16 MAY 2024 · AT&T (T) goes https://seekingalpha.com/news/4106977-att-goes-up-against-elon-musks-starlink-with-ast-spacemobile-deal?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its https://seekingalpha.com/news/4107086-chinese-ev-startup-nio-changing-its-global-strategy-as-us-eu-tariffs-loom-report?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to https://seekingalpha.com/news/4107062-peloton-hires-jp-morgan-raise-money-refinance-debt?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service. (03:49) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service. Show links:  https://seekingalpha.com/news/4107089-biggest-stock-movers-today-csco-cb-and-more?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service https://seekingalpha.com/news/4106827-winners-and-losers-from-the-latest-retail-sales-report?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service https://seekingalpha.com/news/4106859-netflix-discloses-ad-supported-plan-tops-40m-users?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service https://seekingalpha.com/news/4106984-palo-alto-networks-and-ibm-announces-partnership-to-deliver-ai-powered-security-offerings-for-customers?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:att_strikes_deal_with_ast_spacemobile_for_satellite_to_cellphone_service and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

15 MAY 2024 · April CPI comes in https://seekingalpha.com/news/4106441-cpi-headline-inflation-comes-in-slightly-lower-than-expected-core-cpi-inline?source=wsb_podcast:inflation_eases_back (0:16) Netflix gets Christmas https://seekingalpha.com/news/4106596-netflix-to-live-stream-two-christmas-nfl-games?source=wsb_podcast:inflation_eases_backl. (3:08)  Goldman screens for best https://seekingalpha.com/news/4106631-call-and-put-selling-candidates-based-on-recent-stock-performance-goldman?source=wsb_podcast:inflation_eases_back. (5:11) Show Notes https://seekingalpha.com/news/4106628-cathie-wood-sells-over-300k-shares-of-jack-dorseys-sq-this-week?source=wsb_podcast:inflation_eases_back Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:inflation_eases_back Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:inflation_eases_back and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:inflation_eases_back.

15 MAY 2024 · Comcast (CMCSA) reveals its own https://seekingalpha.com/news/4106276-comcast-streaming-bundle-peacock-netflix-apple-tv-deep-discount?source=wsb_podcast:comcast_unveils_streamsaver_bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary https://seekingalpha.com/news/4106258-kenvue-prices-secondary-stock-offering-johnson-johnson-exit?source=wsb_podcast:comcast_unveils_streamsaver_bundle as Johnson & Johnson exits. (01:23) CVS risks losing https://seekingalpha.com/news/4106070-cvs-health-stock-falls-after-warning-medicare-memberships?source=wsb_podcast:comcast_unveils_streamsaver_bundle in Medicare memberships next year. (01:50) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:comcast_unveils_streamsaver_bundle. Show links:  https://seekingalpha.com/news/4106275-biggest-stock-movers-today?source=wsb_podcast:comcast_unveils_streamsaver_bundle https://seekingalpha.com/news/4106245-exxon-makes-new-oil-discovery-offshore-angola-sp-global?source=wsb_podcast:comcast_unveils_streamsaver_bundle https://seekingalpha.com/news/4106247-boeing-ran-afoul-of-criminal-settlement-on-737-crashes-doj-says?source=wsb_podcast:comcast_unveils_streamsaver_bundle https://seekingalpha.com/news/4106303-us-senators-push-for-32b-in-emergency-spending-on-ai?source=wsb_podcast:comcast_unveils_streamsaver_bundle Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:comcast_unveils_streamsaver_bundle and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

14 MAY 2024 · AMC cashes in with https://seekingalpha.com/news/4105848-amc-cashes-in-on-meme-rally-with-250m-stock-offering-shares-246-in-two-days?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts as the meme rollercoaster continues. (0:16) Powell adamant policy is https://seekingalpha.com/news/4105858-jerome-powell-reiterates-wait-and-see-approach-to-feds-monetary-policy?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts. (2:07) PPI comes in hot but https://seekingalpha.com/news/4105749-producer-price-index-accelerates-in-april-gaining-22-yy?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts calm traders. (2:22)  Show Notes https://seekingalpha.com/news/4105650-meme-stock-fever-still-running-high-gamestop-amc-up-50-premarket?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts https://seekingalpha.com/news/4105712-berkshire-hathaway-mystery-stock-investment-might-be-revealed-soon?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts https://seekingalpha.com/news/4104941-10-lessons-from-earnings-season-socgen?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts.

14 MAY 2024 · Novo Nordisk: Patients on Wegovy https://seekingalpha.com/news/4105585-novo-nordisk-weight-loss-patients-wegovy-maintained-four-years?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years weight loss over four years. (00:24)  Walmart to https://seekingalpha.com/news/4105579-walmart-to-layoff-relocate-staff-report?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years jobs, relocate staff - WSJ. (01:28) Uber https://seekingalpha.com/news/4105573-uber-buys-foodpanda-delivery-business-in-taiwan-for-950m?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years delivery business in Taiwan for $950M. (02:19) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years. Show links:  https://seekingalpha.com/news/4105593-biggest-stock-movers-today-meme-stocks-alc-and-more?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years https://seekingalpha.com/news/4105332-what-april-cpi-inflation-reading-means-for-fed?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years https://seekingalpha.com/news/4105328-stocks-with-more-than-10-short-interest-finviz-screener?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years https://seekingalpha.com/news/4105410-morgan-stanley-names-6-stocks-to-help-investors-navigate-the-consumer-downshift?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

13 MAY 2024 · Roaring Kitty https://seekingalpha.com/news/4105129-roaring-kittys-return-amps-up-meme-stock-animal-spirits?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars and GameStop is off to the races. (0:16) Consumer expecting https://seekingalpha.com/news/4105251-consumers-see-stickier-inflation-ahead-ny-federal-reserve?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars ahead. (2:15) The best https://seekingalpha.com/news/4104943-bofas-pain-trades-for-bulls-and-bears?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars for bulls and bears. (4:53) Snow Notes https://seekingalpha.com/news/4104944-magnificent-7-predicted-to-reinvest-350-billion-this-year?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars https://seekingalpha.com/news/4105101-nvidia-favorite-in-ai-basket-gets-buy-rating-at-jefferies?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars.

13 MAY 2024 · Arm Holdings said to eye https://seekingalpha.com/news/4104956-arm-holdings-ai-chip-launch-plan-softbank-bet?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report next year in major SoftBank bet. (00:24) United Auto Workers faces https://seekingalpha.com/news/4104939-united-auto-workers-faces-key-vote-among-mercedes-workers-in-alabama?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report among Mercedes workers in Alabama. (01:28) Amazon https://seekingalpha.com/news/4104959-amazon-to-invest-13-bln-in-france-create-3000-jobs-report?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report $1.3 bln in France, create 3,000 jobs - report. (02:15) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report. Show links:  https://seekingalpha.com/news/4104995-biggest-stock-movers-today-zk-tme-gme-and-more?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report https://seekingalpha.com/news/4104944-magnificent-7-predicted-to-reinvest-350-billion-this-year?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report https://seekingalpha.com/news/4104955-apple-workers-maryland-store-union-vote-strike?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report https://seekingalpha.com/news/4104964-south-korea-plans-over-7b-aid-package-to-boost-local-chip-industry?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

12 MAY 2024 · CPI https://seekingalpha.com/news/4103971-inflation-fed-etfs-rents-rate-cuts-cpi-powell-shelter-housing-oer-prices?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight will be closely watched by the Fed. (0:17) Walmart reports https://seekingalpha.com/news/4104676-catalyst-watch-retail-heavweights-walmart-and-home-depot-report-openai-vs-google-and-ev-tariff-drama?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight as consumers stumble. (1:58) OpenAI expected to debut Google https://seekingalpha.com/news/4104384-openai-ai-search-rival-chatgpt-google-perplexity?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight competitor. (4:58) Show Notes https://seekingalpha.com/news/4104592-barclays-spotlights-44-stocks-to-watch-if-inflation-remains-sticky?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight https://seekingalpha.com/news/4104536-dividend-roundup-eli-lilly-american-express-microsoft-delta-air-lines-and-more?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight.

11 MAY 2024 · AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts https://seekingalpha.com/article/4691856-capital-imbalances-and-why-david-daglio-is-a-reformed-value-investor?source=wsb_podcast:will_inflation_be_larger_than_we_think. Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:will_inflation_be_larger_than_we_think Show links: https://seekingalpha.com/article/4687059-t-bills-gold-and-macro-volatility?source=wsb_podcast:will_inflation_be_larger_than_we_think https://seekingalpha.com/news/4104892-gold-jumps-to-highest-in-a-month-as-data-signals-slowing-economy-likely-rate-cuts?source=wsb_podcast:will_inflation_be_larger_than_we_think https://seekingalpha.com/news/4100670-citadel-ceo-ken-griffin-sees-the-fed-likely-cutting-interest-rates-later-in-2024?source=wsb_podcast:will_inflation_be_larger_than_we_think Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:will_inflation_be_larger_than_we_think and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:will_inflation_be_larger_than_we_think https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor?source=wsb_podcast:will_inflation_be_larger_than_we_think

10 MAY 2024 · https://seekingalpha.com/news/4104387-biden-new-tariffs-chinese-evs-other-strategic-sectors?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) https://seekingalpha.com/news/4104384-openai-ai-search-rival-chatgpt-google-perplexity?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report next week - report. (01:26) McDonald's (MCD) https://seekingalpha.com/news/4103959-mcdonalds-requiring-franchisees-chip-in-digital-marketing?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report investment in digital marketing.  (03:09)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report. Show links:  https://seekingalpha.com/news/4104408-biggest-stock-movers-today-u-nvax-and-more?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4103938-elon-musks-neuralink-faces-defect-first-brain-implant?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4104341-ford-tempering-pledge-full-ev-europe-2030?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4103988-bp-aims-to-buy-tesla-supercharging-sites-for-us-expansion-bloomberg?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.