Activity Overview
Episode publication activity over the past year
Inflation reincarnation
13 Feb 2024
Contributed by Lukas
A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). ...
Bitcoin tops $50,000
13 Feb 2024
Contributed by Lukas
Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) ...
Valentines Day strike disruption
12 Feb 2024
Contributed by Lukas
Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market....
Diamondback, Endeavor Energy to merge
12 Feb 2024
Contributed by Lukas
Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activ...
All eyes on CPI
11 Feb 2024
Contributed by Lukas
Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filin...
Las Vegas set for Super Bowl jackpot
09 Feb 2024
Contributed by Lukas
The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash ...
Big names join AI Safety Institute
08 Feb 2024
Contributed by Lukas
Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds...
Disney unveils buyback revival, ESPN's digital strategy
08 Feb 2024
Contributed by Lukas
Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) sa...
Alibaba's big buyback boost
07 Feb 2024
Contributed by Lukas
Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project....
Snap falls on revenue miss despite growth
07 Feb 2024
Contributed by Lukas
SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros...
Obesity drug sales soar
06 Feb 2024
Contributed by Lukas
Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:3...
Palantir soars as Q4 revenues surge
06 Feb 2024
Contributed by Lukas
Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuse...
Apple Vision Pro potential 'game changer'
05 Feb 2024
Contributed by Lukas
The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yie...
Powell: Fed ‘careful’ amid strong economy
05 Feb 2024
Contributed by Lukas
Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has s...
Fed speakers unleashed
04 Feb 2024
Contributed by Lukas
What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in w...
Meta soars on beat, solid outlook
02 Feb 2024
Contributed by Lukas
Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is...
Regional bank fears return
01 Feb 2024
Contributed by Lukas
Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces n...
Disney's lawsuit against Ron DeSantis dismissed
01 Feb 2024
Contributed by Lukas
Disney's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to sta...
Fed holds rates, Powell shuts door on March cut
31 Jan 2024
Contributed by Lukas
Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends...
Byron Allen makes $14B offer for Paramount Global
31 Jan 2024
Contributed by Lukas
Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B ...
U.S. targets Chinese hackers Volt Typhoon
30 Jan 2024
Contributed by Lukas
Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk'...
Saudi Aramco scraps plan to boost oil production capacity
30 Jan 2024
Contributed by Lukas
Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northr...
Amazon purchase of iRobot terminated
29 Jan 2024
Contributed by Lukas
The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super B...
United Airlines in talks with Airbus about Max 10 alternative-report
29 Jan 2024
Contributed by Lukas
United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - rep...
Boeing call and megacap earnings ahead
28 Jan 2024
Contributed by Lukas
Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cram...
Intel stumbles on weak guidance
26 Jan 2024
Contributed by Lukas
Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the bi...
Goldilocks GDP growth
25 Jan 2024
Contributed by Lukas
GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit ...
FAA blocks Boeing 737 MAX production expansion
25 Jan 2024
Contributed by Lukas
FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New ...
New Tesla model expected 2025
24 Jan 2024
Contributed by Lukas
The new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outl...
Berkshire utility ordered to pay $62M for 2020 wildfires
24 Jan 2024
Contributed by Lukas
Berkshire (BRK.A) (BRK.B) utility must pay $62M to Oregon homeowners for 2020 wildfires. (00:25) Sou...
Earnings season goes up a gear
23 Jan 2024
Contributed by Lukas
Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the r...
Netflix expectations
23 Jan 2024
Contributed by Lukas
Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:...
Archer Daniels stock rocked by accounting inquiry
22 Jan 2024
Contributed by Lukas
Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indi...
Macy’s rejects $5.8B offer
22 Jan 2024
Contributed by Lukas
Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash...
Uranium a big part of our energy future - Chris DeMuth Jr.
21 Jan 2024
Contributed by Lukas
Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoff...
Spirit still aiming for JetBlue combo
19 Jan 2024
Contributed by Lukas
Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment ...
Tech optimism rides to all-time high
19 Jan 2024
Contributed by Lukas
No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) an...
Federal funding coming for EV charging ports
18 Jan 2024
Contributed by Lukas
The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-m...
Apple antitrust suit nears
18 Jan 2024
Contributed by Lukas
Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkab...
Consumers keep on spending
17 Jan 2024
Contributed by Lukas
Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields s...
Oil heading for a supply crunch?
17 Jan 2024
Contributed by Lukas
Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1...
Big day for deals
16 Jan 2024
Contributed by Lukas
The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major ...
Jam packed earnings week
16 Jan 2024
Contributed by Lukas
US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting con...
New secular bull markets hidden in plain sight
14 Jan 2024
Contributed by Lukas
Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:...
Big banks kick off earnings season
12 Jan 2024
Contributed by Lukas
J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has...
EV names fall as Hertz hits the gas pedal
12 Jan 2024
Contributed by Lukas
EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. ...
Consumer inflation comes in a little hot
11 Jan 2024
Contributed by Lukas
The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet....
Cummins to pay record fine for emissions cheating
11 Jan 2024
Contributed by Lukas
Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobo...
Shipping costs soar amid Red Sea attacks
10 Jan 2024
Contributed by Lukas
Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of...
Bitcoin spikes on false report
10 Jan 2024
Contributed by Lukas
Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WM...
