Wall Street Breakfast
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 129:43:33
- 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
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Wall Street Breakfast December 9: FTC Sues To Block Microsoft, Activision Deal
09/12/2022 Duração: 08minActivision (ATVI) dips as FTC sues to block Microsoft's (MSFT) $69B acquisition (updated). SEC advises public firms to disclose exposure to crypto turmoil. United Airlines (UAL) poised for major order of Boeing (BA) Dreamliners - report.
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Wall Street Breakfast December 8: Amazon, Google, Microsoft, Oracle Share Pentagon's $9B Cloud Awards
08/12/2022 Duração: 08minAmazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT), Oracle (ORCL) share Pentagon's $9B cloud awards. Musk bankers look at Tesla (TSLA) margin loans to cut Twitter debt - report. Apple (AAPL) working on a new encryption system to keep hackers at bay, protect data: report.
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Wall Street Breakfast December 7: China Eases More COVID Restrictions
07/12/2022 Duração: 09minChina eases more COVID restrictions, but trade data weighs on outlook. Apple (AAPL) pushes self-driving car launch to 2026 but still eyes major EV industry disruption. Activist investor Bluebell is said to take a stake in BlackRock (BLK), calling for CEO change.
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Wall Street Breakfast December 6: Taiwan Semiconductor Lifts Chip Investment In Arizona
06/12/2022 Duração: 10minTaiwan Semiconductor (TSM) lifts chip investment in Arizona to $40B. Job cuts at PepsiCo (PEP) and GameStop (GME). NBCU (CMCSA) CEO: Peacock has 18M subs; expecting 'big check' from Disney (DIS) for Hulu.
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Wall Street Breakfast December 5: Russia Won't Accept G7 Oil Price Cap
05/12/2022 Duração: 09minRussia won't accept the G7 oil price cap, even if it has to cut output. Tesla (TSLA) to cut production at Shanghai plant amid slow demand - Bloomberg. GM (GM) venture to invest additional $275M to expand a Tennessee battery cell factory for EV.
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Chinese Equities and the Broader Market: Livy Investment Research
03/12/2022 Duração: 19minIn this episode we’re joined by Lillian Cheung. We’re discussing Chinese equities such as Alibaba (BABA) and its effect on the broader market. Cheung is the author of Livy Investment Research. Livy Investment Research is a boutique investment research shop providing professional coverage on disruptive thematic equities. Their analysis provides a deep dive on growth drivers present in the secular market to identify outperforming investments. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a preview of Lowe’s (LOW) Analyst and Investor Conference.
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Wall Street Breakfast December 2: Did November See Slower Job Growth?
02/12/2022 Duração: 10minExpected slower job growth in November may give Fed room to ease the pace of hikes. Senate passes bill to avoid rail strike. Job cuts at CNN (WBD), Wells Fargo (WFC) and SiriusXM (SIRI).
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Wall Street Breakfast December 1: Slower Rate Hikes Soon?
01/12/2022 Duração: 09minS&P, Nasdaq, Dow futures dip after Powell-induced surge, but yields keep sliding. FTX (FTT-USD) founder Sam Bankman-Fried: 'I never tried to commit fraud'. Next catalyst? Tesla (TSLA) holds a delivery event for the first Semi truck. Netflix's (NFLX) Hastings: Should have gotten into advertising sooner.
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Wall Street Breakfast November 30: Twitter Weighing on Tesla as Musk Goads Apple
30/11/2022 Duração: 07minMusk vs Cook. Amazon (AMZN) unveils new data security services, chips and more at cloud conference. Coinbase (COIN) Wallet to delist bitcoin cash, ether classic, ripple, stellar, citing 'low usage'.
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Wall Street Breakfast November 29: Biden Calls On Congress To Avert Rail Strike
29/11/2022 Duração: 09minPresident Biden calls on Congress to avert a rail strike. Snap (SNAP) reportedly tells staff to be in the office 4 days a week starting February. Google (GOOG) (GOOGL) increasing heat on Apple (AAPL) over NFL Sunday Ticket package as talks linger: report.
