Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast. Episode transcripts: seekingalpha.com/wsb Show links: Upside/Downside Tug Of War Here Comes The Stagflation Debate 10-year yield tops 4.5% after strong CPI report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gr ..read more

Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: GOOG, MSFT, SNAP, and more Hertz slides 20% as depreciating Teslas dent the bottom line Honda to spend C$15B to expand electric vehicle efforts in Canada FCC votes to bring back net neutrality rules Sign up for our daily newsletter here and for full access to analyst rat ..read more

GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest outflows ever. (4:42) Show Notes David Einhorn: Gold demand from the East is pushing its price higher Only 14 S&P stocks have a 3% yield and have climbed over 10% YTD 7 Stocks in Fin-tech and Payments Baird analysts like the most 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 seekingalp ..read more

Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: META, IBM, F, and more Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says GDP watch: U.S. economic growth likely slowed in Q1 BHP weighs potential takeover of Anglo American - Bloomberg (update) Sign up for our daily newsletter he ..read more

Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53)  Show Notes Stock investors facing 'meaningful losses' but hope lies in key metric Durable goods orders rise more than expected in March 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 ..read more

Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: TSLA, TXN, ENPH, and more JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance Grayscale files to register shares of ethereum trust, plans for lower-fee substitute History suggests the materials sector is about to hit a seasonal peak, RenMac says Sign up for our da ..read more

State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22) Snow Notes J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet U.S. PMI Manufacturing unexpectedly slips into negative territory in April 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 ..read more

UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: IBRX, NVS, and more FTC sues to block Capri Holdings $8.5B sale to Tapestry Headed into earnings, most Magnificent 7 stocks are well off their 2024 peaks California bill aims to ban Clear from airport security lines Sign up for our daily newsletter he ..read more

UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11) Show Notes Goldman picks top capex and R&D stocks Tesla skids to a new 52-week low with earnings on tap for Tuesday Verizon gains as Q1 earnings top estimates 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 ..read more

Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce's (CRM) talks to acquire Informatica (INFA) flame out - WSJ. (01:39) MEVCO, Rivian (RIVN) ink pact to provide EVs to the mining industry. (02:27)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: INFA, crypto-related stocks and more Earnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and more Citadel calls Trump Media CEO a `proverbial loser' amid claims about short selling Sneakerheads losing interest and spending less ..read more