Catalyst Watch: Q3 GDP, Netflix strong performance
21 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the rel...
Solar stocks sink
20 Oct 2023
Contributed by Lukas
SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) C...
CVS pulls phenylephrine amid legal woes
20 Oct 2023
Contributed by Lukas
Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) work...
AT&T pops after earnings
19 Oct 2023
Contributed by Lukas
The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks stro...
Netflix soars on record subs, price hikes
19 Oct 2023
Contributed by Lukas
Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (...
Chips fall where they may
18 Oct 2023
Contributed by Lukas
Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong orga...
Foxconn, Nvidia tie up to build AI factories
18 Oct 2023
Contributed by Lukas
Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $...
Bond market slipping its anchor
17 Oct 2023
Contributed by Lukas
The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns contin...
Lockheed Martin clears next-gen test
17 Oct 2023
Contributed by Lukas
Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce ...
Rite Aid files Chapter 11
16 Oct 2023
Contributed by Lukas
Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Lion...
Dividends for a sliding market with Steven Cress
15 Oct 2023
Contributed by Lukas
Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when mar...
Catalyst Watch: Weight loss drugs make an impact
14 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the rel...
UK clears Microsoft-Activision deal
13 Oct 2023
Contributed by Lukas
UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcom...
Inflation bucks the downward trend
12 Oct 2023
Contributed by Lukas
A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing gui...
UAW strike expands at Ford
12 Oct 2023
Contributed by Lukas
UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT)...
Exxon buys Pioneer Natural Resources
11 Oct 2023
Contributed by Lukas
Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:5...
Birkenstock IPO
11 Oct 2023
Contributed by Lukas
Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) ...
Pepsi sees no hit from weight loss drugs
10 Oct 2023
Contributed by Lukas
PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) B...
Country Garden default warning
10 Oct 2023
Contributed by Lukas
Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW ...
Chevron shuts Israel natural gas facility
09 Oct 2023
Contributed by Lukas
Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management...
Oil prices pop
09 Oct 2023
Contributed by Lukas
Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Pelt...
Rate watching and why the bond market matters
08 Oct 2023
Contributed by Lukas
Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybo...
Catalyst Watch: Clean energy reacts to treasury market
07 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most...
Monster job gains
06 Oct 2023
Contributed by Lukas
September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial t...
PepsiCo leads beverage stock decline
06 Oct 2023
Contributed by Lukas
PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to ...
AT&T could jettison DirecTV stake
05 Oct 2023
Contributed by Lukas
AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Ame...
Walmart links Ozempic to sales
05 Oct 2023
Contributed by Lukas
Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry ...
AI seen outsmarting humanity in 10 years
04 Oct 2023
Contributed by Lukas
SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see ...
Renewed shutdown concerns
04 Oct 2023
Contributed by Lukas
Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to...
Benchmark Treasury yields hit 16-year high
03 Oct 2023
Contributed by Lukas
The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier ...
GM, Stellantis face $9.5B in fines-report
03 Oct 2023
Contributed by Lukas
GM, Stellantis (STLA) on hook for $9.5B in fines under fuel economy proposal - report. (00:28) McDon...
A quarter to forget
02 Oct 2023
Contributed by Lukas
October is traditionally strong for stocks, but it's no sure thing. (0:15) Goodbye, Kellogg (K). (3:...
Student loans resume
02 Oct 2023
Contributed by Lukas
Student loan payments resume. What does it mean for the economy? (00:23) Tesla (TSLA) rolls out upda...
Catalyst Watch: Today’s market vs. 2018
30 Sep 2023
Contributed by Lukas
Catalyst watch for the week of October 1. Seeking Alpha Senior Executive Editor Kim Khan on a notabl...
Inflation nears the Fed target?
29 Sep 2023
Contributed by Lukas
The Fed’s favorite inflation gauge falls below 4% for the first time in two years. (0:15) Bill Ack...
Nike rises on profit beat
29 Sep 2023
Contributed by Lukas
Nike (NKE) rises on profit beat; China sales miss estimates. (00:23) Exelon (EXC) to pay $46.2M pena...
Ryan Cohen takes GameStop reins as CEO
28 Sep 2023
Contributed by Lukas
Shares rise as meme crowd favorite Cohen takes GameStop (GME) top spot. (0:15) ChatGPT goes real tim...
Las Vegas hospitality workers vote to strike
28 Sep 2023
Contributed by Lukas
Las Vegas hospitality workers vote for strike against hotels, casinos. (00:25) Johnson Controls (JCI...
Oil stockpile at precarious low
27 Sep 2023
Contributed by Lukas
Crude stocks at Cushing, Okla. hit their lowest level in 14 months. (0:15) Hollywood writers set to ...
Retail theft
27 Sep 2023
Contributed by Lukas
Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss exist...
Ford pauses EV battery plant
26 Sep 2023
Contributed by Lukas
Ford (F) pauses construction on giant electric vehicle battery plant in Michigan. (00:26) Costco (CO...
Hollywood writers reach tentative deal
25 Sep 2023
Contributed by Lukas
Studios, writers reach tentative agreement to end strike. (00:23) Apple (AAPL) to boost India produc...
