Hot wholesale inflation spooks hawks
Fri, 11 Aug
Contributed by Lukas • Default Dataset
Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Bide...
Union trouble for major automakers
Fri, 11 Aug
Contributed by Lukas • Default Dataset
GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26) S...
A 'goldilocks' July CPI and Disney streaming with Victor Dergunov
Thu, 10 Aug 2023 15:30:52 +0000
Contributed by Lukas • Default Dataset
Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to to...
July CPI on tap
Thu, 10 Aug 2023 10:37:53 +0000
Contributed by Lukas • Default Dataset
July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) q...
Deepfake deal could legitimize AI music
Wed, 09 Aug
Contributed by Lukas • Default Dataset
Universal Music and Google in talks for artists to get paid for AI deepfakes. (0:15) WeWork could ru...
ESPN sports betting shakeup
Wed, 09 Aug
Contributed by Lukas • Default Dataset
Sports betting shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanD...
Banks not out of the woods
Tue, 08 Aug 2023 16:55:43 +0000
Contributed by Lukas • Default Dataset
Moody’s cuts ratings on small- and midsize banks and puts six big lenders on watch. (0:15) Weight ...
SF Fed: Shelter inflation negative in 2024?
Tue, 08 Aug 2023 10:36:37 +0000
Contributed by Lukas • Default Dataset
U.S. shelter inflation, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Di...
Office space meltdown
Mon, 07 Aug
Contributed by Lukas • Default Dataset
HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:...
Berkshire Hathaway earnings
Mon, 07 Aug
Contributed by Lukas • Default Dataset
Berkshire Hathaway (BRK.A) Q2 operating earnings drive up on strong insurance results. (00:27) Debt-...
Credit event, long duration treasuries, utilities and classifying a bear market
Sun, 06 Aug
Contributed by Lukas • Default Dataset
Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event comi...
Catalyst Watch: CPI, BABA, DIS, PLTR, UPS preview
Sat, 05 Aug
Contributed by Lukas • Default Dataset
Catalyst watch for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investo...
Unemployment falls even as job gains ease
Fri, 04 Aug
Contributed by Lukas • Default Dataset
Nonfarm payrolls come in light with down revisions but the jobless rate falls to 3.5%. (0:12) Fortin...
Labor market strength with signs of weakness
Fri, 04 Aug
Contributed by Lukas • Default Dataset
Labor market strength seen persisting in July with some signs of weakness (0:20), Apple slips and Am...
Bill Ackman bets against the long bond
Thu, 03 Aug 2023 16:48:34 +0000
Contributed by Lukas • Default Dataset
Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries dr...
Amazon, Apple earnings on tap
Thu, 03 Aug 2023 10:35:45 +0000
Contributed by Lukas • Default Dataset
Apple (AAPL) Q3 preview: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on...
White House balks at oil purchase
Wed, 02 Aug
Contributed by Lukas • Default Dataset
U.S. scraps offer to buy 6 million barrels of crude for the SPR (0:15). ADP jobs report exceeds expe...
United States loses top rating at Fitch
Wed, 02 Aug
Contributed by Lukas • Default Dataset
United States loses top rating at Fitch; long-term IDR cut to AA+. (00:25) Why did Teladoc (TDOC) st...
BP misses estimates
Tue, 01 Aug 2023 10:35:01 +0000
Contributed by Lukas • Default Dataset
BP misses Q2 top and bottom line estimates; initiates Q3 outlook. (00:25) Federal judge said to reje...
Corporate earnings scorecard
Mon, 31 Jul
Contributed by Lukas • Default Dataset
Societe Generale says margins are where surprises are this earnings season. Ford (F) recalls over 87...
Walmart increases stake in Flipkart
Mon, 31 Jul
Contributed by Lukas • Default Dataset
Walmart (WMT) pays $1.4B to increase its stake in India's Flipkart - report. (00:26) Yellow Corp. (Y...
S&P 500 rally, DIA vs. QQQ, perma-realism and tech giants' important earnings
Sun, 30 Jul
Contributed by Lukas • Default Dataset
Matthew Tuttle and Rob Isbitts discuss the SPY rally and DIA vs QQQ (1:00), why investors should tra...
