Activity Overview
Episode publication activity over the past year
OPEC to cut more production to boost oil
30 Nov 2023
Contributed by Lukas
OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflat...
Cigna, Humana reportedly in merger talks
30 Nov 2023
Contributed by Lukas
Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW ...
Charlie Munger dies age 99
29 Nov 2023
Contributed by Lukas
Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP growth is revised up to ...
Disney’s Iger downplays asset sale, stresses building
29 Nov 2023
Contributed by Lukas
Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time for building. (00:25) ...
Lilly obesity drug beats Novo in study
28 Nov 2023
Contributed by Lukas
Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectation...
U.S. court rejects ‘forever chemicals’ class action
28 Nov 2023
Contributed by Lukas
U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm S...
Gold tops $2000
27 Nov 2023
Contributed by Lukas
Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40)...
U.S. sees record Black Friday online sales
27 Nov 2023
Contributed by Lukas
U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSL...
Credit event: phase 2 - Michael Gayed
26 Nov 2023
Contributed by Lukas
Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to...
Black Friday hasn't lost its lure
24 Nov 2023
Contributed by Lukas
More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3...
Barclays to cut 2,000 jobs
24 Nov 2023
Contributed by Lukas
Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers ...
Oil slides as OPEC argues over output
22 Nov 2023
Contributed by Lukas
OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation exp...
Sam Altman returns as OpenAI CEO with new board
22 Nov 2023
Contributed by Lukas
Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3...
Market stages fastest comeback in 50 years
21 Nov 2023
Contributed by Lukas
The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the...
India Aims to Boost IT Hardware Production with Subsidies
21 Nov 2023
Contributed by Lukas
Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SE...
Bob Iger under pressure at Disney
20 Nov 2023
Contributed by Lukas
Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the...
Sam Altman to lead Microsoft’s new AI team
20 Nov 2023
Contributed by Lukas
Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CE...
Catalyst Watch: Walmart, Target’s mixed signals
18 Nov 2023
Contributed by Lukas
Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the qu...
Manchester United jumps as deal nears
17 Nov 2023
Contributed by Lukas
Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprisin...
Amazon partners with Hyundai to sell cars online
17 Nov 2023
Contributed by Lukas
Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) Cha...
Forget inflation, Walmart sounds deflation warning
16 Nov 2023
Contributed by Lukas
Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps clou...
Cisco takes a hit as revenue outlook slips
16 Nov 2023
Contributed by Lukas
Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM)...
What Buffett, Burry and more are buying
15 Nov 2023
Contributed by Lukas
Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but ret...
Solid Biosciences gets FDA okay for DMD trial
15 Nov 2023
Contributed by Lukas
Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CV...
Markets say job done on Fed hikes with cool CPI
14 Nov 2023
Contributed by Lukas
Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate...
Teck Resources sells coal business
14 Nov 2023
Contributed by Lukas
Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymph...
Get ready for the new tech bull market
13 Nov 2023
Contributed by Lukas
Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a ...
China reportedly eyes Boeing 737 MAX deal
13 Nov 2023
Contributed by Lukas
China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsof...
Catalyst Watch: CPI outlook, Vegas strike averted
11 Nov 2023
Contributed by Lukas
Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what t...
Investors continue to punish earnings stumbles
10 Nov 2023
Contributed by Lukas
Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling ...
DBV’s toddler peanut allergy therapy shows positive results
10 Nov 2023
Contributed by Lukas
DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes r...
DraftKings made a play for 888
09 Nov 2023
Contributed by Lukas
DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent...
Actors, studios reach tentative deal
09 Nov 2023
Contributed by Lukas
Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC...
Illegal tobacco. legal pot
08 Nov 2023
Contributed by Lukas
The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Br...
Credit card debt hits new record
08 Nov 2023
Contributed by Lukas
Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG)...
A recession is happening if you look at banks
07 Nov 2023
Contributed by Lukas
Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amaz...
WeWork files for Chapter 11
07 Nov 2023
Contributed by Lukas
WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest ele...
Short selling ban
06 Nov 2023
Contributed by Lukas
South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The ...
Epic Games v. Google
06 Nov 2023
Contributed by Lukas
Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo A...
An extremely important week of data; understanding technical analysis
05 Nov 2023
Contributed by Lukas
Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding...
Catalyst Watch: Is consumer sentiment just another data point in the mix?
04 Nov 2023
Contributed by Lukas
Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet...
Jobs and wages weakening
03 Nov 2023
Contributed by Lukas
There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yiel...
Sam Bankman-Fried found guilty
03 Nov 2023
Contributed by Lukas
Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 s...
The Everything Is Awesome trade appears
02 Nov 2023
Contributed by Lukas
Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. produ...
Disney to acquire Comcast’s Hulu stake
02 Nov 2023
Contributed by Lukas
Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six...
Is the Fed done after second straight pause?
01 Nov 2023
Contributed by Lukas
The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike m...
Bayer hit with $332M verdict in Roundup trial
01 Nov 2023
Contributed by Lukas
Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks sl...
Apple's scary fast Macs get a shrug from Wall Street
31 Oct 2023
Contributed by Lukas
Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slam...
Albemarle, lithium names slump on supply-demand impact
31 Oct 2023
Contributed by Lukas
Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWin...
White House issues AI order
30 Oct 2023
Contributed by Lukas
The executive order establishes standards for safety and security. (0:15) Will Treasury refunding ov...
G7 to embrace AI principles-report
30 Oct 2023
Contributed by Lukas
G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative...
