The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20) Show Notes Man United bears rooting for Spurs 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 ....
May 21, 2025•5 min
Trump unveils vision for $175B ‘ Golden Dome ’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy : report. (03:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: PANW, TOL, and more Elon Musk on robots, litigious shareholders, and AI SA Asks: Can retailers afford to eat tariff costs? Kraft Heinz considering strategic options to unlock value ...
May 21, 2025•7 min
The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39) Show Notes Mickey Mouse joins F1 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 ....
May 20, 2025•6 min
Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ASAN, ASPI, and more Fed likely to stay in wait-and-see mode till at least September Alphabet's Waymo cleared to expand robotaxi service in Bay Area Intel mulls sale...
May 20, 2025•7 min
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30) Show Notes Costco’s sales of Kirkland brand rival Lowe’s and P&G 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 ....
May 19, 2025•5 min
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate . (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Crypto stocks, and more Trump warns Walmart not to blame tariffs for higher prices Ant Group's overseas unit brings in $3 billion ahead of spinoff - report Nvidia ...
May 19, 2025•7 min
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings . (2:29) Show Notes We’re seeing the fastest Fed-driven housing slowdown ever 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/subscription...
May 18, 2025•5 min
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05). Show Notes: Can UnitedHealth turn it around? Walmart Q1 2026 earnings call transcript Shopify targets sustained growth Saudi Arabia AI deals were 'bullish eye opener' for tech investors Episode tr...
May 16, 2025•22 min
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA , COF stakes, among other Q1 moves. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SPCE, AMAT, and more Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate Trump, UAE president unveil new...
May 16, 2025•5 min
WMT execs say suppliers and retailers can’t absorb all the higher costs . (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday , McDonald’s! (4:03) Show Notes The signposts for market stability 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 ....
May 15, 2025•7 min
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud ; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, BNGO, and more Trump asks Apple to stop moving iPhone manufacturing to India - report The Monopoly ETF, a new SEC filing that targets market titans China lifts c...
May 15, 2025•5 min
Chip and AI stocks are getting their mojo back with Mideast deals . (0:15) AMD announces $6B buyback . (2:59) Starbucks baristas strike over dress code . (3:29) Show Notes ‘Gandalf’ calls crypto ‘rat poison’ 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 ....
May 14, 2025•6 min
Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, SONY, and more Tesla may get new pay package for CEO Elon Musk - report EU said to weigh higher tariffs on Ukrainian imports to protect its farmers Nvidia CEO pay jumps to nearly $50M amid ...
May 14, 2025•8 min
The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down . (2:08) AMC announces 50% off Wednesday movies. (3:36) Show Notes Goldman Sachs boosts S&P target in wake of tariff détente 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 ....
May 13, 2025•6 min
FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: COIN, HTZ, and more Inflation expected to firm up in April's CPI print U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip U.S. reduces China 'de minimis' t...
May 13, 2025•5 min
U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion . (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Magnificent Seven, and more Top EV battery maker CATL seeks to raise $4B in Hong Kong listing Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI Earnings week ahead: PLUG, CSCO, WMT...
May 12, 2025•5 min
Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts . Show links: Masters In Business Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates Trump says China wants to make a trade deal, open to lowering tariffs if talks go well Episode transcripts: see...
May 11, 2025•9 min
Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends. Episode transcripts seekingalpha.com/ws...
May 10, 2025•9 min
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: seekingalpha.com/wsb Show links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements US-UK trade deal to increase access to billions of dollars of US products, Trump says Trump suggests cutting China tariffs to 80% Sign up for our daily newsletter here and for full acce...
May 09, 2025•16 min
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler . (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: PINS, AFRM, and more Nvidia to downgrade H20 chips for China after U.S. export restrictions - report VanEck: If you’re worried you missed the gold rally, don’t be...
May 09, 2025•6 min
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode . Episode transcripts: seekingalpha.com/wsb Show links: U.S. GDP contracts in Q1 as imports swell, price index jumps President Trump says Q1 GDP actually rose when excluding imports Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Pre...
May 08, 2025•6 min
U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more Trump set to unveil trade deal with UK on Thursday - report Alphabet shares tumble as Apple exec expresses search co...
May 08, 2025•6 min
Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out . (1:09) White House ready to kill the AI diffusion rule . (2:55) Show Notes Disney announces Abu Dhabi theme park 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 ....
May 07, 2025•4 min
WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, UPST, and more Trump teases 'very, very big' announcement, says 'not necessarily' on trade Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI ...
May 07, 2025•5 min
The companies announce a robotaxi partnership . (0:15) U.S. goods and services deficit widens . (1:36) OpenAI to buy coding tool Windsurf . (4:17) Show Notes Palantir gets big backing from Wall Street analysts BofA gets bullish on energy 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 ....
May 06, 2025•6 min
Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: PLTR, F, and more DoorDash to buy UK food delivery firm Deliveroo for $3.9B Ford falls after pulling full-year guidance, warning of a $1.5B t...
May 06, 2025•7 min
Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO . (3:06) Skechers agrees to buyout offer . (3:19) Show Notes Equity ETFs are still hot despite market waves 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 ....
May 05, 2025•5 min
Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50). Show Notes: Taiwan dollar surges amid global trade drama Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures Stock index futures in red as investors brace for Fed's upcoming rate decision Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst rati...
May 05, 2025•5 min
The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market ? (3:56) Show Notes 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 ....
May 04, 2025•6 min
Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55). Episode transcripts: seekingalpha.com/wsb Show links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts Microsoft Earnings Call Transcript What analysts are saying about Amazon Star...
May 02, 2025•15 min
