Back
Explore every episode of the podcast Wall Street Breakfast
Dive into the complete episode list for Wall Street Breakfast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Intel Mulls Foundry Split - Report | 30 Aug 2024 | 00:06:09 | |
Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: LULU, DELL, ULTA, and more Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report Ulta Beauty stock takes an ugly turn after results and forecast miss J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates 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. | |||
| Is Apple the new AI torchbearer? | 29 Aug 2024 | 00:07:16 | |
Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25) Show Notes Markets minted more 401(K) millionaires in Q2, marking new high Chinese media issues warning on 'irrational' iron ore spike 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. | |||
| Fed's Powell signals the start of rate cuts | 23 Aug 2024 | 00:02:57 | |
Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23) Show Notes A brief history of Jerome Powell's past Jackson Hole speeches 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. | |||
| EV tariff battle | 13 Jun 2024 | 00:07:11 | |
China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11) Show Notes Chinese stocks with improving earnings momentum and expectations of margin expansion Broadcom soars as Q2 results, stock split buoy hopes 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. | |||
| Elon Musk: Tesla shareholders on track to approve pay and Texas move | 13 Jun 2024 | 00:05:14 | |
Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: TSLA, AVGO, and more Apple is not paying OpenAI for ChatGPT deal - report Appeals court vacates ruling banning Amazon from firing pro-union workers Ships will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO says GameStop is holding its annual meeting. Does Ryan Cohen have a surprise ready? 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. | |||
| Stocks jump on cool inflation, steady Fed | 12 Jun 2024 | 00:08:33 | |
Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P rally to new record highs as yields sink. (0:54) Show Notes Seeking Alpha community still favors first Fed cut in September Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance Global oil markets set for major surplus this decade, IEA says 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. | |||
| Paramount merger talks with Skydance called off | 12 Jun 2024 | 00:06:58 | |
Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24) Musk drops lawsuit against OpenAI: report. (01:31) U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: ORCL, RTO, and more No hot dog for you! Joey Chestnut banned from Nathan's iconic contest Takeaways from Baird’s Global Consumer, Technology & Services Conference within Restaurants Stocks with quality growth stories within Apparel, footwear and fitness - Baird Changing energy market demands holistic view: Seeking Alpha Investing Summit Preview 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. | |||
| Musk threatens Apple ban | 11 Jun 2024 | 00:05:54 | |
Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08) Show Notes Tesla topped Chevron as most shorted large-cap stock in May Supreme Court seeks Biden administration views on Honolulu climate lawsuit General Motors approves new $6B share repurchase program 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. | |||
| Apple Intelligence | 11 Jun 2024 | 00:06:26 | |
Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers: DXC, YEXT, and more Is Nvidia primed for Dow inclusion after 10-for-1 stock split? The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst Tesla fails to convince judge to throw out self-driving complaint; Musk issues Apple ban 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. | |||
| AI chip jitters? | 10 Jun 2024 | 00:06:24 | |
AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00) Show Notes Stocks with the highest and lowest liquidity - Goldman Sachs Megacaps tend to get more retail juice post-stock splits - Goldman 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. | |||
| Five Japanese automakers accused of falsifying safety data | 10 Jun 2024 | 00:06:45 | |
Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59) Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: LUV, DO, KKR, and more Adobe seeks to clarify new AI terms after users protest Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now Schwab Trading Activity Index rises slightly in May 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. | |||
| The Fed, CPI and Apple AI | 09 Jun 2024 | 00:10:01 | |
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20) Show Notes Earnings calendar Dividend Roundup 7 Actionable trading ideas - Piper Sandler 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. | |||