United, Alaska Airlines find loose parts on 737s
09 Jan 2024
Contributed by Lukas
The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Ni...
Vegas gets the AI treatment at CES
09 Jan 2024
Contributed by Lukas
Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Net...
Apple's Vision Pro to debut on Groundhog Day
08 Jan 2024
Contributed by Lukas
Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 ye...
Shares of Boeing, Spirit AeroSystems plunge
08 Jan 2024
Contributed by Lukas
Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK)...
Will this market go higher than anyone expects?
07 Jan 2024
Contributed by Lukas
Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical a...
Job growth keeps chugging along
05 Jan 2024
Contributed by Lukas
Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor...
QuantumScape soars on Volkswagen battery test success
05 Jan 2024
Contributed by Lukas
QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (CO...
Microsoft makes first keyboard change in 30 years
04 Jan 2024
Contributed by Lukas
The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big...
Apple reportedly settles gift card scam lawsuit
04 Jan 2024
Contributed by Lukas
Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets ...
Disney's Iger gets backing
03 Jan 2024
Contributed by Lukas
Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:1...
Maersk extends Red Sea pause
03 Jan 2024
Contributed by Lukas
Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (AS...
Nasdaq 20,000
02 Jan 2024
Contributed by Lukas
Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volati...
Fewer EV models qualify for full tax credit
02 Jan 2024
Contributed by Lukas
2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD)...
2024: The Year Of Living Dangerously
31 Dec 2023
Contributed by Lukas
Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously a...
Content providers look for OpenAI license deal
29 Dec 2023
Contributed by Lukas
Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15)...
Goodbye 2023, hello 2024
29 Dec 2023
Contributed by Lukas
Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie W...
Cash was king in 2023
28 Dec 2023
Contributed by Lukas
With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'i...
Crypto names extend gains
28 Dec 2023
Contributed by Lukas
Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba ...
New York Times sues Microsoft, OpenAI
27 Dec 2023
Contributed by Lukas
The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks...
Israeli grant lifts Intel
27 Dec 2023
Contributed by Lukas
Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Net...
Apple Watch ban begins
26 Dec 2023
Contributed by Lukas
Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx ann...
AstraZeneca to buy Gracell Biotechnologies
26 Dec 2023
Contributed by Lukas
AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United ...
Chaim Siegel is bullish for 2024
24 Dec 2023
Contributed by Lukas
Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why ...
Nike warns on soft sales, increased promotions
22 Dec 2023
Contributed by Lukas
Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYT...
Warner Bros. Discovery reportedly in talks to merge with Paramount
21 Dec 2023
Contributed by Lukas
Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citi...
Apple Watch sales halt; Toyota suspends shipments
20 Dec 2023
Contributed by Lukas
President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Rapha...
Naval task force; Japanese takeover
19 Dec 2023
Contributed by Lukas
U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle P...
Illumina to divest Grail
18 Dec 2023
Contributed by Lukas
Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire Stre...
Looking at VIX and earnings growth with Mott Capital Management
17 Dec 2023
Contributed by Lukas
Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for ...
Costco tops profit estimates, declares special dividend
15 Dec 2023
Contributed by Lukas
Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags...
Monster bond moves
14 Dec 2023
Contributed by Lukas
10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surpris...
Adobe stumbles on weak outlook, FTC inquiry
14 Dec 2023
Contributed by Lukas
Adobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading ...
Dow notches record as Fed's Powell plays Santa
13 Dec 2023
Contributed by Lukas
Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 ra...
SpaceX valuation reportedly nears $180B
13 Dec 2023
Contributed by Lukas
Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow...
Inflation fight on track
12 Dec 2023
Contributed by Lukas
November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:...
Epic Games wins antitrust fight against Google
12 Dec 2023
Contributed by Lukas
Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbr...
Record breaking holiday travel
11 Dec 2023
Contributed by Lukas
AAA forecasts more people flying this holiday season than every before. (0:15) Department store stoc...
Macy’s receives buyout offer
11 Dec 2023
Contributed by Lukas
Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger...
Job growth staying strong
08 Dec 2023
Contributed by Lukas
The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire ...
Lululemon slips on soft holiday outlook
08 Dec 2023
Contributed by Lukas
Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) dec...
Anemic outlook for dividends and buybacks
07 Dec 2023
Contributed by Lukas
J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO figh...
CosMc’s, McDonald’s nostalgic spinoff
07 Dec 2023
Contributed by Lukas
McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps ...
G7 oil price cap falters in first year
06 Dec 2023
Contributed by Lukas
G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting ...
Grand Theft Auto trailer hits early
05 Dec 2023
Contributed by Lukas
The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slu...
Meta, IBM launch open source AI alliance
05 Dec 2023
Contributed by Lukas
Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Allian...
Bitcoin keeps climbing
04 Dec 2023
Contributed by Lukas
The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces anot...
Alaska Air acquiring Hawaiian Airlines
04 Dec 2023
Contributed by Lukas
Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Ai...
Catalyst Watch: Cigna, Humana deal would face regulatory hurdles
03 Dec 2023
Contributed by Lukas
Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upc...
Streaming bundle battle?
01 Dec 2023
Contributed by Lukas
Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls...
Crude oil slips as OPEC cuts underwhelm
01 Dec 2023
Contributed by Lukas
Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertruc...