Goldman hikes target, but Bill Gross says Tesla trades like a meme stock . (0:16) Samsung's 'indefinite' strike . (3:20) Citi says take AI profit . (4:03) Show Notes Carvana adds features to make it easier to buy electric vehicles Baidu climbs after Beijing proposes draft rules for robotaxis Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha...
Jul 10, 2024•5 min
Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: BIDU, LZ, and more Musk claims new Tesla Optimus design will be completed in 2024 Albertsons, Kroger list stores to be sold in merger ahead of trial next month Microsoft...
Jul 10, 2024•7 min
Fed chief says 'elevated inflation is not the only risk .' (0:16) Mounjaro tops Ozempic in study . (3:32) Warren Buffett value indicator tops dot-com levels. (4:47) Show Notes Nvidia, Micron, others in focus as KeyBanc boosts targets after chip checks Federal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to See...
Jul 09, 2024•6 min
Beryl hits Texas: Houston sees widespread power outage , heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: BP, INTC, and more Study finds patients lost more weight on Mounjaro than Ozempic Big Lots sets another all-time low as risk of bankruptcy looms U.S. consumer credit expands...
Jul 09, 2024•6 min
Merger Monday deals in beverages , energy , drugs and entertainment . (0:15) Hedge funds like commodity-linked stock s. (2:35) Apple iPhone sales said to be shoring up. (3:17) Show Notes TSA boarding numbers show no signs of the economy slowing down - Apollo UBS boosts NVDA target as checks confirm demand still 'exceedingly robust' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe...
Jul 08, 2024•6 min
Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: PARA, GRFS, and more Paramount and Skydance agree to merge, shaking up entertainment industry Merger Monday: Carlsberg to buy Britvic in $4B deal SA Asks: What's a good alternative stock to Nvidia? Sign up fo...
Jul 08, 2024•5 min
Major banks are the start of quarterly results . (0:17) Consumer inflation is expected to fall annually. (3:10) The big thing about Nvidia. (5:37) Show Notes Farewell to the famous Tropicana Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jul 07, 2024•9 min
Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20). Show Notes: Bitcoin slumps below $58K for the first time in two months Labour wins U.K. election, sweeping to power by a landslide Automakers Honda and Nissan eye collaboration on software and EV charging Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full acc...
Jul 05, 2024•5 min
The Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock . (5:04) Show Notes Odds of Harris getting Democratic nomination now even with Biden JPMorgan chief global markets strategist Marko Kolanovic said to leave bank Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divide...
Jul 03, 2024•9 min
FTC sues to block Tempur Sealy's (TPX) $4B purchase of Mattress Firm. (00:23) EV maker Rivian (RIVN) has no production plans with Volkswagen - report. (01:42) Eli Lilly (LLY) wins FDA approval of donanemab for Alzheimer's. (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: PARAA, CVAC, and more Deutsche Bank’s Fresh Money list for Q3 The stocks with the most extreme upside in Q2 - Piper Sandler Skydance, NAI come to new deal on Paramount merger - WSJ Sign ...
Jul 03, 2024•6 min
Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a ' major turnaround '? (4:28) Show Notes The top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofA M&A thrills: Meet the new theme park sector giant SA subscribers believe this will be the top-performing S&P 500 stock in H2 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d...
Jul 02, 2024•8 min
Paramount (PARA) (PARAA) talking with potential partners to merge streaming - CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn's (CONN) may file for Chapter 11 bankruptcy - report. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: PARA, INCY, and more Where Morgan Stanley sees pockets of safety as S&P 500 faces 'technical fragility' Will BYD beat Tesla ...
Jul 02, 2024•6 min
Keith Gill discloses 6.6% stake in Chewy and is named in pump-and-dump class action . (0:15) Manufacturing activity contracts again. (2:20) Tech industry turns to nuclear for AI power demands. (4:40) Show Notes AI megacap stocks face a tough valuation test this earnings season Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscripti...
Jul 01, 2024•7 min
BlackRock (BLK) to buy data provider Preqin in $3.2B deal . (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model - report. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: SPR and LI Surveillance network: FedEx, retailers said to be sharing AI camera feeds with cops Rising drug costs force a third of Americans to leave prescriptions unfilled: report A second Trump admini...