| May jobs report to show more balanced labor market | 07 Jun 2024 | 00:05:42 | |
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Meme stocks, DOCU, MTN, and more Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA Sportsbooks look for a boost from a highly anticipated NBA Finals GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried? 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. | |||
| All eyes on Powell in Jackson Hole | 23 Aug 2024 | 00:05:28 | |
Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55) Show Notes Skydance urges Paramount to end negotiations with Edgar Bronfman Canada government orders railroads into arbitration over labor contract Altria raises dividend by 4.1% 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. | |||
| Rate cutting cycle in full swing | 06 Jun 2024 | 00:06:03 | |
The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13) Show Notes Stocks with the largest market cap in the U.S. from the 1950s to today 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. | |||
| Nvidia hits $3T, faces antitrust challenges | 06 Jun 2024 | 00:05:52 | |
Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for $400M IPO. (02:51) Episode transcripts seekingalpha.com/wsb. Show links: Nvidia at $3T: ETFs with the biggest weightings in the hot AI chipmaker Biggest stock movers: LULU, FIVE, and more S&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junk Lululemon delivers strong Q1 and hikes profit guidance above street view Victoria's Secret sees sales and profits decline in 'challenging and competitive' environment 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. | |||
| Rave over: FDA shuts down MDMA therapy | 05 Jun 2024 | 00:05:54 | |
An advisory panel votes against ecstasy treatment for PTSD. (0:16) Services activity picks up. (1:34) You know what they call a Chicken Big Mac in Europe? (4:14) 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. | |||
| PA court cuts Bayer’s Roundup verdict from $2.25B to $400M | 05 Jun 2024 | 00:06:49 | |
Bayer's (BAYRY) $2.25B Roundup verdict cut to $400M by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut staffing needs this year as carrier faces shortage of planes. (01:01) Nike (NKE) cuts jobs at its European headquarters as part of $2B cost-cutting plan - report. (03:21) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: CRWD, HPE, and more Elon Musk estimates Tesla will spend up to $4B this year on Nvidia AI chips Microsoft invests in AI startup Touchcast as it improves gen-AI efficiency: report The EV-related stock that is up 100% this year and still loved by both analysts and quants 'Roaring Kitty's' GameStop trades come under probe by Massachusetts regulator - report 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. | |||
| Oil sinks to February lows | 04 Jun 2024 | 00:05:16 | |
OPEC+ overproduction and demand concerns are hitting crude prices. (0:16) Roaring Kitty getting kicked off of E*Trade? (1:25) Realty Income more bullish on investment volume. (2:27) Show Notes Goldman Sachs adds 5 stocks to its conviction list 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. | |||
| Microsoft faces complaint over kids’ data rights | 04 Jun 2024 | 00:06:22 | |
Microsoft (MSFT) faces advocacy group's privacy complaint in Austria over education program. (00:25) Illumina (ILMN) board approves spinoff of GRAIL. (01:54) NYSE to bust erroneous trades in Berkshire Hathaway's (BRK.A) class A shares - report. (02:20) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: GME, HQY, and more Bill Ackman's Pershing Square seeks to raise $25B for U.S. closed-end fund - report Morgan Stanley's E*Trade considers kicking 'Roaring Kitty' off platform - report Goldman Sachs adds 5 stocks, including 2 solar names, to its U.S. 'conviction list' U.S. home power bills forecast to jump nearly 8% this summer - report 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. | |||
| AI chip war heats up | 03 Jun 2024 | 00:06:45 | |
Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52) Show Notes 'Sell in May and go away' didn't work (again) but that's good for the year ISM Manufacturing PMI declines in May for a second month in disappointing print Waste Management confirms deal to buy Stericycle for $62/share 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. | |||
| GameStop surges as Roaring Kitty strikes again | 03 Jun 2024 | 00:06:24 | |
GameStop surges as Roaring Kitty reveals $116M bet. (00:26) Skydance's latest offer allows Paramount holders to cash out for $15/share - reports. (02:12) Waste Management near deal to buy Stericycle - WSJ. (03:10) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Meme stocks, GSK, and more Stocks most loved by hedge funds and mutual funds Stocks most shunned by hedge funds and mutual funds Tesla shareholders outside of U.S. are at risk of missing vote Live Nation confirms Ticketmaster was hacked 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. | |||
