Liquidity Squeeze
Thu, 01 Jun 2023 11:20:17 +0000
Contributed by Lukas • Default Dataset
lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news f...
AI Extinction-Level Threat
Wed, 31 May
Contributed by Lukas • Default Dataset
AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill cl...
Debt Deal Heads To Vote
Tue, 30 May 2023 11:45:35 +0000
Contributed by Lukas • Default Dataset
The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the ...
Bank Tightening, Commercial Real Estate And Natural Gas Demand
Sun, 28 May
Contributed by Lukas • Default Dataset
Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:...
Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin
Fri, 26 May
Contributed by Lukas • Default Dataset
Julian Lin discusses the tech sector, macro headwinds and recent earnings.(0:30) - Tech's powerful r...
The Few, The Tech, The Stock Leaders
Fri, 26 May
Contributed by Lukas • Default Dataset
Stock market leadership continues to narrow, the framework for a debt limit deal could be in place a...
U.S. AAA Credit Rating on Negative Watch
Thu, 25 May 2023 11:45:29 +0000
Contributed by Lukas • Default Dataset
Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on s...
Retailers Call Out Organized Theft Hitting Profits
Wed, 24 May
Contributed by Lukas • Default Dataset
The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs a...
America's AI Strategy
Wed, 24 May
Contributed by Lukas • Default Dataset
White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earning...
Microvast Plunges on Canceled Grant Report
Tue, 23 May 2023 11:08:55 +0000
Contributed by Lukas • Default Dataset
Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jump...
Ford's Capital Markets Day With David Alton Clark - Bullishness Intact
Mon, 22 May
Contributed by Lukas • Default Dataset
Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets D...
Micron Drops in War Over Silicon
Mon, 22 May
Contributed by Lukas • Default Dataset
Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (V...
Fed Pause, Mid-Cycle Slowdown And Banks' Liquidity Crisis With James Foord And Lawrence Fuller
Sun, 21 May
Contributed by Lukas • Default Dataset
The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation ex...
Catalyst Watch: Jobless Claims Review, Lowe’s Earnings Preview
Sat, 20 May
Contributed by Lukas • Default Dataset
Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out ...
Disney Dumps $1B Florida Project
Fri, 19 May
Contributed by Lukas • Default Dataset
Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes sub...
TikTok Ban in Montana
Thu, 18 May 2023 11:27:51 +0000
Contributed by Lukas • Default Dataset
Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new fea...
VivoPower Rises on Distribution Deal
Wed, 17 May
Contributed by Lukas • Default Dataset
Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyro...
13F Filings: Berkshire Takes New Stakes in COF, DEO
Tue, 16 May 2023 11:10:43 +0000
Contributed by Lukas • Default Dataset
Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Po...
Vice Files Chapter 11
Mon, 15 May
Contributed by Lukas • Default Dataset
Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan...
Inflation Metrics, Yield Curve Reliability And Staying Defensive With Eric Basmajian
Sun, 14 May
Contributed by Lukas • Default Dataset
Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time i...
The Week Ahead: AI Concerns & Space Opportunities
Sun, 14 May
Contributed by Lukas • Default Dataset
U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest grow...
Retail Sales, Walmart Earnings Preview
Sat, 13 May
Contributed by Lukas • Default Dataset
Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for...
Musk Announces New Chief Twit, Tesla Rises
Fri, 12 May
Contributed by Lukas • Default Dataset
Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock...
Polar Power Soars
Thu, 11 May 2023 11:05:20 +0000
Contributed by Lukas • Default Dataset
Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Pola...
April CPI Report Due
Wed, 10 May
Contributed by Lukas • Default Dataset
April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to...
Palantir Technologies Stock Soars
Tue, 09 May 2023 10:57:14 +0000
Contributed by Lukas • Default Dataset
Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay...
Berkshire Hathaway Reports Q1 Earnings
Mon, 08 May
Contributed by Lukas • Default Dataset
'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Ber...
The Week Ahead: Disney Earnings, April Inflation
Sun, 07 May
Contributed by Lukas • Default Dataset
Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set...
Catalyst Watch: SLOOS, CPI, Disney Earnings Preview
Sat, 06 May
Contributed by Lukas • Default Dataset
Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next w...
Apple Rises on Q2 Results
Fri, 05 May
Contributed by Lukas • Default Dataset
Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payr...
