Wall Street Breakfast

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 126:39:14
  • More information

Informações:

Synopsis

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.

Episodes

  • It's interest rate cut time

    15/09/2024 Duration: 07min

    The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)Show NotesInternet stocks with high interest income could see free cash flow dragsEarnings CalendarDividend RoundupEpisode 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.

  • Boeing workers strike after rejecting contract

    13/09/2024 Duration: 05min

    Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: China to raise retirement age as workforce shrinks, aging population growsGS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cutsNoom launches cheaper compounded version of Novo's semaglutideSign 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.

  • Stellantis car dealers decry 'degradation'

    12/09/2024 Duration: 06min

    The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)Show Notes5 reasons why stock market volatility persistsAlaska Air rallies after hiking profit guidanceEpisode 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.

  • Boeing workers to vote: Deal or strike

    12/09/2024 Duration: 06min

    Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NTGR, OXM, and moreU.S. considering Nvidia chip exports to Saudi Arabia- reportSentinelOne sees increased interest after CrowdStrike incident, CEO saysFox could shake up the sports betting sector with the activation of its FanDuel stakeSign 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.

  • Markets bracing for smaller rate cut after CPI

    11/09/2024 Duration: 06min

    Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)Show NotesUBS updates its ‘election watch’ stocks to match new winning probabilitiesEpisode 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.

  • Microsoft CTO teases next AI leap

    11/09/2024 Duration: 05min

    Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GME, DJT, and moreU.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctionsPresidential debate recap:Trump, Harris spar at second U.S. presidential debateTrade, inflation, healthcare and energy policy among talking points at Harris/Trump debateDonald Trump says he's 'a big fan' of solar powerTrump win would hit Treasury prices - INGSign 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.

  • Bank giants face capital hike of 9%

    10/09/2024 Duration: 06min

    The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)Show NotesOppenheimer lists best stock ideas going into the 2024 U.S. electionsCiti screens for mid-cap tech stocks for barbell investment approach with Magnificent 7Episode 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.

  • Taiwan exports notch new record on AI boom

    10/09/2024 Duration: 07min

    Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ORCL, RBRK, and moreGameStop earnings preview: Do investors want more than retro stores and cash hoarding?U.S. natural gas slumps as Gulf of Mexico storm seen slamming demandApple loses EU court battle over €13 billion Irish tax caseHarris-Trump debate: Plans for the economy in focusSign 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 unveils AI for new iPhones, watches and AirPods

    09/09/2024 Duration: 06min

    The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)Show NotesAir Canada prepares for shutdown as union talks hit deadlockSummit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trialEpisode 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.

  • DirecTV accuses Disney of stifling competition in FCC complaint

    09/09/2024 Duration: 06min

    DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BIG, PLTR, and moreGoogle vs. DOJ: Second antitrust showdown to begin, this time over advertisingOnlyFans creators made $5.32B in 2023Janet Yellen says recent data points to soft landing for U.S. economySign 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 iPhone enters the AI era

    08/09/2024 Duration: 09min

    Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)Show Notes50 stocks to invest during the bull steepening – Part 150 stocks to invest during the bull steepening – Part 2Elon Musk’s AI startup is said to discuss revenue sharing with TeslaEarnings calendarEpisode 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.

  • 7-Eleven rejects $39B Circle K offer

    06/09/2024 Duration: 05min

    7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AVGO, PATH, and moreRed Lobster survives bankruptcy with 544 locations still operatingTech mogul Larry Ellison to take control of Paramount after Skydance deal closesSeptember’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO 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.

  • Verizon buys Frontier for $20 billion

    05/09/2024 Duration: 06min

    Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results. (2:36)Show NotesBofA’s global contenders and defenders listTesla plans full self-driving rollout in China and Europe by Q1 2025ISM Services stays strong in August, topping consensusEpisode 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.

  • Topgolf, Callaway to go solo

    05/09/2024 Duration: 06min

    Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report.  (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: FTV, CHPT, AI, and moreTesla plans full self-driving rollout in China and Europe by Q1 2025Qualcomm said to be working with Samsung, Google on mixed reality smart glassesUS Steel plunges on reports Biden preparing to block Nippon Steel deal (update)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.

  • Layoffs put a bigger Fed cut back in play

    04/09/2024 Duration: 05min

    Markets price in 50% chance of half-point rate cut after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family makes offer for namesake chain. (3:55)Show Notes35 green energy stocks for a new era of profitabilityDollar Tree tumbles after weak guidanceGoogle expected to appear next week for antitrust trial related to ad business practicesEpisode 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.

  • Nippon Steel assures US Steel to remain American

    04/09/2024 Duration: 06min

    US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVDA, ZS, and moreAirbnb urges NYC officials to overturn laws restricting short-term rentalsMusk's Starlink says it is complying with Brazil's order to block XJustice Department to drop censorship efforts against social mediaWhich stock could replace Intel in the Dow as INTC shares slump?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.

  • Super Micro CEO speaks out

    03/09/2024 Duration: 05min

    CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29)Show NotesJPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche BankNovo Nordisk warns of continued Ozempic shortage in Q4Episode 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.

  • Brazil takes aim at Starlink over X dispute

    03/09/2024 Duration: 05min

    Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: U, BA, and moreKamala Harris says US Steel should remain independent (update)Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - reportActivist Elliott crosses threshold to call for Southwest Airlines special meeting - ReutersSign 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.

  • Labor Day week all about jobs

    01/09/2024 Duration: 08min

    A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09) Show NotesHeavily shorted stocks are not always in distressEarnings CalendarDividend RoundupEpisode 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.

  • Intel Mulls Foundry Split - Report

    30/08/2024 Duration: 06min

    Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: LULU, DELL, ULTA, and moreDogecoin lawsuit: Elon Musk, Tesla win dismissal - reportUlta Beauty stock takes an ugly turn after results and forecast missJ.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts ratesSign 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.

page 4 from 50