Wall Street Breakfast Podcast: TikTok's U.S. Survival Plan Is Locked In:
TikTok agrees to new joint U.S. venture. Instacart settles FTC claim over deceptive ...
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Stocks rise as investors brace for potential volatility on quadruple witching day
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Paid articlePaywall 13 out of 15 companies delivered EPS wins this week: Earnings Scorecard: Get the latest U.S. stock market update with earnings highlights, triple witching day ...
seekingalpha.com/news/4533533-13-out-of-15-companies-delivered-eps-wins-this-week-earnings-scorecard
Paid articlePaywall Cheap smaller cap stocks that promise acceleration in fundamentals – BofA: Discover top small- and mid-cap Russell 2000 stocks with strong growth and value ...
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Apple-Google potential AI partnership, tech stocks gaining, among Wedbush's top 10 tech predictions for 2026
seekingalpha.com/news/4533386-apple-google-potential-ai-partnership-tech-stocks-gaining-among-wedbushs-top-10-tech-predictions-for-2026
Paid articlePaywall Blue Owl Capital: Follow The Insiders And Load Up: Blue Owl Capital looks oversold after a 15% drop, insider buying, valuation discount, active $200M buyback ...
seekingalpha.com/article/4854653-blue-owl-capital-follow-the-insiders-and-load-up
Paid articlePaywall Biggest stock movers Friday: FOLD, CRWV, KBH, NKE and more: Understood. Please provide the article content for analysis.
seekingalpha.com/news/4533338-biggest-stock-movers-friday-nne-corz-nke-and-more
Paid articlePaywall These 3 Potential 2026 Economic Headwinds Should Be On Your Radar: Read about the three major economic risks to watch out for in 2026—from weak housing to ...
seekingalpha.com/article/4854170-3-potential-2026-economic-headwinds-should-be-on-your-radar
Paid articlePaywall Wall Street Lunch: Tesla To The Moon: Wedbush says Tesla market cap will hit $2T next year. ServiceNow slumps on deal report. Netflix leadership seeks to assuage ...
seekingalpha.com/article/4853429-wall-street-lunch-tesla-to-the-moon
Alphabet poised for another accounting windfall as SpaceX’s valuation surges: Alphabet poised for another accounting windfall as SpaceX’s valuation surges
seekingalpha.com/news/4531247-alphabet-poised-for-another-accounting-windfall-as-spacex-s-valuation-surges
17 Reasons To Short Nvidia To $75: Discover why Nvidia Corporation’s AI data center growth may stall by 2026. Learn key risks and what this means for NVDA’s ...
seekingalpha.com/article/4853509-17-reasons-to-short-nvidia-to-75
Paid articlePaywall S&P 500: Warning Shot Fired, As Bond Rates Finally Matter. This Could Get Ugly: QQQ shows technical weakness as borrowing costs rise, signaling risks for stocks ...
seekingalpha.com/article/4853215-s-and-p-500-warning-shot-fired-as-bond-rates-finally-matter-this-could-get-ugly
Paid articlePaywall Chip makers upbeat on supply/demand dynamics heading into 2026: BNP Paribas: A wide range of semiconductor firms remain positive on supply and demand dynamics ...
seekingalpha.com/news/4530559-chip-makers-upbeat-on-supply-demand-dynamics-heading-into-2026-bnp-paribas
Paid articlePaywall The BOJ May Finally Trigger A Yen Carry Trade Unwind: The Bank of Japan plans its first rate hike in 11 months, with yen weakness, USD strength ...
seekingalpha.com/article/4853187-boj-may-finally-trigger-yen-carry-trade-unwind
Paid articlePaywall Rivian: Thank You, Autonomy Day!: Rivian unveiled AI chips and autonomy plans, skipped robotaxi news, and raised odds of $30–40B 2030 sales after $5B 2025 ...
seekingalpha.com/article/4853208-rivian-thank-you-autonomy-day
Paid articlePaywall Linde: Quality At Discount: Linde EPS growth from pricing and productivity, with AI and electronics upside; shares offer 20% 12-month upside and 1.5% yield ...
