episode-header-image

Jul 2023

6m 5s

Catalyst Watch: Fed week, earnings blitz

About this episode

Catalyst watch for the week of July 23. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when the Federal Open Market Committee meets. (00:21) Kim gives a brief earnings preview of Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META) and Alphabet (GOOG) (GOOGL). (01:23) Why did Netflix (NFLX) slip following its earnings report? (02:59)

Transcripts available on Seeking Alpha

Show links:

Catalyst Watch: Earnings blitz, central bank meetings, UPS strike jitters and Barbenheimer
Earnings week ahead: Microsoft, Google, Meta, Boeing, Coca-Cola and more
Post Q2 2023 Earnings, Netflix Still Looks Terribly Overvalued
Inside Netflix: New plans, new factors for subscriber growth
Retail buzz: Amazon sets Prime Day sales records
Amazon: AWS Is Rolling Over
Microsoft: Still The Cornerstone Of A Great Portfolio
Google: This FAANG Laggard Has Q2 Surprise Potential
Meta Q2 2023 Earnings Preview: Will The Turnaround Continue?

Up next

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

Markets wait on Powell's next words

Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47)Episode transcripts se ... 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

MM122: BIG tech earnings & yield curve control explained?

A BIG week for global markets, from tech earnings to central bank decisions, get the full low down. On the trading floor this week, Anthony and Piers discuss: Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid numbers. Get up to speed on the lates ... 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

2-3-2023 – What Can We Learn from Earnings Reports, So Far?

Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S ... 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

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

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

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people ... Show More

CNBC Special Report: Taking Stock 2/14/23

CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discusse ... Show More

10-1-19: Opinion: One FANG Stock Could Rally Another 40% Before It Gets Overvalued

While Facebook, Amazon and Netflix have slumped, Google parent Alphabet has soared. Today's Stocks & Topics: 3M Co.-MMM, Apple-AAPL, Cummins Inc.-CMI, Aurora Cannabis Inc.-ACB, Nike Inc.-NKE, GEO Group Inc.-GEO; Verizon-VZ, Recession coming?, Bonds vs. funds?, PMI index UP ... Show More

Listen to millions of songs and podcasts on Anghami