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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.
| 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. | |||
| Yelp hits Google with search monopoly lawsuit | 29 Aug 2024 | 00:06:00 | |
Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: NVDA, CRM, AFRM, and more Nippon Steel offers additional $1.3B spending on US Steel plants Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report Markets minted more 401(K) millionaires in Q2, marking new high 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's strong earnings can't match the hype | 28 Aug 2024 | 00:03:57 | |
Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58) 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. | |||
| XPeng unveils mass-market EV | 28 Aug 2024 | 00:06:57 | |
XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: ELF, AMBA, and more FDA approves Illumina's TruSight Oncology biomarker test Warren Buffett's Berkshire Hathaway may soon join the $1T club NFL greenlights private equity stakes in teams for the first time 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 backs AI safety bill | 27 Aug 2024 | 00:04:49 | |
Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26) Show Notes Coca-Cola is called a top pick at Morgan Stanley Nvidia could see more than 9% upside on its reporting day 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. | |||
| Bronfman Bows Out | 27 Aug 2024 | 00:05:10 | |
Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: PARA, TCOM, and more Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger 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. | |||
| Southwest showdown | 26 Aug 2024 | 00:05:56 | |
Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15) Show Notes Stocks most loved and shunned by hedge and mutual funds Telegram backs CEO Pavel Durov as his arrest prompts online backlash 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. | |||
| Kroger, Albertsons $25B deal in court | 26 Aug 2024 | 00:06:13 | |
Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: SIRI, XPEV, and more Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict This sector is seen as being the most impacted by the 2024 U.S. election Telegram backs CEO Pavel Durov as his arrest prompts online backlash Canada labor board orders rail employees back to work, imposes binding arbitration 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 earnings will dictate the week | 25 Aug 2024 | 00:07:13 | |
AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18) Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23) Show Notes Nvidia earnings previews ‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks 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. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| '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. | |||
| Walmart exits JD.com | 21 Aug 2024 | 00:06:27 | |
Walmart (WMT) exits JD.com (JD) to focus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Microchip Technology (MCHP) suffers cyberattack, shuts down some systems, stock slips. (02:34) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: JD, KEYS, and more Oppenheimer’s top 32 ideas for August-September Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement Fed's Bowman says she remains wary of future rate cuts 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. | |||
| Mpox not next COVID, WHO official says | 20 Aug 2024 | 00:05:31 | |
WHO's Europe regional director says authorities are aware how to control spread of mpox. (0:15) Lowe's issues lowered guidance. (1:18) Twitter buyout the worst finance deal for banks since crisis. (3:02) Show Notes S&P 500 buy and sell ideas for each of the sectors Edgar Bronfman has reportedly raised $5.5B to bid for Paramount 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. | |||
| Boeing grounds test fleet | 20 Aug 2024 | 00:05:52 | |
Boeing (BA) grounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) Workhorse (WKHS) raises doubts about ability to continue as going concern. (02:23) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: PANW, FN, and more Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech Trump would consider ending EV tax credit, naming Elon Musk as adviser - report Kamala Harris to propose raising corporate tax rate to 28% - report Gold price ekes out new record high; some analysts predict short-term pullback 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. | |||
| GM cutting salaried tech workers | 19 Aug 2024 | 00:05:27 | |
Layoffs come after GM promoted two former Apple execs to run software & services. (0:16) Carl Icahn settles with SEC over margin loans. (3:02) Goldman says market is full of RINO stocks. (3:50) Show Notes AMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilities Estée Lauder CEO Fabrizio Freda announces intention to retire 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. | |||
| BYD becomes Pakistan's first major NEV player | 19 Aug 2024 | 00:05:38 | |
