Market Beat

Market Beat is your daily briefing on what's moving markets, straight from the analysts at Argus Research. Hosted by Caroline Wygal and revolving analysts from the Argus team, each episode covers the topics Wall Street is buzzing about and the morning's biggest market movers. We also provide quick takes on 2-3 individual stocks that have piqued our analysts’ interests, and a deeper dive into top investing themes. New episodes drop Monday through Thursday. #stocks #investor #investing #marketinsights #businessinsights #industryinsights #equityresearch #markets

Market Beat is a business podcast hosted by Unknown Host, with 40 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Market Beat, a business show with 40 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #37

  Market Beat | Episode #37

  Aug 19, 20267 min

  In episode 37 of Market Beat by Argus Research, host Caroline Wygal covers a rally driven by the U.S. Treasury's announcement that it will increase buybacks of long-dated government debt, pulling interest rates lower and sending the 10-year yield down 5 basis points to 4.66%. In Active Stocks, Moderna skyrockets 94% and Merck gains 8% on positive Phase 3 results from a skin cancer vaccine trial, Target rises 3% on an earnings beat and raised guidance, and Lowe's edges higher despite a cautious outlook on sluggish DIY spending. The Market Buzz breaks down a remarkable earnings season, with S&P 500 second-quarter earnings up over 50% year over year, or closer to 30% excluding one-time gains from Alphabet and Amazon, the second-best growth since 2021. Over 85% of companies beat consensus, with strength extending well beyond AI into Materials, Energy, Industrial, Financial, and Utilities. On valuation, Argus sees stocks as reasonably valued but not bargains, with the Stock/Bond Barometer slightly favoring bonds. Analyst Stephen Biggar delivers Quick Takes with an upgrade of APA Corp to Buy on higher commodity prices and cost reductions, a raised target on Brinker International as its turnaround gains traction, and a raised target on Nucor on steel volume gains. The Deeper Dive examines the shifting Treasury yield curve, which has pushed higher and flattened from a 60 basis point spread in February to 35 today, and what that signals for growth, inflation, and the path to Fed rate cuts in 2027. For full research and information about Argus subscriptions, visit argusresearch.com.

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  Episode #36

  Market Beat | Episode #36

  Aug 18, 20266 min

  In episode 35 of Market Beat by Argus Research, host Caroline Wygal previews the final stretch of earnings season as retailers step up to report, with Walmart, Target, Home Depot, and Lowe's headlining the week. With 91% of S&P 500 companies reported, earnings are up an impressive 25% to 30% from last quarter, led by Energy and Communication Services. All eyes are on how consumer spending is holding up after July retail sales surprisingly declined 0.6%, and Wednesday brings the Fed's July FOMC minutes for a read on Chairman Kevin Warsh's evolving approach. In Active Stocks, memory names shine again with Micron up 5%, Sandisk up 9%, and Western Digital up 6%, while SpaceX gains 5%. Analyst Christine Dooley delivers Quick Takes on Cummins, which posted big numbers and joined the August Focus List, and two Buy-rated Energy names: Targa Resources, with its fee-driven cash flow largely immune to volatile energy prices, and ONEOK, which topped earnings and earned a raised target. The Deeper Dive covers the newest Focus List additions from Associate Director of Research Kristina Ruggeri: Charles River Laboratories, Cummins, Smurfit Westrock, and Uber Technologies, with the investment case behind each pick. For full research and information about Argus subscriptions, visit argusresearch.com.

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  Episode #35

  Market Beat | Episode #35

  Aug 17, 20269 min

  In episode 35 of Market Beat by Argus Research, host Caroline Wygal previews the final stretch of earnings season as retailers step up to report, with Walmart, Target, Home Depot, and Lowe's headlining the week. With 91% of S&P 500 companies reported, earnings are up an impressive 25% to 30% from last quarter, led by Energy and Communication Services. All eyes are on how consumer spending is holding up after July retail sales surprisingly declined 0.6%, and Wednesday brings the Fed's July FOMC minutes for a read on Chairman Kevin Warsh's evolving approach. In Active Stocks, memory names shine again with Micron up 5%, Sandisk up 9%, and Western Digital up 6%, while SpaceX gains 5%. Analyst Christine Dooley delivers Quick Takes on Cummins, which posted big numbers and joined the August Focus List, and two Buy-rated Energy names: Targa Resources, with its fee-driven cash flow largely immune to volatile energy prices, and ONEOK, which topped earnings and earned a raised target. The Deeper Dive covers the newest Focus List additions from Associate Director of Research Kristina Ruggeri: Charles River Laboratories, Cummins, Smurfit Westrock, and Uber Technologies, with the investment case behind each pick. For full research and information about Argus subscriptions, visit argusresearch.com.

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  Episode #34

  Market Beat | Episode #34

  Aug 13, 20267 min

  In episode 34 of Market Beat by Argus Research, host Caroline Wygal covers a broadly higher market as tame PPI numbers strengthen the case for the Fed to hold rates steady. The quiet is measurable: the VIX has declined in eight of the past 10 days, closing at 14.6, its lowest level since late 2025, well below its 19 average since 2021. In Active Stocks, Cisco falls 7% on lower margins despite an earnings beat, CAVA extends its post-earnings rally with a 4% gain, and hardware names Dell, HP, and Hewlett Packard Enterprise all rise following Lenovo's strong results. Analyst Christine Dooley delivers Quick Takes with a cautious Hold on Super Micro amid a pending export violation case, a Buy on CAVA driven by growing traffic and a strong restaurant opening pace, and a Buy on British American Tobacco as its smoke-free transition gains traction. The Deeper Dive updates Argus's oil forecast, now calling for $80 per barrel in 2026 with a second-half trading range of $70 to $120, as the Strait of Hormuz closure keeps roughly 20% of global oil supply constrained and the EIA projects a 5% decline in global supply this year, with an initial 2027 outlook of $70 as supply eventually recovers. For full research and information about Argus subscriptions, visit argusresearch.com.

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  Episode #33

  Market Beat | Episode #33

  Aug 12, 20267 min

  In episode 33 of Market Beat by Argus Research, host Caroline Wygal covers an in-line inflation report and a standout day for AI infrastructure stocks. CPI rose 0.1% in July and 3.4% year over year, matching consensus, with the steady reading likely keeping the Fed on hold, as rate hike odds for September fall to 42% on the CME FedWatch tool. In Active Stocks, CoreWeave surges 18% on margin outperformance, Super Micro jumps 14% on raised guidance amid AI server demand, and CAVA Group climbs 12% on improved restaurant traffic. The IEA cuts its 2026 oil demand outlook as the Strait of Hormuz closure and elevated fuel prices weigh on consumption. Analyst Stephen Biggar delivers Quick Takes with bullish views on Cloudflare's agentic AI positioning, Xylem's water technology tailwinds, and Freeport-McMoRan, where copper stockpiling supports raised estimates and a higher target. The Deeper Dive examines the quiet story behind a blockbuster earnings season: with growth landing in the high-20% range and 86% of companies beating consensus, S&P 500 operating margins widened 160 basis points to 13.4%, approaching the all-time high of 14%, and Argus sees room for further expansion as the profitable Information Technology sector increasingly dominates earnings. For full research and information about Argus subscriptions, visit argusresearch.com.

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