Activity Overview
Episode publication activity over the past year
Netflix, Tesla shares dip following earnings
20 Jul 2023
Contributed by Lukas • Default Dataset
Netflix (NFLX) earnings call: Paid sharing key to ramping revenues in 2023. (00:28) Tesla (TSLA) inv...
Goldman earnings miss amid refocus
19 Jul 2023
Contributed by Lukas • Default Dataset
Goldman Sachs misses on bottom line but stock damage limited. Hot weather could severely threaten co...
Microsoft unveils pricing for AI tool
19 Jul 2023
Contributed by Lukas • Default Dataset
Microsoft (MSFT) hits all-time high after unveiling pricing for AI tool, Copilot. (00:36) J&J (J...
Ford falls after slashing prices
18 Jul 2023
Contributed by Lukas • Default Dataset
Ford (F) falls after slashing prices on electric F-150 to make them more affordable; GM also lower. ...
UN to discuss AI risks
17 Jul 2023
Contributed by Lukas • Default Dataset
UN to discuss AI risks in 1st formal meet on the new tech - report (00:22). Tesla (TSLA) enters the ...
Fed walking primrose path and cataclysmic scenarios with David Trainer
16 Jul 2023
Contributed by Lukas • Default Dataset
David Trainer on why, for the near-term, it's really all about liquidity (0:55) and why the Fed is h...
Catalyst Watch: Retail sales, Hollywood strike
15 Jul 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 16. Seeking Alpha Managing News Editor Kim Khan on what investor...
Traders sell the news on bank earnings
14 Jul 2023
Contributed by Lukas • Default Dataset
Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulu...
Earnings season kicks off
14 Jul 2023
Contributed by Lukas • Default Dataset
Bank Q2 earnings set to kick off with the bar set low as rates stay high. (00:25) Hollywood actors g...
ChatGPT and AI in government sights
13 Jul 2023
Contributed by Lukas • Default Dataset
OpenAI, the maker of the popular ChatGPT chatbot, is under investigation by the U.S. government over...
Palo Alto under pressure from Microsoft
13 Jul 2023
Contributed by Lukas • Default Dataset
Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to sus...
Stock bulls cheer as CPI drops to 3 percent
12 Jul 2023
Contributed by Lukas • Default Dataset
The June CPI report has stocks rallying, yields falling and betting the Fed is one and done. Oil con...
Is inflation cooling?
12 Jul 2023
Contributed by Lukas • Default Dataset
June consumer price index expected to show inflation cooling further — or will it? (00:29) EU expa...
Trading the Nasdaq 100 rebalance
11 Jul 2023
Contributed by Lukas • Default Dataset
The Nasdaq 100 faces an extraordinary rebalancing for just the third time and Wells Fargo spies some...
Rite Aid dips on bankruptcy report
11 Jul 2023
Contributed by Lukas • Default Dataset
Rite Aid (RAD) dips amid report it's considering bankruptcy to address opioid liabilities (00:28). B...
Icahn gets loan deal amid short pressure
10 Jul 2023
Contributed by Lukas • Default Dataset
Carl Icahn reportedly severs personal loans from Icahn Enterprises (IEP). SVB (SIVBQ) sues the FTC t...
Alibaba, Tencent in focus, Ant Group fined
10 Jul 2023
Contributed by Lukas • Default Dataset
Alibaba (BABA), Tencent (TCEHY) in focus as China unwinds tech crackdown (00:28). New M&A rules...
S&P, Nasdaq, Dow's problematic construction; T-Bill rates and yield curve creep
09 Jul 2023
Contributed by Lukas • Default Dataset
Matthew Tuttle and Rob Isbitts dissect today's stock market and its problematic index construction (...
Catalyst Watch: CPI, major bank earnings
08 Jul 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 9. Seeking Alpha Managing News Editor Kim Khan on what investors...
June posts rare nonfarm payrolls miss
07 Jul 2023
Contributed by Lukas • Default Dataset
June payrolls gain misses forecasts for the first time in months. Citi gets bearish on amusement par...
Canada increases subsidies for Stellantis battery plant
07 Jul 2023
Contributed by Lukas • Default Dataset
Canada to subsidize Stellantis (STLA) battery plant with up to C$15B in incentives (00:32). Will Jun...
