エピソード

  • Nike rallies as new CEO boosts hopes

    Nike rallies as new CEO boosts hopes
    2024/09/20
    Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55) Macy's (M) to hire fewer employees for holiday season this year. (02:39)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Friday: FDX, NKE, and more
    OpenAI's possible pursuit of IPO creates unique challenges
    J&J said to boost offer to settle baby powder lawsuits to over $8.2B
    Disney to stop using Slack as its corporate messaging platform - WSJ

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    6 分
  • Jamie Dimon warns on 'evil axis'

    Jamie Dimon warns on 'evil axis'
    2024/09/19
    J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)

    Show Notes
    Small cap stocks that could perform best during downturns

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • FedEx earnings on deck

    FedEx earnings on deck
    2024/09/19
    FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: PLUG, NIO, and more
    Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
    Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
    Tesla's upcoming robotaxi event has analysts and investors guessing

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    7 分
  • Fed slashes interest rates by half point

    Fed slashes interest rates by half point
    2024/09/18
    Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)

    Show Notes
    Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
    The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • Gulf, East coast port strike looms as talks stall

    Gulf, East coast port strike looms as talks stall
    2024/09/18
    East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: LUNR, CWST, and more
    Snap releases latest AR glasses, Spectacles, targeted at developers
    EU to impose hefty fines on Meta over classified ads practices - report
    United States Steel gains on reports it won an extension for US review of Nippon Steel

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    6 分
  • Intel gets a little groove back

    Intel gets a little groove back
    2024/09/17
    The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)

    Show Notes
    SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
    Small-cap stocks best positioned for further upside

    Episode transcripts: seekingalpha.com/wsb
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    6 分
  • Tupperware to file bankruptcy - report

    Tupperware to file bankruptcy - report
    2024/09/17
    Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: INTC and APP
    Free speech? TikTok in court to argue against U.S. ban
    Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
    Boeing’s 2008 strike offers clues on current work stoppage

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    7 分
  • Holiday shopping season kicks off in less than a month

    Holiday shopping season kicks off in less than a month
    2024/09/16
    Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)

    Show Notes
    Goldman rebalances its long and short duration stock baskets
    Citi cuts estimates on Applied Materials, Lam Research, KLA

    Episode transcripts: seekingalpha.com/wsb
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    8 分