Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Li Auto, Intuitive Machines, and moreEarnings week ahead: Salesforce, Plug Power, Zoom, Snowflake, AMC Entertainment and moreECB has one message for crypto investors: Bitcoin is badWarren Buffett talks Charlie Munger, earnings, markets, risk in annual letterSign 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.

Why cash flow and profitability are foremost on Austin Hankwitz's mind (0:20). Russell 2000 is weirdly undervalued - what it means for investors (3:10). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links: 'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction InvestingSign 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.

U.S. scores first moon landing since Apollo era with Intuitive Machines' Odysseus (LUNR). (00:27) McDonald's (MCD) lays out expansion expectations for 2024. (01:31) Capital One (COF) deal for Discover (DFS) has $1.38B termination fee. (02:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Block, Booking Holdings, and moreObesity drugs to expand U.S. GDP by 1% in the coming years: Goldman SachsBerkshire Hathaway Q4 preview: Cash, stock holdings, insurance progressMercedes-Benz rallies after backing off 50% EV target, unveiling new buybacksSign 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.

AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (2:28) Google pauses AI image generation over race concerns. (6:18)Show Notes14 buy-rated Stocks with big improvements in their ROE - JefferiesInitial jobless claims unexpectedly fall in past weekB. Riley soars after board says company acted properly in regard to FRG buyoutEpisode transcripts seekingalpha.com/wsbSign 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.

Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said to reach first AI content licensing contract with Google (GOOG) (GOOGL). (01:52) Weight Watchers (WW) weighed down by fallout from 'GLP-1 House' - report. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVIDIA, Lucid Group, and moreRivian Automotive slides after posting another loss, announcing cuts to salaried staff10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and IntelCVS Health invests $35M in affordable housing in Hawai'iSign 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.

Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflation could be good for stocks. (1:10) Bezos sells more Amazon shares. (3:00)Show NotesPTON, PLUG, and CAR are some of the high beta losers to Sell according to OppenheimerRealty Income Q4 beats, FFO misses, and 2024 guidance comes in slightly softEpisode transcripts seekingalpha.com/wsbSign 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.

Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming venture partners Disney, WBD, Fox. (01:46) Amazon (AMZN) and Uber to be added to Dow Jones Indices. (02:40) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Palo Alto Networks, Teladoc Health, and moreUber Eats is bringing robot deliveries to JapanSamsung sells entire stake in ASML to advance in new areas - reportPalo Alto Networks plummets as it cuts full-year billings, revenue guidanceSign 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.

As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05)Show NotesGoldman jumps on the Magnificent 7 earnings bandwagonHome Depot falls after U.S. comparable sales growth disappointsEpisode transcripts seekingalpha.com/wsbSign 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.

Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Discover Financial Services, Barclays, and moreEarnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and moreEating at home could get cheaper this summerXPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands beginsSign 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.

Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts seekingalpha.com/wsbShow Notes:Trust The DataJanuary CPI Comes In HotSign 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.

Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)Show NotesSeeking Alpha Catalyst WatchEarnings CalendarEpisode transcripts seekingalpha.com/wsbSign 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.

OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Roku, Coinbase, Applied Materials and moreMicroStrategy's $10B bitcoin stash sits on 70% unrealized profit'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO saysWhite House: Russia building 'anti-satellite capability,' but no immediate safety threatSign 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.

Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)Show Notes10 option overwriting calls that can capture 7% upside - BofAEpisode transcripts seekingalpha.com/wsbSign 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.

AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cisco, Twilio, and moreJoann falls amid report of talks with lenders on cash infusionOccidental Petroleum plans flat 2024 production, to cut two Permian Basin rigsRoku facing mixed impact from proposed Walmart-Vizio deal, analysts saySign 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.

Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)Show NotesMoney managers now the most bullish they've been in two yearsKraft Heinz sees volume drop in Q4 as consumers push back on higher pricingEpisode transcripts seekingalpha.com/wsbSign 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.

Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Lyft, Robinhood Markets, and moreMoney managers now the most bullish they've been in two yearsJeff Bezos sells $4B of Amazon stock after Miami moveIpsen gets FDA approval for pancreatic cancer drug regimenSign 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.

A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)Show NotesMorgan Stanley’s Fresh Money buy listMicrosoft's AI tool Copilot's early users have mixed reviews, question price tag Episode transcripts seekingalpha.com/wsbSign 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.

Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: JetBlue, Waste Management, and moreWalmart and Energizer face class action lawsuits over battery pricesFederal judge dismisses PhRMA challenge to Medicare price negotiationsDiamondback sees growing pro-forma production with fewer wells after Endeavor dealSign 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.

Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38)Show NotesAfter Meta debuts a dividend, Goldman does the math if big names follow suitEpisode transcripts seekingalpha.com/wsbSign 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.

Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Joby Aviation, monday.com, and moreEarnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and moreThe price of chocolate may be hard to swallow this Valentine's DayTesla trades lower than it did a year ago - reality check or buying opportunity?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.

Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02)Show NotesIPO activity in U.S. expected to continue to improve in 2024, Goldman saysEpisode transcripts seekingalpha.com/wsbSign 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.

The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cloudflare, Pinterest, and moreFocus on smokeless tobacco paying off for British American TobaccoFive questions on investors’ minds for 2024 answered - UBSGreenlight Capital founder: Markets are fundamentally broken by passive investorsSign 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.

Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22)Show NotesGreenlight Capital founder: Markets are fundamentally broken by passive investorsPhilip Morris points to strong momentum as smoke-free sales climbEpisode transcripts seekingalpha.com/wsbSign 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.

Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Disney, PayPal, Arm Holdings, and moreU.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y saleStocks with expensive valuations vs their peers - BofABill Ackman's Pershing Square files to launch new closed-end fundSign 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.

Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)Show Notes4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRAJ.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7Roblox jumps amid bookings surge, strong outlook through 2027Episode transcripts seekingalpha.com/wsbSign 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.

SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and morePalantir's 'off the charts' success shows the AI revolution is herePinterest's deal with Amazon is bigger than believed; may lead to Google pact80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2Sign 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.

Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)Show NotesOppenheimer's Buy vs. Sell ideas paired by each SMID sectorDocuSign to shrink headcount; company will stay public after failed takeover talksEpisode transcripts seekingalpha.com/wsbSign 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.

Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (01:51) Layoff season continues to roil across tech industry. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BP, Palantir Technologies, Chegg and moreVirgin Galactic reports flight issue to FAAChegg's investment in AI taking longer to pay offInvitae plunges amid report it may file for bankruptcy within weeksSign 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.

The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)Show NotesHertz Global hits the brakes on EV plans with Polestar AutomotiveMcDonald's falls short of Q4 comparable sales expectationsEpisode transcripts seekingalpha.com/wsbSign 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.

Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Palantir (PLTR) Q4 earnings preview: Big expectations from commercial division. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cytokinetics, 4D Molecular Therapeutics, and moreEarnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and moreAI may be much more than a buzzword for ShopifyWatch this restaurant stock for a near-term bounceSign 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.

What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books are already Super Bowl 58 winners. (5:45)Show NotesSeeking Alpha's Catalyst WatchEarnings Week AheadCompanies with profit warnings after negative earnings seasonEpisode transcripts seekingalpha.com/wsbSign 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.

Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Intel (INTC) reportedly delays $20B chip facility in Ohio. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Amazon, Meta Platforms, and moreApple falls as China worries overshadow sales growthAmazon gains after holiday quarter sales shine and profits soarBAE Systems buys Malloy Aeronautics, a British tech companySign 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.

Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25)Show NotesISM manufacturing index hits highest level since October 2022Plug Power completes first customer fill at Georgia green hydrogen plantEpisode transcripts seekingalpha.com/wsbSign 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.

Disney's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms length. (02:10) Qualcomm (QCOM) pops as Q1 results top expectations. (04:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Vaxart, Rocket Lab, and moreLi Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveriesParamount gains amid report board has formed a special independent committeeViking Therapeutics gains amid takeover speculationSign 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.

Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)Show NotesPrivate sector adds 107K jobs in December, less than expectedSeeking Alpha's Alpha Picks portfolioEpisode transcripts seekingalpha.com/wsbSign 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.

Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT) to implement a 3-for-1 stock split. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Paramount Global, Google parent Alphabet, and moreKen Griffin: If China invades Taiwan, the U.S. could see “a great depression”Embraer sees 13% increase in 2023 deliveriesStarbucks strikes confident tone on store growth and profitability despite headwindsSign 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.

Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) Job openings unexpectedly surge. (2:19)Show NotesQuality stocks that would outperform in 2024 - UBSU.S. consumer confidence advances in January, hitting two-year highUPS slides after revenue outlooks disappointsEpisode transcripts seekingalpha.com/wsbSign 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.

Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Super Micro Computer, Whirlpool, and moreQuality stocks that would outperform in 2024 - UBSNew federal energy standards won't ban gas stovesBaker Hughes cut at Wolfe with 'too much risk' seen in LNG marketSign 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.

The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)Show NotesGoldman sees a positive yield curve by Q3; what does that mean for stocks?Dollar Tree gains after J.P. Morgan turns bullishEpisode transcripts seekingalpha.com/wsbSign 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.

United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chip subsidies for Intel (INTC) , Taiwan Semi (TSM), others - report. (02:06) China pumps the brakes on short-selling to bolster market. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Koninklijke Philips, SoFi Technologies, and moreEarnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and moreReddit reportedly looking at $5 billion IPO valuationCalifornia playing 'dangerous game' with climate policies, Chevron exec saysSign 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.

Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play for Tesla. (5:14)Show NotesSeeking Alpha Earnings CalendarCatalyst WatchThese are the top 10 ETFs with the most bullish sentiment - BarclaysEpisode transcripts seekingalpha.com/wsbSign 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.

Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the biggest shakeup to iOS and the App Store since launch. (01:25) California regulator OK's $45M PG&E (PCG) payment in Dixie Fire settlement. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Intel, Visa, and moreThese are the top 10 ETFs with the most bullish sentiment - BarclaysFlorida House passes bill to ban minors from social mediaLevi Strauss to cut global workforce 10-15%, reports mixed Q4 resultsSign 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.

GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train wreck' earnings call. (4:00)Show NotesIncyte is the most overweight stock by hedge funds Walmart is the least shorted stock by hedge fundsNextEra Energy strikes bullish tone for next three years after posting Q4 beatEpisode transcripts seekingalpha.com/wsbSign 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.

FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New Mexico as part of $3.5B investment in the U.S. state. (01:42) Haleon (HLN) to sell ChapStick to Suave Brands for $430 million in cash. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Tesla, Nokia, IBM, and morePayPal Holdings placed on 30-day negative catalyst watch at CitiTotalEnergies wins 20-year contract to supply renewable electricity to New JerseyTesla earnings call: AI talk, Gigafactory plans, Cybertruck and Optimus robot buzzSign 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.

The new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outlook raises concerns. (2:41) Chipotle aims new benefits at Gen Z employees ahead of burrito season. (3:55)Show NotesNetflix is forcing Wall Street to play catch-up as stock continues to rocketU.S. PMI Composite Flash rises in January as manufacturing back in expansionEpisode transcripts seekingalpha.com/wsbSign 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.

Berkshire (BRK.A) (BRK.B) utility must pay $62M to Oregon homeowners for 2020 wildfires. (00:25) Southwest Airlines (LUV) flight attendants vote in favor of strike authorization. (01:26) Netflix (NFLX) earnings call: Expanding live and ads; growth through subs at higher prices. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Netflix, SAP SE, and moreVerizon hits best level in over a year as wireless growth aids telcoStrap in for Tesla earnings with plenty of wildcards in the mixApple scales back its car project while Waymo, Huawei and Xiaomi power upSign 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.

Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the rights to WWE Raw. (3:33) Goldman Sachs picks its favorite return-on-equity growth stocks. (4:23)Show NotesAlibaba surges after Jack Ma, Tsai buy $200M company stockPlug Power surges as CEO says finalized term sheet for $1.6B DoE loanEpisode transcripts seekingalpha.com/wsbSign 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.

Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:26) SEC unveils new details about its X account hack. (02:14) United Airlines (UAL) rallies after earnings beat, strong full-year guidance. (04:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: United Airlines, Coinbase, Digital World Acquisition, and moreWall Street’s worst performing energy stocks of 2024CAR-T therapies to get boxed warning on blood cancer riskWestern Digital rises after moving to top pick at Morgan StanleySign 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.

Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indicators falls for 21st month in a row. (1:51) AI voice cloning startup gets Unicorn valuation. (3:47)Show NotesStocks most at risk if the Fed reasserts higher-for-longer - JPMChina rushes to support yuan but stock markets bleedWalmart to close Store No. 8 unit amid cost-cutting measuresEpisode transcripts seekingalpha.com/wsbSign 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.

Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash: Terraform Labs files for Chapter 11 bankruptcy. (01:36) SolarEdge (SEDG) to cut 16% of workforce as revenues slide. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Boeing, Coherus BioSciences, Archer-Daniels-Midland, and moreEuropean gambling company Kindred Group in talks to be sold for $2.5B - WSJRed Sea crisis seen as bigger impact event for shipping than early pandemicBeverage buzz: McDonald's new CosMc's concept starts off strongSign 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.

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:Sifting the WorldOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Episode transcripts: seekingalpha.com/wsbSign 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.

Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvidia AI chips. (4:46)Show NotesDividend Roundup: Costco, Target, Dell Technologies, Pfizer, and moreThis is still a buy-the-dip stock market - BofAEpisode transcripts seekingalpha.com/wsbSign 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.

No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high (3:25).Show Notes:Commodity Roundup: Gold faces weekly loss as early Fed rate cut bets fade; Oil gainsNasdaq leads S&P, Dow futures as tech bulls keep momentumEpisode transcripts: seekingalpha.com/wsbSign 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.

The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder withdraws takeover offer. (5:15)Snow NotesShorts are feeling the heat on these ten stocksApple pops after BofA upgrades on AI, Vision Pro as drivers for growthHumana stock slides after cutting profit outlook on higher medical costsEpisode transcripts seekingalpha.com/wsbSign 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.

Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. Morgan CEO Jamie Dimon rips bitcoin again. (2:32)Show NotesS&P, Nasdaq, Dow futures mixed with plenty of premarket data aheadPlug Power discloses at-market stock offering of up to $1B, shares fallEpisode transcripts seekingalpha.com/wsbSign 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.

Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlue better off without Spirit? (3:29)Sbow NotesA soft or no landing expected, with geopolitics as the biggest tail riskVerizon slips as it says it will take $5.8B impairment charge in Q4Episode transcripts seekingalpha.com/wsbSign 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.

Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’Hare (2:10).Show Notes:Biggest stock movers today: Spirit Airlines, Chinese EV stocks, and moreChina Q4 GDP grows less than expected amid weak spending, property market declineOccidental CEO Hollub predicts oil supply crunch from 2025Episode transcripts: seekingalpha.com/wsbSign 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.

The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)Show NotesEmpire State Manufacturing Survey drops to levels not seen since 2020Goldman Sachs Q4 earnings beat, helped by asset and wealth management unitApple continues drop even as it surpassed Samsung as 2023's top phone makerEpisode transcripts seekingalpha.com/wsbSign 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.

US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).Show Notes:Elon Musk wants 25% voting control in Tesla before advancing AIEarnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and moreStocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday WeekEpisode transcripts: seekingalpha.com/wsbSign 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.

Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:For Those Investors Stuck On Yield, 2023 Was OpportunisticA Banner Year To Be A Contrarian In The Golden Age Of Active InvestingEpisode transcripts: seekingalpha.com/wsbSign 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.

J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)Show NotesWells Fargo in charts: Corporate and Investment Banking revenue falls most Q/QBofA in charts: Revenue declines in most segments amid slower loan expansionDelta Air Lines falls after profit guidance lands short of long-term targetDividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and moreEpisode transcripts seekingalpha.com/wsbSign 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.

EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. (00:27) CVS paring down pharmacy footprint inside Target (TGT): WSJ. (02:39) Amgen (AMGN) may be evaluating Cytokinetics bid; CYTK wants $130-$145 a share - report. (03:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Grifols, ZIM Integrated Shipping, and moreBoeing given formal notice of FAA probe into 737 Max 9 mishapMeta Materials announces $1M civil penalty to settle SEC investigationMcKesson looking to sell Rexall pharmacy chain in Canada - reportSign 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.

The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)Show NotesBerkshire Hathaway's share of Occidental Petroleum hits 34%Google to lay off hundreds in voice assistant, hardware teamsEpisode transcripts seekingalpha.com/wsbSign 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.

Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobot (IRBT) plunges to session lows amid report Amazon (AMZN) won't offer remedies in Europe. (01:41) SEC at long last approves spot bitcoin ETFs. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto-linked stocks, Praxis Precision Medicines, and moreConsumer Price Index seen ticking up in December, with core number easingSalesforce and Slack implement hiring freeze: reportGoogle to lay off hundreds in voice assistant, hardware teams 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.

Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock downgrade. (2:12)Show NotesTen surprises that could affect markets in 2024Walmart impresses at both CES and ICR with tech initiativesEpisode transcripts seekingalpha.com/wsbSign 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.

Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WMT) to bring drone deliveries to millions more in Texas. (02:02) Amazon's (AMZN) Twitch to cut about 35% of workforce - report. (03:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Alcon, Intuitive Surgical, and moreTesla launches upgraded Model 3 in North America at unchanged pricesU.S. oil production predicted to reach new records this year and nextBoeing CEO: Company must acknowledge quality issues with aircraftSign 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.

The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) Analysts adjust bank ratings ahead of earnings. (3:55)Show NotesCiti’s 30 stocks for its 2024 top themesNetflix dips after Citi cuts rating on potential risks in '24-25 amid Street's 'lofty expectations'Juniper Networks jumps 25% on report HPE is nearing buyout dealEpisode transcripts seekingalpha.com/wsbSign 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.

Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by investor. (01:36) Juniper Networks (JNPR) jumps 25% on report HPE is nearing buyout deal. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Juniper Networks, Unity Software, and moreTop 10 stocks with the highest short interest on Wall StreetActivist Elliott builds $1B stake in Match Group - WSJBausch + Lomb drops amid comments at JPMorgan Healthcare ConferenceSign 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.

Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leaders strike spending deal that could avert shutdown. (3:33)Show NotesReal Estate is the top performing sector since the market’s October lowOil falls after Saudi cuts crude prices amid supply, competition woesBlackRock, ARK 21Shares set lower fees for spot bitcoin ETFsEpisode transcripts seekingalpha.com/wsbSign 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.

Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) for around $700M - Bloomberg. (01:44) Audacy (AUDA) files for Chapter 11 bankruptcy as ad sales crash. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Boeing, Harpoon Therapeutics, and moreEarnings week ahead: Citigroup, JPMorgan, UnitedHealth, Delta Airlines and moreWinter weather could mean hot returns for these stocksSome electric vehicles are underperforming EPA range estimates - is yours one of them?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.

Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical analysis perspective, using Elliott Wave and Fibonacci (2:25). Taking advantage of AI, tech sector (6:00). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts seekingalpha.com/wsbSign 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.

Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48)Show NotesDividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, and moreAluminum and copper to boost in 2024 + other commodities calls - GSPalantir slips as Jefferies downgrades, says AI is 'overhyped'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.

QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in December, net sales up 9.9%. (01:32) McDonald's (MCD) faces backlash in Middle East impacting business. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Peloton, Medical Properties Trust, and morePepsico products pulled from Carrefour as retailer loses appetite for price hikesMasking returns to some U.S. hospitals amid rising COVID, flu casesMicrosoft may soon supplant Apple as world's most valuable companySign 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.

The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:25)Show NotesAccelerating topline growth stocks - GoldmanInitial jobless claims fall to lowest level in 3 monthsMobileye weak Q4, full-year guidance sends shivers down spine of chip industryEpisode 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.

Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-commerce tenfold. (01:46) CVS to drop Humira (ABBV) from certain formularies, cover biosimilars instead. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cal-Maine Foods, FuboTV and moreMicrosoft adds Copilot AI button in first big change to PC keyboard in decadesMark Zuckerberg sold $428M worth of Meta stock at the end of 2023Piper Sandler downgrades Apple on iPhone sales and macroeconomic worriesSign 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.

Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)Show NotesMegacap rout in January is now consensus - BofAJob openings fall more than expected in November - JOLTS reportEpisode 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.

Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this month. (01:19) Universal Logistics (ULH) to invest $50M for expansion into greater Roanoke, Virginia market. (01:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SoFi Technologies, Bloomin' Brands and moreTop 10 stock ideas for 2024 Q1 - BofAUPS, CRWD and TOL among Wells Fargo's 11 overweight tactical ideasTesla's China-made EV sales surged in December, capturing over half of global deliveries in 2023Sign 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.

Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delivery expectations. (3:10) Show NotesGap between all-time highs for the S&P 500 is the sixth longest in historyEpisode 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.

2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. (02:10) Corcept Therapeutics (CORT) plunges after loss in patent battle with Teva (TEVA). (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Li Auto, crypto-related stocks and moreOil climbs as Iran sends warship to Red Sea after U.S. sinks Houthi boatsAvangrid cancels merger deal with PNM ResourcesChina's manufacturing expansion picks up driven by stronger domestic demandSign 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.

Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow Notes:In Store For '24Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHDRanking The Magnificent 7 Stocks And An ETF That Owns Them All (FNGS)Portfolio Construction, Options And Covered Call ETF VulnerabilityRob's Sungarden investment PublishingSign 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.

Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:47) Foreign investors are bailing on a big bet on China stocks. (3:03)Show Notes20 global single name stock shorts for 2024 - Morgan StanleyFisker up 9% on huge increase in deliveries between Q3 and Q4Episode 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.

Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).Episode transcripts: seekingalpha.com/wsbShow links:Nasdaq, S&P, Dow experienced limited moves on the second to last trading day of 2023Elon Musk’s Tesla likely to set up its first India manufacturing plant in GujaratAmazon, Meta, Booking, Uber on top at Wedbush in 2024Sign 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.

With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining stake of Grayscale. (2:55)Show Notes24 global single name stock longs for 2024 - Morgan StanleyInitial jobless claims rise more than expected in past weekIntel slips even as Argus sings praise on AI, Israel foundryEpisode 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.

Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).Episode transcripts: seekingalpha.com/wsbShow links: 2024 Analyst Outlook: Lawrence Fuller On An Economic Soft Landing ScenarioFannie, Freddie stocks backtrack after rally, analyst Bove weighs inJD.com plans pay hike for staff amid competition, Chinese consumption woes reportSign 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.

The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46) Apple iPhone design chief said to join Jony Ive at new firm. (2:56)Show NotesCiti’s top stocks in healthcareSoftbank gets $7.6B worth T-Mobile stock at no extra costEpisode 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.

Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to close Sunday. (01:16) Amazon Prime (AMZN) getting ads next month, or pay for ad-free streaming. (01:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Coherus BioSciences, Bit DigitalBig buying opportunities in the financial and industrial sectors - analystNio closes $2.2 billion strategic equity investment from CYVNBest and worst performing big names of 2023Sign 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.

Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new dominant COVID-19 strain. (2:27)Show NotesCiti’s top picks in TechHome price growth eases slightly in October: S&P CoreLogic Case-Shiller IndexEpisode 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.

AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim Ratcliffe for $1.3B. (01:46) Nano Dimension (NNDM) offers to buy Stratasys (SSYS) for $16.50 a share (update). (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Gracell Biotechnologies, MBIA and moreAirline profits set to take off in 2024Intel's future may be turning around. One firm thinks it eventually splits upCannabis companies higher after Biden pardons thousands for marijuana offensesSign 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.

Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3 major drivers to bonds (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Chaim's Fed TraderEpisode transcripts: seekingalpha.com/wsbShow links:Initial jobless claims edge up to 205,000Chance For A Market Dip In Early 2024 - Chaim SiegelWall Street Lunch: Big Moves In The Bond MarketSign 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.

Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZeneca (AZN) takeover interest. (02:35) Government opens investigation into frequent flyer programs. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Rocket Lab, NetEase, Nike and moreNine buy-rated stocks in the Communication Services sector - CitiBecton, Dickinson in $85M settlement over failure to disclose defects with infusion pumpsDOJ says Ultragenyx to pay $6M to resolve Medicare claims allegationsSign 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.

Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citigroup (C) plans to exit distressed debt trading - report. (01:54) Tesla (TSLA) supplier Panasonic (PCRFY) shelves plan to build EV battery plant in Oklahoma. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Calliditas Therapeutics, BlackBerryAccenture to buy Jixie, a digital marketing platform in IndonesiaMicrosoft, OpenAI see authors join copyright lawsuit over AI models' training - reportAlphabet gains amid report of restructuring to impact ad sales unitSign 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.

President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates (3:18) and Toyota suspends all Daihatsu shipments (5:15).Episode transcripts: seekingalpha.com/wsbShow Notes:Biden has til Sunday to decide on Apple Watch patent dispute. He's watching it.Toyota suspends all Daihatsu shipments as safety testing scandal widensAtlanta Fed's Raphael Bostic doesn't see an urgency to cut ratesFedEx falls 7% after warning FY24 revenue will decline; UPS drops as well 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.

U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle Play Store lawsuit (2:30) and Japanese takeover of iconic U.S. Steel sees bipartisan opposition (3:42).Episode transcripts: seekingalpha.com/wsbShow Notes:Japanese takeover of iconic U.S. Steel sees bipartisan oppositionGoogle to pay $700 million to settle Play Store lawsuitHouthi threat: U.S. forms naval taskforce to protect ships in Red SeaSign 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.

Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire StreamSets and webMethods platforms from Software AG for €2.13B. (01:19) Chuck E. Cheese reportedly exploring a sale, may be worth over $1 billion. (01:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Arcutis Biotherapeutics, Ebix and moreEarnings week ahead: Nike, FedEx, BlackBerry, Micron, Carnival and moreCanada EV push: Zero-emission car mandate expected this weekFashion executives see uncertainty for industry in 2024BTIG makes top medtech stock picks for 2024, sees sector stabilizingSign 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.

Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for 2024 earnings growth and implied volatility levels (0:20). Finding (and getting in front of) extremely undervalued pockets in the market (3:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael's Reading The MarketsEpisode transcripts: seekingalpha.com/wsb.Show links: 2024 Analyst Outlook: Mott Capital On Market Volatility, The Fed, And Investor Challenges And OpportunitiesThe Stock Market Rally Is Likely To Vanish As Earnings Estimates DeteriorateSign 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.

Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags incentives worth $153M for Mexico gigafactory. (01:25) FDA warns companies including Chewy (CHWY) over unapproved antimicrobial animal drugs. (02:22) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Scholastic, Eos Energy and moreGM Cruise autonomous vehicle unit slashes 900 jobsAbbVie, Amgen among firms targeted for latest Medicare inflation penaltiesWhat lies ahead for Baidu in 2024 as it runs AI race with efficiency in mind?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.

10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surprise gain. (2:17) Influential bank analyst upgrades 5 stocks in wake of Fed. (4:30)Show NotesUBS’ Top Global StocksWarren Buffett's Berkshire boosts Occidental stake again after CrownRock dealWHO calls for ban on flavored e-cigarettesEpisode 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.

Listen below or on the go on Apple Podcasts and SpotifyAdobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading to the big screen after Barbie breakthrough. (01:50) Carrier (CARR) offloads global commercial refrigeration operations onto Haier (HRSHF) for $775M. (02:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Adobe, Ocular Therapeutix and moreUBS’ Top Global StocksRealty Income 2024: What to expectFive considerations for investing in 2024 - J.P. MorganSEC adopts rule requiring more Treasury trades to be centrally clearedSign 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.

Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 rate cuts next year. (0:38) Stocks rally, Treasury yields fall as Dow Jones tops 37K. (1:35) Show NotesHSBC sets 2024 S&P 500 target of 5,000Pfizer slips as 2024 guidance with Seagen buyout disappointsEpisode 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.

Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow service centers. (01:25) Snapchat+ (SNAP) surpasses 7M subscribers, rolls out new AI features for users. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Take-Two Interactive, Coherent and moreDiabetes patients facing insurance hurdles getting GLP-1s: reportTarget is Goldman's retail top pick for 2024 + other buy ideasCOP28 ends with historic deal to shift away from fossil fuelsSign 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.

November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevron doesn't expect hostilities in South America. (3:35)Show NotesTop growth stocks for those wary of valuations - GoldmanFord cuts back on all-electric F-150 production due to slower-than-anticipated demandEpisode 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.

Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbro (HAS) to cut 900 jobs as it seeks to cut expenses. (01:51) Nokia (NOK) trims 2026 profit margin target after losing AT&T (T) contract. (02:37)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Oracle, Hasbro and moreWalgreens slips as Moody’s cuts rating to junkHarbor Custom Development files for Chapter 11 bankruptcyWarren Buffett's Berkshire Hathaway halves stake in HPCOP28 draft agreement said to avoid fossil fuel ‘phase out’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.

AAA forecasts more people flying this holiday season than every before. (0:15) Department store stocks rally. (1:53) Occidental to acquire CrownRock. (3:08)Show Notes7 Consumer staples names that are looking attractiveEpisode 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.

Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger talks; Cigna planning major stock buyback (update). (01:40) DoorDash (DASH) gets the call-up to the Nasdaq 100 Index. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cigna, Macy's and moreEarnings week ahead: Oracle, Costco, Adobe, FuelCell, Lennar and moreGenerative AI could upend every sector. Oppenheimer has 10 predictions for how it plays outNvidia CEO eyes chip production base in VietnamSign 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.

The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter. (4:51)Show NotesDividend Roundup: Walmart, Dell Technologies, Mastercard, AIG, and more'Panic' on disinflation and a Catch-22 for risk in '24 - J.P. Morgan's Kolanovic]Honeywell to buy Carrier's security business in $5B dealEpisode 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.

Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) declines offer that could have saved bankrupt trucking company - report. (01:37) Amazon (AMZN) tests new unlimited grocery delivery service for Prime members. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Lululemon Athletica, Avid Bioservices and moreCanada to impose oil and gas emissions cap, in goal to reach net zero by 2050Stellantis to cut jobs at two U.S. Jeep plants amid emissions regulations and sales declinesElon Musk's xAI starts to roll out Grok generative AI chatbot to some X usersSign 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.

J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO fights for the stock. (2:50) Trump tapping Jamie Dimon for Treasury Secretary? (4:02)Show NotesTop stocks with highest hedge fund + mutual fund positions, according to GSRockstar's Grand Theft Auto 6 likely delayed, BofA says; Take-Two fallsEpisode 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.

McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps off Nvidia (NVDA) competitor, updates AI forecast. (01:43) GameStop (GME) posts breakeven quarter with Ryan Cohen at the helm. (03:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GameStop, C3.AI, Chewy and moreFormula One tapped as 2024 best idea at CowenTroika Media files for chapter 11 and sale to Blue TorchMeta rolls out default end-to-end encryption on MessengerSign 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.

G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MongoDB, SentinelOne and moreFive9 falls after hours on disclosure that it's not pursuing any transactionElon Musk's xAI startup files to raise up to $1B in equity offeringApple climbs back above $3T amid smartphone optimismSign 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.

The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)Show NotesU.S. strong buy ideas for the next 12 monthsStarbucks falls again as concerns rise that holiday quarter may be weakEpisode 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.

Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) picks Ericsson (ERIC) over Nokia (NOK) for $14B Open RAN contract. (01:10) Five9 (FIVN) gains on report it's exploring a potential sale. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GitLab, Ericsson, Nokia and moreU.S. strong buy ideas for the next 12 months – according to CitiFluor wins $3B of contracts for Dow's planned net-zero facility in CanadaGoodyear Tire & Rubber is called an auto sector standout by HSBCSign 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

The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)Show NotesTop 10 trades for 2024 - BofANuke names jump as 22 countries commit to triple nuclear energy capacity by 2050Episode 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.

Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) China Evergrande (EGRNQ) winding-up hearing pushed to January. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Spotify, Uber Technologies, crypto-related stocks and moreNew highs: Gold sets another record, bitcoin crosses $41K as rate cut bets growSpotify to lay off 17% of employees to curb costsPiper sees GLP-1s increasing demand for knee/hip surgeries near-termWeight loss drugs seen providing a boost to apparel stocks - StifelSign 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.

Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)Episode transcripts seekingalpha.com/wsb.Show links:Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility reduxBroadcom Leveraging AI To Further Soften Its Cyclical Semiconductor ResetLululemon: Set To Outperform Yet Again In 2024TD Cowen says Cigna, Humana merger would face lengthy regulatory delay

Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls rate-cut talk 'premature.' (1:11) Wall Street reacts to the Cybertruck. (3:21)Show NotesThese small-cap stocks could do favorably in an economic downturn - BofAJ&J gets upgrade from UBS with 'high conviction' in outlookEpisode 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.

Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertrucks as it looks to shake up electric truck segment (4:47) Disney declares dividend after 3 year hiatus (6:52).Show Notes:Tesla delivers first Cybertrucks as it looks to shake up the electric truck segmentDisney declares a dividend of 30 cents after a more than three-year hiatusMontana's state-wide ban on TikTok blocked by federal judgeEpisode transcripts: seekingalpha.com/wsbSign 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.

OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflation gauge hits lowest level in 2 years. (1:26) Here are the most and least reliable autos. (3:57)Show NotesWall Street looking for below-average stock gains in 2024Salesforce jumps as investors, analysts lay on the loveEpisode 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.

Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW goes electric with unionization efforts aimed at Tesla (TSLA), Rivian (RIVN) and Lucid (LCID). (01:35) Crude oil climbs as OPEC+ weighs new output cuts, with meeting set to start. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Snowflake, Salesforce and moreDOJ trial to block Spirit/JetBlue set to close on Tuesday as remaining days canceledOccidental Petroleum in talks to acquire Permian producer CrownRock - WSJPhillips 66 gains after activist Elliott takes $1 billion stake, seeks board seatsSign 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.

Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP growth is revised up to 5.2% with inflation revised lower. (1:25) GM boosts dividend, announces buyback. (2:49)Show NotesHedge funds could get squeezed on stocks into year endBill Ackman sees Fed rate cuts as soon as first quarter of 2024Episode 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.

Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time for building. (00:25) Adelson family (LVS) to buy majority stake in Dallas Mavericks from Mark Cuban - reports. (01:30) Farfetch (FTCH) jumps amid report founder may make offer for luxury fashion site. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Workday, Las Vegas Sands and moreCharlie Munger, Warren Buffett's associate, dies at 99: Berkshire HathawayApple ending credit card partnership with Goldman Sachs - WSJTesla's Cybertruck is finally here - will the launch create a halo effect?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.

Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectations pick up sharply in November. (1:38) Amazon takes delivery title from UPS, FedEx. (3:50)Show NotesHedge funds ease up on Magnificent 7 bingeAdobe, Figma deal likely to result in 'substantial lessening of competition'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.

U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm Shein files for U.S. initial public offering - WSJ. (01:25) Saudi Arabia wants OPEC+ members to cut oil production quotas - Bloomberg. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Carlyle Group, Zscaler and moreThese are the most under-owned large-cap tech stocks - MSBroadcom said to let go of 'many' VMware employees after deal closed: reportAlbemarle, other lithium names extend losses on weak pricing as EV demand coolsSign 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.

Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40) Zero-day options arrive for Treasury bonds and oil. (2:31) Show NotesThe AI gold rush is here. Buy 'picks and shovels' to benefit.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.

U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSLA) union problems in Sweden include trash piling up and no mail service. (02:07) Fathom Digital Manufacturing holder offers to buy company for $4.50 a share. (03:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: UP Fintech and Crown CastleThe AI gold rush is here. Buy 'picks and shovels' to benefitActivist investor Elliott takes more than $2B stake in Crown Castle - WSJCan current tailwinds support Netflix's accelerated growth in 2024?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.

Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to an era of dividend focus (5:45). Fed credibility and how they've left themselves very little wiggle room (8:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael's Lead-Lag ReportShow Notes:JNK: At The Center Of A Credit EventMichael Gayed On Credit Event Phases And The Fed's Unprecedented MovesEpisode transcripts: seekingalpha.com/wsbSign 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.

More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on high yield. (3:43)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.Show NotesiRobot surges 37% on report of EU approval for sale to AmazonNovo's weight-loss drug Wegovy to make Asia debutNvidia delays launch of an AI chip for China

Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers in Europe posing threat to big Black Friday sale? (01:33) AbbVie (ABBV) suing Sandoz, four others to block generic Rinvoq: report. (02:33)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.Show links: Biggest stock movers today: iRobot, Fisker and moreSports betting records could be carved up Thanksgiving weekend - watch these stocksBest stocks for when the 10-year Treasury is fallingOctober global smartphone sales break two-year losing streak

OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation expectations raises eyebrows. (1:29) Apple's Tim Cook says there is a detailed succession plan. (3:53)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.Show NotesHedge funds are crowding more than half of their investments in their top 10 positionsDurable goods orders fall more than expectedDeere’s stock declines on guidance for smaller profit

Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3, guidance blow past expectations. (02:58) Elon Musk, Tesla (TSLA) engineers were aware of Autopilot defect - judge. (03:58)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.Show links: Biggest stock movers today: Virgin Galactic, Autodesk and moreTim Cook discusses Apple's 'very detailed' CEO succession plansBest quality stocks with highest return on capital, according to NasdaqHP CEO: Growth in PC segment likely to double next year

The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the consumer. (2:49) OpenAI investors mull legal action. (4:00)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.Show NotesThe 12 least expected market outcomes of '24 - and how to trade themEV shocker: VinFast Auto is on watch after Wedbush says shares could doubleLowe's slides after pointing to fading do-it-yourself demand

Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SEC charges Kraken for operating as unregistered crypto exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over ADHD meds. (02:23)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.Show links: Biggest stock movers today: Agilent Technologies, MorphySys and moreThe top 10 value plays, according to SA Quant RatingsNvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth?Holiday sales are expected to come in better than feared - watch these stocks

Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the A's move to Vegas. (2:25) Hundreds of Open AI employees threaten to quit. (3:03)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.Show NotesGoldman Sachs 2024 stock strategy - sales growthU.S. leading indicator falls slightly more than expected in OctoberSix Flags lands buy rating from Jefferies on merger upside

Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pausing driverless operations. (02:56) Nokia (NOK) expands partnership with Globe Telecom to cut network power use in the Philippines. (03:50)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.Show links: Biggest stock movers today: NuScale Power, Chegg and moreTown hall at Disney: Bob Iger to discuss future as investors size up stockAdobe gets EU antitrust warning over $20B planned Figma acquisitionL&T Technology Services collaborates with NVIDIA

Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and Nvidia Corporation (NVDA). (02:20) They also discuss the tale of two retail earnings reports, Walmart (WMT) and Target, (TGT) including WMT’s hint at signs of deflation.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.Show links:Nvidia: Assuring Processor Dominance By Technology And Strategic InvestmentsBaidu: Upgrading To BuyWalmart rattles retail sector with warning on consumer spendingTarget rallies 17% after improved profitability flips the script on the retailer

Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprising strength. (1:45) AT&T to launch standalone cybersecurity business. (3:20)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.Show NotesDividend Roundup: General Mills, Nike, Johnson & Johnson, Marriott, and moreSeven times the markets anticipated a dovish pivot that did not come trueLi Auto rallies after being added to the Hang Seng Index

Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) ChargePoint (CHPT) plummets on CEO replacement, preliminary Q3 results. (01:31) Applied Materials (AMAT) under criminal investigation for evading export controls: report. (02:45)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.Show links: Biggest stock movers today: Applied Materials, ChargePoint and moreTop 10 best performing stocks over the past weekIBM halts advertising on X as report finds ads placed next to pro-Nazi contentItaly bans lab-grown meat in effort to defend traditional culinary culture

Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps cloud business spinoff. (2:30) Goldman channels Taylor Swift for its 2024 market outlook. (3:58)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.Show NotesWalmart in charts: Comparable sales growth slows amid shifting consumer trendsPalo Alto Networks tumbles as it cuts full-year billings forecastInitial jobless claims increase by 13K, more than expected

Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM) CEO says turning oil and gas firms into 'villains' harms path to net zero. (02:03) Walgreens Boots (WBA) close to £5B pension deal - report. (02:46)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.Show links: Biggest stock movers today: Cisco Systems, Palo Alto Networks and moreBiden hails progress in Beijing ties; Xi tells CEOs China ready to be U.S. partnerEli Lilly said to be eyeing billion-dollar German plant amid GLP-1 shortageGoldman Sachs channels Taylor Swift for its 2024 stock market forecastFDA reviewers reportedly question efficacy of Merck cough drug

Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but retail sales show strength. (2:12) Target shares soar as margins improve. (4:26)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.Show NotesMichael Burry closes out broad market shorts, bets against semisWarren Buffett's Berkshire Hathaway exits GM, Activision bets in Q3Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy, exits Apple, Shopify

Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CVX) reviewing options for Texas Haynesville shale assets - Reuters. (02:01) U.S. House clears stopgap spending bill to avoid government shutdown, Senate vote next. (02:53) 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.Show links: Biggest stock movers today: JD.com, Arcturus Therapeutics and moreChina reset? Big business, Biden set to meet with Xi JinpingWall Street’s 20 most overbought stocksC3.ai soars on expansion of AWS deal focused on generative AI

Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate cut in May. (2:00) YouTube to require disclosure on AI video. (3:54) 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.Show NotesTop 10 most and least shorted stocks by hedge fundsHome Depot tops estimates even as customers opt for smaller projectsCanadian Solar sinks after Q3 miss; Q4 sales guidance far below consensus

Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymphoma drug from US market over failed study. (01:39) Boeing (BA) expands factory to boost output of Patriot missile sensors. (02:19)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.Show links: Biggest stock movers today: Fisker, Snap, Beauty Health Company and moreConsumer price index expected to slow in October; core inflation seen stallingIndex investing has created the most massive misallocation of capital in history – Cathie WoodU.S. probes ~100 tankers for suspected violations of Russia oil sanctions - Reuters

Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a leading producer of lithium for the EV sector. (1:48) Stock and bond markets are now punishing zombie companies. (3:04)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.Show NotesAlphabet ditches Robinhood stake, filing showsTyson Foods falls 6% after guiding for flat revenue in FY24Ford workers in Louisville vote against new labor deal

China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Biologics in an all-cash deal. (03:00)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.Show links: Biggest stock movers today: Boeing, StoneCo and moreApple is working on generative AI. Morgan Stanley shares how it could monetize itEarnings Week Ahead: Walmart, Home Depot, Target, Alibaba, Cisco and moreUBS sees pickup in mergers and acquisitions next yearMoody's cuts United States credit outlook to negative, reaffirms ratings

Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what to expect when CPI is released on Tuesday. (00:21) Julie shares the latest analysis on three retailers set to report earnings including Home Depot (HD), Target (TGT) and Walmart (WMT). (02:20) They also discuss the strike that was averted in Las Vegas ahead of major events. (03:43)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.Show links:Catalyst Watch: Walmart earnings, DraftKings event, REITworld, OPEC update and another CPI nail-biterIs Home Depot A Wise Investment Choice Amid Inflation SurgeTarget: A Value Trap, The Sell-Off Should AccelerateWalmart: Strategy, Stability And Innovation In A Single Package

Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling the inflation pinch again. (2:31) Will global instability bring buying opportunities? (5:21)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.Show NotesDividend Roundup: Exxon Mobil, Kroger, Waste Management, Devon Energy, and moreThe Trade Desk's weak outlook causes Wall Street to defend; shares plungePlug Power plunges as losses mount, hit by 'unprecedented supply challenges'

DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes return to China with Tencent (TECHY) deal to sell VR headsets. (01:28) BlackRock (BLK) plans to create ethereum (ETH-USD) ETF, Nasdaq filing shows. (02:15)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.Show links: Biggest stock movers today: Unity Software, The Trade Desk and moreMeta, Amazon debut feature to shop directly from Facebook and Instagram adsICBC, China's largest bank, said to be hit by ransomware attackHawaiian Electric to delay quarterly filings, citing potential lawsuitsBig tech stocks should continue to perform better than the whole S&P 500 into 2024

DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent from HSBC on deadlines, Elon Musk risk. (1:44) Magnificent 7 stock ownership hits 'critical mass.' (3:41) 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.Show NotesDisney drives higher as analysts (mostly) applaud resultsAnheuser-Busch InBev lands buy rating from HSBC with global business getting strongerMorgan Stanley wealth management arm under Fed probe over due diligence lapses

Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC Q3 results, but concerns remain over debt, Q4 box office. (01:41) Eli Lilly (LLY) extends expiration of tender offer to acquire Point Biopharma (PNT). (03:15)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.Show links: Biggest stock movers today: Disney, Twilio, Arm Holdings and moreDisney earnings call: Focusing streaming, paving ESPN's futureB&G Foods sells Green Giant vegetable product line to Seneca FoodsGM's Cruise recalls 950 driverless cars after production halt

The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Bros. Discovery plunges despite 'Barbie.'(2:36) Grand Theft Auto VI hype gears up. (3:22)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.Show NotesTop 10 exchange traded fund inflow leaders of 2023Robinhood stock slides on Q3 revenue miss, expense guidanceRoblox surges as Q3 results top estimates; will give guidance starting next year

Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG) to fully acquire online car dealership CarOffer for $75M. (01:27) Virgin Galactic (SPCE) cuts jobs to support Delta spaceship production. (02:04)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.Show links: Biggest stock movers today: Rivian, Robinhood, Upwork and moreWall Street’s top 10 growth stocks according to SA Quant RatingsJ.M. Smucker forms new strategic business area, makes changes to leadership teamPG&E files for federal extension of Diablo Canyon power plant operations

Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amazon. (1:57) Barclays says there's more pain to come for office real estate. (3:00)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.Show NotesChart: Recession probability vs. SLOOSUber in charts: Double-digit growth for total gross bookings, active customers and tripsTop 7 tech stocks with even more growth opportunity

WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest electric vehicle maker to move to NACS charging standard. (01:12) GM, Cruise to hit brakes on Origin robotaxi production as safety woes mount. (02:00)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.Show links: Biggest stock movers today: Alteryx, TripAdvisor and moreVMware collaborates with Intel to unlock private AI everywhereKinder Morgan to buy NextEra Partners' south Texas assets in ~$1.8B dealOMV, Abu Dhabi near deal to form €30B chemical giant - Bloomberg

South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The U.S. is closer to a recession than you think. (4:07)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.Show NotesBerkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157BDisney taps longtime PepsiCo exec as new finance chiefBumble CEO stepping down, to be replaced by Salesforce exec

Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo Alto Networks (PANW) close to buying Talon Cyber Security for $600M-$700m - report. (01:54) Elon Musk unveils Grok AI bot with real-time access to X data to rival ChatGPT. (02:36)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.Show links: Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157BOil edges up after Saudi Arabia, Russia stick to production cutsSilicon Valley Bank was not a one-off, many more banks will fail - Duke professor

Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20).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.Show links:Tuttle Capital ManagementRob Isbitts, Sungarden Investment PublishingWall Street Breakfast: The Week AheadWall Street Breakfast: What Moved MarketsRate Watching And Why The Bond Market Matters

Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)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.Show links:Hulu's valuation still up in the air as Disney to buy Comcast stakeSix Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopesUber, Lyft seen having strong Q3 results, though with lower multiples - UBS

There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yield tumbles again. (1:40) Will AI eliminate every job? (3:19)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.Show NotesBanks at 80-year low vs. S&P 500 and tech is at an all time highReading Wall Street Research Like A ProThe Las Vegas Strip is a week away from its biggest worker strike in history

Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 sales top estimates. (01:59) Amazon (AMZN) to shut apparel stores to focus on grocery business. (03:03)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.Show links: Biggest stock movers today: Apple, Block, Digital Ocean and moreElon Musk warns AI will make all jobs obsolete at some pointBroadcom CEO met with Chinese officials over weekend amid VMware deal - report (update)Novo Nordisk says ~80% of insured U.S. patients pay less than $25 for Wegovy

Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. productivity saw the highest non-COVID acceleration since 2009. (1:25) Palantir Technologies (PLTR) rallies post-results. (2:51)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.Show NotesReading Wall Street Research Like A ProGoldman Sachs' 25 'conviction list' stocks to buyStarbucks rallies after comparable sales, margins shine in FQ4

Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six Flags (SIX) gain amid reports of potential merger. (01:55) Live Nation (LYV) falls amid report DOJ probing deals with artists, venues -report. (02:52)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.Show links: Biggest stock movers today: Qualcomm, PayPal, Roku, Fastly and moreGoldman Sachs' 25 'conviction list' stocks to buyRayonier targets $1B in asset sales as part of a plan to improve shareholder valueEtsy falls after macro backdrop impacts the retailer's outlook for the holiday quarter

The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike more?' (1:20) Atlanta GDP Now forecast for Q4 tumbles on weak manufacturing. (0:59)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.Show NotesISM Manufacturing unexpectedly falls in October as demand stays softU.S. Treasury boosts quarterly refunding to $112B of securities

Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks slump amid report NAR, brokerages guilty of collusion. (01:32) WeWork (WE) poised to file for Chapter 11 bankruptcy next week - report. (02:38)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.Show links: Biggest stock movers today: Paycom Software, CRISPR Therapeutics and moreCRISPR, Vertex gene editing therapy gets warm response from FDA panelGenerative AI in 'very early days' for software giants like Microsoft, Salesforce - Deutsche BankU.S. automakers oppose Cleveland-Cliffs bid for U.S. Steel - reportTesla eyes producing 200,000 Cybertrucks annually - Elon Musk

Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slams Janet Yellen. (3:04) Morgan Stanley stands firm with prediction of S&P drop to close out year. (5:25)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.Show NotesU.S. chip curbs put Nvidia's $5B of China orders at riskCaterpillar’s stock falls amid investor concerns about future growthPfizer posts rare topline miss in Q3 amid COVID cliff

Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel's (INTC) silicon photonics components. (02:48)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.Show links: Biggest stock movers today: BP, Pinterest, Lattice Semiconductor and moreApple takes wraps off 'scary fast' Macs with M3 chipsSpirit Airlines plunges as investors hope for settlement with DOJ over JetBlue fadesX is now worth less than half of what Elon Musk paid to buy TwitterBiden's Alaska oil plan seen as major threat to future drilling - Bloomberg

The executive order establishes standards for safety and security. (0:15) Will Treasury refunding overshadow the Fed. (1:50) McDonald's (MCD) tops profit and sales forecasts. (3:21)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.Show NotesSkeptical of a recession? Goldman likes beaten-down cyclical stocksOn Semiconductor drops as fourth quarter forecasts miss estimatesG7 economies to agree on AI guiding principles for companies - report

G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative agreement with Stellantis (STLA), expands strike against GM. (01:57) Boeing (BA) weighing ransomware threat from hackers. (03:10)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.Show links: Biggest stock movers today: Coherus BioSciences, ArcelorMittal and moreHSBC net profit more than triples in Q3; $3B stock buyback plannedCiti explores a Disney trade-off: ABC and India for HuluEvergrande gets last chance for debt deal to avert liquidation; stock hits record low

Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-day FOMC meeting. (00:21) Julie gives a brief earnings preview of McDonald’s (MCD), Starbucks (SBUX), and Eli Lilly (LLY). (03:35) They also discuss Hershey (HSY), the consumer report about lead levels in its products, the impact of the price of cocoa, whether the company should be concerned about weight loss drugs and the upcoming holiday season. (04:53) Hot topic: Kim’s Wall Street Halloween costume ideas. (07:13)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.Show links:Catalyst Watch: Apple earnings, Fed policy meeting, jobs reportEli Lilly: The GLP-1 Opportunity, While Increasingly Recognized, Is Vastly UnderestimatedMcDonald’s Q3 earnings on deck, what to expectBrewing Up Profits: Starbucks' Q4 Earnings Preview

September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its dividend. (3:14) Certain Apple Watch models to be prohibited from being imported into the U.S. (4:09)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.Show NotesDataTrek: Lofty valuations aren't limited to Big Tech; cites Lilly, MastercardDividend Roundup: Visa, Wells Fargo, Morgan Stanley, Costco, and moreChevron slides after Q3 miss, with sharp drop in upstream results

GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts, strong sales trump AWS growth worries. (01:38) Masimo (MASI) jumps after win in patent fight with Apple (AAPL) at Intl Trade Commission. (02:49)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.Show links: Biggest stock movers today: Intel, Amazon, Ford Motor and moreSolarWinds gains on report it's exploring options, potential saleEli Lilly wins approval of first-in-class ulcerative colitis drug OmvohFord follows GM in withdrawing 2023 guidance, reports operating loss in EV segment

GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft landing scenario. (2:38) Bill Ackman made $200 million on his bond short. (4:53)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.Show NotesBoomer stocks are a better buy than Millennial stocks – BofAComcast sees Q3 boost from theme parks, broadbandDurable goods orders rise more than expected in September

Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surprise as revenues, profits, users all top forecasts. (01:39) UPS acquiring Happy Returns from PayPal (PYPL). (02:54)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.Show links: Biggest stock movers today: ServiceNow, Align Technology and moreU.S. House gets a new speaker, but odds of government shutdown next month remainApple AirPods getting a makeover: reportCalifornia’s Cruise incident could have bigger ramifications for the self-driving vehicle industryChoice Hotels calls on Wyndham to engage in merger talks

China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:50) Google to run internet cables to island nations. (4:11)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.Show NotesStocks returning cash should outperform capex spenders - GoldmanTexas Instruments seeing 'broadened' industrial weakness has Wall Street concernedT-Mobile follows AT&T, Verizon in boosting free cash flow, seeing strong postpaid adds

Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch InBev (BUD) in largest-ever sponsorship deal - report. (02:39)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.Show links: Biggest stock movers today: Google-parent Alphabet, Microsoft and moreApple's China risks are real and rising: Bank of AmericaEarnings misses are being punished a lot more than beats are being rewardedBlackRock to pay $2.5M to settle SEC order on an investment description

Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter. (1:38) Why election years are usually a tough time for stocks. (3:50)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.Show NotesGeneral Motors says it will moderate electric vehicle production pace3M’s stock rises on higher earnings outlookCoca-Cola rallies after Q3 organic sales sail past expectations on strong pricing

The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-year high. (02:56)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.Show links: Biggest stock movers today: Barclays, Logitech International and moreBarclays reports Q3 earnings; warns of big cost cuts as profits dipSmartsheet to build data hosting facility in AustraliaOxy Petroleum plunges as Exxon, Chevron megadeals remove potential buyers

Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield tops 5% for the first time since '07. (1:21) Morgan Stanley (MS) slammed as purposeless in downgrade. (3:29)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.Show NotesHealthcare, materials, real estate, and energy overweight by JefferiesBill Ackman pulls the plug on bond short positionHollywood strike: Actors, studios to resume negotiations

Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline. (00:22) Stonepeak agrees to buy shipping-container firm Textainer (TGH) for $50/share (update). (01:23) Japan antitrust watchdog to investigate Google (GOOG) (GOOGL) over search dominance - report. (02:32)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.Show links: Biggest stock movers today: Crypto-focused stocks, Roivant Sciences and moreEarnings week ahead: Amazon, Microsoft, Alphabet, Meta, Ford, GM and moreNew titles drive 10% jump in U.S. video game sales for SeptemberFoxconn said to face tax investigation in China, stock falls 2%

Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30), bonds becoming really good competition for stocks (14:00).Episode transcripts seekingalpha.com/wsbSign 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.Show links:SPY: Halloween Comes Early - A Frightening Market Shows Risks Overwhelm Potential GainsRate Watching And Why The Bond Market MattersTBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF StrategiesThe Magnificent Seven Or The Mediocre Seven?The Stock Market Is Starting To Gradually Roll Over

Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In addition, Kim gives an update on the sale of Manchester United. (05:28)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.Show links:Catalyst Watch: Tech earnings blitz, Qualcomm event and Stellantis revealsU.S. Retail Sales Confirms 4% GDP Growth Is On The CardsNetflix in charts: Total memberships rise again in Q3Qatari investors withdraw bid for Manchester United - report

SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)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.Show NotesCoinbase legal chief expects SEC will approve a bitcoin ETF soonDividend Roundup: Dell, Lowe’s, Blackstone, Ford, and more

Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) works out deal with Tesla (TSLA) to adopt NACS charging standard. (02:27) Jazz Pharmaceuticals (JAZZ) exploring strategic options, including sale - Bloomberg. (03:15)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.Show links: Biggest stock movers today: SolarEdge Technologies, Intuitive Surgical and moreChina to restrict exports of key EV battery material graphiteMicrosoft paid top boss Nadella $48.5M in fiscal 2023Starbucks sues Workers United union over damaging social media postMarket investors aren’t as worried about the state of the world as they should be - Paul Singer

The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks strong. (2:58) Cathie Wood's ARK says the bond market could be making a major mistake. (3:53)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.Show NotesGoldman's top tactical stock trades for earnings seasonPhilip Morris International tops profit estimates, generates record Q2 revenuePhilly Fed manufacturing rises less than expected in October

Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (DVN) reportedly studying possible deals with Marathon Oil (MRO), CrownRock. (02:24) Pfizer (PFE) to price Paxlovid at $1,390 per course on commercial market: report. (03:17)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.Show links: Elon Musk: 'we dug out own grave' with Cybertruck; Tesla slumps premarketNestlé reports 9-month results; temporarily halts production in IsraelNokia reports Q3 results, reaffirms FY23 guidance and announces 14,000 job cutsJ&J considers third bankruptcy attempt over talc claimsDisney breaks out ESPN figures for first time; channel made ~$16B revenue in fiscal 2022

Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong organic sales. (3:15) Copper rises with China on track for 2023 growth target. (4:08)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.Show NotesTrillion-dollar tech titans have added additional $2.4T in market cap in past yearIsrael's shekel stays above key 4 handle vs. dollar as worries grow of escalationChina's President Xi Jinping unveils global AI governance initiative, amid US chip curbs

Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September home sales saw Y/Y decline of 17%. (02:11)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.Show links: Biggest stock movers today: United Airlines, Viking Therapeutics and moreVMware falls amid report about China's review of Broadcom deal (update)U.S. Bancorp stock spikes as Fed exempts firm from Category II requirementsNetlist plunges amid 9th Circuit Court appeals ruling in Samsung fight (update)

The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns continue to hamper Goldman earnings. (2:00) The Animal Spirits Index shows spooked investors. (3:47)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.Show NotesConsumers power on, driving stronger-than-expected September retail salesBank of America Q3 earnings climb on higher rates, Global Markets improvementBaidu launches new AI model Ernie 4, setting stage for rivalry with OpenAI's GPT-4

Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce deal easing sanctions on Venezuelan oil - report. (01:38) Allstate (ALL) gains amid report activist Trian has taken a stake. (02:31)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.Show links: Biggest stock movers today: Ericsson and NetScout SystemsJohnson & Johnson's Q3 results set to be first report after separation of KenvueTempest Therapeutics continues wild ride as stock rallies 85% (update)FDA grants expanded approval for Merck's lung cancer drug Keytruda

Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Liontown Resources (LINRF). (01:33) Sony (SONY) in talks for potential purchase of Disney's (DIS) India business - report. (02:04)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.Show links: Biggest stock movers today: Lululemon Athletica, Manchester United and moreCrypto meets luxury: Ferrari confirms it will accept bitcoin and ethereum for car paymentsCarl Icahn claims his short bet against malls may be rigged - reportEarnings week ahead: Tesla, Bank of America, AT&T, Netflix, American Airlines and more

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when markets are sliding (0:25). Focusing on dividend growth and safety, not high yields, and why dividend stocks are still attractive when money market yields are high (3:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Show Notes:Dive Into Dividends: 14 Must-Have Stocks When Markets DipTop Dividend StocksEpisode transcripts 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.

Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)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.Show links:Consumer price index comes in a touch hotter than expected in SeptemberNovo Nordisk to stop late-stage kidney failure trial as interim data shows efficacyTaiwan Semiconductor likely to receive waiver from Chinese export control curbsTesla headwinds include a sales deceleration in China and price cuts in the U.S.Netflix changes ad chiefs with growth shaping up as a struggle

UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in effort to slash costs. (01:17) Disney (DIS), Comcast (CMCSA) hire banks to arrive at Hulu valuation for sale. (02:11)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.Show links: Biggest stock movers today: Dollar General, SMART Global and moreU.S. weighs including Chinese subsidiaries overseas in new AI chip curbs - reportDollar General jumps after appointing Todd Vasos as CEOTesla announces pay raise for German plant workers amid union disputeBanks Q3 earnings preview: Expect NIM pressure, elevated charge-offs

A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing guidance right after new CEO appointment. (2:50) OpenAI intends major updates ahead first Developers Conference. (3:05)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.Show NotesMost crowded longs and shorts going into earnings seasonDomino's Pizza slips after U.S. same-store sales decline in Q3Initial jobless claims hold steady in past week

UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: Talks between studios, actors break down. (02:29)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.Show links: Biggest stock movers today: Tupperware Brands and Victoria's SecretOpenAI plans to unveil new updates with potentially lower costs to attract developers - reportTempest Therapeutics soars 4,000% on updated data (update)China sovereign wealth fund raises stake in 'Big Four' banks

Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:56) Packaging makers could take a hit from weight-loss drugs. (4:53)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.Show NotesBank of England warns on U.S. tech stock valuationsProducer price index increases more than expected in SeptemberDisney rises as company announces price hikes at Disneyland, Disney WorldHP investor day shows capital return plans are 'key' to investor base

Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) U.S. to award $7B in funds for hydrogen hubs this week, reports say. (01:41) Samsung Electronics (SSNLF) expects 78% drop in Q3 operating profit. (02:35)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.Show links: Biggest stock movers today: DaVita, E2open, Polestar and moreClean energy stocks rally as France aims to double output from renewablesThe Las Vegas Strip will have a new mega resort opening in DecemberAmerican Airlines suspending flights to Israel through early December

PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) Barclays digs into climate change impact on the ski season. (4:10)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.Show NotesAbercrombie & Fitch is called a mall stock standout by JefferiesElectronic Arts rises as BofA upgrades, says discount 'unwarranted' going into 2024Lincoln National debt rating cut at Moody's on capital, profit headwinds

Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW International (WW) rides the Ozempic (NVO) wave, closes up 13%. (01:26) Door maker PGT Innovations (PGTI) gains amid report of rejected $1.9B bid. (02:55) 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.Show links: Truist said to be in talks to sell rest of its insurance brokerage unitFannie Mae survey shows pessimism in housing market hit new high in SeptemberPG&E to pay $45M penalty for California's Dixie Fire, regulator saysSonos dips amid loss in Google patent case

Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management concerns (2:12) Pintesrest (PINS) gets a vote of confidence. (2:32)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.Show NotesInvestor Movement Index slips for first time in five monthsAirline flights to Israel are cut back dramatically after Hamas attackArm Holdings rises as JP Morgan starts with overweight rating

Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Peltz plans new push for board seats at Disney (DIS)- report. (01:49) Bristol-Myers Squibb (BMY) to acquire Mirati Therapeutics (MRTX) for $4.8B. (02:44)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.Show links:Birkenstock IPO likely to price at top end of range - reportTesla headwinds include a sales deceleration in China and price cuts in the U.S.Citigroup to sell China consumer wealth portfolio to HSBC

Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybody's attention (1:45). Rate watching, inverted curves, the absolute level of the 10-year (5:25) and what they're each buying (18:00).Transcripts on Seeking AlphaShow Notes:Powell Prioritizes Inflation, Overblown Fed Reactions And Market NarrativesWall Street Lunch: Job Market Keeps Humming As Payrolls SurgeS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsTBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF StrategiesSign 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.

Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most notable catalyst for the week, CPI. He also discusses a topic suggested by a listener, clean energy stocks and why they underperform compared to traditional energy. Julie gives a brief bank earnings preview. Banks start reporting earnings on Friday, October 13.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.Show links:Catalyst Watch: Eyes on the Birkenstock IPO, PepsiCo earnings and FOMC minutesJobs growth surges past consensus in September; unemployment stays at 3.8%Sunrun, Plug Power lead alternative energy stocks lower, whacked by rising ratesDelta Air is latest carrier to find fake aircraft engine parts - reportU.S. 10-Year Treasury yield tops 4.75% a level not seen since 2007

September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial tumble. (0.39) Tesla cuts prices. (3:12)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.Show NotesBuy-rated dividend stocks for volatility and high ratesBofA’s Alpha Surprise Model: Lots of Energy additions, Consumer Discretionary deletionsOpenAI mulls making own AI chips

PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to buying Pioneer Natural (PXD) for about $60B - WSJ. (01:58) Amazon (AMZN) lets go employees in communications across divisions. (02:54)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.Show links: Top 10 stocks with the highest short interestRivian closes down 23%, its biggest ever one-day percentage dropLong-term mortgage rates reach highest level in a generation

AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Americans change the grocery landscape? (3:08) Strategist sees echoes of the 1987 crash in this market. (3:58)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.Show NotesDive Into Dividends: 14 Must-Have Stocks When Markets DipMcDonald's raises dividend by about 10% to $1.67 a shareCitigroup begins reviewing employees for layoffs, reassignments

Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry (BB) will IPO internet of things unit. (01:29) UAW strike update: Ford (F) announces more layoffs; GM puts cost at $200M. (03:11)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.Show links: Alibaba logistics hub in Belgium on watch amid espionage fears - reportClorox details financial impact of cybersecurity attackTobacco stocks may face a test if the UK youth smoking ban gains steamAT&T said to start evaluating options for hefty DirecTV stake

SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see oil prices falling to $70. (1:57) UK aims for a smoking-free generation with new rules. (4:10)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.Show NotesCorrection could be coming for mega caps - Wells FargoPrivate sector job growth slows markedly in September: ADP Jobs ReportTilray touts diversification after Q1 revenue beat

Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to separate Programmable Solutions Group as standalone biz. (01:36) Amazon allegedly used algorithm to boost prices - WSJ. (03:03)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.Show links: Apple downgraded at KeyBanc on valuation, potentially slow US salesMolson Coors plans to boost its beyond beer business, launch new buybacksMeta said to lay off Reality Labs silicon unit

The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier to find fake engine parts. (2:27) U.S. shale producers won't drill even if oil hits $100/barrel. (3:34)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.Show NotesJob openings unexpectedly climb in August, snapping downward trendCanaccord Genuity says that the stage is set for a bounce given oversold market conditionsEli Lilly to acquire Point Biopharma in $1.4B deal

GM, Stellantis (STLA) on hook for $9.5B in fines under fuel economy proposal - report. (00:28) McDonald's (MCD) and Wendy's (WEN) win a hamburger legal battle while Burger King preps for trial. (01:40) WeWork (WE) skips $95M interest payments as it looks to negotiate with lenders. (03:02)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.Show links: DraftKings, FanDuel see huge increases in Travis Kelce prop betsMicrosoft CEO testifies that Google will expand search dominance with AICleveland Fed's Loretta Mester sees one more rate hike this year

October is traditionally strong for stocks, but it's no sure thing. (0:15) Goodbye, Kellogg (K). (3:13) Will a Tesla Cybertruck arrive in Q4? (3:45)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.Show Notes'Hey above-median spender' - Jefferies highlights software/net picksNvidia rises, EU says no 'formal investigation' into AI after French raidDatadog rises as Piper Sandler upgrades, citing stability,' boost from AI

Student loan payments resume. What does it mean for the economy? (00:23) Tesla (TSLA) rolls out updated Model Y in China; starting price unchanged. (01:15) Cigna (CI) to pay $172M to resolve Medicare overpayment claims. (02:19)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.Show links: Biggest stock movers today: Syndax Pharmaceuticals, Coinbase Global and moreApple to take action on overheating iPhone 15sMacau's Golden Week starts off strong in potential catalyst for the broad Chinese economy

Catalyst watch for the week of October 1. Seeking Alpha Senior Executive Editor Kim Khan on a notable catalyst for the week, Nonfarm Payrolls. (00:26) He also takes note of the research that evaluates how today’s market compares to the 2018/2019 government shutdown. (02:34) Julie gives a brief earnings preview of Constellation Brands (STZ). (01:37)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.Show links:Catalyst Watch: Tesla deliveries, Google event, Kellogg spinoff, Amgen drama and Ether ETFsAmazon, Disney, Boeing boosted in Wells Fargo Signature Picks portfolioWhy this shutdown selloff looks differentU.S. Government Shutdown Makes It Likely The Fed Is Finished HikingRate environment today 'rhymes with 2008' - J.P. Morgan's Kolanovic

The Fed’s favorite inflation gauge falls below 4% for the first time in two years. (0:15) Bill Ackman says keep shorting Treasuries after worst month this year. (2:07) GameStop’s Cohen calls for ‘extreme frugality.’ (4:10)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.Show NotesStocks in midst of worst seasonals, but things look up for Q4 - GoldmanBlue Apron skyrockets 121% after landing buyout offer from Marc Lore's Wonder GroupNvidia offices in France raided over suspected anti-competition practices

Nike (NKE) rises on profit beat; China sales miss estimates. (00:23) Exelon (EXC) to pay $46.2M penalty to settle SEC fraud charges. (01:26) Tesla (TSLA) and Chipotle (CMG) are sued separately by the EEOC for civil rights violations. (02:24)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.Show links: House Speaker McCarthy snubs Senate plan to avoid government shutdownNews-heavy Amazon closes at the same exact price three days in a rowFed Chair Jerome Powell emphasizes education's role in the economy

Shares rise as meme crowd favorite Cohen takes GameStop (GME) top spot. (0:15) ChatGPT goes real time. (2:55) S&P ETF is the most oversold it’s been in a year. (3:25)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.Show NotesRate environment today 'rhymes with 2008' - J.P. Morgan's KolanovicPending home sales in August sink 7.1% to lowest since 2020Workday stock falls 10% after subscription revenue forecast seen below estimates; unveils AI Marketplace

Las Vegas hospitality workers vote for strike against hotels, casinos. (00:25) Johnson Controls (JCI) hit with data breach, ‘massive ransomware attack’. (01:17) Evergrande (EGRNF) stock trading suspended in Hong Kong as chairman under surveillance. (02:01)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.Show links: Biggest stock movers today: Peloton, Micron Technology and moreMeta Platforms shows off Quest 3 headset, AI updates, as the face race heats upMorgan Stanley’s top picks for high dividend-paying industriesExercise shocker: Lululemon and Peloton enter broad strategic partnershipBank of America CEO still expects soft landing as consumer spending stays strong

Crude stocks at Cushing, Okla. hit their lowest level in 14 months. (0:15) Hollywood writers set to return to work. (3:37) Here's why a government shutdown could be even worse for stocks than 2018. (4:50)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.Show NotesDurable goods orders unexpectedly tick up in AugustNextEra Energy Partners cuts long-term growth outlook roughly in halfCostco is defended by bulls despite staying quiet on membership fee increase

Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss existing share sale, valuing it at $90B. (01:37) Intel (INTC) German plant reportedly having difficulty hiring. (02:20)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.Show links:DuPont opens new adhesives manufacturing facility in ChinaCostco drops after the close; Co. beat quarterly profit, sales estimatesJabil to divest Mobility business to BYD Electronic for $2.2BChina Evergrande chairman reportedly under police watch, stock drops 19%

Ford (F) pauses construction on giant electric vehicle battery plant in Michigan. (00:26) Costco (COST) members get access to online medical visits in Sesame deal. (01:20) Government shutdown will be 'credit negative' on U.S. sovereign rating: Moody's. (02:03)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.Show links: World not ready for Fed rate rising to 7%, warns JPMorgan's Jamie DimonTaiwan Semiconductor reportedly moves up packaging orders for AI demand3M weighs whether to restart PFAS manufacturing at factory in Belgium

Studios, writers reach tentative agreement to end strike. (00:23) Apple (AAPL) to boost India production over five times to $40B - report. (01:21) Rite Aid (RAD) reportedly could close up to 500 stores as part of bankruptcy. (01:57)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.Show links: Thinking of buying a used EV? Think very, very carefullyOnce-hyped NFTs now are largely worthless, study findsAmazon, Google, Microsoft could be required to disclose cloud customer infoRepublicans divided on stopgap spending bill as U.S. govt shutdown looms

Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:40), sussing out the real market narrative (7:00), technical levels and the 10-year (14:00).Transcripts on Seeking AlphaShow Notes:SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsSPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)Market Crosswinds And Nasdaq Looking Better Than DowSign 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.

Rob Isbitts shares why the stock market has been resilient; T-Bills' tough competition (0:35) the salient 10 year yield (9:30) and bright spots in oil and uranium (15:20).Transcripts on Seeking AlphaShow notes:SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsMarket Crosswinds And Nasdaq Looking Better Than DowJerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyChart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsSign 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.

U.K. issues preliminary approval for Microsoft-Activision merger. (00:26) Kevin McCarthy's third attempt to avert government shutdown fails. (01:02) Detroit automakers could face expanded strike as negotiations continue. (02:24)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.Show links: FAA alert warns of GE jet engines with unapproved partsFTX founder Sam Bankman-Fried to stay behind bars ahead of trial - reportCanada's Stelco weighing bid for US Steel - Bloomberg

FedEx (FDX) rises after the close on strong results, estimates. (00:28) Cleveland-Cliffs (CLF) refuses to sign standstill agreement with US Steel (X) - report. (01:51) MGM Resorts (MGM) says operations have recovered from organized hacking attack. (02:41) 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.Show links: Hollywood strike may end soon as writers, studios return to bargaining tableToshiba set to end 74-year run as listed firm as $13.5B buyout concludesKB Home Q3 earnings reflect steady demand, but average sales price slips

The Federal Reserve kept interest rates on hold as expected. But the summary of economic projections showed median expectations for two fewer rate cuts in 2024. The 2-year Treasury yield hit levels not seen since 2006.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.Show NotesPlay-by-play of Fed Chairman Powell's press conference

Klaviyo prices IPO at $30 a share. (00:27) Uber (UBER) may be forced to hike prices by 40% if EU gig work rules passed - report. (01:19) Exxon (XOM) working on direct air capture technology, not EV charging stations. (02:16)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.Show links: Biggest stock movers today: Instacart, ARS Pharmaceuticals and moreA single oil trader is sparking a price run-up for U.S. physical crude - BloombergDisney slips after move to double Parks investments to $60BPhilip Morris evaluates selling stake in pharmaceuticals unit - report

Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the whole Treasury market at risk? (3:25) Two metals look vulnerable to the UAW strike. (4:27)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.Show NotesHousing starts plunge more than expected in August as mortgage rates stay highAmazon, Alphabet, Meta top tech names at Wedbush on AI growth

Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at the high end of range, gets $10B valuation. (01:33) Carrier (CARR) reportedly explores listing commercial, residential fire unit. (02:29)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.Show links: Wall Street Breakfast SurveyUAW to strike at more factories if 'serious progress' not made by FridayPepsi stands to lose as Burger King said to negotiate with Coke: ReportAmazon considers new subscription programs: ReportNike earnings are next week - analysts expect a rough update

U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales of new iPhones tracking well. (1:47) U.S. offshore wind farm projects in jeopardy. (2:34)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.Show NotesAs IPO market normalizes, watch out for valuations - GoldmanPayPal cut to Market Perform at MoffettNathanson on lackluster gross profit viewBuilder sentiment dips in September, trailing consensus, amid high mortgage rates

Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hopes to crash holiday sales party. (01:35) U.S. home purchases scrapped at highest rate in 10 months - Redfin. (02:45)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.Show links: Alibaba plans to invest $2B in Turkey - reportBiggest stock movers today: Nikola and AlteryxFederal Reserve expected to keep rate unchanged — then what?UAW strike: White House team to reach Detroit this week; Stellantis offer rejectedFerrari and Puma renew their partnership

Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the big event of the week, the 2-day FOMC meeting. (00:22) Julie gives a brief earnings preview of FedEx Corporation (FDX). (02:56) Kim gives an investor and fan analysis of Manchester United (MANU). (04:20) Listen for how he argues that the team was never for sale and compares it to a former department store.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.Show links:Catalyst watch: Microsoft, Amazon, Oracle, and Intel to Hold High-Profile EventsThe Fed Decision Preview: A Premature Pause Is Likely To Be PunishedManchester United: Assessing Takeover Potential Amid Market BuzzFedEx: An Industrial Stock Poised For Capital Appreciation

Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32) Uranium prices soar. (3:05)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesThree stocks strategies heading into Q4 from GoldmanGE’s stock advances as CFO sees Q3 results at high end of guidance

UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B offer for ABC, other Disney (DIS) networks - report. (01:58) P&G (PG), J&J (JNJ), Walgreens (WBA) face class action suit over cold medicine drug. (03:17) 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.Show links:California reaches $93M settlement with Google over violations of location privacyLennar fiscal Q3 earnings beat even as average home prices slipArm Holdings jumps 25% in market debut for a valuation of $68B

WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08) ECB hikes to an all-time high of 4%. (3:23)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesRobotic and AI equity performance is rising, creating opportunities for productivity growthUAW eyes targeted strikes at auto plants in first wave of labor walkoutProducer prices rise more than expected in August

Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier not seen driving revenue in short-term, CFO says. (01:54) French regulator orders Apple (AAPL) to withdraw iPhone 12 model due to high radiation levels. (02:39)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.Show links:CrownRock exploring potentially biggest U.S. oil and gas sale in three years - ReutersFTX gets green light to sell $3.4B in bitcoin, ethereum, solanaGoogle lays off hundreds from recruiting team: ReportHackers in the casino: MGM Resorts sees ongoing disruption while Caesars pays a ransom

Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14) Here comes the GameStop movie. (3:35)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesFund managers finally embrace U.S. stocksAmerican Airlines lowers profit guidance to adjust for new labor contract, higher fuel priceAdvance Auto Parts slides after S&P downgrades debt to junk status

Apple (AAPL) unveils watch operated by finger movements, iPhone 15, titanium casing. (00:29) Workhorse Group (WKHS) pops after landing IRS approval for commercial clean vehicle credit. (01:58) California Senate passes bill requiring large companies to report carbon footprint. (02:43)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.Show links:Birkenstock files for IPO in New YorkAmazon to hike wages for contract delivery drivers - reportBP says CEO Looney resigned after failing to reveal relationships with colleaguesThe GameStop meme story hits the big screen

IEA says peak oil, coal demand hits before 2030. (0:15) Amazon (AMZN) strikes carbon capture deal with Occidental (OXY). (1:20) United States v. Google begins. (3:21)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesMorgan Stanley sees steady CPI to keep Fed on trackA major U.S. auto strike is two days away - here is the latestOracle falls ~10% after revenue miss but Street remains positive on growth storyMGM Resorts is on watch after cyberattack impact rolls into day two

WestRock (WRK) jumps on Smurfit Kappa (SMFTF) merger to create $20B packaging giant. (00:28) JPMorgan (JPM) CEO Jamie Dimon slams Basel III endgame proposal. (01:34) Paramount (PARA) parent strikes deal with lenders to refinance debt - report. (02:31)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.Show links:August CPI headline inflation to rise on oil surge, core CPI expected to recededStratasys rejects revised offer from 3D SystemsTesla, suppliers expected to invest $15B in Gigafactory Mexico - report

Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesInstacart aims for $7.8B valuation in IPOCopper bounces from three-week low as Chinese currency gains vs. dollarQualcomm pops as Apple extends chip supply agreement until 2026Barclays warns that a global slowdown is on the horizon

Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM) nears deal to buy Hostess Brands (TWNK) - WSJ. (01:26) Tesla (TSLA) is a top pick at Morgan Stanley with Dojo called a $500B wildcard. (02:00)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.Show links:Biggest stock movers today: Tesla and Crinetics PharmaceuticalsFDIC says it could have done more to warn First Republic Bank of rate risksApple's big event may be 'quiet.' Why Wall Street thinks that's a good thingKenvue shares may gain after FDA comments in Tylenol-Autism warning label lawsuit

Chris DeMuth Jr. talks about investing in 2023, the current state of the market (0:30) and why he likes the energy sector, especially oil and gas (4:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Chris' investing group, Sifting The WorldShow links:Putting The G In ESG With GasLogChris DeMuth's State Of The Markets January 2023Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29) Apple (AAPL) slips again on China worries; issue is 'way overblown,' analysts say. (02:01) SEC investigating Ryan Cohen's Bed Bath & Beyond trades - WSJ. (03:11)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.Show links:Biggest stock movers today: Smith & Wesson Brands, Hudson Pacific Properties and moreFederal Reserve likely has more work to do, Dallas Fed's Lorie Logan saysFederal Reserve's policy rate is in "a good place' right now, NY Fed's Williams saysFresh round of job cuts coming for Goldman Sachs underperformers

C3.ai (AI) says will not be profitable in Q4 of fiscal year 2024. (00:29) Alibaba (BABA), Baidu (BIDU), Tencent (TCEHY) top picks at CLSA as firm sees trio leading AI innovation. (01:33) AMC sees largest drop since 2021 on plan to sell up to 40M shares. (03:00)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.Show links:Biggest stock movers today: WestRock, BlackBerry, C3.ai and moreApple slips as China reportedly orders government agencies to stop using iPhonesU.S. Senate confirms Lisa Cook for full 14-year term as Federal Reserve GovernorSAP will acquire LeanIX, an architecture management softwareWestRock in talks to merge with Smurfit Kappa - WSJ

Oil jumps to 10-month high as Saudi Arabia, Russia prolong cuts in output. (00:31) Enbridge's (ENB) falls on deal to buy 3 utilities from Dominion (D) for $14B. (01:30) Kroger (KR), Albertsons (ACI) in talks to sell grocery stores to C&S Wholesalers - report. (02:03)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.Show links:Biggest stock movers today: Enbridge, AeroVironment and moreAbbott acquires Bigfoot Biomedical, furthers growth of personalized solutions for diabeticsFTC expected to file antitrust lawsuit against Amazon later this month - reportHealthcare services provider Syra downsizes proposed IPO to $6MZoom CEO says FTC should look into Teams bundling in US

AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley. (00:33) Thoma Bravo in advanced talks to purchase NextGen Healthcare (NXGN)- report. (01:44) Nestle-partnered (NSRGY) weight loss capsule succeeds in pivotal trial. (02:15)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.Show links:IPO Roundup: Arm Holdings, Prospect Energy Holdings and moreLooking to stay in NYC for a visit? Good luck using AirbnbTrip.com Q2 topline shows a 180% jumpTesla's China-made EV sales surge in August

A rise in the unemployment rate with participation rising points to a looser labor market. (0:15) Stocks set to gain for the week after a down August where oil was a rare winner. (1:27)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesWalgreens Boots CEO Rosalind Brewer resignsLi Auto deliveries rose 663.8% Y/Y in AugustNIO delivers 19,329 vehicles in August

23andMe (ME) rises on FDA clearance to report more genetic variants. (00:26) UPS offers some pilots an early retirement package. (01:12) Bernstein says reclassifying cannabis as Schedule III not preferred outcome. (01:47)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.Show links:Fresh stimulus from China to bolster crisis-hit property sectorAditxt stock drops 48% on $10M private placementLi Auto sales rose 663.8% Y/Y in AugustFord Motor offers UAW workers a 15% combined wage raise

The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation gauge ticks up year-on-year. (1:46) U.S. expands AI chip shipment curbs. (4:14)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesCharts favor three heavily-shorted REITs - BTIGDiscounter pain: Dollar General peels off 14% after guidance cut; Dollar Tree and Five Below also fallPalantir dips after Morgan Stanley cuts rating

Salesforce (CRM) jumps as Q2 results top expectations, raises guidance. (00:31) CrowdStrike (CRWD) slips even as Q2 results surpass estimates, raises guidance. (01:28) Baidu (BIDU) among first companies to get China nod for AI models -report. (02:33)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.Show links:Biggest stock movers today: Salesforce, UBS, Okta and moreSam Bankman-Fried lawyers push for fraud trial delayToyota restarts Japan assembly lines after production system malfunctionTesla under DOJ investigation for building Musk a glass castleCannabis stocks rally amid reports DEA may reclassify drug as less risky

GDP and inflation are revised down, prompting more dovish bets. (0:15) ATM fees hit a new record. (3:05) Burger King’s Whopper will be on trial. (3:32)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesQuits rate, not openings, hints at a peak in the business cycleU.S. airlines are expected to see record traffic over Labor Day weekendTexas Instruments falls as Bernstein downgrades on revenue, margin concerns

Grayscale wins court ruling over SEC's denial of Bitcoin ETF; Coinbase (COIN) jumps. (00:28) Hurricane Idalia may lift construction stocks in shorter term: Citibank. (01:58) Planet Fitness (PLNT) expands pricing pilot to more states. (03:06)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.Show links:Biggest stock movers today: Ambarella, HPQ, Box and moreJOLTS shows megacaps are still mega-dependent on the FedVinFast Auto plunges on market cap reality checkAmazon's CEO: Come back to the office or elseCatalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

EV maker NIO feels the pinch of lower prices on margins. (0:15) Job openings drop to lowest level in more than 2 years. (1;28) The first 10 Medicare Part D drugs chosen for price negotiations. (3:36)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesNIO in charts: Q2 deliveries disappoint amid shift in market preference to Sedans from SUVsJefferies picks a baker's dozen of top small and midcap stocksAT&T, Verizon get rating upgrades at CitiBest Buy gains after posting better-than-feared Q2 earnings report

American Airlines (AAL) is hit with the largest fine ever for breaking tarmac delay rules. (00:27) Toyota (TM) halts production at all factories in Japan. (01:17) Amazon (AMZN) hikes free shipping minimum to $35 to match Walmart's (WMT) requirement. (02:36)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.Show links:Biggest stock movers today: Jackson Financial, UP Fintech and moreMeta, Google, others said to meet with Sen. Schumer on AI next monthSummer of strikes: Why is labor rising across the U.S.?3M board approves $6B settlement for combat earplugsCatalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

Property developer China Evergrande loses 80% of its value as it resumes trading. (0:15) Under Armour (UAA) gets a vote of confidence. (2:05) Danaher to pay $5.7B for UK’s Abcam. (2:56)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesHedge and mutual funds rotate from tech; see the stocks they love and shunKimco to acquire RPT REalty in $2B all-stock dealMongoDB rises as Citi expects 'more impressive' results than competition

XPeng (XPEV) enters a strategic partnership with DiDi Global (DIDIY) that includes buying its smart car arm. (00:30) 3M (MMM) agrees to pay more than $5.5B in settlement over military earplugs - report. (01:29) Jabil (JBL) to sell China manufacturing business in $2.2B deal. (02:26)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.Show links:Biggest stock movers today: XPeng, VinFast and moreRaimondo in China to discuss U.S.-Sino bilateral relationshipDatabricks in discussions to raise funds at $43B valuation - reportWall Street lists potential targets for Medicare drug price negotiationsCatalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs report

Catalyst watch for the week of August 27. Seeking Alpha Senior Executive Editor Kim Khan on the core PCE price index and the August jobs report. (00:22) Julie gives a brief earnings preview of CrowdStrike (CRWD) and Salesforce (CRM). (03:05) Kim also shares insight behind the euphoria fading following Nvidia’s (NVDA) second-quarter results and guidance. (04:32)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.Show links:Catalyst Watch: Spotlight on Lululemon, drug pricing and the August jobs reportFederal Reserve is prepared to hike rates more if needed: Powell at Jackson HoleNvidia: Quick Takes On Monstrous Q2 2024 Earnings BeatCrowdStrike checks 'solid,' Q2 results may show seasonality: BarclaysSalesforce checks show 'stable to improving' demand, Wells Fargo says

Jay Powell plays it safe, leading to large swings in stocks. (0:15) Investors ramp up bets against Disney as it hits 9-year low. (2:21) The S&P is flashing a correction signal not seen since the early 2003s. (3:51)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesSix countries invited to join BRICS, including Saudi ArabiaNetflix rises as Loop Capital upgrades on valuation, improving fundamentalsMeta launches AI model for coding

New Maui County lawsuit alleges Hawaiian Electric's (HE) negligence caused wildfire. (00:34) DoJ sues SpaceX (SPACE) for hiring discrimination against asylum seekers, refugees. (01:49) Ukrainian pilots to start F-16 (LMT) training in U.S. soon. (03:00)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.Show links:Biggest stock movers today: Hawaiian Electric, Affirm Holdings and moreAgape ATP upsizes proposed offering to $7m, seeks Nasdaq uplistingToronto-Dominion Bank under DOJ probe related to anti-money laundering practicesiRobot sets Oct. 12 for new holder vote on revised deal with Amazon

Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from overnight Nvidia enthusiasm. (1:37) Wells Fargo like the look of ‘uber caps.’ (4:55)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesInitial jobless claims fall for second week in a rowRocket Lab rallies after 40th Electron mission includes reusing an engineSnowflake pops as Q2 results show consumption 'stabilizing,' some 'green shoots'

Nvidia (NVDA) soars as Q2 earnings, guidance smash estimates; unveils $25B buyback. (00:27) Jerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield comments. (01:41) Boeing (BA) sees new production issue on 737 MAX - report. (02:53)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.Show links:Biggest stock movers today: NVIDIA, Splunk, Groupon and moreLVMH, Ferrari, Ralph Lauren, Mercedes-Benz are listed in the new Luxury ETF: LUXXSpaceX reportedly working with Cloudflare to boost StarlinkCVS Health launches biosimilars business, with Humira rival as first product

Goldman Sachs putting pressure on workers not in the office 5 days a week. (0:15) Foot Locker (FL) plunges after suspending its dividend. (2:08) Morgan Stanley highlights AI trends to watch. (3:39)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesFive metrics for AI trendspottingPeloton falls 30% on a lowered forecast as turnaround proves to be elusiveMortgage applications fall by ~4%, reportedly to lowest level in 28 years

Deep FTC probe of Qualcomm (QCOM) auto-chip deal reportedly on deck for Wednesday. (00:32) VinFast (VFS) has the 3rd highest auto market cap - SA analysts say Sell while Wall Street is quiet. (01:35) Goldman Sachs (GS) said to urge staff to work from office five days a week. (03:09)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.Show links:Biggest stock movers today: AMC Entertainment, Manchester United, VinFast Auto and moreRetail's true crime story: Top execs say rise in theft is cutting into earningsManchester United jumps on report sale may be announced next monthU.S. lifts restrictions on 27 Chinese companies ahead of Commerce Secretary tripCatalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-rising bond yields. (3:11) Dick’s Sporting Goods (DKS) spooks the sector with guidance cut. (4:52)Episode transcripts seekingalpha.com/wsbSign 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.Show NotesNvidia Is Poised For Another Earnings BlowoutNvidia Q2: Party May Be OverMedtronic raises guidance as Q1 results exceed forecastsJPMorgan continues to ring the alarm of sticky inflation

Arm (SFTBY) files IPO, set to trade on Nasdaq. (00:26) Tingo (TIO) postpones Q2 results yet again after Hindenburg short report, stock -27% after hours. (01:26) S&P downgrades 5 regional banks amid higher for longer rates, asset quality risks. (02:13)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Fabrinet and Tingo GroupZoom Video returns to revenue growth in FQ2, stock rises more than 4% after hoursLos Angeles-area refineries come through hurricane mostly OK - ReutersFDA approves Pfizer's RSV vaccine as maternal immunization for babiesCatalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up again as its earnings approach and the 10-year yields hits a 52-week high. (1:26) See what J.P. Morgan’s AI sentiment model says. (4:06)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesJ.P. Morgan AI model shows sentiment sour on Fed and taxes, fading on buybacksMedical Properties Trust slashes dividend to strengthen balance sheetPalo Alto Networks pops as Wedbush calls Friday night call 'water under the bridge'European natural gas prices jump as Australia LNG workers poised to strike

Marsh & McLennan (MMC) reaches $450M deal for Australia's Honan Insurance. (00:32) Bill Ackman, Boaz Weinstein reportedly make rival $12/share offer for Sculptor Capital (SCU). (00:59) Shipping wars: Amazon (AMZN) restarts service that competes with FedEx (FDX) and UPS. (2:02) Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Palo Alto Networks and Napco Security TechnologiesJerome Powell at Jackson Hole: Expect push-back on rate cuts, bond yield commentsChina cuts one-year loan prime rate to record low of 3.45%DuPont near deal to sell resins unit for $1.8B - reportCatalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jitters

Steven Cress, head of Quantitative Strategy at Seeking Alpha, joins Kim Khan to discuss the current stock market landscape and how it’s shifted from the 1st half surge (0:25). Market rotation and more breadth - are we in a stock picking environment? Quant Ratings' top picks for H2 2023 (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven CressTop 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For H2 20232 Stock Buys That Leverage ChatGPT And Generative AIQuant Investing: How To Beat The Market With Math

Catalyst watch for the week of August 20. Seeking Alpha Managing News Editor Kim Khan on the significance of r-star and what investors can expect from the Jackson Hole Economic Symposium. (00:22) Julie gives a brief earnings preview of Nvidia (NVDA). (04:28) Kim also shares insight behind 13F filings from Warren Buffett’s Berkshire Hathaway (BRK.B) and Michael Burry. (05:48)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Catalyst watch: Nvidia earnings, Twilio event, AMC drama and Jackson Hole jittersLowe's: A Stable Player With A Lot Of Margin For ImprovementTracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2023 UpdateNvidia: Don't Be The Greatest FoolJackson Hole 2023 Preview: Expect High Rates For Longer

U.S. home sales see first monthly slump since April while long-term mortgages exceed 7%. (00:34) China Evergrande (EGRNF) files for Chapter 15 bankruptcy in New York. (01:58) CVS Health (CVS) says no near-term impact from PBM contract loss. (02:24)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Farfetch, Ross Stores and moreInstacart plans for IPO as soon as next month - reportFord, South Korean firms to build $886M EV battery materials plant in QuebecU.S. to impose tariffs on tin-plated steel imports from China, Germany, Canada

Some Fed officials favored maintaining rates in July; most open to hikes ahead: FOMC minutes. (00:27) BAE to buy Ball Aerospace (BALL) for $5.55B to boost space, defense capabilities. (01:31) Johnson & Johnson (JNJ) finalizes an exchange ratio in Kenvue (KVUE) split-off. (02:28)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Avnet, Wolfspeed and moreHawaiian Electric in talks with financial restructuring professionals - WSJTesla gets big Texas win with charging mandateTyson Foods eyes sale of China poultry business - report

Intel (INTC) axes Tower Semiconductor (TSEM) acquisition after not getting China nod. (00:22) Electric vehicle maker Vinfast (VFS) skyrockets in Nasdaq debut. (01:08) First Solar (FSLR) slides after audit finds forced labor in Malaysian factory. (02:03)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Biggest stock movers today: Tower Semiconductor, DLocal Limited and morePhillips 66 to lay off 275 office workers in latest cost-cutting moveSilvergate Capital CEO to depart in next phase of crypto bank's wind-downEsmark CEO says he has cash for U.S. Steel deal

Consumer spending confounds expectations in July, with an Amazon (AMZN) assist. (0:15) Sea Limited (SE) tumbles after earnings. (2:40) More than 70 banks could face credit downgrades. (3:25)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesMoney managers boost risk, dump REITs to Lehman levelsElectric vehicle sticker shock: Tesla introduces cheaper versions of the Model S and Model XMichael Burry's Scion shorts stock market in Q2, exits bank stocksHome Depot sees comparable sales fall 2% as big-ticket demand lags

Warren Buffett's Berkshire (BRK.B) builds stakes in homebuilders DHI, NVR, Lennar (LEN.B). (00:28) Saudi Arabia, UAE said to buy 'thousands' of Nvidia (NVDA) GPUs for AI. (02:17) Catalent (CTLT) accused of misleading investors in shareholder suit. (02:48)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:'Barbie' rolls on, entering all-time top 20 U.S. movie grossesTesla launches cheaper Model S and X standard range versionsRon DeSantis calls on Bob Iger to drop Disney lawsuitUBS to pay $1.44B to settle financial crisis-era mortgage bond caseCatalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia (NVDA) stock price looks attractive to Morgan Stanley. (2:05) PayPal (PYPL) confirms new CEO. (3:05)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesUber Crowded, Battleground and Sweet 16 stock portfolios from JefferiesHawaiian Electric facing scrutiny for not cutting power before Maui wildfiresNikola falls sharply after recalling Class Tre battery-electric vehiclesTMC surges after pricing $27M offering of shares, warrants

U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23) Tesla (TSLA) trims prices of some Model Y versions in China. (01:33) Maui wildfires impact Hawaiian Holdings (HA), Host Hotels & Resorts (HST), and Hawaiian Electric (HE). (02:33)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Starboard Value boosts stakes in Wix.com, Humana, trims SalesforceStudent loan repayments to start up in October - Will it spark a recession?Pharma under threat from bill to expand drug price negotiationsCatalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Transcripts on Seeking Alpha

Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when retail sales and housing starts and permits numbers are released. (00:26) Julie gives a brief earnings preview of Walmart (WMT), Target (TGT), and Applied Materials (AMAT). (01:43) Kim shares insight on what investors may not have expected from Disney, the rationale behind the Disney+ price increases and the rumor that is not going away? (02:24)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filingsFood prices outpace overall inflation again - will these stocks benefit?Target is downgraded at Raymond James ahead of earningsApplied Materials: Still Firing On All CylindersWalmart: The Bottom Could Fall Out If Inflation Levels Continue To FallThe Walt Disney Company (DIS) Q3 2023 Earnings Call TranscriptWalt Disney rises as Wall Street sees Q3 results, guidance as 'turning pointDisney's quarterly revenues, streaming subscribers fall short of forecasts (updated)Disney earnings call: More streaming price hikes amid pivot toward profitsDisney in charts: Key subscriber metrics stagnateESPN moves into sports betting, teaming with PENN on ESPN BetDisney Delivered Where It Mattered Most

Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Biden calls China a ‘ticking time bomb.’ (2:43) Treasury bonds are on pace for record inflows of cash. (4:29)Seeking Alpha transcripts.Show NotesDividend Roundup: Microsoft, Exxon Mobil, Kohl’s, FOX, and moreJPMorgan flags 4300 and 4200 as key technical levels for the S&P 500Treasuries on pace or record year of demand, cash already thereBiden calls China a 'ticking time bomb' amid deflationary spiral, economic woesProducer prices rise slightly more than expected in JulyTech can still outperform the S&P; BMO screens for good betsMicrosoft's role in data breach to be part of US cyber probe - reportMedical Properties Trust slashed to Underperform at Raymond JamesArcher Aviation soars after landing new investment, working out collaboration deal with BoeingTaiwan Semiconductor's July net revenue jumps ~13% over June but falls short Y/Y

GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26) Supreme Court to hear arguments on Purdue Pharma $6B bankruptcy settlement. (2:04) Hawaiian Electric (HE) falls 12% in two days after deadliest U.S. wildfire in five years. (03:19)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Archer Aviation, Maxeon Solar Technologies and moreMeta said to build only roughly 1,000 units of new AR glassesDOJ requests more info on Amedisys, UnitedHealth mergerAluminum prices seen rebounding with low global inventories, Century CEO saysCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20).Transcripts on Seeking AlphaShow NotesInflation rises slightly less than expected Y/Y in July, but shelter prices stay strongFinally, Disney Is Dirt CheapWhy The Correction Could Get Worse

July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) quarterly revenues, streaming subscribers fall short of forecasts. (01:45) Alibaba (BABA) revenue expected to grow nearly 2% in Q1. (03:13)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Plug Power, AppLovin and moreKenvue set to join S&P 500Coach owner Tapestry in talks to buy Capri Holdings - WSJAmyris files for Chapter 11 bankruptcyDisney earnings call: More streaming price hikes amid pivot toward profitsCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Universal Music and Google in talks for artists to get paid for AI deepfakes. (0:15) WeWork could run out of cash by early 2024. (3:16) Is the stock market just delaying a recession? (4:21)Read a transcript of this episode on Seeking Alpha.Show NotesGoogle, Universal Music working on licensing deal for AI deepfake songsA 'Going Concern' Filing For WeWorkRoblox dives 19% as engagement, user growth disappointsWhite House plans to restrict some U.S. investments in ChinaWendy's slips after U.S. comparable sales in Q2 trail estimatesCanaccord Genuity says a recession is inevitable, it just may be further out'Pure defensive' may be the stock trade of the rest of '23 - J.P. Morgan's KolanovicWall Street Breakfast on Twitter

Sports betting shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanDuel's dominance. (00:28) Amazon (AMZN) is latest heavyweight in talks to anchor Arm IPO - report. (01:49) China's CPI falls for first time in over two years; PPI drops more than expected. (02:40) Transcripts available on Seeking AlphaShow links:Biggest stock movers today: PENN Entertainment, WeWork and moreRivian Automotive boosts full-year deliveries guidanceHoliday sales grab: Amazon plans to hold a major shopping event in OctoberPlug Power Q2 earnings on deck, what to expectESPN moves into sports betting, teaming with PENN on ESPN BetCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Moody’s cuts ratings on small- and midsize banks and puts six big lenders on watch. (0:15) Weight loss pill cuts heart disease risk by 20%. (3:28) Which stocks are loved by hedge funds and which are shunned? (4:14) Read a transcript of this episode at Seeking Alpha.Show NotesStocks most loved and shunned by hedge fundsThree stocks make the cut for Credit Suisse's 'Top of the Crop' listMoody's downgrades U.S. banks on funding risk, office exposure; 6 big lenders on watchNovo Nordisk weight loss drug cuts heart disease risk by 20%UPS in charts: Revenue slips in all three segmentsUPS tumbles after guidance is cut with a new Teamsters contract in the mixBeyond Meat disappoints saying it will miss cash flow targets; shares fallAMC Entertainment rallies after Q2 earnings shine, guiding for record revenue tally in JulyDatadog tumbles ~20% after slashing FY23 revenue outlookWall Street Breakfast on Twitter

U.S. shelter inflation, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Dish Network (DISH), EchoStar (SATS) nearing deal to merge - report. (01:25) Tilray (TLRY) to buy eight beer brands from Anheuser-Busch (BUD) in bid to boost beverage portfolio. (02:04)Transcripts available on Seeking AlphaShow links:Three stocks make the cut for Credit Suisse's 'Top of the Crop' listPalantir rises as Q2 results meet estimates, raises full-year sales forecastLucid Group rises; on track to produce more than 10,000 vehicles this yearElectric bus maker Proterra tanks on bankruptcy filing, cancels earnings callAmazon said poised to meet with FTC next weekBeyond Meat beyond disappoints saying it will miss cash flow targets; shares fallBiggest stock movers today: Tilray Brands, Beyond Meat and moreCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:15) Nearly half of Americans would try weight loss pills. (2:52) Morgan Stanley shakes up its dividend stock poftfolio. (4:20)Read a transcript of this episode at Seeking Alpha.Show NotesSee the full Morgan Stanley Dividend Equity PortfolioJefferies: ‘We think that a recession is almost inevitable’Tyson Foods misses estimates, forecasts weak margins for beef, chickenSage plummets 46% after FDA declines zuranolone in major depressionCampbell Soup to buy Sovos Brands in $2.7B all-cash dealPratt & Whitney engine recall said to affect airline schedules: WSJWall Street Breakfast on Twitter

Berkshire Hathaway (BRK.A) Q2 operating earnings drive up on strong insurance results. (00:27) Debt-laden Yellow Corp (YELL) files for bankruptcy after prolonged labor row. (01:41) Pollo Tropical (FRGI) restaurant chain to be sold in $225M deal - WSJ. (02:58)Transcripts available on Seeking AlphaShow links:Pfizer alerts hospitals to drug shortages caused by damage to NC plantIcahn Enterprises drops in after hours amid disclosure of SEC inquiryEarnings week ahead: Disney, Palantir, Plug Power, Roblox, Rivian and moreStocks most loved and shunned by hedge fundsBiggest stock movers today: Nikola and Yellow CorporationBerkshire Hathaway Stock: Q2 Earnings Results Blew Away The BearsCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael Gayed's The Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:QQQX: Time To Rotate If Bullish TechGHY: Global, But Wait For ItSDIV: Only If International OutperformsQQQ: It's Time For The Nasdaq To Punish Recency BiasUSA: Value Tilt Could Cause OutperformanceUnpopular Opinion: The Bear Market Is Not OverDGRO: A Great Fund, But Won't Be Spared In A Credit Event

Catalyst watch for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when CPI and PPI are released. (00:25) Julie gives a brief earnings preview of Alibaba (BABA), Disney (DIS), Palantir (PLTR) and UPS. (02:26) What do the experts say about how investors should view the Fitch U.S. ratings downgrade? (03:56)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def ConPalantir: Time For A Breakout Q2Palantir: Be Fearful When Others Are Greedy (Rating Downgrade)Disney: Arrival Of Mayer And Staggs Shouldn't Be OverplayedWalt Disney: A Little Magic Heading Our WayUPS' labor deal with the Teamsters goes to a vote with rank-and-file employeesUPS: Still Not Appealing EnoughAlibaba: Easier Comps Can Deliver Earnings SurpriseTime To Build A Position In Alibaba (Technical Analysis)JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'Investors question timing on Fitch downgrade, see U.S. keeping 'safe haven' statusUnited States loses top rating at Fitch; long-term IDR cut to AA+ (updated)

Nonfarm payrolls come in light with down revisions but the jobless rate falls to 3.5%. (0:12) Fortinet (FTNT) stock hammered. (3:03) Why it may be too soon to throw in the recession towel. (4:00)Read a transcxript of this esisode at Seeking Alpha.Show Notes:U.S. jobs growth in July comes in lower than expected, unemployment falls furtherAs we watch payrolls, is the Fed watching hours worked?Dividend Roundup: IBM, Walmart, BP, Kimberly-Clark, and moreRoth MKM still sees recession as likely -- maybe before the end of 2023Fortinet plummets as analysts express concerns after full-year guidance cutTupperware stock surges 51% before the bell on debt restructuring dealWall Street Breakfast on Twitter

Labor market strength seen persisting in July with some signs of weakness (0:20), Apple slips and Amazon jumps after earnings (4:00) utilities tumble while natural gas rises (8:00).Transcripts on Seeking AlphaShow Notes:Labor market strength seen persisting in July with some signs of weaknessApple slips even as Q3 results top estimates, aided by Services strengthApple Inc. (AAPL) Q3 2023 Earnings Call TranscriptAmazon jumps after the close as revenue, operating income beatAmazon.com, Inc. (AMZN) Q2 2023 Earnings Call TranscriptApple, Samsung pause laptop imports in India after sudden restrictions - reportUtilities tumble as 10-year yield hits another nine-month highNasdaq, S&P, Dow futures rebound ahead of July jobs reportNatural gas jumps as small storage injection trims inventory surplusWall Street Breakfast on Twitter

Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries drop to 2023 low. New names in the BofA Alpha Surprise Portfolio.Read a transcript of this episode at Seeking Alpha.Show LinksLabor productivity turns in strong gain in Q2, labor costs rise less than expectedDXC Technology slumps 25% after Q1 results bring rating cuts at Wall StreetConocoPhillips slips after Q2 miss, raises full-year production guidanceQualcomm stumbles as analysts question guidance, 'structural uncertainties'Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2

Apple (AAPL) Q3 preview: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on upcoming results: Earnings preview. (01:28) JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'. (02:25)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Upwork, PayPal, Qualcomm and moreAmerican Well down 6% on earnings, 2023 revenue outlook cutPayPal stock slides after in-line Q2 earnings, active accounts number slipsShopify's sales beat; shares fluctuate postmarketAirbnb earnings preview: Reporting amid a busy season, and after a tough warningCostco July net sales jump nearly 5%, comparable sales rise 2.5%Salesforce said to lay off more employees after January's purgeCatalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

U.S. scraps offer to buy 6 million barrels of crude for the SPR (0:15). ADP jobs report exceeds expectations in July. (1:57) Arm eyes $60 billion IPO next month. (3:52)Read a transcript of this episode at Seeking Alpha.Show LinksMorgan Stanley bear Wilson sees a 2019-like rally this yearU.S. Treasury boosts quarterly refunding sales for first time in over two yearsJPMorgan sees no soft landing as equity multiples are too highBofA revises its U.S. outlook to favor a soft landingYum Brands gains after KFC does the heavy lifting in Q2Pinterest slips even as Rosenblatt upgrades after strong Q2 resultsKraft Heinz sees consumers push back on pricing in Q2CVS Health in restructuring mode amid hit to Q2 bottom-line

United States loses top rating at Fitch; long-term IDR cut to AA+. (00:25) Why did Teladoc (TDOC) stock fall today? Amazon Clinic (AMZN) goes nationwide. (01:21) Manchester United (MANU) falls on report takeover process is paused. (02:06)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: XPeng, Match Group and moreStarbucks talks China upside and customization trends on earnings callPinterest beats expectations for revenues, user growth in Q2Caesars Entertainment slides post-market after reporting Q2 resultsPaycom stock slips after Q2 earnings beat, but Q3 guidance disappointsAMD earnings call: Execution on track, AI engagements surgingPayPal to report Q2 earningsCatalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

BP misses Q2 top and bottom line estimates; initiates Q3 outlook. (00:25) Federal judge said to reject Ripple (XRP-USD) ruling on cryptocurrency. (01:34) CVS Health (CVS) to shed 5,000 jobs in cost-cutting effort - report. (02:24)Transcripts available on Seeking AlphaShow links:Dell boosts generative AI offerings, expands Nvidia partnershipJ&J falls after bankruptcy plan rejected for second timeMeta plans launch of AI bots with different personas in attempt to retain users - reportU.K. regulator seeks public input on Microsoft-Activision deal after new argumentsPinterest earnings look-ahead: Watching ad spendingUber Technologies earnings preview: Mobility tailwinds are expected to boost growth metricsCatalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

Societe Generale says margins are where surprises are this earnings season. Ford (F) recalls over 870,000 new F-150 pickup trucks. BMO suggests "barbell strategy" for investors.Read a transcript of this episode at Seeking Alpha.Show LinksPlay offense and defense with these barbell stock strategies - BMOSEC asked Coinbase to delist all cryptos except bitcoin before lawsuit - reportSoFi Q2 revenue beats consensus as loan originations climb; boosts guidancePegasystems added to Wedbush's Best Ideas list after reporting Q2 resultsNew Relic jumps after agreeing to be sold to Francisco Partners, TPG for $6.5BArbor Realty gets double-downgrade at Piper to Underweight

Walmart (WMT) pays $1.4B to increase its stake in India's Flipkart - report. (00:26) Yellow Corp. (YELL) reportedly shuts down operations. (01:15) U.S. proposes to boost fuel economy standards for new vehicles to 58 mpg by 2032. (01:44)Transcripts available on Seeking AlphaShow links:Disaster-prone areas are becoming a haven for those seeking cheaper homes - RedfinCredit card delinquencies tick up, net charge-offs fall in JuneRSV treatment market to surge past $9B by 2029Biggest stock movers today: SoFi Technologies and Apellis PharmaceuticalsCatalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

Matthew Tuttle and Rob Isbitts discuss the SPY rally and DIA vs QQQ (1:00), why investors should trade based on what they see, not what they think (3:30) and why tech giants' earnings are important to watch (12:15). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Transcripts on Seeking AlphaShow Notes:S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEWall Street Breakfast Catalyst Watch: Jobs Report, AAPL, MRK, SBUX PreviewWall Street Breakfast Twitter

Catalyst watch for the week of July 30. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the nonfarm payroll report is released. (00:31) Julie gives a brief earnings preview of Apple (AAPL), Merck (MRK), and Starbucks (SBUX). (02:27) What impact does a labor strike have on the economy and how did Jerome Powell address this in his press conference? (04:13)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?Earnings week ahead: Amazon, Apple, Pfizer, Starbucks, Uber and moreStarbucks: Why I Think The CEO May Be A Bigger Deal Than You ThinkUPS signs tentative five-year deal with Teamsters to avoid a costly strikeNew iPhone 15 likely to have wide camera 48MP sensor, top analyst saysApple continues to gain ground in Chinese smartphone marketApple: Playing Catch UpMerck succeeds in Phase 3 trial for Keytruda in cervical cancerYellow Corp may file for bankruptcy this week as customers cut and run - reportU.S. Q2 GDP surges past consensus, helped by business spending

The Fed’s favorite inflation gauge adds to the cooling inflation evidence (0:15). Biogen (BIIB) buys a rare disease drugmaker (3:25). It has never been cheaper to hedge against S&P losses (4:55).Read a transcript of this episode at Seeking Alpha.Show LinksEmployment cost index eases slightly more than expected in Q2Dividend Roundup: Wells Fargo, Visa, IBM, Hasbro, and moreExxon slips after Q2 miss; results helped by higher Permian, Guyana productionPalantir Technologies rises as Wedbush says it's on 'golden track to success'Meta said to plan features to boost retention at Threads as more than half users quitProcter & Gamble gains after organic sales, margins shine in FQ4Chevron confirms Q2 results, expects annual production at low end of guidance

Intel (INTC) surges as Q2 results show PC rebound underway, strong guidance. (00:27) U.S. crude oil (CL1:COM) benchmark closes above $80 for the first time since April. (01:41) First Solar (FSLR) to invest $1.1B in new U.S. factory; posts strong Q2 earnings beat. (02:33)Transcripts available on Seeking AlphaShow links:3D Systems targets Aug. 4 for completion of talks with Stratasys; calls offer 'best and final'TC Energy to split in two with spinoff of liquids pipeline businessT-Mobile dips after revenue miss, but a beat-and-raise on customer growthDigital Realty, TPG form joint venture for three Virginia data centersOatly crumbles after earnings miss, disappointing guidanceFord rallies after hiking guidance, setting lofty EV targetsCatalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Strong Q2 GDP further undermines the recession narrative. Everybody wants to go on a cruise. Which quant strategies have been the big winners so far?Read a transcript of this episode at Seeking Alpha.Show LinksQuant stock screens: BofA ranks its best and worst so farComcast pops as Q2 earnings powered by Mario, Peacock amid broadband weaknessMcDonald's shows off global firepower by topping comparable sales estimates in all regionsShell's Q2 earnings slashed by more than half but launches $3B buybackBlackRock spotlights healthcare as an opportunity with recession talks in the airDurable goods orders rise more than expected in June

Justice Dept., EPA reportedly investigate telecom companies over lead cables. (00:30) Meta earnings call: Reels ramps toward $10B/year, Threads models 'lean' success. (01:32) Yellow Corp (YELL) may file for bankruptcy this week as customers cut and run - report. (03:19)Transcripts available on Seeking AlphaShow links:3M’s ‘forever chemicals’ settlement faces objections from 19 statesTesla is being investigated by California on autopilot safety issuesWeight loss drugs excluded from WHO’s 'essential' medicines listAWS reportedly has 'thousands' of customers trying out new AI serviceCatalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Seeking Alpha analysts look down the road for the Fed and markets. Amazon could face breakup FTC suit by next week. The case for not running with the bulls.Read a transcript of this episode at Seeking Alpha.Show LinksBulls Are Partying Like It's 1999: Powell Tightens The NooseThe Fed May Not Be One And Done, But Has Even More Hikes To ComeThe Fed Should Continue Hiking Past 6%AT&T rises as cash flow, Q2 profits exceed expectationsCoca-Cola rallies after smashing organic revenue expectations, hiking guidanceBoeing’s stock rises as plane maker reports narrower lossThermo Fisher cites macro concerns after Q2 miss

One more Federal Reserve rate hike expected but hawks, doves differ on what's next. (00:33) PacWest (PACW) to merge with Banc of California (BANC) in all-stock deal. (01:18) UPS signs tentative five-year deal with Teamsters to avoid a costly strike. (02:29)Transcripts available on Seeking AlphaShow links:Alphabet earnings call: Full speed on AI, with refocused teamsMicrosoft slips even as Q4 results surpass estimatesStellantis reports 1H results; reaffirms FY23 guidanceMeta Earnings look-ahead: Ad business and AI to be the catalyst for the quarterSnap slides amid glum third-quarter forecastDish Network jumps, reportedly will sell Boost mobile service on AmazonCatalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Is there an AI bubble building in stocks or a cash generating machine? Verizon (VZ) maintains full-year forecast. Amazon (AMZN) and iRobot (IRBT) adjust terms of big merger.Read a full transcript at Seeking Alpha.Show LinksLook at free cash flow when evaluating AI companies - CitiDisney falls as Atlantic Equities downgrades on TV, Disney+ worriesConsumer confidence climbs in July to highest level in two yearsMeta ticks higher after New Street Research upgrades on AI effortsRTX declines after disclosing Pratt & Whitney engine defect3M reports Q2 loss with ‘forever chemicals’ settlementGeneral Motors gains after boosting guidance, hitting EV targetGeneral Electric rises after Q2 revenue, earnings beat estimates

Disinflation could become a headwind - Morgan Stanley. (00:30) Adobe (ADBE) reportedly won't offer remedies to address EU concerns over Figma deal. (01:26) Kellogg (K) files SEC statement for splitting up as Kellanova and WK Kellogg Co. (02:28)Transcripts available on Seeking AlphaShow links:Biden administration proposes new rules for residential water heatersGasoline futures hit highest since October after Exxon refinery outageAlphabet Q2 earnings look-ahead: All eyes on new AI developmentApollo Global plans to make equity investment in PetSmartWest Virginia AG files brief asking Supreme Court to OK Mountain Valley PipelineCatalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Vietnamese EV maker VinFast is ready to begin North Carolina plant. J&J launches Kenvue exchange offer. Are stock valuations justified amid rising rates?Read a transcript of this episode at Seeking Alpha.Show LinksStock valuations are justified, even in the face of rising rates - GoldmanTesla slips after UBS downshifts to a Neutral rating on the EV stockMicrosoft to get 'golden 1-2 punch' from cloud, AI, Wedbush saysLabor strike wildcard hangs over airline, automobile and package delivery sectors

AMC doubles after hours, APEs slide as settlement is rejected. (00:28) 'Barbie' (WBD) and 'Oppenheimer' (CMCSA) give jolt to summer box office. (01:16) U.S. Senate OKs legislation banning Strategic Petroleum Reserve sales to China. (02:06) Transcripts available on Seeking AlphaShow links:GM, Ford revving up for solid results: Earnings previewRestaurant earnings are coming - watch these stocksSocial media monetization? Elon Musk rebrands Twitter to 'X'Biden administration moves to raise cost to drill on federal landsAMC doubles after hours, APEs slide as settlement is rejectedCatalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer

Victor Dergunov runs The Financial Prophet. (0:35) 25 basis point increase likely coming from Fed and already priced into the market(4:20) Cooling inflation and how macro picture is affecting earnings(11:00) Avoiding a textbook recession; looking for troubling signs(18:20) Favorite AI plays - the heavy liftersThis is an abridged conversation from Seeking Alpha's Investing Experts podcast.Transcripts on Seeking AlphaSubscribe to The Financial ProphetSeeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on Twitter

Catalyst watch for the week of July 23. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the Federal Open Market Committee meets. (00:21) Kim gives a brief earnings preview of Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META) and Alphabet (GOOG) (GOOGL). (01:23) Why did Netflix (NFLX) slip following its earnings report? (02:59)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and BarbenheimerEarnings week ahead: Microsoft, Google, Meta, Boeing, Coca-Cola and morePost Q2 2023 Earnings, Netflix Still Looks Terribly OvervaluedInside Netflix: New plans, new factors for subscriber growthRetail buzz: Amazon sets Prime Day sales recordsAmazon: AWS Is Rolling OverMicrosoft: Still The Cornerstone Of A Great PortfolioGoogle: This FAANG Laggard Has Q2 Surprise PotentialMeta Q2 2023 Earnings Preview: Will The Turnaround Continue?

Hackers already deep into AI as Big Tech pledges cooperation with DC. Stock bulls face trouble without a soft landing. What big names go ex-dividend next week?Read a full transcript of this episode at Seeking Alpha.Show LinksDividend Roundup: Bank of America, Ford, Pfizer, Kinder Morgan, and moreSLB slips after Q2 earnings top estimates but revenue missesSirius XM Holdings slumps as analysts downgrade after 'massive' runXPeng is on watch after JPMorgan warns shares will go in reverseFTC official withdraws internal suit over Microsoft, Activision merger

AI race in full swing as Google (GOOG) (GOOGL) goes into overdrive to power Gemini. (00:31) Trump SPAC Digital World (DWAC) jumps amid settlement with SEC. (01:57) Biden said to form team to avert future debt-limit standoffs. (03:02)Transcripts available on Seeking AlphaShow links:Codexis streamlining operations, reducing headcountSAP slumps after unveiling Q2 results, tweaking 2023 outlookTesla skids 10% after earnings disappoint; other EV stocks go in reverseSirius XM, heavily shorted, jumps 27% and triggers halts (updated)Wall Street Breakfast newsletterCatalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Stocks may only be slightly better than bonds over the next decade. Exxon (XOM) plans on building a huge lithium facility in Arkansas. Barclays sees Nvidia (NVDA) earning $20 per share or more.Read a full transcript of this episode at Seeking Alpha.Show LinksStocks set for 4% annual return over next decade, just edging bonds - BernsteinAMD added to Wolfe Alpha List as firm expects earnings to rebound 'sharply'Johnson & Johnson posts Q2 beat as Pharma, MedTech outperformAbbott Q2 results top consensus as base business offsets COVID impactBlackstone Q2 distributable earnings, beating consensus, fall as expenses riseUnited Airlines rises after upping its forecasts; Q2 earnings beat estimatesAmerican Airlines's record Q2 follows peers in strong quarterly reportsMicrosoft said to be hit with second antitrust complaint over TeamsInitial jobless claims drop againExisting home sales retreat more than expected in JunePhilly Fed manufacturing rises less then expected in July

Netflix (NFLX) earnings call: Paid sharing key to ramping revenues in 2023. (00:28) Tesla (TSLA) investors size up margin crunch, deliveries update, FSD licensing. (01:43) Catalent (CTLT) gains after report of activist Elliott taking stake. (02:59)Transcripts available on Seeking AlphaShow links:IBM rises as Q2 revenue misses estimates, reaffirms full-year guidanceUPS, Teamsters will return to negotiating table next week as threat of strike loomsKKR expects a mild recession in 2024American Airlines expected to follow peers with strong Q2 printTaiwan Semiconductor GAAP EPADR of $1.14 beats by $0.06, revenue of $15.68B beats by $300MNetflix dips as revenues miss, profits and subscribers beat forecastsCatalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Goldman Sachs misses on bottom line but stock damage limited. Hot weather could severely threaten corn supply. Retail investors are still much more bullish on stocks than pros.Get a fulll transcript of this episode at Seeking Alpha.Show LinksCharles Schwab CEO sees return of the bulls based on equity exposureAT&T pauses plan to remove lead cables from Lake Tahoe, eyes more testingCarvana pares huge gain after filing to sell 35M sharesHousing starts, permits slump more than expected in JuneMortgage applications increase slightly as inflation expected to cool, rates declineSalesforce rises as it unveils pricing for generative AI tools

Microsoft (MSFT) hits all-time high after unveiling pricing for AI tool, Copilot. (00:36) J&J (JNJ) ordered to pay $18.8M over baby powder cancer claim, jury rules. (01:53) Carvana (CVNA) drops after moving up earnings report to July 19. (02:57)Transcripts available on Seeking AlphaShow links:Gold settles at six-week high; Citigroup raises 2024 gold price forecastBloomingdales to Balmain bank on Barbie to bolster salesQualcomm, Meta announce deal to bring LLMs to phones, PCsU.S. home turnover rate in H1 falls to lowest in a decade, Redfin saysTesla earnings preview: EV sector buckles up for pricing, margin and new model developmentsCatalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

Ford (F) falls after slashing prices on electric F-150 to make them more affordable; GM also lower. (00:31) AT&T (T), Frontier (FYBR), Telephone and Data Systems (TDS) plunge as Citi cuts on lead worries. (01:40) Microsoft (MSFT), Activision (ATVI) reportedly planning later close to $69B deal. (02:39)Transcripts available on Seeking AlphaShow links:Novartis beats top and bottom line estimates; raises FY23 outlook and board endorses Sandoz spin-offLithium Americas gain as court denies appeal of Thacker Pass lithium mineChipmaker Wolfspeed says its supply chain is safe from China export controlsPetrobras sees steady spending in upcoming plan but dividend policy to be 'adjusted'BofA gives 10 stocks to watch during this earnings weekCatalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

UN to discuss AI risks in 1st formal meet on the new tech - report (00:22). Tesla (TSLA) enters the electric truck battle after first Cybertruck rolls off the production line (02:30). Intel (INTC), Qualcomm (QCOM) CEOs to meet with officials in Washington on China policy - report (01:25).Transcripts available on Seeking AlphaShow links:Salesforce is evolving. Goldman Sachs thinks there's more value yet to comeMicrosoft in pact to keep `Call of Duty' on Sony's PlayStationUnited Airlines, pilots agree on four-year deal with solid pay raisesIn digital media earnings look, it's Spotify over Netflix for KeyBancCatalyst Watch: Microsoft-Activision Blizzard drama, Splunk event and Nasdaq 100 rebalancing countdown

David Trainer on why, for the near-term, it's really all about liquidity (0:55) and why the Fed is hoping to walk the primrose path (4:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast. Transcripts available on Seeking AlphaShow links:Q2 2023 Earnings: Where Street Earnings Are Too High And Who Should Miss2Q23 Earnings: Where Street Estimates Are Too Low And Who Should Beat

Catalyst watch for the week of July 16. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the retail sales report is released. (00:24) Kim gives a brief earnings preview of IBM, Tesla (TSLA) and Netflix (NFLX). (01:33) Hot topic: Hollywood actors join writers on the picket lines (03:01). How should investors view major studios and streamers? (05:17)Transcripts available on Seeking AlphaShow links:Retail buzz: Amazon sets Prime Day sales recordsCore CPI cools more than expected in June, with smallest increase since August '21The June CPI Report Likely The Last Good News Of 2023 - Evidence Of 'Pain' EmergingTesla Q2 Earnings Preview: Margin Pain For Long-Term GainIs Tesla A Buy?Bob Iger to continue as Disney CEO until end of 2026Hollywood actors go on strike, setting up historic entertainment shutdownIBM: Still Looks Interesting Before EarningsNetflix Stock Is Expensive, But Worth The Investment

Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulus. Quant Ratings tells us which sectors look strongest into earnings.Get a fulll transcript of this episode at Seeking Alpha.Show LinksDividend Roundup: Procter & Gamble, MetLife, Caterpillar, CVS Health, and moreCiti sees '99B reasons to stay long' chip equipment stocks, new highs expectedAT&T slips as JP Morgan downgrades, citing worries over wireless, broadbandCitigroup Q2 earnings miss as market, investment banking revenue disappointAlcoa cut at J.P. Morgan on weaker aluminum fundamentalsWells Fargo Q2 earnings beat helped by strong net interest income

Bank Q2 earnings set to kick off with the bar set low as rates stay high. (00:25) Hollywood actors go on strike, setting up historic entertainment shutdown. (01:45) Judge denies FTC request to temporarily block Activision (ATVI) sale to Microsoft (MSFT). (03:04)Transcripts available on Seeking AlphaShow links:Ahead of bank earnings, these names have seen the highest 2023 returns so farWells Fargo Q2 2023 Earnings Preview: What To Watch ForJPMorgan Earnings Preview: The P/E Has Compressed As Earnings Power BuildsRoivant reportedly could sell colitis drug to Roche for over $7BWorkers building Taiwan Semi Arizona plant reportedly hit with pay cutU.S. federal budget deficit narrows less than expected in JuneMicrosoft, Activision consider sale of UK cloud-gaming rights - reportNikola soars 62% after disclosing hydrogen truck saleCatalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

OpenAI, the maker of the popular ChatGPT chatbot, is under investigation by the U.S. government over consumer protection risks. Wholesale inflation comes in lower than expected, helping stocks again. But hedge funds are turning away from Wall Street.Get a transcript of this episode at Seeking Alpha.Show Links:Airline stocks fly high after strong results from Delta Air LinesHollywood set for first double strike in 60 years as talks between actors, studios failInitial jobless claims unexpectedly fall in past week, continuing claims riseGold, silver rally to highest since mid-June after more tame U.S. inflation dataPepsiCo rallies after strong organic sales power double earnings beatPlug Power wins order for 'largest announced project' in Europe oil and gas

Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to suspend dividends for at least the next six months. (01:38) Elon Musk unveils xAI to 'understand reality' and 'true nature of universe.’ (02:21)Transcripts available on Seeking AlphaShow links:Bob Iger to continue as Disney CEO until end of 2026Sarcos to terminate 25% of its workforce, withdraws full-year revenue guidanceChips rise after Nvidia $50M AI investment, Broadcom deal approvalFTC appeals judge's OK for $69B Microsoft-Activision deal (updated)Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

