Activity Overview
Episode publication activity over the past year
Las Vegas hospitality workers vote to strike
28 Sep 2023
Contributed by Lukas
Las Vegas hospitality workers vote for strike against hotels, casinos. (00:25) Johnson Controls (JCI...
Oil stockpile at precarious low
27 Sep 2023
Contributed by Lukas
Crude stocks at Cushing, Okla. hit their lowest level in 14 months. (0:15) Hollywood writers set to ...
Retail theft
27 Sep 2023
Contributed by Lukas
Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss exist...
Ford pauses EV battery plant
26 Sep 2023
Contributed by Lukas
Ford (F) pauses construction on giant electric vehicle battery plant in Michigan. (00:26) Costco (CO...
Hollywood writers reach tentative deal
25 Sep 2023
Contributed by Lukas
Studios, writers reach tentative agreement to end strike. (00:23) Apple (AAPL) to boost India produc...
Powell prioritizes inflation, overblown Fed reactions and market narratives
24 Sep 2023
Contributed by Lukas
Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:4...
The stock market is starting to gradually roll over
23 Sep 2023
Contributed by Lukas
Rob Isbitts shares why the stock market has been resilient; T-Bills' tough competition (0:35) the sa...
U.K. issues preliminary OK for Microsoft-Activision deal
22 Sep 2023
Contributed by Lukas
U.K. issues preliminary approval for Microsoft-Activision merger. (00:26) Kevin McCarthy's third at...
FedEx pops
21 Sep 2023
Contributed by Lukas
FedEx (FDX) rises after the close on strong results, estimates. (00:28) Cleveland-Cliffs (CLF) refus...
Fed holds but yanks two cuts from dot plot
20 Sep 2023
Contributed by Lukas
The Federal Reserve kept interest rates on hold as expected. But the summary of economic projections...
Klaviyo IPO
20 Sep 2023
Contributed by Lukas
Klaviyo prices IPO at $30 a share. (00:27) Uber (UBER) may be forced to hike prices by 40% if EU gig...
The holiday shopper already looking strong
19 Sep 2023
Contributed by Lukas
Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the...
FOMC day 1
19 Sep 2023
Contributed by Lukas
Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at th...
Regulating AI
18 Sep 2023
Contributed by Lukas
U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales...
Giga Turkey?
18 Sep 2023
Contributed by Lukas
Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hop...
Catalyst Watch: Manchester United: Ever on the market?
16 Sep 2023
Contributed by Lukas
Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the b...
Nation’s inflation mood shifting?
15 Sep 2023
Contributed by Lukas
Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32)...
UAW walkout
15 Sep 2023
Contributed by Lukas
UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B ...
US oil tops $90 per barrel
14 Sep 2023
Contributed by Lukas
WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08)...
Arm Holdings Valuation Exceeds $54B
14 Sep 2023
Contributed by Lukas
Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier...
Inflation heats up, but not enough to phase the Fed
13 Sep 2023
Contributed by Lukas
Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14...
Apple’s next generation
13 Sep 2023
Contributed by Lukas
Apple (AAPL) unveils watch operated by finger movements, iPhone 15, titanium casing. (00:29) Workhor...
Farewell fossil fuel era
12 Sep 2023
Contributed by Lukas
IEA says peak oil, coal demand hits before 2030. (0:15) Amazon (AMZN) strikes carbon capture deal wi...
WestRock jumps on Smurfit Kappa merger
12 Sep 2023
Contributed by Lukas
WestRock (WRK) jumps on Smurfit Kappa (SMFTF) merger to create $20B packaging giant. (00:28) JPMorga...
Big demand for Arm IPO? Not so fast
11 Sep 2023
Contributed by Lukas
Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft...
Alibaba’s surprise leadership shift
11 Sep 2023
Contributed by Lukas
Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM...
Opportunity is in energy, especially oil and gas - Chris DeMuth Jr.
10 Sep 2023
Contributed by Lukas
Chris DeMuth Jr. talks about investing in 2023, the current state of the market (0:30) and why he li...
UAW pushback hits GM, Ford
08 Sep 2023
Contributed by Lukas
Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29)...
C3.ai drops 2024 profit goal
07 Sep 2023
Contributed by Lukas
C3.ai (AI) says will not be profitable in Q4 of fiscal year 2024. (00:29) Alibaba (BABA), Baidu (BID...
