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