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Today's headlines:

• Cleveland-Cliffs to idle two Minnesota steel plants, laying off 630 workers
• UAE pledges $1.4T investment in U.S. after Trump meeting
• Nvidia decline after GTC shows growing investor disconnect: Barron's
• Tesla shorts have reportedly made $16.2B as the stock plunged nearly 50%
• Trump's next tariffs to be more targeted than he has threatened: report
• Starbucks' master plan to return to its coffeehouse vibe is showing signs of paying off
• Boeing needed the F-47 win
• Florida to weigh proposal to end property taxes

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Today's headlines:

• Boeing spikes, Lockheed slumps as Trump awards key fighter jet contract
• FCC chair says he intends to stop M&A deals from companies with DEI policies: report
• Cleveland-Cliffs to idle two Minnesota steel plants, laying off 630 workers
• U.S. Air Force's next-generation fighter jet: What's at stake for Lockheed and Boeing?
• Wall Street ekes out gain, halts four-week losing run
• Nvidia decline after GTC shows growing investor disconnect: Barron's
• D-Wave Quantum files to sell 5M shares of common stock for holders
• Nike's soft guidance weighs on footwear and athletic apparel stocks

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Today's headlines:

• Commerce Secretary Lutnick touts Tesla amid share price struggle
• Trump???s Tariffs: A timeline of the ongoing global trade tension
• Trump reiterates U.S. crypto push; bitcoin turns negative (updated)
• The humanoid robot revolution is upon us - Nvidia CEO
• Trump to sign executive order directing Department of Education shutdown - report
• Tesla recalls thousands of Cybertrucks over exterior panel issue
• Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
• Gartner, Booz Allen decline on Accenture's warning, Pentagon cuts

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Today's headlines:

• Tesla removed from 2025 Vancouver International Auto Show
• Jury says Greenpeace must pay hundreds of millions to Energy Transfer in Dakota Access case
• U.S. stocks close off session highs but notch strong finish after dovish Fed
• Elon Musk secures about $1B in fresh X funding
• Target has become the most oversold stock in the S&P 500
• XRP token spikes after Ripple's Garlinghouse says SEC will drop crypto lawsuit
• Boeing's shares rise on CFO's upbeat remarks about cash flow
• Nvidia, xAI join global AI infrastructure group to develop data centers

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Today's headlines:

• Nvidia GTC 2025: Rubin, reasoning, robotics and more
• BYD Company shocks the electric vehicle sector with a 5-minute charging breakthrough
• Phillips 66 to shut Los Angeles refinery by October, CEO Lashier says
• JPMorgan Chase raises dividend by 12% to $1.40
• NASA astronauts splash down, ending 9-month space saga
• Most semiconductor stocks slide to finish trade day despite GTC event
• SA Asks: How will the $32B Wiz deal impact Google?
• Pfizer to sell remaining stake in Haleon
• General Motors deepens its partnership with Nvidia as it looks toward next-gen vehicles

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Today's headlines:

• ???Deep discounted??? picks by KeyBanc: oversold stocks amid recent market volatility
• Celsius adds more distribution in Europe through an expanded deal with Suntory
• Gold futures settle at record $3,000/oz as U.S. growth worries unsettle markets
• Wells Fargo confirms termination of 2021 OCC consent order
• Crude oil gains on U.S. attack on Houthis, China's hopeful economic data
• High Tide down 5% following quarterly bottom-line miss
• Here's the major earnings before the open tomorrow
• StoneCo Q4 2024 Earnings Preview
• Elanco to expand R&D into chronic kidney disease, pet life extension

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Today's headlines:

• Canada looking at alternatives for F-35, defense minister says (update)
• Tesla bulls defend beaten-down EV maker after selloff
• Trump tariffs spark turmoil as Wall Street skids to four-week losing streak
• With markets in a nosedive, here are top 10 Quant rated defensive stocks
• 'Bond King' Bill Gross says tariffs are 'definitely bearish'
• Apple sees bullish views at Wedbush on product and AI driven services growth ahead
• Steel tariffs are unlikely to boost U.S. production: analysts
• U.S. companies scrub DEI from annual reports as Trump targets 'illegal discrimination': FT

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Today's headlines:

• SpaceX contends Starlink, other US companies, face trade disadvantage
• Trump's crypto chief David Sacks sold his Coinbase, Robinhood stakes pre-inauguration
• BofA sets the S&P buy level
• W. P. Carey declares $0.89 dividend
• Palantir pops following AIPCon 6, expanding partnerships
• Catalyst Watch: Nvidia event could revive animal spirits, Fed meeting, and Nike earnings
• Dr Oz refuses to oppose Medicaid cuts at Senate confirmation hearing
• Chipmakers: Seeking Alpha Analysts vs. Wall Street

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Today's headlines:

• Blackstone Mortgage Trust declares $0.47 dividend
• U.S. economy ???can???t survive??? under Trump uncertainty ??? Avenue Capital Group
• Li-Cycle surges after Glencore says interested in purchase
• SpaceX contends Starlink, other US companies, face trade disadvantage
• Gold reaches new record high settlement but meets resistance at $3,000
• Discover credit card net charge-off rate jumps in February; delinquencies drift down
• Nasdaq rally: Nvidia among winners in index???s strongest day in 4 months
• GE Aerospace awarded $5B U.S. Air Force contract
• Trump's crypto chief David Sacks sold his Coinbase, Robinhood stakes pre-inauguration

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Today's headlines:

• US spending on Apple hardware drops 9% says KeyBanc spending data
• Elon Musk secretly visited U.S. spy agency, Wall Street Journal reports
• Gold futures settle at new record high; analyst sees further run-up to $3,500
• Radius Recycling to be bought by Toyota Tsusho America for $30/share
• S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023
• Earnings Snapshot: Crown Castle tops Q4, signs deal to sell fiber segment for $8.5B
• British Columbia stops rebates on Tesla chargers, battery installations
• Docusign in charts: Q4 billings jump, non-GAAP operating margin stands at 29%
• Block's industrial bank gets FDIC approval to offer Cash App Borrow feature

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Today's headlines:

• PepsiCo is rated a notch below Coca-Cola, Keurig Dr Pepper, and Monster Beverage by Jefferies
• D-Wave Quantum Q4 2024 Earnings Preview
• Intel announces Lip-Bu Tan as new CEO
• Wall Street indexes mixed as more tariff drama outweighs soft inflation figures
• American Eagle Outfitters sees a slow start to the year
• NextEra Energy weighs doubling $20B spending in Texas in next few years
• CPI inflation slows more than expected in February
• U.S. may use emergency authority to fire up retired coal plants, Burgum says
• Adobe in charts: Digital Media revenue continues to improve in double-digits in FQ1

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Today's headlines:

• Palantir teases upcoming March 13 announcement on X
• Cathie Wood bought the dip in TSLA, COIN, PLTR, and HOOD as markets tumbled
• SA Asks: What's next for Tesla?
• Nvidia decline is a 'buying opportunity,' as Wells Fargo says GTC 'can't come fast enough'
• Southwest Airlines rallies after announcing it will charge for checked bags, setting new cost-cutting targets
• Crude oil bumps up from six-month low but near-term risks still seen tilted to downside
• Here's the major earnings before the open tomorrow
• Rocket Lab to acquire Mynaric

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Today's headlines:

• Musk says X saw a 'massive cyberattack' following multiple global outages
• EU set to hand out 'modest fines' to U.S. tech giants Apple, Meta - Reuters
• Consumers' financial outlooks deteriorate as their year-ahead inflation expectations edge up: NY Fed survey
• SA analysts mixed on when stocks will rebound following sell-off
• Crude oil slips to six-month lows as U.S. tariffs, China's weak economy spark demand fears
• Veren-Whitecap merger a 'match made in heaven,' Raymond James analyst says
• Here's the major earnings before the open tomorrow
• The bottom for the momentum factor may be in sight, strategist Kolanovic says

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Today's headlines:

• NATO chief urges defense contractors to ramp up production
• RFK Jr. plans to meet Big Food leaders on Monday: report
• Bitcoin-powered Strategy captures 30% of U.S. convertible debt market in 2025
• US Department of Justice reiterates request to break up Google (update)
• Nvidia after selloff: Undervalued or further downside ahead?
• Broadcom CEO pours cold water on Intel buyout speculation
• Mag 7 is much to blame for Nasdaq-100???s slump
• Insider trades: Pepsico, Moderna among notable names this week
• Is Credo stock a buy after nearly 100% rally?

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Today's headlines:

• Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
• Stocks end higher as Powell soothes economic worries, but post sharp weekly loss
• February nonfarm payrolls stay solid, even as federal government employment starts to drop
• Firms say US must work with allies to counter China's goal of semiconductor dominance
• Nvidia loses $1T market cap since hitting record high earlier this year
• China’s ‘Fab 4’ are outperforming the U.S.’s ‘Lagnificent 7’ – BofA
• ZIM potential buyout may see opposition from holders - analyst
• CVS Health stands tall as Walgreens crumbles amid industry challenges
• Hims & Hers abandons dermatology business Apostrophe it paid $190M for

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Today's headlines:

• Bitcoin on course to see weekly rise as Trump establishes Strategic Bitcoin Reserve
• Nvidia loses $1T market cap since hitting record high earlier this year
• CVS Health stands tall as Walgreens crumbles amid industry challenges
• U.S. stocks fall after jobs report, Wall Street veers toward sharp weekly drops
• Trump Organization files suit against Capital One over 2021 account closures
• xAI plans to expand data center presence in Memphis
• SA Asks: How will higher tariffs impact big box stores?
• Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
• Canada's storied Hudson Bay nearing bankruptcy - WSJ

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Today's headlines:

• DOGE cuts potentially hitting key FDA drug testing lab - report
• Brookfield Asset Management eyes Berkshire-like future with insurance at the helm - report
• Marvell Technology tumbles even as Q4 results, guidance top estimates
• CEO Niccol shaking up Starbucks' corporate culture
• Moderna wins court ruling in COVID vaccine patent spat with BioNTech, Pfizer
• Rigetti Computing GAAP EPS of -$0.68 misses by $0.59, revenue of $2.27M misses by $0.23M
• Palantir upgraded to Market Perform due to recent selloff: William Blair
• Huntington Ingalls, defense stocks surge as Trump sees big plans for shipbuilding industry
• CrowdStrike falls amid mixed outlook, but analysts remain bullish

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Today's headlines:

• Nasdaq plunges more than 2%; S&P, Dow also drop as fears over Trump's tariff plans sink in
• Atlanta Fed's GDPnow model sees Q1 GDP deeper in the red after ISM release
• Taiwan Semi Chairman, CEO Wei to appear at White House for announcement
• Avoiding the Magnificent 7 and the Nasdaq-100 are still key to returns in 2025
• Oil slides to three-month low as OPEC brings production cuts back online starting April 1
• Bitcoin's back to where it started after strategic reserve spike
• Investors may be riding a ‘bucking bronco’ stock market into April
• Celestica files for automatic mixed securities shelf
• Palantir could see more deals, IT dollars from Washington: Wedbush

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Today's headlines:

• IRA tax credit repeal could drive up electricity prices, lead to power shortfalls, reports say
• Crytocurrencies rally as Trump hypes up strategic reserve, Bitcoin briefly crosses $95K
• Boeing to halt deliveries of Pegasus refueling tankers after discovering cracks: report
• AppLovin selloff follows significant insider sales
• Super Micro just regained Nasdaq compliance: What’s ahead for the volatile stock?
• DeepSeek claims theoretical daily cost-profit ratio of 545%
• SEC nixes wave of crypto probes and suits in Trump-era reset
• Bulls vs. Bears: Nvidia Q4 results divide SA community
• Insider trades: Coca Cola, Walmart among notable names this week

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Today's headlines:

• Intel delays finish of Ohio chip plant until at least 2030: report
• Bitcoin set to drop 11.7% W/W as selloff deepens
• Rocket Lab unveils new lost-cost satellite, confirms 2025 Neutron launch target
• Walgreens Boots drops on report Sycamore deal unlikely to have premium
• Booz Allen severely exposed to Trump's proposed federal contract cuts - WSJ
• Citi accidentally credits account with $81T in 'near miss' - report
• Pfizer is latest Big Pharma to overhaul DEI goals after GSK
• Old Republic raises dividend by 9.4%

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Today's headlines:

• Tesla pushes ahead with plans for a ride-hailing service in California
• Goldman Sachs BDC reduces dividend by 29%
• How should investors view the rising push to boycott Tesla?
• Amazon unveils new quantum computing chip, joining Microsoft and Google
• SoundHound AI Non-GAAP EPS of -$0.05 beats by $0.03, revenue of $34.54M beats by $0.84M
• Meta fires 20 employees who were involved in recent internal leaks
• Rocket Lab signs second multi-launch deal, secures electron missions with iQPS
• Medical Properties Trust Q4 earnings, revenue beat as hospital performance trends improve
• Archer Aviation reports Q4 results

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Today's headlines:

• Hims & Hers plunges as the FDA says Novo’s weight loss drugs are not in shortage
• UnitedHealth falls after report on new DoJ probe
• Booz Allen, CACI, Leidos, Parsons all plunge as Blair cuts on DOGE risk
• Moderna, Novavax rise as new bat coronavirus identified in China
• Arbor Realty Trust Non-GAAP EPS of $0.40 misses by $0.01, revenue of $82.87M misses by $1.61M
• bluebird bio plunges after take-private deal with Carlyle and SK Capital
• Newmont outlines 2025 gold production at 5.6M ounces with $1.62K cost per ounce
• EU regulators set to charge Google for breaking DMA laws - report

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Today's headlines:

• DOGE dividend payments could send $5,000 to every American household
• Cruise operators face rough waters under Trump Administration
• Celsius Holdings confirms $1.8B purchase of rival Alani Nu (update)
• Sen. Warren wants DOJ to review Disney's deal with Fubo - report
• Nu Holdings reports Q4 results
• Michigan court upholds permits for Enbridge Line 5 tunnel construction
• Lilly's next obesity drug serves up dramatic weight loss -- and side effects - report
• Ryan Cohen raises Alibaba stake to $1B - WSJ
• Newmont in charts: Average realized gold price continues to climb higher in Q4