Catalyst Watch: Jobs report, AAPL, MRK, SBUX preview
Sat, 29 Jul
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 30. Seeking Alpha Managing News Editor Kim Khan on what investor...
Disinflation nation
Fri, 28 Jul
Contributed by Lukas • Default Dataset
The Fed’s favorite inflation gauge adds to the cooling inflation evidence (0:15). Biogen (BIIB) bu...
Intel surges on Q2 results
Fri, 28 Jul
Contributed by Lukas • Default Dataset
Intel (INTC) surges as Q2 results show PC rebound underway, strong guidance. (00:27) U.S. crude oil ...
GDP blows past forecasts
Thu, 27 Jul 2023 16:32:47 +0000
Contributed by Lukas • Default Dataset
Strong Q2 GDP further undermines the recession narrative. Everybody wants to go on a cruise. Which q...
Lead cables probe
Thu, 27 Jul 2023 10:44:23 +0000
Contributed by Lukas • Default Dataset
Justice Dept., EPA reportedly investigate telecom companies over lead cables. (00:30) Meta earnings ...
Fed will continue to hover over markets
Wed, 26 Jul
Contributed by Lukas • Default Dataset
Seeking Alpha analysts look down the road for the Fed and markets. Amazon could face breakup FTC sui...
One more rate hike?
Wed, 26 Jul
Contributed by Lukas • Default Dataset
One more Federal Reserve rate hike expected but hawks, doves differ on what's next. (00:33) PacWest ...
Big bear spies AI bubble
Tue, 25 Jul 2023 17:19:29 +0000
Contributed by Lukas • Default Dataset
Is there an AI bubble building in stocks or a cash generating machine? Verizon (VZ) maintains full-y...
Disinflation could become a headwind - MS
Tue, 25 Jul 2023 10:35:23 +0000
Contributed by Lukas • Default Dataset
Disinflation could become a headwind - Morgan Stanley. (00:30) Adobe (ADBE) reportedly won't offer r...
EV maker VinFast set to break ground
Mon, 24 Jul
Contributed by Lukas • Default Dataset
Vietnamese EV maker VinFast is ready to begin North Carolina plant. J&J launches Kenvue exchange...
AMC skyrockets following court ruling
Mon, 24 Jul
Contributed by Lukas • Default Dataset
AMC doubles after hours, APEs slide as settlement is rejected. (00:28) 'Barbie' (WBD) and 'Oppenheim...
Avoiding recession, cooling inflation, AI plays and financial earnings with Victor Dergunov
Sun, 23 Jul
Contributed by Lukas • Default Dataset
Victor Dergunov runs The Financial Prophet. (0:35) 25 basis point increase likely coming from Fed an...
Catalyst Watch: Fed week, earnings blitz
Sat, 22 Jul
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 23. Seeking Alpha Managing News Editor Kim Khan on what investor...
Taming the AI Wild West
Fri, 21 Jul
Contributed by Lukas • Default Dataset
Hackers already deep into AI as Big Tech pledges cooperation with DC. Stock bulls face trouble witho...
Google goes into overdrive to power Gemini
Fri, 21 Jul
Contributed by Lukas • Default Dataset
AI race in full swing as Google (GOOG) (GOOGL) goes into overdrive to power Gemini. (00:31) Trump SP...
Stocks poised for a decade of low returns
Thu, 20 Jul 2023 16:50:23 +0000
Contributed by Lukas • Default Dataset
Stocks may only be slightly better than bonds over the next decade. Exxon (XOM) plans on building a ...
Netflix, Tesla shares dip following earnings
Thu, 20 Jul 2023 10:35:45 +0000
Contributed by Lukas • Default Dataset
Netflix (NFLX) earnings call: Paid sharing key to ramping revenues in 2023. (00:28) Tesla (TSLA) inv...
Goldman earnings miss amid refocus
Wed, 19 Jul
Contributed by Lukas • Default Dataset
Goldman Sachs misses on bottom line but stock damage limited. Hot weather could severely threaten co...
Microsoft unveils pricing for AI tool
Wed, 19 Jul
Contributed by Lukas • Default Dataset
Microsoft (MSFT) hits all-time high after unveiling pricing for AI tool, Copilot. (00:36) J&J (J...
