Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: VSTM, ACAD Bill Ackman says common stocks of GSEs offer 'large asymmetric upside' Trim the Mag 7 and invest in lower valuation dividend growth stoc...
Dec 31, 2024•5 min
GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48) Show Notes Stock markets will close Jan. 9 for President Carter Day of Mourning What to watch out for in 2025 (including a rate hike) Find out more about Seeking Alpha's Virtual Analyst Reports here ....
Dec 30, 2024•7 min
South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering . (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Top 10 REITs heading into 2025 Google CEO asks employees to brace for challenging 2025 What to watch out for in 2025 (including a rate hike) - Apollo's Slok Sign up for our daily newsletter here and for full access to analyst ratings...
Dec 30, 2024•4 min
The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week . (1:57) South Korea plane crash kills 179. (3:07) Show Notes Wedbush bullish on Palantir, Salesforce More than half of U.S. at high risk of power shortages in next decade 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...
Dec 29, 2024•6 min
Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SES, ABAT Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics With the new year upon us, a look back at Wall Street's Santa rallies since 2000 Elon Musk says he prefers Lilly’s M...
Dec 27, 2024•6 min
Holiday sales on record pace, but nearly $900B could be returne d. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13) Show Notes What to expect from the Macau casino sector in 2025 Uber reacts to regulatory snub in Taiwan Find out more about Seeking Alpha's Virtual Analyst Reports here ....
Dec 26, 2024•6 min
Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack , flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Sanctions? Russia is now using bitcoin for international trade China's average housing rent slump to 4-year low in November amid persistent supply gluts Companies line up to fund Trump inauguration despite with...
Dec 26, 2024•5 min
Record number of unionized workers could walk out Christmas Eve . (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut . (4:50) Scrooge & Marley spooks investors. (6:08) Show Notes Santa rally takes first step, Nasdaq +1.35% Nasdaq 100 rebalance Major banks sue Federal Reserve over stress testing framework Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend ...
Dec 24, 2024•9 min
Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: X, CYTK, and more Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced FDA approves first generic of Novo Nordisk's Victoza HIVE Digital Technologies invests $30M in NVIDIA H100 and H...
Dec 24, 2024•5 min
The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11 . (1:15) U.K. looks to facial recognition to limit social media use. (4:46) Show Notes Materials, software stocks are best poised for H1 outperformance Consumer confidence slides Find out more about Seeking Alpha's Virtual Analyst Reports here ....
Dec 23, 2024•8 min
Starbucks (SBUX) union workers are now on strike in nine states . (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: HMC, RUM Citi's 10 things to watch for in fintech in 2025 Faraday Future Intelligent Electric gets $30 million financing Palantir (P...
Dec 23, 2024•6 min
The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the " 12 Days of Christmas " cost in '24? (5:14) Show Notes Senate passes bill to prevent government shutdown, Biden signs 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/s...
Dec 22, 2024•7 min
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like 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 21, 2024•5 min
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05). Show Notes Fed's Hawkish Cut Hits Stocks Hard Adobe tumbles after outlook disappoints Wall Street Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter her...
Dec 20, 2024•15 min
Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00) Show Notes EU approves Nvidia's acquisition of Run:ai Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks Trump threatens EU with tariffs unless it buys more U.S. oil, gas Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, s...
Dec 20, 2024•8 min
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher . (1:05) Micron stumbles and quantum computing stocks take breather. (3:12) Show Notes UBS' 25 highest conviction U.S.stocks FDA issues unfavorable compounded GLP-1 decision 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 19, 2024•7 min
U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45). Episode transcripts: seekingalpha.com/wsb Show links: Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results Biggest stock movers Thursday: MU, MESO, and more Stock index futures rise a day after Fed-fueled selloff Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe ...
Dec 19, 2024•5 min
Fed chief Jay Powell said quarter-point cut was close cal l. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields , dollar rally. (2:48) Show Notes 25 top picks for 2025 Merck enters obesity drug race in pact with Chinese pharma Hansoh Find out more about Seeking Alpha's Virtual Analyst Reports here ....
Dec 18, 2024•7 min
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch . (02:30) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: COMM, HEI, and more Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report Boeing gets back to 767, 777 wide-body production - report...
Dec 18, 2024•6 min
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI . (4:55) Show Notes Stocks for a tax-loss selling bounce Waymo picks Tokyo for international robotaxi testing 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 17, 2024•7 min
TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ZYME, EVGO, and more Quantum stocks continue to surge as enthusiasm behind tech remains strong Worst performing stocks for tax loss selling – Wolfe The hotte...
Dec 17, 2024•6 min
Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops . (3:32) BofA chooses top chip stocks . (4:03) Show Notes U.S. Composite PMI rises to highest since March 2022 J.P. Morgan upgrades Okta to Overweight Find out more about Seeking Alpha's Virtual Analyst Reports here ....
Dec 16, 2024•6 min
Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: SMCI, MSTR, and more ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit Tax cut renewals may not ...
Dec 16, 2024•6 min
Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings . (2:14) Goldman's 12 Days of Trading . (4:50) Show Notes Palantir in the Nasdaq 100, Super Micro Computer out Apple developing a foldable iPad - report 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 15, 2024•7 min
Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation . 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 14, 2024•6 min
More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25). Episode transcripts: seekingalpha.com/wsb Show links: GM Drops Out Of The Robotaxi Race. Who Will Win? CPI 'On The Sticky Side' For November The Road To Nasdaq 20,000 Sign up fo...
Dec 13, 2024•15 min
Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AVGO, RH, and more Bank stocks slip after CFPB finalizes overdraft fee rule Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likeliho...
Dec 13, 2024•6 min
CFPB says banks must cap fees at $5 . (0:15) Wholesale inflation heats up . (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28) Show Notes 10 BofA options overwriting ideas Red Bull may have won the 2024 energy drink battle 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 12, 2024•9 min
Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: ADBE, NDSN, and more Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex Trump 2.0 will worsen the economic slowdown says Pantheon Macr...
Dec 12, 2024•6 min
Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee . (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) Show Notes BofA restarts coverage of 11 large-cap biopharmas Hershey tumbles after Mondelez announces $9B buyback 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....
Dec 11, 2024•7 min