PacWest Confirms Sale Talks
Thu, 04 May 2023 11:14:02 +0000
Contributed by Lukas • Default Dataset
Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWe...
Fed Decision Day, Then What?
Wed, 03 May
Contributed by Lukas • Default Dataset
Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprise...
Yellen Warns U.S. Could Default on Debt Soon
Tue, 02 May 2023 10:58:25 +0000
Contributed by Lukas • Default Dataset
U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Strugglin...
JPMorgan to Acquire First Republic Bank
Mon, 01 May
Contributed by Lukas • Default Dataset
First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recom...
FOMC, Mega-Caps And The VIX With JD Henning And Chaim Siegel
Sun, 30 Apr
Contributed by Lukas • Default Dataset
JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap s...
The Week Ahead: Auto Updates & Apple Earnings
Sun, 30 Apr
Contributed by Lukas • Default Dataset
Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates ...
Catalyst Watch: FOMC Meeting, Apple Earnings Preview
Sat, 29 Apr
Contributed by Lukas • Default Dataset
Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spot...
Amazon, Pinterest, Snap
Fri, 28 Apr
Contributed by Lukas • Default Dataset
Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as ...
Meta Platforms Soars
Thu, 27 Apr 2023 11:36:11 +0000
Contributed by Lukas • Default Dataset
Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disne...
Big Tech: Alphabet, Microsoft
Wed, 26 Apr
Contributed by Lukas • Default Dataset
Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Micr...
First Republic Stock Slides
Tue, 25 Apr 2023 11:23:20 +0000
Contributed by Lukas • Default Dataset
First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and S...
Philips Rises, Revenue Beat
Mon, 24 Apr
Contributed by Lukas • Default Dataset
Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outfl...
Earnings Season, Skewed Growth Figures And Quant Ratings With Steven Cress
Sun, 23 Apr
Contributed by Lukas • Default Dataset
Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to...
The Week Ahead: Amazon Earnings & Bitcoin Potential
Sun, 23 Apr
Contributed by Lukas • Default Dataset
Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in ...
Catalyst Watch: Q1 GDP, Amazon Earnings
Sat, 22 Apr
Contributed by Lukas • Default Dataset
Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the black...
Analysts Weigh AT&T Free Cash Flow
Fri, 21 Apr
Contributed by Lukas • Default Dataset
AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34)....
Tesla Falls, Margin Miss
Thu, 20 Apr 2023 11:09:24 +0000
Contributed by Lukas • Default Dataset
Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMi...
Dominion, Fox News Settle Defamation Case
Wed, 19 Apr
Contributed by Lukas • Default Dataset
Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) fla...
Bellus Surges After GSK Reaches Deal
Tue, 18 Apr 2023 11:15:41 +0000
Contributed by Lukas • Default Dataset
Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). ...
Merck Agrees To Acquire Prometheus
Mon, 17 Apr
Contributed by Lukas • Default Dataset
Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation...
Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano
Sun, 16 Apr
Contributed by Lukas • Default Dataset
Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), Wha...
The Week Ahead: Transportation Updates & California Solar
Sun, 16 Apr
Contributed by Lukas • Default Dataset
The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.Te...
Catalyst Watch: Housing Indicators, Tesla Earnings
Sat, 15 Apr
Contributed by Lukas • Default Dataset
Catalyst watch for the week of April 16. Seeking Alpha Associate News Editor, Kevin Curran says inve...
Bank Earnings On Tap
Fri, 14 Apr
Contributed by Lukas • Default Dataset
Banks Q1 earnings focus on deposit levels, outlook (00:31). DOJ says Adobe (ADBE) agrees to $3M sett...
Consumer Inflation Eases, Core Remains Hot
Thu, 13 Apr 2023 11:10:50 +0000
Contributed by Lukas • Default Dataset
Consumer inflation eases in March: core CPI rises 5.6% Y/Y, as expected (00:43). SoftBank (SFTBY) se...
CPI Day
Wed, 12 Apr
Contributed by Lukas • Default Dataset
March CPI expected to cool further, but to a level still well above Fed's target (00:48). Wells Farg...
Alibaba Unveils New AI Product
Tue, 11 Apr 2023 11:17:53 +0000
Contributed by Lukas • Default Dataset
Alibaba (BABA) unveils new ChatGPT-like service to be integrated across all its products (00:32). Bi...
