General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: GME, GEV, and more Will November's CPI and PPI map out a more difficult path to 2% inflation? Which subsectors to own and which to...
Dec 11, 2024•6 min
Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22) Show Notes The Stocks According to GARP: growth at a reasonable price T-Mobile CEO updates investors on Q4 performance, phone sales Find out more about Seeking Alpha's Virtual Analyst Reports here ....
Dec 10, 2024•6 min
Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE . (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ORCL, AI, and more Boeing restarts 737 MAX production a month after strike ends - report McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest Newell Brands' turnaround went...
Dec 10, 2024•6 min
TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22) Show Notes Stocks with best odds of risk-adjusted returns deserve attention AMD falls as BofA downgrades amid AI, PC concerns 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...
Dec 09, 2024•6 min
Google Payment (GOOG) placed under CFPB supervision , company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY) set to join S&P 500 . (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: SMCI, MOMO, and more Former Intel CEO asks people to pray and fast for employees Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs Payment p...
Dec 09, 2024•6 min
Retail inflation is expected to remain sticky , up 0.3%. (0:18) GameStop earnings will test the meme crowd . (2:31) Syrian government falls to rebels. (3:20) Show Notes Wells Fargo’s ‘Core’ List 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 ....
Dec 08, 2024•7 min
Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation . Episode transcripts: seekingalpha.com/wsb Show links: Dividendology on YouTube 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/subscriptio...
Dec 07, 2024•3 min
Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25). Episode transcripts: seekingalpha.com/wsb Show links: November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2% Bitcoin to reach 200k, propelled by institutional fl...
Dec 06, 2024•15 min
Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost . (03:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: DOCU, ULTA, LULU, and more Bitcoin retreats from $100K, bringing down other crypto, related stocks Boeing yet to restart 737 Max production after labor strike - report Clas...
Dec 06, 2024•7 min
American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend . (1:53) Intel appoints two new board members . (4:26) Show Notes Why you should be checking Reddit again ahead of trading Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K 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/subs...
Dec 05, 2024•6 min
Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto stocks, AEO, and more Meta to build $10B AI data center in Louisiana, to work with Enter...
Dec 05, 2024•6 min
UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs . (3:41) Show Notes South Korea is an important test for advanced economies Will a Santa Claus rally boost Wall Street this December? 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 seekingalp...
Dec 04, 2024•7 min
South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants ' active role ' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CRM, MRVL, and more TPG evaluates $1.5B sale of Crunch Fitness - Reuters Amazon goes all in on AI with GitLab and PagerDuty Clean fuel...
Dec 04, 2024•7 min
The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) Show Notes Apple to deal with class action lawsuit in UK over App Store Small-cap momentum picks 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 ....
Dec 03, 2024•7 min
Super Micro (SMCI) jumps as internal review finds no misconduct ; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW . (02:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ZS, SMCI, and more Scam? Parody? Sign of a top? Enron relaunches as a crypto play NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S. Amazon re...
Dec 03, 2024•6 min
David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks . (3:22) OpenAI looks at ads . (4:06) Show Notes Most commodity prices to fall in 2025 from current levels 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 ....
Dec 02, 2024•6 min
Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: STLA, MNSO, and more Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office SA Asks: Which retail stocks will win or lose this holida...
Dec 02, 2024•6 min
Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade . (1:11) Trump threatens BRICs over greenback. (2:52) Show Notes Canada calls alleged Snowflake hacker 'a risk of danger' to public 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 ....
Dec 01, 2024•5 min
More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup . (4:04) Show Notes Disney's 'Moana 2' bashing Thanksgiving records 3 “winners” vs. “losers” within consumer discretionary stocks 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/subscri...
Nov 29, 2024•7 min
Trade around the clock: SEC approves the 24X National Exchange . (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Germany's retail sales rise 1% Y/Y in October Asian markets mixed after Thanksgiving, China rebounds over easing concerns Google asks appeals court to throw out Epic Games app store verdict Sign up for our daily news...
Nov 29, 2024•5 min
Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40). Episode transcripts: seekingalpha.com/wsb Show links: Bitcoin drifts down toward $90K; can it hit $100K by year-end? Trump plans no exemption for crude oil imports in potential tariff plan Holiday shopping season k...
Nov 27, 2024•11 min
Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50). Episode transcripts: seekingalpha.com/wsb Show links: Trinity Capital Q3 2024 Earnings Call Transcript Black Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals!...
Nov 26, 2024•9 min
Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40). Episode transcripts: seekingalpha.com/wsb Show links: Gold sinks by most in four years as Israel-Hezbollah ceasefire nears Trump prepares broad energy plan to boost gas exports - report Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!...
Nov 26, 2024•6 min
Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45) Episode transcripts: seekingalpha.com/wsb Show links: JPMorgan updates its U.S. Analyst Focus List Gold rally may pause, while platinum set to catch up Nuclear wins as the best alternative energy source Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!...
Nov 25, 2024•5 min
Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20). Episode transcripts: seekingalpha.com/wsb Show links: Nvidia's results and guidance were exceptional. Wall Street says ignore the noise. Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco Bitcoin flirts with $100K Black Friday Sale: 20% Off Seeking Alpha. Find...
Nov 22, 2024•12 min
DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: RDDT, GAP, and more Instacart heads to the Super Bowl for the first time Apple working on more conversation Siri, may launch in 2026: report Will Glicked rival Barbenheimer? Stocks to watch as Wicke...
Nov 22, 2024•5 min
American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Thursday: NVDA, PANW, and more Boeing CEO tells employees aviation giant can't afford another mistake These private ...
Nov 21, 2024•6 min
Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: POWL, KEYS, and more Adtech firm PubMatic to help Musk's X generate more ad dollars JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas Biden...
Nov 20, 2024•7 min
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts! Episode transcripts: seekingalpha.com/wsb Show links: Sectors all up YTD, but Financials and Energy were the only up last week Bitcoin hits all-time high as it surpas...
Nov 19, 2024•12 min
Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: SMCI, INCY, and more Nippon Steel makes anti-import promise to win worker support for US Steel deal No time to chill: Netflix ...
Nov 19, 2024•6 min