| Will the labor market keep humming? | 02 Jun 2024 | 00:09:21 | |
Economists expect that another 185K jobs were added in May. (0:18) Nvidia 10-for-1 stock split on the way. (1:46) A deeper dive into crypto ETFs. (5:35) Show Notes Elon Musk accused of $7.5B insider trading by Tesla investor Earnings Calendar 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. | |||
| Trump Media falls after verdict reached in New York criminal case | 31 May 2024 | 00:05:57 | |
Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. (01:15) AI content deals said to be under DOJ scrutiny. (02:08) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: ZS, DELL, DJT, and more Walmart jumps head of Amazon Prime Day with its Walmart+ Week event EU approves Biogen treatment for genetic form of ALS Home prices hit new all-time highs in March - S&P CoreLogic Case-Shiller XLU and its 10 top holdings on course for May win as AI investing lights up utility stocks 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. | |||
| Want a foldable MacBook? Could be a long wait | 22 Aug 2024 | 00:05:42 | |
Analyst says production pushed to end of '27 or '28. (0:16) Jobless claims add more weight to a 25 bps September rate cut. (0:55) Asia sees first case of new strain of mpox. (2:08) Show Notes Morgan Stanley’s 20 Top Stock Picks Lionsgate apologizes for fake film critic quotes in the Megalopolis trailer Snowflake falls after 'good, but perhaps not enough' Q2 results 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. | |||
| GDP revised down to 1.3% with weaker consumption | 30 May 2024 | 00:06:00 | |
Q1 inflation was also revised lower, cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006. (2:02) Is the 60/40 portfolio back? (4:17) Show Notes Activist investor Nelson Peltz sells out of entire Disney stake C3.ai soars as analysts praise AI-enhanced Q4 results, forecast 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. | |||
| Google confirms leak of algorithm documents | 30 May 2024 | 00:07:29 | |
Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear reactors. (01:16) Homeland Security cracking down on customs brokers used by Shein, Temu (PDD). (03:18) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: CRM, PATH, and more Activist investor Nelson Peltz sells out of entire Disney stake - CNBC Gap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unprecedented - Evercore ISI Stocks with momentum and at least 5% EPS revisions since end of March - Wolfe Research 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. | |||
| Cathie Wood invests in Elon Musk's xAI | 29 May 2024 | 00:07:02 | |
ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record exposure to Magnificent 7. (5:00) Show Notes American Airlines stock slides on adjusted profit guidance cut OpenAI to see PWC become its largest ChatGPT Enterprise customer 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. | |||
| ConocoPhillips sets sights on Marathon Oil-report | 29 May 2024 | 00:06:04 | |
ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59) Trading platform Robinhood (HOOD) launches $1B share buyback plan. (01:55) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: HOOD, AAL, and more Hess shareholders approve $53B sale to Chevron First of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - report BHP wants more time to discuss $49B takeover bid for Anglo American Volkswagen is still charging ahead with plans for a low-cost electric vehicle launch in Europe in 2027 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. | |||
| T-Mobile highlights day of deals | 28 May 2024 | 00:06:06 | |
T-Mobile to buy substantially all of UScellular's wireless operations. (0:16) Consumer confidence snaps losing streak. (2:26) UBS boosts S&P target to Street high. (4:51) Show Notes Energy Transfer to buy WTG Midstream in $3.25B cash and stock deal Bitfarms jumps after rejecting $2.30 a sharer offer from rival Riot Platforms CrowdStrike gains as Morgan Stanley sees it topping $100B valuation soon 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. | |||
| Hess shareholders set to vote on Chevron deal | 28 May 2024 | 00:06:08 | |
Hess (HES) shareholders to vote on proposed $53B sale to Chevron (CVX). (00:25) Micron (MU) said to plan new DRAM chip factory in Hiroshima. (01:42) Fed's Kashkari: More positive inflation data needed before rate cut, can't rule out hike. (02:15) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: GME, MOMO, and more Earnings week ahead: Salesforce, Costco, Canopy Growth, Dell, Dollar General, and more Elon Musk’s AI startup xAI hits $24B valuation after latest fundraising round Families of Uvalde school shooting victims sue Meta, Microsoft's Activision Auto insurance inflation set to tap on the brakes, BofA economist says 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. | |||
| The market's window of inflation | 27 May 2024 | 00:11:23 | |
Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast. Show Notes: Chaim Siegel Is Bullish For 2024 All About Inflation (Again) Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’ 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. Register for Seeking Alpha's Investing Summit (with your podcast discount code!) | |||
| Here comes the Fed's favorite inflation gauge | 26 May 2024 | 00:05:19 | |
The core PCE price index for April hits Friday. (0:14) Salesforce, Best Buy and Chewy highlight earnings. (0:55) GameStop cashes in on meme resurgence. (3:02) Show Notes Cathie Wood says investors at Great Depression-level of intensity in search for safety 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. | |||
| Inflation fuels Burger King, McDonald’s $5 meal showdown | 24 May 2024 | 00:06:05 | |
Burger King (QSR) to launch $5 value meal to outshine McDonald’s (MCD). (00:30) SEC approves spot ethereum (ETH-USD) ETFs in huge win for crypto world. (01:48) Nvidia (NVDA) cuts AI chip price in China amid competition from Huawei - report. (02:41) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: WDAY, INTU, and more Tesla's Elon Musk no longer in favor of U.S. tariffs on Chinese EVs Norfolk Southern reaches settlement with EPA, DOJ and DOI on Ohio derailment Alphabet, Meta eye multimillion-dollar AI partnerships with Hollywood studios 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. | |||
| Nvidia soars on strong earnings, guidance, and stock split | 23 May 2024 | 00:06:59 | |
Nvidia (NVDA) gains as Q1 results, guidance top expectations; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action is ready. (02:07) Moderna (MRNA), BioNTech (BNTX) close with double-digit percentage gains amid bird flu fears. (03:02) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: NVDA, SNOW, and more First SpaceX satellites for U.S. spy constellation take off; Russia launches 'space weapon' Chip race: South Korea commits $19B for local chip-making to keep an edge DuPont to split into three companies; Koch to become CEO, succeeding Breen 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. | |||
| Canada rail shutdown, U.S. trade at risk | 22 Aug 2024 | 00:06:07 | |
Canada rail (CP) (CNI) shutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (02:30) Disney (DIS) picks Morgan Stanley's Gorman to head Iger succession committee. (03:12) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: SNOW, ZM and more Several FOMC members saw a case for cutting at July meeting: Fed minutes Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’ Halliburton hit by cyberattack, impact not yet determined - Reuters 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. | |||
| Australia bans weight loss drug copycats | 22 May 2024 | 00:06:25 | |
The health ministry cites adverse effects linked to compound versions. (0:16) Target falls on guidance. (2:44) The real AI boom darling (not Nvidia). (5:02) Show Notes BuzzFeed stock surges as Vivek Ramaswamy discloses 7.7% stake Hybrid vehicle registrations outpace battery-electric vehicles in Europe again 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. | |||
| Deadline looms for BHP’s bid for Anglo American | 22 May 2024 | 00:07:06 | |
BHP has hours left to make binding takeover bid for Anglo American (NGLOY). (00:28) XP Power (XPPLF) rejects Advanced Energy's (AEIS) takeover proposal. (01:25) Tesla (TSLA) rallies after highlighting its electric Semi potential during a rare conference appearance. (02:12) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: URBN, VSAT and more The real AI stock darling since the boom isn't Nvidia -- Bank of America Lululemon continues to lose ground as consumers tastes shift, competition builds JPM lists stocks with the least price swings, most attractive option-sale candidates 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. | |||
| Comcast enters streaming bundle race | 21 May 2024 | 00:06:03 | |
StreamSaver will cost $15/month for Peacock, Netflix and AppleTV+. (0:16) The SEC could do a 180 on an ether ETF. (1:33) Next stop Dow 60,000 and S&P 8,000? (4:15) Show Notes Macy's Q1 results top expectations, lifts guidance, but comp sales remain negative 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. | |||
| U.S probes ArcelorMittal’s claim of patent violation by Vinfast | 21 May 2024 | 00:06:32 | |
