Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply . (3:29) Show Notes The most overbought and oversold global assets PayPal stock slips after Q3 revenue misses 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 ....
Oct 29, 2024•6 min
Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns , slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: F, VFC, and more US Treasury Department finalizes rule curbing tech investments in China JPMorgan Chase's Dimon urges banks 'to fight back' aga...
Oct 29, 2024•6 min
Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders . (2:55) Show Notes Hedge funds are a lot more skittish for this round of Magnificent 7 earnings Boeing looks to raise up to $19 billion in share offering 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 Alp...
Oct 28, 2024•5 min
Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PHG and DJT Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran SA Asks: Which tech stocks could rise or fall on a Harris win? Boeing...
Oct 28, 2024•6 min
Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due . (2:39) Delta sues Crowdstrike. (3:57) Show Notes The most overweight stocks in ESG funds 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 ....
Oct 27, 2024•7 min
Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23) Episode transcripts seekingalpha.com/wsb . Show links: Berkshire Hathaway's Warren Buffett won't endorse political candidates Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg DigitalBridge said t...
Oct 25, 2024•5 min
Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions . (4:12) Show Notes Societe Generale’s global nuclear-exposed picks as capacity increases UPS rallies after solid earnings into the holiday season; FedEx also 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, subscri...
Oct 24, 2024•6 min
Boeing (BA) factory workers reject contract , continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, IBM, and more T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg The U.S...
Oct 24, 2024•5 min
Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa . (3:58) Show Notes Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise 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...
Oct 23, 2024•6 min
What investors need to know about the McDonald's (MCD) E. coli outbreak . (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more Meta wins lawsuit dismissal over child safety allegations - report Arm to cancel chip design license deal with Qualcomm over co...
Oct 23, 2024•6 min
Philip Morris International sees strong ZYN volumes . (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17) Show Notes Goldman's top high dividend yield and growth stocks Walmart adds same-day prescription delivery service 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/su...
Oct 22, 2024•6 min
Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ZION, BOOM, and more Gold racks up another record; banks see gold's rise running into 2025 RH corrects post-pandemic errors to own luxury category - analyst Dropping dimes: Nike signs long-term extension wit...
Oct 22, 2024•6 min
With its stock up 40% YTD, Ferrari shows off the F80 . (0:16) China cuts interest rates . (2:14) Goldman sees a decade of well-below-average stock returns . (5:06) Show Notes Highly shorted Spirit Airlines is on watch after its debt refinancing deal Lumen, Meta announce partnership to expand AI network 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 s...
Oct 21, 2024•6 min
AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BA, SAVE, and more Some Apple employees believe it's 2 years behind in AI development: Bloomberg Honeywell forecast shows increased demand for new business jets Saudi Arabia's United Electronics plans I...
Oct 21, 2024•6 min
Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike . (2:56) Show Notes UBS upgrades view on U.S. stocks to attractive - here are its top picks 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....
Oct 20, 2024•6 min
Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains . (00:23) Forward Air (FWRD) spiked into close after report of formal sales process . (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NFLX, ISRG, and more History says the stock market's bull run could keep going for years – Carson’s Detrick Janet Yellen warns Trump's proposed tariffs would reignite inflat...
Oct 18, 2024•6 min
The consumer keeps spending , giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers . (3:41) Show Notes Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook ECB delivers another 25 bps interest 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, subscribe to...
Oct 17, 2024•6 min
Expedia (EXPE) gains after report Uber (UBER) explored potential takeover . (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price : Disney (DIS) offering Lightning Lane Premier Pass. (02:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, NOK, and more Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear BlackBerry shows plan to return to profitability next year at i...
Oct 17, 2024•6 min
The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring . (1:04) United Airlines brings back its buyback . (3:05) Show Notes GameStop becomes an authorized dealer of sports and hobby trading cards Amazon signs deals to invest in small nuclear reactors to power AI British American Tobacco plans to sell synthetic nicotine pouches in U.S. Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analy...
Oct 16, 2024•6 min
Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics ' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic partnership . (01:47) Meta Platforms (META) must face lawsuits saying it profited from youth social media addiction. (02:40) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, JBHT, and more Short sellers boost bets against technology stocks in September Qualcomm expected to wait until after US election ...
Oct 16, 2024•6 min
ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman , BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10) Show Notes Bullish software stocks you shouldn’t sleep on Medical Properties Trust investigation findings refute short seller allegations 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 a...
Oct 15, 2024•7 min
Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon - Reuters. (01:22) Acting Labor Secretary visits Seattle in bid to end strike at Boeing. (01:55) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ERIC, DJT, and more Odds rising that Saudi Arabia may 'open floodgates' on oil production - report California governor signs law aimed at preventing spiking gas pr...
Oct 15, 2024•6 min
Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing . (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01) Show Notes OPEC lowers global oil demand growth outlook for third-straight month Three U.S. professors win Nobel Prize for economics 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...
Oct 14, 2024•6 min
SpaceX (SPACE) conducts fifth Starship test flight , returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest stock movers Monday: RILY, SIRI, and more. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook Wall Street's...
Oct 14, 2024•6 min
Netflix's crackdown on password sharing is expected to help user numbers . (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47) Show Notes Long high-end spending and short low-end spending 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 ....
Oct 13, 2024•6 min
Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale . (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TSLA, AEHR, and more Boeing accuses union of bad faith bargaining, misleading public Why is Wall Street shrugging off geopoliti...
Oct 11, 2024•6 min
The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20) Apple and Amazon team up on streaming . (4:25) Show Notes Winners and losers from Piper Sandler's latest survey of teenagers Pfizer ex-CEO and CFO exit Starboard activist campaign 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 seekingal...
Oct 10, 2024•7 min
Delta Air Lines (DAL) Q3 preview : Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Texas Instruments, Infineon added as new Nvidia suppliers: analyst Costco reports 9% increase in September net sales and comp sales Peter Todd denies claims of being bitcoin's mysterious creator - re...
Oct 10, 2024•5 min
Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk . (2:09) Show Notes Taiwan Semi's September revenue surges Apple's global PC shipments tumble, Lenovo leads 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...
Oct 09, 2024•5 min
U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: Arcadium Lithium, Chinese stock names Hurricane Milton nears Florida as people rush to evacuate, companies halt operations Warren Buffett's Bank of America selling spree surpass...
Oct 09, 2024•6 min
