Wall Street Breakfast

Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Palantir (PLTR) Q4 earnings preview: Big expectations from commercial division. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cytokinetics, 4D Molecular Therapeutics, and moreEarnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and moreAI may be much more than a buzzword for ShopifyWatch this restaurant stock for a near-term bounceSign 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.

What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books are already Super Bowl 58 winners. (5:45)Show NotesSeeking Alpha's Catalyst WatchEarnings Week AheadCompanies with profit warnings after negative 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.

Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Intel (INTC) reportedly delays $20B chip facility in Ohio. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Amazon, Meta Platforms, and moreApple falls as China worries overshadow sales growthAmazon gains after holiday quarter sales shine and profits soarBAE Systems buys Malloy Aeronautics, a British tech companySign 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.

Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25)Show NotesISM manufacturing index hits highest level since October 2022Plug Power completes first customer fill at Georgia green hydrogen plantEpisode 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's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms length. (02:10) Qualcomm (QCOM) pops as Q1 results top expectations. (04:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Vaxart, Rocket Lab, and moreLi Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveriesParamount gains amid report board has formed a special independent committeeViking Therapeutics gains amid takeover speculationSign 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.

Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)Show NotesPrivate sector adds 107K jobs in December, less than expectedSeeking Alpha's Alpha Picks portfolioEpisode 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.

Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT) to implement a 3-for-1 stock split. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Paramount Global, Google parent Alphabet, and moreKen Griffin: If China invades Taiwan, the U.S. could see “a great depression”Embraer sees 13% increase in 2023 deliveriesStarbucks strikes confident tone on store growth and profitability despite headwindsSign 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.

Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) Job openings unexpectedly surge. (2:19)Show NotesQuality stocks that would outperform in 2024 - UBSU.S. consumer confidence advances in January, hitting two-year highUPS slides after revenue outlooks disappointsEpisode 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.

Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Super Micro Computer, Whirlpool, and moreQuality stocks that would outperform in 2024 - UBSNew federal energy standards won't ban gas stovesBaker Hughes cut at Wolfe with 'too much risk' seen in LNG marketSign 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 Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)Show NotesGoldman sees a positive yield curve by Q3; what does that mean for stocks?Dollar Tree gains after J.P. Morgan turns bullishEpisode 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.

United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chip subsidies for Intel (INTC) , Taiwan Semi (TSM), others - report. (02:06) China pumps the brakes on short-selling to bolster market. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Koninklijke Philips, SoFi Technologies, and moreEarnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and moreReddit reportedly looking at $5 billion IPO valuationCalifornia playing 'dangerous game' with climate policies, Chevron exec saysSign 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'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.