Jobs market still humming
06 Jul 2023
Contributed by Lukas • Default Dataset
A raft of data shows persistent labor market tightness. Yields jump as market prices in 90% chance o...
OPEC will do ‘whatever necessary’
06 Jul 2023
Contributed by Lukas • Default Dataset
Oil bounces to two-week high as Saudi says OPEC will do 'whatever necessary.' (00:29) PHINIA (PHIN) ...
China ramps up chip war
05 Jul 2023
Contributed by Lukas • Default Dataset
China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgrad...
Instagram’s Threads
05 Jul 2023
Contributed by Lukas • Default Dataset
Instagram (META) puts Twitter rival app Threads on App Store with launch imminent (00:29). Illumina ...
Electric vehicles dominate shortened trading day
03 Jul 2023
Contributed by Lukas • Default Dataset
EV makers rallied as deliveries showed better-than-expected demand. Stocks finished slightly higher ...
Poor air quality, potential stock ideas
03 Jul 2023
Contributed by Lukas • Default Dataset
As northeast U.S. air quality suffers from wildfires, some potential stock ideas (FIXT). (00:28) Tes...
Will REITs stand up to a recession? Brad Thomas with Kirk Spano
02 Jul 2023
Contributed by Lukas • Default Dataset
Brad Thomas joins Kirk Spano to discuss using REITs as insulation and income generation during a pot...
Catalyst Watch: Heat waves and the economy
01 Jul 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors sh...
Cool inflation boosts stocks
30 Jun 2023
Contributed by Lukas • Default Dataset
The Fed's favorite inflation measure shows easing prices. Tesla (TSLA) expected to report record del...
FTC hearing to block Microsoft, Activision deal concludes
30 Jun 2023
Contributed by Lukas • Default Dataset
FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energ...
Amazon antitrust suit gets nearer
29 Jun 2023
Contributed by Lukas • Default Dataset
Amazon (AMZN) could face an FTC antitrust suit in the coming weeks. Banks pass stress tests. Morgan ...
Micron Technology loss beats estimates
29 Jun 2023
Contributed by Lukas • Default Dataset
Micron Technology (MU) pops as Q3 loss beats estimates (00:23). TuSimple (TSP) to weigh options for ...
Getting to grips with Nvidia
28 Jun 2023
Contributed by Lukas • Default Dataset
Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome ...
Unity Software unveils AI marketplace
28 Jun 2023
Contributed by Lukas • Default Dataset
Unity Software (U) surges as it unveils AI marketplace, Wells Fargo starts coverage (00:27). Nvidia ...
Walgreens drops to basement of the Dow
27 Jun 2023
Contributed by Lukas • Default Dataset
Walgreens (WBA) slumps on guidance and is now the worst Dow performer for 2023. Durable goods, consu...
Lordstown Motors plunges on bankruptcy filing
27 Jun 2023
Contributed by Lukas • Default Dataset
Lordstown Motors (RIDE) plunges after bankruptcy filing, Foxconn lawsuit. (00:28) Jackson Financial ...
Obesity pills show significant weight loss
26 Jun 2023
Contributed by Lukas • Default Dataset
Novo Nordisk high-dose pills show promise with weight loss in trials. Alphabet (GOOG) (GOOGL) is dow...
Chaos in Russia
26 Jun 2023
Contributed by Lukas • Default Dataset
Putin vs. Wagner: What does chaos in Russia mean for the markets? (00:24) IBM (IBM) nears $5B acquis...
Catalyst Watch: Musk vs Zuck, last man standing
24 Jun 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of June 25. Seeking Alpha Managing News Editor Kim Khan says the inflati...
More companies get in on CHIPs Act funds
23 Jun 2023
Contributed by Lukas • Default Dataset
More companies are now eligible to get funds from the CHIPs Act. Deutsche Bank is unimpressed with t...
Microsoft battles FTC in court
23 Jun 2023
Contributed by Lukas • Default Dataset
Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps ...
Copper prices popping
22 Jun 2023
Contributed by Lukas • Default Dataset
Copper prices hit a seven-week high as inventories fall. Tesla (TSLA) gets a downgrade from Morgan S...
Cell-based meat gains U.S. approval
22 Jun 2023
Contributed by Lukas • Default Dataset
Cell-based meat is approved in the U.S. for the first time (TSN).(00:24) Car insurer Root (ROOT) jum...