The June CPI report has stocks rallying, yields falling and betting the Fed is one and done. Oil continues to make gains. But this chart is flashing a major sell signal.See a transcript of this show at Seeking Alpha.Show Links:This Morgan Stanley chart is flashing the biggest stock sell signal in recent memoryFood inflation is moderating - watch these stocksAirline fares fall 19% in June from a year agoActivision drops amid report that UK may need to do a new probe of Microsoft dealMicrosoft gets 'trophy moment' with Activision court win: WedbushZIM Integrated Shipping cuts full-year guidance, weighed by weak freight ratesDomino's Pizza soars after striking global delivery deal with Uber TechnologiesCathie Wood's ARK Innovation takes some profit on Coinbase stock surge

June consumer price index expected to show inflation cooling further — or will it? (00:29) EU expands probe into suicide risk linked to weight loss drugs. (02:08) FTC reportedly leaning toward quick appeal of Microsoft-Activision (MSFT) (ATVI) loss. (03:02)Transcripts available on Seeking AlphaShow links:Coty rises as Kim Kardashian said to want SKKN stake backDisney reportedly discussing strategic options for India businessShift to terminate 34% of workforce, end investment into dealer marketplace businessMatterport terminates 30% of workforce to accelerate path to profitabilityTaiwan Semi eyes 2024 construction of second Japanese chip plantTower Semiconductor gains amid report Intel CEO visiting ChinaCatalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

The Nasdaq 100 faces an extraordinary rebalancing for just the third time and Wells Fargo spies some near-term trades. BofA gets a hefty fine from the CFPB. Did SVB's collapse delay a recession?Read a transcript of the episode at Seeking Alpha.Show Links:Wells Fargo highlights Nasdaq 100 rebalance trade opportunitiesGoldman's top four themes for earnings season (yes, one is AI)Microsoft said to lay off sales, customer support staff as new fiscal year beginsToyota slides after report it will focus on hydrogen-powered vehicles in Europe, ChinaJPMorgan upgraded to Buy at Jefferies; Truist, Zions, Hancock Whitney cut to HoldWynn Resorts is tipped by JPMorgan for second-half rallyJetBlue falls after Evercore ISI downgrades due to risk a Spirit acquisition drags on results

Rite Aid (RAD) dips amid report it's considering bankruptcy to address opioid liabilities (00:28). Berkshire Hathaway (BRK.A) (BRK.B) to buy Dominion's (D) 50% stake in Cove Point LNG in $3.3B deal (01:54). Iovance Biotherapeutics (IOVA) dips on pricing $150M offering.(02:49)Transcripts available on Seeking AlphaShow links:Rite Aid May Be Forced Into Ch.11 Bankruptcy To Resolve Opioid LiabilitiesApple launches online store on Chinese social media platform WeChat - reportMeta's Threads may bring 5% revenue upside as it grows to Twitter size: EvercoreBP reaches $10.75M settlement in U.S. gas market manipulation casePayoneer Global plans to lay off 9% of headcountFortinet, Check Point, CrowdStrike have 'favorable setups' going into Q2: MSDraftKings jumps to new 52-week high with investors confident on the profitability timelineCatalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

Carl Icahn reportedly severs personal loans from Icahn Enterprises (IEP). SVB (SIVBQ) sues the FTC to recover $1.9 billion. Automakers, union heading for a tough battle.You can read a transcript of this episode at SeekingAlpha.Show Links:Top 11 technical picks for the second half of 2023Goldman Sachs sees rays of hope in underperforming health sectorNetflix rises as Morgan Stanley boosts estimates on higher expectationsCharles Schwab riased to Outperform at JMP as cash sorting headwinds abateHelen of Troy EPS of $1.94 beats by $0.26

Alibaba (BABA), Tencent (TCEHY) in focus as China unwinds tech crackdown (00:28). New M&A rules likely to delay deals by months, add significant costs (01:46). China's consumer inflation unexpectedly flat in June, producer prices fall further (03:19). Show links:Record-breaking U.S. oil production helps thwart Saudi efforts to drive up pricesGoldman Sachs sees rays of hope in underperforming health sectorGridBeyond buys Veritone's energy businessAcumen, BridgeBio, Arcus among BTIG's top healthcare picks for 2H 2023Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratings

Matthew Tuttle and Rob Isbitts dissect today's stock market and its problematic index construction (1:00), T-Bill rates and yield curve creep (8:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Show links:The Magnificent Seven Or The Mediocre Seven?SPY: Recent Gains Distract From Weakening Long-Term Price TrendS&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLGReplace Some SPY With SHY: 2-Year Treasuries Look Better Than The S&P 500Forward-Looking Due DiligenceTranscripts available on Seeking AlphaWall Street Breakfast on Twitter

Catalyst watch for the week of July 9. Seeking Alpha Managing News Editor Kim Khan on what investors can expect from CPI midweek and major bank earnings at the end of the week (01:45) . Hot topics: What key issues will be in focus for the banks? (03:09) U.S. or China, who stands to benefit as new curbs are implemented? (04:16) Show links:Catalyst Watch: CPI, major bank earnings, Amazon Prime Day and CAVA ratingsRates Spark: The Burning Question Is Whether Payrolls Agree With The ADPKBWB: Bullish On Banks Before Earnings Season BeginsKBWB: Stress Test Cleared But Not Out Of The Woods YetYellen visit to China aims to defuse tensions with BeijingTime is on China's side in the chip war - here's the Jefferies tradeWhy Threads Is Great For Meta

June payrolls gain misses forecasts for the first time in months. Citi gets bearish on amusement parks. BofA picks its best stocks for growth and value.Show links:BTIG unveils top picks for rest of '23: D.R. Horton, CrowdStrike, DraftKings among namesDividend Roundup: Unilever, PNC Financial, Oracle, AbbVie, and moreApple said to tread carefully with Vision Pro, have appointment-only launchHumana cut to Neutral at J.P. Morgan on near-term uncertainty

Canada to subsidize Stellantis (STLA) battery plant with up to C$15B in incentives (00:32). Will June nonfarm payrolls cool enough for Fed's liking? (01:53) PDD Holdings (PDD) sinks even as popular Temu shopping app expands abroad (03:02).Show links:Twitter threatens to sue Meta Platforms over Threads launchMallinckrodt delays $200M settlement payment again as it mulls bankruptcyBiogen, Eisai win full FDA approval for Alzheimer's drug LeqembiSandal maker Birkenstock looking at potential U.S. IPO - reportTesla sacks some battery workers at Shanghai factory - reportCatalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

A raft of data shows persistent labor market tightness. Yields jump as market prices in 90% chance of a Fed hike. Microsoft (MSFT) in pole position to reach $3 trillion next.Show links:Paycom, Chipotle highlight Goldman's Rule of 10 stock screensAs China slowdown continues, here are the U.S. stocks with the most exposureJob openings fall more than expected in May JOLTS report, quits rate ticks upJob cuts drop 49% in June to 40.7K: Challenger Job Cuts ReportInitial jobless claims renew climb in past weekCopper extends drop as hawkish Fed, China woes hit sentiment

Oil bounces to two-week high as Saudi says OPEC will do 'whatever necessary.' (00:29) PHINIA (PHIN) swings higher on first day of trading (01:19). Instagram (META) launches 'Twitter killer' Threads text app (01:37).Show links:BuzzFeed seeking $150M for Complex Networks - reportVietnam in talks with Exxon on supply for planned LNG-fired power plantsPinterest, Amazon partnership is live 'earlier than expected', says RBCNY Fed's John Williams says he 110% supports June's hawkish pauseGoogle alleges India's antitrust agency protecting Amazon in Android case - reportCatalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgraded ahead of earnings. Mobile apps see mostly strong global download data.Show links:Time is on China's side in the chip war - here's the Jefferies tradeMeta Platforms could have $925M tax bill from Italy after assessmentCoinbase cut to Neutral at Piper on valuation, 'too much uncertainty'Factory orders rise less than expected in May

Instagram (META) puts Twitter rival app Threads on App Store with launch imminent (00:29). Illumina (ILMN) faces record European Union fine over Grail deal next week - report (01:42). GTCR in advanced talks to buy Fidelity National Information Services (FIS) Worldpay stake for as much as $20B - report (02:24).Show links:Microsoft likely to face antitrust investigation from EU over Teams practicesPaycom, Chipotle highlight Goldman's Rule of 10 stock screensBest and worst performing healthcare IPOs of 2023, so farYahoo eyes comeback to public markets - reportSpotlight on Nathan's Famous stock after Hot Dog Eating ContestCatalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

EV makers rallied as deliveries showed better-than-expected demand. Stocks finished slightly higher ahead of holiday. Musk vs. Zuckerberg in August?Show links:Netflix, Disney, Datadog among BofA's 10 best ideas for Q3Did the S&P rally last week jinx market gains for the second half of 2023?Mattel defends Barbie trademark in legal battle with BurberryISM Manufacturing for June slips to three-year low of 46AstraZeneca reports mixed Phase 3 data for lung cancer drugConstruction spending +0.9% in MayU.S. PMI manufacturing stays at contraction level

As northeast U.S. air quality suffers from wildfires, some potential stock ideas (FIXT). (00:28) Tesla (TSLA) confirms new record deliveries, beats expectations (01:55). Twitter fixes limit on tweets users can read per day (03:21).Show links:General Motors acquires battery software startup Algolion for early battery defect detectionUBS aims to skip $10B backstop from Swiss govt for Credit Suisse deal - reportGilead, Teva acquitted in pay for delay generic HIV drugs caseApple slashes Vision Pro targets amid production woes- reportMacau casino revenue in June misses estimates and dips sequentiallyNIO reports June delivery of 10,707 vehiclesCatalyst Watch: BorgWarner, Biogen, iRobot and Coty are in the spotlight during holiday-shortened week

Brad Thomas joins Kirk Spano to discuss using REITs as insulation and income generation during a potential recession (0:50), and concerns around the sun belt region, primarily Florida (6:55). This is an abridged conversation from Seeking Alpha's Investing Experts podcast. Subscribe for free trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha.Show links:UnitedHealth Is The Perfect Buffett-Style Ultra SWAN For This RecessionMy Oh My, 3 Strong Buys (The 4th Of July Weekend Edition)Transcripts available on Seeking AlphaWall Street Breakfast on Twitter

Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devices (AMD) and Taiwan Semi (TSM)? (01:20) Also, what impact does a heat wave have on the economy? (03:54)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Texas power demand surges to new all-time high amid heat waveU.S. GDP growth revised up to 2.0% in third estimate, exceeding consensusMicron leads chips lower as investors fret about recoveryNvidia: Potential AI Chip Rules May Impact Investment CaseHow do you value a chip stock like Nvidia?Nvidia leads chips higher as sector looks to end the week on solid groundNvidia could see notable impact to revenue on new AI chip curb: analysts (update)Chip war heats up as U.S. said to mull new curbs on exports to China

The Fed's favorite inflation measure shows easing prices. Tesla (TSLA) expected to report record deliveries. How much does a Manhattan apartment cost to rent?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Personal spending slows in May, income rises, inflation coolsTesla could report record Q2 deliveriesApple surpasses $3TNetherlands, U.S. eye new curbs on chipmaking gear sales to ChinaNike swings lower after setting cautious guidance

FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energy drinks M&A: Monster Beverage (MNST) closes in on deal for rival Bang (01:45). Biden administration develops 'safety net' for student loan payments restart (02:39). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Foxconn to invest $246M in Vietnam to set up 2 factories - reportApple continues march towards $3T, Citi praises gross marginsFedNow to launch late July with early adopters JPMorgan, Wells Fargo, othersRoot Inc. tumbles after saying it hasn't received actionable offerNike records margin beat, strong sales tally in China for FQ4Catalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Amazon (AMZN) could face an FTC antitrust suit in the coming weeks. Banks pass stress tests. Morgan Stanley shakes up its global dividend portfolio.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Morgan Stanley shakes up its global dividend portfolioFTC antitrust lawsuit against Amazon expected in coming weeksAll 23 banks pass Federal Reserve's stress test on capital levelsU.S. GDP growth revised up to 2.0% in third estimateWarren Buffett's Berkshire Hathaway boosts Occidental stake to 25%Aspartame to be declared a possible carcinogen by WHO arm

Micron Technology (MU) pops as Q3 loss beats estimates (00:23). TuSimple (TSP) to weigh options for U.S. business (01:49). Visa (V) to buy payment and banking platform Pismo for $1B in cash (02:27).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Morgan Stanley shakes up its global dividend portfolioAll 23 banks pass Federal Reserve's stress test on capital levelsGoogle, Salesforce-backed AI startup Typeface sees $1B valuation after $100M funding roundJudge in FTC suit to block Activision deal could rule as soon as next week Why did Carvana jump? Shorts are getting put to the testCatalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome Powell hints at rates higher for longer. Citi spies crowded short position stocks.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:How do you value a chip stock like Nvidia?Citi screens for most crowded short stocks with new modelMore policy tightening coming from ECB, Fed, BOE, central bank heads sayGeneral Mills drops after organic sales fall short of expectationsPinterest pops as Wells Fargo upgrades, citing Amazon deal, 'strong catalyst path'

Unity Software (U) surges as it unveils AI marketplace, Wells Fargo starts coverage (00:27). Nvidia (NVDA), AMD dip as US mulls new AI chip curbs for China - report (01:05). Google (GOOG) (GOOGL) violating its video-ad promises, research suggests (01:49). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Eargo to lay off 32%-42% of workforce, announces CEO exitGerman consumer confidence dips more than expected in JulyRussia poised to surpass Saudi Arabia as China's top oil supplierSiriusXM said to close Stitcher podcast app this summerNewell Brands bounces off its recent 52-week lowCatalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Walgreens (WBA) slumps on guidance and is now the worst Dow performer for 2023. Durable goods, consumer confidence come in strong. Disney (DIS) gets a vote of strategic confidence from BofA.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Walgreens falls after lowering earnings guidanceDurable goods orders come in surprisingly strong in MayWalt Disney rises as BofA says it's 'confident' in company's strategic pathAlibaba cut to Market Perform at BernsteinUnity Software rises as it unveils AI marketplaceSnowflake rises as it announces Nvidia partnership for generative AI appsPhilip Morris International is called a top consumer staples stock by Morgan StanleyDelta Air Lines rallies after setting strong guidance

Lordstown Motors (RIDE) plunges after bankruptcy filing, Foxconn lawsuit. (00:28) Jackson Financial (JXN) says up to 800K customers hit by MOVEit breach (01:30). EU looking at self-preferencing in its probe of Amazon's (AMZN) iRobot (IRB) takeover - report (02:41). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:China's premier says economic growth on track to reach 5% target, to be higher in Q2DeSantis seeks to dismiss Disney lawsuit, claims immunityLilly says patients saw mean weight reduction of 58 lbs on retatrutideIllumina announces job cuts, to exit San Diego i3 campusBaidu says Ernie Bot AI model beats ChatGPT on several measuresCatalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Novo Nordisk high-dose pills show promise with weight loss in trials. Alphabet (GOOG) (GOOGL) is downgraded by UBS. Dan Ives gives his bullish view on three tech stocks.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Pills for obesity: Novo Nordisk records success in late-stage trialsAlphabet slips as UBS downgrades, citing 'limited upside,' monetization worriesMicrosoft, AWS, Google may benefit as cloud spending showing 'pockets of upticks'TV usage drops again in May, but streaming keeps rollingTesla is downgraded at Goldman Sachs as Wall Street continues to dial up caution on the EV stockCarnival Non-GAAP EPS of -$0.31 beats by $0.02, revenue of $4.9B beats by $130M

Putin vs. Wagner: What does chaos in Russia mean for the markets? (00:24) IBM (IBM) nears $5B acquisition of software provider Apptio - report (01:29). Wolfspeed (WOLF) to get $2B in debt funding from Apollo-led group - reports (01:57).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:E-cigarette sales increased by nearly 50% between 2020 and 2022Apple expands self service repair to include iPhone 14 line, MacsOregon county sues Big Oil companies for $51B over role in 2021 heat domeLooking ahead to 2023's back half for investing opportunitiesOPEC sees global oil demand growing 23% by 2045 - reportConsumer stocks are in the spotlight with student loan repayments and food disinflation in the mixCatalyst Watch: Fed stress tests, Snowflake event, AMC hearing and Delta guidance

Catalyst watch for the week of June 25. Seeking Alpha Managing News Editor Kim Khan says the inflation gauge to look out for next week is the PCE price index (00:27). He also gives investors a preview of Nike (NKE) earnings (02:22). Hot topic: Cage match between Elon Musk and Mark Zuckerberg, who wins? Musk, Zuck or investors? (04:17)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Elon Musk may have cage match with Mark Zuckerberg in battle of tech CEOsNike inventory issues likely to drag on earnings - Morgan StanleyWill Sticky Core PCE Inflation Ease In Months Ahead?China Sales Slowdown Jeopardizing Nike's Long-Term GuidanceMeta Platforms: Last Man StandingNike runs back into Macy's stores as it rekindles wholesaler relationships

More companies are now eligible to get funds from the CHIPs Act. Deutsche Bank is unimpressed with the C3.ai (AI) investor day. Goldman taps top stocks for return on equity. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Goldman adds 25 new stocks with growth potential to its ROE basketChip equipment makers, chemical companies, others now eligible for CHIPs Act fundsC3.ai slumps 8% as Deutsche Bank reiterates sell after investor meetingApple, Google, other tech CEOs to meet with Biden to discuss AI, manufacturing

Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps for another round of layoffs - report (01:55). Virgin Galactic Holdings (SPCE) files to sell another $400M worth of stock (02:38).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:J&J talc bankruptcy unit to establish $750M trust fund with insurersOuster announces layoffs, reaffirms second-quarter revenue outlookAmazon pops as Loop Capital says AWS slowdown likely to 'bottom' soon3M to pay up to $10.3B in PFAS water pollution settlementWarner Bros. Discovery in talks for $500M sale of half of music publishing assetsCatalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Copper prices hit a seven-week high as inventories fall. Tesla (TSLA) gets a downgrade from Morgan Stanley. A Musk and Zuckerberg cage fight?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bank of England surprises with half-point hike to 5%AMC dips, APEs rise as special master supports conversion-plan settlementCopper climbs to highest since May as LME stockpiles plungeTesla loses bull rating at Morgan Stanley with AI premium seen at riskElon Musk may have cage match with Mark Zuckerberg in battle of tech CEOsDarden Restaurants falls after same-restaurant sales trail estimates

Cell-based meat is approved in the U.S. for the first time (TSN).(00:24) Car insurer Root (ROOT) jumps on report of takeover offer (01:20). Fed's Jerome Powell says more 'moderate pace' of rate hikes may 'make sense' (01:54).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Apple rolls out developer tools to create apps for its Vision Pro headsetCrypto exchange FTX already faces $200M in bankruptcy feesApplied Optoelectronics inks supply deal with MicrosoftToyota introduces next-gen minivans in JapanNetflix's $2.5B South Korean investment to include grooming local talent - reportIntel to restructure manufacturing businessBlackRock's ETF Filing Could Be Good For The Grayscale Bitcoin TrustCatalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Fed Chairman Jerome Powell kicks off his Washington testimony saying there is a long way to go on inflation. Barclays cuts its rating on Tesla (TSLA) but admits it may be a gamble. Amazon (AMZN) details Prime Day deals.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Federal Reserve Chair Powell to repeat expectation that rates will rise more this yearAmazon sets Prime Day for July 11-12 in big test of consumer discretionary spendingTesla is downgraded at Barclays ahead of Q2 earningsAnt Group developing own AI large language modelWall Street rally further cools as Nasdaq, S&P, Dow under pressure after Powell testimony

S&P, Dow, Nasdaq futures tread water ahead of Fed Powell's testimony.(00:24) FedEx (FDX) falls after revenue miss, weak profit guidance; UPS (UPS) slips as well (01:22). Advanced Micro Devices (AMD) to invest up to $135M to expand operations in Ireland (02:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:More big wins for Tesla: Charging standards and EV subsidiesSimulations Plus acquires Immunetrics to expand into immunology and oncologyParamount sale of BET may be in doubt as asking price too high - reportYouTube's 1st official shopping channel to launch in South Korea - reportHBO reportedly in talks to license shows to rival NetflixMastercard rolls out global recycling plan for debit, credit cards - reportAMD: Late To 2023 Design Wins (Rating Downgrade)Catalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Alibaba Group (BABA) Announces Chairman and CEO Succession Plan (00:25). Biden sees progress in U.S.-China ties after Blinken meets Xi Jinping (00:53). New York Stock Exchange President sees Cava (CAVA) debut ending drought of IPOs (01:40). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Intel's €30B investment to be single largest FDI in German historyIBM and Adobe collaborate to provide a content supply chain solution using generative AIAirbus receives record order for 500 planes from India's IndiGoNAHB homebuilder sentiment index in positive after 11 monthsTeleperformance gets new executive chiefAvanos agrees to acquire Toronto-based Diros TechnologyManaged care stock sell-off could be a buying opportunity, says Wells FargoCatalyst watch: Powell testifies to Congress, Microsoft-Activision Blizzard hearing and Dollar Tree event

Catalyst watch for the week of June 18. Seeking Alpha Managing News Editor Kim Khan gives investors a wrapup of the FOMC meeting. (00:28) Seeking Alpha Associate News Editor Kevin Curran previews what to expect when FedEx Corporation (FDX) reports earnings. (03:10) Hot topic: PGA Tour, LIV Golf and Manchester United (MANU) have something in common (06:04). What is it?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:FedEx Q4 2023 earnings on deck, what to expectFedEx Earnings Preview: Comps Get Much Easier In 2nd Half Of Calendar '23Justice Dept. probing PGA Tour planned merger with LIV Golf - reportManchester United gains amid report Qatari bidder negotiating exclusivity (update)'Nearly all' Fed policymakers see more hikes appropriate this year: Jerome Powell press conference

Virgin Galactic (SPCE) targets late June for official launch of commercial service (00:32). Squarespace (SQSP) takes off on deal to buy assets of Google's (GOOG) (GOOGL) domains business (02:15). Intel (INTC) said to be close to deal worth $10.8B in subsidies for German chip plant (01:29).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Adobe rises as it boosts fiscal earnings, revenue outlook after strong Q2BlackRock files for bitcoin ETF; Coinbase as custodianGameStop's Ryan Cohen blasts management that only 'rest and vest'Enovix hits Q2 milestone early, producing 18K battery cellsVMware/Broadcom deal spread narrows amid report on China antitrust reviewCava trades with a higher market cap than Wendy's, Shake Shack and Papa John's after strong IPO debutUber ends taxi service in Israel, cuts food delivery in ItalyVirgin Galactic: Successful Test Flight Does Not Mean Share Price Will Take Off

Federal Reserve holds interest rate steady in June, skipping a hike (00:28). Music publishers (SONY) (WMG) sue Twitter over alleged copyright infringement (02:57). TrueCar (TRUE) rallies after announcing major restructuring, CEO change (03:34).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:What does Fed’s hawkish pause mean for cryptos? SA analysts weigh inFed Special: Rates Held, Powell's Tell And Market Impact With Chaim SiegelCava shares price at $22 each, resulting in ~$318M proceeds (updated)Berkshire Hathaway utility must pay punitive damages for 2020 fires, jury saysTrueCar rallies after announcing major restructuring, CEO changeFedEx launches electric delivery vehicles in Canada through GM's BrightDropEstee Lauder stock rises as company teases anti-aging researchUnilever agrees to acquire Colorado-based frozen yogurt brand YassoFAA requires new planes to have second barrier to protect airline pilotsCatalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings

Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wednesday’s Fed decision. What the hawkish pause means for the equity rally, why the market is skeptical about Jay Powell’s rate cut pronouncement, how jobless claims remain crucial and more.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow notes:Subscribe to Chaim Siegel's Fed TraderFed holds rates steadyTwo hikes penciled into dot plotPowell press conference highlights

Federal Reserve expected to skip June rate hike, but then what (00:40)? Google (GOOG) (GOOGL) delays European start of Bard AI chatbot over privacy concerns - report (01:57). Bud Light (BUD) no longer top-selling beer in U.S. as boycott dents sales - report (02:27).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Nvidia crosses $1T market cap powered by the rise of AINetflix to debut first pop-up restaurant in LAAnheuser-Busch InBev SA/NV: The Damage Looks PermanentStellantis recalls over 300,000 vehicles over coil installation issueCrude oil rallies on China stimulus, raising hopes for stronger energy demandDeeper Dive: Investor exodus from ESG investingStarwood Capital considers selling more than 2,000 single-family rental homes - reportAtlantic Equities moves to sidelines on PayPal amid competition concernsUS judge temporarily blocks Microsoft from completing Activision dealDisney delays `Avatar,' `Star Wars,' Marvel moviesCatalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings

CPI will give Federal Reserve new data on fight against inflation (00:28). Alphabet (GOOGL) (GOOG) to be slapped with ‘massive’ EU antitrust penalty - report (01:45). FTC files for injunction to block Microsoft (MSFT) acquisition of Activision (ATVI).(02:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:China mulls stimulus measures to boost economy, central bank cuts key policy rateApple cut to Neutral at UBS on softer iPhone and services growth in H2Cineplex says QTD box office revenues at about 88% of same period pre-pandemicU.S. federal budget deficit comes in wider than expected in MayIntel in talks to be anchor investor in chip designer Arm - reportOracle rises to all-time high as cloud growth aids earnings beatChegg announces workforce reduction amid AI-driven strategy shiftCatalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earnings

U.S. credit card debt nears the $1T mark: Is there a reason to worry (00:27)? Nio (NIO) cuts prices for all models, ends free battery swapping - report (01:40). UBS (UBS) closes Credit Suisse (CS) takeover, reportedly sets strict curbs for staff (02:38).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyFederal Reserve poised to skip a hike, but don't call it a pivot or a pauseOPEC output cuts will lift crude oil into the $90s this year, Goldman saysAlzheimer’s disease market expected to reach $14B globally in 2030Glencore approaches Teck Resources over deal for coal business - WSJJetBlue, American try to rework Northeast Alliance after court blockIs the regional bank stock rout overdone? Insiders seem to think soCatalyst watch: AI talk from Salesforce and AMD, Shell event and Oracle earningsDespite Fed Tightening And Bank Collapses, It's Still An Astoundingly Loose Financial Situation

Mike Zaccardi, CFA, CMT joins James Foord for a discussion around the Fed funds market (0:30), whether we'll achieve a soft landing (2:35), and why investors should consider having an allocation towards non-U.S. stocks (18:45). This is an abridged conversation from Seeking Alpha's Investing Experts podcast. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Follow Mike Zaccardi, CFA, CMTSubscribe to James Foord's The Pragmatic Investor

Catalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his favorite week, Fed week. He tells us how the markets will react once CPI is released (00:37). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Oracle Corporation (ORCL) reports earnings. (05:04) Oracle leads to another hot topic, AI. Will there be a hotter buzz word in 2023 and which companies will really reap the benefits?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Oracle Corporation (ORCL)Wall Street Breakfast: Smoke AlarmWildfires, smoke and air quality bring up the climate ETF discussionAI looking like a 'winner-take-more' game - GoldmanAustralia central bank unexpectedly hikes rates by 25 bps, more tightening likelyBank of Canada hikes rate by quarter point, resuming tighter policyOracle takes another AI step with Cerner-FDA partnership

Trump SPAC DWAC on watch after indictment in classified documents case (00:27). EVs made by General Motors (GM) will be able to use Tesla's (TSLA) Supercharger network (01:26). Sientra (SIEN) rockets ~75% after hours on FDA approval for tissue expander (02:40).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Meta plans launch of Twitter rival via Instagram - reportRoku names former Amazon media leader to boardTD Bank to build on its strength in U.S. core deposits, CFO saysU.S. household net worth rose in Q1 as equities value offset real estate's dipDocuSign jumps 14% on double-digit revenue gain, boosted cash flowsGold recoups losses as dollar, yields drop after jobless claims dataCertara slips as CFO cites negative outlookEdgio to cut 12% of its workforce to reduce cost

Wildfires, smoke and air quality bring up the climate ETF discussion (00:35). GameStop (GME) slides after firing CEO, elevating Ryan Cohen to chairman slot (01:39). Affirm Holdings (AFRM) surges after Amazon Pay (AMZN) adds its Adaptive Checkout (04:55). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Banks may be pressured by weakening commercial property market, Yellen warnsStocks with top pricing power across all sectorsNasdaq posts worst day in over a month as tech rally loses steam; Dow, S&P end mixedFloor & Decor unit acquires flooring and installation supplies distributorCatalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display

SEC versus crypto: Regulatory clarity or confusion? (00:55) Apple (AAPL) reportedly acquired AR start-up Mira as it pushes new headset vision (02:44). NYC sues Hyundai (HYMTF), Kia (KIMTF) for negligence as car thefts escalate (05:12).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:SEC sues Coinbase (COIN) for operating as unregistered broker; COIN slumps.Shopify stock jumps after sale of logistics businessJOANN nosedives to all-time low after weak Q1 resultsTC Energy latest Canadian oil and gas company to lay off staff - ReutersNasdaq, S&P, Dow eke out gains, helped by regional banks; SEC sues CoinbaseWednesday's economic calendarCatalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display

Atlas Lithium (ATLX) slapped with securities fraud lawsuit (05:04). Apple (AAPL) unveils $3,500 AR/VR headset, biggest product launch in nearly a decade (02:01). Taiwan Semi (TSM) reportedly eyes 3-6% price hikes for 2024 (06:36).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Student loan consumers likely to defer buying soft goods as debt repayment resumes - UBSTarget is downgraded at KeyBanc due to massive student loan repayment headwindHey Siri, Give Us A Hint: Here's What We Expect From Apple's WWDC23Buybuy Baby in sale talks with owner of Janie and Jack brandNasdaq, S&P, Dow close in the red, weighed down by fall in Apple after its headset revealMobileye announces secondary stock offering by Intel unitTwitter U.S. advertising sales sink 59% - reportCatalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display

Apple (AAPL) WWDC 2023 preview: Mixed reality headset likely to be the star (00:55). Saudis to cut another 1M bbl/day while OPEC+ extends reductions into 2024 (02:18). Novo Nordisk (NVO) in talks to acquire French medical device maker Biocorp (03:05).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Stronger capital rules may be coming for the largest U.S. banksSony CEO downplays risk of cloud gaming on console market - FTMallinckrodt to consider filing for bankruptcy again - WSJStratasys likely to reject 3D Systems takeover offer - analystNovo Nordisk: Dominating In Diabetes And ObesityDow notches best day since early Jan., Nasdaq, S&P rip after debt limit vote, jobs reportMonday's economic calendarRestaurant chain Cava set to start IPO roadshow this week - reportCatalyst Watch: Apple's WWDC event, OPEC fallout and REITs on displayUBS expects to close Credit Suisse acquisition next week

U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and clues about rates and recession and the S&P 500 hits a 9-month high.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:U.S. Senate passes debt ceiling bill, averting first-ever U.S. defaultWill the May nonfarm payroll report signal recession or sustainable growth?Nasdaq ends +1%, S&P, Dow also gain on hopes for rate hike pause at June Fed meet

lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news from California and is the AI boom starting to show cracks?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Debt-limit increase passes easily in House voteDebt Limit Drama Part 2: The next chapter could slam stocks and GDPMeta threatens to pull news in California over publisher compensationSizing up the AI playing field: All stocks may not be equal

AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill clears another hurdle as a floor vote nears and Twitter is worth just a third of what Elon Musk paid, Fidelity says.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:OpenAI CEO, others write letter that AI risk is on par with pandemic, nuclear warDebt ceiling deal heads to House vote after passing initial hurdleTwitter worth one-third of what Elon Musk paid for it, Fidelity says

The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the tail risk of default almost gone and Salesforce (CRM) is expected to join the AI bandwagon as it reports results this week.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Debt ceiling deal: What's in the bill as the fight moves to CongressNasdaq leads S&P and Dow futures, yields slip after debt limit agreementSalesforce likely to show 'increased deal stability' in Q1, Wedbush says

Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:10) commercial real estate market's problematic loans coming due (4:00) and big themes for energy (6:30). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Subscribe to Kirk Spano's Margin of Safety InvestingSubscribe to CashFlow Hunter's Catalyst Hedge InvestingSeeking Alpha Premium and PRO

