Wall Street Breakfast
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 121:04:37
- 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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Earnings reactions and the next wave of AI speculation
14/02/2025 Duração: 09minCPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)Show Notes:Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - WedbushTrump announces reciprocal tariffsJanuary CPI Report: Say Goodbye To Rate CutsEpisode transcripts: seekingalpha.com/wsb 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.
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Biggest movers Airbnb, Roku surge as Twilio slides
14/02/2025 Duração: 06minBiggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)Episode transcripts seekingalpha.com/wsb.Show links: U.S. electricity demand growth through 2027 will be like adding another CaliforniaRay Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 movesDefense stocks slide after Trump’s comments on spending cutsSign 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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Market getting used to higher rates for longer
13/02/2025 Duração: 07minHot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).Show Notes:Gold edges lower for second straight session, backing off all-time highTrump announces reciprocal tariffsPowell Leaves Fed's Rate Options OpenEpisode transcripts: seekingalpha.com/wsb 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.
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Reddit slips as costs soar
13/02/2025 Duração: 06minSoaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, RDDT, and moreElon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energyNathan’s Famous, century-old hot dog brand, said to be considering saleSign 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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Inflation going the wrong way
12/02/2025 Duração: 06minJanuary CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)Show Notes5 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin slams Trump's trade rhetoricEpisode transcripts: seekingalpha.com/wsb 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.
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Super Micro gains on preliminary Q2 report
12/02/2025 Duração: 05minSuper Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, UPST, Lyft, and moreSchwab offers 24-hour trading to all retail clients - reportAdios Gulf of Mexico as Google, Apple maps rename to Gulf of AmericaDoorDash targets 2025 growth with focus on grocery, ads, and international expansionSign 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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Apple and Alibaba team up on AI
11/02/2025 Duração: 06minAAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aims for an AI continentMoomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
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Trump signs new order; GameStop eyeing Bitcoin?
11/02/2025 Duração: 05minTrump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still required despite DeepSeek cost impact - reportNasdaq, S&P, Dow futures slide as Trump signs new tariffs orderBiggest stock movers Tuesday: LSCC, FLNC, SMCI, and moreEpisode 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.
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Gold tops $2,900 for another record
10/02/2025 Duração: 04minThe yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro Computer stock up almost 50% heading into earningsNvidia named Tactical Outperform by EvercoreDavid Tepper's Appaloosa beefs up China betsEpisode transcripts: seekingalpha.com/wsb 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.
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Nippon Steel rethinks US Steel deal
10/02/2025 Duração: 05minNippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to cut 400 employees from moon-rocket program. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BP, X, and moreDisney beginning to worry about costs of Disney vacations: reportHere's why one economist sees no Fed rate cuts this yearFed rate hike could come as early as June: Apollo’s chief economistFind out more about Seeking Alpha's Virtual Analyst Reports here.
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CPI set to show inflation 'stubbornly strong'
09/02/2025 Duração: 06minJanuary CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show Notes Earnings CalendarTop 10 value stocksEpisode transcripts: seekingalpha.com/wsb 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.
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AI earnings, tariff threats, and bellwether stocks
07/02/2025 Duração: 17minPalantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).Episode transcripts: seekingalpha.com/wsbShow links: Shorting Palantir: Valuation MattersHow to fund a U.S. sovereign wealth fund?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.
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e.l.f. Beauty’s glow fades on weak guidance
07/02/2025 Duração: 06minTikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, PINS, and moreTesla increases Model X prices by $5,000 in the U.S.Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears targetCloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentumSign 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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House reps target DeepSeek government ban
06/02/2025 Duração: 05minLegislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)Show NotesBofA's top 10 growth stocksSkyworks Solutions sinks on Apple plansEpisode transcripts: seekingalpha.com/wsb 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.
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MicroStrategy rebrands, doubles down on Bitcoin
06/02/2025 Duração: 07minMicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, F, and moreIntel partners with Japanese lab to build quantum computer: reportEnphase to move battery manufacturing outside of China, CEO saysQualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growthFind out more about Seeking Alpha's Virtual Analyst Reports here.
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Post Office quickly rethinks China package ban
05/02/2025 Duração: 06minhttps://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_banShow NotesFed’s hawkish lean and AI tech jolt shifting bull narrativeEpisode transcripts: seekingalpha.com/wsb 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.
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Alphabet slips as AI growth drives higher capex
05/02/2025 Duração: 05minAlphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GOOG, AMD, and moreTrump's Gaza proposal would see U.S. takeover of the StripShopping on Shein, Temu could get costlier as U.S. ends trade loopholeTrump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensionsSign 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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Soaring egg prices lead to emergency Waffle House measures
04/02/2025 Duração: 05minDiners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)Show NotesPoll: Investors overwhelmingly disapprove of tariffsMost bullish and bearish ETFsEpisode transcripts: seekingalpha.com/wsb 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.
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Palantir soars on earnings, outlook
04/02/2025 Duração: 07minPalantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SYNA, and moreDelta Air Lines partners with DraftKings on in-flight gaming entertainmentPayPal Q4 earnings expected to dip, revenue seen ascendingTrump wants Ukraine's rare earth minerals in return for U.S. supportSign 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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U.S. and Mexico quickly reach tariff delay deal
03/02/2025 Duração: 04minU.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)Show NotesWhat do you think of Trump's tariff policies?Episode transcripts: seekingalpha.com/wsb 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.
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