morganstanley

10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)

Show Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia

Episode transcripts seekingalpha.com/wsb
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The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)

Show Notes
Empire State Manufacturing Survey drops to levels not seen since 2020
Goldman Sachs Q4 earnings beat, helped by asset and wealth management unit
Apple continues drop even as it surpassed Samsung as 2023's top phone maker

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.

Your morning briefing, the business news you need in just 15 minutes.

On today's podcast:
(1) Tesla protects its EV lead and vows to continue cutting prices.

(2) The clash between HSBC and its biggest shareholder heads for a showdown.

(3) Wall Street's biggest lenders brush off a bruising quarter for the some of their smaller rivals.

(4) Eurogroup President Paschal Donohoe tells Bloomberg the EU must engage with China.  

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