Description
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
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Up, up and away: Space investment in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be acquired by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need major fixes. (02:22)
Episode transcripts...
Published 05/06/24
Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)
Show Notes
Goldman’s top 50 Stable Growth stocks
Full earnings calendar
Catalyst Watch
Episode transcripts seekingalpha.com/wsb
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Published 05/05/24