The Surgeon General calls for mental health warning on social media. (0:16) BofA gets more bullish on chips. (2:54) Evercore puts Street-high target of 6,000 on the S&P. (4:25) Show Notes Next Apple Watch likely to have larger screen sizes, be 3D printed Five catalysts that could propel Costco even higher Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premiu...
Jun 17, 2024•6 min
Toyota (TM) proxy advisers demand vote against chairman amid scandal. (00:25) Boeing (BA) whistleblower reports to FAA have jumped since 737 incident. (02:10) Federal Reserve is well poised to be patient on rate moves, Kashkari says. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Ozempic drives more demand for smaller clothes, WSJ reports 10 predictions on how artificial intelligence will reshape the world: UBS SA Asks: What is the No. 1 cybersecurity threat facing companies toda...
Jun 17, 2024•6 min
Retail sales are expected to climb for the first time since January. (0:18) How can you build a rate-agnostic portfolio? (1:34) Deadpool & Wolverine set for a record open . (3:52) Show Notes Goldman Sachs raises its S&P 500 year-end target to a joint Street high at 5,600 Earnings calendar Catalyst Watch Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Prem...
Jun 16, 2024•8 min
China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11) Show Notes Chinese stocks with improving earnings momentum and expectations of margin expansion Broadcom soars as Q2 results, stock split buoy hopes Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium ...
Jun 13, 2024•7 min
Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner , cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: TSLA, AVGO, and more Apple is not paying OpenAI for ChatGPT deal - report Appeals court vacates ruling banning Amazon from firing pro-union workers Ships will not return to Red ...
Jun 13, 2024•5 min
Fed holds rates , now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P rally to new record highs as yields sink. (0:54) Show Notes Seeking Alpha community still favors first Fed cut in September Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance Global oil markets set for major surplus this decade, IEA says Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to anal...
Jun 12, 2024•9 min
Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24) Musk drops lawsuit against OpenAI: report. (01:31) U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: ORCL, RTO, and more No hot dog for you! Joey Chestnut banned from Nathan's iconic contest Takeaways from Baird’s Global Consumer, Technology & Services Conference within Res...
Jun 12, 2024•7 min
Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick . (3:08) Show Notes Tesla topped Chevron as most shorted large-cap stock in May Supreme Court seeks Biden administration views on Honolulu climate lawsuit General Motors approves new $6B share repurchase program Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...
Jun 11, 2024•6 min
Apple (AAPL) unveils new Apple Intelligence , iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers: DXC, YEXT, and more Is Nvidia primed for Dow inclusion after 10-for-1 stock split? The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst Tesla fa...
Jun 11, 2024•6 min
AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts , starting September. (2:23) DraftKings named a top pick . (3:00) Show Notes Stocks with the highest and lowest liquidity - Goldman Sachs Megacaps tend to get more retail juice post-stock splits - Goldman Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha...
Jun 10, 2024•6 min
Japan auto scandal : False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59) Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: LUV, DO, KKR, and more Adobe seeks to clarify new AI terms after users protest Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now Schwab Trading Activ...
Jun 10, 2024•7 min
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20) Show Notes Earnings calendar Dividend Roundup 7 Actionable trading ideas - Piper Sandler Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 09, 2024•10 min
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility . (01:51) Robinhood Markets (HOOD) to buy Bitstamp , expanding crypto business globally. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Meme stocks, DOCU, MTN, and more Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA Sportsbooks look for a boost from a highly anticipa...
Jun 07, 2024•6 min
The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13) Show Notes Stocks with the largest market cap in the U.S. from the 1950s to today Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 06, 2024•6 min
Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for $400M IPO . (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Nvidia at $3T: ETFs with the biggest weightings in the hot AI chipmaker Biggest stock movers: LULU, FIVE, and more S&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junk Lululemon deliver...
Jun 06, 2024•6 min
An advisory panel votes against ecstasy treatment for PTSD. (0:16) Services activity picks up. (1:34) You know what they call a Chicken Big Mac in Europe? (4:14) Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 05, 2024•6 min
Bayer's (BAYRY) $2.25B Roundup verdict cut to $400M by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut staffing needs this year as carrier faces shortage of planes. (01:01) Nike (NKE) cuts jobs at its European headquarters as part of $2B cost-cutting plan - report. (03:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: CRWD, HPE, and more Elon Musk estimates Tesla will spend up to $4B this year on Nvidia AI chips Microsoft invests in AI start...
Jun 05, 2024•7 min
OPEC+ overproduction and demand concerns are hitting crude prices. (0:16) Roaring Kitty getting kicked off of E*Trade? (1:25) Realty Income more bullish on investment volume. (2:27) Show Notes Goldman Sachs adds 5 stocks to its conviction list Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 04, 2024•5 min
Microsoft (MSFT) faces advocacy group's privacy complaint in Austria over education program. (00:25) Illumina (ILMN) board approves spinoff of GRAIL. (01:54) NYSE to bust erroneous trades in Berkshire Hathaway's (BRK.A) class A shares - report. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: GME, HQY, and more Bill Ackman's Pershing Square seeks to raise $25B for U.S. closed-end fund - report Morgan Stanley's E*Trade considers kicking 'Roaring Kitty' of...
Jun 04, 2024•6 min
Nvidia , AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52) Show Notes 'Sell in May and go away' didn't work (again) but that's good for the year ISM Manufacturing PMI declines in May for a second month in disappointing print Waste Management confirms deal to buy Stericycle for $62/share Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and fo...
Jun 03, 2024•7 min
GameStop surges as Roaring Kitty reveals $116M bet. (00:26) Skydance's latest offer allows Paramount holders to cash out for $15/share - reports. (02:12) Waste Management near deal to buy Stericycle - WSJ. (03:10) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Meme stocks, GSK, and more Stocks most loved by hedge funds and mutual funds Stocks most shunned by hedge funds and mutual funds Tesla shareholders outside of U.S. are at risk of missing vote Live Nation...
Jun 03, 2024•6 min
Economists expect that another 185K jobs were added in May. (0:18) Nvidia 10-for-1 stock split on the way. (1:46) A deeper dive into crypto ETFs. (5:35) Show Notes Elon Musk accused of $7.5B insider trading by Tesla investor Earnings Calendar Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 02, 2024•9 min
Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. (01:15) AI content deals said to be under DOJ scrutiny . (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: ZS, DELL, DJT, and more Walmart jumps head of Amazon Prime Day with its Walmart+ Week event EU approves Biogen treatment for genetic form of ALS Home prices hit new all-time highs in March - S&P Cor...
May 31, 2024•6 min
Q1 inflation was also revised lower , cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006 . (2:02) Is the 60/40 portfolio back? (4:17) Show Notes Activist investor Nelson Peltz sells out of entire Disney stake C3.ai soars as analysts praise AI-enhanced Q4 results, forecast Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Prem...
May 30, 2024•6 min
Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear reactors . (01:16) Homeland Security cracking down on customs brokers used by Shein, Temu (PDD). (03:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: CRM, PATH, and more Activist investor Nelson Peltz sells out of entire Disney stake - CNBC Gap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unpreced...
May 30, 2024•7 min
ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record exposure to Magnificent 7. (5:00) Show Notes American Airlines stock slides on adjusted profit guidance cut OpenAI to see PWC become its largest ChatGPT Enterprise customer Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alph...
May 29, 2024•7 min
ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59) Trading platform Robinhood (HOOD) launches $1B share buyback plan . (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: HOOD, AAL, and more Hess shareholders approve $53B sale to Chevron First of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - report BHP wants more time to discuss $49B tak...
May 29, 2024•6 min
T-Mobile to buy substantially all of UScellular's wireless operations. (0:16) Consumer confidence snaps losing streak. (2:26) UBS boosts S&P target to Street high. (4:51) Show Notes Energy Transfer to buy WTG Midstream in $3.25B cash and stock deal Bitfarms jumps after rejecting $2.30 a sharer offer from rival Riot Platforms CrowdStrike gains as Morgan Stanley sees it topping $100B valuation soon Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full acce...
May 28, 2024•6 min
Hess (HES) shareholders to vote on proposed $53B sale to Chevron (CVX). (00:25) Micron (MU) said to plan new DRAM chip factory in Hiroshima. (01:42) Fed's Kashkari: More positive inflation data needed before rate cut, can't rule out hike. (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: GME, MOMO, and more Earnings week ahead: Salesforce, Costco, Canopy Growth, Dell, Dollar General, and more Elon Musk’s AI startup xAI hits $24B valuation after latest fun...
May 28, 2024•6 min
Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast . Show Notes: Chaim Siegel Is Bullish For 2024 All About Inflation (Again) Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’ Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ra...
May 27, 2024•11 min
