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 Notes David Einhorn: Gold demand from the East is pushing its price higher Only 14 S&P stocks have a 3% yield and have climbed over 10% YTD 7 Stocks in Fin-tech and Payments Baird analysts like the most Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst...

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 more Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says GDP watch: U.S. economic growth likely slowed in Q1 BHP...

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 Notes Stock investors facing 'meaningful losses' but hope lies in key metric Durable goods orders rise more than expected in March Episode transcripts seekingalpha.com/wsb 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...

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 more JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance Grayscale files to register shares of ethereum trust, plans for lower-fee...

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 Notes J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet U.S. PMI Manufacturing unexpectedly slips into negative territory in April Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,...

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 more FTC sues to block Capri Holdings $8.5B sale to Tapestry Headed into earnings, most Magnificent 7 stocks are well off their 2024...

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 Notes Goldman picks top capex and R&D stocks Tesla skids to a new 52-week low with earnings on tap for Tuesday Verizon gains as Q1 earnings top estimates Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

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 more Earnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and more Citadel calls Trump Media CEO a...

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 Notes Is the AI trade losing favor? Catalyst Watch Dividend Roundup Episode transcripts seekingalpha.com/wsb 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.

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 PARA Bitcoin halving on deck – here’s what to expect Paramount jumps on report Sony in talks with Apollo over joint bid Truist upgrades energy sector to...

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 Notes Apple might wait until September to reveal most new AI features 14 companies with a near-term catalyst around 1Q earnings - MS Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to...

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 more Tesla to let go of 285 employees in Buffalo, New York Oracle to invest over $8B in Japan to meet cloud computing, AI demand Nvidia...

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 Notes Wedbush says these housing stocks can benefit from rising interest rates Episode transcripts seekingalpha.com/wsb 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...

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 more Evercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. Apple Shopify pits employees against each other to achieve...

10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13) Show Notes AMD unveils new chips to power AI PCs in race against Intel and Nvidia Episode transcripts seekingalpha.com/wsb 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.

Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: ERIC, LYV, and more Peloton pulls unlimited free app membership tier as it fails to draw paid users Remain cautious on defense stocks amid Iran escalation: Wells Fargo Broadcom...

Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it will lay off 10%. (4:01) Show Notes Small and midcap pair trades for every sector - Oppenheimer Episode transcripts seekingalpha.com/wsb 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.

Apple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees brace for potential layoffs - report. (01:01) J&J (JNJ) cough syrup recall classified as most serious in South Africa. (01:51)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: AA, MPW, and more Earnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and more Gold upgraded at Goldman Sachs amid geopolitical risks U.S. hikes royalty fees for drilling...

Further conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earnings this week. (2:57) Piper Sandler picks Triple Select Stocks. (3:30) Show Notes The Federal Reserve Needs To Raise Interest Rates By A Quarter Point Episode transcripts seekingalpha.com/wsb 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.

Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast. Episode transcripts: seekingalpha.com/wsb Show links: Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPI Riddled With Rates Hot inflation may not be a bump, balance sheet runoff pace...

Drug shortages in U.S. at highest level on record since 2001. (00:25)  Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: NRIX and APLD Earnings Calendar Big banks set to report Q1 earnings; seen adjusting guidance for fewer rate cuts Exxon CEO's 2024 total pay bumped up 3% to $36.9M; Chevron CEO pay rose 12% FDA chief sees no...

Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45) Show Notes Global Stock leaders for 2030 in Fin Tech - UBS Robinhood stock dips after Citi downgrades to Sell on fundamentals disconnect Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,...

New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23) Episode transcripts seekingalpha.com/wsb. Show links:  Cathie Wood says she invests for a ‘5-year horizon' ... but ARKK has lost ground over that time Amazon owes $525M in damages for patent infringement - jury New additions to Goldman’s High Operating Leverage...

March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51) Show Notes Cabot Wealth’s Top Ten list of stocks Delta leads the airline sector higher after record Q1 earnings Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking...