChargePoint and moreTop 10 best performing stocks over the past weekIBM halts advertising on X as report finds ads placed next to pro-Nazi contentItaly bans lab-grown meat in effort to defend traditional culinary culture

Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps cloud business spinoff. (2:30) Goldman channels Taylor Swift for its 2024 market outlook. (3:58)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesWalmart in charts: Comparable sales growth slows amid shifting consumer trendsPalo Alto Networks tumbles as it cuts full-year billings forecastInitial jobless claims increase by 13K, more than expected

Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM) CEO says turning oil and gas firms into 'villains' harms path to net zero. (02:03) Walgreens Boots (WBA) close to £5B pension deal - report. (02:46)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Cisco Systems, Palo Alto Networks and moreBiden hails progress in Beijing ties; Xi tells CEOs China ready to be U.S. partnerEli Lilly said to be eyeing billion-dollar German plant amid GLP-1 shortageGoldman Sachs channels Taylor Swift for its 2024 stock market forecastFDA reviewers reportedly question efficacy of Merck cough drug

Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but retail sales show strength. (2:12) Target shares soar as margins improve. (4:26)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesMichael Burry closes out broad market shorts, bets against semisWarren Buffett's Berkshire Hathaway exits GM, Activision bets in Q3Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy, exits Apple, Shopify

Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CVX) reviewing options for Texas Haynesville shale assets - Reuters. (02:01) U.S. House clears stopgap spending bill to avoid government shutdown, Senate vote next. (02:53) Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: JD.com, Arcturus Therapeutics and moreChina reset? Big business, Biden set to meet with Xi JinpingWall Street’s 20 most overbought stocksC3.ai soars on expansion of AWS deal focused on generative AI

Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate cut in May. (2:00) YouTube to require disclosure on AI video. (3:54) Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesTop 10 most and least shorted stocks by hedge fundsHome Depot tops estimates even as customers opt for smaller projectsCanadian Solar sinks after Q3 miss; Q4 sales guidance far below consensus

Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymphoma drug from US market over failed study. (01:39) Boeing (BA) expands factory to boost output of Patriot missile sensors. (02:19)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Fisker, Snap, Beauty Health Company and moreConsumer price index expected to slow in October; core inflation seen stallingIndex investing has created the most massive misallocation of capital in history – Cathie WoodU.S. probes ~100 tankers for suspected violations of Russia oil sanctions - Reuters

Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a leading producer of lithium for the EV sector. (1:48) Stock and bond markets are now punishing zombie companies. (3:04)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesAlphabet ditches Robinhood stake, filing showsTyson Foods falls 6% after guiding for flat revenue in FY24Ford workers in Louisville vote against new labor deal

China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Biologics in an all-cash deal. (03:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Boeing, StoneCo and moreApple is working on generative AI. Morgan Stanley shares how it could monetize itEarnings Week Ahead: Walmart, Home Depot, Target, Alibaba, Cisco and moreUBS sees pickup in mergers and acquisitions next yearMoody's cuts United States credit outlook to negative, reaffirms ratings

Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what to expect when CPI is released on Tuesday. (00:21) Julie shares the latest analysis on three retailers set to report earnings including Home Depot (HD), Target (TGT) and Walmart (WMT). (02:20) They also discuss the strike that was averted in Las Vegas ahead of major events. (03:43)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst Watch: Walmart earnings, DraftKings event, REITworld, OPEC update and another CPI nail-biterIs Home Depot A Wise Investment Choice Amid Inflation SurgeTarget: A Value Trap, The Sell-Off Should AccelerateWalmart: Strategy, Stability And Innovation In A Single Package

Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling the inflation pinch again. (2:31) Will global instability bring buying opportunities? (5:21)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesDividend Roundup: Exxon Mobil, Kroger, Waste Management, Devon Energy, and moreThe Trade Desk's weak outlook causes Wall Street to defend; shares plungePlug Power plunges as losses mount, hit by 'unprecedented supply challenges'

DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes return to China with Tencent (TECHY) deal to sell VR headsets. (01:28) BlackRock (BLK) plans to create ethereum (ETH-USD) ETF, Nasdaq filing shows. (02:15)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Unity Software, The Trade Desk and moreMeta, Amazon debut feature to shop directly from Facebook and Instagram adsICBC, China's largest bank, said to be hit by ransomware attackHawaiian Electric to delay quarterly filings, citing potential lawsuitsBig tech stocks should continue to perform better than the whole S&P 500 into 2024

DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent from HSBC on deadlines, Elon Musk risk. (1:44) Magnificent 7 stock ownership hits 'critical mass.' (3:41) Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesDisney drives higher as analysts (mostly) applaud resultsAnheuser-Busch InBev lands buy rating from HSBC with global business getting strongerMorgan Stanley wealth management arm under Fed probe over due diligence lapses

Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC Q3 results, but concerns remain over debt, Q4 box office. (01:41) Eli Lilly (LLY) extends expiration of tender offer to acquire Point Biopharma (PNT). (03:15)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Disney, Twilio, Arm Holdings and moreDisney earnings call: Focusing streaming, paving ESPN's futureB&G Foods sells Green Giant vegetable product line to Seneca FoodsGM's Cruise recalls 950 driverless cars after production halt

The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Bros. Discovery plunges despite 'Barbie.'(2:36) Grand Theft Auto VI hype gears up. (3:22)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesTop 10 exchange traded fund inflow leaders of 2023Robinhood stock slides on Q3 revenue miss, expense guidanceRoblox surges as Q3 results top estimates; will give guidance starting next year

Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG) to fully acquire online car dealership CarOffer for $75M. (01:27) Virgin Galactic (SPCE) cuts jobs to support Delta spaceship production. (02:04)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Rivian, Robinhood, Upwork and moreWall Street’s top 10 growth stocks according to SA Quant RatingsJ.M. Smucker forms new strategic business area, makes changes to leadership teamPG&E files for federal extension of Diablo Canyon power plant operations

Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amazon. (1:57) Barclays says there's more pain to come for office real estate. (3:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesChart: Recession probability vs. SLOOSUber in charts: Double-digit growth for total gross bookings, active customers and tripsTop 7 tech stocks with even more growth opportunity

WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest electric vehicle maker to move to NACS charging standard. (01:12) GM, Cruise to hit brakes on Origin robotaxi production as safety woes mount. (02:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Alteryx, TripAdvisor and moreVMware collaborates with Intel to unlock private AI everywhereKinder Morgan to buy NextEra Partners' south Texas assets in ~$1.8B dealOMV, Abu Dhabi near deal to form €30B chemical giant - Bloomberg

South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The U.S. is closer to a recession than you think. (4:07)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesBerkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157BDisney taps longtime PepsiCo exec as new finance chiefBumble CEO stepping down, to be replaced by Salesforce exec

Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo Alto Networks (PANW) close to buying Talon Cyber Security for $600M-$700m - report. (01:54) Elon Musk unveils Grok AI bot with real-time access to X data to rival ChatGPT. (02:36)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157BOil edges up after Saudi Arabia, Russia stick to production cutsSilicon Valley Bank was not a one-off, many more banks will fail - Duke professor

Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20).Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Tuttle Capital ManagementRob Isbitts, Sungarden Investment PublishingWall Street Breakfast: The Week AheadWall Street Breakfast: What Moved MarketsRate Watching And Why The Bond Market Matters

Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Hulu's valuation still up in the air as Disney to buy Comcast stakeSix Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopesUber, Lyft seen having strong Q3 results, though with lower multiples - UBS

There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yield tumbles again. (1:40) Will AI eliminate every job? (3:19)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesBanks at 80-year low vs. S&P 500 and tech is at an all time highReading Wall Street Research Like A ProThe Las Vegas Strip is a week away from its biggest worker strike in history

Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 sales top estimates. (01:59) Amazon (AMZN) to shut apparel stores to focus on grocery business. (03:03)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Apple, Block, Digital Ocean and moreElon Musk warns AI will make all jobs obsolete at some pointBroadcom CEO met with Chinese officials over weekend amid VMware deal - report (update)Novo Nordisk says ~80% of insured U.S. patients pay less than $25 for Wegovy

Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. productivity saw the highest non-COVID acceleration since 2009. (1:25) Palantir Technologies (PLTR) rallies post-results. (2:51)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesReading Wall Street Research Like A ProGoldman Sachs' 25 'conviction list' stocks to buyStarbucks rallies after comparable sales, margins shine in FQ4

Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six Flags (SIX) gain amid reports of potential merger. (01:55) Live Nation (LYV) falls amid report DOJ probing deals with artists, venues -report. (02:52)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Qualcomm, PayPal, Roku, Fastly and moreGoldman Sachs' 25 'conviction list' stocks to buyRayonier targets $1B in asset sales as part of a plan to improve shareholder valueEtsy falls after macro backdrop impacts the retailer's outlook for the holiday quarter

The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike more?' (1:20) Atlanta GDP Now forecast for Q4 tumbles on weak manufacturing. (0:59)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesISM Manufacturing unexpectedly falls in October as demand stays softU.S. Treasury boosts quarterly refunding to $112B of securities

Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks slump amid report NAR, brokerages guilty of collusion. (01:32) WeWork (WE) poised to file for Chapter 11 bankruptcy next week - report. (02:38)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Paycom Software, CRISPR Therapeutics and moreCRISPR, Vertex gene editing therapy gets warm response from FDA panelGenerative AI in 'very early days' for software giants like Microsoft, Salesforce - Deutsche BankU.S. automakers oppose Cleveland-Cliffs bid for U.S. Steel - reportTesla eyes producing 200,000 Cybertrucks annually - Elon Musk

Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slams Janet Yellen. (3:04) Morgan Stanley stands firm with prediction of S&P drop to close out year. (5:25)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesU.S. chip curbs put Nvidia's $5B of China orders at riskCaterpillar’s stock falls amid investor concerns about future growthPfizer posts rare topline miss in Q3 amid COVID cliff

Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel's (INTC) silicon photonics components. (02:48)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: BP, Pinterest, Lattice Semiconductor and moreApple takes wraps off 'scary fast' Macs with M3 chipsSpirit Airlines plunges as investors hope for settlement with DOJ over JetBlue fadesX is now worth less than half of what Elon Musk paid to buy TwitterBiden's Alaska oil plan seen as major threat to future drilling - Bloomberg

The executive order establishes standards for safety and security. (0:15) Will Treasury refunding overshadow the Fed. (1:50) McDonald's (MCD) tops profit and sales forecasts. (3:21)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesSkeptical of a recession? Goldman likes beaten-down cyclical stocksOn Semiconductor drops as fourth quarter forecasts miss estimatesG7 economies to agree on AI guiding principles for companies - report

G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative agreement with Stellantis (STLA), expands strike against GM. (01:57) Boeing (BA) weighing ransomware threat from hackers. (03:10)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Coherus BioSciences, ArcelorMittal and moreHSBC net profit more than triples in Q3; $3B stock buyback plannedCiti explores a Disney trade-off: ABC and India for HuluEvergrande gets last chance for debt deal to avert liquidation; stock hits record low

Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-day FOMC meeting. (00:21) Julie gives a brief earnings preview of McDonald’s (MCD), Starbucks (SBUX), and Eli Lilly (LLY). (03:35) They also discuss Hershey (HSY), the consumer report about lead levels in its products, the impact of the price of cocoa, whether the company should be concerned about weight loss drugs and the upcoming holiday season. (04:53) Hot topic: Kim’s Wall Street Halloween costume ideas. (07:13)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst Watch: Apple earnings, Fed policy meeting, jobs reportEli Lilly: The GLP-1 Opportunity, While Increasingly Recognized, Is Vastly UnderestimatedMcDonald’s Q3 earnings on deck, what to expectBrewing Up Profits: Starbucks' Q4 Earnings Preview

September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its dividend. (3:14) Certain Apple Watch models to be prohibited from being imported into the U.S. (4:09)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesDataTrek: Lofty valuations aren't limited to Big Tech; cites Lilly, MastercardDividend Roundup: Visa, Wells Fargo, Morgan Stanley, Costco, and moreChevron slides after Q3 miss, with sharp drop in upstream results

GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts, strong sales trump AWS growth worries. (01:38) Masimo (MASI) jumps after win in patent fight with Apple (AAPL) at Intl Trade Commission. (02:49)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Intel, Amazon, Ford Motor and moreSolarWinds gains on report it's exploring options, potential saleEli Lilly wins approval of first-in-class ulcerative colitis drug OmvohFord follows GM in withdrawing 2023 guidance, reports operating loss in EV segment

GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft landing scenario. (2:38) Bill Ackman made $200 million on his bond short. (4:53)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesBoomer stocks are a better buy than Millennial stocks – BofAComcast sees Q3 boost from theme parks, broadbandDurable goods orders rise more than expected in September

Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surprise as revenues, profits, users all top forecasts. (01:39) UPS acquiring Happy Returns from PayPal (PYPL). (02:54)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: ServiceNow, Align Technology and moreU.S. House gets a new speaker, but odds of government shutdown next month remainApple AirPods getting a makeover: reportCalifornia’s Cruise incident could have bigger ramifications for the self-driving vehicle industryChoice Hotels calls on Wyndham to engage in merger talks

China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:50) Google to run internet cables to island nations. (4:11)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesStocks returning cash should outperform capex spenders - GoldmanTexas Instruments seeing 'broadened' industrial weakness has Wall Street concernedT-Mobile follows AT&T, Verizon in boosting free cash flow, seeing strong postpaid adds

Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch InBev (BUD) in largest-ever sponsorship deal - report. (02:39)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Google-parent Alphabet, Microsoft and moreApple's China risks are real and rising: Bank of AmericaEarnings misses are being punished a lot more than beats are being rewardedBlackRock to pay $2.5M to settle SEC order on an investment description

Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter. (1:38) Why election years are usually a tough time for stocks. (3:50)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesGeneral Motors says it will moderate electric vehicle production pace3M’s stock rises on higher earnings outlookCoca-Cola rallies after Q3 organic sales sail past expectations on strong pricing

The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-year high. (02:56)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Barclays, Logitech International and moreBarclays reports Q3 earnings; warns of big cost cuts as profits dipSmartsheet to build data hosting facility in AustraliaOxy Petroleum plunges as Exxon, Chevron megadeals remove potential buyers

Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield tops 5% for the first time since '07. (1:21) Morgan Stanley (MS) slammed as purposeless in downgrade. (3:29)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesHealthcare, materials, real estate, and energy overweight by JefferiesBill Ackman pulls the plug on bond short positionHollywood strike: Actors, studios to resume negotiations

Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline. (00:22) Stonepeak agrees to buy shipping-container firm Textainer (TGH) for $50/share (update). (01:23) Japan antitrust watchdog to investigate Google (GOOG) (GOOGL) over search dominance - report. (02:32)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Crypto-focused stocks, Roivant Sciences and moreEarnings week ahead: Amazon, Microsoft, Alphabet, Meta, Ford, GM and moreNew titles drive 10% jump in U.S. video game sales for SeptemberFoxconn said to face tax investigation in China, stock falls 2%

Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30), bonds becoming really good competition for stocks (14:00).Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:SPY: Halloween Comes Early - A Frightening Market Shows Risks Overwhelm Potential GainsRate Watching And Why The Bond Market MattersTBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF StrategiesThe Magnificent Seven Or The Mediocre Seven?The Stock Market Is Starting To Gradually Roll Over

Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In addition, Kim gives an update on the sale of Manchester United. (05:28)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst Watch: Tech earnings blitz, Qualcomm event and Stellantis revealsU.S. Retail Sales Confirms 4% GDP Growth Is On The CardsNetflix in charts: Total memberships rise again in Q3Qatari investors withdraw bid for Manchester United - report

SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesCoinbase legal chief expects SEC will approve a bitcoin ETF soonDividend Roundup: Dell, Lowe’s, Blackstone, Ford, and more

Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) works out deal with Tesla (TSLA) to adopt NACS charging standard. (02:27) Jazz Pharmaceuticals (JAZZ) exploring strategic options, including sale - Bloomberg. (03:15)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: SolarEdge Technologies, Intuitive Surgical and moreChina to restrict exports of key EV battery material graphiteMicrosoft paid top boss Nadella $48.5M in fiscal 2023Starbucks sues Workers United union over damaging social media postMarket investors aren’t as worried about the state of the world as they should be - Paul Singer

The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks strong. (2:58) Cathie Wood's ARK says the bond market could be making a major mistake. (3:53)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesGoldman's top tactical stock trades for earnings seasonPhilip Morris International tops profit estimates, generates record Q2 revenuePhilly Fed manufacturing rises less than expected in October

Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (DVN) reportedly studying possible deals with Marathon Oil (MRO), CrownRock. (02:24) Pfizer (PFE) to price Paxlovid at $1,390 per course on commercial market: report. (03:17)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Elon Musk: 'we dug out own grave' with Cybertruck; Tesla slumps premarketNestlé reports 9-month results; temporarily halts production in IsraelNokia reports Q3 results, reaffirms FY23 guidance and announces 14,000 job cutsJ&J considers third bankruptcy attempt over talc claimsDisney breaks out ESPN figures for first time; channel made ~$16B revenue in fiscal 2022

Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong organic sales. (3:15) Copper rises with China on track for 2023 growth target. (4:08)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesTrillion-dollar tech titans have added additional $2.4T in market cap in past yearIsrael's shekel stays above key 4 handle vs. dollar as worries grow of escalationChina's President Xi Jinping unveils global AI governance initiative, amid US chip curbs

Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September home sales saw Y/Y decline of 17%. (02:11)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: United Airlines, Viking Therapeutics and moreVMware falls amid report about China's review of Broadcom deal (update)U.S. Bancorp stock spikes as Fed exempts firm from Category II requirementsNetlist plunges amid 9th Circuit Court appeals ruling in Samsung fight (update)

The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns continue to hamper Goldman earnings. (2:00) The Animal Spirits Index shows spooked investors. (3:47)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesConsumers power on, driving stronger-than-expected September retail salesBank of America Q3 earnings climb on higher rates, Global Markets improvementBaidu launches new AI model Ernie 4, setting stage for rivalry with OpenAI's GPT-4

Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce deal easing sanctions on Venezuelan oil - report. (01:38) Allstate (ALL) gains amid report activist Trian has taken a stake. (02:31)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Ericsson and NetScout SystemsJohnson & Johnson's Q3 results set to be first report after separation of KenvueTempest Therapeutics continues wild ride as stock rallies 85% (update)FDA grants expanded approval for Merck's lung cancer drug Keytruda

Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Liontown Resources (LINRF). (01:33) Sony (SONY) in talks for potential purchase of Disney's (DIS) India business - report. (02:04)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Lululemon Athletica, Manchester United and moreCrypto meets luxury: Ferrari confirms it will accept bitcoin and ethereum for car paymentsCarl Icahn claims his short bet against malls may be rigged - reportEarnings week ahead: Tesla, Bank of America, AT&T, Netflix, American Airlines and more

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when markets are sliding (0:25). Focusing on dividend growth and safety, not high yields, and why dividend stocks are still attractive when money market yields are high (3:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Show Notes:Dive Into Dividends: 14 Must-Have Stocks When Markets DipTop Dividend StocksEpisode transcripts Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Consumer price index comes in a touch hotter than expected in SeptemberNovo Nordisk to stop late-stage kidney failure trial as interim data shows efficacyTaiwan Semiconductor likely to receive waiver from Chinese export control curbsTesla headwinds include a sales deceleration in China and price cuts in the U.S.Netflix changes ad chiefs with growth shaping up as a struggle

UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in effort to slash costs. (01:17) Disney (DIS), Comcast (CMCSA) hire banks to arrive at Hulu valuation for sale. (02:11)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Dollar General, SMART Global and moreU.S. weighs including Chinese subsidiaries overseas in new AI chip curbs - reportDollar General jumps after appointing Todd Vasos as CEOTesla announces pay raise for German plant workers amid union disputeBanks Q3 earnings preview: Expect NIM pressure, elevated charge-offs

A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing guidance right after new CEO appointment. (2:50) OpenAI intends major updates ahead first Developers Conference. (3:05)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesMost crowded longs and shorts going into earnings seasonDomino's Pizza slips after U.S. same-store sales decline in Q3Initial jobless claims hold steady in past week

UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: Talks between studios, actors break down. (02:29)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Tupperware Brands and Victoria's SecretOpenAI plans to unveil new updates with potentially lower costs to attract developers - reportTempest Therapeutics soars 4,000% on updated data (update)China sovereign wealth fund raises stake in 'Big Four' banks

Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:56) Packaging makers could take a hit from weight-loss drugs. (4:53)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesBank of England warns on U.S. tech stock valuationsProducer price index increases more than expected in SeptemberDisney rises as company announces price hikes at Disneyland, Disney WorldHP investor day shows capital return plans are 'key' to investor base

Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) U.S. to award $7B in funds for hydrogen hubs this week, reports say. (01:41) Samsung Electronics (SSNLF) expects 78% drop in Q3 operating profit. (02:35)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: DaVita, E2open, Polestar and moreClean energy stocks rally as France aims to double output from renewablesThe Las Vegas Strip will have a new mega resort opening in DecemberAmerican Airlines suspending flights to Israel through early December

PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) Barclays digs into climate change impact on the ski season. (4:10)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesAbercrombie & Fitch is called a mall stock standout by JefferiesElectronic Arts rises as BofA upgrades, says discount 'unwarranted' going into 2024Lincoln National debt rating cut at Moody's on capital, profit headwinds

Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW International (WW) rides the Ozempic (NVO) wave, closes up 13%. (01:26) Door maker PGT Innovations (PGTI) gains amid report of rejected $1.9B bid. (02:55) Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Truist said to be in talks to sell rest of its insurance brokerage unitFannie Mae survey shows pessimism in housing market hit new high in SeptemberPG&E to pay $45M penalty for California's Dixie Fire, regulator saysSonos dips amid loss in Google patent case

Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management concerns (2:12) Pintesrest (PINS) gets a vote of confidence. (2:32)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesInvestor Movement Index slips for first time in five monthsAirline flights to Israel are cut back dramatically after Hamas attackArm Holdings rises as JP Morgan starts with overweight rating

Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Peltz plans new push for board seats at Disney (DIS)- report. (01:49) Bristol-Myers Squibb (BMY) to acquire Mirati Therapeutics (MRTX) for $4.8B. (02:44)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Birkenstock IPO likely to price at top end of range - reportTesla headwinds include a sales deceleration in China and price cuts in the U.S.Citigroup to sell China consumer wealth portfolio to HSBC

Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybody's attention (1:45). Rate watching, inverted curves, the absolute level of the 10-year (5:25) and what they're each buying (18:00).Transcripts on Seeking AlphaShow Notes:Powell Prioritizes Inflation, Overblown Fed Reactions And Market NarrativesWall Street Lunch: Job Market Keeps Humming As Payrolls SurgeS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsTBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF StrategiesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most notable catalyst for the week, CPI. He also discusses a topic suggested by a listener, clean energy stocks and why they underperform compared to traditional energy. Julie gives a brief bank earnings preview. Banks start reporting earnings on Friday, October 13.Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst Watch: Eyes on the Birkenstock IPO, PepsiCo earnings and FOMC minutesJobs growth surges past consensus in September; unemployment stays at 3.8%Sunrun, Plug Power lead alternative energy stocks lower, whacked by rising ratesDelta Air is latest carrier to find fake aircraft engine parts - reportU.S. 10-Year Treasury yield tops 4.75% a level not seen since 2007

September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial tumble. (0.39) Tesla cuts prices. (3:12)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesBuy-rated dividend stocks for volatility and high ratesBofA’s Alpha Surprise Model: Lots of Energy additions, Consumer Discretionary deletionsOpenAI mulls making own AI chips

PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to buying Pioneer Natural (PXD) for about $60B - WSJ. (01:58) Amazon (AMZN) lets go employees in communications across divisions. (02:54)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Top 10 stocks with the highest short interestRivian closes down 23%, its biggest ever one-day percentage dropLong-term mortgage rates reach highest level in a generation

AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Americans change the grocery landscape? (3:08) Strategist sees echoes of the 1987 crash in this market. (3:58)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesDive Into Dividends: 14 Must-Have Stocks When Markets DipMcDonald's raises dividend by about 10% to $1.67 a shareCitigroup begins reviewing employees for layoffs, reassignments

Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry (BB) will IPO internet of things unit. (01:29) UAW strike update: Ford (F) announces more layoffs; GM puts cost at $200M. (03:11)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Alibaba logistics hub in Belgium on watch amid espionage fears - reportClorox details financial impact of cybersecurity attackTobacco stocks may face a test if the UK youth smoking ban gains steamAT&T said to start evaluating options for hefty DirecTV stake

SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see oil prices falling to $70. (1:57) UK aims for a smoking-free generation with new rules. (4:10)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesCorrection could be coming for mega caps - Wells FargoPrivate sector job growth slows markedly in September: ADP Jobs ReportTilray touts diversification after Q1 revenue beat

Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to separate Programmable Solutions Group as standalone biz. (01:36) Amazon allegedly used algorithm to boost prices - WSJ. (03:03)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Apple downgraded at KeyBanc on valuation, potentially slow US salesMolson Coors plans to boost its beyond beer business, launch new buybacksMeta said to lay off Reality Labs silicon unit

The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier to find fake engine parts. (2:27) U.S. shale producers won't drill even if oil hits $100/barrel. (3:34)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesJob openings unexpectedly climb in August, snapping downward trendCanaccord Genuity says that the stage is set for a bounce given oversold market conditionsEli Lilly to acquire Point Biopharma in $1.4B deal

GM, Stellantis (STLA) on hook for $9.5B in fines under fuel economy proposal - report. (00:28) McDonald's (MCD) and Wendy's (WEN) win a hamburger legal battle while Burger King preps for trial. (01:40) WeWork (WE) skips $95M interest payments as it looks to negotiate with lenders. (03:02)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: DraftKings, FanDuel see huge increases in Travis Kelce prop betsMicrosoft CEO testifies that Google will expand search dominance with AICleveland Fed's Loretta Mester sees one more rate hike this year

October is traditionally strong for stocks, but it's no sure thing. (0:15) Goodbye, Kellogg (K). (3:13) Will a Tesla Cybertruck arrive in Q4? (3:45)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show Notes'Hey above-median spender' - Jefferies highlights software/net picksNvidia rises, EU says no 'formal investigation' into AI after French raidDatadog rises as Piper Sandler upgrades, citing stability,' boost from AI

Student loan payments resume. What does it mean for the economy? (00:23) Tesla (TSLA) rolls out updated Model Y in China; starting price unchanged. (01:15) Cigna (CI) to pay $172M to resolve Medicare overpayment claims. (02:19)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Syndax Pharmaceuticals, Coinbase Global and moreApple to take action on overheating iPhone 15sMacau's Golden Week starts off strong in potential catalyst for the broad Chinese economy

Catalyst watch for the week of October 1. Seeking Alpha Senior Executive Editor Kim Khan on a notable catalyst for the week, Nonfarm Payrolls. (00:26) He also takes note of the research that evaluates how today’s market compares to the 2018/2019 government shutdown. (02:34) Julie gives a brief earnings preview of Constellation Brands (STZ). (01:37)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst Watch: Tesla deliveries, Google event, Kellogg spinoff, Amgen drama and Ether ETFsAmazon, Disney, Boeing boosted in Wells Fargo Signature Picks portfolioWhy this shutdown selloff looks differentU.S. Government Shutdown Makes It Likely The Fed Is Finished HikingRate environment today 'rhymes with 2008' - J.P. Morgan's Kolanovic

The Fed’s favorite inflation gauge falls below 4% for the first time in two years. (0:15) Bill Ackman says keep shorting Treasuries after worst month this year. (2:07) GameStop’s Cohen calls for ‘extreme frugality.’ (4:10)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesStocks in midst of worst seasonals, but things look up for Q4 - GoldmanBlue Apron skyrockets 121% after landing buyout offer from Marc Lore's Wonder GroupNvidia offices in France raided over suspected anti-competition practices

Nike (NKE) rises on profit beat; China sales miss estimates. (00:23) Exelon (EXC) to pay $46.2M penalty to settle SEC fraud charges. (01:26) Tesla (TSLA) and Chipotle (CMG) are sued separately by the EEOC for civil rights violations. (02:24)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: House Speaker McCarthy snubs Senate plan to avoid government shutdownNews-heavy Amazon closes at the same exact price three days in a rowFed Chair Jerome Powell emphasizes education's role in the economy

Shares rise as meme crowd favorite Cohen takes GameStop (GME) top spot. (0:15) ChatGPT goes real time. (2:55) S&P ETF is the most oversold it’s been in a year. (3:25)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesRate environment today 'rhymes with 2008' - J.P. Morgan's KolanovicPending home sales in August sink 7.1% to lowest since 2020Workday stock falls 10% after subscription revenue forecast seen below estimates; unveils AI Marketplace