New Tesla Factory in Shanghai
Mon, 10 Apr
Contributed by Lukas • Default Dataset
Tesla (TSLA) to build new factory in Shanghai for Megapack battery (00:39). Baidu (BIDU) sues Apple ...
The Week Ahead: CPI Report, Tesla Price Cuts
Sun, 09 Apr
Contributed by Lukas • Default Dataset
The closely-watched March consumer price index report is due for release. Tesla (NASDAQ:TSLA) cuts p...
In-Line Payrolls Indicate Fed's One Last Hurrah
Fri, 07 Apr
Contributed by Lukas • Default Dataset
The March jobs report (out on a stock market holiday) took some steam out of the weak labor market n...
FedEx to Consolidate Operations
Thu, 06 Apr 2023 11:07:49 +0000
Contributed by Lukas • Default Dataset
FedEx (FDX) to consolidate operations amid cost-savings effort (00:52). Tesla (TSLA) nearly triples ...
Digital World Drops Amid Trump’s Arraignment
Wed, 05 Apr
Contributed by Lukas • Default Dataset
Trump SPAC Digital World (DWAC) drops amid former president's arraignment, delayed 10-K filing (00:5...
Virgin Orbit Crashes into Bankruptcy
Tue, 04 Apr 2023 11:35:28 +0000
Contributed by Lukas • Default Dataset
Virgin Orbit (VORB) files for bankruptcy after failing to find a source of funding (00:35). Why are ...
OPEC+ Output Cut
Mon, 03 Apr
Contributed by Lukas • Default Dataset
McDonald's (MCD) reportedly orders offices closed ahead of expected layoffs (00:44). OPEC+ announces...
The Week Ahead: March Jobs Report & Auto Sales
Sun, 02 Apr
Contributed by Lukas • Default Dataset
The March jobs report will be the most watched news of the week. The first few days of April will se...
Catalyst Watch: Nonfarm Payrolls, Constellation Brands
Sat, 01 Apr
Contributed by Lukas • Default Dataset
Catalyst watch for the week of April 2. Seeking Alpha Managing News Editor, Kim Khan explores the bi...
Virgin Orbit Slumps, Workforce Cuts
Fri, 31 Mar
Contributed by Lukas • Default Dataset
Virgin Orbit (VORB) stock slumps ~43% in extended trading after co to ax nearly entire workforce. (0...
National CineMedia in Talks with Lenders
Thu, 30 Mar 2023 11:07:39 +0000
Contributed by Lukas • Default Dataset
National CineMedia (NCMI) jumps 19% as it notes talks with lenders. (00:44) LendingTree (TREE) annou...
Biomea Climbs on Diabetes Drug Data
Wed, 29 Mar
Contributed by Lukas • Default Dataset
Biomea (BMEA) climbs on Phase 2 data for Type 2 diabetes candidate. (00:42) Ermotti returns as UBS (...
Disney Job Cuts
Tue, 28 Mar 2023 11:07:13 +0000
Contributed by Lukas • Default Dataset
Disney (DIS) launches first of three job-cutting rounds this week - memo (00:41). Binance (BNB-USD) ...
First Citizens Buys SVB
Mon, 27 Mar
Contributed by Lukas • Default Dataset
FDIC inks deal for First Citizens (FCNCA) to buy Silicon Valley Bank (SIVB). (00:53) Tim Cook lauds ...
The Week Ahead: Apple’s Theatre Push and Lululemon
Sun, 26 Mar
Contributed by Lukas • Default Dataset
Apple (AAPL) is looking to invest more in putting movies in theaters. Lululemon (LULU) is set to rep...
Catalyst Watch: Fed Speakers, Video Rental Nostalgia
Sat, 25 Mar
Contributed by Lukas • Default Dataset
Catalyst watch for the week of March 26. Seeking Alpha Managing News Editor, Kim Khan explores the t...
Yellen: U.S. Prepared to Take More Actions
Fri, 24 Mar
Contributed by Lukas • Default Dataset
U.S. prepared to take more actions to ensure deposits are safe, Janet Yellen says (00:50). Deutsche ...
Federal Reserve: Rate Hike, ‘Additional Policy Firming’
Thu, 23 Mar 2023 11:04:41 +0000
Contributed by Lukas • Default Dataset
Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinb...
Federal Reserve: Hike or Not
Wed, 22 Mar
Contributed by Lukas • Default Dataset
Federal Reserve faces dilemma — to hike or not as financial shock complicates (00:51). GameStop (G...
