Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Pharrel Wiliams/iStock via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street heads into the new week w...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Pharrel Wiliams/iStock via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street heads into the new week with a heavy slate of earnings, geopolitical developments, and key macro data likely to drive trading. Earnings season accelerates, with Tesla ( TSLA ) in focus on Wednesday. Investors will be watching for updates on its AI5 chip timeline, robotaxi rollout, and capital spending plans. Intel ( INTC ) reports Thursday, with attention on margins and AI-driven demand, while other major names due this week include IBM ( IBM ), Texas Instruments ( TXN ), Boeing ( BA ), and American Express ( AXP ). Economic data will also be in focus, highlighted by the March retail sales report on Tuesday and the University of Michigan consumer sentiment reading on Friday. In tech, Google’s ( GOOG ) Cloud Next conference and Adobe’s ( ADBE ) Summit will spotlight AI developments, while a Senate hearing for Fed chair nominee Kevin Warsh adds a policy dimension. Earnings spotlight: Monday, April 20: Steel Dynamics ( STLD ). See the full earnings calendar . Earnings spotlight: Tuesday, April 21: GE Aerospace ( GE ), 3M ( MMM ), Halliburton ( HAL ), United Airlines ( UAL ). See the full earnings calendar . Earnings spotlight: Wednesday, April 22: Tesla ( TSLA ), Philip Morris ( PM ), IBM ( IBM ), Boeing ( BA ). See the full earnings calendar . Earnings spotlight: Thursday, April 23: Intel ( INTC ), American Express ( AXP ), Blackstone ( BX ). See the full earnings calendar . Earnings spotlight: Friday, April 24: P&G ( PG ). See the full earnings calendar . In case you missed it Morgan Stanley maps 60 stocks across the space trade Goldman rebalances its long duration stock basket Power stocks with AI ...
Ford (NYSE: F) was founded in 1903. Over the following 123 years, this Detroit car maker has been viewed as a symbol of American industrialism. The business employs 169,000 people worldwide, and it sold 2.2 million vehicles in the U.S. just last year. Despite having what seems to be an important position in the broader economy, this automotive stock has been a wildly disappointing investment oppor...
Ford (NYSE: F) was founded in 1903. Over the following 123 years, this Detroit car maker has been viewed as a symbol of American industrialism. The business employs 169,000 people worldwide, and it sold 2.2 million vehicles in the U.S. just last year. Despite having what seems to be an important position in the broader economy, this automotive stock has been a wildly disappointing investment opportunity from a relative perspective. While the S&P 500 index has produced a total return of 300% in the past decade (as of April 16), this company's shares have generated a much lower total return of just 66%. Is this the trend that investors should get used to? Or can the stock beat the market in the long run? Where will Ford be in 10 years? Continue reading
Marc Chaikin of Chaikin Analytics shares seven bullish stock picks across AI infrastructure and semiconductors while warning investors to trim software and cybersecurity holdings.
Marc Chaikin of Chaikin Analytics shares seven bullish stock picks across AI infrastructure and semiconductors while warning investors to trim software and cybersecurity holdings.
Dougal Waters/DigitalVision via Getty Images MPLX LP ( MPLX ) has been an incredible investment for many income investors over the years, as it has consistently produced a high single-digit yield while moving significantly higher from its pre-pandemic levels. I’m bullish on MPLX going forward. It's coming off a record 2025, where it generated $7 billion in adjusted EBITDA and returned $4.4 billion...
Dougal Waters/DigitalVision via Getty Images MPLX LP ( MPLX ) has been an incredible investment for many income investors over the years, as it has consistently produced a high single-digit yield while moving significantly higher from its pre-pandemic levels. I’m bullish on MPLX going forward. It's coming off a record 2025, where it generated $7 billion in adjusted EBITDA and returned $4.4 billion to shareholders through its capital allocation program. There is a lot to look forward to as MPLX’s investment cycle in 2026, where they are deploying roughly $5.5 billion, should create several catalysts to produce larger levels of profitability as the Harmon Creek III, Secretariat II, Titan Sour Gas Phase 2, and the BANGL expansion projects are placed into service. The Ras Laffan export capacity that was taken offline in Qatar due to the geopolitical conflict should reinforce the structural case for U.S. Gulf Coast LNG and LPG exports, for which Permian gas becomes the feedstock and MPLX owns many assets. MPLX is a strong partnership with fee-based cash flows, long-term take-or-pay contracts, and a strong capital plan allocation plan that shareholders should benefit from. I am bullish on MPLX going forward, as the distribution yield is vastly superior to the risk-free rate of return, and the recent energy crisis could make the market realize how important energy infrastructure is to the economy. Seeking Alpha Following up on my previous article about MPLX Back in December I had written an article on MPLX ( can be read here ) where I discussed why I was downgrading my investment thesis to neutral. I felt that MPLX traded at the highest multiples in its peer group, with its price-to-EBITDA at 9.55x and price-to-operating cash flow at 9.33x. The yield was strong, but there were other opportunities that made more sense from a value proposition standpoint. Even though the future growth from Permian and NGL expansions was interesting, I felt the upside was priced in. Since the...
Dmitry Vinogradov/iStock Editorial via Getty Images Big banks released their quarterly earnings results this week, delivering a welcome surprise to investors as most of Wall Street's juggernauts surpassed estimates. Despite the strong industry-wide results, we need to remind ourselves that not all banks are equal. This article delves into this quarter's results, highlighting a few differentiators ...
Dmitry Vinogradov/iStock Editorial via Getty Images Big banks released their quarterly earnings results this week, delivering a welcome surprise to investors as most of Wall Street's juggernauts surpassed estimates. Despite the strong industry-wide results, we need to remind ourselves that not all banks are equal. This article delves into this quarter's results, highlighting a few differentiators worth taking note of. In addition, I deliver input on the ongoing risks within private credit and how those risks might manifest. Without further delay, let's traverse into this week's key talking points. The Week That Was Aside from Wells Fargo ( WFC ) missing its revenue target by $345 million, most banks hit their revenue and earnings-per-share targets during Q1. Citigroup emerged as a big winner this week as it surpassed its Q1 revenue target by $1.17 billion, driven by the group's markets segment, which delivered $7.2 billion in revenue during the quarter (a 19% year-on-year increase). Looking further down the Profit & Loss statement, Goldman ( GS ) established itself as the week's largest surprise on earnings as the bank delivered a Q1 earnings-per-share beat of $1.16. However, it should be noted that Goldman's stock surrendered value on the same day, falling by more than 3% during the day, on the likely basis of higher provisions, a weaker CET1, and disappointing FICC trading results. GS MS JPM WFC C BAC Revenue $17.23B $20.58B $49.84B $21.45B $24.63B $30.27B Hit/(Miss) $293.83M $824.82M $902.54M ($345.00M) $1.17B $332.95M EPS $17.55 $3.43 $5.94 $1.60 $3.06 $1.11 Hit/(Miss) $1.16 41 Cents 48 Cents 2 Cents 45 Cents 9 Cents Click to enlarge Source: Seeking Alpha Another feature of note was the bifurcation in credit risk accounting estimates among the big banks. In notable moves, Goldman Sachs saw its provisions climb 9.76% year-on-year to $315 million on the basis of loan book growth and uncertainty in select wholesale loans. Wells Fargo also provisioned higher, citing...
It's easy to grow weary of bad news, and for some, Social Security's solvency is just one more piece of stinky news. If you're among those who are tired of worrying about whether the program will be there for you when you need it, this list may serve as a reminder that all hope is not lost. Here is an (extremely small) sample of the proposals being floated, some developed by members of Congress an...
It's easy to grow weary of bad news, and for some, Social Security's solvency is just one more piece of stinky news. If you're among those who are tired of worrying about whether the program will be there for you when you need it, this list may serve as a reminder that all hope is not lost. Here is an (extremely small) sample of the proposals being floated, some developed by members of Congress and others from think tanks and senior advocacy groups: Image source: Getty Images. Continue reading
The Hong Kong Sevens reached a high-octane finale on Sunday with costume-clad rugby fans filling the stands at Kai Tak Stadium, but some nearby restaurants said they struggled to match last year’s takings, blaming an influx of new rivals for diluting profits. After two action-packed days, the atmosphere on Super Sunday remained electric as a sea of excited spectators, some clad in creative and fla...
The Hong Kong Sevens reached a high-octane finale on Sunday with costume-clad rugby fans filling the stands at Kai Tak Stadium, but some nearby restaurants said they struggled to match last year’s takings, blaming an influx of new rivals for diluting profits. After two action-packed days, the atmosphere on Super Sunday remained electric as a sea of excited spectators, some clad in creative and flamboyant costumes, filled the South Stand, with some experiencing the event for the first time at its...