Las Vegas hospitality workers vote for strike against hotels, casinos. (00:25) Johnson Controls (JCI) hit with data breach, ‘massive ransomware attack’. (01:17) Evergrande (EGRNF) stock trading suspended in Hong Kong as chairman under surveillance. (02:01)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Peloton, Micron Technology and moreMeta Platforms shows off Quest 3 headset, AI updates, as the face race heats upMorgan Stanley’s top picks for high dividend-paying industriesExercise shocker: Lululemon and Peloton enter broad strategic partnershipBank of America CEO still expects soft landing as consumer spending stays strong

Crude stocks at Cushing, Okla. hit their lowest level in 14 months. (0:15) Hollywood writers set to return to work. (3:37) Here's why a government shutdown could be even worse for stocks than 2018. (4:50)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesDurable goods orders unexpectedly tick up in AugustNextEra Energy Partners cuts long-term growth outlook roughly in halfCostco is defended by bulls despite staying quiet on membership fee increase

Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss existing share sale, valuing it at $90B. (01:37) Intel (INTC) German plant reportedly having difficulty hiring. (02:20)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:DuPont opens new adhesives manufacturing facility in ChinaCostco drops after the close; Co. beat quarterly profit, sales estimatesJabil to divest Mobility business to BYD Electronic for $2.2BChina Evergrande chairman reportedly under police watch, stock drops 19%

Ford (F) pauses construction on giant electric vehicle battery plant in Michigan. (00:26) Costco (COST) members get access to online medical visits in Sesame deal. (01:20) Government shutdown will be 'credit negative' on U.S. sovereign rating: Moody's. (02:03)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: World not ready for Fed rate rising to 7%, warns JPMorgan's Jamie DimonTaiwan Semiconductor reportedly moves up packaging orders for AI demand3M weighs whether to restart PFAS manufacturing at factory in Belgium

Studios, writers reach tentative agreement to end strike. (00:23) Apple (AAPL) to boost India production over five times to $40B - report. (01:21) Rite Aid (RAD) reportedly could close up to 500 stores as part of bankruptcy. (01:57)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Thinking of buying a used EV? Think very, very carefullyOnce-hyped NFTs now are largely worthless, study findsAmazon, Google, Microsoft could be required to disclose cloud customer infoRepublicans divided on stopgap spending bill as U.S. govt shutdown looms

Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:40), sussing out the real market narrative (7:00), technical levels and the 10-year (14:00).Transcripts on Seeking AlphaShow Notes:SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsSPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)Market Crosswinds And Nasdaq Looking Better Than DowSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Rob Isbitts shares why the stock market has been resilient; T-Bills' tough competition (0:35) the salient 10 year yield (9:30) and bright spots in oil and uranium (15:20).Transcripts on Seeking AlphaShow notes:SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsMarket Crosswinds And Nasdaq Looking Better Than DowJerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyChart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.K. issues preliminary approval for Microsoft-Activision merger. (00:26) Kevin McCarthy's third attempt to avert government shutdown fails. (01:02) Detroit automakers could face expanded strike as negotiations continue. (02:24)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: FAA alert warns of GE jet engines with unapproved partsFTX founder Sam Bankman-Fried to stay behind bars ahead of trial - reportCanada's Stelco weighing bid for US Steel - Bloomberg

FedEx (FDX) rises after the close on strong results, estimates. (00:28) Cleveland-Cliffs (CLF) refuses to sign standstill agreement with US Steel (X) - report. (01:51) MGM Resorts (MGM) says operations have recovered from organized hacking attack. (02:41) Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Hollywood strike may end soon as writers, studios return to bargaining tableToshiba set to end 74-year run as listed firm as $13.5B buyout concludesKB Home Q3 earnings reflect steady demand, but average sales price slips

The Federal Reserve kept interest rates on hold as expected. But the summary of economic projections showed median expectations for two fewer rate cuts in 2024. The 2-year Treasury yield hit levels not seen since 2006.Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesPlay-by-play of Fed Chairman Powell's press conference

Klaviyo prices IPO at $30 a share. (00:27) Uber (UBER) may be forced to hike prices by 40% if EU gig work rules passed - report. (01:19) Exxon (XOM) working on direct air capture technology, not EV charging stations. (02:16)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Biggest stock movers today: Instacart, ARS Pharmaceuticals and moreA single oil trader is sparking a price run-up for U.S. physical crude - BloombergDisney slips after move to double Parks investments to $60BPhilip Morris evaluates selling stake in pharmaceuticals unit - report

Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the whole Treasury market at risk? (3:25) Two metals look vulnerable to the UAW strike. (4:27)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesHousing starts plunge more than expected in August as mortgage rates stay highAmazon, Alphabet, Meta top tech names at Wedbush on AI growth

Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at the high end of range, gets $10B valuation. (01:33) Carrier (CARR) reportedly explores listing commercial, residential fire unit. (02:29)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Wall Street Breakfast SurveyUAW to strike at more factories if 'serious progress' not made by FridayPepsi stands to lose as Burger King said to negotiate with Coke: ReportAmazon considers new subscription programs: ReportNike earnings are next week - analysts expect a rough update

U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales of new iPhones tracking well. (1:47) U.S. offshore wind farm projects in jeopardy. (2:34)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesAs IPO market normalizes, watch out for valuations - GoldmanPayPal cut to Market Perform at MoffettNathanson on lackluster gross profit viewBuilder sentiment dips in September, trailing consensus, amid high mortgage rates

Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hopes to crash holiday sales party. (01:35) U.S. home purchases scrapped at highest rate in 10 months - Redfin. (02:45)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links: Alibaba plans to invest $2B in Turkey - reportBiggest stock movers today: Nikola and AlteryxFederal Reserve expected to keep rate unchanged — then what?UAW strike: White House team to reach Detroit this week; Stellantis offer rejectedFerrari and Puma renew their partnership

Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the big event of the week, the 2-day FOMC meeting. (00:22) Julie gives a brief earnings preview of FedEx Corporation (FDX). (02:56) Kim gives an investor and fan analysis of Manchester United (MANU). (04:20) Listen for how he argues that the team was never for sale and compares it to a former department store.Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst watch: Microsoft, Amazon, Oracle, and Intel to Hold High-Profile EventsThe Fed Decision Preview: A Premature Pause Is Likely To Be PunishedManchester United: Assessing Takeover Potential Amid Market BuzzFedEx: An Industrial Stock Poised For Capital Appreciation

Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32) Uranium prices soar. (3:05)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesThree stocks strategies heading into Q4 from GoldmanGE’s stock advances as CFO sees Q3 results at high end of guidance

UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B offer for ABC, other Disney (DIS) networks - report. (01:58) P&G (PG), J&J (JNJ), Walgreens (WBA) face class action suit over cold medicine drug. (03:17) Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:California reaches $93M settlement with Google over violations of location privacyLennar fiscal Q3 earnings beat even as average home prices slipArm Holdings jumps 25% in market debut for a valuation of $68B

WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08) ECB hikes to an all-time high of 4%. (3:23)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesRobotic and AI equity performance is rising, creating opportunities for productivity growthUAW eyes targeted strikes at auto plants in first wave of labor walkoutProducer prices rise more than expected in August

Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier not seen driving revenue in short-term, CFO says. (01:54) French regulator orders Apple (AAPL) to withdraw iPhone 12 model due to high radiation levels. (02:39)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:CrownRock exploring potentially biggest U.S. oil and gas sale in three years - ReutersFTX gets green light to sell $3.4B in bitcoin, ethereum, solanaGoogle lays off hundreds from recruiting team: ReportHackers in the casino: MGM Resorts sees ongoing disruption while Caesars pays a ransom

Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14) Here comes the GameStop movie. (3:35)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesFund managers finally embrace U.S. stocksAmerican Airlines lowers profit guidance to adjust for new labor contract, higher fuel priceAdvance Auto Parts slides after S&P downgrades debt to junk status

Apple (AAPL) unveils watch operated by finger movements, iPhone 15, titanium casing. (00:29) Workhorse Group (WKHS) pops after landing IRS approval for commercial clean vehicle credit. (01:58) California Senate passes bill requiring large companies to report carbon footprint. (02:43)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Birkenstock files for IPO in New YorkAmazon to hike wages for contract delivery drivers - reportBP says CEO Looney resigned after failing to reveal relationships with colleaguesThe GameStop meme story hits the big screen

IEA says peak oil, coal demand hits before 2030. (0:15) Amazon (AMZN) strikes carbon capture deal with Occidental (OXY). (1:20) United States v. Google begins. (3:21)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesMorgan Stanley sees steady CPI to keep Fed on trackA major U.S. auto strike is two days away - here is the latestOracle falls ~10% after revenue miss but Street remains positive on growth storyMGM Resorts is on watch after cyberattack impact rolls into day two

WestRock (WRK) jumps on Smurfit Kappa (SMFTF) merger to create $20B packaging giant. (00:28) JPMorgan (JPM) CEO Jamie Dimon slams Basel III endgame proposal. (01:34) Paramount (PARA) parent strikes deal with lenders to refinance debt - report. (02:31)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:August CPI headline inflation to rise on oil surge, core CPI expected to recededStratasys rejects revised offer from 3D SystemsTesla, suppliers expected to invest $15B in Gigafactory Mexico - report

Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesInstacart aims for $7.8B valuation in IPOCopper bounces from three-week low as Chinese currency gains vs. dollarQualcomm pops as Apple extends chip supply agreement until 2026Barclays warns that a global slowdown is on the horizon

Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM) nears deal to buy Hostess Brands (TWNK) - WSJ. (01:26) Tesla (TSLA) is a top pick at Morgan Stanley with Dojo called a $500B wildcard. (02:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Tesla and Crinetics PharmaceuticalsFDIC says it could have done more to warn First Republic Bank of rate risksApple's big event may be 'quiet.' Why Wall Street thinks that's a good thingKenvue shares may gain after FDA comments in Tylenol-Autism warning label lawsuit

Chris DeMuth Jr. talks about investing in 2023, the current state of the market (0:30) and why he likes the energy sector, especially oil and gas (4:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Chris' investing group, Sifting The WorldShow links:Putting The G In ESG With GasLogChris DeMuth's State Of The Markets January 2023Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29) Apple (AAPL) slips again on China worries; issue is 'way overblown,' analysts say. (02:01) SEC investigating Ryan Cohen's Bed Bath & Beyond trades - WSJ. (03:11)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Smith & Wesson Brands, Hudson Pacific Properties and moreFederal Reserve likely has more work to do, Dallas Fed's Lorie Logan saysFederal Reserve's policy rate is in "a good place' right now, NY Fed's Williams saysFresh round of job cuts coming for Goldman Sachs underperformers

C3.ai (AI) says will not be profitable in Q4 of fiscal year 2024. (00:29) Alibaba (BABA), Baidu (BIDU), Tencent (TCEHY) top picks at CLSA as firm sees trio leading AI innovation. (01:33) AMC sees largest drop since 2021 on plan to sell up to 40M shares. (03:00)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: WestRock, BlackBerry, C3.ai and moreApple slips as China reportedly orders government agencies to stop using iPhonesU.S. Senate confirms Lisa Cook for full 14-year term as Federal Reserve GovernorSAP will acquire LeanIX, an architecture management softwareWestRock in talks to merge with Smurfit Kappa - WSJ

Oil jumps to 10-month high as Saudi Arabia, Russia prolong cuts in output. (00:31) Enbridge's (ENB) falls on deal to buy 3 utilities from Dominion (D) for $14B. (01:30) Kroger (KR), Albertsons (ACI) in talks to sell grocery stores to C&S Wholesalers - report. (02:03)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Enbridge, AeroVironment and moreAbbott acquires Bigfoot Biomedical, furthers growth of personalized solutions for diabeticsFTC expected to file antitrust lawsuit against Amazon later this month - reportHealthcare services provider Syra downsizes proposed IPO to $6MZoom CEO says FTC should look into Teams bundling in US

AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley. (00:33) Thoma Bravo in advanced talks to purchase NextGen Healthcare (NXGN)- report. (01:44) Nestle-partnered (NSRGY) weight loss capsule succeeds in pivotal trial. (02:15)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:IPO Roundup: Arm Holdings, Prospect Energy Holdings and moreLooking to stay in NYC for a visit? Good luck using AirbnbTrip.com Q2 topline shows a 180% jumpTesla's China-made EV sales surge in August

A rise in the unemployment rate with participation rising points to a looser labor market. (0:15) Stocks set to gain for the week after a down August where oil was a rare winner. (1:27)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesWalgreens Boots CEO Rosalind Brewer resignsLi Auto deliveries rose 663.8% Y/Y in AugustNIO delivers 19,329 vehicles in August

23andMe (ME) rises on FDA clearance to report more genetic variants. (00:26) UPS offers some pilots an early retirement package. (01:12) Bernstein says reclassifying cannabis as Schedule III not preferred outcome. (01:47)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Fresh stimulus from China to bolster crisis-hit property sectorAditxt stock drops 48% on $10M private placementLi Auto sales rose 663.8% Y/Y in AugustFord Motor offers UAW workers a 15% combined wage raise

The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation gauge ticks up year-on-year. (1:46) U.S. expands AI chip shipment curbs. (4:14)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesCharts favor three heavily-shorted REITs - BTIGDiscounter pain: Dollar General peels off 14% after guidance cut; Dollar Tree and Five Below also fallPalantir dips after Morgan Stanley cuts rating

Salesforce (CRM) jumps as Q2 results top expectations, raises guidance. (00:31) CrowdStrike (CRWD) slips even as Q2 results surpass estimates, raises guidance. (01:28) Baidu (BIDU) among first companies to get China nod for AI models -report. (02:33)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Salesforce, UBS, Okta and moreSam Bankman-Fried lawyers push for fraud trial delayToyota restarts Japan assembly lines after production system malfunctionTesla under DOJ investigation for building Musk a glass castleCannabis stocks rally amid reports DEA may reclassify drug as less risky

GDP and inflation are revised down, prompting more dovish bets. (0:15) ATM fees hit a new record. (3:05) Burger King’s Whopper will be on trial. (3:32)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesQuits rate, not openings, hints at a peak in the business cycleU.S. airlines are expected to see record traffic over Labor Day weekendTexas Instruments falls as Bernstein downgrades on revenue, margin concerns

Grayscale wins court ruling over SEC's denial of Bitcoin ETF; Coinbase (COIN) jumps. (00:28) Hurricane Idalia may lift construction stocks in shorter term: Citibank. (01:58) Planet Fitness (PLNT) expands pricing pilot to more states. (03:06)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Ambarella, HPQ, Box and moreJOLTS shows megacaps are still mega-dependent on the FedVinFast Auto plunges on market cap reality checkAmazon's CEO: Come back to the office or elseCatalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

