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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.

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TitlePub. DateDuration
Intel Mulls Foundry Split - Report30 Aug 202400:06:09
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

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Is Apple the new AI torchbearer?29 Aug 202400:07:16
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
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Fed's Powell signals the start of rate cuts23 Aug 202400:02:57
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
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EV tariff battle13 Jun 202400:07:11
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
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Elon Musk: Tesla shareholders on track to approve pay and Texas move13 Jun 202400:05:14
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?

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Stocks jump on cool inflation, steady Fed12 Jun 202400:08:33
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

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Paramount merger talks with Skydance called off12 Jun 202400:06:58
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

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Musk threatens Apple ban11 Jun 202400:05:54
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
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Apple Intelligence11 Jun 202400:06:26
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

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AI chip jitters?10 Jun 202400:06:24
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
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Five Japanese automakers accused of falsifying safety data10 Jun 202400:06:45
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

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The Fed, CPI and Apple AI09 Jun 202400:10:01
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
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May jobs report to show more balanced labor market07 Jun 202400:05:42
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?

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All eyes on Powell in Jackson Hole23 Aug 202400:05:28
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
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Rate cutting cycle in full swing06 Jun 202400:06:03
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
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Nvidia hits $3T, faces antitrust challenges06 Jun 202400:05:52
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

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Rave over: FDA shuts down MDMA therapy05 Jun 202400:05:54
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
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PA court cuts Bayer’s Roundup verdict from $2.25B to $400M05 Jun 202400:06:49
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

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Oil sinks to February lows04 Jun 202400:05:16
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
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Microsoft faces complaint over kids’ data rights04 Jun 202400:06:22
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

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AI chip war heats up03 Jun 202400:06:45
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
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GameStop surges as Roaring Kitty strikes again03 Jun 202400:06:24
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

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Will the labor market keep humming?02 Jun 202400:09:21
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
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Trump Media falls after verdict reached in New York criminal case31 May 202400:05:57
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

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Want a foldable MacBook? Could be a long wait22 Aug 202400:05:42
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
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GDP revised down to 1.3% with weaker consumption30 May 202400:06:00
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
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Google confirms leak of algorithm documents30 May 202400:07:29
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

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Cathie Wood invests in Elon Musk's xAI29 May 202400:07:02
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
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ConocoPhillips sets sights on Marathon Oil-report29 May 202400:06:04
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.

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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

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T-Mobile highlights day of deals28 May 202400:06:06
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
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Hess shareholders set to vote on Chevron deal28 May 202400:06:08
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

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The market's window of inflation27 May 202400:11:23
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

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Here comes the Fed's favorite inflation gauge26 May 202400:05:19
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
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Inflation fuels Burger King, McDonald’s $5 meal showdown24 May 202400:06:05
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

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Nvidia soars on strong earnings, guidance, and stock split23 May 202400:06:59
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

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Canada rail shutdown, U.S. trade at risk22 Aug 202400:06:07
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

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Australia bans weight loss drug copycats22 May 202400:06:25
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
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Deadline looms for BHP’s bid for Anglo American22 May 202400:07:06
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

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Comcast enters streaming bundle race21 May 202400:06:03
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
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U.S probes ArcelorMittal’s claim of patent violation by Vinfast21 May 202400:06:32
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

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Target cutting prices on 5,000 items20 May 202400:06:19
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
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Oil on watch as Iranian president dies, Saudi king treated20 May 202400:07:12
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.

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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?

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Big week for AI as Nvidia reports19 May 202400:07:20
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

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Where Fed is likely to go and what that means for equities18 May 202400:16:17
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.

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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’

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Reddit surges on OpenAI partnership17 May 202400:06:46
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)

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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

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AT&T strikes deal with AST SpaceMobile16 May 202400:06:37
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)

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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

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'Black Myth: Wukong' makes video game history21 Aug 202400:06:51
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

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Inflation eases back15 May 202400:05:50
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

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Comcast unveils StreamSaver bundle15 May 202400:05:44
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)

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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

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Meme trade day 2: Huge swings and trading halts14 May 202400:06:39
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

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