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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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U.S probes ArcelorMittal’s claim of patent violation by Vinfast

U.S probes ArcelorMittal’s claim of patent violation by Vinfast

U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PANW, GOTU, and moreBank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is priceyHims & Hers surges on cheap compounded versions of semaglutideFull 180? Ether surges on report of SEC's sudden progress on spot ETF filingsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:3221/05/2024
Target cutting prices on 5,000 items

Target cutting prices on 5,000 items

Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shrimp hastens Red Lobster bankruptcy. (4:05)Show NotesNvidia in focus as Barclays, Stifel boost price targets ahead of Q1 resultsThe name Magnificent 7 needs to be retired - GoldmanEpisode 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.
06:1920/05/2024
Oil on watch as Iranian president dies, Saudi king treated

Oil on watch as Iranian president dies, Saudi king treated

Oil on watch as Iran president's death confirmed; Saudi king treated for lung infection. (00:28) China sanctions Boeing (BA) unit, two other U.S. defense firms over Taiwan arms sales. (01:39) Minnesota lawmakers approve minimum pay deal for Uber, Lyft drivers. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Mining stocks, LI and moreSEC unlikely to green-light spot ether ETFs this weekEarnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and moreSA Roundtable: Are Eli Lilly and Novo Nordisk overvalued?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
07:1220/05/2024
Big week for AI as Nvidia reports

Big week for AI as Nvidia reports

Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59)Show NotesDividend RoundupEarnings CalendarEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
07:2019/05/2024
Where Fed is likely to go and what that means for equities

Where Fed is likely to go and what that means for equities

Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.Episode transcriptsShow links: Historic week ends with S&P above 5,300, Dow scaling 40K for the first time everS&P 500 Earnings Season Suggest A Dire 2024 ForecastBull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
16:1718/05/2024
Reddit surges on OpenAI partnership

Reddit surges on OpenAI partnership

Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) slashes dividend by 80% to fund restaurant overhaul. (02:44)Episode transcripts: seekingalpha.com/wsbShow links: Biggest stock movers today: RDDT, CBRL, and moreAI investing: UBS lists stocks providing exposure to turbocharged AI investment cycleNeuralink looking for second participant for Telepathy cybernetic brain implantUnder Armour's 18-mo reset timetable is too long - analystSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:4617/05/2024
AT&T strikes deal with AST SpaceMobile

AT&T strikes deal with AST SpaceMobile

AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to refinance debt. (03:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CSCO, CB, and moreWinners and losers from the latest retail sales reportNetflix discloses ad-supported plan tops 40M usersPalo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:3716/05/2024
Inflation eases back

Inflation eases back

April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08)  Goldman screens for best option plays. (5:11)Show NotesCathie Wood sells over 300K shares of Jack Dorsey’s Block this weekEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:5015/05/2024
Comcast unveils StreamSaver bundle

Comcast unveils StreamSaver bundle

Comcast (CMCSA) reveals its own streaming bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary stock offering as Johnson & Johnson exits. (01:23) CVS risks losing up to 10% in Medicare memberships next year. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DLO, PBR, meme stocks, and moreExxon makes new oil discovery offshore Angola - S&P GlobalBoeing ran afoul of criminal settlement on 737 crashes, DOJ saysU.S. senators push for $32B in emergency spending on AISign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:4415/05/2024
Meme trade day 2: Huge swings and trading halts

Meme trade day 2: Huge swings and trading halts

AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22) Show NotesMeme stock craze continues; GameStop, AMC see multiple volatility haltsBerkshire Hathaway's mystery stock bet might be revealed soon10 lessons from earnings seasonEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:3914/05/2024
Wegovy patients maintain weight loss over four years

Wegovy patients maintain weight loss over four years

Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24)  Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buys foodpanda delivery business in Taiwan for $950M. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Meme stocks, ALC, and moreHow April CPI inflation data may influence the Fed's rate path decisionStocks with more than 10% short interest - Finviz ScreenerMorgan Stanley names 6 stocks to help investors navigate the consumer downshiftSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
07:2714/05/2024
Meme stock vibes return as GameStop soars