China's BYD (BYDDF) to set up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (01:18) ‘Alien: Romulus’ (DIS) leads box-office sales with domestic premiere. (02:26) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: FUBO, EBS, and more Evercore ISI screens banks likely to fare better when the Fed cuts rates China stops releasing real-time foreign fund flow data Wall Street Breakfast: Better For Sellers 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. | |||
| Market hoping for solid Fed signals at Jackson Hole | 18 Aug 2024 | 00:08:11 | |
Jay Powell will speak Friday with markets looking for September cut. (0:18) High expectations for Target earnings. (4:51) X shuts down in Brazil. (5:54) Show Notes Goldman Sachs lowers U.S. recession risk on strong economic data 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. | |||
| Stellantis hit with shareholder suit over earnings drop | 16 Aug 2024 | 00:05:46 | |
Stellantis (STLA) shareholders sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report. (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: HRB, AMAT, and more Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others PepsiCo could be sued for misleading consumers on Gatorade protein bars - report Pershing Square doesn't expect Chipotle to miss a step with CEO's departure 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. | |||
| Retail to the rescue | 15 Aug 2024 | 00:07:07 | |
Retail sales allay recession worries with 1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49) Show Notes The 'battleground' stocks shorted by hedge funds, owned by many long-onlys Alibaba posts mixed quarterly 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. | |||
| Softbank, Intel AI chip talks fizzle | 15 Aug 2024 | 00:05:35 | |
SoftBank (SFTBY), Intel (INTC) talks to produce AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: CSCO, NKE, and more Crypto bill can be passed this year, Schumer says, as Democrats woo industry Google says: Iranian group trying to access Biden-Trump campaign emails Warren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, others The 'battleground' stocks shorted by hedge funds but owned by many long-only portfolios 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. | |||
| CPI sparks shelter inflation concern | 14 Aug 2024 | 00:06:30 | |
Retail inflation keeps declining, but rents prove stubborn. (0:16) Nike could be the next activist target.. (3:33) Premier League turns to AI for offsides. (3:58) Show Notes Victoria’s Secret stock soars on prelim earnings beat, new CEO Nvidia, Coherent, Marvell, Apple supply chain updates 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. | |||
| Mars reportedly nabs Kellanova for $30B | 14 Aug 2024 | 00:05:45 | |
Candy maker-Mars strikes deal to buy Kellanova (K) for $30B - report. (00:24) Activist Elliott seeks 10 board seats at Southwest Airlines (LUV). (01:15) GRAIL (GRAL) to focus on multi-cancer early detection; cuts workforce by 30%. (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: NU, K, and more July CPI in focus but keep watch on retail sales as growth risks stalk markets: Goldman Automakers lowered U.S. vehicle prices again in July and raised incentives Justice Dept. considers push to break up Google: Bloomberg 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. | |||
| Starbucks poaches Chipotle CEO | 13 Aug 2024 | 00:06:55 | |
Starbucks shares jumped as it named Brian Niccol as its new CEO. (0:16) Wholesale inflation comes in soft. (1:49) Traders get jitters about Hawaiian Holdings deal. (4:12) Show Notes BofA’s Fund Manager Survey: Recession fears rise Home Depot points to weak consumer spending trends 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. | |||
| CXApp surges on Google Cloud deal | 13 Aug 2024 | 00:05:52 | |
CXApp (CXAI) soars on multi-million dollar deal with Google Cloud (GOOG). (00:25) KFC (YUM) expanding its $5 Value Meal to take on McDonald's (MCD) in price wars. (01:10) J&J (JNJ) makes headway in settling talc baby powder litigation: reports. (01:58) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: RUM, DELL, and more Semiconductors could start recovering in October, BofA says NASA watchdog hits Boeing on quality control problems with Space Launch System Oxy Petroleum says CrownRock Holdings launches sale of 29.6M shares 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. | |||
| Are Magnificent 7 stocks now a hedge? | 12 Aug 2024 | 00:05:52 | |
After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52) Show Notes 74 S&P 500 stocks that can beat the cash yield Stock market to stay choppy near term after historic volatility shock 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 fires may spark new rules in South Korea | 12 Aug 2024 | 00:05:56 | |
