Catalyst Watch: Walmart, Target’s mixed signals
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 18 November 2023
⏱️ 7 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
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Show links:
Nvidia: Assuring Processor Dominance By Technology And Strategic Investments
Baidu: Upgrading To Buy
Walmart rattles retail sector with warning on consumer spending
Target rallies 17% after improved profitability flips the script on the retailer
Transcript
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| 0:00.0 | Thanks for joining us today. I'm Julie Morgan host of Wall Street Breakfast, Seeking Alpha's Daily flagship |
| 0:08.0 | podcast. This is our weekly show all about the catalyst for the upcoming week. I'm joined by Kim Khan. |
| 0:14.5 | He's the senior executive editor at Seeking Alpha and the host of our new afternoon |
| 0:20.4 | show Wall Street Lunch. So Kim, next week we have a holiday shortened week, |
| 0:25.4 | so not too much going on, really. |
| 0:27.5 | Yeah, it's going to be a fairly quiet week. |
| 0:30.2 | Also, I guess I'm tempting the gods when I say that, but usually it is we've got the bond market closed both on Thanksgiving and Thanksgiving Friday and then the stock market is a half day on the Friday of course closed Thanksgiving. |
| 0:43.2 | Very quiet on the economic calendar. We've got the FOMC minutes, |
| 0:47.1 | durable goods orders and some existing home sales data, but not too much that is going to set traders a light. A lot of people tend to try and get a jump on the long weekend anyway, so it might see low volume, so you might see some swings, but overall it shouldn't be too much and it's been very busy so good time to consolidate. |
| 1:05.0 | Kim, we're going to talk a little bit more about that, but before we do, let's touch on earnings very briefly. |
| 1:11.0 | So today we're focusing on two companies, |
| 1:13.7 | NVIDIA and Baidu. They both report earnings next Tuesday, |
| 1:17.3 | November 21st. Let's start off with NVIDIA. |
| 1:20.3 | Robert Castellano wrote an article entitled |
| 1:23.0 | Invidia assuring Processor Dominance by Technology and Strategic Investments. |
| 1:28.6 | I'm bringing this article to your attention because it's an editor's pick. |
| 1:32.2 | In the article look out for why he |
| 1:34.4 | rates NVIDIA a buy and why he believes NVIDIA will likely maintain a leading |
| 1:39.8 | position in the market for the foreseeable future. |
| 1:43.0 | Next we have Baidu. |
| 1:44.6 | The latest analysis on Baidu is by Delanta de Silva. |
| 1:48.1 | The article is entitled, Baidu, upgrading to a buy. |
... |
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