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Wall Street Breakfast November 28: Apple Reportedly Facing iPhone Pro Shortfall
28/11/2022 Duração: 07minApple (AAPL) facing a shortfall of 6 million iPhone Pros amid protests - report. Shopify (SHOP) racks up record Black Friday sales tally. Amwell (AMWL) in discussions to buy Talkspace (TALK) for $1.50/share - report.
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Follow The Rent And Dividend Growth - REITs With Brad Thomas
26/11/2022 Duração: 17minIn this episode we’re joined by Brad Thomas who runs iREIT on Alpha. We discuss REITs like Sachem (SACH) and Broadmark (BRMK) in this economic climate and how increased rates are impacting the housing market. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll, and we look at retail ETFs for Black Friday and Cyber Monday.
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Wall Street Breakfast November 25: China Lockdown, Apple Supplier Discontent
25/11/2022 Duração: 08minEconomy watch: China maintains zero-COVID policy; Foxconn issues apology. Apple (AAPL) reportedly eyeing Manchester United (MANU) takeover. Want to bet on Black Friday and Cyber Monday results? Here are some ETFs to watch. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Wall Street Breakfast November 23: FTX, Bankman-Fried’s ‘Personal Fiefdom’
23/11/2022 Duração: 08minBankman-Fried treated crypto exchange FTX as his 'personal fiefdom', lawyer says. Lawmakers urge Fidelity to reconsider offering bitcoin (BTC-USD) 401(k) plans after FTX collapse. HP (HPQ) to cut up to 6,000 jobs as part of plan to 'Future Ready' PC company. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Wall Street Breakfast November 22: Carl Icahn, GameStop Short Position
22/11/2022 Duração: 09minBillionaire investor Carl Icahn said to hold a large GameStop (GME) short position. Moving quickly, Iger launching Disney (DIS) restructuring. Tesla (TSLA) reportedly plans to cut prices in China. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Wall Street Breakfast November 21: Disney Shakeup
21/11/2022 Duração: 07minBob Iger taking back CEO job at Disney (DIS); Chapek exits. Sotera Health (SHC) soars after jury finds Sterigenics unit not liable for a woman's cancer. Philips (PHG) recall woes grow as it flags new concerns with FDA over replaced ventilators. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Walmart Earnings with Ahan Vashi, The Quantamental Investor
19/11/2022 Duração: 11minIn this episode we’re joined by Ahan Vashi. He’s the author of The Quantamental Investor. The mission at TQI is to help retail investors build generational wealth in equity markets through the power of financial engineering. Today he’s sharing his insight on Walmart (WMT). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Best Buy (BBY) earnings preview. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Wall Street Breakfast November 18: Mortgage Rates Tumble
18/11/2022 Duração: 09minMortgage rates tumble to 6.61%, biggest drop since 1981. Amazon (AMZN) CEO says role eliminations will extend into 2023. Twitter (TWTR) risks grow as employees reject Musk's 'hardcore' ultimatum. Roku (ROKU) cutting jobs by 5% to slow 2023 expense growth. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Wall Street Breakfast November 17: House Committee Hearing on FTX Meltdown
17/11/2022 Duração: 08minU.S. House committee plans December hearing on FTX meltdown. 3M (MMM) viewed as potential activist target after 13F filing (update). SPAC Digital World (DWAC) drops after Trump announces re-election campaign. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Wall Street Breakfast November 16: Apple Will Source Chips From Arizona
16/11/2022 Duração: 08minApple (AAPL) CEO Cook says the tech giant will start sourcing chips from Arizona in 2024: report. Trump announces 2024 presidential bid; here are stocks that might benefit. Disney (DIS) World boosts prices as parks demand continues to surge. Learn more about these stocks with a free trial of Seeking Alpha Premium here.