Julian Lin discusses the tech sector, macro headwinds and recent earnings.(0:30) - Tech's powerful recovery(2:34) - Nvidia and how AI may impact tech as a whole(5:30) - AI stocks' rich valuations, but don't short(9:00) - Snowflake's slowdown not hard to understand(14:30) - Macro environment means companies having to rationalize costs.Our Links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Julian Lin on Seeking AlphaBest Of Breed Growth StocksSnowflake: 40% Revenue Growth With 25% Free Cash Flow Margins

Stock market leadership continues to narrow, the framework for a debt limit deal could be in place and the war of words between Carl Icahn and Bill Ackman heats up.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Nasdaq, S&P rise as Nvidia outlook stuns traders; Dow in red for 5th day in a rowDebt ceiling likely to be raised, spending to be capped for two yearsIcahn Enterprises tumbles 14% amid salvo from Bill Ackman

Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on strong results, Fed minutes show members split on more hikes.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Fitch places U.S.'s 'AAA" rating on watch negativeNvidia earnings trigger AI stock rally - will the gains hold?Federal Reserve officials see downside risks to growth, upside risks to unemployment: FOMC minutes

The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Executives call out rising retail theft hitting profitsShrinkage Crisis: Target's Financial Battle Against Organized Retail CrimeTarget issues soft earnings forecast due to inventory, retail theft impacts

White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:The White House is looking to develop a national AI strategyFord recalls over 175,000 vehicles due to seatbelt issueAbbott, other baby-formula makers see FTC probe over collusion - report

Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Plug Power scores three deals to supply electrolyzers in EuropeDollar Tree: Higher Store Traffic Levels Is One Potential CatalystFarfetch extends post-earnings rally to +36% with U.S. and China businesses clickingBiden, McCarthy end meeting with no debt-ceiling deal, negotiations will continueNasdaq, S&P, Dow end mixed with eyes on debt ceiling talksTuesday's economic calendar

Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.(0:13) - Ford's (F) Capital Markets Day - bullishness intact (4:00) - Glad Ford didn't raise guidance in last earnings call(5:20) - Jim Farley as CEO - Why David loves him(7:10) - Ford competitors: Tesla, GM and BYD (9:30) - What would turn David bearish on Ford?Show Notes:Subscribe to David Alton Clark's The Winter Warrior InvestorFollow David Alton Clark on Seeking AlphaInvesting Expert episodes with transcripts

Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyFarfetch Q1 Earnings: Back To Growth ModeExxon bought lithium drilling rights in Arkansas - WSJApplied Materials, Lowe's added to Jefferies franchise picks listVolvo bags record order for 1000 electric trucks for HolcimDebt ceiling crisis: Biden and McCarthy set to meet on MondayMediterranean restaurant chain CAVA files for $100M IPONasdaq, S&P, Dow close in the red on debt ceiling standoff concerns, slide in bank stocksBroadcom acquisition of VMware end date extended until Aug. 26Monday's Economic calendar

The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Subscribe to The Pragmatic InvestorSubscribe to The Portfolio ArchitectInvesting Experts with TranscriptsSeeking Alpha Premium and PROThe Pragmatic Investor Podcast

Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Lowe’s Companies, Inc. The Home Depot, Inc.Initial jobless claims drop more than expectedFraud makes Thursday's jobless claims numbers 'literally unbelievable'Applied Materials, Lowe's added to Jefferies franchise picks listTesla meeting: Elon Musk talks rough economy, advertising and new modelsElon Musk is still bound to have Tesla tweets approved by a company attorney

Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelLeading Indicators slip as expected in April, signaling recession by mid-2023Veteran focused fixed income ETF is filed with the SECFour Corners Property: Buy The Dip On This Restaurant REITSony eyeing partial spinout of financial services groupFriday's Economic Calendar

Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence FullerPayPal exploring sale of Xoom - reportSnowflake: The AI OpportunityTheranos founder Elizabeth Holmes to begin prison sentence on May 30Prelude Therapeutics launches proposed public offering of up to $100MParamount Global gains amid speculation could become activist targetThursday's Economic Calendar

Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Macro Quarterly Update Q2 2023 With Eric BasmajianZoomInfo gains amid activist investor speculation with 13F filingZoomInfo: Too Expensive To Consider NowIRS to roll out pilot program for free tax filing option in 2024Wednesday's Economic Calendar

Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Point amasses new stakes in Alphabet, Micron, AMD, Alibaba (01:42). Rumble buys podcasting and live streaming company CallIn (08:02). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyRelief rally for regional bank shares - Will it continue?Vodafone to slash 11,000 jobs as new CEO plans turnaroundWells Fargo reaches $1B class-action settlement over scandal recoveryMacro Quarterly Update Q2 2023 With Eric BasmajianHorizon Therapeutics tumbles amid reports FTC preparing suit to block Amgen deal (update)Sports recruiting platform Signing Day files for $19M IPOTuesday's Economic Calendar

Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan Midstream Partners (MMP) in a deal valued at $18.8B (05:35). Athenex (ATNX) falls 52% after bankruptcy filing (07:05).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:CVS is said to shut down clinical trial businessAmerican innovator, Austin Russell to acquire majority stake in ForbesCatalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earningsTarget earnings are coming - the bottom line is investors are nervousNetflix reportedly eyeing $300M cut to costs amid ongoing profit focusETFs to Watch: Earnings due out from Home Depot, Cisco, Walmart and DeereActivist Engaged Capital to start proxy battle with Shake Shack - WSJ

Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Follow Eric BasmajianSubscribe to EPB Macro ResearchSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest growing website on the planet. Walmart (WMT) and Home Depot (HD) earnings reports are in, as the economic calendar is heavy on the retail sector this week. And, the sky is NOT the limit for investors, with big opportunities in the space industry.Our links:Wall Street BreakfastSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha PicksAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst Watch Quick Dividend Stock Picks Home Depot Earnings PreviewWalmart Earnings Preview

Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for retail sales, new home sales and existing home sales reports next week (00:33). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Walmart (WMT) reports earnings (03:45). Hot topic: CPI, is the Fed’s plan working? (04:46) Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earningsCPI rises 0.4% in April, but eases Y/Y, supporting Fed pause scenarioUsed auto prices rebound in latest CPI printDividend Corner: Is Walmart a good dividend stock pick amid recessionary fears?Famed investor Stan Druckenmiller sees hard landing coming (update)Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco, and more

Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock resumes drop after pledging more collateral to discount window (05:03) . J&J (JNJ) talc victim group seeking $30B in fraudulent conveyance complaint (04:07). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Peloton Interactive spins lower after recalling 2.2M exercise bikes due to seat hazardPeloton Is Ready For A New Look; Its Stock Is NotPresident Biden's debt-limit meeting with Congress leaders postponedU.S. judge strikes down federal law banning under 21s from buying handguns

Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Polar Power (POLA) now taking pre-orders for a new line of mobile EV chargers, stock jumps 52%. (02:29) Shockwave Medical (SWAV) ticks higher amid takeover speculation (07:19). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Apple's Tap to Pay feature said to face fresh EU antitrust scrutinyBitcoin: A New War Is BeginningDisney: Fiscal Q2 Earnings Miss And Subscriber DeclineACI Worldwide potential buyer still working on takeover - report

April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to cut 25% of workforce across entertainment divisions (08:03). Rocket Lab (RKLB) to launch four Starling satellites for NASA from New Zealand in Q3 (04:40). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Famed investor Stan Druckenmiller sees hard landing coming (update)MVB Financial says Integrated Financial acquisition terminated'Everything app:' Twitter launches new features, Carlson gives lift to content creatorsJulian Lin And Kirk Spano Unpack Mega Cap Tech StocksMichael Kramer: Reading the Markets Investing Group on Seeking Alpha

Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as company ramps up efforts against stock manipulation (05:15).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Palantir Earnings: SBC Slowdown And Real GAAP ProfitsYellen said to be reaching out to CEOs about U.S. debt ceilingTesla breaks ground on lithium refinery in Texas3D Systems slashes 6% of its corporate workforce in U.S. and EuropeNYT receiving $100M as part of its expanded Google content deal - WSJJulian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Berkshire Hathaway (BRK.A) (BRK.B) Q1 operating earnings rise 13%; ratchets up stock buybacks (02:46). What's in store for Lucid (LCID) in Q1? (07:15)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Berkshire Hathaway won't buy control of Occidental Petroleum, Buffett saysPost-Fed the new market buzzword is SLOOS - here's what to knowCatalyst Watch: CPI report, Icahn showdown and Spectrum Brands trial headline big weekActivist Nelson Peltz said to be targeting Estee Lauder - reportLucid: Buyers Must Be Convinced Of Its Recession ResilienceTake the Wall Street Breakfast Survey

Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.Our links:Wall Street BreakfastSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha PicksAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst WatchDisney Earnings Preview

Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34) Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Post-Fed the new market buzzword is SLOOS - here's what to knowU.S. economy adds 253K jobs in April, unemployment drops to 3.4%Earnings CalendarThe Walt Disney Company: Buckle Up For Big NewsHollywood writers strike for first time since 2007, with streaming in focusRegional bank fears? Watch this key variableEntertainment stocks slide with Paramount serving as anchor

Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy?FDIC set to propose assessment on larger banks to replenish insurance fund - reportJ&J spinout Kenvue shares climb 22% following $3.8B upsized IPO (update)Apple Q2: Another Solid BeatApple Fiscal Q2 Earnings: Not Good EnoughWhat happened during the White House meeting on artificial intelligence?

Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M dealApollo-led group nears acquisition of Arconic for $30 a share - WSJJ&J talc bankruptcy judge pushes both sides into settlement talksIcahn Enterprises falls for second day amid short call; Icahn net worth dropped $3B on Tuesday (update)United Airlines outlines aims to hire 50,000 workers by close of 2025Mike Fay Investing Group leader of BlockChain ReactionPacWest Bancorp Plummets On Renewed Solvency Concerns

Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:The Fed Is Set To Tighten The Screws Further On The EconomyCVS Health closes acquisition of Oak Street HealthRevlon emerges from Chapter 11 protectionBiden said to be close to nominating Fed vice chair and governorWhite House calls a meeting of tech CEOs for AI safety measuresIs the debt ceiling constitutional and has the U.S. ever defaulted?

U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:FDIC proposes changes to deposit insurance system in wake of bank failuresHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelHollywood writers strike for first time since 2007, with streaming in focus

First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Iveric Bio: ACP Advances As GATHER Results Continue To ImpressArm confidentially files for U.S. initial public offeringNornickel board recommends no dividend for first time since 2009Will Apple, AMD earnings continue tech's 'so far, so good' results?Charlie Munger sounds warning on U.S. commercial property marketCatalyst watch: FOMC, Apple earnings, Kenvue IPO and jobs report are on tap

JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:JD Henning's Value & Momentum Breakouts Investing GroupTracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)Chaim Siegel's Fed Trader Investing GroupHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.Our links:Wall Street BreakfastSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha PicksAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchEarnings Week AheadCatalyst WatchQuick Dividend Stock PicksApple’s Q2 PreviewKenvue IPO Update

Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Samsung, Apple lead another weak smartphone quarterStarbucks traffic on uptrend in 2023, analyses indicateU.S. Q1 GDP growth of 1.1% slows more than expectedShould the Fed surprise the markets with a strategic pause?Meta shares surge as ad sales, outlook show strength

Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as Q1 beats, but Q2 costs ramp higher (03:06). Snap (SNAP) slides 17% as revenue slumps worse than expected (02:20). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Urgent rescue talks for First Republic: Will U.S. government get involved?First Republic Is Likely The Next Shoe To DropAccenture to buy Einr AS, expanding logistics to NordicsCannabis stocks jump as bipartisan SAFE banking bill reintroducedHow to avoid having Big Tech dominate your technology portfolioCannabis Investing Podcast

Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disney (DIS) sues Florida Gov. DeSantis after district clampdown (02:22). Biogen (BIIB) gains as Medicare to cover new Alzheimer’s drug with full FDA approval (08:44). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Tyson Foods to cut hundreds of corporate, senior leadership staff - reportNasdaq futures pop on Meta; S&P, Dow up as First Republic stabilizesMike Fay with BlockChain Reaction

Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedule into summer - report (08:14).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Microsoft said to plan to close Activision deal despite FTC suit - reportBinance.US pulls out of $1B Voyager deal, blames 'hostile' regulatory climateCarrier to buy Viessman's heating and cooling unit for $13.17B; shares slideVera Bradley to cut about 25 corporate positions, appoint new CFOInvesting Experts PodcastMicrosoft Q3 Earnings Review: Solid Report, Valuation Premium Remains Unjustified - Sell by Ahan Vashi

First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and Samsung (SSNLF) may join hands to set up EV battery plant in the U.S (05:56). U.S. gasoline prices (UGA) may have hit summer season peak, GasBuddy says (07:39).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:First Republic (FRC) It's official: Biden launches 2024 re-election campaignCNN ousts morning anchor Don Lemon amid controversies (updated)Top host Tucker Carlson out at Fox News; Fox stock dipsCarrier declines on report of $10B bid for Germany’s ViessmannWeight-loss drugmakers push for Medicare coverageWhy did Rumble stock rise today? Tucker Carlson's on the marketU.S. gasoline prices may have hit summer season peak, GasBuddy saysCatalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debutAlphabet earnings look: Watching the ad slowdown, layoffs - and AIGeneral Electric beats Q1 top and bottom line estimates; updates FY23 outlookGeneral Motors Non-GAAP EPS of $2.21 beats by $0.48, revenue of $39.99B beats by $610MVZ earnings preview: Eyes on subscriber countPepsiCo Non-GAAP EPS of $1.50 beats by $0.11, revenue of $17.85B beats by $580MUPS Non-GAAP EPS of $2.20 misses by $0.01, revenue of $22.9B misses by $80M

Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outflows at Credit Suisse (CS) reached $69B in Q1 and are still going (01:56). Silver Lake to launch $2.42B public takeover offer for Software AG (STWRY) backed by Software AG Foundation (07:20).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Philips: A Massive Upside, I Say 'Buy'Johnson & Johnson to launch IPO roadshow for consumer health unit – WSJBed Bath & Beyond files for Chapter 11 bankruptcy (update)Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debutNBCUniversal CEO Jeff Shell leaves company after 'inappropriate relationship'

Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season (1:20), the overall earnings picture and why we're in for a lot of volatility (8:30), 5 stocks that are Quant Strong Buys (11:30) and, is a recession coming? (16:30) This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Steven Cress on Seeking AlphaQuant RatingsTop 5 Stocks For Earnings SeasonSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in inflation. Despite recent dips, Bitcoin (BTC-USD) has big potential in the weeks ahead, according to analysts. And, aside from an onslaught of earnings reports, this week there is plenty to keep an eye on in the healthcare sector.Our links:Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst WatchQuick Dividend Stock PicksAmazon Earnings PreviewMario Leads the Box OfficeBitcoin’s Big Potential

Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the blackout period starts for the FOMC ahead of the May meeting (00:35). Investors should also look out for Q1 GDP. Seeking Alpha Associate News Editor, Kevin Curran says the earnings calendar is lit with tech giant Amazon (AMZN) and industrial giants like Caterpillar Inc (CAT). (03:49) Hot topic: Will big tech layoffs continue? (06:11)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Amazon earnings next week will include focus on job cuts, macro pressures and chip development

AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34). U Power (UCAR) surges 1,150% intraday in its market debut (04:07). Clorox (CLX) announces job cuts, joining a growing list of layoffs in 2023 (07:37).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Tesla reverses and hikes prices after months of cutsCathie Wood puts a $2,000 price target on Tesla for 2027, driven by robotaxisAT&T: Free Cash Flow Freak OutT-Mobile US deal for Ryan Reynold's-backed Mint Mobile under DOJ review - reportUnited Airlines outlines delays for Boeing deliveriesHasbro reportedly discussing sale of EOne studio back to founder

Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMining (USGO) prices $20M IPO, debuts today.(08:27) Autoliv (ALV) invests in new airbag cushion plant to expand its footprint in Vietnam (03:29).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Tesla, Inc (TSLA) ESPN layoffs reported to start next weekSeatGeek said to file confidentially for IPO - reportCrypto clients are not to blame for Signature Bank collapse, NYDFS head saysMike Fay with BlockChain ReactionCatalyst Watch: Earnings season picks up steam, housing data dueAmgen wins appeals court ruling in patent dispute over psoriasis drug OtezlaAmgen Has Long-Term Staying Power

Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) flags as subscribers beat, but revenue slows in Q1 (02:11).Tesla (TSLA) cuts U.S. prices for sixth time this year ahead of Q1 results (07:08). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Walt Disney set to cut thousands of jobs next week - reportInvesting Experts Podcast: Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk SpanoNetflix earnings call: Password crackdown goes global; buybacks to increaseOpendoor makes second round of layoffs as housing slump persistsMeta reportedly ready to move on new round of job cutsInvesting Experts Podcast: Julian Lin's Top Tech PicksGoogle reportedly launching its foldable phone in June, pushing Samsung

Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). Apple (AAPL) opens its first store in India, building out consumer base (03:41). Meet the only electric vehicles that will qualify for the full U.S. tax credit (08:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bellus Health: Building Momentum Around CALM, SOOTHE StudiesApple Card launches 4.15%-yield savings account with Goldman SachsFlorida's DeSantis ramps more threats against Disney over tax-district scuffleCourt overturns Berkeley's first-in-the-U.S. ban on natural gasChevron showcases renewable gas blend as alternative to electric vehicles

Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation trial delayed amid reports of settlement push (01:47). Panasonic (PCRFF) to build its third EV battery plant in the US, Oklahoma this time (09:02).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Merck & Co., Inc. Is Getting HealthierAfter Tesla, rival Xpeng to cut costs in China with new vehicle manufacturing platformBest Buy to cut staff across the country - reportChia Network, crypto blockchain developer, files confidentially for IPOSega Sammy reportedly close to deal for 'Angry Birds' maker RovioTeck approached by Vale, Anglo American, Freeport McMoRan to explore deals - reportCatalyst Watch: Earnings season picks up steam, housing data due

Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), What recent bank earnings mean for the financial sector (4:50), Charles Schwab (SCHW) absorbing TD Ameritrade is a big deal nobody's talking about (8:15), Compelling investments in energy sector (12:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Kirk Spano on Seeking AlphaMargin of Safety InvestingDilution And M&A Coming To BanksHow To Avoid Losing Money Through The VolatilitySeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.Tesla (NASDAQ:TSLA) expected to post updates, amid ongoing price wars in the electric vehicle industry. And, California is launching major changes in how solar energy is measured.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch:https://seekingalpha.com/article/4594230-stocks-to-watch-eyes-on-the-health-of-financials-housing-sectorCatalyst Watch:https://seekingalpha.com/news/3956620-catalyst-watch-earnings-season-picks-up-steam-housing-data-due?hasComeFromMpArticle=falseEarnings Week Ahead:https://seekingalpha.com/news/3956682-earnings-week-ahead-tesla-att-charles-schwab-netflix-and-more?hasComeFromMpArticle=false Tesla Expands Price Cuts:https://seekingalpha.com/news/3956519-tesla-expands-its-price-cut-to-europe-singapore-and-israelCalifornia Solar Energy:https://seekingalpha.com/news/3956760-california-cuts-home-solar-incentives-but-analyst-sees-installations-staying-strong

Catalyst watch for the week of April 16. Seeking Alpha Associate News Editor, Kevin Curran says investors can expect the latest housing indicators in the week ahead (00:37). You should also look out for more on bank earnings as well as earnings from Tesla (TSLA) and Netflix (NFLX). (02:21) Hot topic: Josh Harris is buying the NFL's Washington Commanders for a record $6B (06:24). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Apollo co-founder Harris to buy NFL's Commanders for record $6B - reportsTesla expands its price cut to Europe, Singapore, and IsraelTesla to cut prices in Hong Kong by nearly double digit percentages - reportTesla could continue cutting prices, analysts adviseTesla cuts prices on all U.S. models

Banks Q1 earnings focus on deposit levels, outlook (00:31). DOJ says Adobe (ADBE) agrees to $3M settlement over kickback allegations (04:44). NY-based menswear brand Bonobos bought by Express (EXPR) and WHP from Walmart (WMT) for $75M (05:30). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wells Fargo reportedly scheduled to meet OCC staff at end-weekWeWork venture said to default on $240M loan for San Francisco office buildingOracle's NetSuite unit tells employees to return to officePsychedelic mushroom producer First Person updates IPO termsDAVIDsTEA to voluntarily delist from Nasdaq after April 14 market closeApollo co-founder Harris to buy NFL's Commanders for record $6B - reportsEurope creates task force to look into OpenAI's ChatGPTExpress Is Now Basically A Long-Dated Call OptionExpress, Inc: A Very Unsafe Bet With A Silver Lining

Consumer inflation eases in March: core CPI rises 5.6% Y/Y, as expected (00:43). SoftBank (SFTBY) sells most of its remaining Alibaba (BABA) stake amid decline in its technology investment, limiting China exposure (02:34). Newly public Alliance Entertainment (AENT) files for Nasdaq uplisting, offering (08:51).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Crude oil jumps after Granholm says U.S. could start to refill reserve this yearMike Fay, BlockChain Reaction: CleanSpark: Production Growth Is On Track3M’s healthcare spinoff may not stay in Minnesota, Star Tribune reportsSo long, HBO name: WBD goes for 'Max' power in merged streaming serviceIBM exploring sale of its weather business - reportBroadcom slips as European agency sends 'statement of objections' over VMware dealTesla to cut prices in Hong Kong by nearly double digit percentages - reportUS GoldMining updates terms for proposed $20M US IPO

March CPI expected to cool further, but to a level still well above Fed's target (00:48). Wells Fargo (WFC): ‘Expect a 10% correction in the next 3-6 mos.’ (02:21) Emerson Electric (EMR) near deal to acquire National Instruments (NATI) for $60/share- report (07:28). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Investing Experts Podcast with Julian Lin: Top Tech PicksTwitter is roughly breaking even, says Elon MuskUS banks to bolster reserves after shoring up First Republic - reportMovie screen maker Strong Global downsizes proposed IPO to $8MWalmart to close four Chicago stores amid mounting lossesGoogle to drop COVID vaccine rule to enter company buildingsWhatsApp turns on merchant chat payments in Brazil

Alibaba (BABA) unveils new ChatGPT-like service to be integrated across all its products (00:32). Bitcoin (BTC-USD) crosses $30,000 to hit 10-month high as investors increasingly bet on Fed pause (01:18). South Korea bills Google (GOOG) (GOOGL) a $32M fine for blocking rival's video games (03:35).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Global PC shipments fall 29% in Q1, growth expected after 2023Virgin Orbit gets Nasdaq delisting notice after filing for bankruptcyAmazon charging fees for UPS returns in cost-cutting move - reportChina luxury car importer Cheetah Net files for $12M US IPOTypTap Insurance, a unit of HCI Group, pulls $100M IPO plansUnitedHealth expands in primary care with Crystal Run acquisitionUnitedHealth Group: May Seem Overvalued But Significant Upside Still Ahead

Tesla (TSLA) to build new factory in Shanghai for Megapack battery (00:39). Baidu (BIDU) sues Apple (AAPL) and app developers over bogus Ernie bot apps - report (03:38). Emirates Telecom to buy 50% of Uber's (UBER) Careem super app for $400M (04:07).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Sen. Elizabeth Warren, others request DOJ probe of Warner Bros. Discovery dealSamsung Electronics to cut memory chip output by 'meaningful' levelPremier cancer research event, AACR is starting this week; Here is what to expectCatalyst Watch: Eyes on inflation data, big bank earningsThe March Jobs Report Is Just Right

The closely-watched March consumer price index report is due for release. Tesla (NASDAQ:TSLA) cuts prices on all US models. The new Super Mario Bros. (CMCSA) film is looking to hit big on its opening weekend.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.\Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch:https://seekingalpha.com/article/4592955-stocks-to-watch-inflation-data-bank-earnings-on-deckCatalyst Watch:https://seekingalpha.com/news/3955188-catalyst-watch-eyes-on-inflation-data-big-bank-earnings?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_linkBox Office:https://seekingalpha.com/news/3955171-game-on-mario-bros-aim-for-125m-at-holiday-box-office?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_linkTesla Price Cuts:https://seekingalpha.com/news/3955182-tesla-cuts-prices-on-all-us-models

The March jobs report (out on a stock market holiday) took some steam out of the weak labor market narrative of the week. Seeking Alpha Director of News Jerry Kronenberg joins Kim Khan to break down the bond and futures action and what this means for a data-dependent Federal Reserve.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Nonfarm payrolls growth cools in March, but unemployment rate tightens to 3.5%

FedEx (FDX) to consolidate operations amid cost-savings effort (00:52). Tesla (TSLA) nearly triples total workforce at Austin gigafactory (05:29). Amazon (AMZN) eyes reduced stock awards for employees - report (06:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bed Bath & Beyond stock slumps despite $120M merchandise agreementMike Fay: Ethereum Staking With Lido Finance: The Shanghai CatalystTattooed Chef receives noncompliance letter from NasdaqTattooed Chef: 3 Reasons To Avoid This Cash IncineratorDisney changes streaming heads; Perlmutter speaks out on firingPan American Silver transferring listing of common shares to NYSE from NASDAQMalaysia's VCI Global reportedly postpones downsized $8M US IPO

Trump SPAC Digital World (DWAC) drops amid former president's arraignment, delayed 10-K filing (00:55). J&J (JNJ) unit refiles for bankruptcy over talc litigation; offers to pay $8.9B (01:46). Walmart (WMT) aims to have about 65% of its stores serviced by automation by 2026 end (06:39).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Granite secures ~$126M contract to relocate U.S. Marines from JapanCompass Minerals cuts 16% of workforce in restructuringSeeking Alpha CMP Warning Exxon expects up to $1.8B lower Q1 profit from lower oil and gas pricesJohnson & Johnson: A Huge Opportunity In A Blue-Chip Dividend KingJohnson & Johnson: Still One Of The More Expensive Pharmaceutical Companies2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA

Virgin Orbit (VORB) files for bankruptcy after failing to find a source of funding (00:35). Why are Bob Iger and Ron DeSantis at odds? It's a long story. (02:02) A Twitter logo change sends DogeCoin soaring and apes rejoice even as AMC stock slumps. (03:35)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Disney: Why I'm betting on Bob IgerSeeking Alpha VORB warning

McDonald's (MCD) reportedly orders offices closed ahead of expected layoffs (00:44). OPEC+ announces surprise oil production cut. (02:10) World Wrestling (WWE) Entertainment reportedly close to sale to Endeavor (EDR). (05:29)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Invest Heroes: McDonald's: It Is Not Interesting YetCatalyst watch: Tesla deliveries, Walmart event and jobs report headline big weekTesla tops deliveries expectations with 422,875 cars moved in Q1XPeng announces vehicle delivery of 7,002 in MarchFTX's European arm sets up website to unlock users' fundsColin Tedards: Ranking The WWE Buyout Options

The March jobs report will be the most watched news of the week. The first few days of April will see a major focus on auto sales and deliveries numbers, with reports from General Motors (GM), Toyota (TM) and Tesla (TSLA). And, Netflix (NASDAQ:NFLX) is reportedly scaling back movie development.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch:https://seekingalpha.com/article/4591597-stocks-to-watch-counting-cars-time-for-tesla-rivian-gm-ford-and-nioCatalyst Watch:https://seekingalpha.com/news/3953276-catalyst-watch-tesla-deliveries-walmart-event-and-jobs-report-headline-big-week?hasComeFromMpArticle=false Quick Dividend Stock Picks:https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false Box Office Preview:https://seekingalpha.com/news/3953358-dungeons-dragons-takes-its-game-to-the-movie-theaters?hasComeFromMpArticle=false Netflix Scaling Back Movies:https://seekingalpha.com/news/3953150-netflix-reportedly-scaling-back-movie-development-amid-restructuring

Catalyst watch for the week of April 2. Seeking Alpha Managing News Editor, Kim Khan explores the big topic of the week, nonfarm payrolls (00:32). Seeking Alpha Associate News Editor, Kevin Curran says expect Levi Strauss & Co. (LEVI) and Constellation Brands, Inc. (STZ) to report earnings next week (03:07). A hot topic this weekend is March Madness. Is your bracket busted? (05:07) Finally, look out for a new survey in Monday’s Wall Street Breakfast newsletter. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Constellation Brands to use content studio partnership to promote winesLevi’s likely to miss Q1 earnings expectations, UBS says

Virgin Orbit (VORB) stock slumps ~43% in extended trading after co to ax nearly entire workforce. (00:42) Why did EVgo (EVGO) stock surge on Thursday? Stronger than expected earnings, upbeat outlook (02:07). Tesla (TSLA) reportedly eyeing US-based battery plant alongside CATL (03:45). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:EVgo Q4 Earnings: Not An Exciting QuarterStone Fox Capital Trump indicted, calls case 'witch hunt'; Trump SPAC DWAC jumps (updated)Sam Bankman-Fried pleads not guilty to latest batches of chargesWells Fargo fined $97M for breaking U.S. sanctions rules

National CineMedia (NCMI) jumps 19% as it notes talks with lenders. (00:44) LendingTree (TREE) announces 13% workforce reduction plan to reduce operating costs (02:00). Coinbase (COIN) said to be in talks with regulators to stay in Canada (05:38).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Macrotips Trading: National CineMedia: From Bad To WorseMike Fay: https://seekingalpha.com/author/mike-fayArbitrum Airdrop: Strong Network Metrics, Weak Token EconomicsCoinbase said to be in talks with regulators to stay in CanadaCommScope investing $47M to expand fiber-optic cable productionElectronic Arts to cut 6% of workforce, take $170M-$200M in chargesWolverine World Wide cuts jobs in UK as it streamlines Sweaty BettymCloud Technologies receives non-compliance notice from NasdaqApple says annual developer conference will start June 5

Biomea (BMEA) climbs on Phase 2 data for Type 2 diabetes candidate. (00:42) Ermotti returns as UBS (UBS) CEO to guide Credit Suisse (CS) deal (01:45). AMC (AMC) jumps on report Amazon (AMZN) exploring potential acquisition (updated) (06:40). Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Brad Thomas: https://seekingalpha.com/author/brad-thomasInvesting Experts podcast with Brad ThomasVICI Properties: https://seekingalpha.com/symbol/VICI Microsoft debuts new AI chatbot for cybersecurity needsLucid reportedly plans to lay off nearly 1300 workersLucid Group: Not Healthy, But Has A Few Ways To Cheat DeathApple rolls out new Buy Now, Pay Later option in U.S.N-able jumps 8% on addition to SmallCap 600 indexChinese edtech NetClass files for proposed $17M US IPOSkincare products developer CoLabs files for proposed $6M IPONike opens Jordan brand store in Japan

Disney (DIS) launches first of three job-cutting rounds this week - memo (00:41). Binance (BNB-USD) and CEO Changpeng Zhao sued by CFTC over regulatory breaches (update) (03:41). Alibaba (BABA) to break up into six units which may pursue individual IPOs: Report (06:27).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Lyft picks board member David Risher to be new CEOCigna, Humana accused of price fixing in Ohio – WSJForum Energy wins $25M contract to provide desalter systems to Saudi AramcoFull impact of Federal Reserve's tightening still being learned, Fed's Jefferson saysBerkshire Hathaway hikes Occidental Petroleum stake after new purchasesDisney: It's Bob Iger Vs. HollywoodBerkshire Grey: https://seekingalpha.com/symbol/BGRY

FDIC inks deal for First Citizens (FCNCA) to buy Silicon Valley Bank (SIVB). (00:53) Tim Cook lauds Apple's (AAPL) 'symbiotic' relationship with China. (06:06) Curaleaf (CURLF) delays release of Q4, 2022 financial results (07:15).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:WSB SurveyMusk offers Twitter employees stock grants based on $20B valuationSeeking Alpha’s CashFlow Hunter predicted SIVB’s implosion. Here’s what he expects nextMicrosoft's chances of closing Activision deal raised to 70% from 50% at CitiWellness services provider Nava Health MD pulls plans for $8M IPOWWE receives $17.4M from McMahon for investigation costsCarnival Corporation: Improved, But Not EnoughInvesting Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow HunterCashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?CashFlow Hunter: SVB Financial: Blow Up Risk

