Inflation will fall enough for the Fed to cut rates Q2 next year, Goldman Sachs says. (0:15) Nvidia (NVDA) stock price looks attractive to Morgan Stanley. (2:05) PayPal (PYPL) confirms new CEO. (3:05)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show NotesUber Crowded, Battleground and Sweet 16 stock portfolios from JefferiesHawaiian Electric facing scrutiny for not cutting power before Maui wildfiresNikola falls sharply after recalling Class Tre battery-electric vehiclesTMC surges after pricing $27M offering of shares, warrants

Inflation will fall enough for the Fed to <a href="https://seekingalpha.com/news/4002183-goldman-now-expects-first-fed-rate-cut-in-second-quarter-2024?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">cut rates Q2 next year</a>, Goldman Sachs says. (0:15) Nvidia (NVDA) stock price <a href="https://seekingalpha.com/news/4002198-nvidia-sell-off-is-good-entry-point-ahead-of-q2-results-morgan-stanley?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">looks attractive</a> to Morgan Stanley. (2:05) PayPal (PYPL) confirms <a href="https://seekingalpha.com/news/4002253-paypal-to-name-intuit-executive-alex-chriss-ceo-report?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">new CEO</a>. (3:05) Sign up for our daily newsletter <a href="https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">here</a> and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions" rel="noreferrer noopener nofollow" target="_blank">seekingalpha.com/subscriptions</a>. Show Notes <a href="https://seekingalpha.com/news/3999208-uber-crowded-battleground-and-sweet-16-stock-portfolios-from-jefferies?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">Uber Crowded, Battleground and Sweet 16 stock portfolios from Jefferies</a> <a href="https://seekingalpha.com/news/4002212-hawaiian-electric-facing-scrutiny-for-not-cutting-power-during-maui-wildfires?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">Hawaiian Electric facing scrutiny for not cutting power before Maui wildfires</a> <a href="https://seekingalpha.com/news/4002142-nikola-falls-sharply-after-recalling-class-tre-batter-electric-vehicles?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">Nikola falls sharply after recalling Class Tre battery-electric vehicles</a> <a href="https://seekingalpha.com/news/4002268-tmc-surges-after-pricing-27m-offering-of-shares-warrants?source=wsb_podcast:goldman_pencils_in_first_fed_rate_cut" rel="noreferrer noopener nofollow" target="_blank">TMC surges after pricing $27M offering of shares, warrants</a>

Goldman pencils in first Fed rate cut

U.S. Steel (X) explores strategic alternatives after rejecting Cleveland-Cliffs (CLF) offer. (00:23) Tesla (TSLA) trims prices of some Model Y versions in China. (01:33) Maui wildfires impact Hawaiian Holdings (HA), Host Hotels &amp; Resorts (HST), and Hawaiian Electric (HE). (02:33)Sign up for our daily newsletter here and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Starboard Value boosts stakes in Wix.com, Humana, trims SalesforceStudent loan repayments to start up in October - Will it spark a recession?Pharma under threat from bill to expand drug price negotiationsCatalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings

U.S. Steel (X) explores <a href="https://seekingalpha.com/news/4002059-us-steel-explores-strategic-alternatives-after-multiple-approaches?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">strategic alternatives</a> after rejecting Cleveland-Cliffs (CLF) offer. (00:23) Tesla (TSLA) <a href="https://seekingalpha.com/news/4002084-tesla-trims-prices-of-some-model-y-versions-in-china?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">trims prices</a> of some Model Y versions in China. (01:33) <a href="https://seekingalpha.com/news/4002027-maui-wildfires-impact-hawaiian-holdings-host-hotels-resorts-and-hawaiian-electric?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">Maui wildfires</a> impact Hawaiian Holdings (HA), Host Hotels &amp; Resorts (HST), and Hawaiian Electric (HE). (02:33) Sign up for our daily newsletter <a href="https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">here</a> and for full access to transcripts, analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions" rel="noreferrer noopener nofollow" target="_blank">seekingalpha.com/subscriptions</a>. Show links: <a href="https://seekingalpha.com/news/4001998-starboard-value-takes-boosts-stakes-in-wixcom-humana-trims-salesforce?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">Starboard Value boosts stakes in Wix.com, Humana, trims Salesforce</a> <a href="https://seekingalpha.com/news/4001907-student-loan-repayments-to-start-up-in-october-will-it-spark-a-recession?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">Student loan repayments to start up in October - Will it spark a recession?</a> <a href="https://seekingalpha.com/news/4002034-pharma-under-threat-bill-expand-drug-price-negotiations?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">Pharma under threat from bill to expand drug price negotiations</a> <a href="https://seekingalpha.com/news/4001760-catalyst-watch-eyes-on-walmart-cisco-fomc-minutes-and-13f-filings?source=wsb_podcast:us_steel_rejects_cleveland_cliffs_offer" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings</a>

U.S Steel rejects Cleveland-Cliffs offer

Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Transcripts on Seeking Alpha

<a href="https://seekingalpha.com/author/rob-isbitts?source=wsb_podcast:watching_yields_soft_landing_extending_bond_duration" rel="noreferrer noopener nofollow" target="_blank">Rob Isbitts</a> and <a href="https://seekingalpha.com/author/tuttle-capital-management?source=wsb_podcast:watching_yields_soft_landing_extending_bond_duration" rel="noreferrer noopener nofollow" target="_blank">Matthew Tuttle </a>return to discuss monitoring yields and why <a href="https://seekingalpha.com/article/4622608-wall-street-breakfast-podcast-united-states-loses-top-rating-at-fitch?source=wsb_podcast:watching_yields_soft_landing_extending_bond_duration" rel="noreferrer noopener nofollow" target="_blank">Fitch</a> downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts <a href="https://seekingalpha.com/article/4625270-navigating-the-bond-market-yield-curve-options-and-investment-strategies-from-matthew-tuttle-plus-rob-isbitts?source=wsb_podcast:watching_yields_soft_landing_extending_bond_duration" rel="noreferrer noopener nofollow" target="_blank">podcast</a>. <a href="https://seekingalpha.com/wsb?source=wsb_podcast:watching_yields_soft_landing_extending_bond_duration" rel="noreferrer noopener nofollow" target="_blank">Transcripts on Seeking Alpha</a>

Watching yields, soft landing and extending bond durations

Catalyst watch for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when retail sales and housing starts and permits numbers are released. (00:26) Julie gives a brief earnings preview of Walmart (WMT), Target (TGT), and Applied Materials (AMAT). (01:43) Kim shares insight on what investors may not have expected from Disney, the rationale behind the Disney+ price increases and the rumor that is not going away? (02:24)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filingsFood prices outpace overall inflation again - will these stocks benefit?Target is downgraded at Raymond James ahead of earningsApplied Materials: Still Firing On All CylindersWalmart: The Bottom Could Fall Out If Inflation Levels Continue To FallThe Walt Disney Company (DIS) Q3 2023 Earnings Call TranscriptWalt Disney rises as Wall Street sees Q3 results, guidance as 'turning pointDisney's quarterly revenues, streaming subscribers fall short of forecasts (updated)Disney earnings call: More streaming price hikes amid pivot toward profitsDisney in charts: Key subscriber metrics stagnateESPN moves into sports betting, teaming with PENN on ESPN BetDisney Delivered Where It Mattered Most

<a href="https://seekingalpha.com/news/4001760-catalyst-watch-eyes-on-walmart-cisco-fomc-minutes-and-13f-filings?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Catalyst watch</a> for the week of August 13. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when retail sales and housing starts and permits numbers are released. (00:26) Julie gives a brief earnings preview of <a href="https://seekingalpha.com/symbol/WMT?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Walmart</a> (WMT), <a href="https://seekingalpha.com/symbol/TGT?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Target</a> (TGT), and <a href="https://seekingalpha.com/symbol/AMAT?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Applied Materials</a> (AMAT). (01:43) Kim shares insight on what investors may not have expected from Disney, the rationale behind the <a href="https://seekingalpha.com/news/4000544-disney-earnings-call-more-streaming-price-hikes-amid-pivot-toward-profits?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Disney+ price increases</a> and the rumor that is not going away? (02:24) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/4001760-catalyst-watch-eyes-on-walmart-cisco-fomc-minutes-and-13f-filings?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings</a> <a href="https://seekingalpha.com/news/4000922-food-prices-outpace-overall-inflation-again-will-these-stocks-benefit?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Food prices outpace overall inflation again - will these stocks benefit?</a> <a href="https://seekingalpha.com/news/3991222-target-is-downgraded-at-raymond-james-ahead-of-earnings?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Target is downgraded at Raymond James ahead of earnings</a> <a href="https://seekingalpha.com/article/4619844-applied-materials-still-firing-on-all-cylinders?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Applied Materials: Still Firing On All Cylinders</a> <a href="https://seekingalpha.com/article/4626638-walmart-bottom-could-fall-out-if-inflation-levels-continue-to-fall?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Walmart: The Bottom Could Fall Out If Inflation Levels Continue To Fall</a> <a href="https://seekingalpha.com/article/4626271-walt-disney-company-dis-q3-2023-earnings-call-transcript?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">The Walt Disney Company (DIS) Q3 2023 Earnings Call Transcript</a> <a href="https://seekingalpha.com/news/4000906-walt-disney-rises-wall-street-sees-q3-results-guidance-as-turning-point?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point</a> <a href="https://seekingalpha.com/news/4000397-disney-stock-dips-as-revenues-streaming-subscribers-fall-short-of-forecasts?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Disney's quarterly revenues, streaming subscribers fall short of forecasts (updated)</a> <a href="https://seekingalpha.com/news/4000544-disney-earnings-call-more-streaming-price-hikes-amid-pivot-toward-profits?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Disney earnings call: More streaming price hikes amid pivot toward profits</a> <a href="https://seekingalpha.com/news/4000440-disney-in-charts-key-subscriber-metrics-stagnate?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Disney in charts: Key subscriber metrics stagnate</a> <a href="https://seekingalpha.com/news/3999515-espn-moves-into-sports-betting-teaming-with-penn-on-espn-bet?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">ESPN moves into sports betting, teaming with PENN on ESPN Bet</a> <a href="https://seekingalpha.com/article/4626574-disney-delivered-where-it-mattered-most?source=wsb_podcast:amat_tgt_wmt_preview_dis_review" rel="noreferrer noopener nofollow" target="_blank">Disney Delivered Where It Mattered Most</a>

Catalyst Watch: AMAT, TGT, WMT preview; DIS review

Producer prices rose more than expected in July and the decline looks stalled. (0:15) President Biden calls China a ‘ticking time bomb.’ (2:43) Treasury bonds are on pace for record inflows of cash. (4:29)Seeking Alpha transcripts.Show NotesDividend Roundup: Microsoft, Exxon Mobil, Kohl’s, FOX, and moreJPMorgan flags 4300 and 4200 as key technical levels for the S&amp;P 500Treasuries on pace or record year of demand, cash already thereBiden calls China a 'ticking time bomb' amid deflationary spiral, economic woesProducer prices rise slightly more than expected in JulyTech can still outperform the S&amp;P BMO screens for good betsMicrosoft's role in data breach to be part of US cyber probe - reportMedical Properties Trust slashed to Underperform at Raymond JamesArcher Aviation soars after landing new investment, working out collaboration deal with BoeingTaiwan Semiconductor's July net revenue jumps ~13% over June but falls short Y/Y

<a href="https://seekingalpha.com/news/4001633-producer-prices-rise-alightly-more-than-expected-in-july?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Producer prices</a> rose more than expected in July and the decline looks stalled. (0:15) President Biden calls China a ‘<a href="https://seekingalpha.com/news/4001554-biden-china-ticking-time-bomb-deflation-economic-woes?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">ticking time bomb</a>.’ (2:43) Treasury bonds are on pace for <a href="https://seekingalpha.com/news/4001600-treasuries-on-pace-or-record-year-of-demand-cash-already-there?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">record inflows of cash</a>. (4:29) <a href="https://seekingalpha.com/wsb?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Seeking Alpha transcripts</a>. Show Notes <a href="https://seekingalpha.com/news/4001198-dividend-roundup-microsoft-exxon-mobil-kohls-fox-and-more?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Dividend Roundup: Microsoft, Exxon Mobil, Kohl’s, FOX, and more</a> <a href="https://seekingalpha.com/news/4000097-jpmorgan-flags-4300-and-4200-as-key-technical-levels-for-the-sp-500?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">JPMorgan flags 4300 and 4200 as key technical levels for the S&amp;P 500</a> <a href="https://seekingalpha.com/news/4001600-treasuries-on-pace-or-record-year-of-demand-cash-already-there?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Treasuries on pace or record year of demand, cash already there</a> <a href="https://seekingalpha.com/news/4001554-biden-china-ticking-time-bomb-deflation-economic-woes?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Biden calls China a 'ticking time bomb' amid deflationary spiral, economic woes</a> <a href="https://seekingalpha.com/news/4001633-producer-prices-rise-alightly-more-than-expected-in-july?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Producer prices rise slightly more than expected in July</a> <a href="https://seekingalpha.com/news/3999909-tech-can-still-outperform-the-sp-bmo-screens-for-good-bets?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Tech can still outperform the S&amp;P BMO screens for good bets</a> Microsoft's role in data breach to be part of US cyber probe - report <a href="https://seekingalpha.com/news/4001618-medical-properties-trust-slashed-to-underperform-at-raymond-james?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Medical Properties Trust slashed to Underperform at Raymond James</a> <a href="https://seekingalpha.com/news/4001573-archer-aviation-soars-after-landing-new-investment-working-out-collaboration-deal-with-boeing?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Archer Aviation soars after landing new investment, working out collaboration deal with Boeing</a> <a href="https://seekingalpha.com/news/4001587-taiwan-semiconductors-july-net-revenue-jumps-13-over-june-but-falls-short-yy?source=wsb_podcast:hot_wholesale_inflation_spooks_hawks" rel="noreferrer noopener nofollow" target="_blank">Taiwan Semiconductor's July net revenue jumps ~13% over June but falls short Y/Y</a>

Hot wholesale inflation spooks hawks

GM, Ford (F), Stellantis (STLA) slide as union president tosses proposals in the dustbin. (00:26)  Supreme Court to hear arguments on Purdue Pharma $6B bankruptcy settlement. (2:04) Hawaiian Electric (HE) falls 12% in two days after deadliest U.S. wildfire in five years. (03:19)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Archer Aviation, Maxeon Solar Technologies and moreMeta said to build only roughly 1,000 units of new AR glassesDOJ requests more info on Amedisys, UnitedHealth mergerAluminum prices seen rebounding with low global inventories, Century CEO saysCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

GM, Ford (F), Stellantis (STLA) slide as union president <a href="https://seekingalpha.com/news/4001360-gm-ford-stellantis-slide-as-union-president-tosses-proposals-in-the-dustbin?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">tosses proposals</a> in the dustbin. (00:26) Supreme Court to <a href="https://seekingalpha.com/news/4001356-supreme-court-hear-arguments-purdue-pharma-sacklers-6b-bankruptcy-settlement?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">hear arguments</a> on Purdue Pharma $6B bankruptcy settlement. (2:04) Hawaiian Electric (HE) falls <a href="https://seekingalpha.com/news/4001320-hawaiian-electric-falls-12-in-two-days-from-deadliest-us-wildfire-in-five-years?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">12% in two days</a> after deadliest U.S. wildfire in five years. (03:19) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/4001552-biggest-stock-movers-today-archer-aviation-maxeon-solar-technologies-and-more?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">Biggest stock movers today: Archer Aviation, Maxeon Solar Technologies and more</a> <a href="https://seekingalpha.com/news/4001188-meta-build-1000-units-new-ar-glasses?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">Meta said to build only roughly 1,000 units of new AR glasses</a> <a href="https://seekingalpha.com/news/4001476-amedisys-gets-second-request-from-doj-for-info-on-unitedhealth-deal?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">DOJ requests more info on Amedisys, UnitedHealth merger</a> <a href="https://seekingalpha.com/news/4001478-aluminum-prices-seen-rebounding-with-low-global-inventories-century-ceo-says?source=wsb_podcast:union_trouble_for_major_automakers" rel="noreferrer noopener nofollow" target="_blank">Aluminum prices seen rebounding with low global inventories, Century CEO says</a> <a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hackin?source=wsb_podcast:union_trouble_for_major_automakersg-test-at-def-con" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con</a>

Union trouble for major automakers

Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20).Transcripts on Seeking AlphaShow NotesInflation rises slightly less than expected Y/Y in July, but shelter prices stay strongFinally, Disney Is Dirt CheapWhy The Correction Could Get Worse

<a href="https://seekingalpha.com/author/victor-dergunov?source=wsb_podcast:goldilocks_july_cpi_disney_streaming_victor_dergunov" rel="noreferrer noopener nofollow" target="_blank">Victor Dergunov</a> runs <a href="https://seekingalpha.com/checkout?service_id=mp_1129&amp;source=wsb_podcast:goldilocks_july_cpi_disney_streaming_victor_dergunov" rel="noreferrer noopener nofollow" target="_blank">The Financial Prophet</a> and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20). <a href="https://seekingalpha.com/wsb?source=wsb_podcast:goldilocks_july_cpi_disney_streaming_victor_dergunov" rel="noreferrer noopener nofollow" target="_blank">Transcripts on Seeking Alpha</a> Show Notes <a href="https://seekingalpha.com/news/4000904-inflation-rises-slightly-less-than-expected-yy-in-july?source=wsb_podcast:goldilocks_july_cpi_disney_streaming_victor_dergunov" rel="noreferrer noopener nofollow" target="_blank">Inflation rises slightly less than expected Y/Y in July, but shelter prices stay strong</a> <a href="https://seekingalpha.com/article/4621233-finally-disney-is-dirt-cheap?source=wsb_podcast:goldilocks_july_cpi_disney_streaming_victor_dergunov" rel="noreferrer noopener nofollow" target="_blank">Finally, Disney Is Dirt Cheap</a> <a href="https://seekingalpha.com/article/4625336-why-the-correction-could-get-worse?source=wsb_podcast:goldilocks_july_cpi_disney_streaming_victor_dergunov" rel="noreferrer noopener nofollow" target="_blank">Why The Correction Could Get Worse</a>

A 'goldilocks' July CPI and Disney streaming with Victor Dergunov

July's CPI expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) quarterly revenues, streaming subscribers fall short of forecasts. (01:45) Alibaba (BABA) revenue expected to grow nearly 2% in Q1. (03:13)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Plug Power, AppLovin and moreKenvue set to join S&amp;P 500Coach owner Tapestry in talks to buy Capri Holdings - WSJAmyris files for Chapter 11 bankruptcyDisney earnings call: More streaming price hikes amid pivot toward profitsCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

<a href="https://seekingalpha.com/news/3999394-cpi-preview-july-challenge-to-lower-inflation?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">July's CPI</a> expected to highlight the challenge in lowering inflation to 2%. (00:26) Disney's (DIS) quarterly revenues, streaming subscribers <a href="https://seekingalpha.com/news/4000397-disney-stock-dips-as-revenues-streaming-subscribers-fall-short-of-forecasts?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">fall short</a> of forecasts. (01:45) Alibaba (BABA) revenue <a href="https://seekingalpha.com/news/4000111-alibaba-q1-earnings-preview?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">expected to grow</a> nearly 2% in Q1. (03:13) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/4000716-biggest-stock-movers-today-plug-power-applovin-and-more?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Biggest stock movers today: Plug Power, AppLovin and more</a> <a href="https://seekingalpha.com/news/4000663-kenvue-set-to-join-sp500?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Kenvue set to join S&amp;P 500</a> <a href="https://seekingalpha.com/news/4000673-coach-owner-tapestry-in-talks-to-buy-capri-holdings-wsj?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Coach owner Tapestry in talks to buy Capri Holdings - WSJ</a> <a href="https://seekingalpha.com/news/4000672-amyris-files-for-chapter-11-bankruptcy?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Amyris files for Chapter 11 bankruptcy</a> <a href="https://seekingalpha.com/news/4000544-disney-earnings-call-more-streaming-price-hikes-amid-pivot-toward-profits?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Disney earnings call: More streaming price hikes amid pivot toward profits</a> <a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hacking-test-at-def-con?source=wsb_podcast:july_cpi_on_tap" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con</a>

July CPI on tap

Universal Music and Google in talks for artists to get paid for AI deepfakes. (0:15) WeWork could run out of cash by early 2024. (3:16) Is the stock market just delaying a recession? (4:21)Read a transcript of this episode on Seeking Alpha.Show NotesGoogle, Universal Music working on licensing deal for AI deepfake songsA 'Going Concern' Filing For WeWorkRoblox dives 19% as engagement, user growth disappointsWhite House plans to restrict some U.S. investments in ChinaWendy's slips after U.S. comparable sales in Q2 trail estimatesCanaccord Genuity says a recession is inevitable, it just may be further out'Pure defensive' may be the stock trade of the rest of '23 - J.P. Morgan's KolanovicWall Street Breakfast on Twitter

Universal Music and Google in talks for artists to get <a href="https://seekingalpha.com/news/3999792-google-universal-music-licensing-deal-ai-deepfake?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">paid for AI deepfakes</a>. (0:15) WeWork could <a href="https://seekingalpha.com/article/4625877-going-concern-filing-august-8-wework-orange-flag?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">run out of cash</a> by early 2024. (3:16) Is the stock market just <a href="https://seekingalpha.com/news/3999010-canaccord-genuity-says-a-recession-is-inevitable-it-just-may-be-further-out?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">delaying a recession</a>? (4:21) Read a <a href="https://seekingalpha.com/wsb?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">transcript of this episode on Seeking Alpha</a>. Show Notes <a href="https://seekingalpha.com/news/3999792-google-universal-music-licensing-deal-ai-deepfake?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">Google, Universal Music working on licensing deal for AI deepfake songs</a> <a href="https://seekingalpha.com/article/4625877-going-concern-filing-august-8-wework-orange-flag?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">A 'Going Concern' Filing For WeWork</a> <a href="https://seekingalpha.com/news/3999956-roblox-gaap-eps-of-046-misses-by-002-bookings-of-78069m-beats-by-272m?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">Roblox dives 19% as engagement, user growth disappoints</a> <a href="https://seekingalpha.com/news/3999788-white-house-plans-to-restrict-some-us-investments-in-china?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">White House plans to restrict some U.S. investments in China</a> <a href="https://seekingalpha.com/news/3999974-wendys-slips-after-us-comparable-sales-in-q2-trail-estimates?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">Wendy's slips after U.S. comparable sales in Q2 trail estimates</a> <a href="https://seekingalpha.com/news/3999010-canaccord-genuity-says-a-recession-is-inevitable-it-just-may-be-further-out?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">Canaccord Genuity says a recession is inevitable, it just may be further out</a> <a href="https://seekingalpha.com/news/3998840-pure-defensive-may-be-the-stock-trade-of-the-rest-of-23-jp-morgans-kolanovic?source=wsb_podcast:deepfake_deal_could_legitimize_AI_music" rel="noreferrer noopener nofollow" target="_blank">'Pure defensive' may be the stock trade of the rest of '23 - J.P. Morgan's Kolanovic</a> <a href="https://twitter.com/WallStBreakfast?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Wall Street Breakfast on Twitter</a>

Deepfake deal could legitimize AI music

Sports betting shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanDuel's dominance. (00:28) Amazon (AMZN) is latest heavyweight in talks to anchor Arm IPO - report. (01:49) China's CPI falls for first time in over two years; PPI drops more than expected. (02:40) Transcripts available on Seeking AlphaShow links:Biggest stock movers today: PENN Entertainment, WeWork and moreRivian Automotive boosts full-year deliveries guidanceHoliday sales grab: Amazon plans to hold a major shopping event in OctoberPlug Power Q2 earnings on deck, what to expectESPN moves into sports betting, teaming with PENN on ESPN BetCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

<a href="https://seekingalpha.com/news/3999748-sports-betting-shakeup-espn-bets-big-with-penn-in-deal-aimed-at-clipping-draftkings-and-fanduels-dominance?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Sports betting</a> shakeup: ESPN (DIS) bets big with PENN in deal aimed at clipping DraftKings' and FanDuel's dominance. (00:28) Amazon (AMZN) is <a href="https://seekingalpha.com/news/3999786-amazon-anchor-investor-arm-ipo-softbank?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">latest heavyweight</a> in talks to anchor Arm IPO - report. (01:49) <a href="https://seekingalpha.com/news/3999767-chinas-cpi-fall-for-first-time-in-over-two-years-to-03-ppi-drop-more-than-expected?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">China's CPI falls</a> for first time in over two years; PPI drops more than expected. (02:40) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/3999787-biggest-stock-movers-today-penn-entertainment-wework-and-more?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Biggest stock movers today: PENN Entertainment, WeWork and more</a> <a href="https://seekingalpha.com/news/3999450-rivian-automotive-boosts-full-year-deliveries-guidance?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Rivian Automotive boosts full-year deliveries guidance</a> <a href="https://seekingalpha.com/news/3999222-holiday-sales-grab-amazon-plans-to-hold-a-major-shopping-event-in-october?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Holiday sales grab: Amazon plans to hold a major shopping event in October</a> <a href="https://seekingalpha.com/news/3999166-plug-power-q2-earnings-on-deck-what-to-expect?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Plug Power Q2 earnings on deck, what to expect</a> <a href="https://seekingalpha.com/news/3999515-espn-moves-into-sports-betting-teaming-with-penn-on-espn-bet?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">ESPN moves into sports betting, teaming with PENN on ESPN Bet</a> <a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hacking-test-at-def-con?source=wsb_podcast:espn_sports_betting_shakeup" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con</a>

ESPN sports betting shakeup

Seeking Alpha's Wall Street Breakfast brings investors the top news every morning and afternoon. It's all the news you need to know for your market day. Transcripts available on Seeking Alpha:seekingalpha.com/wsb

Moody’s cuts ratings on small- and midsize banks and puts six big lenders on watch. (0:15) Weight loss pill cuts heart disease risk by 20%. (3:28) Which stocks are loved by hedge funds and which are shunned? (4:14) Read a transcript of this episode at Seeking Alpha.Show NotesStocks most loved and shunned by hedge fundsThree stocks make the cut for Credit Suisse's 'Top of the Crop' listMoody's downgrades U.S. banks on funding risk, office exposure; 6 big lenders on watchNovo Nordisk weight loss drug cuts heart disease risk by 20%UPS in charts: Revenue slips in all three segmentsUPS tumbles after guidance is cut with a new Teamsters contract in the mixBeyond Meat disappoints saying it will miss cash flow targets; shares fallAMC Entertainment rallies after Q2 earnings shine, guiding for record revenue tally in JulyDatadog tumbles ~20% after slashing FY23 revenue outlookWall Street Breakfast on Twitter

Moody’s cuts ratings on small- and midsize banks and puts <a href="https://seekingalpha.com/news/3998753-moodys-us-banks-downgrade-funding-strain-office-exposure?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">six big lenders on watch</a>. (0:15) Weight loss pill cuts <a href="https://seekingalpha.com/news/3998866-novo-nordisk-weight-loss-drug-cuts-heart-disease-risk?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">heart disease risk by 20%</a>. (3:28) Which stocks are loved by <a href="https://seekingalpha.com/news/3997250-stocks-most-loved-and-shunned-by-hedge-funds?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">hedge funds</a> and which are shunned? (4:14) Read a <a href="https://seekingalpha.com/wsb?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">transcript of this episode at Seeking Alpha</a>. Show Notes <a href="https://seekingalpha.com/news/3997250-stocks-most-loved-and-shunned-by-hedge-funds?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">Stocks most loved and shunned by hedge funds</a> <a href="https://seekingalpha.com/news/3998274-three-stocks-make-the-cut-for-credit-suisses-top-of-the-crop-list?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">Three stocks make the cut for Credit Suisse's 'Top of the Crop' list</a> <a href="https://seekingalpha.com/news/3998753-moodys-us-banks-downgrade-funding-strain-office-exposure?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">Moody's downgrades U.S. banks on funding risk, office exposure; 6 big lenders on watch</a> <a href="https://seekingalpha.com/news/3998866-novo-nordisk-weight-loss-drug-cuts-heart-disease-risk?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">Novo Nordisk weight loss drug cuts heart disease risk by 20%</a> <a href="https://seekingalpha.com/news/3998935-ups-in-charts-revenue-slips-in-all-three-segments?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">UPS in charts: Revenue slips in all three segments</a> <a href="https://seekingalpha.com/news/3998867-ups-tumbles-after-guidance-is-cut-with-a-new-teamsters-contract-in-the-mix?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">UPS tumbles after guidance is cut with a new Teamsters contract in the mix</a> <a href="https://seekingalpha.com/news/3998593-beyond-meat-beyond-disappoints-will-miss-cash-flow-targets-shares-fall?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">Beyond Meat disappoints saying it will miss cash flow targets; shares fall</a> <a href="https://seekingalpha.com/news/3998963-amc-entertainment-rallies-after-q2-earnings-shine-guiding-for-record-revenue-tally-in-july?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">AMC Entertainment rallies after Q2 earnings shine, guiding for record revenue tally in July</a> <a href="https://seekingalpha.com/news/3999016-datadog-tumbles-20-after-slashing-fy23-revenue-outlook?source=wsb_podcast:banks_not_out_of_the_woods" rel="noreferrer noopener nofollow" target="_blank">Datadog tumbles ~20% after slashing FY23 revenue outlook</a> <a href="https://twitter.com/WallStBreakfast?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Wall Street Breakfast on Twitter</a>

Banks not out of the woods

U.S. shelter inflation, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Dish Network (DISH), EchoStar (SATS) nearing deal to merge - report. (01:25) Tilray (TLRY) to buy eight beer brands from Anheuser-Busch (BUD) in bid to boost beverage portfolio. (02:04)Transcripts available on Seeking AlphaShow links:Three stocks make the cut for Credit Suisse's 'Top of the Crop' listPalantir rises as Q2 results meet estimates, raises full-year sales forecastLucid Group rises; on track to produce more than 10,000 vehicles this yearElectric bus maker Proterra tanks on bankruptcy filing, cancels earnings callAmazon said poised to meet with FTC next weekBeyond Meat beyond disappoints saying it will miss cash flow targets; shares fallBiggest stock movers today: Tilray Brands, Beyond Meat and moreCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

U.S.<a href="https://seekingalpha.com/news/3998505-us-shelter-inflation-the-biggest-component-of-cpi-may-turn-negative-in-2024-fed?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank"> shelter inflation</a>, the biggest component of CPI, may turn negative in 2024 - SF Fed. (00:27) Dish Network (DISH), EchoStar (SATS) nearing <a href="https://seekingalpha.com/news/3998727-dish-network-echostar-nearing-deal-to-merge-report?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">deal to merge</a> - report. (01:25) Tilray (TLRY) to <a href="https://seekingalpha.com/news/3998606-tilray-to-buy-eight-beer-brands-from-anheuser-busch-in-bid-to-boost-beverage-portfolio?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">buy eight beer brands</a> from Anheuser-Busch (BUD) in bid to boost beverage portfolio. (02:04) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/3998274-three-stocks-make-the-cut-for-credit-suisses-top-of-the-crop-list?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Three stocks make the cut for Credit Suisse's 'Top of the Crop' list</a> <a href="https://seekingalpha.com/news/3998063-palantir-slips-q2-results-meet-estimates-raises-forecast?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Palantir rises as Q2 results meet estimates, raises full-year sales forecas</a><a href="https://seekingalpha.com/news/3998063-palantir-slips-q2-results-meet-estimates-raises-forecast?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">t</a> <a href="https://seekingalpha.com/news/3998634-lucid-group-on-trackproduce-more-than-10000-vehicles-this-year?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Lucid Group rises; on track to produce more than 10,000 vehicles this year</a> <a href="https://seekingalpha.com/news/3998720-electric-bus-maker-proterra-tanks-on-bankruptcy-filing-cancels-earnings-call?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Electric bus maker Proterra tanks on bankruptcy filing, cancels earnings call</a> <a href="https://seekingalpha.com/news/3998449-amazon-poised-to-meet-ftc?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Amazon said poised to meet with FTC next week</a> <a href="https://seekingalpha.com/news/3998593-beyond-meat-beyond-disappoints-will-miss-cash-flow-targets-shares-fall?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Beyond Meat beyond disappoints saying it will miss cash flow targets; shares fall</a> <a href="https://seekingalpha.com/news/3998776-biggest-stock-movers-today-tilray-brands-beyond-meat-and-more?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Biggest stock movers today: Tilray Brands, Beyond Meat and more</a> <a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hacking-test-at-def-con?source=wsb_podcast:sf_fed_shelter_inflation_negative_in_2024" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con</a>

SF Fed: Shelter inflation negative in 2024?

HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:15) Nearly half of Americans would try weight loss pills. (2:52) Morgan Stanley shakes up its dividend stock poftfolio. (4:20)Read a transcript of this episode at Seeking Alpha.Show NotesSee the full Morgan Stanley Dividend Equity PortfolioJefferies: ‘We think that a recession is almost inevitable’Tyson Foods misses estimates, forecasts weak margins for beef, chickenSage plummets 46% after FDA declines zuranolone in major depressionCampbell Soup to buy Sovos Brands in $2.7B all-cash dealPratt &amp; Whitney engine recall said to affect airline schedules: WSJWall Street Breakfast on Twitter

HSBC plans to move its global HQ to a smaller space as <a href="https://seekingalpha.com/news/3998036-commercial-real-estate-meltdown-hsbc-canary-wharf-exit%20?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">office real estate</a> continues to struggle. (0:15) Nearly half of Americans would try <a href="https://seekingalpha.com/news/3997955-nearly-half-of-americans-want-weight-loss-drugs-kff-poll?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">weight loss pills</a>. (2:52) Morgan Stanley shakes up its <a href="https://seekingalpha.com/news/3997811-morgan-stanley-shakes-up-its-dividend-equity-portfolio%20?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">dividend stock poftfolio</a>. (4:20) Read a <a href="https://seekingalpha.com/wsb?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">transcript of this episode at Seeking Alph</a>a. Show Notes <a href="https://seekingalpha.com/news/3997811-morgan-stanley-shakes-up-its-dividend-equity-portfolio%20?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">See the full Morgan Stanley Dividend Equity Portfolio</a> <a href="https://seekingalpha.com/news/3998070-jefferies-we-think-that-a-recession-is-almost-inevitable-and-predicts-a-q1-2024-timeline?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">Jefferies: ‘We think that a recession is almost inevitable’</a> <a href="https://seekingalpha.com/news/3998088-tyson-foods-estimates-weak-margins-beef-chicken?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">Tyson Foods misses estimates, forecasts weak margins for beef, chicken</a> <a href="https://seekingalpha.com/news/3998064-sage-plummets-46-fda-declines-zuranolone-major-depression?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">Sage plummets 46% after FDA declines zuranolone in major depression</a> <a href="https://seekingalpha.com/news/3998065-campbell-soup-to-buy-sovos-brands-in-27b-all-cash-deal?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">Campbell Soup to buy Sovos Brands in $2.7B all-cash deal</a> <a href="https://seekingalpha.com/news/3997957-pratt-whitney-engine-recall-said-to-affect-airline-schedules-wsj?source=wsb_podcast:office_space_meltdown" rel="noreferrer noopener nofollow" target="_blank">Pratt &amp; Whitney engine recall said to affect airline schedules: WSJ</a> <a href="https://twitter.com/WallStBreakfast?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Wall Street Breakfast on Twitter</a>

Office space meltdown

Berkshire Hathaway (BRK.A) Q2 operating earnings drive up on strong insurance results. (00:27) Debt-laden Yellow Corp (YELL) files for bankruptcy after prolonged labor row. (01:41) Pollo Tropical (FRGI) restaurant chain to be sold in $225M deal - WSJ. (02:58)Transcripts available on Seeking AlphaShow links:Pfizer alerts hospitals to drug shortages caused by damage to NC plantIcahn Enterprises drops in after hours amid disclosure of SEC inquiryEarnings week ahead: Disney, Palantir, Plug Power, Roblox, Rivian and moreStocks most loved and shunned by hedge fundsBiggest stock movers today: Nikola and Yellow CorporationBerkshire Hathaway Stock: Q2 Earnings Results Blew Away The BearsCatalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con

Berkshire Hathaway (BRK.A) Q2 <a href="https://seekingalpha.com/news/3997948-berkshire-hathaway-q2-operating-earnings-drive-up-on-strong-insurance-results?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">operating earnings</a> drive up on strong insurance results. (00:27) Debt-laden Yellow Corp (YELL) files for <a href="https://seekingalpha.com/news/3997983-yellow-corp-files-for-bankruptcy-labor-row-debt-issues?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">bankruptcy</a> after prolonged labor row. (01:41) Pollo Tropical (FRGI) restaurant chain <a href="https://seekingalpha.com/news/3997960-pollo-tropical-restaurant-chain-to-be-sold-in-225m-deal-wsj?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">to be sold</a> in $225M deal - WSJ. (02:58) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/3997907-pfizer-alerts-hospitals-to-drug-shortages-caused-by-damage-to-nc-plant?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Pfizer alerts hospitals to drug shortages caused by damage to NC plant</a> <a href="https://seekingalpha.com/news/3997911-icahn-enterprises-drops-in-after-hours-amid-disclosure-of-sec-inquiry?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Icahn Enterprises drops in after hours amid disclosure of SEC inquiry</a> <a href="https://seekingalpha.com/news/3997611-earnings-week-ahead-disney-palantir-plug-power-roblox-rivian-and-more?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Earnings week ahead: Disney, Palantir, Plug Power, Roblox, Rivian and more</a> <a href="https://seekingalpha.com/news/3997250-stocks-most-loved-and-shunned-by-hedge-funds?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Stocks most loved and shunned by hedge funds</a> <a href="https://seekingalpha.com/news/3998013-biggest-stock-movers-today-nikola-and-yellow-corporation?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Biggest stock movers today: Nikola and Yellow Corporation</a> <a href="https://seekingalpha.com/article/4624656-berkshire-hathaway-stock-q2-earnings-results-blew-away-bears?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Berkshire Hathaway Stock: Q2 Earnings Results Blew Away The Bears</a> <a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hacking-test-at-def-con?source=wsb_podcast:berkshire_hathaway_earnings" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con</a>

Berkshire Hathaway earnings

Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael Gayed's The Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:QQQX: Time To Rotate If Bullish TechGHY: Global, But Wait For ItSDIV: Only If International OutperformsQQQ: It's Time For The Nasdaq To Punish Recency BiasUSA: Value Tilt Could Cause OutperformanceUnpopular Opinion: The Bear Market Is Not OverDGRO: A Great Fund, But Won't Be Spared In A Credit Event

<a href="https://seekingalpha.com/author/michael-a-gayed-cfa?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">Michael Gayed</a> sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts <a href="https://seekingalpha.com/article/4618348-why-michael-gayed-thinks-were-still-in-a-bear-market?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">podcast</a>. <a href="https://seekingalpha.com/checkout?service_id=mp_1302&amp;source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">Subscribe to Michael Gayed's The Lead-Lag Report</a> <a href="https://seekingalpha.com/wsb?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">Transcripts on Seeking Alpha</a> Show Notes: <a href="https://seekingalpha.com/article/4620527-qqqx-time-to-rotate-if-bullish-tech?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">QQQX: Time To Rotate If Bullish Tech</a> <a href="https://seekingalpha.com/article/4619683-ghy-global-but-wait-for-it?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">GHY: Global, But Wait For It</a> <a href="https://seekingalpha.com/article/4619036-sdiv-only-if-international-outperforms?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">SDIV: Only If International Outperforms</a> <a href="https://seekingalpha.com/article/4617619-qqq-its-time-for-the-nasdaq-to-punish-recency-bias?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">QQQ: It's Time For The Nasdaq To Punish Recency Bias</a> <a href="https://seekingalpha.com/article/4617479-usa-value-tilt-could-cause-outperformance?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">USA: Value Tilt Could Cause Outperformance</a> <a href="https://seekingalpha.com/article/4616944-unpopular-opinion-the-bear-market-is-not-over?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">Unpopular Opinion: The Bear Market Is Not Over</a> <a href="https://seekingalpha.com/article/4624616-dgro-great-fund-but-wont-be-spared-in-credit-event?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market" rel="noreferrer noopener nofollow" target="_blank">DGRO: A Great Fund, But Won't Be Spared In A Credit Event</a>

Credit event, long duration treasuries, utilities and classifying a bear market

Catalyst watch for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when CPI and PPI are released. (00:25) Julie gives a brief earnings preview of Alibaba (BABA), Disney (DIS), Palantir (PLTR) and UPS. (02:26) What do the experts say about how investors should view the Fitch U.S. ratings downgrade? (03:56)Transcripts available on Seeking AlphaShow links:Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def ConPalantir: Time For A Breakout Q2Palantir: Be Fearful When Others Are Greedy (Rating Downgrade)Disney: Arrival Of Mayer And Staggs Shouldn't Be OverplayedWalt Disney: A Little Magic Heading Our WayUPS' labor deal with the Teamsters goes to a vote with rank-and-file employeesUPS: Still Not Appealing EnoughAlibaba: Easier Comps Can Deliver Earnings SurpriseTime To Build A Position In Alibaba (Technical Analysis)JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'Investors question timing on Fitch downgrade, see U.S. keeping 'safe haven' statusUnited States loses top rating at Fitch; long-term IDR cut to AA+ (updated)

