McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy . (2:28) Wells Fargo shakes up its Signature Picks list , ditching Amazon. (4:30) Show Notes End of Lilly obesity drug shortage leads to lawsuit China balks at major stimulus Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Oct 08, 2024•6 min
Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Chinese stocks, and more China announces special bond to support economy, no major stimulus ADT announces 'unauthorized activity on the company’s network' Vodafon...
Oct 08, 2024•7 min
The AI server company says it is shipping more than 100K GPUs per quarter . (0:16) Apple gets a rare downgrade . (2:21) Google faces new threats to its search dominance . (3:37) Show Notes Yield curve inverts again Hedge funds pile into healthcare stocks amid dip Wells Fargo cuts Amazon as headwinds pressure OI, margins Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking ...
Oct 07, 2024•6 min
Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PFE and ALTM Regeneron co-founder warns of harms from weight-loss drugs: FT BP said to eye raising oil production as it scales back clean energy strategy TotalEnergies to acquire 50% stake in Nort...
Oct 07, 2024•6 min
Nvidia's three-day summit is one of three AI events . (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58) Show Notes Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11% Wynn Resorts granted UAE’s first commercial gaming license Earnings calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor...
Oct 06, 2024•8 min
Spirit Airlines (SAVE) considering bankruptcy filing - WSJ. (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SAVE and SMMT What Seeking Alpha analysts think about the Tesla robotaxi event Barnes Group jumps amid report Apollo in talks for $2B takeover JPMorgan Chase buys stake in Australia's...
Oct 04, 2024•5 min
CEO Jensen Huang says the new Blackwells for AI are on track . (0:16) Tesla chief information officer out . (2:57) Lilly weight-loss drug shortage ends . (4:03) Show Notes Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets The most crowded restaurant stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co...
Oct 03, 2024•6 min
Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends . (03:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: LEVI, STLA, and more Hershey looks for the right recipe to battle high cocoa prices Nvidia CEO: 'Demand for Blackwell is insane' OpenAI overtakes S...
Oct 03, 2024•7 min
Members in top-rated Medicare plans for 2025 drop sharply . (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short . (4:05) Show Notes BofA’s top 10 ideas for the fourth quarter Barclays sees little upside for Super Micro Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Oct 02, 2024•7 min
Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions : report. (01:24) Middle East conflict : Fears of wider war mount, oil continues to gain. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NKE, LW, and more Gold rises to second highest-ever settlement on Middle East escalation fears CVS Health investor Glenview denies it's pushing to break-up compa...
Oct 02, 2024•6 min
Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO . (3:52) Show Notes Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA Boeing looking to raise at least $10B via share sale Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Oct 01, 2024•6 min
T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59) Episode transcripts seekingalpha.com/wsb . Show links: Veeva Systems faces increasing competition from Salesforce: Morgan Stanley Dockworkers go on strike, shutting down ports from Maine to Texas Federal Reserve's policy rate is not on preset course ...
Oct 01, 2024•6 min
TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coa l. (4:06) Show Notes Wall Street institutions share their S&P 500 year-end targets Core inflation is still 'uncomfortably' above the Fed's goal - Bowman Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib...
Sep 30, 2024•6 min
East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Chinese stocks, and more Stocks to watch amid the threat of a major East Coast port strike this week Israel downgraded by Moody's as war weighs on economy Economic growth, interest rates to dictate qual...
Sep 30, 2024•6 min
Economists expect the 144K jobs added in September . (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30) Show Notes Earnings Calendar Stocks with the highest consensus of expected ROE growth Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Sep 29, 2024•5 min
Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas U.S. and Intel could close $8.5B chip funding by year-end - report Intel said to rebuff approach by Arm Holdings for pr...
Sep 27, 2024•5 min
Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy . (2:39) PayPal to let business customers hold crypto . (3:53) Show Notes Buy Tesla call options ahead of two October catalyst events - Goldman Durable goods orders come in flat in August; core number rises more than forecast Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscr...
Sep 26, 2024•6 min
OpenAI (MSFT) to remove non-profit control , give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MU, ARMK, and more Vistra passes Nvidia to become S&P 500's top gainer this year Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 202...
Sep 26, 2024•7 min
China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50) Show Notes The Top Five short crowded stocks in each sector The Top Five long crowded stocks in each sector Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscripti...
Sep 25, 2024•6 min
Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600 . (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SAP, SFIX, RITM, and more Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle Caroline Ellison sentenced to 24 months in prison over FTX collaps...
Sep 25, 2024•7 min
Chinese stocks surged as the central bank took bold stimulus moves . (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions ? (4:03) Show Notes Stocks that benefit from a softer labor market Snap taps Google’s Gemini AI for Snapchat's chatbot Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscrip...
Sep 24, 2024•6 min
U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share . (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00) Episode transcripts seekingalpha.com/wsb . Show links: Take the Seeking Alpha Sentiment Survey Biggest stock movers Tuesday: SNOW, LNW, and more Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies Trump threatens Deere wi...
Sep 24, 2024•7 min
International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade . (3:37) Does McDonald's Big Arch deliver? (3:56) Show Notes Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra...
Sep 23, 2024•6 min
Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories . (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: INTC and CIEN Google's emails presented as key evidence in antitrust trial Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars Telix to expand its North Ameri...
Sep 23, 2024•6 min
Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite i nflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04) Show Notes Goldman Sachs’ Rubner: Negative near term Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscr...
Sep 22, 2024•7 min
Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55) Macy's (M) to hire fewer employees for holiday season this year. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: FDX, NKE, and more OpenAI's possible pursuit of IPO creates unique challenges J&J said to boost offer to settle baby powder lawsuits to over $8.2B Disney to st...
Sep 20, 2024•6 min
J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally . (1:15) Alibaba unveils 100 open-source AI models. (4:01) Show Notes Small cap stocks that could perform best during downturns Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Sep 19, 2024•6 min
FedEx (FDX) Q1 earnings on deck : What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: PLUG, NIO, and more Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern Tesla's up...
Sep 19, 2024•7 min
Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09) Show Notes Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for ful...
Sep 18, 2024•6 min
East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LUNR, CWST, and more Snap releases latest AR glasses, Spectacles, targeted at developers EU to impose hefty fines ...
Sep 18, 2024•6 min
