2024: The Year Of Living Dangerously
31 Dec 2023
Contributed by Lukas
Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously a...
Content providers look for OpenAI license deal
29 Dec 2023
Contributed by Lukas
Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15)...
Goodbye 2023, hello 2024
29 Dec 2023
Contributed by Lukas
Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie W...
Cash was king in 2023
28 Dec 2023
Contributed by Lukas
With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'i...
Crypto names extend gains
28 Dec 2023
Contributed by Lukas
Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba ...
New York Times sues Microsoft, OpenAI
27 Dec 2023
Contributed by Lukas
The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks...
Israeli grant lifts Intel
27 Dec 2023
Contributed by Lukas
Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Net...
Apple Watch ban begins
26 Dec 2023
Contributed by Lukas
Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx ann...
AstraZeneca to buy Gracell Biotechnologies
26 Dec 2023
Contributed by Lukas
AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United ...
Chaim Siegel is bullish for 2024
24 Dec 2023
Contributed by Lukas
Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why ...
Nike warns on soft sales, increased promotions
22 Dec 2023
Contributed by Lukas
Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYT...
Warner Bros. Discovery reportedly in talks to merge with Paramount
21 Dec 2023
Contributed by Lukas
Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citi...
Apple Watch sales halt; Toyota suspends shipments
20 Dec 2023
Contributed by Lukas
President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Rapha...
Naval task force; Japanese takeover
19 Dec 2023
Contributed by Lukas
U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle P...
Illumina to divest Grail
18 Dec 2023
Contributed by Lukas
Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire Stre...
Looking at VIX and earnings growth with Mott Capital Management
17 Dec 2023
Contributed by Lukas
Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for ...
Costco tops profit estimates, declares special dividend
15 Dec 2023
Contributed by Lukas
Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags...
Monster bond moves
14 Dec 2023
Contributed by Lukas
10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surpris...
Adobe stumbles on weak outlook, FTC inquiry
14 Dec 2023
Contributed by Lukas
Adobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading ...
Dow notches record as Fed's Powell plays Santa
13 Dec 2023
Contributed by Lukas
Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 ra...
SpaceX valuation reportedly nears $180B
13 Dec 2023
Contributed by Lukas
Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow...
Inflation fight on track
12 Dec 2023
Contributed by Lukas
November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:...
Epic Games wins antitrust fight against Google
12 Dec 2023
Contributed by Lukas
Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbr...
Record breaking holiday travel
11 Dec 2023
Contributed by Lukas
AAA forecasts more people flying this holiday season than every before. (0:15) Department store stoc...
Macy’s receives buyout offer
11 Dec 2023
Contributed by Lukas
Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger...
Job growth staying strong
08 Dec 2023
Contributed by Lukas
The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire ...
Lululemon slips on soft holiday outlook
08 Dec 2023
Contributed by Lukas
Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) dec...
Anemic outlook for dividends and buybacks
07 Dec 2023
Contributed by Lukas
J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO figh...
CosMc’s, McDonald’s nostalgic spinoff
07 Dec 2023
Contributed by Lukas
McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps ...
G7 oil price cap falters in first year
06 Dec 2023
Contributed by Lukas
G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting ...
Grand Theft Auto trailer hits early
05 Dec 2023
Contributed by Lukas
The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slu...
Meta, IBM launch open source AI alliance
05 Dec 2023
Contributed by Lukas
Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Allian...
Bitcoin keeps climbing
04 Dec 2023
Contributed by Lukas
The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces anot...
Alaska Air acquiring Hawaiian Airlines
04 Dec 2023
Contributed by Lukas
Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Ai...
Catalyst Watch: Cigna, Humana deal would face regulatory hurdles
03 Dec 2023
Contributed by Lukas
Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upc...
Streaming bundle battle?
01 Dec 2023
Contributed by Lukas
Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls...
Crude oil slips as OPEC cuts underwhelm
01 Dec 2023
Contributed by Lukas
Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertruc...
OPEC to cut more production to boost oil
30 Nov 2023
Contributed by Lukas
OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflat...
Cigna, Humana reportedly in merger talks
30 Nov 2023
Contributed by Lukas
Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW ...
Charlie Munger dies age 99
29 Nov 2023
Contributed by Lukas
Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP growth is revised up to ...
Disney’s Iger downplays asset sale, stresses building
29 Nov 2023
Contributed by Lukas
Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time for building. (00:25) ...
Lilly obesity drug beats Novo in study
28 Nov 2023
Contributed by Lukas
Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectation...
U.S. court rejects ‘forever chemicals’ class action
28 Nov 2023
Contributed by Lukas
U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm S...
Gold tops $2000
27 Nov 2023
Contributed by Lukas
Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40)...
U.S. sees record Black Friday online sales
27 Nov 2023
Contributed by Lukas
U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSL...
Credit event: phase 2 - Michael Gayed
26 Nov 2023
Contributed by Lukas
Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to...
Black Friday hasn't lost its lure
24 Nov 2023
Contributed by Lukas
More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3...
Barclays to cut 2,000 jobs
24 Nov 2023
Contributed by Lukas
Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers ...
Oil slides as OPEC argues over output
22 Nov 2023
Contributed by Lukas
OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation exp...
Sam Altman returns as OpenAI CEO with new board
22 Nov 2023
Contributed by Lukas
Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3...