<a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hacking-test-at-def-con?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Catalyst watch</a> for the week of August 6. Seeking Alpha Managing News Editor Kim Khan on what investors can expect when CPI and PPI are released. (00:25) Julie gives a brief earnings preview of <a href="https://seekingalpha.com/symbol/BABA?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Alibaba</a> (BABA),<a href="https://seekingalpha.com/symbol/DIS?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank"> Disney</a> (DIS), <a href="https://seekingalpha.com/symbol/PLTR?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Palantir</a> (PLTR) and <a href="https://seekingalpha.com/symbol/UPS?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">UPS</a>. (02:26) What do the experts say about how investors should view the Fitch U.S. <a href="https://seekingalpha.com/news/3994801-united-states-losess-top-rating-at-fitch-long-term-idr-cut-to-aa?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">ratings downgrade</a>? (03:56) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/3997605-catalyst-watch-wayfair-and-kellogg-events-alibaba-earnings-and-ai-hacking-test-at-def-con?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Wayfair and Kellogg events, Alibaba earnings and AI hacking test at Def Con</a> <a href="https://seekingalpha.com/article/4622553-palantir-earnings-preview-time-for-breakout-q2?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Palantir: Time For A Breakout Q2</a> <a href="https://seekingalpha.com/article/4622647-palantir-be-fearful-when-others-are-greedy-rating-downgrade?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Palantir: Be Fearful When Others Are Greedy (Rating Downgrade)</a> <a href="https://seekingalpha.com/article/4623513-disney-arrival-of-mayer-and-staggs-shouldnt-be-overplayed?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Disney: Arrival Of Mayer And Staggs Shouldn't Be Overplayed</a> <a href="https://seekingalpha.com/article/4622269-walt-disney-a-little-magic-heading-our-way?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Walt Disney: A Little Magic Heading Our Way</a> <a href="https://seekingalpha.com/news/3994154-ups-labor-deal-with-the-teamsters-goes-to-a-vote-with-rank-and-file-employees?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">UPS' labor deal with the Teamsters goes to a vote with rank-and-file employees</a> <a href="https://seekingalpha.com/article/4622735-ups-still-not-appealing-enough?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">UPS: Still Not Appealing Enough</a><a href="https://seekingalpha.com/article/4622076-alibaba-easier-comps-can-deliver-earnings-surprise?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Alibaba: Easier Comps Can Deliver Earnings Surprise</a> <a href="https://seekingalpha.com/article/4621901-time-to-build-a-position-in-alibaba?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Time To Build A Position In Alibaba (Technical Analysis)</a> <a href="https://seekingalpha.com/news/3995889-jpmorgan-ceo-jamie-dimon-says-fitch-us-ratings-downgrade-is-ridiculous?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'</a> <a href="https://seekingalpha.com/news/3995407-investors-question-timing-on-fitch-downgrade-see-us-keeping-safe-haven-status?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">Investors question timing on Fitch downgrade, see U.S. keeping 'safe haven' status</a> <a href="https://seekingalpha.com/news/3994801-united-states-losess-top-rating-at-fitch-long-term-idr-cut-to-aa?source=wsb_podcast:catalyst_watch_cpi_baba_dis_pltr_ups_preview" rel="noreferrer noopener nofollow" target="_blank">United States loses top rating at Fitch; long-term IDR cut to AA+ (updated)</a>

Catalyst Watch: CPI, BABA, DIS, PLTR, UPS preview

Nonfarm payrolls come in light with down revisions but the jobless rate falls to 3.5%. (0:12) Fortinet (FTNT) stock hammered. (3:03) Why it may be too soon to throw in the recession towel. (4:00)Read a transcxript of this esisode at Seeking Alpha.Show Notes:U.S. jobs growth in July comes in lower than expected, unemployment falls furtherAs we watch payrolls, is the Fed watching hours worked?Dividend Roundup: IBM, Walmart, BP, Kimberly-Clark, and moreRoth MKM still sees recession as likely -- maybe before the end of 2023Fortinet plummets as analysts express concerns after full-year guidance cutTupperware stock surges 51% before the bell on debt restructuring dealWall Street Breakfast on Twitter

Nonfarm payrolls come in light with down revisions but the jobless rate falls to 3.5%. (0:12) Fortinet (FTNT) stock hammered. (3:03) Why it may be too soon to throw in the recession towel. (4:00) Read a <a href="https://seekingalpha.com/wsb?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">transcxript of this esisode at Seeking Alpha</a>. Show Notes: <a href="https://seekingalpha.com/news/3997464-us-jobs-growth-in-july-comes-in-lower-than-expected-unemployment-falls-further?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">U.S. jobs growth in July comes in lower than expected, unemployment falls further</a> <a href="https://seekingalpha.com/news/3997291-as-we-watch-payrolls-is-the-fed-watching-this?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">As we watch payrolls, is the Fed watching hours worked?</a> <a href="https://seekingalpha.com/news/3996876-dividend-roundup-ibm-walmart-bp-kimberly-clark-and-more?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">Dividend Roundup: IBM, Walmart, BP, Kimberly-Clark, and more</a> <a href="https://seekingalpha.com/news/3996830-roth-mkm-still-sees-recession-as-likely-maybe-before-the-end-of-2023?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">Roth MKM still sees recession as likely -- maybe before the end of 2023</a> <a href="https://seekingalpha.com/news/3997405-fortinet-plummets-as-analysts-express-concerns-after-full-year-guidance-cut?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">Fortinet plummets as analysts express concerns after full-year guidance cut</a> <a href="https://seekingalpha.com/news/3997285-tupperware-stock-surges-debt-restructuring-deal?source=wsb_podcast:unemployment_falls_even_as_job_gains_ease" rel="noreferrer noopener nofollow" target="_blank">Tupperware stock surges 51% before the bell on debt restructuring deal</a> <a href="https://twitter.com/WallStBreakfast?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Wall Street Breakfast on Twitter</a>

Unemployment falls even as job gains ease

Labor market strength seen persisting in July with some signs of weakness (0:20), Apple slips and Amazon jumps after earnings (4:00) utilities tumble while natural gas rises (8:00).Transcripts on Seeking AlphaShow Notes:Labor market strength seen persisting in July with some signs of weaknessApple slips even as Q3 results top estimates, aided by Services strengthApple Inc. (AAPL) Q3 2023 Earnings Call TranscriptAmazon jumps after the close as revenue, operating income beatAmazon.com, Inc. (AMZN) Q2 2023 Earnings Call TranscriptApple, Samsung pause laptop imports in India after sudden restrictions - reportUtilities tumble as 10-year yield hits another nine-month highNasdaq, S&amp;P, Dow futures rebound ahead of July jobs reportNatural gas jumps as small storage injection trims inventory surplusWall Street Breakfast on Twitter