EV fires might spark new industry rules in South Korea. (00:27) LL Flooring (LL) commences voluntary Chapter 11 reorganization proceedings. (01:16) 'Deadpool & Wolverine' (DIS) surpasses $1B worldwide. (01:53) NBCUniversal (CMCSA) publishes impressive numbers as Olympics come to a close. (02:27) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: ESPR and HUMA Tesla pivots to pricier Cybertrucks; halts orders for cheapest version Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco and more Einhorn's Greenlight says it won't matter who wins the US election for markets Goldman screens for post-selloff stocks with healthy fundamentals at a discount 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. | |||
| Spotlight swings back to inflation with CPI | 11 Aug 2024 | 00:10:41 | |
A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions. (6:50) Show Notes 42 high-quality, low beta stocks to better ‘sleep at night' Chinese robotaxi operator WeRide seeks up to $5B U.S. IPO Fed Governor Bowman cautions against 'overreacting' 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 gains with U.S. workforce cut | 09 Aug 2024 | 00:05:14 | |
Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip demand. (01:21) Amazon (AMZN) to let TikTok (BDNCE) users shop select products without leaving the video app - report. (02:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: PARA, TTD, and more Donald Trump thinks the president should have a say on monetary policy - report Richmond Fed's Barkin says hiring is slowing, but layoffs still remain low Delta warns of $380M revenue hit from CrowdStrike outage 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. | |||
| Intel sued: Shareholders claim cover-up | 08 Aug 2024 | 00:05:05 | |
Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COST) to scan membership cards at store entrances to deter non-members. (02:30) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: WBD, MNST, and more Monster Beverage falls after cautious guidance, reversal in alcohol sales Airbnb losses accelerate as market continues to digest soft outlook for travel Citi spotlights 33 stocks in what it calls its ‘post pullback shopping list’ 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. | |||
| Household debt increases in Q2 | 07 Aug 2024 | 00:05:55 | |
Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as running mate. (01:43) Hyundai (HYMTF) to invest $28M in Thailand for EV assembly and batteries. (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock today: SMCI, LUMN, and more Microsoft says Delta declined 'repeated' assistance after CrowdStrike-linked outage NBA's telecast deal with Amazon has 'several provisions' Warner couldn't match - WSJ Fed emergency rate cut? Pantheon Macro, BofA, and Goldman CEO don't think so Disney hikes prices for Disney+, Hulu and ESPN+ plans in U.S. 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 loses antitrust case over search | 06 Aug 2024 | 00:05:30 | |
Google (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott files 13D filing. (01:18) SunPower (SPWR) files for bankruptcy, enters stalking horse asset purchase deal with Complete Solaria (CSLR). (01:59) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: PLTR, LCID, and more Market Opportunity In Today's Uncertain Market Warner Bros. Discovery wants to avoid break-up of company - report Jefferies thinks Netflix might raise prices by year end helped by 'impressive content slate' FDA indicates Lilly, Novo weight-loss drug shortages easing 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. | |||
| Mars nearing deal to acquire Kellanova | 05 Aug 2024 | 00:06:01 | |
Mars in advanced talks to purchase Kellanova (K) - WSJ. (00:21) Coca-Cola (KO) to pay $6 billion in IRS back taxes case, appeal ruling. (01:12) Chevron (CVX) moving to Texas, says California policies discourage investment and hurt consumers. (01:46) Episode transcripts seekingalpha.com/wsb. Show links: Selloff rocks the globe as markets start the week in panic mode Earnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and more Buffett's Berkshire Hathaway cuts massive Apple stake by nearly 50% in Q2 Blame game: CrowdStrike hits back at Delta Air Lines over litigation threat 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. | |||
| Sentiment leads the market; the Fed follows | 04 Aug 2024 | 00:11:58 | |
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast. Episode transcripts: seekingalpha.com/wsb Show links: How To Make Better Decisions In Any Financial Market Fed Chair Powell’s message was what the markets ‘wanted and needed to hear’ The 20+ Year US Treasury is up for 7 days straight 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. | |||
| Intel dives on weak results, guidance | 02 Aug 2024 | 00:06:25 | |
Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: AMZN, INTC, and more Snap dives 23% on narrow revenue miss, light earnings outlook Uranium stocks plummet as world's top producer hikes production outlook NFL's $4.7B verdict in Sunday Ticket case tossed out by judge Warren Buffett's Berkshire sells more Bank of America stock 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. | |||
| Global easing gains steam as Bank of England cuts | 01 Aug 2024 | 00:07:35 | |
The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40) Show Notes Continuing jobless claims highest since November 2021 Arm Holdings sinks as Wall Street defends after Q1 results, guidance 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. | |||
