Wall Street Breakfast

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 124:07:14
  • Mais informações

Informações:

Sinopse

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare listeners for the week ahead.

Episódios

  • Nvidia soars on strong earnings, guidance, and stock split

    23/05/2024 Duração: 06min

    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 moreFirst 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 edgeDuPont to split into three companies; Koch to become CEO, succeeding BreenSign 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

    22/05/2024 Duração: 06min

    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 NotesBuzzFeed stock surges as Vivek Ramaswamy discloses 7.7% stakeHybrid vehicle registrations outpace battery-electric vehicles in Europe againEpisode transcripts seekingalpha.com/wsbSign 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

    22/05/2024 Duração: 07min

    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 moreThe real AI stock darling since the boom isn't Nvidia -- Bank of AmericaLululemon continues to lose ground as consumers tastes shift, competition buildsJPM lists stocks with the least price swings, most attractive option-sale candidatesSign 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

    21/05/2024 Duração: 06min

    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 NotesMacy's Q1 results top expectations, lifts guidance, but comp sales remain negativeEpisode transcripts seekingalpha.com/wsbSign 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

    21/05/2024 Duração: 06min

    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 moreBank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is priceyHims & Hers surges on cheap compounded versions of semaglutideFull 180? Ether surges on report of SEC's sudden progress on spot ETF filingsSign 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

    20/05/2024 Duração: 06min

    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 NotesNvidia in focus as Barclays, Stifel boost price targets ahead of Q1 resultsThe name Magnificent 7 needs to be retired - GoldmanEpisode transcripts seekingalpha.com/wsbSign 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

    20/05/2024 Duração: 07min

    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 moreSEC unlikely to green-light spot ether ETFs this weekEarnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and moreSA 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

    19/05/2024 Duração: 07min

    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 NotesDividend RoundupEarnings CalendarEpisode transcripts seekingalpha.com/wsbSign 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

    18/05/2024 Duração: 16min

    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 transcriptsShow links: Historic week ends with S&P above 5,300, Dow scaling 40K for the first time everS&P 500 Earnings Season Suggest A Dire 2024 ForecastBull 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

    17/05/2024 Duração: 06min

    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/wsbShow links: Biggest stock movers today: RDDT, CBRL, and moreAI investing: UBS lists stocks providing exposure to turbocharged AI investment cycleNeuralink looking for second participant for Telepathy cybernetic brain implantUnder Armour's 18-mo reset timetable is too long - analystSign 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

    16/05/2024 Duração: 06min

    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 moreWinners and losers from the latest retail sales reportNetflix discloses ad-supported plan tops 40M usersPalo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customersSign 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

    15/05/2024 Duração: 05min

    April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08)  Goldman screens for best option plays. (5:11)Show NotesCathie Wood sells over 300K shares of Jack Dorsey’s Block this weekEpisode transcripts seekingalpha.com/wsbSign 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

    15/05/2024 Duração: 05min

    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 moreExxon makes new oil discovery offshore Angola - S&P GlobalBoeing ran afoul of criminal settlement on 737 crashes, DOJ saysU.S. senators push for $32B in emergency spending on AISign 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

    14/05/2024 Duração: 06min

    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 NotesMeme stock craze continues; GameStop, AMC see multiple volatility haltsBerkshire Hathaway's mystery stock bet might be revealed soon10 lessons from earnings seasonEpisode transcripts seekingalpha.com/wsbSign 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.

  • Wegovy patients maintain weight loss over four years

    14/05/2024 Duração: 07min

    Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24)  Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buys foodpanda delivery business in Taiwan for $950M. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Meme stocks, ALC, and moreHow April CPI inflation data may influence the Fed's rate path decisionStocks with more than 10% short interest - Finviz ScreenerMorgan Stanley names 6 stocks to help investors navigate the consumer downshiftSign 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 stock vibes return as GameStop soars

    13/05/2024 Duração: 06min

    Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and bears. (4:53)Snow NotesMagnificent 7 predicted to reinvest $350 billion this yearNvidia favorite in AI basket, gets Buy rating at JefferiesEpisode transcripts seekingalpha.com/wsbSign 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.

  • Arm forges ahead in AI chip development - report

    13/05/2024 Duração: 05min

    Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama. (01:28) Amazon to invest $1.3 bln in France, create 3,000 jobs - report. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ZK, TME, GME, and moreMagnificent 7 predicted to reinvest $350 billion this yearWorkers at Apple's first unionized store vote to authorize strikeSouth Korea plans over $7B aid package to boost local chip industry - reportSign 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.

  • April CPI and Walmart earnings in spotlight

    12/05/2024 Duração: 07min

    CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google search competitor. (4:58)Show NotesBarclays spotlights 44 stocks to watch if inflation remains stickyEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsbSign 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 inflation be larger than we think?

    11/05/2024 Duração: 10min

    AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links:T-bills, gold and macro volatilityGold jumps to highest in a month as data signals slowing economy, likely rate cutsCitadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024Sign 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/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

  • U.S. to impose tariffs on Chinese EVs - report

    10/05/2024 Duração: 06min

    New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report. (01:26) McDonald's (MCD) beefing up investment in digital marketing.  (03:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: U, NVAX, and moreElon Musk’s Neuralink reports malfunction in first in-human brain implantFord tempering pledge to go full-EV in Europe by 2030BP aims to buy Tesla supercharging sites for U.S. expansion - BloombergSign 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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