logo
episode-header-image
Sep 2023
6m 22s

Alibaba’s surprise leadership shift

SEEKING ALPHA
About this episode
Alibaba (BABA) falls as ex-CEO Daniel Zhang unexpectedly quits cloud unit. (00:24) J.M. Smucker (SJM) nears deal to buy Hostess Brands (TWNK) - WSJ. (01:26) Tesla (TSLA) is a top pick at Morgan Stanley with Dojo called a $500B wildcard. (02:00)

Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Show links:

Biggest stock movers today: Tesla and Crinetics Pharmaceuticals
FDIC says it could have done more to warn First Republic Bank of rate risks
Apple's big event may be 'quiet.' Why Wall Street thinks that's a good thing
Kenvue shares may gain after FDA comments in Tylenol-Autism warning label lawsuit
Up next
Today
Meta spending like the Yankees
Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)Show NotesDisney+ adds more UK showsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to ... Show More
4m 52s
Today
It’s a wrap
McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)Episode transcripts seekinga ... Show More
5m 57s
Yesterday
Copper retreats, crude oil gains
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).Show NotesCopper retreats from record high, crude oil gains after EIA forecastU.S. stock ... Show More
6m 35s
Recommended Episodes
May 2024
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
17m 4s
Feb 2023
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
45m 58s
May 2023
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
39m 31s
Nov 2021
Strong Jobs Report, Travel Stocks, Metaverse 101
The Dow, S&P 500, and Nasdaq all hit new highs after October’s robust jobs report sent the unemployment rate down to 4.6%. Booking Holdings hits a new high as Airbnb posts record revenue. Peloton takes a hatchet to their guidance, so investors take a hatchet to the stock price. M ... Show More
39m 9s
Jun 2021
Investors vs. Inflation
Despite increased fears about inflation the S&P 500 hits a new all-time high. Chewy, RH, and Marvell Technology all post better 1st-quarter results than Wall Street was expecting. Dave & Buster’s pops. Casey’s General Stores drops. Monday.com makes its public debut. Stitch Fix sh ... Show More
39m 10s
May 2021
Amazon Unbound
Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guidance. The Trade Desk and Unity Software both fall despite encouraging 1st-quarter ... Show More
39m 10s
Oct 2021
Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?
DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equ ... Show More
34m 1s
Nov 2022
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ... Show More
46m 2s
Feb 2023
CNBC Special Report: Taking Stock 2/16/23
CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hike ... Show More
36m 31s
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once ... Show More
17m 39s