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%