Meme stock vibes return as GameStop soars

Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and bears. (4:53)Snow NotesMagnificent 7 predicted to reinvest $350 billion this yearNvidia favorite in AI basket, gets Buy rating at JefferiesEpisode 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.
06:3213/05/2024
Arm forges ahead in AI chip development - report

Arm forges ahead in AI chip development - report

Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama. (01:28) Amazon to invest $1.3 bln in France, create 3,000 jobs - report. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ZK, TME, GME, and moreMagnificent 7 predicted to reinvest $350 billion this yearWorkers at Apple's first unionized store vote to authorize strikeSouth Korea plans over $7B aid package to boost local chip industry - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:4313/05/2024
April CPI and Walmart earnings in spotlight

April CPI and Walmart earnings in spotlight

CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google search competitor. (4:58)Show NotesBarclays spotlights 44 stocks to watch if inflation remains stickyEarnings CalendarDividend RoundupEpisode 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.
07:3112/05/2024
Will inflation be larger than we think?

Will inflation be larger than we think?

AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links:T-bills, gold and macro volatilityGold jumps to highest in a month as data signals slowing economy, likely rate cutsCitadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
10:5611/05/2024
U.S. to impose tariffs on Chinese EVs - report

U.S. to impose tariffs on Chinese EVs - report

New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report. (01:26) McDonald's (MCD) beefing up investment in digital marketing.  (03:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: U, NVAX, and moreElon Musk’s Neuralink reports malfunction in first in-human brain implantFord tempering pledge to go full-EV in Europe by 2030BP aims to buy Tesla supercharging sites for U.S. expansion - BloombergSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:4510/05/2024
CBS, Paramount Plus could be up for sale

CBS, Paramount Plus could be up for sale

Sony and Apollo group would shed a number of Paramount assets if their bid is successful. (0:16) Roblox tumbles on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting fencing ring. (4:48)Show NotesInvestor bullishness is spreading beyond the stock market - SentimenTraderPlug Power slides after posting larger than forecast Q1 lossEpisode 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.
06:5709/05/2024
Disney, Warner Bros. to bundle streaming services

Disney, Warner Bros. to bundle streaming services

Disney (DIS) and Warner Bros. (WBD) unveil streaming bundle, similar to cable TV package. (00:22) General Motors (GM) saying goodbye to Malibu to increase production of EVs and hybrids. (01:06) Chinese EV maker NIO to launch its lower-priced brand Onvo on May 15 - report. (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ABNB, ARM, SEDG, and moreShoplifting crackdown: Retail theft ring targeting Macy's, other retailers bustedSeasonal U.S. demand for gasoline, diesel worst since 2020, hitting refining marginsSony, Apollo plan to sell CBS, cable channels after buying Paramount - NYTScattered Spider hacking group said to target banks, insurersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:2209/05/2024
U.S. reportedly restricts Qualcomm, Intel over Huawei supply

U.S. reportedly restricts Qualcomm, Intel over Huawei supply

Biden administration reportedly revokes export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers profitable quarter on an adjusted EBITDA basis in first results since IPO. (01:13) Royal Caribbean (RCL) to hire thousands to keep up with record cruise demand - report. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: LYFT, RIVN, TWLO, and moreBoy given Pfizer experimental Duchenne muscular dystrophy therapy diesTesla in China: Elon Musk eyes robotaxi testing; top exec returns to lead local businessTikTok sues U.S. government over law forcing its sale or banSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:5408/05/2024
Apple goes big on iPads

Apple goes big on iPads

Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45)Show NotesDruckenmiller cuts Nvidia stake, says AI may be 'overhyped' near termPalantir sell-off is 'golden buying opportunity,' Wedbush saysEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:3107/05/2024
Lucid retreats as Q1 disappoints

