The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb . (1:38) Microsoft boosts its dividend, OKs $60 billion buyback . (3:43) Show Notes SA Sentiment: Will the Fed cut rates by 50 or 25 basis points? Small-cap stocks best positioned for further upside 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 seekinga...
Sep 17, 2024•6 min
Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: INTC and APP Free speech? TikTok in court to argue against U.S. ban Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants...
Sep 17, 2024•7 min
Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak . (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38) Show Notes Goldman rebalances its long and short duration stock baskets Citi cuts estimates on Applied Materials, Lam Research, KLA 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...
Sep 16, 2024•8 min
Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants . (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: DJT, INTC and more Stock moves reflect downgrade for US economic growth outlook - Goldman Wall Street is alarmed about weaker consumer-credit trend...
Sep 16, 2024•6 min
The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30) Show Notes Internet stocks with high interest income could see free cash flow drags 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 seeki...
Sep 15, 2024•7 min
Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: China to raise retirement age as workforce shrinks, aging population grows GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts Noom launches cheaper compounded version of Novo's sem...
Sep 13, 2024•6 min
The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu . (3:52) Show Notes 5 reasons why stock market volatility persists Alaska Air rallies after hiking 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 grades, subscribe to Seeking Alpha Premium at seekingalpha.co...
Sep 12, 2024•6 min
Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NTGR, OXM, and more U.S. considering Nvidia chip exports to Saudi Arabia- report SentinelOne sees increased interest after CrowdStrike incident, CEO says Fox could shake up the spor...
Sep 12, 2024•7 min
Core retail inflation a tad hot , boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick . (3:39) Show Notes UBS updates its ‘election watch’ stocks to match new winning probabilities 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 11, 2024•6 min
Microsoft (MSFT) CTO hints at new 'super important' AI product emerging . (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: GME, DJT, and more U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions Presidential debate recap: Trump, Harris spar at second U.S....
Sep 11, 2024•6 min
The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05) Show Notes Oppenheimer lists best stock ideas going into the 2024 U.S. elections Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g...
Sep 10, 2024•6 min
Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: ORCL, RBRK, and more GameStop earnings preview: Do investors want more than retro stores and cash hoarding? U.S. natural gas slumps as ...
Sep 10, 2024•8 min
The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit . (4:07) 50 stocks that could see tax-loss selling . (4:58) Show Notes Air Canada prepares for shutdown as union talks hit deadlock Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial 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 Al...
Sep 09, 2024•6 min
DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy , agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: BIG, PLTR, and more Google vs. DOJ: Second antitrust showdown to begin, this time over advertising OnlyFans creators made $5.32B in 2023 Janet Yellen says recent data points ...
Sep 09, 2024•6 min
Apple's iPhone 16 event will be closely watched for AI features . (0:17) The August CPI will likely determine how much the Fed cuts . (3:41) GameStop sees elevated options activity ahead of earnings. (5:48) Show Notes 50 stocks to invest during the bull steepening – Part 1 50 stocks to invest during the bull steepening – Part 2 Elon Musk’s AI startup is said to discuss revenue sharing with Tesla Earnings calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and...
Sep 08, 2024•9 min
7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: AVGO, PATH, and more Red Lobster survives bankruptcy with 544 locations still operating Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes...
Sep 06, 2024•5 min
Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results . (2:36) Show Notes BofA’s global contenders and defenders list Tesla plans full self-driving rollout in China and Europe by Q1 2025 ISM Services stays strong in August, topping consensus Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s...
Sep 05, 2024•6 min
Golf spinoff : Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report. (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: FTV, CHPT, AI, and more Tesla plans full self-driving rollout in China and Europe by Q1 2025 Qualcomm said to be working with Samsung, Google on mixed reality smart...
Sep 05, 2024•6 min
Markets price in 50% chance of half-point rate cut after JOLTS . (0:16) Nvidia is in bear territory but could catch Dow Jones bump . (1:59) Nordstrom family makes offer for namesake chain. (3:55) Show Notes 35 green energy stocks for a new era of profitability Dollar Tree tumbles after weak guidance Google expected to appear next week for antitrust trial related to ad business practices Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst...
Sep 04, 2024•6 min
US Steel (X) to remain American , prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback : Molson Coors drops diversity policies. (02:51) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NVDA, ZS, and more Airbnb urges NYC officials to overturn laws restricting short-term rentals Musk's Starlink says it is complying with Brazil's order to block X Justice Depa...
Sep 04, 2024•7 min
CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood . (3:39) Goldman loves gold . (4:29) Show Notes JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank Novo Nordisk warns of continued Ozempic shortage in Q4 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 seekin...
Sep 03, 2024•6 min
Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: U, BA, and more Kamala Harris says US Steel should remain independent (update) Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report Activist Elliott crosses th...
Sep 03, 2024•6 min
A weak August payrolls repor t could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries . (3:55) Shutdown of X starts in Brazil. (5:09) Show Notes Heavily shorted stocks are not always in distress 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 ....
Sep 01, 2024•8 min
Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: LULU, DELL, ULTA, and more Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report Ulta Beauty stock takes an ugly turn after results and forecast miss J.P. Mor...
Aug 30, 2024•6 min
Citi names Apple its top AI-related pick . (0:16) Second quarter GDP revised up , inflation revised down. (1:30) Dollar General plunges on guidance. (3:25) Show Notes Markets minted more 401(K) millionaires in Q2, marking new high Chinese media issues warning on 'irrational' iron ore spike 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.c...
Aug 29, 2024•7 min
Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NVDA, CRM, AFRM, and more Nippon Steel offers additional $1.3B spending on US Steel plants Senator Rick Scott questions ...
Aug 29, 2024•6 min
Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58) 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 28, 2024•4 min
XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: ELF, AMBA, and more FDA approves Illumina's TruSight Oncology biomarker test Warren Buffett's Berkshire Hathaway may soon join the $1T club NFL greenlights private equity stakes in tea...
Aug 28, 2024•7 min
Elon Musk bucks the trend of AI players and supports the California bill . (0:16) Super Micro Computer hit with short report . (2:25) DEA sets hearing for cannabis reclassification . (3:26) Show Notes Coca-Cola is called a top pick at Morgan Stanley Nvidia could see more than 9% upside on its reporting day 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 ...
Aug 27, 2024•5 min
Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: PARA, TCOM, and more Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo an...
Aug 27, 2024•5 min
