Wall Street Breakfast

Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts seekingalpha.com/wsbShow Notes:Trust The DataJanuary CPI Comes In HotSign 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 is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)Show NotesSeeking Alpha Catalyst WatchEarnings 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.

OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Roku, Coinbase, Applied Materials and moreMicroStrategy's $10B bitcoin stash sits on 70% unrealized profit'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO saysWhite House: Russia building 'anti-satellite capability,' but no immediate safety threatSign 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 bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)Show Notes10 option overwriting calls that can capture 7% upside - 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.

AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cisco, Twilio, and moreJoann falls amid report of talks with lenders on cash infusionOccidental Petroleum plans flat 2024 production, to cut two Permian Basin rigsRoku facing mixed impact from proposed Walmart-Vizio deal, analysts saySign 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.

Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)Show NotesMoney managers now the most bullish they've been in two yearsKraft Heinz sees volume drop in Q4 as consumers push back on higher pricingEpisode 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.

Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Lyft, Robinhood Markets, and moreMoney managers now the most bullish they've been in two yearsJeff Bezos sells $4B of Amazon stock after Miami moveIpsen gets FDA approval for pancreatic cancer drug regimenSign 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.

A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)Show NotesMorgan Stanley’s Fresh Money buy listMicrosoft's AI tool Copilot's early users have mixed reviews, question price tag 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.

Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: JetBlue, Waste Management, and moreWalmart and Energizer face class action lawsuits over battery pricesFederal judge dismisses PhRMA challenge to Medicare price negotiationsDiamondback sees growing pro-forma production with fewer wells after Endeavor dealSign 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.

Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38)Show NotesAfter Meta debuts a dividend, Goldman does the math if big names follow suitEpisode 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.

Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Joby Aviation, monday.com, and moreEarnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and moreThe price of chocolate may be hard to swallow this Valentine's DayTesla trades lower than it did a year ago - reality check or buying opportunity?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.

Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02)Show NotesIPO activity in U.S. expected to continue to improve in 2024, Goldman saysEpisode 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 Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cloudflare, Pinterest, and moreFocus on smokeless tobacco paying off for British American TobaccoFive questions on investors’ minds for 2024 answered - UBSGreenlight Capital founder: Markets are fundamentally broken by passive investorsSign 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, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22)Show NotesGreenlight Capital founder: Markets are fundamentally broken by passive investorsPhilip Morris points to strong momentum as smoke-free sales climbEpisode 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.

Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Disney, PayPal, Arm Holdings, and moreU.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y saleStocks with expensive valuations vs their peers - BofABill Ackman's Pershing Square files to launch new closed-end fundSign 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.

Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)Show Notes4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRAJ.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7Roblox jumps amid bookings surge, strong outlook through 2027Episode 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.

SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and morePalantir's 'off the charts' success shows the AI revolution is herePinterest's deal with Amazon is bigger than believed; may lead to Google pact80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2Sign 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.

Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)Show NotesOppenheimer's Buy vs. Sell ideas paired by each SMID sectorDocuSign to shrink headcount; company will stay public after failed takeover talksEpisode 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.

Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (01:51) Layoff season continues to roil across tech industry. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BP, Palantir Technologies, Chegg and moreVirgin Galactic reports flight issue to FAAChegg's investment in AI taking longer to pay offInvitae plunges amid report it may file for bankruptcy within weeksSign 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 Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)Show NotesHertz Global hits the brakes on EV plans with Polestar AutomotiveMcDonald's falls short of Q4 comparable sales expectationsEpisode 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.