| Applied Materials reportedly denied government funding | 01 Aug 2024 | 00:07:04 | |
Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now, rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: META, TDOC, and more Nancy Pelosi buys more Nvidia, sells Microsoft Russell 2000 rise: Top 5 best, worst performers during July's rally in small-cap stocks Gundlach says Fed should’ve cut rates in July, sees room for reduction of 150bps 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 dual mandate officially back | 31 Jul 2024 | 00:06:42 | |
The Federal Reserve keeps rates unchanged, brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table. (0:50) Stocks rally, led by the Nasdaq. (1:52) Show Notes Favorite high-yield dividend stocks - BMO Boeing names Kelly Ortberg as next chief executive 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. | |||
| Meta settles Texas lawsuit for $1.4B | 31 Jul 2024 | 00:06:18 | |
Meta to pay $1.4B for Texas biometric lawsuit settlement. (00:31) Flight refunds: Pete Buttigieg urges airline CEOs to comply with new law. (01:31) DOJ files complaint against Norfolk Southern for not ceding freight traffic to passenger trains. (02:46) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: AMD, ASML, and more Only one Mag 7 name is in the top 20 S&P 500 YTD performers Microsoft stock dips amid service outage led by "unexpected usage spike" GSK shingles vaccine cuts dementia risk 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. | |||
| Meta to let users create custom AI chatbots | 30 Jul 2024 | 00:05:36 | |
The company will unveil a new tool called AI Studio. (0:16) 'Deadpool & Wolverine' sets a box office record. (3:24) BofA says AI hype days are over. (4:32) Show Notes Procter & Gamble falls after organic sales miss expectations PayPal boosts 2024 earnings and buyback guidance after strong Q2 beat. 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. debt tops $35T | 30 Jul 2024 | 00:05:30 | |
U.S. national debt exceeds $35T for the first time ever. (00:23) J.M. Smucker exploring sale of Voortman cookie brand - Reuters. (01:21) Delta hires law firm following CrowdStrike software outage - report. (02:13) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: TLRY, CRWD, and more Biden administration continues refilling oil emergency reserve, needs funds to buy more Robotaxi jolt: Tesla autonomous driving test goes poorly for Truist Securities Nvidia begins ushering in next wave of AI - physical AI: SIGGRAPH 2024 McDonald's trades higher after saying its $5 Meal Deal is seeing some traction 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 unveils vision to make U.S. ‘crypto capital’, ‘bitcoin superpower’ | 29 Jul 2024 | 00:05:22 | |
Trump lays out plan to turn U.S. into a 'crypto capital' and 'bitcoin superpower'. (00:25) Apple Intelligence won't debut with initial iOS 18 launch - report. (01:13) Mitsubishi Motors is said to join Honda-Nissan alliance. (02:21) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: PBI, PHG, and more Earnings week ahead: MSFT, AMZN, AAPL, META, PFE, MCD, SBUX, XOM, CVX and more The Paris Olympics are expected to provide sportsbooks with a major boost Microsoft's LinkedIn to settle lawsuit by advertisers alleging overcharges - 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. | |||
| 2024 Olympics: Game on! | 26 Jul 2024 | 00:06:23 | |
Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: DXCM, COUR, and more Bitcoin 2024: Trump set to woo crypto industry Barack and Michelle Obama endorse Kamala Harris for president Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled 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. | |||
| Economic growth ramps up in Q2 | 25 Jul 2024 | 00:05:16 | |
GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35) Show Notes Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings The correction happening in stocks is 'far from over' 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. | |||
| Boeing pleads guilty in 737 MAX case | 25 Jul 2024 | 00:06:12 | |
Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: F, CMG, and more The correction happening in stocks is 'far from over,' IBKR says Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance 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. | |||
| Investors cashing in their chips | 24 Jul 2024 | 00:04:41 | |
Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48) Show Notes Watch this $70B ETF to gauge if bulls can maintain sway over small-caps 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. | |||
| Ether ETFs dip on first day | 24 Jul 2024 | 00:05:55 | |
Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: TSLA, V, DB, and more Apple dabbles with foldable iPhone, eyes possible 2026 release: reports Alphabet beats as search, Cloud come through and profit jumps Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG 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. | |||
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