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 Notes Stocks most loved and shunned by hedge and mutual funds Telegram backs CEO Pavel Durov as his arrest prompts online backlash 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 seekingalph...
Aug 26, 2024•6 min
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 more Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict This sector is seen as being the most impacted by the 2024 U.S. election Telegram backs CEO P...
Aug 26, 2024•6 min
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 Notes Nvidia earnings previews ‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks 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 ...
Aug 25, 2024•7 min
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 Notes A brief history of Jerome Powell's past Jackson Hole speeches 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 ....
Aug 23, 2024•3 min
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 Notes Skydance urges Paramount to end negotiations with Edgar Bronfman Canada government orders railroads into arbitration over labor contract Altria 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 ...
Aug 23, 2024•5 min
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 Notes Morgan Stanley’s 20 Top Stock Picks Lionsgate apologizes for fake film critic quotes in the Megalopolis trailer Snowflake falls after 'good, but perhaps not enough' Q2 results Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant ...
Aug 22, 2024•6 min
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 more Several FOMC members saw a case for cutting at July meeting: Fed minutes Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’ Hallib...
Aug 22, 2024•6 min
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 Notes Oppenheimer’s top 32 ideas for August-September Warner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passes 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...
Aug 21, 2024•7 min
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 more Oppenheimer’s top 32 ideas for August-September Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement Fed's Bowman says...
Aug 21, 2024•6 min
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 Notes S&P 500 buy and sell ideas for each of the sectors Edgar Bronfman has reportedly raised $5.5B to bid for Paramount Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri...
Aug 20, 2024•6 min
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 more Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech Trump would consider ending EV tax credit, naming Elon Musk as adviser - report Kamal...
Aug 20, 2024•6 min
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 Notes AMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilities Estée Lauder CEO Fabrizio Freda announces intention to retire Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div...
Aug 19, 2024•5 min
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 more Evercore ISI screens banks likely to fare better when the Fed cuts rates China stops releasing real-time foreign fund flow data Wall Street Breakfast: Better For ...
Aug 19, 2024•6 min
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 Notes Goldman Sachs lowers U.S. recession risk on strong economic data 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 ....
Aug 18, 2024•8 min
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 more Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others PepsiCo could be sued for misleading cons...
Aug 16, 2024•6 min
Retail sales allay recession worries with 1% July gai n. (0:14) Walmart rallies on earnings . (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49) Show Notes The 'battleground' stocks shorted by hedge funds, owned by many long-onlys Alibaba posts mixed quarterly results 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/sub...
Aug 15, 2024•7 min
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 more Crypto bill can be passed this year, Schumer says, as Democrats woo industry Google says: Iranian group...
Aug 15, 2024•6 min
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 Notes Victoria’s Secret stock soars on prelim earnings beat, new CEO Nvidia, Coherent, Marvell, Apple supply chain updates 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...
Aug 14, 2024•7 min
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 more July CPI in focus but keep watch on retail sales as growth risks stalk markets: Goldman Automakers lowered U.S. vehicle prices again in July and raised incentives...
Aug 14, 2024•6 min
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 Notes BofA’s Fund Manager Survey: Recession fears rise Home Depot points to weak consumer spending trends 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/subsc...
Aug 13, 2024•7 min
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 more Semiconductors could start recovering in October, BofA says NASA watchdog hits Boeing on quality control problems with Space Launch System O...
Aug 13, 2024•6 min
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 Notes 74 S&P 500 stocks that can beat the cash yield Stock market to stay choppy near term after historic volatility shock 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...
Aug 12, 2024•6 min
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 HUMA Tesla pivots to pricier Cybertrucks; halts orders for cheapest version Earnings Week Ahead: Walmart, H...
Aug 12, 2024•6 min
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 Notes 42 high-quality, low beta stocks to better ‘sleep at night' Chinese robotaxi operator WeRide seeks up to $5B U.S. IPO Fed 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, ...
Aug 11, 2024•11 min
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 more Donald Trump thinks the president should have a say on monetary policy - report Richmond Fed's Barkin says hiring is slo...
Aug 09, 2024•5 min
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 more Monster Beverage falls after cautious guidance, reversal in alcohol sales Airbnb losses accelerate as market continues to digest soft outlook for travel Citi spotlights...
Aug 08, 2024•5 min
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 more Microsoft says Delta declined 'repeated' assistance after CrowdStrike-linked outage NBA's telecast deal with Amazon has 'several provisions' Warner coul...
Aug 07, 2024•6 min
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 more Market Opportunity In Today's Uncertain Market Warner Bros. Discovery wants to avoid break-up of compan...
Aug 06, 2024•6 min
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 mode Earnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and more Buffett's Berkshire Hathaway cuts massive Apple stake b...
Aug 05, 2024•6 min
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/wsb Show links: How To Make Better Decisions In Any Financial Mar...
Aug 04, 2024•12 min