Labor market strength seen persisting in July with some signs of weakness (0:20), Apple slips and Amazon jumps after earnings (4:00) utilities tumble while natural gas rises (8:00). <a href="https://seekingalpha.com/wsb?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Transcripts on Seeking Alpha</a> Show Notes: <a href="https://seekingalpha.com/news/3996847-july-jobs-report-preview?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Labor market strength seen persisting in July with some signs of weakness</a> <a href="https://seekingalpha.com/news/3996588-apple-slips-as-q3-results-top-estimates-services-strength?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Apple slips even as Q3 results top estimates, aided by Services strength</a> <a href="https://seekingalpha.com/article/4623702-apple-inc-aapl-q3-2023-earnings-call-transcript?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Apple Inc. (AAPL) Q3 2023 Earnings Call Transcript</a> <a href="https://seekingalpha.com/news/3996726-amazon-q2-results?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Amazon jumps after the close as revenue, operating income beat</a> <a href="https://seekingalpha.com/article/4623663-amazon-com-inc-amzn-q2-2023-earnings-call-transcript?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Amazon.com, Inc. (AMZN) Q2 2023 Earnings Call Transcript</a> <a href="https://seekingalpha.com/news/3997284-apple-samsung-pause-laptop-imports-in-india-after-sudden-restrictions-report?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Apple, Samsung pause laptop imports in India after sudden restrictions - report</a> <a href="https://seekingalpha.com/news/3997221-utilities-tumble-as-10-year-yield-hits-another-nine-month-high?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Utilities tumble as 10-year yield hits another nine-month high</a> <a href="https://seekingalpha.com/news/3997251-nasdaq-sp500-dow-jones-stock-market-jobs-payrolls-unemployment?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Nasdaq, S&amp;P, Dow futures rebound ahead of July jobs report</a> <a href="https://seekingalpha.com/news/3997217-natural-gas-jumps-as-small-storage-injection-trims-inventory-surplus?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Natural gas jumps as small storage injection trims inventory surplus</a> <a href="https://twitter.com/WallStBreakfast?source=wsb_podcast:labor_market_strength_with_signs_of_weakness" rel="noreferrer noopener nofollow" target="_blank">Wall Street Breakfast on Twitter</a>

Labor market strength with signs of weakness

Bill Ackman

Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries drop to 2023 low. New names in the BofA Alpha Surprise Portfolio.Read a transcript of this episode at Seeking Alpha.Show LinksLabor productivity turns in strong gain in Q2, labor costs rise less than expectedDXC Technology slumps 25% after Q1 results bring rating cuts at Wall StreetConocoPhillips slips after Q2 miss, raises full-year production guidanceQualcomm stumbles as analysts question guidance, 'structural uncertainties'Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2

Bill Ackman hedges with a <a href="https://seekingalpha.com/news/3996190-bill-ackman-shorting-30-year-us-treasury-bonds?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">30-year Treasury shor</a>t as yields could hit 5.5%. Tesla China deliveries drop to <a href="https://seekingalpha.com/news/3996500-teslas-china-deliveries-fell-to-a-2023-low-in-july?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">2023 low</a>. New names in the BofA <a href="https://seekingalpha.com/news/3996317-goldman-in-microsoft-out-of-bofa-alpha-surprise-portfolio?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">Alpha Surprise Portfolio</a>. Read a <a href="https://seekingalpha.com/wsb?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">transcript of this episode at Seeking Alpha</a>. Show Links <a href="https://seekingalpha.com/news/3996501-labor-productivity-turns-in-strong-gain-in-q2-labor-costs-rise-less-than-expected?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">Labor productivity turns in strong gain in Q2, labor costs rise less than expected</a> <a href="https://seekingalpha.com/news/3996507-dxc-technology-slumps-25-after-q1-results-bring-rating-cuts-at-wall-street?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">DXC Technology slumps 25% after Q1 results bring rating cuts at Wall Street</a> <a href="https://seekingalpha.com/news/3996456-conocophillips-slips-after-q2-miss-raises-full-year-production-guidance?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">ConocoPhillips slips after Q2 miss, raises full-year production guidance</a> <a href="https://seekingalpha.com/news/3996450-qualcomm-plunges-as-analysts-question-guidance-structural-uncertainties?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">Qualcomm stumbles as analysts question guidance, 'structural uncertainties'</a> <a href="https://seekingalpha.com/news/3996362-anheuser-busch-inbev-rallies-after-recording-7-revenue-growth-in-q2?source=wsb_podcast:bill_ackman_bets_against_the_long_bond" rel="noreferrer noopener nofollow" target="_blank">Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2</a>

Bill Ackman bets against the long bond

Apple (AAPL) Q3 preview: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on upcoming results: Earnings preview. (01:28) JPMorgan CEO Jamie Dimon says Fitch U.S. ratings downgrade is `ridiculous'. (02:25)Transcripts available on Seeking AlphaShow links:Biggest stock movers today: Upwork, PayPal, Qualcomm and moreAmerican Well down 6% on earnings, 2023 revenue outlook cutPayPal stock slides after in-line Q2 earnings, active accounts number slipsShopify's sales beat; shares fluctuate postmarketAirbnb earnings preview: Reporting amid a busy season, and after a tough warningCostco July net sales jump nearly 5%, comparable sales rise 2.5%Salesforce said to lay off more employees after January's purgeCatalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?

Apple (AAPL) <a href="https://seekingalpha.com/news/3993616-apple-q3-preview-iphone-india-and-ai-all-in-focus?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Q3 preview</a>: iPhone, India and AI all in focus. (00:34) Amazon (AMZN) analysts upbeat on upcoming results: <a href="https://seekingalpha.com/news/3995656-amazon-analysts-upbeat-on-upcoming-results-earnings-preview?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Earnings preview</a>. (01:28) JPMorgan CEO Jamie Dimon says Fitch U.S. ratings <a href="https://seekingalpha.com/news/3995889-jpmorgan-ceo-jamie-dimon-says-fitch-us-ratings-downgrade-is-ridiculous?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">downgrade is `ridiculous'</a>. (02:25) <a href="http://seekingalpha.com/wsb?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Transcripts available on Seeking Alpha</a> Show links: <a href="https://seekingalpha.com/news/3996197-biggest-stock-movers-today-upwork-paypal-qualcomm-and-more?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Biggest stock movers today: Upwork, PayPal, Qualcomm and more</a> <a href="https://seekingalpha.com/news/3996089-american-well-down-6-earnings-2023-revenue-outlook-cut?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">American Well down 6% on earnings, 2023 revenue outlook cut</a> <a href="https://seekingalpha.com/news/3995908-paypal-stock-slides-after-in-line-q2-earnigns-active-accounts-number-slips?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">PayPal stock slides after in-line Q2 earnings, active accounts number slips</a> <a href="https://seekingalpha.com/news/3995829-shopifys-sales-beat-shares-fluctuate-postmarket?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Shopify's sales beat; shares fluctuate postmarket</a> <a href="https://seekingalpha.com/news/3995737-airbnb-earnings-preview?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Airbnb earnings preview: Reporting amid a busy season, and after a tough warning</a> <a href="https://seekingalpha.com/news/3996080-costco-july-net-sales-jump-nearly-5-comparable-sales-rise-25?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Costco July net sales jump nearly 5%, comparable sales rise 2.5%</a> <a href="https://seekingalpha.com/news/3995242-salesforce-said-to-lay-off-more-employees-after-januarys-purge?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Salesforce said to lay off more employees after January's purge</a> <a href="https://seekingalpha.com/news/3992944-catalyst-watch-amazon-earnings-jobs-report-and-will-apple-talk-ai?source=wsb_podcast:amazon_apple_earnings_on_tap" rel="noreferrer noopener nofollow" target="_blank">Catalyst Watch: Amazon earnings, jobs report, and will Apple talk AI?</a>

Amazon, Apple earnings on tap

Get the market info really quick from your market GPS!!! ;)

Nice morning breaker

It would be more pleasing to listen to if the voice sounded more realistic, thanks!

Is this a robot speaking?

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