In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts . Today we're discussing interest rates, high yields, REITs and dividends. Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). Episode transcripts: seekingalpha.com/wsb Show links: R...
Nov 18, 2024•8 min
Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes . (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: TSLA, SMCI, and more Nvidia's Blackwell AI chips overheating in servers: report Xi Jinping says China ready to work with Trump 2.0, but warns on crossing ...
Nov 18, 2024•6 min
Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case . (6:05) Show Notes Super Micro Computer to file plan on Monday to remain listed on Nasdaq Dividend Roundup Earnings Calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Nov 17, 2024•8 min
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episode transcripts: seekingalpha.com/wsb Show links: Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined Wall Street Brunch: Time To Eye The CPI Favorable environment for c...
Nov 15, 2024•15 min
NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: AMAT, DPZ, ASTS, and more Defense, government contractor stocks shot down on sudden worries over Trump Pentagon FAA sets record for commercial space licenses amid red tape critic...
Nov 15, 2024•6 min
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30) Show Notes Long Magnificent 7 still considered most crowded trade ASML Holding confirms long-term targets amid AI-fueled chip boom Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalp...
Nov 14, 2024•7 min
Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, CNH, and more i-80 Gold cut in half after issuing going concern warning Exxon to cut nearly 400 Pioneer employees in Texas by 2026 Lilly three-year tirzepatide results show sustained weight loss, dia...
Nov 14, 2024•6 min
Annual CPI rises , but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51) Show Notes Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance Skyworks sinks on earnings as outlook remains tethered to Apple Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seeking...
Nov 13, 2024•6 min
Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs , economy chief says. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SPOT, RIVN, and more Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts Rivian Automotive and Volkswagen finalize their major EV partnership...
Nov 13, 2024•5 min
National Retail Federation says survey sets up a good holiday season . (0:16) Shopify jumps on earnings . (2:46) Activist Elliott aims for Honeywell breakup . (4:21) Show Notes Is the Magnificent Seven at the end of their magnificent advantage? Home Depot gains after topping comparable sales expectations Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at...
Nov 12, 2024•6 min
Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview : Cautious tone amid debt woes. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: LYV, GRAB, and more Baidu unveils AI smart glasses, text-to-image generator at annual event - report Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells American ...
Nov 12, 2024•6 min
Piper Sandler makes NVDA its top large-cap stock pick . (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32) Show Notes Monolithic Power Systems tumbles as Blackwell allocation 'at risk' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Nov 11, 2024•4 min
Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm : report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10) Episode transcripts seekingalpha.com/wsb . Show links: Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more Firefox turns 20: Can Mozilla return to its previous heights? Wall Street picks for bank stocks after Trump's victory include Capital On...
Nov 11, 2024•5 min
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calenda r. (2:41) Bitcoin hits $80,000. (4:57) Show Notes Wells Fargo’s Growth List Dividend Roundup Russia mulling mega oil merger Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Nov 10, 2024•7 min
Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation. Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst rati...
Nov 09, 2024•8 min
Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks. Show links: Wendy's enlists Palantir's AI to keep up with Frosty demand Chips mostly rise as earnings fly in; Qualcomm gives up gains Asian markets mixed after Fed's expected rate cut Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib...
Nov 08, 2024•4 min
Powell says president removing Fed chairman ' not permitted under the law .' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) Show Notes Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscripti...
Nov 07, 2024•5 min
Airbnb (ABNB) Q3 earnings on deck : Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: QCOM, MELI, and more MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economi...
Nov 07, 2024•7 min
Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall . (2:39) Tech stocks bullish and renewable energy dives . (3:01) Show Notes Super Micro Computer down 25%, giving up its entire AI rally Incumbent party loses three-straight presidencies for the first time in 120 years Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe ...
Nov 06, 2024•6 min
Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring . (03:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: DJT, SMCI, and more Dave faces FTC complaint alleging deceptive practices to...
Nov 06, 2024•6 min
So far , stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps . (1:36) Palantir posts ' eye-popping ' quarter. (3:01) Show Notes Midcap stocks with ‘significant scope’ for upside ADM postpones Q3 earnings to amend results amid more accounting errors Dollar Tree faces another challenge after its CEO steps down Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grade...
Nov 05, 2024•6 min
SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: CLF, PLTR, and more Wynn Resorts falls after Macau revenue misses the consensus expectation Goodyear cost saving...
Nov 05, 2024•6 min
Those with 100mg doses of VK2735 lost an average of 8.2% of body weight . (0:15) Peloton snags a double upgrade . (2:41) Regulators nix Talen-Amazon power deal. (3:47) Show Notes Marriott's full year outlook lowered again on sluggish Chinese markets Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Nov 04, 2024•5 min
Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview : Can the software maker justify its valuation? (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: NVDA, DJT, and more Election-proof Walmart is tipped to see gains amid market uncertainty OPEC+ delays 2.2M barrel-per-day increase unt...
Nov 04, 2024•6 min
How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple . (3:45) Show Notes Here's how to invest for a Trump or Harris presidency Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Nov 03, 2024•6 min
Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, INTC, and more Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts Carvana shares defy gravity, but is the stock's valuation j...
Nov 01, 2024•6 min
Guidance from Microsoft and Meta spark a spooky sellof f. (0:15) The Fed's favorite inflation gauge ticks up . (2:00) Estée Lauder slashes its dividend. (3:16) Show Notes Call overwriting and call buying opportunities within the Russell 1000 Put underwriting and put buying opportunities within the Russell 1000 Peloton appoints Apple Fitness+ co-founder as CEO Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores...
Oct 31, 2024•6 min
Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: MSFT, META, and more Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway Key takeaways from Meta's Q3 earn...
Oct 31, 2024•6 min
Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46) Show Notes AMD's results were solid. Why Wall Street wanted more. Shake Shack rallies to a new 52-week high after strong earnings Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, ...
Oct 30, 2024•8 min
Solid user engagement drives Reddit's robust results ; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GOOG, SNAP, and more Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg Ukraine, Russia said to be in talks over halting attacks on energy infrastructure Robotaxi stunner: Waym...
Oct 30, 2024•6 min