U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: PANW, GOTU, and more Bank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is pricey Hims & Hers surges on cheap compounded versions of semaglutide Full 180? Ether surges on report of SEC's sudden progress on spot ETF filings 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. | |||
| Target cutting prices on 5,000 items | 20 May 2024 | 00:06:19 | |
Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shrimp hastens Red Lobster bankruptcy. (4:05) Show Notes Nvidia in focus as Barclays, Stifel boost price targets ahead of Q1 results The name Magnificent 7 needs to be retired - Goldman 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. | |||
| Oil on watch as Iranian president dies, Saudi king treated | 20 May 2024 | 00:07:12 | |
Oil on watch as Iran president's death confirmed; Saudi king treated for lung infection. (00:28) China sanctions Boeing (BA) unit, two other U.S. defense firms over Taiwan arms sales. (01:39) Minnesota lawmakers approve minimum pay deal for Uber, Lyft drivers. (03:06) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Mining stocks, LI and more SEC unlikely to green-light spot ether ETFs this week Earnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and more SA Roundtable: Are Eli Lilly and Novo Nordisk overvalued? 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. | |||
| Big week for AI as Nvidia reports | 19 May 2024 | 00:07:20 | |
Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59) Show Notes Dividend Roundup Earnings Calendar 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. | |||
| Where Fed is likely to go and what that means for equities | 18 May 2024 | 00:16:17 | |
Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast. Episode transcripts Show links: Historic week ends with S&P above 5,300, Dow scaling 40K for the first time ever S&P 500 Earnings Season Suggest A Dire 2024 Forecast Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’ 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. Register for Seeking Alpha's Investing Summit (with your podcast discount code!) | |||
| Reddit surges on OpenAI partnership | 17 May 2024 | 00:06:46 | |
Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) slashes dividend by 80% to fund restaurant overhaul. (02:44) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers today: RDDT, CBRL, and more AI investing: UBS lists stocks providing exposure to turbocharged AI investment cycle Neuralink looking for second participant for Telepathy cybernetic brain implant Under Armour's 18-mo reset timetable is too long - analyst 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. | |||
| AT&T strikes deal with AST SpaceMobile | 16 May 2024 | 00:06:37 | |
AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to refinance debt. (03:49) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: CSCO, CB, and more Winners and losers from the latest retail sales report Netflix discloses ad-supported plan tops 40M users Palo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customers 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. | |||
| 'Black Myth: Wukong' makes video game history | 21 Aug 2024 | 00:06:51 | |
First-person game sees 2.2M concurrent players. (0:16) Yearly payrolls ended March revised down by 818,000. (1:28) Target rallies with positive quarterly comps. (2:45) Show Notes Oppenheimer’s top 32 ideas for August-September Warner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passes 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. | |||
| Inflation eases back | 15 May 2024 | 00:05:50 | |
April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08) Goldman screens for best option plays. (5:11) Show Notes Cathie Wood sells over 300K shares of Jack Dorsey’s Block this week 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. | |||
| Comcast unveils StreamSaver bundle | 15 May 2024 | 00:05:44 | |
Comcast (CMCSA) reveals its own streaming bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary stock offering as Johnson & Johnson exits. (01:23) CVS risks losing up to 10% in Medicare memberships next year. (01:50) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: DLO, PBR, meme stocks, and more Exxon makes new oil discovery offshore Angola - S&P Global Boeing ran afoul of criminal settlement on 737 crashes, DOJ says U.S. senators push for $32B in emergency spending on AI 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. | |||
| Meme trade day 2: Huge swings and trading halts | 14 May 2024 | 00:06:39 | |
AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22) Show Notes Meme stock craze continues; GameStop, AMC see multiple volatility halts Berkshire Hathaway's mystery stock bet might be revealed soon 10 lessons from earnings season 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. | |||
© My Podcast Data