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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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