Ford falls after slashing prices
Tue, 18 Jul 2023 10:27:52 +0000
Contributed by Lukas • Default Dataset
Ford (F) falls after slashing prices on electric F-150 to make them more affordable; GM also lower. ...
UN to discuss AI risks
Mon, 17 Jul
Contributed by Lukas • Default Dataset
UN to discuss AI risks in 1st formal meet on the new tech - report (00:22). Tesla (TSLA) enters the ...
Fed walking primrose path and cataclysmic scenarios with David Trainer
Sun, 16 Jul
Contributed by Lukas • Default Dataset
David Trainer on why, for the near-term, it's really all about liquidity (0:55) and why the Fed is h...
Catalyst Watch: Retail sales, Hollywood strike
Sat, 15 Jul
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 16. Seeking Alpha Managing News Editor Kim Khan on what investor...
Traders sell the news on bank earnings
Fri, 14 Jul
Contributed by Lukas • Default Dataset
Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulu...
Earnings season kicks off
Fri, 14 Jul
Contributed by Lukas • Default Dataset
Bank Q2 earnings set to kick off with the bar set low as rates stay high. (00:25) Hollywood actors g...
ChatGPT and AI in government sights
Thu, 13 Jul 2023 18:20:04 +0000
Contributed by Lukas • Default Dataset
OpenAI, the maker of the popular ChatGPT chatbot, is under investigation by the U.S. government over...
Palo Alto under pressure from Microsoft
Thu, 13 Jul 2023 10:37:28 +0000
Contributed by Lukas • Default Dataset
Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to sus...
Stock bulls cheer as CPI drops to 3 percent
Wed, 12 Jul
Contributed by Lukas • Default Dataset
The June CPI report has stocks rallying, yields falling and betting the Fed is one and done. Oil con...
Is inflation cooling?
Wed, 12 Jul
Contributed by Lukas • Default Dataset
June consumer price index expected to show inflation cooling further — or will it? (00:29) EU expa...
Trading the Nasdaq 100 rebalance
Tue, 11 Jul 2023 16:07:43 +0000
Contributed by Lukas • Default Dataset
The Nasdaq 100 faces an extraordinary rebalancing for just the third time and Wells Fargo spies some...
Rite Aid dips on bankruptcy report
Tue, 11 Jul 2023 10:40:10 +0000
Contributed by Lukas • Default Dataset
Rite Aid (RAD) dips amid report it's considering bankruptcy to address opioid liabilities (00:28). B...
Icahn gets loan deal amid short pressure
Mon, 10 Jul
Contributed by Lukas • Default Dataset
Carl Icahn reportedly severs personal loans from Icahn Enterprises (IEP). SVB (SIVBQ) sues the FTC t...
Alibaba, Tencent in focus, Ant Group fined
Mon, 10 Jul
Contributed by Lukas • Default Dataset
Alibaba (BABA), Tencent (TCEHY) in focus as China unwinds tech crackdown (00:28). New M&A rules...
S&P, Nasdaq, Dow's problematic construction; T-Bill rates and yield curve creep
Sun, 09 Jul
Contributed by Lukas • Default Dataset
Matthew Tuttle and Rob Isbitts dissect today's stock market and its problematic index construction (...
Catalyst Watch: CPI, major bank earnings
Sat, 08 Jul
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 9. Seeking Alpha Managing News Editor Kim Khan on what investors...
June posts rare nonfarm payrolls miss
Fri, 07 Jul
Contributed by Lukas • Default Dataset
June payrolls gain misses forecasts for the first time in months. Citi gets bearish on amusement par...
Canada increases subsidies for Stellantis battery plant
Fri, 07 Jul
Contributed by Lukas • Default Dataset
Canada to subsidize Stellantis (STLA) battery plant with up to C$15B in incentives (00:32). Will Jun...
Jobs market still humming
Thu, 06 Jul 2023 16:01:55 +0000
Contributed by Lukas • Default Dataset
A raft of data shows persistent labor market tightness. Yields jump as market prices in 90% chance o...
OPEC will do ‘whatever necessary’
Thu, 06 Jul 2023 10:43:25 +0000
Contributed by Lukas • Default Dataset
Oil bounces to two-week high as Saudi says OPEC will do 'whatever necessary.' (00:29) PHINIA (PHIN) ...
