logo
episode-header-image
May 16
21m 59s

Wall Street Roundup: UnitedHealth, retai...

SEEKING ALPHA
About this episode
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).

Show Notes:
Can UnitedHealth turn it around?
Walmart Q1 2026 earnings call transcript
Shopify targets sustained growth
Saudi Arabia AI deals were 'bullish eye opener' for tech investors

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.
Up next
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
Jul 8
Inflation expectations look anchored
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)Show NotesGoldman, BofA up S&P targetsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here ... Show More
4m 50s
Jul 8
Samsung warns of 56% profit slide
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)Episode tr ... Show More
4m 54s
Recommended Episodes
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
May 2021
Stocks Tumble and Crypto Crashes, Target Surges on Blowout Q1 Results, and should Cramer Add "AT&T People" to the "Wall of Shame"?
Carl Quintanilla, Jim Cramer and David Faber explored a rough morning for the markets: Stocks selling off and extending Tuesday's losses -- especially in the tech sector, while Bitcoin and other cryptocurrencies experienced their biggest one-day drop since March 2020 after China ... Show More
44m 6s
Apr 22
Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25
Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other direction. ... Show More
48m 31s
Jan 2025
US small business optimism soars
US small business owners are experiencing their highest level of optimism in over 40 years, fuelled by expectations of tax cuts and deregulation under Donald Trump. US producer prices rose less than expected in December, providing some relief, although today's consumer price data ... Show More
18m 7s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m
Apr 25
SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25
New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for ... Show More
43m 30s
Mar 2025
Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility ... Show More
14m 17s
Apr 2024
U.S. Stock Market Extends Rally
Plus: Tesla shares rise 15% after good news from China. Apple shares finish 2.5% higher after a Bernstein analyst upgraded the stock. J.R. Whalen reports. Learn more about your ad choices. Visit megaphone.fm/adchoices 
1m 53s
Sep 2024
Growth concerns persist, ECB set to cut rates again this week
The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin and oi ... Show More
12m 18s
Mar 2025
Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian.   Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More
21 m