Lucid retreats as Q1 disappoints

Lucid (LCID) erases intraday gains on downbeat Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates excessively, top forex official warns. (01:08) Boeing's Starliner (BA) launch delayed due to faulty valve. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PLTR, LCID, and moreBP p.l.c. misses top-line and bottom-line estimates; initiates Q2 and reaffirms FY24 outlookBlackRock sees 3 reasons why stock investors should stay in the market in MayAmazon plans to invest nearly $9B to boost cloud infrastructure in Singapore - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:1207/05/2024
Musk says Buffett should buy Tesla stock

Musk says Buffett should buy Tesla stock

Elon Musk says Berkshire should take Tesla stake after trimming Apple. (0:16) Robinhood Crypto gets SEC Wells Notice. (1:41) iPhone takes top 4 spots in Q1 smartphone sales. (2:18)Show NotesEarnings estimates for the Magnificent 7 are ramping up. What about the other 493?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.
04:2906/05/2024
Boeing’s Starliner poised for first crewed mission

Boeing’s Starliner poised for first crewed mission

Up, up and away: Space investment in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be acquired by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need major fixes. (02:22) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, MPW, LAZR, and moreEarnings week ahead: Disney, Palantir, Shopify, Uber, Plug Power and moreParamount now in formal negotiations with Apollo, Sony over acquisitionFord has an $80B beast under the hood. Will investors start noticing?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:2506/05/2024
Disney earnings, Apple event highlight week

Disney earnings, Apple event highlight week

Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)Show NotesGoldman’s top 50 Stable Growth stocksFull earnings calendarCatalyst WatchEpisode 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.
06:2805/05/2024
Dave & Buster’s plans online arcade betting

Dave & Buster’s plans online arcade betting

Dave & Buster's (PLAY) arcade game betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands $827M in state funding to help expand manufacturing plant in Illinois. (01:16) Apple (AAPL) Q2 results top expectations despite iPhone fears; unveils $110B buyback. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AAPL, SQ, and moreJ.P. Morgan cautious on crypto with retreat by retail investors, dearth of upside driversMarijuana opposition group raising money to fight cannabis reschedulingSony, Apollo send letter advancing $26B Paramount bid - reportsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:4403/05/2024
Peloton cycles through CEO

Peloton cycles through CEO

Peloton also announces layoffs, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug price competition. (2:20) Second Boeing whistleblower dies. (3:28)Show NotesNed Davis Research’s Crowd Sentiment Poll ends another long streak of optimismEpisode 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.
05:2302/05/2024
FTC reportedly set to approve Exxon-Pioneer deal

FTC reportedly set to approve Exxon-Pioneer deal

Exxon (XOM) set to win FTC OK for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as stock soars after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to lay off hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: QCOM, DASH, and more'Sell in May and go away': Does it apply in 2024?These are the 10 biggest ETFs focused on Artificial IntelligenceNovo Nordisk lifts guidance as Ozempic, Wegovy sales surge; but stock falls 3%Bitcoin starts May with a downward spiral, sliding to below $60K markSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:0902/05/2024
Fed takes a dovish turn

Fed takes a dovish turn

Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)Show NotesViking Holdings jumps 10% above its IPO pricing level in opening tradingWill April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?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.
05:5701/05/2024
Starbucks disappoints

Starbucks disappoints

Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop AI content, products: report. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AMD, PINS, SMCI, and moreExpect no rate change, hawkish tone, balance sheet clues at Fed meetingAmazon sticks with the master plan of no dividend payouts, heavy capex spendingMicrosoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the countrySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:1401/05/2024
DEA to reclassify marijuana as a less dangerous drug

DEA to reclassify marijuana as a less dangerous drug

The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)Show NotesCiti upgrades energy sector, says stocks can recover quickly from geopolitical joltsEpisode 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.
05:2830/04/2024
NBC pitches $2.5B a year for NBA TV rights