Apple (AAPL) is looking to invest more in putting movies in theaters. Lululemon (LULU) is set to report earnings this week. And, Dollar General (DG) faces fines of more than $1million over price inaccuracies.Our links:Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch:https://seekingalpha.com/article/4590000-stocks-to-watch-bright-lights-on-big-banksCatalyst Watch:https://seekingalpha.com/news/3951028-catalyst-watch-eyes-on-deutsche-bank-intel-virgin-orbit-and-the-feds-favorite-inflation-gaugeQuick Dividend Stock Picks:https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=falseApple’s Movie Goals:https://seekingalpha.com/news/3950364-apple-looking-to-spend-1b-a-year-to-release-movies-in-theaters?hasComeFromMpArticle=false

Catalyst watch for the week of March 26. Seeking Alpha Managing News Editor, Kim Khan explores the topics Fed speakers will discuss following the FOMC meeting (00:32). Seeking Alpha Associate News Editor, Kevin Curran tells us all eyes will be on Micron Technology, Inc. (MU) and Lululemon Athletica, Inc. (LULU) for their earnings reports (05:02). A hot topic this week was a report that the Blockbuster website is back online. What impact, if any, would the return of a brick-and-mortar video store have on streaming companies like Netflix (NFLX)?(07:23) Finally, do you think the banking crisis is contained? Look out for that survey question in Monday’s Wall Street Breakfast newsletter.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Micron stock climbs 5% as anticipation for memory chipmaker's results growsLululemon bulls call out attractive entry point ahead of earnings next weekCiti expects Lululemon stock to pop post earningsTraders boost bets that Federal Reserve will cut policy rate in June

U.S. prepared to take more actions to ensure deposits are safe, Janet Yellen says (00:50). Deutsche Bank (DB) shares tumble as cost of default insurance spikes (02:03). TikTok (BDNCE) CEO defends 'American data stored on American soil' in House hearing (07:00). Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:SEC warns of 'significant' risk of loss for crypto investorsU.S. oil reserve refill could take 'a few years,' energy secretary saysAccenture to lay off 19,000 people in cost cutting effortDeep Tech Insights: Accenture: Undervalued Intrinsically With Huge Cloud TailwindsJPMorgan, Citigroup said to warn staff not to solicit client business from stressed banksHyundai, Kia recall 570K vehicles due to fire risk, NHTSA saysBoeing Starliner crewed flight delayed again, NASA saysInvesting Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow HunterCashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?CashFlow Hunter: SVB Financial: Blow Up Risk

Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinbase (COIN) stock slides 14% after the bell as SEC warns of potential charges. (04:46) J&J (JNJ) turns to Supreme Court to OK unit bankruptcy plan for talc lawsuits - report (07:34). Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Janet Yellen says not weighing covering all uninsured bank depositsMike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fayBitcoin erases week's gains as Fed's inflation fight rumbles onU.S. bond investors look to sue Swiss over $17B Credit Suisse debt writeoff - reportSEC sues Tron founder Justin Sun for fraud; Lindsay Lohan, Jake Paul among those chargedToshiba board agrees to accept $15.3B buyout proposal from a Japanese consortiumVirgin Orbit Holdings: https://seekingalpha.com/symbol/VORB Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow HunterCashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?CashFlow Hunter: SVB Financial: Blow Up Risk

Federal Reserve faces dilemma — to hike or not as financial shock complicates (00:51). GameStop (GME) soars 31% after the retailer records a surprise Q4 profit (03:49). Credit Suisse (CS) staff deferred bonuses to be suspended as ordered by Swiss Federal council (07:46).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Bill Ackman and Elon Musk among the doves ahead of Fed interest rate decisionShould the FDIC deposit insurance cap be kept, waived or raised?SVB Financial says FDIC took 'improper actions' to cut it off from cash - reportGameStop soars 31% after the retailer records a surprise Q4 profitEli Lilly experiencing shortages of diabetes med TrulicityInvesting Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow HunterCashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab?CashFlow Hunter: SVB Financial: Blow Up Risk

First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JPMorgan (JPM), Deutsche Bank (DB) ties with Epstein to proceed (04:19). Ferrari (RACE) discloses a cybersecurity incident regarding client data (04:57).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Wall Street Breakfast SurveyAmazon cuts 9,000 jobs — and more layoffs could be comingMarcel Knoop: Amazon: Breaking Up The Company From An Accounting StandpointCalifornia to empower oil company watchdog to monitor gasoline pricesBaxter biopharma solutions unit seeing interest from Thermo Fisher, Celltrion - reportCortigent, developer of human vision restoration devices, files for $17M IPOJudge allows suits over JPMorgan, Deutsche Bank ties with Epstein to proceedFlorida Governor Ron DeSantis calls for ban on CBDCCashFlow Hunter: SVB Financial: Blow Up RiskAll-In Podcast: https://youtu.be/yYwfiqYocc0

UBS (UBS) confirms deal to acquire Credit Suisse (CS) for $3.25B in stock (00:39). Midsize banks press FDIC to insure all deposits over next two years - Bloomberg (07:57). Warren Buffett (BRK.B) talking to Biden administration on the banking crisis - report (07:07).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Credit Suisse, UBS tumble in premarket trading after emergency rescueNY Community Bancorp unit agrees to buy Signature Bank deposits, some loansBed Bath & Beyond holds special meeting to seek approval for reverse share split, stock down 9%CashFlow Hunter: SVB Financial: Blow Up RiskAll-In Podcast: https://www.youtube.com/watch?v=yYwfiqYocc0

The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edge. Nike (NKE) is expected to post its fiscal third quarter update. And, NVIDIA (NVDA) will present its latest advancements in AI this week, and analysts say the megatrend is becoming harder to ignore.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch: https://seekingalpha.com/article/4588490-stocks-to-watch-all-eyes-on-the-federal-reserve Catalyst Watch: https://seekingalpha.com/news/3931946-catalyst-watch-google-talks-ai-nordstrom-drama-and-canada-goose-event?hasComeFromMpArticle=false Earnings Week Ahead:https://seekingalpha.com/news/3948534-earnings-week-ahead-nike-chewy-general-mills-gamestop-and-moreMorgan Stanley Upgrades on AI 'Megatrend’:https://seekingalpha.com/news/3948465-nvidia-stock-rises-morgan-stanley-upgrades-ai-megatrend?hasComeFromMpArticle=false

Catalyst watch for the week of March 19. Seeking Alpha Associate News Editor, Kevin Curran explains what could result from the FOMC meeting on March 21, 22, following the recent events surrounding Silicon Valley Bank (SIVB), Signature Bank (SBNY) and First Republic Bank (FRC) (00:37). Kevin gives an earnings and conference preview (03:41). He says to look for reports from Foot Locker (FL) and Nike (NKE) (05:13). In addition, Nvidia (NVDA) is hosting a conference and one of the major topics is AI. Finally, in light of the banking crisis, will the Fed hold? Look out for our survey in Monday’s Wall Street Breakfast newsletter.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:The Honest Company: https://seekingalpha.com/symbol/HNSTExpectations tilt firmly towards 25 bp Fed hike, spurred by bank crisis, ECB decision

First Republic Bank (FRC) sinks after suspending dividend following bank support (00:41). FedEx (FDX) stock flies higher as cost-saving efforts bear fruit (03:04). TikTok (BDNCE) said in talks with potential buyers as U.S. pushes for possible ban - report (05:10). Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Google to boost price of YouTube TV amid rising content costsWarren Buffett’s Berkshire Hathaway adds more Occidental shares, boosting its stake to 23.1%Virgin Orbit reportedly in talks about potential buyoutCashFlow Hunter: SVB Financial: Blow Up RiskMacroTips Trading: National CineMedia: From Bad To WorseCredit Suisse: https://seekingalpha.com/symbol/CS

Credit Suisse (CS) stock jumps 32% as lender secures $54B loan from Swiss National Bank (00:59). First Republic Bank (FRC) gains on report it's evaluating options including a sale (02:22). Virgin Orbit (VORB) plunges on report it's furloughing employees as it seeks funding lifeline (02:40).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:First Republic Bank gains on report it's evaluating options including a saleMike Fay, BlockChain Reaction: Bitcoin: 10 Years Since CyprusSVB, Signature Bank bid deadline set for Friday by FDIC - ReutersCashFlow Hunter: SVB Financial: Blow Up RiskApple supplier, Foxconn to debut manufacturing AirPods at a $200M factory in TelanganaRobinhood COO Gretchen Howard to leave at 2023 end - filingBoeing estimates aircraft financing will reach pre-pandemic levels this year

Silicon Valley Bank (SIVB) collapse, insider stock sales investigated by regulators - report (00:47). TikTok said to consider splitting from ByteDance (BDNCE) if it can't reach U.S. agreement (02:43). Credit Suisse (CS) stock plunges to record low as top investor rules out further support.(06:25)Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Facebook parent Meta Platforms slashes another 10,000 jobsSVB Financial confirms that Goldman was buyer of underwater securities last weekFed to consider tough rules for midsize banks following SVB failure- reportDOJ was probing Signature Bank's work with crypto clients ahead of collapse - reportApple said to delay bonuses for some staff, freeze hiring over cost scrutinyUnivar jumps after Apollo Global agrees to acquire for $8.1B (update)Tyson Foods set to lay off 1,700 employees, close two plantsBoxed plunges after saying it's evaluating potential bankruptcy filing, other optionsInvesting Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven CressModine Manufacturing Company: https://seekingalpha.com/symbol/MOD

FDIC is reportedly planning another auction of Silicon Valley Bank (SIVB) (00:45). Credit Suisse (CS) discloses 'material weakness' in reporting procedures (04:23). CPI watch: All eyes on inflation data for clues on Fed rate hike path (03:15).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Federal Reserve to review its oversight of Silicon Valley Bank, led by Michael BarrNetflix said to be considering alternatives for ad operationsIP Banking Research: Credit Suisse: I Am Selling (Rating Downgrade)Amgen facing class action suit over owing more than $10B in back taxes and penaltiesBoeing is said to be close to selling almost 80 Dreamliners to two Saudi airlinesUber, Lyft and DASH notched higher as California court classifies drivers as contractorsSurveyMonkey parent Momentive to be taken private in deal valuing it at ~$1.5BWSB Survey, Favorite Wall Street Movie?: https://forms.gle/7eUdiDvXxPNVGYpT6

Silicon Valley Bank (SIVB) depositors to have access to all funds on Monday (00:38). Federal Reserve creates lending facility for banks.(01:35) Signature Bank (SBNY) taken over by New York Department of Financial Services (01:07).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:First Republic gets liquidity support from Federal Reserve, JPMorgan ChaseHSBC acquires Silicon Valley Bank UK for £1Cash Flow Hunter: SVB Financial: Blow Up RiskCoinbase had $240M cash balance at Signature Bank, expects full recoveryEtsy sellers impacted by collapse of Silicon Valley Bank - reportsRAPT Therapeutics, Repare Therapeutics among biotechs to disclose exposure to Silicon Valley BankAll-In Podcast: https://www.youtube.com/watch?v=CEee7dAk25cBill Ackman says more banks will fail, but now have government 'roadmap' to manage them'Everything Everywhere' strikes blow for indie filmmaking at OscarsMarch Madness is here - time to buy or fade sports betting stocks?

The February Consumer Price Index to be released this week. Drama ensues over the Silicon Valley Bank (NASDAQ:SIVB) meltdown, while investors remain wary over a possible contagion effect. And, the upcoming Fedex (FDX) earnings report could offer some insight into the state of the U.S. economy.Our links:Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch: https://seekingalpha.com/article/4586598-stocks-to-watch-investors-prep-for-cpi-nail-biter-earnings-reports-from-fedex-xpeng-and-dollar-generalCatalyst Watch: https://seekingalpha.com/news/3946540-catalyst-watch-microsoft-ramps-up-ai-talk-fedex-earnings-and-voting-drama-with-amc-entertainment-ritchie-bros Earnings Week Ahead: https://seekingalpha.com/news/3946443-earnings-week-ahead-adobe-fedex-lennar-xpeng-dollar-general-and-more Microsoft and AI: https://seekingalpha.com/article/4584581-breaking-down-generative-ai-microsoft-music-plays-elsewhere-than-in-search

Catalyst watch for the week of March 12. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week featuring CPI (00:32). Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview (02:13). He says to look for reports from Adobe (ADBE), FedEx (FDX) and Dollar General (DG). In addition, the hosts discuss whether Silicon Valley Bank (SIVB) will get a bailout and the impact the news is having on other banks (04:02). Finally, Kim wants to know, what is your favorite Wall Street movie (10:01)?Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:SVB Financial's attempts to raise capital failed; in talks for sale - reportNonfarm payrolls growth stronger than expected; unemployment rises to 3.6%Charles Schwab stock selloff deepens; Morgan Stanley calls it overdone

SVB Financial Group (SIVB) plunges 60%, leads banks lower (00:52). February jobs expected to ease from January's blowout number (02:52). Biden's budget proposal seeks to increase taxes on rich, boost spending, cut deficit (03:48).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:SVB Financial Group: https://seekingalpha.com/symbol/SIVBFed is creating team of experts to keep track of crypto developments, Barr saysSEC makes Blackbaud pay $3M for misleading about 2020 cyberattackPishPosh postpones $9M IPO, two days after shares were priced

Credit Suisse (CS) shares drop after it delays annual report over SEC queries (00:48). Silvergate Capital (SI) to wind down operations, liquidate Silvergate Bank (01:54). Walgreens' (WBA) $54M contract with California to be canceled over abortion pill access (05:27).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay Boeing will see stronger oversight from Federal Aviation AdministrationBHP to bypass lithium while maintaining focus on copper, nickelBHP Group: Future Looks Good, But The Stock Is Not Yet A BuyWWE sheds loss amid report it's pursuing legal betting on scripted matches

S&P, Nasdaq, Dow futures tick up as market braces for the return of Powell (1:00). Senators unveil bill to rein in TikTok (BDNCE), 'adversarial' tech (06:49). Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) buys another 5.8M Occidental (OXY) shares (08:34).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:WW International, Inc. https://seekingalpha.com/symbol/WWNot All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)SoFi sues Biden administration seeking to end student loan payment pauseSoFi: Banking Its Way To GAAP ProfitabilitySohn dropping unsuccessful 16-month bid to join FCCWeWork said to be in talks to overhaul over $3B of debt, raise more cash

Investors eye Powell's Senate testimony for rate hike clues amid hot economic data (00:48). Meta Platforms (META) is reportedly ready to cut thousands more jobs as soon as this week (01:59). Why did Spirit Airlines (SAVE) stock slide on Monday? JetBlue (JBLU) deal looks potentially doomed (02:33).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Google prepares workers for fewer senior promotions - reportGOOG Vs. GOOGL Stock: 2 Ways To Buy Alphabet, One Of Them Is Always BetterParamount exploring selling control of BET media assets; Perry expresses interest (updated)WW buying telehealth provider Sequence; provides easier access to obesity drugsAmazon self-driving unit Zoox faces safety probe

Hawley expected to introduce a bill to ban senior federal officials from stock trading. More cost cuts? Amazon (AMZN) is shuttering Go stores after HQ2 construction halt. Tesla (TSLA) slashes U.S. Model S and Model X prices to surge consumer demand.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Norfolk Southern says second derailed train in Ohio contains no toxinsDocuSign: Lots Of Potential In An Expensive Stock; Taking A Wait-And-See ApproachMore cost cuts? Amazon is shuttering Go stores after HQ2 construction haltTesla slashes U.S. Model S and Model X prices to surge consumer demandAirbnb cuts 30% of recruiting staff (update)Johnson & Johnson's Stelara demonstrates long-term efficacy in Crohn's disease

The February U.S. jobs report could mean interest rates will be raised more than expected. The NBA is rolling toward a new multiyear deal for rights to its games, putting pressure on ESPN (NYSE:DIS) and Turner (NASDAQ:WBD). Tesla's (NASDAQ:TSLA) bid to be the world's largest automaker could get a boost from its new massive Mexico Gigafactory.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch: https://seekingalpha.com/article/4584452-stocks-to-watch-jobs-report-drama-could-flip-the-script-for-investorsCatalyst Watch: https://seekingalpha.com/news/3944067-catalyst-watch-general-electric-apple-chevron-black-knight-and-ethereum-in-the-spotlightNBA Seeks New Rightsholder: https://seekingalpha.com/news/3944191-espn-turner-and-media-names-get-ready-to-pay-dearly-in-new-nba-dealTesla’s new Mexico factory: https://seekingalpha.com/news/3943819-teslas-bid-to-be-the-worlds-largest-automaker-could-get-a-boost-from-huge-mexico-gigafactory

Catalyst watch for the week of March 5. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including what to expect in the non farm payrolls report and why the report is a week later than usual. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says the season is slowing but look out for reports from DocuSign (DOCU) and JD.com, Inc (JD). In addition, the hosts discuss recent TikTok (BDNCE) headlines including a ban from federal devices. Is this politics at play and which social media company could benefit from a total U.S. ban? Finally, Kim wants to know, Which S&P sector do you believe will be the best performer in 2023?Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Pressure on TikTok intensifies as EU looks to ban federal usageWhite House declares 30 days timeline to get rid of TikTok app from federal devices

Ericsson (ERIC) paying $207M fine to resolve breached DOJ deal. Apple (AAPL) supplier, Foxconn (FXCOF) said to build $700M iPhone plant in India in shift from China. S&P, Nasdaq, Dow futures edge up as yields retreat. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Sprouts Farmers Market: A Peter Lynch StoryWhy did Silvergate (SI) tank? Stock hits record low on potential going concern risk.Parkland nixes planned renewable diesel project, citing U.S. lawNorfolk Southern and other big railroads will join the FRA 'close call' programHPE buys Israeli cloud security firm Axis SecurityVegan fast-food chain Odd Burger files for Nasdaq uplisting, $12M offeringBetter Choice lays off 25% of its workforceCiti said to cut less than 1% of workforce, with investment-banking staff targetedESPN looking to help users find sports streams - even on its rivals, report says

Biden's first veto set to counter anti-ESG investing bill. Salesforce (CRM) shares climb as earnings outlook, results suggest more strength ahead. Tesla's (TSLA) new master plan includes next-gen EV platform, leading Earth's path to a sustainable economy.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Silvergate sinks 32% as annual report filing delayed amid higher losses, regulatory probeLithium Americas can start digging at Thacker Pass, appeals court denies injunctionCrypto exchange Kraken said to stop using Signature Bank for dollar deposits, withdrawalsMicrosoft-Activision review gets two more weeks from Europe watchdogMike Fay: https://seekingalpha.com/author/mike-fayEli Lilly slashes insulin prices by 70%, places $35 monthly out-of-pocket capEli Lilly Is Still Overvalued But Should Be On Your Watchlist

Tesla (TSLA) Investor Day preview: Are cheaper electric vehicles part of the master plan? General Motors (GM) cuts jobs despite pledges to the contrary. FTX's (FTT-USD) Singh to plead guilty to fraud charges; SEC, CFTC file separate complaints (update). Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Goldman Sachs said to be open to hiring staff for digital assets groupGoldman is said to evaluate sale of GreenSky - reportChinese medical device maker MED EIBY files for $20M US IPOEric Basmajian: https://seekingalpha.com/author/eric-basmajianInvesting Experts Podcast: The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research)

Supreme Court to hear case on Biden's student loan forgiveness plan. Ron DeSantis puts Disney's (DIS) special Florida district under state control. Altria (MO) is reportedly in a deal for vaping brand NJOY (updated).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Plaintiffs ask for emergency injunction for Thacker Pass lithium mine before digging startsUS GoldMining, a unit of Canada's GoldMining, files for $20M US IPOSnap launching 'My AI' chatbot for subscribersMeta Platforms building 'top-level' product group focused on AI, Zuckerberg saysPalantir job cuts to hit 2% of workforcePoll: What do you think about a 4-day trading week?

Pfizer (PFE) reportedly in early stage talks to acquire Seagen (SGE). Nokia (NOK) revamps iconic logo in strategy shift away from phone business. Nasdaq, S&P, Dow futures rise with durable goods orders in view. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Union Pacific looking for new chief executive amid activist pressureSeagen: Back On Track, Priced About Right

Tesla’s (TSLA) biggest event of the year is this week, where they’ll focus on their plan to make electric vehicles more affordable. In the retail sector, Target (TGT) is due to report earnings this week. And, the Mobile World Congress in Barcelona will give consumers an anticipated update on the 5G ecosystem.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow LinksStocks to Watch: https://seekingalpha.com/article/4581774-stocks-to-watch-tesla-rivian-chevron-and-goldman-sachs-could-see-joltsCatalyst Watch: https://seekingalpha.com/news/3940433-catalyst-watch-tesla-event-microsoft-talks-chatgpt-rivian-earnings-and-chevronMobile World Congress: https://seekingalpha.com/article/4581108-early-mwc-news-5g-infrastructureTesla Investor Day: https://seekingalpha.com/news/3940940-tesla-investor-day-preview-are-cheaper-electric-vehicles-part-of-the-master-plan

Catalyst watch for the week of February 26. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including Chicago PMI. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says several retailers including Lowe’s (LOW) and Target (TGT) are due to report. In addition to retailers, look for reports from EV charging, auto and energy companies. Kevin also gives a detailed breakdown of what investors could see from Tesla’s (TSLA) 2023 Investor Day event. Finally, Kim is asking, “What do you think of a 4-day trading week?” Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Tesla announces global engineering HQ in Palo AltoTesla weighing takeover bid for Sigma Lithium - BloombergTesla's potential lithium deal is sized up by analysts

Yellen warns on global economy as China pushes ceasefire in Ukraine. DOJ reportedly set to sue Adobe (ADBE) over $20B Figma acquisition. Boeing (BA) said to freeze deliveries of 787 jets over documentation questions.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Sam Bankman-Fried indicted on more criminal charges over FTX collapseRetirement analysis: Fidelity reveals average 401(k) lost 23% in 2022Adobe: A Compounder That May Beat The Market

Tesla (TSLA) announces global engineering HQ in Palo Alto. AI is at 'an inflection point' according to Nvidia's (NVDA) CEO. DOJ moves forward on yet another Google (GOOG) (GOOGL) antitrust case, over Google Maps.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Wells Fargo lays off mortgage bankers as it streamlines home lending business - reportApple nears bid to shake up glucose monitoring market – BloombergStarbucks jolts the coffee market with its biggest product launch in yearsMike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fayNvidia: Soaring On Q4 Earnings Beat

Why did Home Depot (HD) stock slide on Tuesday? Earnings left room for improvement. Walmart (WMT) warns shoppers are pulling back on spending. Backlash at Amazon (AMZN) after employees ordered back to the office.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:News Corp. says no more talks about selling Move unit to CoStar GroupOne Medical jumps on report FTC won't challenge Amazon purchaseU.S. to trim mortgage insurance costs in bid to boost affordability - reportTyson Foods acquires Williams Sausage Company for undisclosed amountTop 10 Stocks For 2023Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven CressSigma Lithium Corporation: https://seekingalpha.com/symbol/SGML

Russia's Putin gives speech following Biden's visit to Ukraine. Ericsson (ERIC) said to axe 1,400 jobs in Sweden. Meta (META) to launch monthly subscription service for Instagram , Facebook - reports. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Meta to launch monthly subscription service for Instagram, Facebook - reportsEricsson said to axe 1,400 jobs in SwedenUber reportedly in a deal with Tata Motors to launch 25,000 EVs in IndiaHong Kong opens doors to retail investors for trading large crypto tokensNBA inks new strategic partnership with China's Ant GroupTencent reportedly in talks to sell Meta's Quest 2 VR Headset in ChinaSlowing 5G Spend And Strategic Missteps Have Ericsson Shares On The Mat

Russia’s central bank says it will roll out a digital currency pilot, following in Japan’s footsteps.One of the biggest consumer events of the year will take place next week in New York City.And why garbage stocks, like Waste Management (NYSE:WM), could be the next big play for investors. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow LinksStocks to Watch: https://seekingalpha.com/article/4579610-stocks-to-watch-retail-gets-tested-with-walmart-home-depot-and-cagny-conference-on-tapCatalyst Watch: https://seekingalpha.com/news/3937806-catalyst-watch-spotlight-on-retail-earnings-lucid-group-silvergate-capital-and-radwareRussia's new digital currency: https://seekingalpha.com/news/3937846-russians-central-bank-to-roll-out-digital-ruble-pilot-in-april

Catalyst watch for the week of February 19. Seeking Alpha Director of News, Jerry Kronenberg gives a rundown of the catalysts for the week including FOMC minutes. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says Home Depot (HD) and Walmart (WMT) are reporting next week with Lowe’s (LOW) and Target (TGT) the following week. One key data point to note is bloated inventory, a previous issue for some retailers.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Are retailers finally wrangling inventory issues?Catalyst watch: Spotlight on retail earnings, Lucid Group, Silvergate Capital and Radware

Apple (AAPL) said to start laying off contractors in recent days. Tesla (TSLA) falls into negative territory after recalling +360K vehicles in the U.S. Norfolk Southern (NSC) under pressure as another train derails near Detroit.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Applied Materials rises as guidance tops estimatesLife Storage turns down Public Storage's $11B offer for companyBJ’s Restaurant posts stronger than expected profits, eyes price increasesMKSI's Ransomware Attack Could Have Significant Implications For Applied Materials

U.S. has until July-September to avert debt-ceiling breach, CBO estimates. Apple (AAPL) reportedly planning on mixed-reality headset debut in June. Binance USD (BUSD-USD): The Wells Notice Is A Big Deal For All Of Crypto. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Apple granted patent for foldable device as speculation mountsTrulieve begins ads on Twitter, first US cannabis company to advertise on the mediumTesla's Model Y is sold out in the U.S. for this quarterMike Fay: https://seekingalpha.com/author/mike-fay

Jeffrey Smith's Starboard Value adds Salesforce (CRM), Vertiv (VRT), exits Huntsman (HUN), ACIW (ACIW). Berkshire Hathaway (BRK.A) (BRK.B) adds to Apple (AAPL) stake, pares US Bancorp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It? Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Avaya files for bankruptcy, draws $780M in new financingGrove Collaborative announces Walmart, Amazon launch (update)Investing Experts: Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)JEPI JPMorgan Equity Premium Income ETF: https://seekingalpha.com/symbol/JEPI

CPI expected to jump M/M in January but cool Y/Y; don't expect a Fed pivot. Boeing (BA) said to plan $24M investment for logistics center in India. Ford (F) confirms $3.5B battery plant, downplays political risk of CATL partnership, cutting jobs in Europe. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Microsoft begins rolling out ChatGPT for desktop use; mobile devices still to comeNBC Sports reportedly planning serious bid to reclaim NBA rightsSuper Bowl ratings rise 1% from last year, with bump from RihannaFidelity National Information Services: https://seekingalpha.com/symbol/FISFord: 2 Billion Reasons To Buy

China accuses U.S. of flying spy balloons since early 2022. Fidelity National Information (FIS) plans to spin off its merchant business - report. Catalyst watch: Inflation reads, Roblox (RBLX) and DoorDash (DASH) in the spotlight.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Palantir: Nearing A Danger Zone Ahead Of Q4 Earnings (Technical Analysis)Palantir Technologies Q4 2022 Preview: What To Watch ForMeta Platforms: https://seekingalpha.com/symbol/META

In the U.S., key reports due out putting the spotlight once again on inflation and interest rates.Football fans are counting down the minutes until the superbowl, as bets are likely to be wagered by 30 million, and advertisers are dropping 7M dollars for airtime, during the most watched event of the year. Meanwhile, Apple (AAPL) takes over from Pepsico (PEP) as the sponsor of this year's halftime show, headlined by none other than Rihanna.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Stocks to watch: https://seekingalpha.com/article/4577369-stocks-to-watch-big-week-on-tap-for-anheuser-busch-snap-cisco-and-aptivSuperbowl spotlight: https://seekingalpha.com/news/3934845-super-bowl-spotlight-will-include-apple-draftkings-gm-and-diageoCatalyst watch: https://seekingalpha.com/news/3934884-catalyst-watch-inflation-reads-roblox-and-doordash-in-the-spotlight

Catalyst watch for the week of February 12. Seeking Alpha Senior Managing News Editor, Kim Khan talks about what to expect with CPI. He and Seeking Alpha Senior News Editor of Media and Telecom, Jason Aycock also discuss the AI Summit West with a look back at an AI heavy week. Kim also gives an Applied Materials (AMAT) earnings preview. In addition, Jason takes a deep dive into Super Bowl advertisements, how long it took Fox (FOX) to sellout and the industry we won’t see in the ads this year.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Fox sells out Super Bowl ads, no thanks to crypto 'implosion'; Brady makes broadcast plansUsed auto prices rise in January after dealers loaded up on inventoryApplied Materials: https://seekingalpha.com/symbol/AMAT

Apollo's (APO) Yahoo to lay off more than 20% of staff in digital ad strategy shift. Lyft (LYFT) sinks 30%+ after hours as weak Q1 guidance disappoints Wall Street (update). Coinbase (COIN) tumbles on fears the SEC could do away with crypto staking.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Micron dips as it suspends bonuses, cuts executive salariesMicrosoft-owned GitHub said to cut 10% of staff, to go fully remoteChick-fil-A comes out of the lab with a new plant-based sandwich; Beyond Meat -5%PayPal Holdings' Dan Schulman to retire at year end after eight years as CEOTradevestor: Lyft Needs A Lift, But Is Unlikely To Get One

Disney (DIS) earnings call: Company cutting 7,000 jobs, aims to restore dividend in '23. Why did Alphabet (GOOG) (GOOGL) stock slip? Blame Bard mistake, underwhelming AI event. Affirm (AFRM) stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Netflix expands account-sharing approach to four countriesPost to buy 9Lives, other pet food brands from Smucker in $1.2B dealGoogle Labs VP exiting to form AI start-up with Salesforce ex TaylorAffirm stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announcedMike Fay with BlockChain Reaction: https://seekingalpha.com/author/mike-fay The 'Optimism' Is Strong In This One

Biden says in the State of the Union economy is building 'from the bottom up.’ Zoom (ZM) jumps as CEO says company will lay off 1,300 workers. Microsoft (MSFT) tops $2T market cap as it unveils AI-powered Bing, Edge browser.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Apple Pay Later coming soon as tech giant pushes into financial servicesMeta settles lawsuit over its infinity-symbol logoeBay announces hundreds of job cutsInvesting Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For 2023

AI frenzy: Baidu (BIDU) confirms plan to launch ChatGPT-like bot called 'Ernie'. Google (GOOG) (GOOGL) to launch Bard chatbot for feedback as it steps up AI competition. Boeing (BA) to cut 2,000 white-collar jobs in finance, HR - report. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Economy in focus at Biden's State of the Union addressBed Bath & Beyond pares monster gain after convertible stock deal announcedCVS close to acquiring Oak Street Health for $10.5B - WSJRestaurant groups Cava, Fogo, Panera reportedly eyeing 2023 IPOsSam Bankman-Fried reaches deal with federal prosecutors on use of encrypted appsDalius Taurus: https://seekingalpha.com/author/dalius-taurus/

U.S.-China relations on edge after spy balloon is shot down. Dell (DELL) to slash 6,650 jobs, ~5% of global workforce - report. After recent cuts, Tesla (TSLA) lifts Model Y prices in the U.S. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Fitness mirror vendor Interactive Strength, d.b.a. Forme, sets terms for $14M IPOPublic Storage offers to acquire rival Life Storage for $11BElon Musk wins Tesla shareholder lawsuit over 2018 ‘funding secured’ tweetDisney could license content to rivals as part of Iger's new company directionLogos Capital Management: https://seekingalpha.com/author/logos-capital-management The Value Analyst: https://seekingalpha.com/author/the-value-analyst

Catalyst watch for the week of February 5. Seeking Alpha Senior Managing News Editor, Kim Khan speaks with Julie Morgan about an error in Fed Chair Jerome Powell’s remarks and how upcoming fed speakers will finetune the message. In addition, Khan gives a Chipotle (CMG) earnings preview. He also discusses how the Glazer family’s loss of Tom Brady from the Tampa Bay Buccaneers will be softened by the sale of Manchester United (MANU).Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Catalyst watch: Google talks AI, Nordstrom drama and Canada Goose eventChipotle Mexican Grill: https://seekingalpha.com/symbol/CMGChipotle announces plan to hire 15,000 new employeesManchester United: https://seekingalpha.com/symbol/MANU

