episode-header-image

Jul 2023

7m 2s

Catalyst Watch: Retail sales, Hollywood ...

About this episode

Catalyst watch for the week of July 16. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the retail sales report is released. (00:24) Kim gives a brief earnings preview of IBM, Tesla (TSLA) and Netflix (NFLX). (01:33) Hot topic: Hollywood actors join writers on the picket lines (03:01). How should investors view major studios and streamers? (05:17)

Transcripts available on Seeking Alpha

Show links:

Retail buzz: Amazon sets Prime Day sales records
Core CPI cools more than expected in June, with smallest increase since August '21
The June CPI Report Likely The Last Good News Of 2023 - Evidence Of 'Pain' Emerging
Tesla Q2 Earnings Preview: Margin Pain For Long-Term Gain
Is Tesla A Buy?
Bob Iger to continue as Disney CEO until end of 2026
Hollywood actors go on strike, setting up historic entertainment shutdown
IBM: Still Looks Interesting Before Earnings
Netflix Stock Is Expensive, But Worth The Investment

Up next

After Dow's record close, stock futures lower

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).Episode transcripts: seekingalpha.com/wsbShow links: Powell In Jackson Hole, A Little Too Late - Danielle DiMartino BoothHome sales falling ... Show More

It's Nvidia earnings time

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingal ... Show More

Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).Episode transcripts: seekingalpha.com/wsbShow links: Dow surges to record high as Wall Stree ... Show More

Recommended Episodes

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why ... Show More

Netflix, Tesla, and the State of the Movie Business

Intel falls on a big drop in its data center business. Netflix reports its weakest subscriber growth in 4 years. Tesla reports its 5th consecutive quarter of profitability. Southwest Airlines rises despite reporting its biggest loss ever. Chipotle falls despite a surge in digital ... Show More

Apple's Approaching $3T

The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Sho ... Show More

Improving Market, Attractive Stocks

The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well ... Show More

When More is Not Better

Roku and Netflix rise on upgrades. AT&T prepares to sell DirecTV at a steep loss. Movie theater stocks AMC, Cinemark, and Cineworld tumble on news that Cineworld is closing all cinemas in the U.S. and U.K. IBM spins off its legacy business. AMD gets serious about acquiring chip m ... Show More

27 Stocks for 2023

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - ... Show More

Big Retail, Big Deals, and 1 Big IPO

Target and Walmart rise on strong sales growth. Home Depot and Lowe’s slide. Bitcoin tumbles during a volatile week. AT&T’s WarnerMedia merges with Discovery to make a new entertainment juggernaut. Twilio and Snap rise after each makes a big acquisition. Oatly surges in its Wall ... Show More

TikTok Under Fire

The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand ... Show More

Big Merger, Big Banks, Lessons from the NYSE Floor

Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albert ... Show More

Huge Jobs Report, Triple-A Earnings

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. (0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holi ... Show More

Listen to millions of songs and podcasts on Anghami