NBC pitches $2.5B a year for NBA TV rights

NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NXPI, MSTR, ST, and moreAmazon earnings are coming. Could a dividend announcement be part of the mix?Tesla's big rally on China developments is called overdone by Wells FargoLululemon downgraded as apparel tastes change, competitors gain in popularitySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:4930/04/2024
This may be the best time to pick stocks

This may be the best time to pick stocks

The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)Show NotesWith rate cuts pushed out, Goldman looks at quality stocksTesla's 'watershed' moment in China helps lift Chinese electric vehicle stocksEpisode 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.
05:5729/04/2024
Philips settles ventilator recall lawsuits

Philips settles ventilator recall lawsuits

Philips (PHG) to pay $1.1B to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dollar LNG supply deal - FT. (01:53) Skydance makes 'best and final' offer for Paramount Global (PARA) - Bloomberg. (02:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, PHG, and moreIPO watch: Cruise line operator Viking to go public as it looks to cash in on baby boomer buzzJapanese yen rebounds on suspected intervention from TokyoEarnings week ahead: Amazon, Apple, Pfizer, AMD, Coca-Cola, Starbucks and moreMicroStrategy stands to flourish if it implements new accounting rules, analyst saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:5029/04/2024
Fed, jobs report ahead as Apple, Amazon report

Fed, jobs report ahead as Apple, Amazon report

Traders will be looking for any hints to the timing of rate cuts. (0:17) Apple and Amazon lead the earnings parade. (2:06) Elon Musk makes surprise visit to China. (4:12)Show NotesSA Analyst Roundtable: When will the Fed cut rates?Earnings CalendarBaird says short interest increased in April in the fashion and wellness industriesEpisode 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.
05:4228/04/2024
T-bills, gold and macro volatility

T-bills, gold and macro volatility

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links:Upside/Downside Tug Of WarHere Comes The Stagflation Debate10-year yield tops 4.5% after strong CPI reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
07:0327/04/2024
Snap soars on surprise profit beat, strong revenue forecast

Snap soars on surprise profit beat, strong revenue forecast

Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GOOG, MSFT, SNAP, and moreHertz slides 20% as depreciating Teslas dent the bottom lineHonda to spend C$15B to expand electric vehicle efforts in CanadaFCC votes to bring back net neutrality rulesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:5426/04/2024
Weak GDP raises stagflation debate

Weak GDP raises stagflation debate

GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest outflows ever. (4:42)Show NotesDavid Einhorn: Gold demand from the East is pushing its price higherOnly 14 S&P stocks have a 3% yield and have climbed over 10% YTD7 Stocks in Fin-tech and Payments Baird analysts like the mostEpisode 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.
06:3625/04/2024
Nvidia to acquire two Israeli AI startups

Nvidia to acquire two Israeli AI startups

Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: META, IBM, F, and moreWalmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS saysGDP watch: U.S. economic growth likely slowed in Q1BHP weighs potential takeover of Anglo American - Bloomberg (update)Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:0025/04/2024
Boeing cites safety progress as loss narrows

Boeing cites safety progress as loss narrows

Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53) Show NotesStock investors facing 'meaningful losses' but hope lies in key metricDurable goods orders rise more than expected in MarchEpisode 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.
05:5724/04/2024
Google delays phaseout of third-party cookies

Google delays phaseout of third-party cookies

Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, TXN, ENPH, and moreJPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominanceGrayscale files to register shares of ethereum trust, plans for lower-fee substituteHistory suggests the materials sector is about to hit a seasonal peak, RenMac saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:3424/04/2024
California vs airport security line jumping

California vs airport security line jumping

State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)Snow NotesJ.P. Morgan's Kolanovic says the correction in stocks isn't finished yetU.S. PMI Manufacturing unexpectedly slips into negative territory in AprilEpisode 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.
05:5723/04/2024
UnitedHealth confirms personal data compromised in cyberattack

UnitedHealth confirms personal data compromised in cyberattack

UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: IBRX, NVS, and moreFTC sues to block Capri Holdings $8.5B sale to TapestryHeaded into earnings, most Magnificent 7 stocks are well off their 2024 peaksCalifornia bill aims to ban Clear from airport security linesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:4723/04/2024
Tech trade tide turning?

