Heard on the Street

@WSJheard

The first word on what Wall Street is talking about.

New York, NY

Joined April 2009

13Following

39KFollowers

Pinned

Heard on the Street@WSJheard · Jun 13

Keeping Intel's manufacturing tied to its chip design operations undermines its ability to get new customers like Nvidia and AMD. Heard on the Street's Asa Fitch makes the case for a breakup: wsj.com/tech/the-only-…

WSJheard's tweet card. A chip-manufacturing spinoff could help solve some of the company’s thorniest issues.

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Heard on the Street@WSJheard · Jul 24

AI upstarts were supposed to lay siege to Google’s search-engine dominance. So far, the defense is winning, says @asafitch Google's "AI overviews" now have a stunning 2 billion monthly users wsj.com/tech/ai/google…

WSJheard's tweet card. The world’s dominant search engine is so far adapting well to the AI age.

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Heard on the Street@WSJheard · Jul 23

Berkshire Hathaway's stakes in Kraft Heinz and Occidental Petroleum are marked in its books at $10 billion more than their market values. Warren Buffett may have enough credibility with investors to justify that. Will his successor? wsj.com/finance/invest…

WSJheard's tweet card. There are some calls the Oracle of Omaha can get away with that others may not so easily.

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Heard on the Street@WSJheard · Jul 16

Oracle is now the biggest technology company not in the $1 trillion club. wsj.com/finance/stocks…

WSJheard's tweet card. The software giant’s stock has surged as artificial-intelligence deals fill its backlog, but high valuation creates risks.

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Heard on the Street@WSJheard · Jul 10

Squeezed between rising healthcare costs and government spending cuts, shares in major health insurers have been mostly negative over the last 4 years. Heard's @david_wainer explains why Wall Street is giving up on the sector: wsj.com/health/healthc…

WSJheard's tweet card. Companies such as UnitedHealth, Centene and Humana are getting squeezed between rising costs and a stingier government.

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Heard on the Street@WSJheard · Jul 9

The best value play in AI: Google Alphabet is trading at just 18 times forward earnigns, compared to over 30 for Microsoft and Amazon wsj.com/tech/ai/google…

WSJheard's tweet card. The search giant and its parent Alphabet face challenges that have pressured shares, but none is existential.

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Heard on the Street@WSJheard · Jul 8

So-called MAGA ETFs can often end up like ESG funds, offering exposure nearly the same as an index fund at a much higher cost, says @GunjanJS wsj.com/finance/invest…

WSJheard's tweet card. Conservative investment vehicles can fall into the same traps that befell socially conscious investments.

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Heard on the Street Retweeted

Aaron Back@AaronBack · Jun 26

Heard on the Street: There's waymo value in Google's self-driving tech than Tesla's wsj.com/business/autos…

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Heard on the Street@WSJheard · Jun 17

More than 90% of Iran’s oil exports now go to China, at a discount. If that is cut off, China will pay the price. wsj.com/business/energ…

WSJheard's tweet card. Chinese refineries have become hooked on cheap imports of sanctioned Iranian crude.

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Heard on the Street Retweeted

Jonathan Weil@JonathanWeil · Jun 11

Heard on the Street: NRG Energy has volatile earnings, but an accounting switcheroo has let it start acting like some of those gyrations don’t exist | My latest ⁦@WSJ⁩ ⁦@WSJheard⁩ $NRG wsj.com/finance/invest…

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Heard on the Street@WSJheard · Jun 4

Wells Fargo missed out on hundreds of billions of dollars of deposit growth when it was handcuffed by an asset cap. Now it can compete hard for customers’ cash again. Banks around the country are probably going to feel it, says @telisdemos wsj.com/finance/bankin…

WSJheard's tweet card. The giant lender can once again compete aggressively on all fronts to make up for lost ground in deposits.

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Heard on the Street@WSJheard · Jun 4

Another reason foreign investors won't save the U.S. bond market: The cost of hedging dollar risk is too high, says @jonsindreu wsj.com/finance/invest…

WSJheard's tweet card. After hedging currency risk, foreign investors no longer make money buying American bonds.

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Heard on the Street@WSJheard · Jun 2

With half the world’s AI developers in China, Jensen Huang believes preventing U.S. chipmakers from competing there could ultimately cost America its leading position in the global AI industry. wsj.com/tech/ai/why-nv…

WSJheard's tweet card. Despite booming demand elsewhere, growth would still be hindered without the world’s second-largest economy.

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Heard on the Street@WSJheard · May 28

Chanel’s Classic Flap handbag has become a poster child for “greedflation” in the luxury industry. The purse, which cost $5,800 in medium back in 2019, will set an American shopper back $10,800 today. wsj.com/business/retai…

WSJheard's tweet card. Companies that raised prices the most during the pandemic are now reporting disappointing numbers.

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Heard on the Street@WSJheard · May 22

Managers of private-lending funds have no shortage of money at their disposal. The question is whether they will have enough good places to put it, says @telisdemos wsj.com/finance/invest…

WSJheard's tweet image. Managers of private-lending funds have no shortage of money at their disposal.

The question is whether they will have enough good places to put it, says @telisdemos

wsj.com/finance/invest…

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Heard on the Street@WSJheard · May 21

The twin threats of AI displacement and a forced breakup amount to a new existential risk for Google. wsj.com/tech/ai/google…

WSJheard's tweet card. The ambitious pace of launches doesn’t overcome worries about breakups and new competition.

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Heard on the Street@WSJheard · May 20

UnitedHealth's vertical conglomerate model is breaking down. Is this its GE moment? wsj.com/health/healthc…

WSJheard's tweet card. Growing public scrutiny and tighter regulation are testing a long successful vertical-integration strategy.

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Heard on the Street@WSJheard · May 19

Porsche's SUVs are made in Europe, putting it at a major disadvantage to the likes of BMW and Mercedes in the trade war era. wsj.com/business/autos…

WSJheard's tweet card. Though known for its iconic 911 sports car, Porsche has become an SUV maker without any U.S. manufacturing.

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Heard on the Street@WSJheard · May 14

UnitedHealth is the nation’s largest health insurer and is often seen as a bellwether for the managed-care industry. But this time around, its problems may be its own, says Heard on the Street's @david_wainer wsj.com/health/healthc…

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Heard on the Street@WSJheard · May 13

Congressional Republicans blinked on Medicaid cuts, giving hospital stocks a reprieve. But the executive branch could still take action on its own to rein in Medicaid spending. wsj.com/finance/stocks…

WSJheard's tweet card. House Republicans decide to cap, rather than cut, controversial payment programs.

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