Wall Street Breakfast

Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play for Tesla. (5:14)Show NotesSeeking Alpha Earnings CalendarCatalyst WatchThese are the top 10 ETFs with the most bullish sentiment - BarclaysEpisode 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.

Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the biggest shakeup to iOS and the App Store since launch. (01:25) California regulator OK's $45M PG&E (PCG) payment in Dixie Fire settlement. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Intel, Visa, and moreThese are the top 10 ETFs with the most bullish sentiment - BarclaysFlorida House passes bill to ban minors from social mediaLevi Strauss to cut global workforce 10-15%, reports mixed Q4 resultsSign 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 rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train wreck' earnings call. (4:00)Show NotesIncyte is the most overweight stock by hedge funds Walmart is the least shorted stock by hedge fundsNextEra Energy strikes bullish tone for next three years after posting Q4 beatEpisode 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.

FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New Mexico as part of $3.5B investment in the U.S. state. (01:42) Haleon (HLN) to sell ChapStick to Suave Brands for $430 million in cash. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Tesla, Nokia, IBM, and morePayPal Holdings placed on 30-day negative catalyst watch at CitiTotalEnergies wins 20-year contract to supply renewable electricity to New JerseyTesla earnings call: AI talk, Gigafactory plans, Cybertruck and Optimus robot buzzSign 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 new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outlook raises concerns. (2:41) Chipotle aims new benefits at Gen Z employees ahead of burrito season. (3:55)Show NotesNetflix is forcing Wall Street to play catch-up as stock continues to rocketU.S. PMI Composite Flash rises in January as manufacturing back in expansionEpisode 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.

Berkshire (BRK.A) (BRK.B) utility must pay $62M to Oregon homeowners for 2020 wildfires. (00:25) Southwest Airlines (LUV) flight attendants vote in favor of strike authorization. (01:26) Netflix (NFLX) earnings call: Expanding live and ads; growth through subs at higher prices. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Netflix, SAP SE, and moreVerizon hits best level in over a year as wireless growth aids telcoStrap in for Tesla earnings with plenty of wildcards in the mixApple scales back its car project while Waymo, Huawei and Xiaomi power upSign 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.

Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the rights to WWE Raw. (3:33) Goldman Sachs picks its favorite return-on-equity growth stocks. (4:23)Show NotesAlibaba surges after Jack Ma, Tsai buy $200M company stockPlug Power surges as CEO says finalized term sheet for $1.6B DoE loanEpisode 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.

Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:26) SEC unveils new details about its X account hack. (02:14) United Airlines (UAL) rallies after earnings beat, strong full-year guidance. (04:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: United Airlines, Coinbase, Digital World Acquisition, and moreWall Street’s worst performing energy stocks of 2024CAR-T therapies to get boxed warning on blood cancer riskWestern Digital rises after moving to top pick at Morgan StanleySign 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.

Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indicators falls for 21st month in a row. (1:51) AI voice cloning startup gets Unicorn valuation. (3:47)Show NotesStocks most at risk if the Fed reasserts higher-for-longer - JPMChina rushes to support yuan but stock markets bleedWalmart to close Store No. 8 unit amid cost-cutting measuresEpisode 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.

Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash: Terraform Labs files for Chapter 11 bankruptcy. (01:36) SolarEdge (SEDG) to cut 16% of workforce as revenues slide. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Boeing, Coherus BioSciences, Archer-Daniels-Midland, and moreEuropean gambling company Kindred Group in talks to be sold for $2.5B - WSJRed Sea crisis seen as bigger impact event for shipping than early pandemicBeverage buzz: McDonald's new CosMc's concept starts off strongSign 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.

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:Sifting the WorldOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Episode 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.

Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvidia AI chips. (4:46)Show NotesDividend Roundup: Costco, Target, Dell Technologies, Pfizer, and moreThis is still a buy-the-dip stock market - BofAEpisode 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.

No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high (3:25).Show Notes:Commodity Roundup: Gold faces weekly loss as early Fed rate cut bets fade; Oil gainsNasdaq leads S&P, Dow futures as tech bulls keep momentumEpisode 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.

The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder withdraws takeover offer. (5:15)Snow NotesShorts are feeling the heat on these ten stocksApple pops after BofA upgrades on AI, Vision Pro as drivers for growthHumana stock slides after cutting profit outlook on higher medical costsEpisode 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.

Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. Morgan CEO Jamie Dimon rips bitcoin again. (2:32)Show NotesS&P, Nasdaq, Dow futures mixed with plenty of premarket data aheadPlug Power discloses at-market stock offering of up to $1B, shares fallEpisode 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.

Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlue better off without Spirit? (3:29)Sbow NotesA soft or no landing expected, with geopolitics as the biggest tail riskVerizon slips as it says it will take $5.8B impairment charge in Q4Episode 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.

Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’Hare (2:10).Show Notes:Biggest stock movers today: Spirit Airlines, Chinese EV stocks, and moreChina Q4 GDP grows less than expected amid weak spending, property market declineOccidental CEO Hollub predicts oil supply crunch from 2025Episode 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.

The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)Show NotesEmpire State Manufacturing Survey drops to levels not seen since 2020Goldman Sachs Q4 earnings beat, helped by asset and wealth management unitApple continues drop even as it surpassed Samsung as 2023's top phone makerEpisode 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.

US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).Show Notes:Elon Musk wants 25% voting control in Tesla before advancing AIEarnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and moreStocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday 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.

Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:For Those Investors Stuck On Yield, 2023 Was OpportunisticA Banner Year To Be A Contrarian In The Golden Age Of Active InvestingEpisode 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.