seekingalpha.com/article/4853134-linde-quality-at-discount
Paid articlePaywall SA Asks: Will we see a market correction in 2026?: Will we see a stock market correction in 2026? Seeking Alpha analysts offer their thoughts. Read more here.
seekingalpha.com/news/4531236-sa-asks-will-we-see-a-market-correction-in-2026
Paid articlePaywall Nvidia Vs. Advanced Micro Devices: Determining The True AI Alpha-OLS Model: Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared ...
seekingalpha.com/article/4853192-nvidia-vs-advanced-micro-devices-determining-the-true-ai-alpha-ols-model
Paid articlePaywall A Wave Of Good News For My Largest Holdings: I share Q3 updates on many of my top holdings, and why I still think REITs are a better bet over tech ...
seekingalpha.com/article/4852992-wave-of-good-news-for-my-largest-holdings
Paid articlePaywall AMD: High Growth At A Reasonable Price As AI Adoption Accelerates: Advanced Micro Devices is a market leader in AI-driven high-performance computing ...
seekingalpha.com/article/4853191-amd-high-growth-at-a-reasonable-price-as-ai-adoption-accelerates
Paid articlePaywall 2026 S&P 500 Outlook: The Party Is Not Over: Discover why the S&P 500 could reach 7900 by 2026, driven by AI and policy support. Learn market risks and where ...
seekingalpha.com/article/4853173-2026-s-and-p-500-outlook-the-party-is-not-over
Paid articlePaywall The Fed, The 10-Year Yield, And The Income Investor's Nightmare: The Fed delivered an expected rate cut and QE-lite T-bill buying, while an overlooked ...
seekingalpha.com/article/4853068-the-fed-the-10-year-yield-and-the-income-investors-nightmare
Paid articlePaywall Canadian Natural Resources: Canada's 'Grand Bargain' Unlocks Major Long-Term Value
seekingalpha.com/article/4853164-canadian-natural-resources-canadas-grand-bargain-unlocks-major-long-term-value
Paid articlePaywall The 1-Minute Market Report, December 14, 2025: Discover key market trends as the S&P 500 retreats and investors shift to small caps, value, and foreign stocks.
seekingalpha.com/article/4853169-the-1-minute-market-report-december-14-2025
Paid articlePaywall The Fed's 2026 Playbook: Top Stocks For Dollar Bulls And Bears: The Fed cuts rates again, but a murky outlook leaves investors unsure of the dollar’s 2026 path ...
seekingalpha.com/article/4853065-the-feds-2026-playbook-top-stocks-for-dollar-bulls-and-bears
Paid articlePaywall Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC: Cannabis stock extended premarket gains as President Donald Trump is expected to sign ...
seekingalpha.com/news/4531060-trumps-cannabis-rescheduling-move-expected-monday
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Trump says Iran’s gift was the passage of 10 oil boats through Hormuz: Trump claims Iran let 10 oil tankers pass through the Strait of Hormuz as a “gift” to the ...
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AMD's AI Story Is Intact: So Why Did The Stock Trade Like It Was Over?: Advanced Micro Devices, Inc.’s post-earnings selloff isn’t backed by any deterioration in ...
seekingalpha.com/article/4866499-amd-ai-story-is-intact-so-why-did-the-stock-trade-like-it-was-over
Paid articlePaywall How The S&P 500 Reaches 10,000 In 2026: Can the S&P 500 hit 10,000 by 2026? Read more about historical rallies and investor optimism heading into the New Year.
seekingalpha.com/article/4855667-how-the-s-and-p-500-reaches-10000-in-2026
Paid articlePaywall Micron Technology, Inc. (MU) Q1 2026 Post-Earnings Analyst Call Transcript: Explore Micron's Q1 2026 earnings insights—learn about surging AI-driven DRAM/NAND
seekingalpha.com/article/4854218-micron-technology-inc-mu-q1-2026-post-earnings-analyst-call-transcript
Wall Street climbs as investors brace for potential volatility on quadruple witching day
seekingalpha.com/news/4533459-wall-street-climbs-as-investors-brace-for-potential-volatility-on-quadruple-witching-day
Paid articlePaywall Alphabet: The Ride Has Just Begun: Discover why GOOG is a strong buy for 2025, fueled by record revenue, AI leadership, and robust growth ...