EV maker NIO feels the pinch of lower prices on margins. (0:15) Job openings drop to lowest level in more than 2 years. (1;28) The first 10 Medicare Part D drugs chosen for price negotiations. (3:36)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesNIO in charts: Q2 deliveries disappoint amid shift in market preference to Sedans from SUVsJefferies picks a baker's dozen of top small and midcap stocksAT&T, Verizon get rating upgrades at CitiBest Buy gains after posting better-than-feared Q2 earnings report

American Airlines (AAL) is hit with the largest fine ever for breaking tarmac delay rules. (00:27) Toyota (TM) halts production at all factories in Japan. (01:17) Amazon (AMZN) hikes free shipping minimum to $35 to match Walmart's (WMT) requirement. (02:36)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Jackson Financial, UP Fintech and moreMeta, Google, others said to meet with Sen. Schumer on AI next monthSummer of strikes: Why is labor rising across the U.S.?3M board approves $6B settlement for combat earplugsCatalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

Property developer China Evergrande loses 80% of its value as it resumes trading. (0:15) Under Armour (UAA) gets a vote of confidence. (2:05) Danaher to pay $5.7B for UK’s Abcam. (2:56)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesHedge and mutual funds rotate from tech; see the stocks they love and shunKimco to acquire RPT REalty in $2B all-stock dealMongoDB rises as Citi expects 'more impressive' results than competition

XPeng (XPEV) enters a strategic partnership with DiDi Global (DIDIY) that includes buying its smart car arm. (00:30) 3M (MMM) agrees to pay more than $5.5B in settlement over military earplugs - report. (01:29) Jabil (JBL) to sell China manufacturing business in $2.2B deal. (02:26)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: XPeng, VinFast and moreRaimondo in China to discuss U.S.-Sino bilateral relationshipDatabricks in discussions to raise funds at $43B valuation - reportWall Street lists potential targets for Medicare drug price negotiationsCatalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

Catalyst watch for the week of August 27. Seeking Alpha Senior Executive Editor Kim Khan on the core PCE price index and the August jobs report. (00:22) Julie gives a brief earnings preview of CrowdStrike (CRWD) and Salesforce (CRM). (03:05) Kim also shares insight behind the euphoria fading following Nvidia’s (NVDA) second-quarter results and guidance. (04:32)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs reportFederal Reserve is prepared to hike rates more if needed: Powell at Jackson HoleNvidia: Quick Takes On Monstrous Q2 2024 Earnings BeatCrowdStrike checks 'solid,' Q2 results may show seasonality: BarclaysSalesforce checks show 'stable to improving' demand, Wells Fargo says

Jay Powell plays it safe, leading to large swings in stocks. (0:15) Investors ramp up bets against Disney as it hits 9-year low. (2:21) The S&P is flashing a correction signal not seen since the early 2003s. (3:51)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesSix countries invited to join BRICS, including Saudi ArabiaNetflix rises as Loop Capital upgrades on valuation, improving fundamentalsMeta launches AI model for coding

New Maui County lawsuit alleges Hawaiian Electric's (HE) negligence caused wildfire. (00:34) DoJ sues SpaceX (SPACE) for hiring discrimination against asylum seekers, refugees. (01:49) Ukrainian pilots to start F-16 (LMT) training in U.S. soon. (03:00)Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Hawaiian Electric, Affirm Holdings and moreAgape ATP upsizes proposed offering to $7m, seeks Nasdaq uplistingToronto-Dominion Bank under DOJ probe related to anti-money laundering practicesiRobot sets Oct. 12 for new holder vote on revised deal with Amazon

Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from overnight Nvidia enthusiasm. (1:37) Wells Fargo like the look of ‘uber caps.’ (4:55)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesInitial jobless claims fall for second week in a rowRocket Lab rallies after 40th Electron mission includes reusing an engineSnowflake pops as Q2 results show consumption 'stabilizing,' some 'green shoots'

Nvidia (NVDA) soars as Q2 earnings, guidance smash estimates; unveils $25B buyback. (00:27) Jerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield comments. (01:41) Boeing (BA) sees new production issue on 737 MAX - report. (02:53)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: NVIDIA, Splunk, Groupon and moreLVMH, Ferrari, Ralph Lauren, Mercedes-Benz are listed in the new Luxury ETF: LUXXSpaceX reportedly working with Cloudflare to boost StarlinkCVS Health launches biosimilars business, with Humira rival as first product

Goldman Sachs putting pressure on workers not in the office 5 days a week. (0:15) Foot Locker (FL) plunges after suspending its dividend. (2:08) Morgan Stanley highlights AI trends to watch. (3:39)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesFive metrics for AI trendspottingPeloton falls 30% on a lowered forecast as turnaround proves to be elusiveMortgage applications fall by ~4%, reportedly to lowest level in 28 years

Deep FTC probe of Qualcomm (QCOM) auto-chip deal reportedly on deck for Wednesday. (00:32) VinFast (VFS) has the 3rd highest auto market cap - SA analysts say Sell while Wall Street is quiet. (01:35) Goldman Sachs (GS) said to urge staff to work from office five days a week. (03:09)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: AMC Entertainment, Manchester United, VinFast Auto and moreRetail's true crime story: Top execs say rise in theft is cutting into earningsManchester United jumps on report sale may be announced next monthU.S. lifts restrictions on 27 Chinese companies ahead of Commerce Secretary tripCatalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-rising bond yields. (3:11) Dick’s Sporting Goods (DKS) spooks the sector with guidance cut. (4:52)Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesNvidia Is Poised For Another Earnings BlowoutNvidia Q2: Party May Be OverMedtronic raises guidance as Q1 results exceed forecastsJPMorgan continues to ring the alarm of sticky inflation

Arm (SFTBY) files IPO, set to trade on Nasdaq. (00:26) Tingo (TIO) postpones Q2 results yet again after Hindenburg short report, stock -27% after hours. (01:26) S&P downgrades 5 regional banks amid higher for longer rates, asset quality risks. (02:13)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Fabrinet and Tingo GroupZoom Video returns to revenue growth in FQ2, stock rises more than 4% after hoursLos Angeles-area refineries come through hurricane mostly OK - ReutersFDA approves Pfizer's RSV vaccine as maternal immunization for babiesCatalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up again as its earnings approach and the 10-year yields hits a 52-week high. (1:26) See what J.P. Morgan’s AI sentiment model says. (4:06)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesJ.P. Morgan AI model shows sentiment sour on Fed and taxes, fading on buybacksMedical Properties Trust slashes dividend to strengthen balance sheetPalo Alto Networks pops as Wedbush calls Friday night call 'water under the bridge'European natural gas prices jump as Australia LNG workers poised to strike

Marsh & McLennan (MMC) reaches $450M deal for Australia's Honan Insurance. (00:32) Bill Ackman, Boaz Weinstein reportedly make rival $12/share offer for Sculptor Capital (SCU). (00:59) Shipping wars: Amazon (AMZN) restarts service that competes with FedEx (FDX) and UPS. (2:02) Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Palo Alto Networks and Napco Security TechnologiesJerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield commentsChina cuts one-year loan prime rate to record low of 3.45%DuPont near deal to sell resins unit for $1.8B - reportCatalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Steven Cress, head of Quantitative Strategy at Seeking Alpha, joins Kim Khan to discuss the current stock market landscape and how it’s shifted from the 1st half surge (0:25). Market rotation and more breadth - are we in a stock picking environment? Quant Ratings' top picks for H2 2023 (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven CressTop 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For H2 20232 Stock Buys That Leverage ChatGPT And Generative AIQuant Investing: How To Beat The Market With Math

