The bond market is pricing Meta for trouble | Market Hang

Jen Saarbach of The Wall Street Skinny opened on the one price that moved while Meta's stock fell 6%: its five-year credit default swaps, which Markit and ICE both put at a record on Wednesday, in a range of roughly 114 to 119 basis points against about 50 a year ago. Meta beat on revenue, up 26% to $65 billion, and still posted its first negative free cash flow quarter as operating margins halved. Kristen Kelly explains the new third share class. Then Tesla, where two chief investment officers read the capex cut as merger preparation, pending home sales at a 25-year low, and Airbnb banning the checkout chore list. Featuring Jen Saarbach, Co-host, Market Hang, and Co-founder, The Wall Street Skinny Kristen Kelly, Co-host, Market Hang, and Co-founder, The Wall Street Skinny Barbara Doran, CEO and CIO, BD8 Capital Partners Nancy Tengler, CEO and CIO, Laffer Tengler Investments Kenny Polcari, Partner and Chief Market Strategist, SlateStone Wealth Timestamps 0:00 Welcome back, and Meta's quarter in brief 1:10 A record wide in Meta's credit default swaps 2:16 Why a third share class, and what it funds 3:23 The stapling that limits what he can sell 4:33 Wall Street is agnostic about share classes 5:44 Has anyone on this panel actually used Muse? 7:21 Did Lam Research disappoint, or did the market? 8:37 The retention question nobody has answered 9:59 A week with the glasses, and the blinking light 11:02 Twenty five percent daily, and a path to a billion 12:07 Red flag or green flag on Meta 13:32 Four of five go green 14:52 Tesla beat, and cut its capex 16:15 You do not raise capex if you are about to merge 18:06 Behind on robotaxis, behind on robots 19:12 I bet against him and missed a fourfold run 20:23 Is Intel the next trillion dollar chipmaker? 22:18 Right until we were wrong 23:29 Own the best in the sector, not all of them 25:00 Warehouses of chips with nowhere to go 26:23 Skepticism is healthy, and the demand is real 27:40 Pending home sales at a 25-year low 29:13 What the fall selling season hides 30:24 Who is actually buying these apartments? 31:55 Billionaires, and a hole dug for underwater hockey 34:04 Half of homeowners are under 4% or own outright 35:41 A $100,000 house and a $1 million patch of dirt 37:04 Airbnb bans the checkout chore list 38:35 Private home, or purpose-built rental? 39:39 The review system already polices this 41:33 Occupancy is back to pre-pandemic levels 42:39 The influencer playbook that stopped working 44:48 Nobody actually wants to be a landlord 48:23 Luxury keeps not doing great 51:55 The Birkin, the Cartier, and every influencer 53:42 A 35% return three years ago #Meta #CreditMarkets #Tesla #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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