Tech trade tide turning?

UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11)Show NotesGoldman picks top capex and R&D stocksTesla skids to a new 52-week low with earnings on tap for TuesdayVerizon gains as Q1 earnings top estimatesEpisode 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.
07:2322/04/2024
Tesla’s weekend moves: price cuts, pressures precede earnings

Tesla’s weekend moves: price cuts, pressures precede earnings

Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce's (CRM) talks to acquire Informatica (INFA) flame out - WSJ. (01:39) MEVCO, Rivian (RIVN) ink pact to provide EVs to the mining industry. (02:27) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: INFA, crypto-related stocks and moreEarnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and moreCitadel calls Trump Media CEO a `proverbial loser' amid claims about short sellingSneakerheads losing interest and spending lessSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:0422/04/2024
Tesla, Meta, Microsoft, Alphabet lead big earnings week

Tesla, Meta, Microsoft, Alphabet lead big earnings week

Four of the Magnificent 7 headline a busy earnings week. (0:19) Investors get first look at Q1 GDP. (2:46) House passes $95 billion aid and security package. (4:29)Show NotesIs the AI trade losing favor?Catalyst WatchDividend RoundupEpisode 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.
06:4521/04/2024
Netflix dips, plans to stop reporting subscribers

Netflix dips, plans to stop reporting subscribers

Oil gives back gains after latest Mideast worries. (00:27) Netflix (NFLX) dips despite beating subscriber, financial forecasts with double-digit growth. (01:24) Apple (AAPL) ordered to pull Meta's WhatsApp, Threads from China App Store. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NFLX and PARABitcoin halving on deck – here’s what to expectParamount jumps on report Sony in talks with Apollo over joint bidTruist upgrades energy sector to overweight as technicals improveSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:5819/04/2024
Air Caitlin Clark?

Air Caitlin Clark?

Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cries 'uncle' on its Tesla Buy. (3:29) Show NotesApple might wait until September to reveal most new AI features14 companies with a near-term catalyst around 1Q earnings - MSEpisode 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.
06:2718/04/2024
TikTok divestment bill on potential fast track

TikTok divestment bill on potential fast track

Snapchat (SNAP) surges as TikTok (BDNCE) bill on potential fast track through Congress. (00:23) Micron (MU) to get $6.1B grant from U.S. for local chipmaking projects. (01:14) 23andMe (ME) CEO Anne Wojcicki eyes taking DNA-testing company private. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: EFX, DUOL, and moreTesla to let go of 285 employees in Buffalo, New YorkOracle to invest over $8B in Japan to meet cloud computing, AI demandNvidia retakes top spot from Tesla as IBKR's most actively traded during 'chaotic' weekSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
05:4018/04/2024
Lilly weight loss drug succeeds in sleep apnea trial

Lilly weight loss drug succeeds in sleep apnea trial

Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams up with Jessica Simpson. (3:25) Cathie Wood's flagship ARRK ETF falls below key technical level. (3:42)Show NotesWedbush says these housing stocks can benefit from rising interest ratesEpisode 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.
05:5417/04/2024
Fed’s restrictive policy needs more time to work

Fed’s restrictive policy needs more time to work

Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of workforce. (01:24) Hawaiian Electric hits 40-year low as wildfire probe does not fault first responders. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: UAL, JBHT, and moreEvercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. AppleShopify pits employees against each other to achieve higher pay - reportSA Analyst Roundtable: What's next for Boeing?  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
06:4517/04/2024