Catalyst watch for the week of August 20. Seeking Alpha Managing News Editor Kim Khan on the significance of r-star and what investors can expect from the Jackson Hole Economic Symposium. (00:22) Julie gives a brief earnings preview of Nvidia (NVDA). (04:28) Kim also shares insight behind 13F filings from Warren Buffett’s Berkshire Hathaway (BRK.B) and Michael Burry. (05:48)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jittersLowe's: A Stable Player With A Lot Of Margin For ImprovementTracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2023 UpdateNvidia: Don't Be The Greatest FoolJackson Hole 2023 Preview: Expect High Rates For Longer

U.S. home sales see first monthly slump since April while long-term mortgages exceed 7%. (00:34) China Evergrande (EGRNF) files for Chapter 15 bankruptcy in New York. (01:58) CVS Health (CVS) says no near-term impact from PBM contract loss. (02:24)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Farfetch, Ross Stores and moreInstacart plans for IPO as soon as next month - reportFord, South Korean firms to build $886M EV battery materials plant in QuebecU.S. to impose tariffs on tin-plated steel imports from China, Germany, Canada

Some Fed officials favored maintaining rates in July; most open to hikes ahead: FOMC minutes. (00:27) BAE to buy Ball Aerospace (BALL) for $5.55B to boost space, defense capabilities. (01:31) Johnson & Johnson (JNJ) finalizes an exchange ratio in Kenvue (KVUE) split-off. (02:28)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Avnet, Wolfspeed and moreHawaiian Electric in talks with financial restructuring professionals - WSJTesla gets big Texas win with charging mandateTyson Foods eyes sale of China poultry business - report

Intel (INTC) axes Tower Semiconductor (TSEM) acquisition after not getting China nod. (00:22) Electric vehicle maker Vinfast (VFS) skyrockets in Nasdaq debut. (01:08) First Solar (FSLR) slides after audit finds forced labor in Malaysian factory. (02:03)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Tower Semiconductor, DLocal Limited and morePhillips 66 to lay off 275 office workers in latest cost-cutting moveSilvergate Capital CEO to depart in next phase of crypto bank's wind-downEsmark CEO says he has cash for U.S. Steel deal

Consumer spending confounds expectations in July, with an Amazon (AMZN) assist. (0:15) Sea Limited (SE) tumbles after earnings. (2:40) More than 70 banks could face credit downgrades. (3:25)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesMoney managers boost risk, dump REITs to Lehman levelsElectric vehicle sticker shock: Tesla introduces cheaper versions of the Model S and Model XMichael Burry's Scion shorts stock market in Q2, exits bank stocksHome Depot sees comparable sales fall 2% as big-ticket demand lags

Warren Buffett's Berkshire (BRK.B) builds stakes in homebuilders DHI, NVR, Lennar (LEN.B). (00:28) Saudi Arabia, UAE said to buy 'thousands' of Nvidia (NVDA) GPUs for AI. (02:17) Catalent (CTLT) accused of misleading investors in shareholder suit. (02:48)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:'Barbie' rolls on, entering all-time top 20 U.S. movie grossesTesla launches cheaper Model S and X standard range versionsRon DeSantis calls on Bob Iger to drop Disney lawsuitUBS to pay $1.44B to settle financial crisis-era mortgage bond caseCatalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia (NVDA) stock price looks attractive to Morgan Stanley. (2:05) PayPal (PYPL) confirms new CEO. (3:05)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesUber Crowded, Battleground and Sweet 16 stock portfolios from JefferiesHawaiian Electric facing scrutiny for not cutting power before Maui wildfiresNikola falls sharply after recalling Class Tre battery-electric vehiclesTMC surges after pricing $27M offering of shares, warrants

U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23) Tesla (TSLA) trims prices of some Model Y versions in China. (01:33) Maui wildfires impact Hawaiian Holdings (HA), Host Hotels & Resorts (HST), and Hawaiian Electric (HE). (02:33)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Starboard Value boosts stakes in Wix.com, Humana, trims SalesforceStudent loan repayments to start up in October - Will it spark a recession?Pharma under threat from bill to expand drug price negotiationsCatalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Transcripts on Seeking Alpha

Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when retail sales and housing starts and permits numbers are released. (00:26) Julie gives a brief earnings preview of Walmart (WMT), Target (TGT), and Applied Materials (AMAT). (01:43) Kim shares insight on what investors may not have expected from Disney, the rationale behind the Disney+ price increases and the rumor that is not going away? (02:24)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filingsFood prices outpace overall inflation again - will these stocks benefit?Target is downgraded at Raymond James ahead of earningsApplied Materials: Still Firing On All CylindersWalmart: The Bottom Could Fall Out If Inflation Levels Continue To FallThe Walt Disney Company (DIS) Q3 2023 Earnings Call TranscriptWalt Disney rises as Wall Street sees Q3 results, guidance as 'turning pointDisney's quarterly revenues, streaming subscribers fall short of forecasts (updated)Disney earnings call: More streaming price hikes amid pivot toward profitsDisney in charts: Key subscriber metrics stagnateESPN moves into sports betting, teaming with PENN on ESPN BetDisney Delivered Where It Mattered Most

Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Biden calls China a ‘ticking time bomb.’ (2:43) Treasury bonds are on pace for record inflows of cash. (4:29)Seeking Alpha transcripts.Show NotesDividend Roundup: Microsoft, Exxon Mobil, Kohl’s, FOX, and moreJPMorgan flags 4300 and 4200 as key technical levels for the S&P 500Treasuries on pace or record year of demand, cash already thereBiden calls China a 'ticking time bomb' amid deflationary spiral, economic woesProducer prices rise slightly more than expected in JulyTech can still outperform the S&P; BMO screens for good betsMicrosoft's role in data breach to be part of US cyber probe - reportMedical Properties Trust slashed to Underperform at Raymond JamesArcher Aviation soars after landing new investment, working out collaboration deal with BoeingTaiwan Semiconductor's July net revenue jumps ~13% over June but falls short Y/Y

GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26) Supreme Court to hear arguments on Purdue Pharma $6B bankruptcy settlement. (2:04) Hawaiian Electric (HE) falls 12% in two days after deadliest U.S. wildfire in five years. (03:19)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Archer Aviation, Maxeon Solar Technologies and moreMeta said to build only roughly 1,000 units of new AR glassesDOJ requests more info on Amedisys, UnitedHealth mergerAluminum prices seen rebounding with low global inventories, Century CEO saysCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20).Transcripts on Seeking AlphaShow NotesInflation rises slightly less than expected Y/Y in July, but shelter prices stay strongFinally, Disney Is Dirt CheapWhy The Correction Could Get Worse

July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) quarterly revenues, streaming subscribers fall short of forecasts. (01:45) Alibaba (BABA) revenue expected to grow nearly 2% in Q1. (03:13)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Plug Power, AppLovin and moreKenvue set to join S&P 500Coach owner Tapestry in talks to buy Capri Holdings - WSJAmyris files for Chapter 11 bankruptcyDisney earnings call: More streaming price hikes amid pivot toward profitsCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con