Apple (AAPL) would've grown in 'vast majority' of markets if not for FX headwinds: Cook. Alphabet (GOOG) (GOOGL) CEO Pichai touts AI, but says business is 'more challenging'. Amazon (AMZN) stock moves lower on mixed earnings result (update). January nonfarm payroll report should show slower growth, but will it suit the Fed?Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:UnitedHealth, Humana take hit on low Medicare Advantage payment increase for 2024Nordstrom jumps 30% on report activist Ryan Cohen takes stakeWeighing Machine: Nordstrom: Cheap But I'm Not Buying

Meta Platforms (META) rockets as Q4 results surpass expectations, unveils $40B buyback. Markets should 'feel better' by progress in debt limit talks - McCarthy. Crypto Thursday with Mike Fay, BlockChain Reaction on the Bitcoin (BTC-USD) and Ethereum (ETH-USD) rally following the Fed announcement.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:An Investor Roadmap For 2023 U.S. Debt Ceiling CrisisPeloton: https://seekingalpha.com/symbol/PTONMike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fayFTX founder Sam Bankman-Fried's bail conditions amended by judgeMerck COVID-19 pill linked to virus mutations – study

Federal Reserve poised for 25-bp rate hike; expect tough talk from Powell. Intel (INTC) cutting employees' pay, trimming CEO salary by 25% in downturn. The TACK ETF (TACK) And Market Outlook With Katie Stockton And Austin Hankwitz. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Snap earnings call: Improvements will take time to hit top line, CEO saysFeeling the heat from ChatGPT, Google is testing new AI productsThe TACK ETF And Market Outlook With Katie Stockton And Austin HankwitzCannabis vaping and tobacco products vendor Ispire files for $42M IPOPayPal to lay off 2,000 employees in another round of cost cuts, stock rises over 3%Whole Foods presses supplier to cut pricesMichael Wiggins De Oliveira: https://seekingalpha.com/author/michael-wiggins-de-oliveira

U.S. could avoid recession in 2023: IMF upgrades latest forecasts. Alibaba (BABA) shares slump on rumor it could move HQ to Singapore. Paramount+ (PARA) merging with Showtime, in linear/streaming reworking.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Groupon approves new restructuring phase, will shed 500 jobsCarvana Is Likely Going To Crash Yet AgainJ&J falls after appeals court rules company can't use bankruptcy to end cancer suits (update)COVID-19 public health emergency coming to an end May 11, Biden says

China's Baidu (BIDU) will reportedly release ChatGPT-like bot in March. Philips (PHG) stock rises as Q4 sales climb; supply chain issues, jobs cuts and 'slow start' in 2023. Boeing (BA) plans to hire 10,000 workers this year.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Catalyst watch: Eyes on tech earnings, Chinese EV stocks, Peloton and Church & DwightCost cuts? Minimum purchase requirement raised at Amazon FreshNetflix dominates most-streamed programs of '22, as original programming growsDaniel Giron: https://seekingalpha.com/author/daniel-giron

Catalyst watch for the week of January 29. Seeking Alpha Senior Managing News Editor Kim Khan speaks with Julie Morgan about the upcoming FOMC meeting and gives a preview of Alphabet (GOOG) (GOOGL) earnings. In addition, Khan discusses Q4 GDP and what analysts are saying about a recession in 2023. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Alphabet: https://seekingalpha.com/symbol/GOOGOil Markets: Geopolitics and China's Reopening with Jennifer Warren (Podcast)

Intel (INTC) plunges after Q1 guidance badly misses expectations. Walmart (WMT) plans to expand Sam's Club for the first time in five years. Travel demand: Airbus (EADSY) to recruit 13,000 new employees in 2023.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Why did Salesforce stock go up today? reports on possible addition of new directorsIntel: The Dividend May Be In DangerHasbro COO Eric Nyman steps down; to eliminate 1,000 full-time positions in 2023Medical device maker NeurAxis sets terms for $15M IPOChinese logistics services provider Shengfeng sets terms for $25M US IPO

Tesla (TSLA) cruises past profit expectations, tips new model and Cybertrucks are on the way. Shopify (SHOP) stock surges on pricing plan increases. Toyota (TM) Motor names new CEO and Chairman. Mike Fay’s take on Bitcoin’s (BTC-USD) rise.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:A Threat To Shopify That All Bulls Must ConsiderTobacco giants look at deal options with JuulMeta bringing Trump back to Facebook, InstagramWill the U.S. supply Ukraine with fighter jets after tank approval?Mike Fay with Block Chain Reaction: https://seekingalpha.com/author/mike-fayInvesting Experts Podcast: The SEC Is Coming For Crypto + Mike Fay's Top Token For 2023

Tesla (TSLA) earnings preview: Wildcards include deliveries guidance, margin read-throughs and CEO succession hints. U.S. poised to send dozens of M1 Abrams tanks to Ukraine. Netflix (NFLX) - Are You Still Investing? With Beth Kindig And Knox Ridley. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Carvana reaches deal to continue sales in IllinoisRocket Lab rallies after successful launch from U.S. soilMurdoch calls off plan to re-merge Fox, News Corp.General Dynamics: Positive Risk/Reward Going Into Q4 EarningsInvesting Experts Podcast Beth Kindig: https://seekingalpha.com/author/beth-kindigKnox Ridley: https://seekingalpha.com/author/knox-ridley

DOJ poised to file second antitrust lawsuit against Google (GOOG) (GOOGL). Ticketmaster (LYV) exec to tell Senate panel of lessons learned in Swift ticket fiasco. Amazon (AMZN) dives deeper into healthcare with generic prescription service. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Bankrupt Genesis gets court nod for first day motionsPliant Therapeutics begins $175M public offering; closes up 35%HighPeak Energy to evaluate strategic options including possible saleTesla CEO Elon Musk testifies 'funding secured' tweet was the real dealFleshing Out Tesla Analysts' Fourth Quarter Estimates3M: Looking Past The LawsuitsVerizon Is Interesting And Cheap

Activist Elliott Management said to take a large stake in Salesforce (CRM) - WSJ. Spotify (SPOT) plans dismissal of staff as soon as this week to cut costs. Abbott (ABT) under DOJ criminal probe over behavior at Michigan baby formula plant.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Catalyst watch: Tesla reverberations, Intel earnings, Rocket Lab launch and Macau stocks on holidayFormer FTX US head raises $5M from Coinbase, Circle to build out new crypto ventureGM and LG cancel plans for fourth US plant Proterra to cut 300 jobs as it consolidates manufacturing plantsSpotify Techology S.A. (SPOT)

Today’s show focuses on the catalyst watch for the week of January 22. Seeking Alpha Managing Editor, Kim Khan explores GDP and gives a preview of Tesla (TSLA) earnings. Khan and Julie Morgan discuss the highlights from the latest Elon Musk legal showdown over tweets from 2018 about taking Tesla private. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Elon Musk faces another legal showdown over taking Tesla private tweet. Tesla earnings are next week and the whole EV sector could get a jolt.World trade is expected to lag global GDP growth as trade patterns shift, BCG says.

Alphabet (GOOG) (GOOGL) to cut 12,000 jobs worldwide. Netflix (NFLX) earnings: Stock gains as subs, revenues clear expectations bar. T-Mobile (TMUS) investigates 37M customer account data breach. DCG’s crypto lending subsidiary Genesis files for bankruptcy protection in New York. Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Wayfair is reportedly laying off 1K workers as pandemic boom reversesBoeing ordered to hear felony charge related to 737 Max crashesCapital One Financial lays off over 1K tech employeesConcert Pharmaceuticals (CNCE)Ally Financial (ALLY)Regions Financial (RF)

U.S. government set to hit the debt ceiling today: What's next? Genesis Global likely to file for bankruptcy this week - report. Vroom (VRM) slashes workforce by 20%.

Microsoft (MSFT) may cut engineering jobs and could unveil the layoffs Wednesday. Elon Musk faces another legal showdown over taking Tesla (TSLA) private tweet. Apple (AAPL) plans cheaper mixed-reality headset, postpones AR glasses.

Where to invest? China's population drops for the first time in decades. Activist Ryan Cohen takes stake in Alibaba (BABA) in push for more buybacks - report. Xpeng (XPEV) cuts prices on most models following Tesla (TSLA), Seres.

'Tis the earnings season as biggest U.S. banks start festivities, Wall Street extends rally on Thursday and compensation is cooking.

What will today’s Consumer Price Index bring? Peltz at it again and damaged database disrupts travel.

Wells Fargo unveils plans to step back from housing market, the World Bank slashes global growth forecast and Fed Chair not a 'climate policymaker.'

Disney CEO says office is the Happiest Place on Earth; traders probe Federal Reserve and Virgin Orbit gets grounded.

Chaos in Brazil as thousands of supporters of former Brazilian President Bolsonaro stormed the country's government buildings on Sunday. The 'right-to-repair' movement is making its way through the agriculture sector, with Deere and Co. (NYSE:DE) giving its U.S. customers the right to fix their own equipment. Arguing that the tactics are used to to suppress wages and hamper innovation, the Federal Trade Commission last week proposed a rule that will ban employers from imposing noncompete clauses on their workers.

Nonfarm payrolls report to provide insight into inflation, Fed policy. Raytheon (RTX) exploring $1B sale of actuation business - report. ChatGPT creator OpenAi in talks for tender offer at $29B valuation - report. Boeing’s (BA) safety procedures face review by a new FAA panel.

Amazon (AMZN) to lay off over 18k employees. Salesforce (CRM) shares climb as CEO says company 'hired too many people'. 2022 marks worst showing for U.S. car sales in over a decade. Lordstown (RIDE) expects ‘slow rate of production’ through Q1.

Apple (AAPL) dips below $2T Market Cap. Tesla (TSLA) jolts investors again. Rivian (RIVN) produced 10K vehicles in Q4, comes up short of full-year target. Victoria’s Secret (VSCO) stock sinks on executive exit.

Is a U.S. recession or economic recovery in store for 2023? Tesla (TSLA) China boss Tom Zhu to take charge of US factories, US & Europe sales operations. Catalyst watch: CES reveals and healthcare updates lead off 2023.

Southwest Airlines (LUV) plans ‘return to normalcy’ on Friday. Apple (AAPL) rebounds as Foxconn iPhone plant reportedly at 70% capacity. S&P futures (SPX) slip as bulls fight to close out the year with a weekly win. Check out 2022 in review from the Wall Street Breakfast one-page summary.

Apple (AAPL) falls 3%, hits 52-week low as iPhone estimates continue to fall. FTX's (FTT-USD) Sam Bankman-Fried expected to enter a plea next week. U.S. to require negative COVID tests for travelers coming from China. Novartis (NVS) to pay $245M to settle antitrust lawsuit on hypertension drug Exforge.

U.S. considers new COVID precautions on travelers from China. YouTube (GOOG) (GOOGL) needs at least 2.3M subscribers to break even on NFL Sunday Ticket deal. BOC Aviation (BCVVF) orders additional 40 Boeing (BA) 737-8 Jets.

DOT investigates Southwest Airlines (LUV) over 'unacceptable' flight cancellations. Shares of China's biggest funeral company (OTC:FSHUF) soar as zero-COVID abandoned. U.S. retail sales up 7.6% in holiday season as deals lure consumers - Mastercard (MA) report. Tesla (TSLA) to pursue reduced Shanghai production through January - Reuters.

Tesla (TSLA) CEO Elon Musk says he will pause his share sales for two years. Sam Bankman-Fried released on $250M bond, house arrest. 3M (MMM) military earplug judge blocks effort to shift blame to bankrupt unit.

Bankman-Fried associates Ellison and Wang plead guilty to federal fraud charges. Micron Technology (MU) to cut 10% of workforce as chip market doldrums continue. Netflix (NFLX) to invest $850M in New Jersey production hub.

Ukraine President Zelenskiy to visit White House, address Congress. Google's (GOOG) (GOOGL) YouTube said in talks for rights to NFL Sunday Ticket - reports. Elon Musk confirms he will resign as Twitter CEO once he finds a replacement. Nike (NKE) gains after sales, margins top expectations despite inflation headwinds.

Sam Bankman-Fried, former FTX (FTT-USD) CEO, agrees to extradition to the U.S. after snag - report. Elon Musk mum on poll results but looks to change voting rules. Boeing (BA) is likely to receive an extension on the 737 safety deadline in a spending bill.

Wall Street says retail sales show more Scrooge than Santa. Elon Musk loses Twitter leadership poll with majority saying he should step down. L3Harris (LHX) confirms deal to acquire Aerojet Rocketdyne (AJRD) for $4.7B. VF Corp. (VFC) evaluating sale of Jansport backpack business - report.

In this episode we’re joined by Jennifer Warren. We’re discussing the oil markets and the impact of China’s reopening. Warren’s areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Energy Trends Insider, and many others. Plus, Kim Khan brings this week’s Catalyst Watch, the new poll for the week, and a preview of Micron Technology’s (MU) earnings.

S&P, Nasdaq, Dow futures trade mixed after the post-Fed selloff. SPAC DWAC falls after `major announcement' is a Trump digital trading card. Southwest Airlines (LUV) reaches an industry-leading deal with the largest union.

Musk sells nearly $3.6B more in Tesla (TSLA) stock. Citigroup (C ) to exit consumer banking business in China, impacting 1,200 employees. Microsoft (MSFT) sets new investment in $3B silicon battery startup. Warner Bros. Discovery (WBD) falls as it expects higher restructuring charges.

Federal Reserve poised to hike by 50 bps, but when will it pause rates? Bahamas judge denies bail for FTX (FTT-USD) founder Sam Bankman-Fried. Apple (AAPL) may allow alt app stores on iPhones, iPads to meet EU rules.

FTX's (FTT-USD) Bankman-Fried arrested in Bahamas, country says. Has inflation peaked? What to watch in today's CPI report. IBM (IBM) and Rapidus join hands to build semiconductor technology and ecosystem in Japan.

Amgen (AMGN) to acquire Horizon Therapeutics (HZNP) for $27.8B in cash. A recession isn't necessary to bring inflation down - Yellen. Microsoft (MSFT) to acquire 4% stake in London Stock Exchange.

In this episode we’re joined by Dhirein Bechai. We’re discussing the recent Southwest Airlines (LUV) investor conference. Bechai is the author of The Aerospace Forum in the Seeking Alpha Marketplace. The Aerospace Forum has a strong history of providing unique research dedicated to the aerospace, defense and airline industries. Plus, Kim Khan brings this week’s Catalyst Watch, the new poll for the week, and a preview of Boeing’s (BA) deliveries.

Activision (ATVI) dips as FTC sues to block Microsoft's (MSFT) $69B acquisition (updated). SEC advises public firms to disclose exposure to crypto turmoil. United Airlines (UAL) poised for major order of Boeing (BA) Dreamliners - report.

Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT), Oracle (ORCL) share Pentagon's $9B cloud awards. Musk bankers look at Tesla (TSLA) margin loans to cut Twitter debt - report. Apple (AAPL) working on a new encryption system to keep hackers at bay, protect data: report.

China eases more COVID restrictions, but trade data weighs on outlook. Apple (AAPL) pushes self-driving car launch to 2026 but still eyes major EV industry disruption. Activist investor Bluebell is said to take a stake in BlackRock (BLK), calling for CEO change.

Taiwan Semiconductor (TSM) lifts chip investment in Arizona to $40B. Job cuts at PepsiCo (PEP) and GameStop (GME). NBCU (CMCSA) CEO: Peacock has 18M subs; expecting 'big check' from Disney (DIS) for Hulu.

Russia won't accept the G7 oil price cap, even if it has to cut output. Tesla (TSLA) to cut production at Shanghai plant amid slow demand - Bloomberg. GM (GM) venture to invest additional $275M to expand a Tennessee battery cell factory for EV.

In this episode we’re joined by Lillian Cheung. We’re discussing Chinese equities such as Alibaba (BABA) and its effect on the broader market. Cheung is the author of Livy Investment Research. Livy Investment Research is a boutique investment research shop providing professional coverage on disruptive thematic equities. Their analysis provides a deep dive on growth drivers present in the secular market to identify outperforming investments. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a preview of Lowe’s (LOW) Analyst and Investor Conference.

Expected slower job growth in November may give Fed room to ease the pace of hikes. Senate passes bill to avoid rail strike. Job cuts at CNN (WBD), Wells Fargo (WFC) and SiriusXM (SIRI).

S&P, Nasdaq, Dow futures dip after Powell-induced surge, but yields keep sliding. FTX (FTT-USD) founder Sam Bankman-Fried: 'I never tried to commit fraud'. Next catalyst? Tesla (TSLA) holds a delivery event for the first Semi truck. Netflix's (NFLX) Hastings: Should have gotten into advertising sooner.

Musk vs Cook. Amazon (AMZN) unveils new data security services, chips and more at cloud conference. Coinbase (COIN) Wallet to delist bitcoin cash, ether classic, ripple, stellar, citing 'low usage'.

President Biden calls on Congress to avert a rail strike. Snap (SNAP) reportedly tells staff to be in the office 4 days a week starting February. Google (GOOG) (GOOGL) increasing heat on Apple (AAPL) over NFL Sunday Ticket package as talks linger: report.

Apple (AAPL) facing a shortfall of 6 million iPhone Pros amid protests - report. Shopify (SHOP) racks up record Black Friday sales tally. Amwell (AMWL) in discussions to buy Talkspace (TALK) for $1.50/share - report.

In this episode we’re joined by Brad Thomas who runs iREIT on Alpha. We discuss REITs like Sachem (SACH) and Broadmark (BRMK) in this economic climate and how increased rates are impacting the housing market. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll, and we look at retail ETFs for Black Friday and Cyber Monday.

Economy watch: China maintains zero-COVID policy; Foxconn issues apology. Apple (AAPL) reportedly eyeing Manchester United (MANU) takeover. Want to bet on Black Friday and Cyber Monday results? Here are some ETFs to watch. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Bankman-Fried treated crypto exchange FTX as his 'personal fiefdom', lawyer says. Lawmakers urge Fidelity to reconsider offering bitcoin (BTC-USD) 401(k) plans after FTX collapse. HP (HPQ) to cut up to 6,000 jobs as part of plan to 'Future Ready' PC company. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Billionaire investor Carl Icahn said to hold a large GameStop (GME) short position. Moving quickly, Iger launching Disney (DIS) restructuring. Tesla (TSLA) reportedly plans to cut prices in China. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Bob Iger taking back CEO job at Disney (DIS); Chapek exits. Sotera Health (SHC) soars after jury finds Sterigenics unit not liable for a woman's cancer. Philips (PHG) recall woes grow as it flags new concerns with FDA over replaced ventilators. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

In this episode we’re joined by Ahan Vashi. He’s the author of The Quantamental Investor. The mission at TQI is to help retail investors build generational wealth in equity markets through the power of financial engineering. Today he’s sharing his insight on Walmart (WMT). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Best Buy (BBY) earnings preview. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Mortgage rates tumble to 6.61%, biggest drop since 1981. Amazon (AMZN) CEO says role eliminations will extend into 2023. Twitter (TWTR) risks grow as employees reject Musk's 'hardcore' ultimatum. Roku (ROKU) cutting jobs by 5% to slow 2023 expense growth. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

U.S. House committee plans December hearing on FTX meltdown. 3M (MMM) viewed as potential activist target after 13F filing (update). SPAC Digital World (DWAC) drops after Trump announces re-election campaign. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Apple (AAPL) CEO Cook says the tech giant will start sourcing chips from Arizona in 2024: report. Trump announces 2024 presidential bid; here are stocks that might benefit. Disney (DIS) World boosts prices as parks demand continues to surge. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Amazon (AMZN) reportedly plans to lay off about 10K employees. Google (GOOG) (GOOGL) to pay a record $391.5M to states in location-tracking probe. FedEx (FDX) to furlough freight workers through the holiday season. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Market got ahead of itself after the CPI report - Fed Governor Waller. China tensions: Can Biden's meeting with Xi thaw economic relations? Disney (DIS) planning 'targeted' hiring freeze, some cuts - report. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Federal judge strikes down Biden's student loan forgiveness plan. Twitter (TWTR) holds emergency meeting amid accelerating top-exec exodus - reports. 3M (MMM), Dupont (DD) sued by California AG over toxic 'forever chemicals'. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Don't expect October's CPI to cool enough for Fed pivot. Tron founder Justin Sun appears to extend lifeline to FTX (FTT-USD). Grill maker Weber (WEBR) to take $60M loan from potential acquirer BDT - report. Amazon (AMZN) breakdown with Bertrand Seguin on Stock Market Live. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Meta (META) to cut 11,000 jobs as it looks to slash costs, affirms revenue outlook. Disney (DIS) dips 7% as media side profits, revenue slip; subscribers top forecasts. Filings show Musk disposing of $4B in Tesla (TSLA) stock. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Midterm elections: What to watch in markets as America votes. Nvidia (NVDA) launches a new chip for China that meets new export controls. Activision (ATVI) says $69B sale to Microsoft (MSFT) remains on track for June close. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Facebook parent Meta (META) planning major layoffs this week - WSJ. Social media looks on as rapid overhaul continues at Twitter. Apple (AAPL) warns of lower iPhone 14 shipments due to China COVID issues. Home prices fall for the third straight month in September, Black Knight says. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

In this episode we’re joined by Daniel Jones, CEO of Avaring Capital Advisors. Daniel is a Seeking Alpha contributor and he runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. Today he’s sharing his insight on CVS Health (CVS). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Walt Disney Company (DIS) earnings preview.

Jobs growth to moderate further in October as interest rates climb. Warner Bros. Discovery (WBD) speeds up launch of combined streaming. Starbucks (SBUX) tops comparable sales expectations off strong pricing in the U.S. Learn how to invest successfully with Alpha Picks here.

Apple (AAPL) is now worth more than Alphabet (GOOG) (GOOGL), Amazon (AMZN) and Meta (META) combined. Elon Musk plans to cut half of Twitter jobs to slash costs - reports. S&P futures dip, yields jump as market comes to grips with Fed's 'hawkish dovish pivot'.Learn how to invest successfully with Alpha Picks here.

Federal Reserve poised for a fourth 75-bp rate hike. Then what? Rogers (ROG) plunges after Dupont (DD) announces it's terminating acquisition. Walmart (WMT) takes aim at Amazon (AMZN) with half-off special on its subscription service. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Bumper profits: Is a windfall tax on energy producers a good idea? Antitrust push: Penguin Random House (PARA) blocked from buying Simon & Schuster. Nasdaq, S&P, Dow futures rise, yields fall in pre-Fed positioning. Learn how to invest successfully with Alpha Picks here.

Wheat soars after Russia pulls out of Black Sea Grain Initiative. Blackstone (BX), Emerson Electric (EMR) strike $14 billion buyout deal.(WBA) Walgreens-backed VillageMD exploring deal with Summit Health.Learn more about these stocks with a free trial of Seeking Alpha Premium here.

In this episode, we’re joined by Andrew Hecht , Founder of the Hecht Commodity Report. Andrew is a veteran contributor at Seeking Alpha covering commodities and we’re discussing his views on levels of gold, copper vs. oil, and more. Plus, Kim Khan brings this week’s Catalyst Watch and the new Twitter poll for the week.

Twitter's (TWTR) execs fired; Musk reportedly plans to take CEO role. Amazon (AMZN) stock dives over downbeat sales forecast. Netflix (NFLX) expands merchandising deals into Walmart (WMT) stores.Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Meta Platforms (META) dives amid profit miss, revenue warnings. GDP update expected to show the U.S. returned to growth in Q3. Vladimir Dimitrov breaks down the Intel (INTC) Mobileye (MBLY) IPO. Learn how to invest successfully with Alpha Picks here.

Tech earnings from Alphabet (GOOG) (GOOGL), Microsoft (MSFT). Saudis say depleting oil reserves could 'become painful in the months to come.' Intel's (INTC) Mobileye (MBLY) prices IPO. Learn how to invest successfully with Alpha Picks here.

Oil producers skeptical of Biden plan to refill U.S. reserves. Adidas (ADDYY) plans to sever ties with Kanye West after antisemitic remarks - Bloomberg. Weber (WEBR) jumps after BDT Capital takeover offer. Learn more about these stocks with a free trial of Seeking Alpha Premium now.

Philips (PHG) new CEO starts by slashing thousands of jobs amid device recall woes. Tesla (TSLA) cuts prices in China amid softening demand. Volatility may make a comeback this week as Big Tech reports earnings. Learn more about these stocks with a free trial of Seeking Alpha Premium now.

Analysts are cautiously optimistic over upcoming earnings reports from tech giants Apple (AAPL) and Amazon (AMZN). Intel (INTC) is setting its self-driving subsidiary Mobileye (MBLY) free in a major IPO offering. And, renewable energy could account for 35% of power generation in the U.S. by 2030… how will big oil companies fair?

In this episode, we're joined by Seeking Alpha Contributor Leo Nelissen and he tells us which stocks he "just keep(s) buying on dips." Plus, Kim Khan brings this week's Catalyst Watch, and the new poll of the week.

Elon Musk said he plans to reduce Twitter's workforce by 75% - report. U.S. said to consider security review of Elon Musk deals, including Twitter - report. Social-media names slip on Snap's latest stumble. Start Your Free Trial of Seeking Alpha Premium.

Tesla impresses analysts by navigating through tricky environment. Elon Musk says Tesla could be worth ‘more than Apple and Saudi Aramco combined.’ Recession warning: Bezos says to 'batten down the hatches.' Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY

Strategic release or needed reserve? Oil analysts debate the coming SPR drawdown. Netflix jumps as it easily clears Q3 forecasts on subscribers, financials. Nestlé agrees to acquire Seattle’s Best Coffee brand from Starbucks. Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Microsoft laid off around 1,000 employees across various division citing global slowdown. Amazon Web Services to invest $5B in Thailand cloud infrastructure. Seeking Alpha Author Julian Lin Weighs-In On What To Expect From Adobe Financial Analyst Meeting. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe

Goldman Sachs announces reorganization, to combine investment banking and trading businesses - WSJ. Xi Jinping aims for a major leap in China's economy by 2035. Apple pauses plans to implement China's YMTC chips amid new U.S. export regulations. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

In this episode, we are joined by Eric Basmajian from EPB Macro Research to ask him when the pain will end. We discuss the new Producer Price Index and Consumer Price Index numbers that both came in higher than expected this week, and the housing battle with The Fed. Also, Kim Khan shares next week's Catalyst Watch and Twitter poll. Miss this week's Stock Market Live with Eric? Register now to join us next week! Or, catch the replay now! 

Does the stock market's epic comeback have legs? JPMorgan, Citi, Morgan Stanley, Wells Fargo lead off Q3 bank earnings. Twitter claims Musk is ‘under investigation’ over merger deal, and it wants the documents. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

September's CPI Likely To Show 'stickier' Costs Rising More, Economists Say. S&P, Dow, Nasdaq futures tick higher with all eyes on CPI. U.K. plays blame game: Finance minister says Bank of England owns market turmoil. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

Bank of England roiling markets amid bond-buying uncertainty. Biden 're-evaluating' Saudi relationship after defying production cut warnings. Intel plans thousands of job cuts amid PC market slowdown - Bloomberg. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

Key union rejects deal with freight railroads. JPMorgan's Jamie Dimon sees recession starting in next 6-9 months, markets could get 'disorderly'. Ex-Fed chair Ben Bernanke: U.S. not in anything like dire straits seen in 2008. Nissan to book ~$687M loss as it sells Russian business for €1. Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Earnings season kicks off with gloomy expectations. Bank of England expands its bond-market support program. Mortgage originations slide more as rates rise, season changes. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

In this episode, we're joined by Jeremy Kokemor, Founder of Right Tail Capital, who pitches 2 stocks that he believes are great additions to your long-term portfolio. Plus, Jerry Kronenberg brings this week's Catalyst Watch and a recap of last weeks Twitter poll.Sign Up For The Free Earnings Webinar Watch Stock Market Live - Breaking Down 3M Stock

Nonfarm payrolls expected to edge down in September jobs report. Cannabis multi-state operators soar as Biden calls for marijuana federal scheduling review. Judge pauses Twitter-Musk trial to allow for closing. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

U.S. oil producers are seen staying cautious despite OPEC+ supply cut. Target rolls out Deal Days before Amazon's holiday discounts. Biden to promote IBM's $20B investment in Hudson Valley over next decade.Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

Musk: Buying Twitter speeds up his plans for 'everything app'. Amazon freezes corporate hiring in retail segment - NYT. JUUL Labs said to prepare for potential Chapter 11 filing - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

Rally set to continue; Nasdaq, S&P, Dow futures jump as 2-year yield tests 4%. Stock market bottom talk gets louder, but Fed pivot hopes look more pie in the sky. New York Fed's John Williams peels back the inflation onion. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Crude oil soars as OPEC+ weighs cut to production. Pound climbs as U.K. reverses plan to scrap tax on high earners.Tesla reports record deliveries number in Q3, misses delivery estimate. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Auto sales are expected to hit high in a new report, while Tesla (TSLA) could smash prepandamic numbers. The September U.S. jobs report will drop, and the labor market is showing no signs of slowing down. And, a special event this week will showcase how business practices will evolve in the metaverse.

This week we're joined by Michael Cramer, Founder of Mott Capital Management to dive into sticky inflation, nominal GDP growth, and an S&P target level he is watching for a bottom to form. Plus, Kim Khan gives the heads up on what to watch next week in Catalyst Watch.Weekend Bite Twitter Poll - https://bit.ly/3UPtAJ3Sign up for the Free Earnings Webinar on October 11th at 2 PM ET - https://bit.ly/3SuiibJ

Nike falls to a new low after efforts to clear inventory hit margins. Meta's Zuckerberg says company will freeze hiring - Bloomberg. PepsiCo is said to be considering buyouts, layoffs. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Porsche revs higher in IPO debut in Frankfurt. Stock futures reverse as big market rally fizzles out. Amazon.com raises hourly pay through $1B investment. Medicare costs to decline for first time in a decade. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Apple suppliers fall on report firm is ditching iPhone production boost. Sign of the times: 10-year Treasury yield rises above 4%. Lyft freezes U.S. hiring through end of 2022 - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

Chevron, BP stop output at some Gulf of Mexico facilities ahead of hurricane. Dollar creates an 'untenable situation' for risk assets - Morgan Stanley. Biden student loan forgiveness program to cost over $400B, CBO says. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.Wall Street Breakfast September 27: Chevron, BP Stop Output At Some Gulf Of Mexico Facilities Ahead Of Hurricane Ian

Amazon schedules second prime day sale. Tesla CEO Elon Musk to face deposition with Twitter ahead of October trial. Unilever CEO to depart in 2023, search for replacement underway. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

This week, Zach Stein, Chief Investment Officer at Carbon Collective joins us to break down their just launched ESG ETF, the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO). Plus, Kim Khan recaps the FOMC meeting and delivers your next week's Catalyst Watch. Join us for Stock Market Live next Wednesday at 12 pm ET. Grab your seat now - https://bit.ly/3z4zIVg

Boeing to pay $200M to settle SEC charges related to 737 MAX crashes. EVs to account for 60% of new car sales by 2030 - IEA. FedEx earnings highlight cost-savings push, price increases but Deutsche Bank voices doubts on cost-saving plans for FedEx. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.

Stock futures waver following hawkish signals and FOMC hangover. UK communications regulator to probe digital markets dominated by Amazon, Google. Meta shares slump as company reportedly sets plans for 10% cost cuts. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Federal Reserve expected to make another super-sized rate hike on Wednesday. Oil spikes as Putin orders 'partial mobilization' in Ukraine. S&P, Dow, Nasdaq futures cautious, rates dip as market readies for 75 bps from Fed. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

Treasury yields at highest in over a decade before key FOMC meeting. Apple is raising app store prices in Europe and Asia next month. Apple reportedly sees bugs causing the iPhone 14 Pro Max camera to crash. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.

U.S. homebuyers buy the dip as prices cool in August vs. July, report shows. Amazon reportedly suspends construction of new warehouses in Spain until 2024. Volkswagen targets up to $75B valuation in upcoming Porsche IPO. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.