Powell prioritizes inflation, overblown Fed reactions and market narratives
24 Sep 2023
Contributed by Lukas
Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:4...
The stock market is starting to gradually roll over
23 Sep 2023
Contributed by Lukas
Rob Isbitts shares why the stock market has been resilient; T-Bills' tough competition (0:35) the sa...
U.K. issues preliminary OK for Microsoft-Activision deal
22 Sep 2023
Contributed by Lukas
U.K. issues preliminary approval for Microsoft-Activision merger. (00:26) Kevin McCarthy's third at...
FedEx pops
21 Sep 2023
Contributed by Lukas
FedEx (FDX) rises after the close on strong results, estimates. (00:28) Cleveland-Cliffs (CLF) refus...
Fed holds but yanks two cuts from dot plot
20 Sep 2023
Contributed by Lukas
The Federal Reserve kept interest rates on hold as expected. But the summary of economic projections...
Klaviyo IPO
20 Sep 2023
Contributed by Lukas
Klaviyo prices IPO at $30 a share. (00:27) Uber (UBER) may be forced to hike prices by 40% if EU gig...
The holiday shopper already looking strong
19 Sep 2023
Contributed by Lukas
Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the...
FOMC day 1
19 Sep 2023
Contributed by Lukas
Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at th...
Regulating AI
18 Sep 2023
Contributed by Lukas
U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales...
Giga Turkey?
18 Sep 2023
Contributed by Lukas
Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hop...
Catalyst Watch: Manchester United: Ever on the market?
16 Sep 2023
Contributed by Lukas
Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the b...
Nation’s inflation mood shifting?
15 Sep 2023
Contributed by Lukas
Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32)...
UAW walkout
15 Sep 2023
Contributed by Lukas
UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B ...
US oil tops $90 per barrel
14 Sep 2023
Contributed by Lukas
WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08)...
Arm Holdings Valuation Exceeds $54B
14 Sep 2023
Contributed by Lukas
Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier...
Inflation heats up, but not enough to phase the Fed
13 Sep 2023
Contributed by Lukas
Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14...
Apple’s next generation
13 Sep 2023
Contributed by Lukas
Apple (AAPL) unveils watch operated by finger movements, iPhone 15, titanium casing. (00:29) Workhor...
Farewell fossil fuel era
12 Sep 2023
Contributed by Lukas
IEA says peak oil, coal demand hits before 2030. (0:15) Amazon (AMZN) strikes carbon capture deal wi...
WestRock jumps on Smurfit Kappa merger
12 Sep 2023
Contributed by Lukas
WestRock (WRK) jumps on Smurfit Kappa (SMFTF) merger to create $20B packaging giant. (00:28) JPMorga...
Big demand for Arm IPO? Not so fast
11 Sep 2023
Contributed by Lukas
Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft...
Alibaba’s surprise leadership shift
11 Sep 2023
Contributed by Lukas
Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM...
Opportunity is in energy, especially oil and gas - Chris DeMuth Jr.
10 Sep 2023
Contributed by Lukas
Chris DeMuth Jr. talks about investing in 2023, the current state of the market (0:30) and why he li...
UAW pushback hits GM, Ford
08 Sep 2023
Contributed by Lukas
Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29)...
C3.ai drops 2024 profit goal
07 Sep 2023
Contributed by Lukas
C3.ai (AI) says will not be profitable in Q4 of fiscal year 2024. (00:29) Alibaba (BABA), Baidu (BID...
Oil futures soar before sliding
06 Sep 2023
Contributed by Lukas
Oil jumps to 10-month high as Saudi Arabia, Russia prolong cuts in output. (00:31) Enbridge's (ENB) ...
AI: 11% of healthcare budgets in 2024-MS
05 Sep 2023
Contributed by Lukas
AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley. (00:33) Thoma Bravo in advanced ...
Goldilocks jobs reports
01 Sep 2023
Contributed by Lukas
A rise in the unemployment rate with participation rising points to a looser labor market. (0:15) St...
23andMe receives new FDA green light
01 Sep 2023
Contributed by Lukas
23andMe (ME) rises on FDA clearance to report more genetic variants. (00:26) UPS offers some pilots...
Fed quietly issues warnings to regional banks
31 Aug 2023
Contributed by Lukas
The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation g...
Salesforce rallies on earnings beat
31 Aug 2023
Contributed by Lukas
Salesforce (CRM) jumps as Q2 results top expectations, raises guidance. (00:31) CrowdStrike (CRWD) s...
GDP revised down as weak data persists
30 Aug 2023
Contributed by Lukas
GDP and inflation are revised down, prompting more dovish bets. (0:15) ATM fees hit a new record. (3...
Grayscale wins in court
30 Aug 2023
Contributed by Lukas
Grayscale wins court ruling over SEC's denial of Bitcoin ETF; Coinbase (COIN) jumps. (00:28) Hurrica...
EV maker NIO stumbles as lower prices hit Q2
29 Aug 2023
Contributed by Lukas
EV maker NIO feels the pinch of lower prices on margins. (0:15) Job openings drop to lowest level in...