Inflation still a big battle
21 Jun 2023
Contributed by Lukas • Default Dataset
Fed Chairman Jerome Powell kicks off his Washington testimony saying there is a long way to go on in...
Powell faces questions on Capitol Hill
21 Jun 2023
Contributed by Lukas • Default Dataset
S&P, Dow, Nasdaq futures tread water ahead of Fed Powell's testimony.(00:24) FedEx (FDX) falls a...
Alibaba announces new leadership
20 Jun 2023
Contributed by Lukas • Default Dataset
Alibaba Group (BABA) Announces Chairman and CEO Succession Plan (00:25). Biden sees progress in U.S....
Catalyst Watch: FedEx earnings, sports teams takeovers
17 Jun 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of June 18. Seeking Alpha Managing News Editor Kim Khan gives investors ...
Virgin Galactic soars
16 Jun 2023
Contributed by Lukas • Default Dataset
Virgin Galactic (SPCE) targets late June for official launch of commercial service (00:32). Squaresp...
Fed holds steady
15 Jun 2023
Contributed by Lukas • Default Dataset
Federal Reserve holds interest rate steady in June, skipping a hike (00:28). Music publishers (SONY)...
Fed special: Rates held, Powell’s tell and market impact with Chaim Siegel
14 Jun 2023
Contributed by Lukas • Default Dataset
Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wedne...
Fed expected to skip June hike, then what?
14 Jun 2023
Contributed by Lukas • Default Dataset
Federal Reserve expected to skip June rate hike, but then what (00:40)? Google (GOOG) (GOOGL) delays...
May CPI on tap
13 Jun 2023
Contributed by Lukas • Default Dataset
CPI will give Federal Reserve new data on fight against inflation (00:28). Alphabet (GOOGL) (GOOG) t...
U.S. credit card debt nears the $1T mark
12 Jun 2023
Contributed by Lukas • Default Dataset
U.S. credit card debt nears the $1T mark: Is there a reason to worry (00:27)? Nio (NIO) cuts prices ...
Fed hikes, quantitative tightening and international price action with Mike Zaccardi
11 Jun 2023
Contributed by Lukas • Default Dataset
Mike Zaccardi, CFA, CMT joins James Foord for a discussion around the Fed funds market (0:30), wheth...
Catalyst Watch: AI, 'Winner-Take-More' Game?
10 Jun 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his ...
Trump SPAC DWAC on Watch Following Indictment
09 Jun 2023
Contributed by Lukas • Default Dataset
Trump SPAC DWAC on watch after indictment in classified documents case (00:27). EVs made by General ...
GameStop Slides on C-Suite Shakeup
08 Jun 2023
Contributed by Lukas • Default Dataset
Wildfires, smoke and air quality bring up the climate ETF discussion (00:35). GameStop (GME) slides ...
SEC Versus Coinbase, Binance
07 Jun 2023
Contributed by Lukas • Default Dataset
SEC versus crypto: Regulatory clarity or confusion? (00:55) Apple (AAPL) reportedly acquired AR sta...
Atlas Lithium Slapped with Securities Fraud Lawsuit
06 Jun 2023
Contributed by Lukas • Default Dataset
Atlas Lithium (ATLX) slapped with securities fraud lawsuit (05:04). Apple (AAPL) unveils $3,500 AR/V...
Apple WWDC 2023 Preview
05 Jun 2023
Contributed by Lukas • Default Dataset
Apple (AAPL) WWDC 2023 preview: Mixed reality headset likely to be the star (00:55). Saudis to cut a...
The Default Saga Ends
02 Jun 2023
Contributed by Lukas • Default Dataset
U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and...
Liquidity Squeeze
01 Jun 2023
Contributed by Lukas • Default Dataset
lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news f...
AI Extinction-Level Threat
31 May 2023
Contributed by Lukas • Default Dataset
AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill cl...
Debt Deal Heads To Vote
30 May 2023
Contributed by Lukas • Default Dataset
The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the ...
Bank Tightening, Commercial Real Estate And Natural Gas Demand
28 May 2023
Contributed by Lukas • Default Dataset
Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:...
Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin
26 May 2023
Contributed by Lukas • Default Dataset
Julian Lin discusses the tech sector, macro headwinds and recent earnings.(0:30) - Tech's powerful r...
The Few, The Tech, The Stock Leaders
26 May 2023
Contributed by Lukas • Default Dataset
Stock market leadership continues to narrow, the framework for a debt limit deal could be in place a...
U.S. AAA Credit Rating on Negative Watch
25 May 2023
Contributed by Lukas • Default Dataset
Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on s...
Retailers Call Out Organized Theft Hitting Profits
24 May 2023
Contributed by Lukas • Default Dataset
The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs a...
America's AI Strategy
24 May 2023
Contributed by Lukas • Default Dataset
White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earning...
Microvast Plunges on Canceled Grant Report
23 May 2023
Contributed by Lukas • Default Dataset
Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jump...
Ford's Capital Markets Day With David Alton Clark - Bullishness Intact
22 May 2023
Contributed by Lukas • Default Dataset
Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets D...
Micron Drops in War Over Silicon
22 May 2023
Contributed by Lukas • Default Dataset
Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (V...
Fed Pause, Mid-Cycle Slowdown And Banks' Liquidity Crisis With James Foord And Lawrence Fuller
21 May 2023
Contributed by Lukas • Default Dataset
The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation ex...
Catalyst Watch: Jobless Claims Review, Lowe’s Earnings Preview
20 May 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out ...
Disney Dumps $1B Florida Project
19 May 2023
Contributed by Lukas • Default Dataset
Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes sub...
TikTok Ban in Montana
18 May 2023
Contributed by Lukas • Default Dataset
Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new fea...
VivoPower Rises on Distribution Deal
17 May 2023
Contributed by Lukas • Default Dataset
Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyro...
13F Filings: Berkshire Takes New Stakes in COF, DEO
16 May 2023
Contributed by Lukas • Default Dataset
Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Po...
Vice Files Chapter 11
15 May 2023
Contributed by Lukas • Default Dataset
Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan...
Inflation Metrics, Yield Curve Reliability And Staying Defensive With Eric Basmajian
14 May 2023
Contributed by Lukas • Default Dataset
Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time i...
The Week Ahead: AI Concerns & Space Opportunities
14 May 2023
Contributed by Lukas • Default Dataset
U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest grow...
Retail Sales, Walmart Earnings Preview
13 May 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for...
Musk Announces New Chief Twit, Tesla Rises
12 May 2023
Contributed by Lukas • Default Dataset
Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock...
Polar Power Soars
11 May 2023
Contributed by Lukas • Default Dataset
Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Pola...
April CPI Report Due
10 May 2023
Contributed by Lukas • Default Dataset
April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to...
Palantir Technologies Stock Soars
09 May 2023
Contributed by Lukas • Default Dataset
Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay...
Berkshire Hathaway Reports Q1 Earnings
08 May 2023
Contributed by Lukas • Default Dataset
'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Ber...
The Week Ahead: Disney Earnings, April Inflation
07 May 2023
Contributed by Lukas • Default Dataset
Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set...
Catalyst Watch: SLOOS, CPI, Disney Earnings Preview
06 May 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next w...
Apple Rises on Q2 Results
05 May 2023
Contributed by Lukas • Default Dataset
Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payr...
PacWest Confirms Sale Talks
04 May 2023
Contributed by Lukas • Default Dataset
Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWe...
Fed Decision Day, Then What?
03 May 2023
Contributed by Lukas • Default Dataset
Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprise...
Yellen Warns U.S. Could Default on Debt Soon
02 May 2023
Contributed by Lukas • Default Dataset
U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Strugglin...
JPMorgan to Acquire First Republic Bank
01 May 2023
Contributed by Lukas • Default Dataset
First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recom...
FOMC, Mega-Caps And The VIX With JD Henning And Chaim Siegel
30 Apr 2023
Contributed by Lukas • Default Dataset
JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap s...
The Week Ahead: Auto Updates & Apple Earnings
30 Apr 2023
Contributed by Lukas • Default Dataset
Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates ...
Catalyst Watch: FOMC Meeting, Apple Earnings Preview
29 Apr 2023
Contributed by Lukas • Default Dataset
Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spot...
Amazon, Pinterest, Snap
28 Apr 2023
Contributed by Lukas • Default Dataset
Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as ...