Oil futures soar before sliding
06 Sep 2023
Contributed by Lukas
Oil jumps to 10-month high as Saudi Arabia, Russia prolong cuts in output. (00:31) Enbridge's (ENB) ...
AI: 11% of healthcare budgets in 2024-MS
05 Sep 2023
Contributed by Lukas
AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley. (00:33) Thoma Bravo in advanced ...
Goldilocks jobs reports
01 Sep 2023
Contributed by Lukas
A rise in the unemployment rate with participation rising points to a looser labor market. (0:15) St...
23andMe receives new FDA green light
01 Sep 2023
Contributed by Lukas
23andMe (ME) rises on FDA clearance to report more genetic variants. (00:26) UPS offers some pilots...
Fed quietly issues warnings to regional banks
31 Aug 2023
Contributed by Lukas
The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation g...
Salesforce rallies on earnings beat
31 Aug 2023
Contributed by Lukas
Salesforce (CRM) jumps as Q2 results top expectations, raises guidance. (00:31) CrowdStrike (CRWD) s...
GDP revised down as weak data persists
30 Aug 2023
Contributed by Lukas
GDP and inflation are revised down, prompting more dovish bets. (0:15) ATM fees hit a new record. (3...
Grayscale wins in court
30 Aug 2023
Contributed by Lukas
Grayscale wins court ruling over SEC's denial of Bitcoin ETF; Coinbase (COIN) jumps. (00:28) Hurrica...
EV maker NIO stumbles as lower prices hit Q2
29 Aug 2023
Contributed by Lukas
EV maker NIO feels the pinch of lower prices on margins. (0:15) Job openings drop to lowest level in...
American Airlines fined for tarmac delays
29 Aug 2023
Contributed by Lukas
American Airlines (AAL) is hit with the largest fine ever for breaking tarmac delay rules. (00:27) T...
China Evergrande stock steamrolled
28 Aug 2023
Contributed by Lukas
Property developer China Evergrande loses 80% of its value as it resumes trading. (0:15) Under Armou...
XPeng partners with DiDi Global
28 Aug 2023
Contributed by Lukas
XPeng (XPEV) enters a strategic partnership with DiDi Global (DIDIY) that includes buying its smart ...
Catalyst Watch: Nvidia enthusiasm fizzles
26 Aug 2023
Contributed by Lukas
Catalyst watch for the week of August 27. Seeking Alpha Senior Executive Editor Kim Khan on the core...
Fed's Powell gives fodder for hawks and doves
25 Aug 2023
Contributed by Lukas
Jay Powell plays it safe, leading to large swings in stocks. (0:15) Investors ramp up bets against D...
Maui suit claims Hawaiian Electric caused wildfire
25 Aug 2023
Contributed by Lukas
New Maui County lawsuit alleges Hawaiian Electric's (HE) negligence caused wildfire. (00:34) DoJ sue...
Oil snaps trend hitting monthly low
24 Aug 2023
Contributed by Lukas
Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from...
Nvidia soars on Q2 earnings
24 Aug 2023
Contributed by Lukas • Default Dataset
Nvidia (NVDA) soars as Q2 earnings, guidance smash estimates; unveils $25B buyback. (00:27) Jerome P...
Goldman ramps up return to the office
23 Aug 2023
Contributed by Lukas • Default Dataset
Goldman Sachs putting pressure on workers not in the office 5 days a week. (0:15) Foot Locker (FL) p...
FTC to probe Qualcomm’s auto-chip deal
23 Aug 2023
Contributed by Lukas • Default Dataset
Deep FTC probe of Qualcomm (QCOM) auto-chip deal reportedly on deck for Wednesday. (00:32) VinFast (...
Nvidia hits new yearly high on earnings optimism
22 Aug 2023
Contributed by Lukas • Default Dataset
Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-ri...
Arm’s IPO on Nasdaq
22 Aug 2023
Contributed by Lukas • Default Dataset
Arm (SFTBY) files IPO, set to trade on Nasdaq. (00:26) Tingo (TIO) postpones Q2 results yet again af...
Big demand for shares in J&J spinoff Kenvue
21 Aug 2023
Contributed by Lukas • Default Dataset
J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up aga...
Marsh McLennan reaches deal for Honan Insurance
21 Aug 2023
Contributed by Lukas • Default Dataset
Marsh & McLennan (MMC) reaches $450M deal for Australia's Honan Insurance. (00:32) Bill Ackman, ...