American Airlines fined for tarmac delays
29 Aug 2023
Contributed by Lukas
American Airlines (AAL) is hit with the largest fine ever for breaking tarmac delay rules. (00:27) T...
China Evergrande stock steamrolled
28 Aug 2023
Contributed by Lukas
Property developer China Evergrande loses 80% of its value as it resumes trading. (0:15) Under Armou...
XPeng partners with DiDi Global
28 Aug 2023
Contributed by Lukas
XPeng (XPEV) enters a strategic partnership with DiDi Global (DIDIY) that includes buying its smart ...
Catalyst Watch: Nvidia enthusiasm fizzles
26 Aug 2023
Contributed by Lukas
Catalyst watch for the week of August 27. Seeking Alpha Senior Executive Editor Kim Khan on the core...
Fed's Powell gives fodder for hawks and doves
25 Aug 2023
Contributed by Lukas
Jay Powell plays it safe, leading to large swings in stocks. (0:15) Investors ramp up bets against D...
Maui suit claims Hawaiian Electric caused wildfire
25 Aug 2023
Contributed by Lukas
New Maui County lawsuit alleges Hawaiian Electric's (HE) negligence caused wildfire. (00:34) DoJ sue...
Oil snaps trend hitting monthly low
24 Aug 2023
Contributed by Lukas
Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from...
Nvidia soars on Q2 earnings
Thu, 24 Aug 2023 10:35:54 +0000
Contributed by Lukas • Default Dataset
Nvidia (NVDA) soars as Q2 earnings, guidance smash estimates; unveils $25B buyback. (00:27) Jerome P...
Goldman ramps up return to the office
Wed, 23 Aug
Contributed by Lukas • Default Dataset
Goldman Sachs putting pressure on workers not in the office 5 days a week. (0:15) Foot Locker (FL) p...
FTC to probe Qualcomm’s auto-chip deal
Wed, 23 Aug
Contributed by Lukas • Default Dataset
Deep FTC probe of Qualcomm (QCOM) auto-chip deal reportedly on deck for Wednesday. (00:32) VinFast (...
Nvidia hits new yearly high on earnings optimism
Tue, 22 Aug 2023 15:52:17 +0000
Contributed by Lukas • Default Dataset
Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-ri...
Arm’s IPO on Nasdaq
Tue, 22 Aug 2023 10:33:28 +0000
Contributed by Lukas • Default Dataset
Arm (SFTBY) files IPO, set to trade on Nasdaq. (00:26) Tingo (TIO) postpones Q2 results yet again af...
Big demand for shares in J&J spinoff Kenvue
Mon, 21 Aug
Contributed by Lukas • Default Dataset
J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up aga...
Marsh McLennan reaches deal for Honan Insurance
Mon, 21 Aug
Contributed by Lukas • Default Dataset
Marsh & McLennan (MMC) reaches $450M deal for Australia's Honan Insurance. (00:32) Bill Ackman, ...
Highly concentrated rally expanding to other sectors; quant stock picking
Sun, 20 Aug
Contributed by Lukas • Default Dataset
Steven Cress, head of Quantitative Strategy at Seeking Alpha, joins Kim Khan to discuss the current ...
Catalyst Watch: Decoding r-star
Sat, 19 Aug
Contributed by Lukas • Default Dataset
Catalyst watch for the week of August 20. Seeking Alpha Managing News Editor Kim Khan on the signifi...
Home sales slump, rates increase
Fri, 18 Aug
Contributed by Lukas • Default Dataset
U.S. home sales see first monthly slump since April while long-term mortgages exceed 7%. (00:34) Chi...
More rate hikes ahead?
Thu, 17 Aug 2023 10:38:13 +0000
Contributed by Lukas • Default Dataset
Some Fed officials favored maintaining rates in July; most open to hikes ahead: FOMC minutes. (00:27...
Intel axes Tower Semi acquisition
Wed, 16 Aug
Contributed by Lukas • Default Dataset
Intel (INTC) axes Tower Semiconductor (TSEM) acquisition after not getting China nod. (00:22) Electr...
Retail sales blow past forecasts
Tue, 15 Aug 2023 15:49:42 +0000
Contributed by Lukas • Default Dataset
Consumer spending confounds expectations in July, with an Amazon (AMZN) assist. (0:15) Sea Limited (...
Q2 13F filings
Tue, 15 Aug 2023 10:44:58 +0000
Contributed by Lukas • Default Dataset
Warren Buffett's Berkshire (BRK.B) builds stakes in homebuilders DHI, NVR, Lennar (LEN.B). (00:28) S...
Goldman pencils in first Fed rate cut
Mon, 14 Aug
Contributed by Lukas • Default Dataset
Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia ...
U.S Steel rejects Cleveland-Cliffs offer
Mon, 14 Aug
Contributed by Lukas • Default Dataset
U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23)...
Watching yields, soft landing and extending bond durations
Sun, 13 Aug
Contributed by Lukas • Default Dataset
Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. de...
Catalyst Watch: AMAT, TGT, WMT preview; DIS review
Sat, 12 Aug
Contributed by Lukas • Default Dataset
Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what invest...