Jul 01, 2024•6 min
Nonfarm payrolls are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street myth busting . (6:40) Show Notes Who Doesn't Feel Comfortable Owning Apple? Nvidia's Upside Volatility. Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 30, 2024•8 min
Nike (NKE) cuts revenue growth forecasts as macro headwinds to have 'pronounced' impact. (00:27) Biden, Trump go back and forth over inflation at first U.S. presidential debate. (01:47) Equinor (EQNR) comes up dry in first Argentina offshore well. (03:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NKE, DJT, and more Meta may block news content on Facebook in Australia if forced to pay licensing fee NFL ordered to pay $4.7B after losing Sunday Ticket antitr...
Jun 28, 2024•6 min
Shares hit multi-year-low on weak guidance . (0:16) Levi's shares fade fast . (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26) Show Notes Durable goods orders edge up in May The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ....
Jun 27, 2024•7 min
SpaceX said to hit $210B valuation, wins $843M NASA deal . (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: BB, MU, and more The negative correlation between the dollar and the S&P 500 will continue - Piper Sandler Amazon joins $2T market cap club, boosted by R...
Jun 27, 2024•6 min
Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull . (4:08) The IRS says sorry . (5:00) Show Notes Goldman’s top 50 high Sharpe Ratio stocks These 5 stocks in the S&P now have the highest prices following Chipotle's split Whirlpool stock jumps as Bosch weighs takeover bid Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premiu...
Jun 26, 2024•7 min
Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55). Episode transcripts: seekingalpha.com/wsb Show links: Nasdaq, S&P, Dow futures tick up after tech stocks recover Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data Exxon threatens to suspend French refinery if strike continues Sign up for our daily newsletter here and for full access to ana...
Jun 26, 2024•11 min
Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks . (3:09) Hedge funds keep cashing in on tech. (3:55) Show Notes Airbus's stock falls more than 9% after cutting guidance U.S. consumer confidence pulls back in June, but range-bound for past two years Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at...
Jun 25, 2024•5 min
Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would ' adversely ' impact earnings. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: DJT, SEDG, EPAC and more Shein confidentially files paperwork for possible London IPO - reports Uber cutting out idle time for NYC drivers by enacting l...
Jun 25, 2024•6 min
United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion . (4:23) Show Notes Gap between growth and small-cap is huge, but don't call it a bubble Micron sees price target raised at Citi, Wolfe ahead of earnings CrowdStrike reaches S&P 500 Index five years after IPO Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings...
Jun 24, 2024•7 min
ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: RXO, RMD, and more CDK Global works on fixing data breach that hit thousands of car dealers Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity Gap between growth and small-ca...
Jun 24, 2024•5 min
A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58) Show Notes Stocks with the highest ROIC but not the highest valuation Apple and Meta have held talks about AI partnership GLP-1 drugs linked to reduced dementia risk: study Earnings Calendar Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst rati...
Jun 23, 2024•8 min
Qualcomm (QCOM) dips following reports of AI laptop struggles ; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers: ASAN, SWBI, and more Unprofitable growth stocks with a path to profitability - GS Top 10 Info Tech stocks according to SA Quant Ratings SoftBank boss regrets Nvidia stake ...
Jun 21, 2024•6 min
Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump . (2:09) UBS spies small-cap outperformance. (5:38) Show Notes Seeking Alpha Investing Summit insight Nvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil' Kroger rallies after topping Q1 estimates, backing full-year profit guidance Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g...
Jun 20, 2024•6 min
Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company . (00:56) Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NVDA, DJT, and more BlackRock sees no AI bubble and says AI winners will drive market returns for a while Accenture plans to buy Fibermind - a network services player in Italy U.S. h...
Jun 20, 2024•5 min
Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20). Episode transcripts: seekingalpha.com/wsb Show links: Nvidia rises after Rosenblatt sets Street High PT of $200 Invesco sees two rate cuts this year while KPMG sees six in 202...
Jun 18, 2024•8 min
U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring . (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15) Episode transcripts seekingalpha.com/wsb . Show links: J.P. Morgan’s top picks within Defensives Most shorted S&P 500 stocks in May Biden set to reopen U.S. oil reserves if gasoline prices surge a...
Jun 18, 2024•5 min
