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