seekingalpha.com/article/4840646-alphabet-the-ride-has-just-begun
Paid articlePaywall Alphabet: Don't Chase Now, Even If You Missed The Ride: Alphabet leads in AI with Gemini adoption and strong cloud infrastructure, but high valuation and CapEx ...
seekingalpha.com/article/4836683-alphabet-do-not-chase-now-even-if-you-missed-ride
Paid articlePaywall Palantir: How Long Until You Break Even?: Palantir's high valuation demands sustained growth. See more on PLTR's key risks, Q3 expectations ...
seekingalpha.com/article/4836619-palantir-how-long-until-you-break-even
Paid articlePaywall AMD: Likely Path To $600: Discover how AMD's groundbreaking OpenAI GPU deal fuels AI growth and data center revenue.
seekingalpha.com/article/4830664-amd-likely-path-to-600
Paid articlePaywall Tesla hints at possible new model ahead of October 7 reveal: Tesla (TSLA) teased an upcoming event for October 7 on Sunday, fueling speculation about a ...
seekingalpha.com/news/4501885-tesla-hints-at-possible-new-model-ahead-of-october-7-reveal
Paid articlePaywall Wall Street Lunch: ADP's Jobs Report In Spotlight Amid Government Shutdown: Long the black sheep of the economic data family, ADP’s jobs report is now having its ...
seekingalpha.com/article/4827255-wall-street-lunch-adps-jobs-report-in-spotlight-amid-government-shutdown
Nvidia: The AI Juggernaut Poised For Another Beat (Earnings Preview): Nvidia's AI leadership, robust demand, and growth potential signal up to 42% upside ...
seekingalpha.com/article/4816388-nvidia-stock-ai-juggernaut-poised-for-another-beat-q2-earnings-preview
Paid articlePaywall Palantir: Why You'll Regret Selling Now (It's Not What You Think): Palantir’s fundamentals remain strong, with commercial segment driving exponential growth ...
seekingalpha.com/article/4815709-palantir-why-youll-regret-selling-now-its-not-what-you-think
Paid articlePaywall Wall Street Lunch: Wall Street Cheers Largely Steady US Inflation Data: Retail inflation held few surprises in July, with the overall number steady but core ...
seekingalpha.com/article/4812581-wall-street-lunch
I'm Building Passive Income With 2 Dividend Aristocrats: Both companies carry strong balance sheets, offer well-covered dividends, and trade at attractive ...
seekingalpha.com/article/4799846-im-building-passive-income-with-2-dividend-aristocrats
Paid articlePaywall Why Cloudflare Could Be The Best Pure-Play On Edge Compute: Explore Cloudflare's growth into a connectivity cloud, leveraging AI, edge networks, and Zero Trust.
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Paid articlePaywall Two Less Popular ETFs That Are Better Than SCHD And Perfect For Retirees: With rising uncertainty and market volatility, ETFs offer diversification and stability ...
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Paid articlePaywall Rates Spark: Global Markets Brace For U.S. Payrolls: This week's highlight may be May's US payrolls number, which consensus sees falling from 177k to 125k ...
think.ing.com/articles/rates-spark-global-markets-brace-for-us-payrolls/
Paid articlePaywallKey FactsInflation Reversal Signals Rising Prices Ahead
Jun 1, 2025 · Reading time: ~30 sec.
Summary created with AI assistance · Source: seekingalpha.com
Summary created with AI assistance · Source: seekingalpha.com
- Leading indicators now suggest inflation is increasing after a period of decline.
- Recent PCE and core inflation figures are near Federal Reserve targets, but upcoming tariffs and tough comparisons will push inflation higher.
- Goods inflation is expected to rise due to importers passing on new tariff costs, affecting certain sectors distinctly.
- Both CPI and PCE are projected to climb to 3–4% by year-end, making Federal Reserve rate cuts improbable.
U.S. Downgrade Then And Now | Seeking Alpha
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