Market stages fastest comeback in 50 years
21 Nov 2023
Contributed by Lukas
The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the...
India Aims to Boost IT Hardware Production with Subsidies
21 Nov 2023
Contributed by Lukas
Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SE...
Bob Iger under pressure at Disney
20 Nov 2023
Contributed by Lukas
Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the...
Sam Altman to lead Microsoft’s new AI team
20 Nov 2023
Contributed by Lukas
Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CE...
Catalyst Watch: Walmart, Target’s mixed signals
18 Nov 2023
Contributed by Lukas
Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the qu...
Manchester United jumps as deal nears
17 Nov 2023
Contributed by Lukas
Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprisin...
Amazon partners with Hyundai to sell cars online
17 Nov 2023
Contributed by Lukas
Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) Cha...
Forget inflation, Walmart sounds deflation warning
16 Nov 2023
Contributed by Lukas
Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps clou...
Cisco takes a hit as revenue outlook slips
16 Nov 2023
Contributed by Lukas
Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM)...
What Buffett, Burry and more are buying
15 Nov 2023
Contributed by Lukas
Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but ret...
Solid Biosciences gets FDA okay for DMD trial
15 Nov 2023
Contributed by Lukas
Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CV...
Markets say job done on Fed hikes with cool CPI
14 Nov 2023
Contributed by Lukas
Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate...
Teck Resources sells coal business
14 Nov 2023
Contributed by Lukas
Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymph...
Get ready for the new tech bull market
13 Nov 2023
Contributed by Lukas
Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a ...
China reportedly eyes Boeing 737 MAX deal
13 Nov 2023
Contributed by Lukas
China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsof...
Catalyst Watch: CPI outlook, Vegas strike averted
11 Nov 2023
Contributed by Lukas
Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what t...
Investors continue to punish earnings stumbles
10 Nov 2023
Contributed by Lukas
Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling ...
DBV’s toddler peanut allergy therapy shows positive results
10 Nov 2023
Contributed by Lukas
DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes r...
DraftKings made a play for 888
09 Nov 2023
Contributed by Lukas
DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent...
Actors, studios reach tentative deal
09 Nov 2023
Contributed by Lukas
Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC...
Illegal tobacco. legal pot
08 Nov 2023
Contributed by Lukas
The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Br...
Credit card debt hits new record
08 Nov 2023
Contributed by Lukas
Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG)...
A recession is happening if you look at banks
07 Nov 2023
Contributed by Lukas
Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amaz...
WeWork files for Chapter 11
07 Nov 2023
Contributed by Lukas
WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest ele...
Short selling ban
06 Nov 2023
Contributed by Lukas
South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The ...
Epic Games v. Google
06 Nov 2023
Contributed by Lukas
Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo A...
An extremely important week of data; understanding technical analysis
05 Nov 2023
Contributed by Lukas
Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding...
Catalyst Watch: Is consumer sentiment just another data point in the mix?
04 Nov 2023
Contributed by Lukas
Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet...
Jobs and wages weakening
03 Nov 2023
Contributed by Lukas
There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yiel...
Sam Bankman-Fried found guilty
03 Nov 2023
Contributed by Lukas
Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 s...
The Everything Is Awesome trade appears
02 Nov 2023
Contributed by Lukas
Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. produ...
Disney to acquire Comcast’s Hulu stake
02 Nov 2023
Contributed by Lukas
Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six...
Is the Fed done after second straight pause?
01 Nov 2023
Contributed by Lukas
The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike m...
Bayer hit with $332M verdict in Roundup trial
01 Nov 2023
Contributed by Lukas
Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks sl...
Apple's scary fast Macs get a shrug from Wall Street
31 Oct 2023
Contributed by Lukas
Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slam...
Albemarle, lithium names slump on supply-demand impact
31 Oct 2023
Contributed by Lukas
Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWin...
White House issues AI order
30 Oct 2023
Contributed by Lukas
The executive order establishes standards for safety and security. (0:15) Will Treasury refunding ov...
G7 to embrace AI principles-report
30 Oct 2023
Contributed by Lukas
G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative...
Catalyst Watch: Hershey lead, cocoa worries ahead of holidays
28 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-d...
More spending, less saving
27 Oct 2023
Contributed by Lukas
September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its ...
GM's Cruise pauses driverless operations
27 Oct 2023
Contributed by Lukas
GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts...
Economic growth surges in Q3
26 Oct 2023
Contributed by Lukas
GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft...
Ford, UAW strike deal
26 Oct 2023
Contributed by Lukas
Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surp...
China looks to jumpstart struggling economy
25 Oct 2023
Contributed by Lukas
China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:...
Alphabet dips, Microsoft jumps
25 Oct 2023
Contributed by Lukas
Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Mic...
Verizon and GE earnings impress
24 Oct 2023
Contributed by Lukas
Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter...
Li-Cycle fall sparks EV sector alert
24 Oct 2023
Contributed by Lukas
The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector....
Chevron buys Hess for $50 billion
23 Oct 2023
Contributed by Lukas
Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield t...
Roche to acquire Telavant
23 Oct 2023
Contributed by Lukas
Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline...
Fed focus, loving + hating earnings season, bonds competing with stocks
22 Oct 2023
Contributed by Lukas
Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a lit...