China ramps up chip war
Wed, 05 Jul
Contributed by Lukas • Default Dataset
China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgrad...
Instagram’s Threads
Wed, 05 Jul
Contributed by Lukas • Default Dataset
Instagram (META) puts Twitter rival app Threads on App Store with launch imminent (00:29). Illumina ...
Electric vehicles dominate shortened trading day
Mon, 03 Jul
Contributed by Lukas • Default Dataset
EV makers rallied as deliveries showed better-than-expected demand. Stocks finished slightly higher ...
Poor air quality, potential stock ideas
Mon, 03 Jul
Contributed by Lukas • Default Dataset
As northeast U.S. air quality suffers from wildfires, some potential stock ideas (FIXT). (00:28) Tes...
Will REITs stand up to a recession? Brad Thomas with Kirk Spano
Sun, 02 Jul
Contributed by Lukas • Default Dataset
Brad Thomas joins Kirk Spano to discuss using REITs as insulation and income generation during a pot...
Catalyst Watch: Heat waves and the economy
Sat, 01 Jul
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors sh...
Cool inflation boosts stocks
Fri, 30 Jun
Contributed by Lukas • Default Dataset
The Fed's favorite inflation measure shows easing prices. Tesla (TSLA) expected to report record del...
FTC hearing to block Microsoft, Activision deal concludes
Fri, 30 Jun
Contributed by Lukas • Default Dataset
FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energ...
Amazon antitrust suit gets nearer
Thu, 29 Jun 2023 16:18:44 +0000
Contributed by Lukas • Default Dataset
Amazon (AMZN) could face an FTC antitrust suit in the coming weeks. Banks pass stress tests. Morgan ...
Micron Technology loss beats estimates
Thu, 29 Jun 2023 10:27:39 +0000
Contributed by Lukas • Default Dataset
Micron Technology (MU) pops as Q3 loss beats estimates (00:23). TuSimple (TSP) to weigh options for ...
Getting to grips with Nvidia
Wed, 28 Jun
Contributed by Lukas • Default Dataset
Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome ...
Unity Software unveils AI marketplace
Wed, 28 Jun
Contributed by Lukas • Default Dataset
Unity Software (U) surges as it unveils AI marketplace, Wells Fargo starts coverage (00:27). Nvidia ...
Walgreens drops to basement of the Dow
Tue, 27 Jun 2023 16:26:18 +0000
Contributed by Lukas • Default Dataset
Walgreens (WBA) slumps on guidance and is now the worst Dow performer for 2023. Durable goods, consu...
Lordstown Motors plunges on bankruptcy filing
Tue, 27 Jun 2023 10:29:35 +0000
Contributed by Lukas • Default Dataset
Lordstown Motors (RIDE) plunges after bankruptcy filing, Foxconn lawsuit. (00:28) Jackson Financial ...
Obesity pills show significant weight loss
Mon, 26 Jun
Contributed by Lukas • Default Dataset
Novo Nordisk high-dose pills show promise with weight loss in trials. Alphabet (GOOG) (GOOGL) is dow...
Chaos in Russia
Mon, 26 Jun
Contributed by Lukas • Default Dataset
Putin vs. Wagner: What does chaos in Russia mean for the markets? (00:24) IBM (IBM) nears $5B acquis...
Catalyst Watch: Musk vs Zuck, last man standing
Sat, 24 Jun
Contributed by Lukas • Default Dataset
Catalyst watch for the week of June 25. Seeking Alpha Managing News Editor Kim Khan says the inflati...
More companies get in on CHIPs Act funds
Fri, 23 Jun
Contributed by Lukas • Default Dataset
More companies are now eligible to get funds from the CHIPs Act. Deutsche Bank is unimpressed with t...
Microsoft battles FTC in court
Fri, 23 Jun
Contributed by Lukas • Default Dataset
Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps ...
Copper prices popping
Thu, 22 Jun 2023 16:02:58 +0000
Contributed by Lukas • Default Dataset
Copper prices hit a seven-week high as inventories fall. Tesla (TSLA) gets a downgrade from Morgan S...