Catalyst Watch: Hershey lead, cocoa worries ahead of holidays
28 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-d...
More spending, less saving
27 Oct 2023
Contributed by Lukas
September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its ...
GM's Cruise pauses driverless operations
27 Oct 2023
Contributed by Lukas
GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts...
Economic growth surges in Q3
26 Oct 2023
Contributed by Lukas
GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft...
Ford, UAW strike deal
26 Oct 2023
Contributed by Lukas
Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surp...
China looks to jumpstart struggling economy
25 Oct 2023
Contributed by Lukas
China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:...
Alphabet dips, Microsoft jumps
25 Oct 2023
Contributed by Lukas
Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Mic...
Verizon and GE earnings impress
24 Oct 2023
Contributed by Lukas
Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter...
Li-Cycle fall sparks EV sector alert
24 Oct 2023
Contributed by Lukas
The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector....
Chevron buys Hess for $50 billion
23 Oct 2023
Contributed by Lukas
Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield t...
Roche to acquire Telavant
23 Oct 2023
Contributed by Lukas
Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline...
Fed focus, loving + hating earnings season, bonds competing with stocks
22 Oct 2023
Contributed by Lukas
Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a lit...
Catalyst Watch: Q3 GDP, Netflix strong performance
21 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the rel...
Solar stocks sink
20 Oct 2023
Contributed by Lukas
SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) C...
CVS pulls phenylephrine amid legal woes
20 Oct 2023
Contributed by Lukas
Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) work...
AT&T pops after earnings
19 Oct 2023
Contributed by Lukas
The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks stro...
Netflix soars on record subs, price hikes
19 Oct 2023
Contributed by Lukas
Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (...
Chips fall where they may
18 Oct 2023
Contributed by Lukas
Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong orga...
Foxconn, Nvidia tie up to build AI factories
18 Oct 2023
Contributed by Lukas
Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $...
Bond market slipping its anchor
17 Oct 2023
Contributed by Lukas
The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns contin...
Lockheed Martin clears next-gen test
17 Oct 2023
Contributed by Lukas
Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce ...
Rite Aid files Chapter 11
16 Oct 2023
Contributed by Lukas
Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Lion...
Dividends for a sliding market with Steven Cress
15 Oct 2023
Contributed by Lukas
Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when mar...
Catalyst Watch: Weight loss drugs make an impact
14 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the rel...
UK clears Microsoft-Activision deal
13 Oct 2023
Contributed by Lukas
UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcom...
Inflation bucks the downward trend
12 Oct 2023
Contributed by Lukas
A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing gui...
UAW strike expands at Ford
12 Oct 2023
Contributed by Lukas
UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT)...
Exxon buys Pioneer Natural Resources
11 Oct 2023
Contributed by Lukas
Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:5...
Birkenstock IPO
11 Oct 2023
Contributed by Lukas
Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) ...
Pepsi sees no hit from weight loss drugs
10 Oct 2023
Contributed by Lukas
PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) B...
Country Garden default warning
10 Oct 2023
Contributed by Lukas
Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW ...
Chevron shuts Israel natural gas facility
09 Oct 2023
Contributed by Lukas
Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management...
Oil prices pop
09 Oct 2023
Contributed by Lukas
Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Pelt...
Rate watching and why the bond market matters
08 Oct 2023
Contributed by Lukas
Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybo...
Catalyst Watch: Clean energy reacts to treasury market
07 Oct 2023
Contributed by Lukas
Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most...
Monster job gains
06 Oct 2023
Contributed by Lukas
September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial t...
PepsiCo leads beverage stock decline
06 Oct 2023
Contributed by Lukas
PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to ...
AT&T could jettison DirecTV stake
05 Oct 2023
Contributed by Lukas
AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Ame...
Walmart links Ozempic to sales
05 Oct 2023
Contributed by Lukas
Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry ...
AI seen outsmarting humanity in 10 years
04 Oct 2023
Contributed by Lukas
SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see ...
Renewed shutdown concerns
04 Oct 2023
Contributed by Lukas
Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to...
Benchmark Treasury yields hit 16-year high
03 Oct 2023
Contributed by Lukas
The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier ...
GM, Stellantis face $9.5B in fines-report
03 Oct 2023
Contributed by Lukas
GM, Stellantis (STLA) on hook for $9.5B in fines under fuel economy proposal - report. (00:28) McDon...
A quarter to forget
02 Oct 2023
Contributed by Lukas
October is traditionally strong for stocks, but it's no sure thing. (0:15) Goodbye, Kellogg (K). (3:...
Student loans resume
02 Oct 2023
Contributed by Lukas
Student loan payments resume. What does it mean for the economy? (00:23) Tesla (TSLA) rolls out upda...
Catalyst Watch: Today’s market vs. 2018
30 Sep 2023
Contributed by Lukas
Catalyst watch for the week of October 1. Seeking Alpha Senior Executive Editor Kim Khan on a notabl...
Inflation nears the Fed target?
29 Sep 2023
Contributed by Lukas
The Fed’s favorite inflation gauge falls below 4% for the first time in two years. (0:15) Bill Ack...
Nike rises on profit beat
29 Sep 2023
Contributed by Lukas
Nike (NKE) rises on profit beat; China sales miss estimates. (00:23) Exelon (EXC) to pay $46.2M pena...
Ryan Cohen takes GameStop reins as CEO
28 Sep 2023
Contributed by Lukas
Shares rise as meme crowd favorite Cohen takes GameStop (GME) top spot. (0:15) ChatGPT goes real tim...