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Today's headlines:

• Realty Income raises dividend by 1.5%
• Tesla's EV plans for India are starting to ramp up
• Trump gives Musk power to push Boeing on Air Force One planes: NYT
• Musk's X looking to raise funds at same valuation as Twitter purchase price - report
• Microsoft unveils new quantum chip featuring 'topoconductor'; quantum stocks edge higher
• Hims & Hers buys at-home lab testing facility, Trybe Labs
• Carvana's rally stalls despite another quarterly beat - update
• Electric truck maker Nikola files for Chapter 11 bankruptcy after embattled journey
• Axon downgraded on competition concerns from partner

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Today's headlines:

• S&P wobbles near record high as investors look for firm direction in 'overvalued' stock market
• Nike rallies after picking Kim Kardashian as its first-ever partner for a new brand
• Pershing Square sweetens bid for Howard Hughes shares (updated)
• Fidus Investment declares $0.43 dividend
• Fed's Barr: Firms heavily invested in gen AI could see stock corrections
• Star Bulk Carriers declares $0.09 dividend
• Beyond Meat jumps to its 2025 high amid interest in its seared steak tips product
• Shift4 Payments Non-GAAP EPS of $1.35 beats by $0.20, revenue of $887M misses by $113M

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Today's headlines:

• Pharma CEOs set to meet with Trump at White House - report
• Meta is said to be investing heavily in humanoid robots with AI
• Berkshire Hathaway exits S&P ETFs, lightens holdings in three banks, among Q4 trades
• Soros Capital takes new Nvidia, Chipotle stakes, exits Alibaba, Microsoft, among top Q4 moves
• OpenAI rejects Musk takeover offer, says 'not in the best interests'
• WK Kellogg gains amid report of Ferrero takeover interest
• Dell rises after company nears $5B AI server deal with Musk's xAI - report
• Michael Burry's Scion adds Estee Lauder, exits Shift4, among Q4 trades
• SoftBank adds to shares in VTEX, YMM, cuts NMRA and exits DASH, among other moves

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Today's headlines:

• Ford warns that Japanese and South Korean automakers would win if the U.S. enters a tariff war
• Intel in focus as Baird posits fab spin-off, Taiwan Semiconductor involvement
• Reddit GAAP EPS of $0.36 beats by $0.11, revenue of $427.71M beats by $22.16M
• Key takeaways from The Trade Desk earnings as stock slides 25%
• AppLovin surges as Q4 2024 revenue jumps 44% year over year
• British American Tobacco FY 2024 Earnings Preview
• QuantumScape sets out goals for 2025, confirms talks with automotive OEMs
• Tesla and Lucid gain after Benchmark charges in with new bull ratings

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Today's headlines:

• Super Micro Computer offers up prelim Q2 results, $700M private placement
• Energy Transfer GAAP EPS of $0.29 misses by $0.08, revenue of $19.54B misses by $1.87B
• W. P. Carey FFO of $1.21 beats by $0.02, revenue of $406.2M beats by $1.93M
• Netflix opens up a restaurant on the Las Vegas Strip
• Schwab offers 24-hour trading to all retail clients - report
• Upstart stock surges double-digits on strong guidance, double-beat on Q4 results
• Lyft upbeat Q4 results overshadowed by light Q1 bookings outlook
• Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
• Confluent Non-GAAP EPS of $0.09 beats by $0.03, revenue of $261.2M beats by $4.32M

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Today's headlines:

• Musk-led group makes unsolicited $97.4B bid for nonprofit that controls OpenAI: report
• Astera Labs slips even as as Q4 results top estimates on AI strength
• Fluence Energy GAAP EPS of -$0.32 misses by $0.14, revenue of $186.79M misses by $186.73M
• Palantir indicative of AI software era being 'here,' Wedbush says
• Shopify hosting Kanye West site selling swastika shirts: reports
• Energy Transfer Q4 2024 Earnings Preview
• Altman fires back at Musk over unsolicited OpenAI bid, says 'no thank you'
• W. P. Carey's Q4 earnings stand to gain from October rent recoveries
• Nvidia competitor Groq receives $1.5B commitment from Saudi Arabia: report

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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Today's headlines:

• Bitcoin treasury strategy draws interest from more and more companies
• Chevron says slowing US oil output jeopardizing terminal projects: report
• Federal Judge prevents Musk's DOGE from accessing Treasury payment system
• Google, Amazon plan billions in Capex for AI, undeterred by DeepSeek moment
• Trump says he will impose 25% tariffs on all steel, aluminum imports: reports
• Trump says US may have less debt than believed: reports
• How did Alphabet, Amazon, Microsoft fare in a surging cloud market in Q4?
• Elliott has built a stake in BP: report (update)
• Bulls vs. Bears: AMD reviewed after Q4 results

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This podcast is produced by Klassic Studios

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Today's headlines:

• Trump says reciprocal tariffs are coming, so what are they?
• Uber gains as Bill Ackman discloses stake
• Nasdaq, Dow, S&P end down 1% as inflation, trade war worries overshadow mixed jobs report
• Bitcoin treasury strategy draws interest from more and more companies
• Reaction Roundup: SA analysts, experts weigh in on January jobs report
• SEC says it is actively investigating Roblox - report
• International stocks outperforming U.S. stocks as U.S. exceptional theme nears peak: BofA
• Google, Amazon plan billions in Capex for AI, undeterred by DeepSeek moment

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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Today's headlines:

• Uber gains as Bill Ackman discloses stake
• Stocks drop as flare-up in inflation and trade war worries overshadow mixed jobs report
• Alphabet declares $0.20 dividend
• Reaction Roundup: SA analysts, experts weigh in on January jobs report
• Bitcoin falls week on week as tariff talks rattle risk assets
• Tesla falls again as investors eye if it's the Model Y refresh or Elon Musk blowback denting recent global deliveries
• Meta gives heads-up ahead of performance-based job cuts next week - report
• Trump says reciprocal tariffs are coming, so what are they?

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Today's headlines:

• e.l.f. Beauty Non-GAAP EPS of $0.74 misses by $0.02, revenue of $355.3M beats by $24.91M
• Powell Industries GAAP EPS of $2.86 beats by $0.25, revenue of $241.43M beats by $8.81M
• Bill.com Non-GAAP EPS of $0.56 beats by $0.09, revenue of $362.55M beats by $2.56M
• Amazon solid Q4 results upstaged by soft guidance, FX risks
• Affirm GAAP EPS of $0.23 beats by $0.40, revenue of $866.38M beats by $58.75M
• Elon Musk's DOGE pouring federal data into AI to find spending cuts - report
• Earnings Snapshot: CloudFlare 2025 guidance falls short of expectations; Q4 tops consensus
• TikTok blowback? e.l.f. Beauty falls sharply after lowering guidance due to soft January trends

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Today's headlines:

• Elon Musk’s DOGE agents said to have gained access to Medicare systems
• Qualcomm Non-GAAP EPS of $3.41 beats by $0.44, revenue of $11.67B beats by $770M
• Intel partners with Japanese lab to build quantum computer: report
• Super Micro Computer ramps full production of Nvidia Blackwell solutions
• BigBear.ai shares rise more than 38% on U.S. DoD contract
• Allstate Non-GAAP EPS of $7.67 beats by $1.39, revenue of $16.51B beats by $280M
• Viking stock slides 8% following Q4 report, pipeline update
• Costco smashes January comparable sales estimates
• Google ends hiring targets for DEI - report

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Today's headlines:

• Berkshire Hathaway raises stake in Sirius XM
• Treasury grants 'read-only' access to payments system to Musk DOGE staff
• Enphase Energy Non-GAAP EPS of $0.94 beats by $0.19, revenue of $382.71M beats by $5.2M
• Boeing is said to see ‘significant’ gains in fixing quality issues
• Enterprise Products says not enough customer interest for Sea Port crude export project
• Golub Capital BDC adj NII of $0.39 misses by $0.04
• Key takeaways from Alphabet earnings after in-line revenues; stock slips
• Deutsche Bank says 'existential imbalance' behind U.S. and China's trade spats
• AMD in charts: Growth in Data Center revenue slows to 69%

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Today's headlines:

• Ontario Premier terminates Starlink deal, bans American companies from provincial contracts
• Intuit in focus after Elon Musk says IRS Direct File program ended
• U.S. will delay Canada tariffs as countries work on beefing up border security
• BP ticks higher amid takeover speculation
• SA Asks: What's the most attractive weight-loss stock right now?
• Palantir skyrockets as Q4 US commercial revenue surges 62%
• Sens. Wyden, Warren press RFK Jr. on conflicts of interest ahead of vote
• U.S. to delay tariffs on Mexico after Mexico agrees to deploy 10,000 border troops
• AMD keeps Overweight tag but sees price target cut at Cantor ahead of Q4 results

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Today's headlines:

• Trump imposes 25% on Canadian, Mexican imports, 10% on Chinese goods
• Elon Musk's DOGE gains access to Treasury Department’s payments system: NYT
• Oil climbs after-hours as Trump indicates less than 10% tariff on Canadian crude
• X adds more companies to lawsuit over advertising boycott: report
• ACA health insurers denied 1 in 5 medical claims in 2023: report
• Bill Ackman's management company to move incorporation from Delaware to Nevada
• Trump tariffs are ‘largest shock’ to trade in 50 years: Deutsche Bank
• U.S. businesses prepare for price hikes from Trump’s tariffs

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This podcast is produced by Klassic Studios

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Today's headlines:

• Trump imposes 25% on Canadian, Mexican imports, 10% on Chinese goods
• Bitcoin to fall W/W as White House confirms Trump's tariff plans
• 'Incredible demand for physical gold' adding to already tight market, analyst says
• Palantir Q4 2024 Earnings Preview: Is this growth sustainable?
• Occidental Petroleum cut to Sell at Goldman, citing pause on capital return focus
• Wall Street rises nearly 3% in January, setting the stage for another eventful year
• Canadian crude to reach U.S. refiners but at wider discount with tariffs, Phillips 66 says
• Catalyst Watch: Tariff drama, OPEC+, Alphabet and Amazon earnings, Lennar spinoff
• Walgreens partly paring decline on report of Sycamore deal talks

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This podcast is produced by Klassic Studios

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Today's headlines:

• Bitcoin to fall W/W as White House confirms Trump's tariff plans
• White House says Trump tariffs on Canada, Mexico and China begin Saturday
• Nvidia CEO to reportedly meet with Trump today at White House
• RTX declares $0.63 dividend
• Occidental Petroleum cut to Sell at Goldman, citing pause on capital return focus
• Walgreens partly paring decline on report of Sycamore deal talks
• Canadian crude to reach U.S. refiners but at wider discount with tariffs, Phillips 66 says
• 17 of 18 financial stocks post earnings beat - Earnings Scorecard

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Today's headlines:

• Trump reportedly says will follow through with 25% tariffs on Canada & Mexico on Saturday
• Intel Corporation Non-GAAP EPS of $0.13 beats by $0.01, revenue of $14.26B beats by $430M
• Walgreens Boots falls after quarterly dividend suspension
• Apple GAAP EPS of $2.40 beats by $0.06, revenue of $124.3B beats by $270M
• Apple slips as Services reach record high, China iPhone sales slump
• Visa declares $0.59 dividend
• Amazon ups advertisement spending on X, Apple also in talks to test ads on Musk's platform - WSJ
• Vertex gets FDA approval for non-opioid pain reliever
• Google offers voluntary exit to U.S. employees in Platforms & Devices unit - report

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This podcast is produced by Klassic Studios

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Today's headlines:

• Former Intel CEO buys Nvidia shares on DeepSeek news
• Celestica Non-GAAP EPS of $1.11 beats by $0.05, revenue of $2.55B beats by $20M
• DeepSeek absent from app stores in Italy; Chinese app trails Western rivals in accuracy - report
• Microsoft slips as Azure results fall short of expectations
• HHS Secretary nominee RFK Jr. faces contentious Senate hearing
• Powell: Asset prices 'elevated by many metrics' with 'good part' of that due to AI, tech
• Teva slips as 2025 earnings outlook misses estimates
• Tesla in charts: GAAP margin shrinks

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This podcast is produced by Klassic Studios

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Today's headlines:

• Energy Transfer declares $0.325 dividend
• DeepSeek shakes up semis, but analysts say cloud computing remains crucial to AI
• Nassim Taleb: Nvidia’s Monday selloff could be the first of many others to come
• Nvidia rebounds after record $589B market cap rout
• Steve Cohen says DeepSeek’s disruption ‘bullish’ for AI landscape
• DeepSeek jolt: OpenAI's Sam Altman promises 'much better' models
• Kohl's to eliminate 10% corporate positions - report
• Annaly Capital Management Q4 2024 Earnings Preview
• MSC Income fund prices public offering

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This podcast is produced by Klassic Studios

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Today's headlines:

• China's ChatGPT moment: Tech stocks fall as U.S. lead in AI race may be at risk
• Former Intel CEO blasts market for DeepSeek overreaction
• DeepSeek quickly restricts registration to China-based phone numbers
• DeepSeek freak out is a 'golden buying opportunity' for tech stocks: Wedbush
• DeepSeek releases open-source AI multimodal model, Janus-Pro-7B
• Nvidia, Broadcom lead tech stocks lower amid DeepSeek AI impact
• Musk agrees with Scale AI CEO suggesting DeepSeek has more Nvidia chips
• Apple bucks DeepSeek sell-off as investors await Q1 results

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This podcast is produced by Klassic Studios

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Today's headlines:

• Donald Trump in heated phone call with Danish Prime Minister over Greenland: report
• JPMorgan sees Trump's 25% tariff threat on Canada and Mexico as a 'bargaining chip'
• Trump meme coin 'hysteria' is more 'evidence of froth in asset markets' - Moody's
• Tesla earnings preview: It may be less about the cars than AI, autonomy, and humanoid robots
• Banks prepare to sell billions of dollars of X loans: report
• Bulls vs. Bears: Is the energy sector a buy as Trump repeats "drill baby drill"
• Early Super Bowl preview: These companies are going for the win
• Pfizer succeeds in late-stage trial for colorectal cancer therapy

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Today's headlines:

• MicroStrategy faces potential multibillion-dollar tax on unrealized bitcoin gains
• Tobacco stocks may get a lift after the U.S. menthol cigarette ban goes up in smoke
• Paramount Global gains on report of competing takeover offer
• EPA may revoke California's power to impose emission limits: report
• S&P ends below record high; stocks score winning week before Fed's first 2025 meeting
• SoFi Technologies' loan growth and financial services segment in focus during Q4 earnings
• NextEra Energy rallies on new plans to expand gas, nuclear for AI boom
• Trump meme coin 'hysteria' is more 'evidence of froth in asset markets' - Moody's

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Today's headlines:

• Sen. Warren asks Musk to curtail federal marijuana enforcement at DOGE
• EPA may revoke California's power to impose emission limits: report
• MicroStrategy faces potential multibillion-dollar tax on unrealized bitcoin gains
• Pfizer settles Biohaven kickback case with DOJ for $60M
• Paramount Global gains on report of competing takeover offer
• Palantir stays in green for eight straight sessions
• Cloudflare continues gains for eight straight sessions
• U.S. oil and gas rigs slide to lowest since December 2021, Baker Hughes says

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Today's headlines:

• EA stock falls 16% after lowering forecast on FC 25, Dragon Age underperformance; analysts cut rating (update)
• Trump at Davos: Calls out BofA's Moynihan, JPMorgan's Dimon for blocking conservatives
• Trump at Davos: EU has treated American Big Tech 'very, very unfairly'
• Trump at Davos: 'Will demand interest rates drop immediately'
• Ford to record Q4 special item gain of $700M
• NextEra Energy Partners to be renamed XPLR Infrastructure
• Lightbridge, Oklo shares surge on potential nuclear partnership
• Disney makes key changes in Experiences unit; CEO Iger's pay up 30% in 2024

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Today's headlines:

• CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC
• Trump threatens Russia with tariffs unless it reaches a deal over ending Ukraine war
• Kinder Morgan Non-GAAP EPS of $0.32 misses by $0.01, revenue of $3.99B misses by $150M
• Moderna spikes as Oracle’s Larry Ellison touts AI-driven mRNA vaccines
• Amazon plans to eliminate all of its facilities in Quebec
• Project Stargate likely be start of 'massive' AI investments in US: analysts
• Anthropic CEO, Musk question Stargate Project as questions remain
• Celsius Holdings is downgraded at TD Cowen due to increased competition from Alani Nu and other players

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Today's headlines:

• MicroStrategy share boost approved for bitcoin purchases - report
• Elon Musk says FTC's concern on Microsoft-OpenAI pact 'confirms' anticompetition
• Trump to unveil new AI infrastructure initiative; Oracle, SoftBank, OpenAI involved: report
• Stargate Project receives official announcement from Trump, OpenAI
• Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage
• Key takeaways from Netflix's fourth-quarter earnings as stock surges
• Nvidia could see $9B in Blackwell revenue in Q4: UBS
• U.S. LNG projects poised to resume following Trump's export permit restart
• Netflix in charts: Global streaming paid memberships cross 300M in Q4

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Today's headlines:

• TikTok to restore service in US after assurances from Trump
• Meta announces new video editing app on TikTok ban day
• MongoDB added as 'top pick' due to generative-AI in 2025: Morgan Stanley
• Virtus InfraCap U.S. Preferred Stock ETF declares $0.17 dividend
• LVMH is once again the largest company in Europe by market cap
• Beacon Roofing may see other takeover interest, Lowe's most compelling - analyst
• Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays
• Global X NASDAQ 100 Covered Call ETF declares $0.1877 dividend
• Ford faces U.S. probe over collisions involving hands-free driving tech

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Today's headlines:

• Obamacare enrollments exceed 24M in 2025, a record high
• TikTok to restore service in US after assurances from Trump
• Chinese biotech dominance in R&D is on the rise
• Medical Properties Trust to see minimal impact from Prospect’s bankruptcy: analysts
• Brent crude could climb to $90 on Russian oil disruption, Deutsche Bank says
• Bulls vs. Bears: Intel revisited amid buyout rumors
• Trump’s first executive orders likely will trigger market volatility, Barclays says
• MongoDB added as 'top pick' due to generative-AI in 2025: Morgan Stanley
• A look at TSMC's 2024 performance as it sets the AI tone for 2025 with robust guidance

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Today's headlines:

• Intel gains amid takeover speculation; Musk mentioned
• Trump speaks to China's Xi, says 'call was a very good one' for both nations
• Moderna gets $590M HHS contract to develop mRNA pandemic flu vaccines
• Jefferies ranks NVDA as top Magnificent Seven name and MSFT at the bottom
• Bank of America said to divvy up ~$1B of stock awards to retain talent
• China moves to hinder Apple, BYD manufacturing shifts across Asia - report
• Nvidia details hardware affected by 'AI Diffusion' rule
• Palantir, Lockheed close to investing in dronemaker Shield AI
• Starbucks' plans include shorter wait times, fewer promotions, and potential job eliminations

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Today's headlines:

• Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
• Bitcoin rallies on heels of Trump's day-one crypto policy hint
• Bitcoin is set to rise 7.5% W/W with 'inflation back to trend,' hovering above $100K
• PepsiCo is sued by the FTC for giving a favored retailer better pricing
• Madrigral Pharmaceuticals gains amid takeover speculation
• Palantir, Lockheed close to investing in dronemaker Shield AI
• Nvidia details hardware affected by 'AI Diffusion' rule
• Trump speaks to China's Xi, says 'call was a very good one' for both nations
• Intel gains amid takeover speculation

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Today's headlines:

• Biden finalizing DoE loans for Plug Power, Rivian before Trump returns - Bloomberg
• Trump's DoE pick pledges to 'unleash' LNG, nuclear power by paring bureaucracy
• Tesla offers discounts on some Cybertrucks as EV competition heats up
• Blue Owl Capital sees Q4 investment EPS of $1.01
• UnitedHealth Q4 revenue miss caps a turbulent year
• Google Gemini paid subscribers fall behind ChatGPT, Claude: report
• UnitedHealth posts rare quarterly miss amid rising medical expenses
• AbbVie retains Humira market share above 70%: report
• AMD downgraded at Wolfe Research as firm expects slower GPU revenue growth

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Today's headlines:

• Judge tosses New York City climate lawsuit against Exxon, BP, Shell
• Fading spirits: American whiskey makers could face crippling demand, tariff headwinds
• States tackle thorny issue of how to plug EV drivers into fair road usage fees
• Famed short research firm Hindenburg Research shutting down
• Trump mulls executive order to suspend sale-or-ban law on TikTok signed by President Biden - WaPo
• Cannabis supporters in Florida launch fresh legalization effort
• U.S. should reconsider Chevron's oil presence in Venezuela, Rubio tells hearing
• EQT, Devon Energy upgraded at Bernstein with U.S. natural gas 'supercycle' coming

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Today's headlines:

• Rigetti leads quantum stocks higher after B. Riley says some commercialization concerns misplaced
• DEA marijuana rescheduling hearing cancelled following legal challenge
• Pfizer to cut Haleon stake in 700M share sale
• Not just X! Elon Musk said to be the running for TikTok U.S.
• Warner Bros. Discovery expands board size with two new director appointments
• AMD in focus as Loop Capital initiates coverage with Buy rating
• Sonos' product chief is leaving the company a day after CEO's exit
• Intel says venture arm Intel Capital will become standalone fund
• Devon Energy upgraded to Buy at Benchmark, citing lack of 'M&A distraction'

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Today's headlines:

• Supreme Court allows climate lawsuits against oil companies to proceed
• US Steel jumps on report Cleveland-Cliffs, Nucor partnering for takeover bid
• Arm said to hike prices as much as 300%, consider making own chips: report
• D-Wave inks share sale agreement worth up to $150M, quantum stocks dip
• Cantor boosts MicroStrategy's price target as bitcoin drives treasury profits
• SA Asks: Is Honda too late to the EV party?
• Nvidia slips following report of malfunctioning AI chip racks leading to delays
• Microsoft unveils new engineering unit Core AI
• Bitcoin falls to lowest level since November as investors reassess rate cut bets

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Today's headlines:

• C-3PO dreams: Tesla aims to sell humanoid robots to consumers in 2026
• Crude oil spikes most in three months as new Russia oil sanctions 'taken more seriously'
• Nvidia at CES: Hit or Flop?
• Data center infrastructure revenue to reach $282B in 2024, capacity to triple by 2030
• Zuckerberg slams Apple for lack of invention, 'squeezing people' for money
• China stops Foxconn from sending Chinese workers to India iPhone factories: Rest of World
• Apple Intelligence has failed to boost iPhone sales: Ming-Chi Kuo
• Iran selling oil stored in China to fund militias in Middle East: report
• CES focused on AI and accelerated compute. These companies are likely to benefit.

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Today's headlines:

• AccuWeather updates California wildfire damage estimate to $135B-$150B
• Quantum stocks slide after D-Wave CEO refutes Nvidia's Huang
• Microsoft says it will sue criminals who abuse generative AI content
• Microvast stock up 45% after breakthrough in true all solid-state batteries technology
• Apple Intelligence has failed to boost iPhone sales: Ming-Chi Kuo
• Apple CEO compensation increases $10M in 2024
• CMS proposes 4.33% increase for Medicare Advantage plans (update)
• Pfizer’s bladder cancer treatment achieves main goal in late-stage trial

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This podcast is produced by Klassic Studios

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Today's headlines:

• Meta ends DEI programs in latest sweeping change ahead of Trump's second term
• Quantum stocks slide after D-Wave CEO refutes Nvidia's Huang
• Bitcoin set to fall on weekly basis, slides further from $100K
• TransMedics Group drops after Scorpion Capital short call
• STAG Industrial increases dividend by ~1% to $0.1242
• Korea has the most oversold equities around the world – BofA
• Social media names rise as Supreme Court hears TikTok arguments
• Calumet closes $1.44B DoE loan for Montana renewable fuels, biomass energy plant
• Gene editing stocks drop as Intellia announces layoffs

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Today's headlines:

• Quantum computing stocks slump after Nvidia CEO sees use many years away
• Biden plans more limits on AMD, Nvidia AI chip exports before exit: report
• AMD slides as HSBC downgrades on Nvidia worries
• Bitcoin selloff deepens, wiping out early-2025 advance
• Drugs not selected for Medicare negotiations saw prices nearly double - report
• Nvidia highlights gen-AI opportunities and affordable supercomputing: Oppenheimer
• Biggest stock movers Wednesday: eBay, CALM, PLTR, and more
• Arcadium Lithium surges as CFIUS clears Rio Tinto takeover

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Today's headlines:

• Quantum computing stocks slump after Nvidia CEO sees use many years away
• Biden plans more limits on AMD, Nvidia AI chip exports before exit: report
• Shareholders of Blue Owl Capital Corp., Blue Owl Capital III approve merger
• Small modular reactor shares sink after Nvidia CEO downplays quantum computers
• Costco blows past estimates with December sales tallies
• How will the Make America Healthy Again movement impact food stocks?
• Lilly's Zepbound to be covered by Medicare for sleep apnea
• AMD slides as HSBC downgrades on Nvidia worries
• Disney says global MAUs were 157M on average across its apps

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Today's headlines:

• Trump announces $20B in new spending for U.S. data centers
• Bitcoin slides below $100K as strong U.S. data dim rate cut hopes
• Danish stocks mixed as Trump threatens tariffs to acquire Greenland
• Cliffs stuck on sidelines with US Steel trading in $30s - Semafor
• Canadian oil stocks rise, with 'some optimism' after Trudeau's resignation
• Cassava laying off one-third of staff to curb expenses
• Solar stocks suddenly hot as investors warm to AI-driven power demand
• FDA issues draft guidance on developing weight loss drugs

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Today's headlines:

• Fubo to merge with Disney's Hulu + Live TV unit; parties settle Venu Sports lawsuit
• Palantir initiated with Underweight rating at Morgan Stanley on negative risk-reward
• Nvidia's Huang keynote address to CES likely to focus on AI vision, Wedbush says
• Mark Zuckerberg names key MMA figure Dana White and two others to Meta's board
• Rise of the machines: Robotics stocks rally amid investor frenzy
• Intel unveils new chip lineup for gaming laptops
• Salesforce downgraded to Sell at Guggenheim
• RBC adjusts its telecom stocks coverage; ups rating on AT&T and cuts T-Mobile US

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Today's headlines:

• Trump slams U.K. North Sea energy policy, says 'get rid of windmills'
• Tesla bears pounce on Q4 delivery miss
• Mag 7? More like 'Mag 1' as Nvidia dominates the megacap club in 2024
• Short sellers down $180.9B in 2024 mark-to-market losses as Wall Street soars
• 20-year Treasury bond shortage exposed by surging failed trades, NY Fed data show
• S&P 500 Energy ends 2024 with a slim gain; 2025 outlook gloomy
• Nvidia, AMD, among chip companies likely to make news at CES
• S&P 500 would have underperformed European stocks, if not for Nvidia
• Trending stocks as Wall Street steps into first days of 2025 with cautiousness

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Today's headlines:

• Biden eases rules for hydrogen tax credits in bid to boost sector ahead of Trump
• Best and worst performing S&P 500 stocks in a rosy year for index
• Oil opens new year with strong gains on optimism over economic rebound in China
• AI stocks see green after Nvidia-Cerence announce collaboration
• Viking Therapeutics among potential buyout candidates: Oppenheimer
• Biden awards Medal of Freedom to 19, including Hillary Clinton, Gorge Soros, David Rubenstein
• Biden administration asks Supreme Court to reject Trump's bid to pause TikTok ban
• Biden to ban new oil, gas drilling in large swath of US coastal territory: report

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Today's headlines:

• Microsoft rises after tech giant says it will spend $80B in data centers in 2025
• Wall Street analysts defend Carvana after short-seller report
• MicroStrategy to target a capital raise of up to $2B of preferred stock
• AI stocks see green after Nvidia-Cerence announce collaboration
• Apple CEO Tim Cook plans to donate $1M to Trump inauguration: report
• Bitcoin set to rise on weekly basis, stays below $100K
• Evercore ISI predicts Tech will lead the S&P 500 to another 20% upside year in 2025
• Iron ore and gold: two defensive plays over the next 12-18 months amid tariffs risk

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This podcast is produced by Klassic Studios

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Today's headlines:

• Tesla falls short of Q4 and full-year deliveries expectations
• 'Winter is here:' Apple slides as UBS cuts estimates on iPhone weakness
• SoFi stock slides as KBW cuts to Underperform on 'overstretched' valuation
• Tesla gained more than 50% in 2024 even as annual deliveries fell for the first time
• Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?
• BYD Company hits production milestone of 10M new energy vehicles
• Johnson & Johnson declares $1.24 dividend
• U.S. companies with potential pension risk transfer restructuring opportunities

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Today's headlines:

• Tesla could begin 2025 with a record-setting deliveries report
• Nvidia, Microsoft lead Wedbush's top 10 tech winners for AI revolution in 2025
• S&P 500 delivers first back-to-back annual gains of more than 20% since 1998
• Why did Pfizer's exit from gene therapy program hit Sangamo hard?
• U.S. natural gas pulls back but still posts 44% full-year gain
• SA Sentiment: What's the price target for the S&P 500 in 2025?
• Big banks forecast $3,000 gold in 2025 after best yearly performance since 2010
• US Steel surges as Nippon Steel sends new proposal to Biden in final bid for support

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Today's headlines:

• US Steel surges as Nippon Steel sends new proposal to Biden in final bid for support
• Hawaiian Electric to sell 90% stake in American Savings Bank in $405M deal
• South Korean crypto mogul Do Kwon extradited to U.S. - report
• Bitcoin's banner 2024 overshadows uneven performance in crypto-tied stocks
• Tesla could begin 2025 with a record-setting deliveries report
• What to expect from Starbucks in 2025
• What to expect from Procter & Gamble in 2025
• Why did Pfizer's exit from gene therapy program hit Sangamo hard?

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This podcast is produced by Klassic Studios

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Today's headlines:

• Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
• Stock markets will close on Jan. 9 for Pres. Jimmy Carter’s National Day of Mourning
• MicroStrategy adds another 2,138 bitcoins to balance sheet
• Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
• SA Sentiment: This energy sector is a popular choice for 2025
• Weekly ETF flows: Six out of 11 sectors record outflows; bitcoin sees first outflow since Trump’s victory in November
• Rigetti, D-Wave lead quantum stocks lower on Monday as year draws to close
• Credit card charge-offs hit highest level since 2010 - report
• Anheuser-Busch InBev loses control of its joint venture in Russia

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This podcast is produced by Klassic Studios

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Today's headlines:

• Trump backs Elon Musk on debate over H-1B visas for foreign workers
• More than half of U.S. at high risk of power shortages in next decade, report says
• UnitedHealth CEO working to reassure staff in wake of executive's killing: report
• Wells Fargo’s Harvey: 10 predictions for 2025
• Top-rated smaller defensive stocks after Societe Generale permabear takes contrarian view
• AT&T says networks cleared after Salt Typhoon hacking attack
• Google CEO asks employees to brace for challenging 2025
• South Korean plane crash during landing kills 179

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Today's headlines:

• China targets U.S. companies including Boeing's Insitu, Raytheon over arms sales to Taiwan
• Rigetti Computing leads quantum stocks higher to end week
• Trump backs Elon Musk on debate over H-1B visas for foreign workers
• Most shorted stocks on Wall Street heading into 2025: BYND, KSS, GRPN, and more
• Catalyst Watch: Eyes on electric vehicle deliveries, retail data and housing reads
• Taiwan government might cut chip spending in 2025: report
• Oil rises as U.S. stockpiles post larger than expected draw
• Biggest stock movers Friday: LW, RGTI, AMED and more

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Today's headlines:

• OpenAI mulls plan around for-profit structure to propel ChatGPT maker
• Nasdaq -2% as Mag 7 bleeds, but Wall Street on track to end holiday week higher
• Rigetti Computing leads quantum stocks higher to end week
• 4 stocks to watch on Friday: NFLX, AAPL on $4T watch and more
• Taiwan government might cut chip spending in 2025: report
• Bristol-Myers gets FDA okay for injectable Opdivo
• On Holdings set to become the fastest-growing athletic brand - analyst
• Taiwan Semiconductor starts mass production at Japanese plant: report
• BioNTech inks $1B settlements with NIH and Penn to resolve COVID vaccine royalty claims

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Today's headlines:

• NY governor approves plan to bill polluters billions for climate costs
• Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic
• Elon Musk: Boeing is on ‘much better track’ with new CEO
• Sanctions? Russia is now using bitcoin for international trade
• Wall Street's Santa rally a toss up as U.S. stocks struggle in post-Christmas session
• Nippon Steel extends closing date for US Steel acquisition until Q1
• Meme revival? GameStop shows a small gain after a cryptic Roaring Kitty post
• Apple's price target raised at Wedbush on AI-driven iPhone upgrade cycle
• KULR purchases 217.18 Bitcoin for $21 Million

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Today's headlines:

• Apple can't rely on Google, wants to testify at Search antitrust trial in April - report
• Tesla rallies into Christmas break as Q4 deliveries report looms
• Vermilion Energy to buy Alberta oil and gas producer Westbrick in C$1.07B deal
• American Airlines grounds all flights due to technical issues
• Biden to decide on US Steel takeover after CFIUS deadlocks
• Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
• All eyes on Netflix as Christmas NFL games take the spotlight
• Bitcoin ETF declares monthly distribution of $1.1131
• Teva Pharmaceutical shares surged for seven straight sessions

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Today's headlines:

• Tesla rallies into Christmas break as Q4 deliveries report looms
• Major banks sue Federal Reserve over stress testing framework
• OpenAI ponders humanoid robot in quest to take AI to new level: report
• Apple can't rely on Google, wants to testify at Search antitrust trial in April - report
• American Airlines grounds all flights due to technical issues (updated)
• Teva Pharmaceutical shares surged for seven straight sessions
• British American Tobacco snaps six straight sessions of losses
• U.S. home prices record smallest Y/Y rise since October 2023, Redfin says

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Today's headlines:

• U.S. says Pakistan is working on long-range missile that could hit homeland
• MicroStrategy adds to bitcoin holdings for seventh straight week
• Blackstone announces prelim Q4 revenues
• X pumps up Premium Plus subscription rate by 37%
• Walmart, fintech Branch sued for allegedly 'taking advantage' of over 1M delivery drivers
• Anavex stock rallies 30% on business updates
• Autonomous vehicle watch: The robotaxi pure play that analysts love
• BlackRock is the best-positioned asset manager heading into 2025, Citi says

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Today's headlines:

• Senate passes bill to prevent government shutdown, Biden signs it into law (update)
• As quantum computing stocks soar, Wall Street analysts take bullish stance
• Odds now nearly one in five the Fed does nothing next year
• OpenAI project to improve ChatGPT behind schedule as costs soar: report
• Short sellers targeting major auto stocks, growing their positions - S3 Partners
• Wall Street's take on the regional banking sector for 2025
• Trending stocks in bearish pre-holiday week for U.S. stock market
• Notable analyst calls this week: Tesla, Zoom and Micron stocks among top picks
• Bulls vs. Bears: Is Micron a Buy after earnings-led selloff

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Today's headlines:

• Energy Transfer inks 20-year LNG supply deal with Chevron
• Novo Nordisk falls after data for next gen obesity drug, Eli Lilly spikes
• Jury finds Qualcomm did not breach Nuvia's license agreement with Arm
• Occidental Petroleum rises after Berkshire Hathaway raises stake
• Why is Novo Nordisk crashing after data for next-gen weight loss drug?
• Nippon Steel alleges White House had undue influence over US Steel review - Reuters
• Pfizer gets FDA accelerated approval for Braftovi
• As quantum computing stocks soar, Wall Street analysts take bullish stance
• J.P. Morgan’s top Technology stocks for 2025

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Today's headlines:

• Jury finds Qualcomm did not breach Nuvia's license agreement with Arm
• Why is Novo Nordisk crashing after data for next-gen weight loss drug?
• Pfizer gets FDA accelerated approval for Braftovi
• Bitcoin to fall on weekly basis as post-Fed dip extends
• FDIC board suspends bonuses for executives under investigation for misconduct: reports
• OpenAI reveals new frontier model o3; says it crushes prior AI benchmarks
• Bitcoin dives under $100K as Trump-fueled surge reverses after Fed
• Rigetti gets initiated with bullish views at Craig-Hallum
• Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley

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Today's headlines:

• El Salvador to sell or discontinue its bitcoin wallet as part of IMF deal
• Fed induced tech sell-off is just a 'buying opportunity:' Wedbush
• Rivian Automotive gives the UAW a path to unionize after it becomes profitable
• Nike GAAP EPS of $0.78 beats by $0.15, revenue of $12.35B beats by $240M
• Frequent Trump critic Neil Cavuto leaves Fox after a 28-year stint
• U.S. healthcare spending climbs 7.5% in 2023
• OpenAI makes agentic push as ChatGPT works within more Apple apps
• Crown Castle gains on report it's close to $8B sale of fiber unit to TPG

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Today's headlines:

• Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
• Tesla slides after the Fed meeting cuts into the bullish vibe
• Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
• California Gov. Newsom declares State of Emergency over bird flu
• Apple collaborates with Nvidia to speed up token generation
• US10Y hits 4.50%, US2Y spikes 10 bps after Fed projects fewer rate cuts in 2025
• Earnings Snapshot: Micron FQ2 outlook undershoots expectations, while FQ1 tops consensus
• Palantir expands army vantage partnership with $618.9M contract

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This podcast is produced by Klassic Studios

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Today's headlines:

• UnitedHealth, CVS Health extend decline as Pfizer CEO cites Trump’s PBM comments
• Pfizer issues 2025 outlook, reiterates 2024 guidance
• Quantum Computing skyrockets on NASA news, peers follow
• Biden administration plans to investigate Chinese semiconductors: report
• Schwab U.S. Dividend Equity ETF continues losses for eight straight sessions
• Mastercard increases dividend by ~15% to $0.76
• Quantum Computing announces NASA contract; shares surge
• China likely to probe more U.S. tech deals after Nvidia review - report

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This podcast is produced by Klassic Studios

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Today's headlines:

• Quantum stocks continue to surge as enthusiasm behind tech remains strong
• MicroStrategy remains most squeezable crypto stock at the end of November
• OpenAI makes ChatGPT Search free for all users as it challenges Google
• Bitcoin surges above $106K as Fed decision looms
• Red Cat Holdings GAAP EPS of -$0.18 misses by $0.09, revenue of $1.53M misses by $2.6M
• Bitcoin miners' 'two value creation paths' outlined by Bernstein
• Schwab U.S. Dividend Equity ETF declares quarterly dividend
• W. P. Carey declares $0.88 dividend

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Today's headlines:

• Trump considering privatizing US Postal Service: report (update)
• ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
• UnitedHealth down 15% amid grief, anger, frustration after shooting
• Trump vows to end daylight saving time
• Tim Cook dines with Trump at Mar-a-Lago: report
• OpenAI's Sam Altman will donate $1M to Trump’s inauguration
• Former OpenAI researcher found dead at age 26
• Quantum stocks ranked by their Seeking Alpha Quant rating

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Today's headlines:

• Tesla stock rises on report of Trump team looking to scrap autonomous crash reporting
• Broadcom hits $1T valuation as Wall Street loves the custom AI potential
• Super Micro hits up Evercore to raise capital: report
• Trump considering privatizing US Postal Service: report
• Bill Ackman says he's short IEP, long FNMA for stock-picking contest
• Quantum stocks continue to ride Willow momentum
• Only a third of the S&P 500 is outperforming the index
• Uber Technologies is named a top pick for 2025 by Goldman Sachs

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Today's headlines:

• Walgreens gains on report of bidder lining up debt financing for takeover
• Elon Musk discloses SEC settlement demand, Neuralink investigation
• CVS, Cigna could be hit hard by PBM reform: Deutsche Bank
• Tesla stock rises on report of Trump team looking to scrap autonomous crash reporting
• SCOTUS agrees to hear case on California's unique emission standards
• Editas to cut 65% of workforce in strategy shift; shelves lead gene-editing program
• Old Republic declares $2.00 special dividend
• Abbott Laboratories raises dividend by 7.3% to $0.59
• Bill Ackman says he's short IEP, long FNMA for stock-picking contest

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Today's headlines:

• Warner Bros. Discovery to have two core operating units under new structure; shares jump
• Himax jumps as analyst says it may be Nvidia, Taiwan Semi supplier
• Adobe tumbles after outlook disappoints Wall Street, TD Cowen cuts rating
• Costco rejects 98% of Teamsters' demands
• Nvidia's request to avoid securities fraud suit dismissed by US Supreme Court
• MicroStrategy stands to gain from potential Nasdaq 100 inclusion: Bernstein
• Lucid Group eyes partnerships amid the shifting EV landscape
• Tesla snaps six straight sessions of gains

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Today's headlines:

• McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
• Super Micro Computer sinks even as CEO 'confident' stock will not be delisted
• US Steel plunges after report Biden set to block $14B sale to Nippon Steel
• Walgreens jumps on report of talks to sell itself to Sycamore Partners
• Realty Income raises monthly dividend by 0.2% to $0.264/share
• Oracle skids, but Wall Street comes to defense as cloud growth continues
• Bitcoin miners MARA, CleanSpark, Cipher upgraded at J.P. Morgan
• AppLovin sees worst day in 2 years after stock fails to make the cut for S&P 500
• Quantum stocks accelerate on Google's Willow chip

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Today's headlines:

• Trump will 'absolutely' consider NATO exit if members don't 'pay their bills'
• Tesla jumps to three-year high as Optimus humanoid robots step into the spotlight
• Google rises as tech giant unveils 'mind-boggling' quantum computing chip
• Oracle tumbles as Q2 results miss expectations
• Hershey jumps amid report of Mondelez takeover approach
• Electric vehicle stocks rip big gains after Beijing developments
• The Stocks according to GARP: top names with growth at a reasonable price
• Rivian Automotive jumps to three-month high after Benchmark says its EV future is bright
• The case for Grid Electrification for 2025 – Barclays

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Today's headlines:

• SA readers weigh in on how to address the U.S. budget deficit
• Goldman Sachs pulls out of global climate coalition for banks
• Syrian government falls to rebels, rule of Assad ends
• Trump says he won't try to remove Fed chair Jerome Powell
• Former Intel CEO asks people to pray and fast for employees
• Real estate stocks slump despite rising December rate cut hopes
• Fall of Syria’s Assad regime ignites debate on oil, gold prices
• Notable analyst calls this week: Tesla, Kroger and FedEx among top picks
• GenAI being adopted at double the pace of PCs or internet

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Today's headlines:

• UnitedHealth shooting weighs on health insurance stocks
• Apple makes roadmap for in-house cellular modems, potentially challenging Qualcomm's dominance - report
• Trump names ex-PayPal COO David Sacks as AI and crypto czar
• Oshkosh could lose USPS contract to electrify fleet - reports
• AMD slips as Amazon exec says company 'not yet' seeing heavy demand for AI chips
• SA readers weigh in on how to address the U.S. budget deficit
• Super Micro Computer receives extension from Nasdaq
• AppLovin perks up as Citi boosts price target on e-commerce potential
• S&P, Nasdaq end at record highs with rate-cut bets lifted after payrolls print; Dow falls

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Today's headlines:

• November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
• Trump names ex-PayPal COO David Sacks as AI and crypto czar
• Oshkosh could lose USPS contract to electrify fleet - reports
• AMD slips as Amazon exec says company 'not yet' seeing heavy demand for AI chips
• BofA says Altria 'less of a drag', upgrades to Buy
• Federal court upholds ban on TikTok; rival social media stocks gain
• UnitedHealth shooting weighs on health insurance stocks
• Bitcoin set to rise on weekly basis, soars 132% in a year
• FCC chair submits draft plan to counter future cyberattacks after 'Salt Typhoon' hack on U.S. telecoms

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Today's headlines:

• Bitcoin soars past $100K and these 20 companies hold the most amount of the cryptocurrency
• Nvidia to open AI center in Vietnam amid Southeast Asia expansion
• Waymo to expand services to Miami with Uber-backed Moove
• Rubrik surges as cybersecurity company ups guidance after strong Q3 results
• Verizon declares $0.6775 dividend
• 7,007 for stocks: Wells Fargo sets Street-high target for S&P 500 in 2025
• OPEC+ to postpone oil production hike, likely for three months - reports
• Samsara Non-GAAP EPS of $0.07 beats by $0.03, revenue of $322M beats by $11.44M
• SA Sentiment: What will be the first U.S. company to reach a $4T market cap?

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Today's headlines:

• Enemies to friends? Mark Zuckerberg wants 'active role' in Trump's tech policies
• U.S. senators, agencies to hold secret meeting on "Salt Typhoon" hack by China - Reuters
• Google's AI-generated weather forecasts blow away traditional models
• Roku's data is its most undervalued asset; company prone to takeover in 2025 - Needham
• Microsoft declares $0.83 dividend
• Correction: Chipotle's 2% price hike comes from a 'point of strength' - analyst
• Chinese industry groups say US chips are 'no longer safe' - report
• Hershey goes positive amid takeover speculation
• SentinelOne tumbles even as company ups guidance after Q3 results

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Today's headlines:

• South Korea's President lifts martial law, hours after his declaration (Update)
• NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
• AT&T expects profit growth to accelerate through 2027, sets $20B buyback
• Palantir gets FedRAMP High Authorization grant
• Tesla's China shipments fall for second month in a row
• JP Morgan staying 'sidelined' on Super Micro even as committee finds no wrongdoing
• SpaceX considers tender offer that boosts valuation to $350 billion - report
• Enbridge declares raises dividend by 3% to CAD 0.9425

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Today's headlines:

• U.S. is said to ready $725M arms package for Ukraine
• Gelsinger forced out at Intel after board lost confidence: report
• Intel announces CEO Gelsinger retiring; replaced with co-CEOs (update)
• Delaware judge again rejects Musk's multi-billion dollar pay package
• Super Micro jumps as internal review finds no misconduct; to replace CFO
• Marjorie Taylor Greene discloses buys of AMD, Alphabet, Microsoft, others
• Microchip Technology announces restructuring and lowers guidance; shares fall
• Roku and Trade Desk shares rise after analyst highlights benefits of possible merger

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Today's headlines:

• Tesla's AI bet laying the foundation for a $2 trillion valuation - Wedbush
• JPMorgan Chase's Dimon has been secretly talking with Donald Trump for months: report
• Trudeau dines with Trump at Mar-a-Lago amid tariff threat
• Trump considering tough antitrust advocate for justice department - FT
• Trump threatens BRICS nations with 100% tariff on de-dollarization plans
• Meta is reportedly planning to build a nearly 25k mile subsea cable that could cost $10B
• OPEC 'stuck between a rock and a hard place' as planned meeting delayed
• Disney's 'Moana 2' bashing Thanksgiving records
• Taiwan Semi founder Chang offered CEO job to Nvidia's Huang: memoir

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Today's headlines:

• It's official: Australia passes social media ban for kids under 16
• Tesla's AI bet laying the foundation for a $2 trillion valuation - Wedbush
• Meta is reportedly planning to build a nearly 25k mile subsea cable that could cost $10B
• Trump considering tough antitrust advocate for justice department - FT
• Nasdaq, S&P, and Dow are in the green after the Thanksgiving holiday
• Samsung, SK Hynix expected to benefit amid increased demand for NAND: Citi
• Volkswagen could see a third of German workforce stage work stoppages next week
• Holiday shopping continues to set new records with $6.1B spent online Thanksgiving
• Coffee with a view? Starbucks opens restaurant with a glimpse into Hermit Kingdom

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Today's headlines:

• U.S. oil producers will not 'drill, baby, drill' under Trump, Exxon executive says
• Wolfe’s short ideas: Companies with potential dividend cuts
• Microsoft slides after FTC launches antitrust investigation: report
• Super Micro pays off, ends loan agreements with BofA, Cathay Bank
• Symbotic’s stock plunges 40% on accounting error
• Chevron rips California's new fuel inventory law, says may raise prices for customers
• Nasdaq falls, S&P ends off high with tech stocks under pressure, PCE inflation stalling
• xAI on track to top $100M in annual revenue, release standalone Grok app: report
• Hafnia declares $0.379 dividend

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Today's headlines:

• CrowdStrike cracks $1B revenue threshold, but investors trim positions after recent stock recovery
• Chevron rips California's new fuel inventory law, says may raise prices for customers
• Super Micro pays off, ends loan agreements with BofA, Cathay Bank
• xAI on track to top $100M in annual revenue, release standalone Grok app: report
• Exxon lobbyist target of FBI probe over hack-and-leak of environmentalist emails - Reuters
• Wolfe’s short ideas: Companies with potential dividend cuts
• Apple slips as China data shows smartphone plunge in October: report
• Teamsters union files complaint against Amazon for verbal assault on driver
• Apple device makes for unlikely gift, but Watch most popular: survey

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Today's headlines:

• What’s left in Cassava after Phase 3 setback for Alzheimer’s drug
• Apple faces uphill task to launch AI model for iPhones in China - report
• Dell just reported Q3 results. The stock is skidding.
• CrowdStrike Non-GAAP EPS of $0.93 beats by $0.12, revenue of $1.01B beats by $26.97M
• ‘Signs of bubble emerge’ for crypto post-election, Barclays says
• CrowdStrike moves beyond summer outage as it reports 97% gross retention
• Workday slumps as lowered guidance weighs on strong Q3 results
• Walmart rolls back DEI efforts and policies
• HP just reported Q4 results. The stock is tumbling.

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Today's headlines:

• Cassava plummets 86% as simufilam phase 3 Alzheimer's trial misses endpoints
• Blue Bird Non-GAAP EPS of $0.77 beats by $0.12, revenue of $350.2M beats by $6.25M
• EQT to sell natural gas pipeline stakes to Blackstone in $3.5B deal
• Warren Buffett gives away more of his shares to four foundations, as part of giving pledge
• Palantir's price target upped at BofA on rising US growth, competitive advantage
• No rebate for you! California's Newsom excludes Tesla from ZEV credit
• Investors can be optimistic about defense stocks under Trump: Bernstein
• The Magnificent Seven have seen persistent selling from active funds – Citi

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Today's headlines:

• Trump picks surgeon Marty Makary to head FDA, Rep. Dave Weldon to lead CDC
• Tesla continues to rally as analysts see a robotaxi profit windfall down the road
• Close but no cigar: Bitcoin languishes just under the $100K milestone
• COP29 climate summit seals deal for global carbon credit trading after a decade of debate
• J.P. Morgan forecasts lower oil prices in Trump's upcoming term
• Will Nvidia's Blackwell AI chips deliver?
• Tesla, Rivian reach 'conditional' settlement in technology theft lawsuit: report (update)
• Super Micro Computer up 78% this week; What has changed since auditor exit?
• Lattice Semi is considering making offer for Intel's Altera unit - Bloomberg

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Today's headlines:

• S&P 500 has 70 stocks in overbought territory with 10 looking extremely overbought
• Tesla continues to rally as analysts see a robotaxi profit windfall down the road
• J.P. Morgan forecasts lower oil prices in Trump's upcoming term
• PepsiCo to acquire full ownership of Sabra and Obela
• Another big payday for Walmart corporate employees as bonuses to reach 120% of base pay
• AWS launches Quantum Embark, quantum computing stocks blastoff
• Bulls vs. Bears: Can Nvidia sustain premium valuation?
• Will Nvidia's Blackwell AI chips deliver?

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Today's headlines:

• Reddit falls as key holder plans credit facility based on its stake
• Bitcoin set for weekly rise of 8.3% as crypto frenzy continues post Trump's win
• Petrobras board OKs $3.4B in extraordinary dividends, $111B five-year strategic plan
• Moderna up 8% as Jefferies says market is close to 'peak RFK negativity'
• Good news, bad news: Apple e-books investigation closed; browser inquiry coming
• Merck recommends rejection of TRC Capital’s 'mini-tender' offer
• Petrobras in talks for possible 'big' new ethanol joint venture
• Microsoft president Smith urges Trump to 'push harder' against foreign cyberattacks: report
• Another big payday for Walmart corporate employees as bonuses to reach 120% of base pay

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Today's headlines:

• SA Sentiment: Should the U.S. create a Strategic Bitcoin Reserve?
• Alphabet slips as DOJ confirms push to split off Google Chrome browser
• Amazon will likely face probe under EU tech rules in 2025: report
• Reddit drops on report holder seeks to sell $1.2B stake
• Pagaya Technologies files to sell 504,440 class A ordinary shares by selling shareholders
• Apple working on more conversation Siri, may launch in 2026: report
• Phillips 66 hit with federal charges for illegal wastewater dumping
• Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
• Elastic jumps following 18% revenue gain, increases full-year outlook

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Today's headlines:

• Nvidia just reported Q3 results. The stock is falling.
• CDC warns of an imminent spike in COVID, flu cases
• Target slides after profit guidance stunner ahead of the holidays; Walmart and Costco also dip
• Fannie Mae, Freddie Mac stocks plunge after KBW cuts to Market Perform
• MicroStrategy prices upsized offering of $2.6B convertible debt
• ZIM Integrated declares total dividend of $3.65, $2.81 quarterly and $0.84 special dividend
• Bitcoin scales another all-time high in wake of IBIT options debut
• Trump Media saw the largest increase in short interest in October

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Today's headlines:

• Healthier policies and happier aisles: RFK Jr could beef up grocery stores' profits
• Powell Industries GAAP EPS of $3.77 beats by $0.22, revenue of $275M misses by $11.49M
• Palantir run appears unsustainable as Jefferies cites CEO share selling plan
• OpenAI CEO Altman looking for investors for Nvidia competitor: report
• Delta Air Lines and Shake Shack beef up in-flight meals
• Viking phase 2b study of NASH candidate hits primary endpoint
• Earnings Snapshot: Powell Industries expects FY25 to be successful; posts mixed FQ4
• Microsoft expands AI strategy as it reveals new agent builder

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Today's headlines:

• Super Micro announces appointment of independent auditor, filing of compliance plan with Nasdaq
• DOJ to ask judge to push Google to sell off Chrome browser - Bloomberg
• Nvidia teams with Google to design quantum AI processors
• MicroStrategy adds 51,780 more bitcoins to stash for $4.6B
• AMD announces resignation of Chief Accounting Officer
• AbbVie snaps eight straight sessions of losses
• Weyerhaeuser to invest $500M to build new TimberStrand facility in Arkansas
• Here's the major earnings before the open tomorrow
• Wendy's names UPS executive as new CFO

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Today's headlines:

• The EV market that 'sucks'
• In Mike Tyson vs. Jake Paul, it's Netflix that went down
• Super Micro Computer to file plan on Monday to remain listed on Nasdaq: report (update)
• Senators call for probe into SpaceX contracts over Musk's Russia calls
• Elon Musks backs Cantor Fitzgerald CEO Howard Lutnick as Treasury secretary (update)
• Generative AI might be following Facebook's adoption curve: Morgan Stanley
• Utilities want Trump to keep clean energy, EV tax credits, Edison CEO says
• Former Uber executive under consideration for Trump's transportation secretary: report (update)
• Trending stocks this week as Wall Street sells off amid Fed remarks

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Today's headlines:

• Nasdaq slides 2%, S&P, Dow end lower as Powell remarks prompt repricing in rate cuts
• Nvidia gets another price target boost ahead of earnings from Jefferies
• Bloom Energy scores 'big win' in fuel cell supply deal for AEP data centers
• Most shorted S&P 500 stocks in October
• Senators call for probe into SpaceX contracts over Musk's Russia calls
• David Tepper's Appaloosa exits Boeing & UPS, cuts Meta & Microsoft among top Q3 moves
• SolarEdge, Maxeon Solar slammed as Morgan Stanley cuts to Sell equivalent
• Boeing's 10% drop since Trump's election win 'feels overblown,' Jefferies analyst says

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Today's headlines:

• Investors lose their appetite for food stocks on Trump's pick to lead HHS
• Microsoft now targeted as Elon Musk amends OpenAI lawsuit
• Who will win Mike Tyson vs. Jake Paul? It might be Netflix.
• David Tepper's Appaloosa exits Boeing & UPS, cuts Meta & Microsoft among top Q3 moves
• Uranium prices rise after Russia temporarily limits supplies to U.S.
• Alibaba rallies after its AI business provides an earnings lift
• Alexandria Real Estate cut to Hold as Deutsche sees near-term earnings pressure
• Nvidia gets another price target boost ahead of earnings from Jefferies

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Today's headlines:

• Palantir announces transfer of stock exchange listing to Nasdaq
• Applied Materials just reported Q4 results. The stock is slipping.
• Vaccine makers close lower amid reports RFK Jr may head HHS
• Hims & Hers cut to underperform by BoA over Amazon competition
• Hims & Hers drops 17% as Amazon rolls out expanded telehealth service
• Microsoft Azure business to be investigated by FTC: report
• CFPB looking to put Google under federal supervision - WaPo
• Boeing hires Northrop executive to revamp Pentagon projects - WSJ
• AbbVie shares trade in the red for seventh straight session

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This podcast is produced by Klassic Studios

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Today's headlines:

• Half of global fund managers are long the Mag 7 – BofA
• Pure Storage slides after revealing partnership with AI hyperscaler
• AMD plans to reduce nearly 4% of workforce to target growth opportunities
• Super Micro delays 10-Q filing, seeks additional time to find new auditor
• Google, Anthropic also run into issues with plateauing model performance: report
• Bridgewater's top buys and sells in Q3 include Nvidia, Micron, Disney, others
• Cisco Systems declares $0.40 dividend
• Disney continues gains for seven straight sessions
• HPE expands direct liquid-cooled supercomputing tech

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This podcast is produced by Klassic Studios

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Today's headlines:

• Amgen slips as Cantor cites safety concerns linked to obesity candidate
• Biden administration unveils plan to triple nuclear energy capacity by 2050
• Is Tesla 2024 like Apple before the iPhone, Nvidia pre-AI chips, and Amazon when it only sold books?
• Enterprise Products Partners files for potential mixed shelf offering
• CAVA Group GAAP EPS of $0.15 beats by $0.04, revenue of $243.82M beats by $10.74M
• Weed stocks spike after report on Trump support for marijuana reforms
• Micron dips after Edgewater sees softening outlook in 2025
• Pfizer reportedly eyeing sale of hospital drugs unit

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Today's headlines:

• Zeta Global just reported Q3 results. Here's why the stock is falling.
• MicroStrategy raises $2.03B, buys 27,200 bitcoins; stock climbs
• Is the Magnificent Seven at the end of their magnificent advantage?
• Rally time for a company that is currently the only global robotaxi player
• Humana stock slides as Cigna confirms it won’t pursue a combination
• Spirit Airlines jet reportedly hit by gunfire in Haiti
• Hims & Hers Health, up 20%, hits all-time high
• What ever happened to ARKK’s top holding, Zoom Video Communications?

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Today's headlines:

• Elon Musk joined phone call between Trump and Ukraine president Zelenskyy - Axios
• Elon Musk's net worth crosses $300B as Trump bet pays off
• What Trump election means for IT hardware, networking stocks: Evercore
• Russia mulling mega oil merger in Rosneft, Gazprom unit & Lukoil combination - WSJ
• Fed's Kashkari says central bank may not cut rates as much if economy remains strong
• Citi predicts pressure on oil prices in 2025 under second Trump presidency
• Bitcoin hits $80K for first time on Trump optimism
• Trump's win sparks interest in these crypto-linked stocks

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Today's headlines:

• Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
• Tesla starts leasing Cybertrucks from $999 a month
• Prospect Capital stock slides after cutting distribution; Q1 earnings beat consensus
• Costco trades at an all-time high. Here's why the rally may continue
• Enphase Energy to cut 17% of workforce, incur up to $20M in charges
• ASML, others gets letter from lawmakers over China business
• Archer Aviation rallies again as investors view it as an eVTOL leader
• Fluor plunges after wide Q3 miss, plan to deconsolidate NuScale
• Lucid Group powers higher after earnings topper and update on a new cheaper vehicle

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Today's headlines:

• Trump 'unlikely' to hurt rooftop solar or tax credits, Sunrun CEO says
• Pfizer to invest $1B in China over next five years
• Medical Properties to sell Prospect’s managed care business to Astrana Health
• Realty Income declares $0.2635 dividend
• Bitcoin to rise on weekly basis as crypto-friendly Trump emerges as next U.S. President
• Costco trades at an all-time high. Here's why the rally may continue.
• Enphase Energy to cut 17% of workforce, incur up to $20M in charges
• Ardelyx tumbles as lawsuit against CMS dismissed over Xphozah

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Today's headlines:

• Sweetgreen GAAP EPS of -$0.18 misses by $0.03, revenue of $173.43M misses by $2.07M
• Arista Networks just reported Q3 results. Here's why the stock is falling.
• Trade Desk Non-GAAP EPS of $0.41 beats by $0.02, revenue of $628.02M beats by $7.47M
• Tesla lands higher targets from BofA with regulatory hurdles looking lower
• Unity Software Inc GAAP EPS of -$0.31 beats by $0.08, revenue of $446.52M beats by $18.32M
• WBD's tone on earnings call suggests openness to M&A and spinoffs; shares rise (update)
• Medical Properties Q3 earnings, hit by Steward turmoil, miss consensus
• Return of the bond vigilantes? Sharp gains for U.S. yields

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Today's headlines:

• SA Asks: How will the U.S. election results impact energy stocks?
• Qualcomm just reported Q4 results. Here's why the stock is soaring.
• Arm Holdings just reported Q2 results. Here's why the stock is slumping.
• DJT on a rollercoaster ride since U.S. Election Day, shares up after Trump clinches second term
• SolarEdge Technologies Non-GAAP EPS of -$15.30 misses by $13.66, revenue of $260.9M misses by $9.99M
• MercadoLibre reported 35% revenue growth. Here's why shares are sliding.
• MercadoLibre GAAP EPS of $7.83 misses by $2.02, revenue of $5.31B beats by $30M
• Qualcomm files for automatic mixed securities shelf
• Western Midstream Partners GAAP EPS of $0.74 misses by $0.08, revenue of $883.3M misses by $46.16M

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Today's headlines:

• Tesla wins a patent that could lead to licensing autonomous driving technology
• Oil and gas stocks for a Trump win? It may not be so simple
• Trump Media and Technology Group reports Q3 results
• Earnings Snapshot: Super Micro FQ2 outlook falls below estimates; no date on 10-K filing
• Super Micro just reported preliminary Q1 results. Here's why the stock is tanking.
• Devon Energy declares $0.22 dividend
• Palantir surges after 'eye-popping quarter' as Wall Street praises AI initiatives
• Prudential Financial declares $1.30 dividend
• Casey's General Stores closes on its largest acquisition ever

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This podcast is produced by Klassic Studios

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Today's headlines:

• Nvidia moves Super Micro orders to other suppliers to maintain supply chain stability - report
• Solar, clean energy stocks jump as new poll indicates potential Harris election win
• Hims & Hers Health GAAP EPS of $0.32 beats by $0.27, revenue of $401.6M beats by $18.83M
• Super Micro faces mounting questions as negative news builds: Wedbush
• Viking stock drops 13% after jumping 9% on obesity drug data
• Palantir leaps after crushing estimates due to its popular AI tools
• Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more
• Constellation Energy tops S&P losers list on Amazon nuclear power deal setback
• BCE to acquire U.S.-based Ziply Fiber in $3.65B deal, expanding its fibre footprint

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Today's headlines:

• Buffett's Berkshire Hathaway cuts Apple, BofA stakes by more than 20% each in Q3
• Berkshire Hathaway Q3 operating earnings -6.2% Y/Y, cash hits record $325.21B
• Speaker Johnson says Republicans will 'probably' try to repeal CHIPS Act: reports
• Super Micro's accounting concerns could be bad for the stock, just ask MicroStrategy
• Nvidia in talks to invest in Elon Musk's xAI startup: report (update)
• Berkshire operating profit slips, cash pile hits record; Buffett unloads Apple, BofA
• Big Tech is spending big on AI
• Newsom signs order seeking fix for California's soaring electricity bills
• OpenAI CEO says the company is being held back by lack of compute capacity

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This podcast is produced by Klassic Studios

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Today's headlines:

• Boeing reaches deal to end machinist strike
• Nvidia to join the Dow Jones Industrial Average, replacing Intel
• Super Micro extends deadline to deliver annual results to Dec. 31
• World's fourth most populous country bans sale of Google smartphones
• Rally in Trump Media shares may have been fueled by talk of possible sale to Elon Musk - New York Post
• Boeing said to dismantle diversity department, DEI head quits
• Wall Street shakes off jobs report, starts November with gains on Amazon, Intel boost
• Buffett's Berkshire Hathaway cuts Apple, BofA stakes by more than 20% each in Q3

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Today's headlines:

• Rally in Trump Media shares may have been fueled by talk of possible sale to Elon Musk - New York Post
• Exxon Mobil increases dividend by 4% to $0.99
• Boeing reaches deal to end machinist strike
• Microsoft to spend almost $10B renting AI servers from CoreWeave: report
• Nvidia to join the Dow Jones Industrial Average, replacing Intel
• Super Micro extends deadline to deliver annual results to Dec. 31
• Chevron declares $1.63 dividend
• Berkshire Hathaway Q3 results to provide views on cash and stock holdings
• Apple files to offer debt securities

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This podcast is produced by Klassic Studios

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Today's headlines:

• Ford to idle F-150 Lightning production for seven weeks
• Apple just reported Q4 results. Here's why the stock is falling.
• VICI Properties FFO of $0.70 beats by $0.03, revenue of $964.67M beats by $10.21M
• Amazon rallies after operating income shines in FQ3; AWS matches expectations
• Waymo draws a +$45B valuation in its latest round of funding - report
• Nvidia remains AI king as Super Micro tagged along for wild ride
• Stock spotlight: What's next for Super Micro after auditor EY resigns?
• Intel just reported Q3 results. Here's why the stock is rising.
• Carvana shares defy gravity, but is the stock's valuation justified?

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Today's headlines:

• Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week
• Carvana shares race higher on another record-setting quarter
• Super Micro suffers suspension following auditor news, but AI trade rolls on
• Roku GAAP EPS of -$0.06 beats by $0.27, revenue of $1.06B beats by $40M
• Hims & Hers stock falls 14% after FDA changes semaglutide supply status (update)
• Altria’s gains from smoke-free products in focus during Q3 earnings
• Nextracker Non-GAAP EPS of $0.97 beats by $0.36, revenue of $636M beats by $22.23M
• This is how investors should allocate their money in election years – SA’s Steven Cress
• Key takeaways from Meta's Q3 earnings, amid flat stock reaction

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Today's headlines:

• AMD just reported Q3 earnings. Here's why the stock is falling. (update)
• Visa increases dividend by ~13% to $0.59
• Why is Pfizer stock falling after Q3 results?
• First Solar GAAP EPS of $2.91 misses by $0.25, revenue of $887.67M misses by $192.33M
• Visa plans to cut ~1,400 jobs - report
• SoFi stock reverses early rise with 9% drop; Mizuho says 'bears are confused'
• Visa Non-GAAP EPS of $2.71 beats by $0.13, revenue of $9.62B beats by $130M
• OpenAI partners with Broadcom to build AI chips: report
• Gold futures hit new record high; analyst sees 'Trump trade' pointing to surging U.S. debt

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Today's headlines:

• TransMedics Group GAAP EPS of $0.12 misses by $0.19, revenue of $108.8M misses by $6.2M
• Lithium Americas closes $2.26B DoE loan for Thacker Pass construction
• JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
• Electric vehicle sales are forecast to reach 9% in the U.S. in October
• A brief history of MicroStrategy stock's climb to reclaim 24-year high
• CVR Energy sinks after swinging to Q3 loss, suspending dividend
• V.F. Corp Non-GAAP EPS of $0.60 beats by $0.23, revenue of $2.8B beats by $90M
• Pfizer Q3 Earnings Preview: Strong earnings growth expected
• ON Semiconductor just reported Q3 results. Key takeaways.

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Today's headlines:

• Trump says he would replace income tax with tariffs on Joe Rogan podcast
• SA Asks: Which tech stocks could rise or fall on a Trump win?
• Delta sues CrowdStrike over massive July computer outage
• UnitedHealth risks billions of dollars in Medicare payments as Feds target home visits
• White House says U.S. did not participate in Israel's strikes against Iran
• Google developing AI technology to takeover user's internet browser: report
• Elon Musk denies WaPo report he briefly worked illegally in U.S. in 1990s
• SA Asks: Which tech stocks could rise or fall on a Harris win?
• Apple sentiment is weak going into earnings. Why investors should 'look past the noise.'

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Today's headlines:

• Cathie Wood cashes in on Tesla's best day in over a decade by selling shares worth $22M
• Apple reportedly tests a blood sugar app
• Nasdaq pulls back after new record, ends higher; S&P snaps six-week win streak
• ImmunityBio extends gains after trial update
• UnitedHealth risks billions of dollars in Medicare payments as Feds target home visits
• Wall Street halts longest weekly win streak of the year ahead of Big Tech earnings
• Delta sues CrowdStrike over massive July computer outage
• Google developing AI technology to takeover user's internet browser: report

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Today's headlines:

• Boeing exploring sale of space business - WSJ
• Apple reportedly tests a blood sugar app
• Nvidia catches Apple in race to world's most valuable company
• Elon Musk's conversations with Vladimir Putin raise red flags - WSJ
• Western Digital capitalizes on HDD upcycle; shares soar as spin-off approaches
• Trump's campaign notified of a Chinese hack targeting their phones - NYT
• Auto stocks and the election: Maybe investors should buckle up
• Agree Realty announces $1.25B at-the-market equity distribution agreement

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Today's headlines:

• Tesla adds more to its market cap in a day than the combined valuations of GM and Ford
• Capri Holdings tumbles after judge blocks $8.5B sale to Tapestry
• Intellia slips after mid-stage data for CRISPR-based hereditary angioedema therapy
• October vehicle sales maintain steady SAAR pace of 15.8M
• Perplexity strikes back at Wall Street Journal, New York Post copyright suit
• U.S. companies exposed to the nuclear energy trend
• NextEra Partners raised at J.P. Morgan, seeing little downside left after big drop
• Sysco warns customers of contaminated onions; first lawsuit filed against McDonald's

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Today's headlines:

• Key takeaways from Tesla's earnings report as shares gain
• Tesla rips 12% gain as investors eye the plan for affordable EVs
• Offshore drillers Transocean, Seadrill discussing merger - Bloomberg
• Newmont Non-GAAP EPS of $0.81 misses by $0.05, revenue of $4.61B misses by $60M
• Lam Research just reported Q1 results. Here's why the stock is rising.
• Apple drops as analyst says iPhone 16 orders cut
• Nvidia CEO Huang says Blackwell flaw fixed; '100% Nvidia's fault'
• Celestica Non-GAAP EPS of $1.04 beats by $0.10, revenue of $2.5B beats by $80M
• Boeing reports $6B loss as new CEO Ortberg touts labor deal

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Today's headlines:

• McDonald's share price plummets on Quarter Pounder link to E.coli
• Enphase Energy Non-GAAP EPS of $0.65 misses by $0.13, revenue of $380.87M misses by $13.03M
• Pfizer has “significantly overpaid” for recent acquisitions: Starboard Value
• Enphase Energy plunges after wide Q3 miss, downbeat Q4 guidance
• Tesla dips ahead of earnings as investors eye margins update, deliveries guidance
• Texas Instruments just reported Q3 results. Here's why the stock is rising.
• Flying air taxis are on the radar after the FAA finalizes key rules
• Starbucks falls after soft preliminary FQ4 results, suspended guidance

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Today's headlines:

• Lumen Technologies AI partnership with Meta shouldn't move stock: Raymond James
• Micron added as new short idea: Hedgeye
• Boeing shares have significant upside with possible end of strike, analysts say
• Cheesecake Factory gains after report activist pushing for breakup
• AGNC Investment Non-GAAP EPS of $0.43 misses by $0.07
• U.S. is giving Ukraine $800M to make drones, Zelenskiy says
• Micron, Qualcomm seen 'in limbo' going into earnings: Barclays
• SLB's work in Russia prompts criticism of weak Biden sanctions enforcement

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Today's headlines:

• A 100% recession call that never came to be
• Supreme Court rejects request to stay EPA power plant emissions rule
• The demise of TGI Friday's
• Goldman predicts a paltry 3% annual return for S&P over the next decade
• Boeing is said to weigh asset sales to raise much-needed cash
• TGI Friday’s in talks for financing as it prepares for bankruptcy: report
• Warren Buffett’s Berkshire Hathaway lifts Sirius XM stake above 32%
• Bonds haven't fully priced in 'extreme' election outcomes, Parametric's Patel says

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This podcast is produced by Klassic Studios

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Today's headlines:

• CVS Health falls after leadership change, Q3 miss
• Energy Transfer signs preliminary deal to build proposed Louisiana LNG plant
• Humana gains amid reports of renewed Cigna talks (update)
• U.S. crude posts biggest weekly loss in a year on weaker demand worries
• S&P 500 kicks off third year of bull run by notching its longest weekly gain of 2024
• Bunge, ADM plunge as weak crop prices, farmer sentiment seen hurting demand
• Data center demand outpaces infrastructure: Oppenheimer
• UBS upgrades view on U.S. stocks to attractive - here are its top picks
• Boeing, trade union reach tentative deal to end strike (update)

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Today's headlines:

• AWS CEO Garman tells employees to quit if they don't want to return to office: report
• CVS Health falls after leadership transition, Q3 earnings miss
• Tobacco majors propose $23.5B settlement deal for Canada litigation
• Humana gains amid reports of renewed Cigna talks (update)
• CVS could face long arduous turnaround like Walgreens
• Spirit Airlines gets cash infusion by maxing out credit facility, shares soar 50% after hours
• TSM under probe by US over potential dealings with China's Huawei: report
• Energy Transfer signs preliminary deal to build proposed Louisiana LNG plant

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Today's headlines:

• Google again set to block election ads after polls close: report
• Nvidia's smothering market share leads BofA to raise EPS estimate
• Lucid stock offering underscores reliance on Saudi funding
• Intuitive Surgical Non-GAAP EPS of $1.84 beats by $0.20, revenue of $2.04B beats by $30M
• SolarEdge cut to Sell at Guggenheim on need for 'fundamental reassessment' in Europe
• Google SVP Prabhakar Raghavan, who helms Search and Ads, to become Chief Technologist at the firm
• Intel rises even as Goldman Sachs cuts earnings estimates on 'muted' PC demand
• CSX accounting errors under review by SEC
• Cheniere Energy edges closer to launching Texas LNG export operation with FERC OK

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Today's headlines:

• Elon Musk's Tesla transfers $760M worth of bitcoins to unknown wallets - report
• Phillips 66 to close Los Angeles-area refinery by end of next year
• Druckenmiller: ‘Selling all my Nvidia was a big mistake’
• Amazon latest tech giant to sign deals to invest in small nuclear reactors to power AI
• Lucid shares drop on 262M stock offering
• Kinder Morgan Non-GAAP EPS of $0.25 misses by $0.02, revenue of $3.69B misses by $360M
• Costco declares $1.16 dividend
• Be our guest....for a hefty price: Disney offering Lightning Lane Premier Pass
• Enphase Energy cut at Susquehanna on market share concerns, high valuation

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Today's headlines:

• Medical Properties Trust investigation findings refute short sellers' allegations
• ARK Invest says Tesla's addressable market for a robotaxi fleet is $10T
• Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
• Super Micro Computer announces Nvidia GB200 NVL72, HGX B200 servers
• Oil plunges as Israel said to plan more limited than expected strike against Iran
• Google Cloud says Nvidia Blackwell line 'running in our labs'
• Here's the major earnings before the open tomorrow
• ASML plunges as export restrictions appear to take hold
• Apple unveils new iPad mini, geared towards AI

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Today's headlines:

• S&P Global warns the auto industry has a tough road ahead
• Bitcoin spikes to over $65K after China's weekend stimulus announcement
• Oklo, NuScale surge as Google backs new small nuclear reactors to power AI
• Google's operating income, EPS estimates at risk from capex spending: Baird
• Bullish Software stocks you shouldn’t sleep on
• Upstart, Affirm raised to Neutral at Wedbush on lower borrowing costs
• Apple added to Evercore's Tactical Outperform list amid low expectations
• Gold slides on stronger dollar; Metals Focus sees gold strength for 2025

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Today's headlines:

• U.S. is said to expect Israel to strike Iranian military, energy sites
• Global energy-related CO2 emissions to peak this year as renewables take hold - report
• Chinese car sales rise in September as electric vehicles surge
• U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike
• Weight loss drugs have one big issue; These companies want to fix it
• Permits for Kinder Morgan's Tennessee gas pipeline placed on hold by court
• SpaceX receives approval for Starship launch earlier than expected
• REITs drag real estate stocks down

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Today's headlines:

• Tesla shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot
• Tesla slides as analysts point to a lack of data and details to support the robotaxi vision
• AI or human-controlled? Tesla's Optimus robots may have failed the reverse Turing test
• S&P, Dow close at record highs as market enters year two of bull run; Nasdaq rises
• Boeing to cut 17,000 jobs, delay first 777X delivery while warning of deeper Q3 losses
• U.S. is said to expect Israel to strike Iranian military, energy sites
• Kinder Morgan hiked to Buy at BofA on more AI gas demand, contracted growth
• S&P 500 ends week above 5,800 for the first time ever on two-year anniversary of bull run
• Grid operator PJM to delay upcoming capacity auction by six months

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Today's headlines:

• EV sector weighed down by lackluster response to Cybercab unveiling
• AI or human-controlled? Tesla's Optimus robots may have failed the reverse Turing test
• Tesla slides as analysts point to a lack of data and details to support the robotaxi vision
• Tesla shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot
• Boeing to cut 17,000 jobs, delay first 777X delivery while warning of deeper Q3 losses
• McDonald's puts Beyond Meat vegan nuggets on French menu
• Apple gets ‘most extensive’ lab in China amid stiff competition - report
• Capitulation in biotech is near, as well as a rally – Piper Sandler
• Darden Restaurants officially swallows up the Chuy's chain

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Today's headlines:

• Peter Todd denies claims of being bitcoin's mysterious creator - reports
• Winners and losers from Piper Sandler's latest survey of teenagers
• Weight-loss drugs: How much should investors worry about side effects?
• OpenAI projections suggest no profits until 2029: report
• Boeing is said to consider ways to raise cash to avoid downgrade
• Hurricane Milton puts $30B of Florida muni debt at risk - report
• Arcadium Lithium surges on Rio Tinto takeover but deal not seen as bargain
• Raytheon Technologies declares $0.63 dividend

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Today's headlines:

• Nvidia unveils real life sci-fi at AI Summit
• Harris home health care benefit likely funded through Medicare drug negotiations savings
• Roblox drops after Hindenburg Research short call (update)
• Boeing put on CreditWatch at S&P as implications from ongoing strike weigh
• Pfizer is said to have dropped RSV candidate from pipeline
• Supermicro introduces new 3U server for AI, Edge applications
• 'Godfather of AI' who left Google last year wins Nobel Prize in Physics
• Pfizer CEO Albert Bourla expected to meet with activist Starboard next week - FT
• GM sees EV's achieving profitability by Q4, no plans to scale back in China

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Today's headlines:

• Biden adviser says administration working on restarting shuttered nuclear plants: Reuters
• GEICO reportedly cancels coverage for Tesla Cybertruck
• Activist Starboard takes $1B stake in Pfizer - WSJ
• Duke Energy declares $1.045 dividend
• Apple slips as Jefferies downgrades on 'too high' iPhone expectations
• Wells Fargo cuts Amazon's rating as headwinds pressure OI, margins in the near term
• Insurance stocks drop as Hurricane Milton heads to Florida
• Nvidia CEO plans to deliver keynote at CES 2025
• Super Micro jumps on positive shipment data

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Today's headlines:

• This Chinese electric vehicle stock may be the biggest sleeper in the sector
• Insider trades: Notable buys and sells by significant shareholders, executives and directors
• Trending stocks this week as strong jobs report underscore resilience of U.S. economy
• iPhone assembler Foxconn posts record Q3 revenue
• PepsiCo earnings preview: Which levers can be pulled to catch up to Coca-Cola?
• Shale boss Hamm blames Biden for U.S. vulnerability to Middle East oil shock
• Over half of the S&P 500 companies that reported earnings this week beat estimates-Earnings Scorecard
• AI takes aim at Google's search dominance - see who benefits
• Notable analyst calls this week: Humana, EQT and Stellantis among top picks

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Today's headlines:

• Nasdaq rises 1%, S&P, Dow finish higher after September jobs blowout
• Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike
• Arcadium Lithium soars as Rio Tinto reportedly in talks to buy - Reuters
• Spirit Airlines' shares nosedive as Wall Street braces for bankruptcy
• Some B. Riley brokers in Boca Raton jump amid firm's drive to raise cash
• Helene catastrophe might create downstream disaster for tech industry
• Exxon rises to all-time high but sees Q3 earnings hit from lower oil prices
• August semiconductor sales rise nearly 21% year-over-year: SIA

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Today's headlines:

• Nonfarm payrolls roar back in September, unemployment rate slips to 4.1%
• Helene catastrophe might create downstream disaster for tech industry
• Spirit Airlines' shares nosedive as Wall Street braces for bankruptcy
• UnitedHealthcare is latest to sue Medicare over Star Ratings
• Ubisoft jumps after report Tencent, Guillemot family evaluating takeover bid
• CrowdStrike likely remains with Microsoft, no serious churn seen: TD Cowen
• UMB to refile $6.4B lawsuit against Bristol-Myers by end of next week - report
• Tellurian gains after sale to Woodside Energy gains CFIUS approval
• Mullen Automotive files for secondary resale of common stock

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Today's headlines:

• Tesla's CIO exits a week before robotaxi event
• British American Tobacco set for seven straight sessions of losses
• Blue Bird Corp downgraded amid concerns about EPA funding
• Amazon set for seven straight sessions of losses
• Apple CEO Cook, other execs, sell stock
• Oil tanker stocks surge as market awaits potential Israel retaliation against Iran
• AMD rises after BofA keeps Buy rating ahead of AI event spurring investor debate
• What Seeking Alpha analysts think about the Tesla robotaxi event

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Today's headlines:

• Humana crashes as members on top-rated Medicare plans drop
• Amazon reportedly to show more ads on Prime Video
• Biden-Harris administration to award up to $100M to boost AI use for semiconductor materials
• Nvidia CEO: 'Demand for Blackwell is insane'
• Companies heavily investing in AI have low quant valuation grades
• Druckenmiller is staying out of China, shorting U.S. bonds
• Boeing union asks CEO to 'engage' in talks after striking workers' health plan ends
• Tesla dips after a slight miss with its Q3 deliveries report

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Today's headlines:

• Verizon says services restored after outage impacted more than 100k users (update)
• Devon Energy added as a new short idea at Hedgeye
• Watch these stocks as union pushes pick up
• CVS Health board considering company breakup as part of strategic review - WSJ
• Nike reports mixed FQ1 results with a beat on profit, miss on sales, delays Investor Day
• Nvidia said to halt development of GB200 NVL36*2 dual-rack 72 GPUs: analyst
• Iran missile attack on Israel reportedly 'imminent'; oil and gold rally
• PepsiCo acquires Siete Foods for $1.2B as it eyes the Mexican-American food category
• CVS, Cigna PBMs targeted as lawmakers criticize new "anti-competitive" move

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Today's headlines:

• Will PepsiCo announce a major strategy change when it reports earnings next week?
• Trump Media says Truth Social's CDN now operating from multiple sites
• Dell CEO unloading 10M shares for $1.24B
• PepsiCo is reportedly on the hunt to acquire Siete Foods
• Nike to post 10% decline in sales during Q1 earnings
• Cruise line upside: Carnival points to strong demand for 2025 and 2026
• Gritstone falls amid Phase 2 Granite data, corporate update
• CTO Realty Growth YTD investment activity exceeds guidance
• Bristol Myers gets $6.4B Celgene CVR case dismissed: report

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Today's headlines:

• What to expect from Tesla's robotaxi event
• Israel downgraded by Moody's as war weighs on economy
• Here are the Medicare Part D drugs expected to face 2025 price negotiations
• David Tepper says projections for nuclear powering AI are `crazy'
• Brent short positions held by money managers exceed longs for first time on record
• Microsoft-backed OpenAI projects $5B loss on $3.7B sales this year
• Apple drops out of race to join OpenAI funding round: WSJ
• Boeing's contract talks break down on pension, pay issues
• U.S. Treasury liquidity shifts to month-end as passive funds dominate: NY Fed research

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Today's headlines:

• Dow notches record high after encouraging inflation data; S&P, Nasdaq decline
• Palantir's Chairman Peter Thiel has sold $1B of company stock this year
• Nvidia AI chips under pressure in China as regulators push back: report
• U.S. and Intel could close $8.5B chip funding by year-end - report
• Alibaba, JD among surging Chinese stocks after Beijing offers stimulus to economy
• Rocket Lab soars to new 52-week high on signs that revenue growth can take off
• The dollar could continue to weaken if China strengthens – analyst
• Boeing's contract talks break down on pension, pay issues

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Today's headlines:

• Fed's preferred inflation gauge - core PCE - cools further in August
• The dollar could continue to weaken if China strengthens – analyst
• Bitcoin to rise on weekly basis on robust ETFs inflows, China stimulus
• Nvidia AI chips under pressure in China as regulators push back: report
• Costco keeps analysts busy working out the valuation question
• Apple may unveil new Vision Pro with M5 chip, Apple Intelligence in 2025: analyst
• Amazon has reportedly crossed $1.8B in ad-spending commitments for video-streaming services
• Amazon to provide opioid overdose drug in workplace
• Rocket Lab soars to new 52-week high on signs that revenue growth can take off

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Today's headlines:

• Super Micro tumbles after Justice Department starts probe: report
• Texas approves plan to expand Permian Basin drillers' power grid access
• Appaloosa’s David Tepper says he is hesitant about investing in Nvidia
• David Tepper is uber bullish on China: It’s a ‘buy everything moment’
• DigitalOcean gains amid report of possible interest from Cloudflare
• Nvidia in spotlight as Susquehanna calls out strong Hopper pricing ahead of Blackwell
• Google expands on data center, cloud infrastructure in South Carolina
• Palantir continues to drive deals through AIP, bootcamp strategy: Wedbush

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Today's headlines:

• Micron surges as Q4 results, guidance top expectations
• Visa stock sell-off, induced by DOJ suit, creates buying opportunity: Morgan Stanley
• Buy Tesla call options ahead of two October catalyst events, Goldman analysts say
• OpenAI CTO Murati says she is leaving the company
• Pagaya proposes exchangeable senior notes offering
• Ecopetrol cut to Sell equivalent at J.P. Morgan; Vista Energy named top LatAm pick
• Okta, ServiceNow may see volatility after FBI Carahsoft raid: Piper Sandler
• Pfizer withdraws sickle cell drug Oxbryta over safety concerns

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Today's headlines:

• Rithm Capital announces public offering of common stock
• The top five short crowded stocks in each U.S. sector
• Justice Department sues Visa, alleging monopoly in debit card market
• Coca-Cola pulls the plug on Coke Spiced
• Intel launches enterprise AI solutions Xeon 6, Gaudi 3
• The top quant-rated China stocks by Seeking Alpha
• McKesson cut to Neutral at Baird on “unusual” sell side event
• Nvidia trends up as Blackwell release date nears

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Today's headlines:

• Trump floats temporary cap of ~10% on credit card interest rates - report
• Tesla gains amid renewed confidence that Q3 deliveries may match expectations
• Snowflake sinks on $2B convertible note offering
• Intel acquisition by Qualcomm unlikely; Apollo investment possible: analysts
• Super Micro's price target slashed at Loop Capital on margin issues
• Hawaiian Electric plunges 9% on news of planned stock offering
• Amazon-backed Anthropic in talks to raise money at $40B valuation: report
• Liberty Broadband sends merger deal counterproposal to Charter Communications
• Yardeni sees higher chance of ‘melt-up’ in stocks after the Fed’s aggressive rate cut

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Today's headlines:

• Trump rejects Harris' invitation for another debate on CNN
• Fed and politics: Central bank delivers jumbo rate cut ahead of presidential election
• Apple's new devices are on sale. What questions are investors still asking?
• General Motors to lay off 1,700 workers at Kansas plant
• Broadcom isn't currently evaluating Intel takeover offer - Bloomberg
• Qualcomm deal for Intel unlikely due to regulatory issues, especially China - analyst
• S&P advances more than 1% in historic week after Fed starts rate-cut cycle with a bang
• Indian hotel giant Oyo buys Motel 6 brand in $525M deal
• Insider trades: Notable buys and sells by significant shareholders, executives and directors

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Today's headlines:

• Constellation to restart Three Mile Island plant after power supply deal with Microsoft
• Solid Power selected by DOE for up to $50M award negotiation
• Super Micro Computer receives non-compliance letter from Nasdaq
• Harris accepts CNN debate, Trump campaign points to earlier post stating no more
• U.S. SEC approves options trading on BlackRock's spot bitcoin ETF
• FedEx sends a shiver throughout the transportation and logistics sectors with soft guidance
• Bumper Fed week ends with S&P sitting above 5,700 and Dow at a new record close
• Boeing defense head Colbert to depart in first executive change for new CEO

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Today's headlines:

• Intel gains after report Qualcomm has approached about a takeover (update)
• Trump Media falls 8% as lockup ends, permitting big insider sales
• Super Micro Computer receives non-compliance letter from Nasdaq
• Boeing defense head Colbert to depart in first executive change for new CEO
• Constellation to restart Three Mile Island plant after power supply deal with Microsoft
• Johnson & Johnson unit seeks third Chapter 11 bankruptcy filing to settle talc claims
• Rithm Capital declares $0.25 dividend
• Amazon identified as key client ending agreement with Progyny - report
• Chevron says no interest in U.S. LNG plant investment, prefers direct gas sales

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This podcast is produced by Klassic Studios

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Today's headlines:

• Philip Morris plays defense against Tucker Carlson
• Footwear stocks stumble after Skechers warns on near-term trends in China
• Nike rallies after Elliott Hill returns as CEO
• Texas Instruments increases dividend by ~5% to $1.36
• Target's CFO hire creates some intrigue at PepsiCo and Celsius
• FedEx shares slump on missed FQ1, lowered FY25 guidance
• OpenAI's possible pursuit of IPO creates unique challenges
• Disney to stop using Slack as its corporate messaging platform - WSJ
• Wells Fargo’s ‘Value Equity List’ – Stocks with potential that trade at a discount

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

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Today's headlines:

• Federal Reserve cuts benchmark rate by 50 basis points
• Super Micro Computer in spotlight as Needham starts with buy rating
• PayPal forms new partnership with Amazon Buy with Prime
• Intuitive Machines' stock soars on $4.82B NASA contract
• Rolls-Royce wins bidding to develop small nuclear reactors in Czech Republic
• Bausch & Lomb may be worth about $28 a share in takeover - analyst
• CVS unit Oak Street Health in $60M settlement over kickback scheme
• Progyny discloses loss of 'significant client'
• JPMorgan assigns banker to lead junior program amid work condition concerns - report

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

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Today's headlines:

• New Amazon plan: Workers in the office five days a week, leaner management
• Intel leaps following $3B funding announcement from CHIPS
• Democratic Senators send letter to Powell advocating for a 75-basis point rate cut
• Micron sees price target cut, while Morgan Stanley turns 'Cautious' on S. Korean tech sector
• Carvana positioned to beat Q3 expectations and set upbeat guidance - analyst
• Intel said to lose PlayStation 6 chip contracts to AMD, TSM in 2022: report
• UAW files complaint against Stellantis for violating terms of 2023 contract
• Energy Transfer pipeline fire in Texas forces evacuations

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Legacy automakers scramble to counter 'existential threat' from nimble Chinese EV makers
• 50bp rate cut could spur 'dramatic' yield curve bull steepening, hurt stocks: economist
• Nvidia fades, OpenAI soars. Time to take the temperature of the AI boom
• AI PC demand might not live up to hype: New Street Research
• Gold adds to record highs, and analysts focus on potential for $3,000
• Trending stocks this week as market bounces back from selloff
• Satellite-TV providers DirecTV, Dish in talks to merge again: Bloomberg
• Rocket Lab soars to top industrial gainer of week, Rentokil drops after profit warning
• Pfizer therapy succeeds in mid-stage trial for cancer-related weight loss

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

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Today's headlines:

• Boeing workers reject contract, set to strike at midnight
• Uber stock jumps on expanded robotaxi deal with Waymo
• S&P soars to best week of 2024 as Wall Street gears up for anticipated interest rate cuts
• Short sellers boost bets against energy stocks as prices fall
• AST SpaceMobile stock soars a day after BlueBird satellite launch; Scotiabank reaffirms rating
• Legacy automakers scramble to counter 'existential threat' from nimble Chinese EV makers
• AI PC demand might not live up to hype: New Street Research
• Disney, DirecTV end carriage fight, restoring channels like ESPN ahead of college football
• Natural gas likely will stay under pressure - WSJ's Heard On The Street

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Trump Media jumps 25% as former president suggests he won't sell shares
• Boeing shares turn lower as Moody's places ratings on review for downgrade
• Tesla sees some lower estimates on Q3 deliveries and EPS
• Short sellers boost bets against energy stocks as prices fall
• Ready Capital decreases quarterly dividend by -16.7% to $0.25/share
• MicroStrategy buys 18.3K bitcoins for $1.11B
• Altria goes ex dividend Monday
• Bitcoin set to rise on weekly basis boosted by ETF inflows
• Mullen Automotive to implement 1-for-100 reverse stock split

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Micron dips following double downgrade, price target cuts
• Medical Properties Trust stock climbs after reaching settlement with Steward Health
• Verizon to record Q3 severance charge of up to $1.9B
• Adobe Non-GAAP EPS of $4.65 beats by $0.11, revenue of $5.41B beats by $40M
• Berkshire Hathaway vice chair Jain sells some of his class A shares for $139M
• Zaslav says WBD will hit 6M subs in Q3, sheds light on company since Discovery deal - GS conference
• Wells Fargo stock slides after OCC issues enforcement action
• Adobe plunges following Q3 results despite hitting record-high revenue
• Small private steps are a giant leap for commercial space

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Trump, Harris spar at second U.S. presidential debate
• Solar stocks trading higher following last night's presidential debate
• Nvidia's CEO sees $1T data centers getting accelerated due to advent of gen AI
• Trump Media and Technology stock opens at a ten-month low
• Rivian management highlights growing pains as the EV maker ramps up manufacturing
• U.S. considering Nvidia chip exports to Saudi Arabia- report
• AT&T snaps seven straight sessions of gains
• OpenAI reportedly in talks for $6.5B funding at a $150B valuation

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• JPMorgan stock gaps down as Pinto says analyst estimates are too optimistic
• Apple sends hearing aid stocks lower on AirPods upgrade
• Trump Media shares rise in heavy volume and options trading
• BofA’s Moynihan: ‘I don’t know what Warren Buffett is doing selling BofA stock’
• GameStop sees sales plummet in Q2, slight profit, and cash pile up to over $4B
• Campbell Soup plans to drop 'soup' from its name as Rao's brand takes center stage
• AT&T, Amazon, and Spotify among UBS' top TMT stocks for 2024
• Nike shareholders reportedly block proposal to remediate human rights issues
• Microsoft CTO hints at new 'super important' AI product emerging

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Apple shows off AI-packed iPhone 16 line
• Apple Watch, AirPods get AI push as tech giant unveils new models
• Oracle pops as Q1 results top expectations; Amazon, Google partnerships unveiled
• IBM goes all in on hybrid cloud, GenAI, acquisitions to drive growth
• Workhorse receives FedEx order for W56 vans
• Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial
• Hewlett Packard Enterprise announces proposed public offering of mandatory convertible preferred stock
• Super Micro in focus as Glasshouse Research says risk-reward is 'highly favorable'
• Buy insurance and sell software – Oppenheimer Asset Management

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Trump says he will appoint Elon Musk to lead government efficiency commission
• Volkswagen CFO says 'one, maybe two' years left to turn VW brand around - Reuters
• Boeing spacecraft, Starliner, lands on Earth
• AI infrastructure demand shows no signs of slowdown: New Street
• S&P slumps to worst week in over 1-1/2 years amid September blues, growth concerns
• Elon Musk says SpaceX to launch first Starships to Mars in two years
• Tesla wildcards: Q3 deliveries report, margin pressures, and moonshot robotaxi event reveals
• BofA latest to cut oil price view on weak demand, limiting OPEC's ability to boost output

Explanations from OpenAI ChatGPT API with proprietary prompts.

This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

Learn more about your ad choices. Visit megaphone.fm/adchoices

We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!

Please click here for more info: Subscribe to Seeking Alpha Premium News

Today's headlines:

• Sen. Elizabeth Warren backs DOJ antitrust probe into Nvidia - report
• Nonfarm payrolls growth shifts up in August, but falls short of expectations
• Nasdaq ends down 2%, S&P, Dow drop as growth concerns linger after mixed jobs report
• Harris donors privately calling for ouster of FTC's Khan, SEC's Gensler - Bloomberg
• Dell Technologies, Palantir set to join S&P 500 Index
• EPS growth for the Mag 7 is decelerating - NDR
• Big Lots reportedly to file bankruptcy on Sunday - reports
• Nippon Steel, US Steel working to delay CFIUS decision on deal - report