Highly concentrated rally expanding to other sectors; quant stock picking
20 Aug 2023
Contributed by Lukas • Default Dataset
Steven Cress, head of Quantitative Strategy at Seeking Alpha, joins Kim Khan to discuss the current ...
Catalyst Watch: Decoding r-star
19 Aug 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of August 20. Seeking Alpha Managing News Editor Kim Khan on the signifi...
Home sales slump, rates increase
18 Aug 2023
Contributed by Lukas • Default Dataset
U.S. home sales see first monthly slump since April while long-term mortgages exceed 7%. (00:34) Chi...
More rate hikes ahead?
17 Aug 2023
Contributed by Lukas • Default Dataset
Some Fed officials favored maintaining rates in July; most open to hikes ahead: FOMC minutes. (00:27...
Intel axes Tower Semi acquisition
16 Aug 2023
Contributed by Lukas • Default Dataset
Intel (INTC) axes Tower Semiconductor (TSEM) acquisition after not getting China nod. (00:22) Electr...
Retail sales blow past forecasts
15 Aug 2023
Contributed by Lukas • Default Dataset
Consumer spending confounds expectations in July, with an Amazon (AMZN) assist. (0:15) Sea Limited (...
Q2 13F filings
15 Aug 2023
Contributed by Lukas • Default Dataset
Warren Buffett's Berkshire (BRK.B) builds stakes in homebuilders DHI, NVR, Lennar (LEN.B). (00:28) S...
Goldman pencils in first Fed rate cut
14 Aug 2023
Contributed by Lukas • Default Dataset
Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia ...
U.S Steel rejects Cleveland-Cliffs offer
14 Aug 2023
Contributed by Lukas • Default Dataset
U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23)...
Watching yields, soft landing and extending bond durations
13 Aug 2023
Contributed by Lukas • Default Dataset
Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. de...
Catalyst Watch: AMAT, TGT, WMT preview; DIS review
12 Aug 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what invest...
Hot wholesale inflation spooks hawks
11 Aug 2023
Contributed by Lukas • Default Dataset
Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Bide...
Union trouble for major automakers
11 Aug 2023
Contributed by Lukas • Default Dataset
GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26) S...
A 'goldilocks' July CPI and Disney streaming with Victor Dergunov
10 Aug 2023
Contributed by Lukas • Default Dataset
Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to to...
July CPI on tap
10 Aug 2023
Contributed by Lukas • Default Dataset
July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) q...
Deepfake deal could legitimize AI music
09 Aug 2023
Contributed by Lukas • Default Dataset
Universal Music and Google in talks for artists to get paid for AI deepfakes. (0:15) WeWork could ru...
ESPN sports betting shakeup
09 Aug 2023
Contributed by Lukas • Default Dataset
Sports betting shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanD...
Banks not out of the woods
08 Aug 2023
Contributed by Lukas • Default Dataset
Moody’s cuts ratings on small- and midsize banks and puts six big lenders on watch. (0:15) Weight ...
SF Fed: Shelter inflation negative in 2024?
08 Aug 2023
Contributed by Lukas • Default Dataset
U.S. shelter inflation, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Di...
Office space meltdown
07 Aug 2023
Contributed by Lukas • Default Dataset
HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:...
Berkshire Hathaway earnings
07 Aug 2023
Contributed by Lukas • Default Dataset
Berkshire Hathaway (BRK.A) Q2 operating earnings drive up on strong insurance results. (00:27) Debt-...
Credit event, long duration treasuries, utilities and classifying a bear market
06 Aug 2023
Contributed by Lukas • Default Dataset
Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event comi...
Catalyst Watch: CPI, BABA, DIS, PLTR, UPS preview
05 Aug 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investo...
Unemployment falls even as job gains ease
04 Aug 2023
Contributed by Lukas • Default Dataset
Nonfarm payrolls come in light with down revisions but the jobless rate falls to 3.5%. (0:12) Fortin...
Labor market strength with signs of weakness
04 Aug 2023
Contributed by Lukas • Default Dataset
Labor market strength seen persisting in July with some signs of weakness (0:20), Apple slips and Am...
Bill Ackman bets against the long bond
03 Aug 2023
Contributed by Lukas • Default Dataset
Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries dr...
Amazon, Apple earnings on tap
03 Aug 2023
Contributed by Lukas • Default Dataset
Apple (AAPL) Q3 preview: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on...