First Republic Recovery?
Tue, 21 Mar 2023 11:19:28 +0000
Contributed by Lukas • Default Dataset
First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JP...
UBS Acquires Credit Suisse
Mon, 20 Mar
Contributed by Lukas • Default Dataset
UBS (UBS) confirms deal to acquire Credit Suisse (CS) for $3.25B in stock (00:39). Midsize banks pre...
The Week Ahead: Fed Meeting, AI 'Megatrend'
Sun, 19 Mar
Contributed by Lukas • Default Dataset
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting ...
Catalyst Watch: FOMC Meeting
Sat, 18 Mar
Contributed by Lukas • Default Dataset
Catalyst watch for the week of March 19. Seeking Alpha Associate News Editor, Kevin Curran explains ...
First Republic Bank: Bank Support, Suspends Dividend
Fri, 17 Mar
Contributed by Lukas • Default Dataset
First Republic Bank (FRC) sinks after suspending dividend following bank support (00:41). FedEx (FDX...
Credit Suisse Secures Loan
Thu, 16 Mar 2023 11:06:20 +0000
Contributed by Lukas • Default Dataset
Credit Suisse (CS) stock jumps 32% as lender secures $54B loan from Swiss National Bank (00:59). Fir...
DOJ, SEC Investigating SVB Collapse
Wed, 15 Mar
Contributed by Lukas • Default Dataset
Silicon Valley Bank (SIVB) collapse, insider stock sales investigated by regulators - report (00:47)...
Report: Another Auction of SVB
Tue, 14 Mar 2023 11:20:11 +0000
Contributed by Lukas • Default Dataset
FDIC is reportedly planning another auction of Silicon Valley Bank (SIVB) (00:45). Credit Suisse (CS...
SVB Depositors to Have Access to Funds
Mon, 13 Mar
Contributed by Lukas • Default Dataset
Silicon Valley Bank (SIVB) depositors to have access to all funds on Monday (00:38). Federal Reserve...
The Week Ahead: Feb CPI, FedEx Earnings
Sun, 12 Mar
Contributed by Lukas • Default Dataset
The February Consumer Price Index to be released this week. Drama ensues over the Silicon Valley Ban...
Catalyst Watch: CPI, Silicon Valley Bank Contagion
Sat, 11 Mar
Contributed by Lukas • Default Dataset
Catalyst watch for the week of March 12. Seeking Alpha Managing News Editor, Kim Khan gives a rundow...
Silicon Valley Bank Plunges
Fri, 10 Mar
Contributed by Lukas • Default Dataset
SVB Financial Group (SIVB) plunges 60%, leads banks lower (00:52). February jobs expected to ease fr...
Credit Suisse Delays Annual Report
Thu, 09 Mar 2023 11:58:18 +0000
Contributed by Lukas • Default Dataset
Credit Suisse (CS) shares drop after it delays annual report over SEC queries (00:48). Silvergate Ca...
Market Braces for Powell's Return
Wed, 08 Mar
Contributed by Lukas • Default Dataset
S&P, Nasdaq, Dow futures tick up as market braces for the return of Powell (1:00). Senators unve...
Powell Begins 2-Day Testimony
Tue, 07 Mar 2023 12:01:27 +0000
Contributed by Lukas • Default Dataset
Investors eye Powell's Senate testimony for rate hike clues amid hot economic data (00:48). Meta Pla...
Bill to Ban Senior Federal Officials from Stock Trading
Mon, 06 Mar
Contributed by Lukas • Default Dataset
Hawley expected to introduce a bill to ban senior federal officials from stock trading. More cost cu...
The Week Ahead: Jobs Report, New NBA Deal
Sun, 05 Mar
Contributed by Lukas • Default Dataset
The February U.S. jobs report could mean interest rates will be raised more than expected. The NBA i...
Catalyst Watch: Non Farm Payrolls, TikTok Ban?
Sat, 04 Mar
Contributed by Lukas • Default Dataset
Catalyst watch for the week of March 5. Seeking Alpha Managing News Editor, Kim Khan gives a rundown...
Ericsson Paying $207M Fine
Fri, 03 Mar
Contributed by Lukas • Default Dataset
Ericsson (ERIC) paying $207M fine to resolve breached DOJ deal. Apple (AAPL) supplier, Foxconn (FXCO...