Cell-based meat gains U.S. approval
Thu, 22 Jun 2023 10:54:21 +0000
Contributed by Lukas • Default Dataset
Cell-based meat is approved in the U.S. for the first time (TSN).(00:24) Car insurer Root (ROOT) jum...
Inflation still a big battle
Wed, 21 Jun
Contributed by Lukas • Default Dataset
Fed Chairman Jerome Powell kicks off his Washington testimony saying there is a long way to go on in...
Powell faces questions on Capitol Hill
Wed, 21 Jun
Contributed by Lukas • Default Dataset
S&P, Dow, Nasdaq futures tread water ahead of Fed Powell's testimony.(00:24) FedEx (FDX) falls a...
Alibaba announces new leadership
Tue, 20 Jun 2023 10:51:38 +0000
Contributed by Lukas • Default Dataset
Alibaba Group (BABA) Announces Chairman and CEO Succession Plan (00:25). Biden sees progress in U.S....
Catalyst Watch: FedEx earnings, sports teams takeovers
Sat, 17 Jun
Contributed by Lukas • Default Dataset
Catalyst watch for the week of June 18. Seeking Alpha Managing News Editor Kim Khan gives investors ...
Virgin Galactic soars
Fri, 16 Jun
Contributed by Lukas • Default Dataset
Virgin Galactic (SPCE) targets late June for official launch of commercial service (00:32). Squaresp...
Fed holds steady
Thu, 15 Jun 2023 11:06:04 +0000
Contributed by Lukas • Default Dataset
Federal Reserve holds interest rate steady in June, skipping a hike (00:28). Music publishers (SONY)...
Fed special: Rates held, Powell’s tell and market impact with Chaim Siegel
Wed, 14 Jun
Contributed by Lukas • Default Dataset
Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wedne...
Fed expected to skip June hike, then what?
Wed, 14 Jun
Contributed by Lukas • Default Dataset
Federal Reserve expected to skip June rate hike, but then what (00:40)? Google (GOOG) (GOOGL) delays...
May CPI on tap
Tue, 13 Jun 2023 10:48:21 +0000
Contributed by Lukas • Default Dataset
CPI will give Federal Reserve new data on fight against inflation (00:28). Alphabet (GOOGL) (GOOG) t...
U.S. credit card debt nears the $1T mark
Mon, 12 Jun
Contributed by Lukas • Default Dataset
U.S. credit card debt nears the $1T mark: Is there a reason to worry (00:27)? Nio (NIO) cuts prices ...
Fed hikes, quantitative tightening and international price action with Mike Zaccardi
Sun, 11 Jun
Contributed by Lukas • Default Dataset
Mike Zaccardi, CFA, CMT joins James Foord for a discussion around the Fed funds market (0:30), wheth...
Catalyst Watch: AI, 'Winner-Take-More' Game?
Sat, 10 Jun
Contributed by Lukas • Default Dataset
Catalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his ...
Trump SPAC DWAC on Watch Following Indictment
Fri, 09 Jun
Contributed by Lukas • Default Dataset
Trump SPAC DWAC on watch after indictment in classified documents case (00:27). EVs made by General ...
GameStop Slides on C-Suite Shakeup
Thu, 08 Jun 2023 11:18:56 +0000
Contributed by Lukas • Default Dataset
Wildfires, smoke and air quality bring up the climate ETF discussion (00:35). GameStop (GME) slides ...
SEC Versus Coinbase, Binance
Wed, 07 Jun
Contributed by Lukas • Default Dataset
SEC versus crypto: Regulatory clarity or confusion? (00:55) Apple (AAPL) reportedly acquired AR sta...
Atlas Lithium Slapped with Securities Fraud Lawsuit
Tue, 06 Jun 2023 11:20:23 +0000
Contributed by Lukas • Default Dataset
Atlas Lithium (ATLX) slapped with securities fraud lawsuit (05:04). Apple (AAPL) unveils $3,500 AR/V...
Apple WWDC 2023 Preview
Mon, 05 Jun
Contributed by Lukas • Default Dataset
Apple (AAPL) WWDC 2023 preview: Mixed reality headset likely to be the star (00:55). Saudis to cut a...
The Default Saga Ends
Fri, 02 Jun
Contributed by Lukas • Default Dataset
U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and...