White House balks at oil purchase
02 Aug 2023
Contributed by Lukas • Default Dataset
U.S. scraps offer to buy 6 million barrels of crude for the SPR (0:15). ADP jobs report exceeds expe...
United States loses top rating at Fitch
02 Aug 2023
Contributed by Lukas • Default Dataset
United States loses top rating at Fitch; long-term IDR cut to AA+. (00:25) Why did Teladoc (TDOC) st...
BP misses estimates
01 Aug 2023
Contributed by Lukas • Default Dataset
BP misses Q2 top and bottom line estimates; initiates Q3 outlook. (00:25) Federal judge said to reje...
Corporate earnings scorecard
31 Jul 2023
Contributed by Lukas • Default Dataset
Societe Generale says margins are where surprises are this earnings season. Ford (F) recalls over 87...
Walmart increases stake in Flipkart
31 Jul 2023
Contributed by Lukas • Default Dataset
Walmart (WMT) pays $1.4B to increase its stake in India's Flipkart - report. (00:26) Yellow Corp. (Y...
S&P 500 rally, DIA vs. QQQ, perma-realism and tech giants' important earnings
30 Jul 2023
Contributed by Lukas • Default Dataset
Matthew Tuttle and Rob Isbitts discuss the SPY rally and DIA vs QQQ (1:00), why investors should tra...
Catalyst Watch: Jobs report, AAPL, MRK, SBUX preview
29 Jul 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 30. Seeking Alpha Managing News Editor Kim Khan on what investor...
Disinflation nation
28 Jul 2023
Contributed by Lukas • Default Dataset
The Fed’s favorite inflation gauge adds to the cooling inflation evidence (0:15). Biogen (BIIB) bu...
Intel surges on Q2 results
28 Jul 2023
Contributed by Lukas • Default Dataset
Intel (INTC) surges as Q2 results show PC rebound underway, strong guidance. (00:27) U.S. crude oil ...
GDP blows past forecasts
27 Jul 2023
Contributed by Lukas • Default Dataset
Strong Q2 GDP further undermines the recession narrative. Everybody wants to go on a cruise. Which q...
Lead cables probe
27 Jul 2023
Contributed by Lukas • Default Dataset
Justice Dept., EPA reportedly investigate telecom companies over lead cables. (00:30) Meta earnings ...
Fed will continue to hover over markets
26 Jul 2023
Contributed by Lukas • Default Dataset
Seeking Alpha analysts look down the road for the Fed and markets. Amazon could face breakup FTC sui...
One more rate hike?
26 Jul 2023
Contributed by Lukas • Default Dataset
One more Federal Reserve rate hike expected but hawks, doves differ on what's next. (00:33) PacWest ...
Big bear spies AI bubble
25 Jul 2023
Contributed by Lukas • Default Dataset
Is there an AI bubble building in stocks or a cash generating machine? Verizon (VZ) maintains full-y...
Disinflation could become a headwind - MS
25 Jul 2023
Contributed by Lukas • Default Dataset
Disinflation could become a headwind - Morgan Stanley. (00:30) Adobe (ADBE) reportedly won't offer r...
EV maker VinFast set to break ground
24 Jul 2023
Contributed by Lukas • Default Dataset
Vietnamese EV maker VinFast is ready to begin North Carolina plant. J&J launches Kenvue exchange...
AMC skyrockets following court ruling
24 Jul 2023
Contributed by Lukas • Default Dataset
AMC doubles after hours, APEs slide as settlement is rejected. (00:28) 'Barbie' (WBD) and 'Oppenheim...
Avoiding recession, cooling inflation, AI plays and financial earnings with Victor Dergunov
23 Jul 2023
Contributed by Lukas • Default Dataset
Victor Dergunov runs The Financial Prophet. (0:35) 25 basis point increase likely coming from Fed an...
Catalyst Watch: Fed week, earnings blitz
22 Jul 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 23. Seeking Alpha Managing News Editor Kim Khan on what investor...
Taming the AI Wild West
21 Jul 2023
Contributed by Lukas • Default Dataset
Hackers already deep into AI as Big Tech pledges cooperation with DC. Stock bulls face trouble witho...
Google goes into overdrive to power Gemini
21 Jul 2023
Contributed by Lukas • Default Dataset
AI race in full swing as Google (GOOG) (GOOGL) goes into overdrive to power Gemini. (00:31) Trump SP...